Certinia Review: Is It The Right Professional Services Automation Software For Your Team?
Best for Mid-market · Enterprise
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Certinia offers custom pricing plan
Overview
Pricing
Features
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FAQ
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What is Certinia?
Certinia — the company formerly known as FinancialForce — runs professional services automation, ERP and customer success management natively on the Salesforce platform. Its PS Cloud covers the services lifecycle end to end: opportunity to resourcing, project delivery, time and expense capture, billing and revenue recognition, with forecasting for utilization, margin and backlog. Because it sits on the same platform as the CRM, an opportunity becomes a resourced project without a data handoff, which is the main reason Salesforce-centric services firms choose it. It is aimed at mid-market and enterprise services organizations rather than small agencies.
Pricing
Certinia offers custom pricing plan
Best For
Designed for mid-market and enterprise teams
Certinia was reviewed internally using user feedback, in-house testing, and market research to assess its performance, reliability, and user experience. Learn how we review products and our evaluation process.
Who should consider Certinia
- Team types
- Medium Business, Large Enterprises
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What is the pricing of Certinia?
Certinia uses custom pricing — plans are tailored to your team size and needs. Contact them for a quote.
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What are the features of Certinia?
The access control structure is a crucial characteristic that distinguishes a digital asset management system from other storage systems. Yo…
Analytics is a math-based field that aims to uncover patterns in marketing data to gain actionable knowledge that can be used in your market…
An invoice and a bill are documents that convey the same information about the amount owing for the sale of goods or services. Still, a comp…
A real-time email marketing dashboard displays metrics. This allows individuals to track the effectiveness of an email marketing initiatives…
Reporting provides complete visibility of the project and a clear grasp of what has to be done to the on-site personnel. The reporting proce…
The process of pre-planning, scheduling, and distributing your resources to maximum efficiency is known as resource management. A resource i…
Third-party integration refers to the addition of relevant external data to an existing project via various APIs. Because of third-party API…
The process of recording and tracking hours spent and expenses related to projects is known as time and expense. Multiple timesheet and expe…
User Management is a crucial feature in software which aims to efficiently manage the users accessing the system. This feature enables the a…
Workflow is a collection of tasks that work together to process a batch of data. A workflow encompasses everything from creating assets to i…
Certinia Support Options
Frequently Asked Questions About Certinia
Common questions buyers ask before choosing Certinia.
Certinia is a Professional Services Automation Software. Certinia offers Dashboard, Analytics, Reporting, Time & Expense Tracking, Resource Management and many more functionalities.
Certinia offers Quotation Based pricing model
The starting price is not disclosed by Certinia. You can visit Certinia pricing page to get the latest pricing.
Ready to try it?
Get started with Certinia
Get connected with the team for a personalised demo.
About the reviewer
Rajat Gupta is the founder of Spotsaas. Over the past two years, he has reviewed 2,000+ tools across CRM, HR, AI, and finance — applying hands-on product research and a background in commerce and the CFA program to evaluate software through a business and ROI lens. His goal: help teams make software decisions they won't regret.
Disclaimer: This research has been collated from a variety of authoritative sources. We welcome your feedback at [email protected].