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Professional Services Cloud for Salesforce

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Certinia PS Cloud Overview

Certinia PS Cloud is a dynamic, cloud-based software solution tailored for professional service organizations. Its strength lies in streamlining project management, resource allocation, and client engagement. The platform offers robust tools for project tracking, ensuring projects stay on schedule and within budget. A key feature is its real-time analytics, providing valuable insights into performance metrics and financial health. Certinia PS Cloud facilitates efficient team collaboration, allowing members to share documents and communicate seamlessly. It integrates effortlessly with various accounting systems, enhancing financial transparency. User-friendly and customizable, it adapts to specific business needs, making it ideal for firms seeking to optimize operations and elevate client satisfaction.

Certinia PS Cloud screenshot & Video

Contact Details

  • Vendor Name Certinia
  • Founded 2009
  • Location Canada
  • Employees 1000+

Support

  • 27x7 Support 24x7 Support
  • Email Email
  • Phone Phone
  • Chat Chat
  • Knowledge Base Knowledge Base

Training

  • In-person In-person
  • Webinar Webinar
  • Documentation Documentation

Licensing & Deployment

  • Proprietary Proprietary
  • Cloud Hosted Cloud Hosted
  • Web-Based Web-Based

Typical Customers

  • Small-Business Small-Business
  • Midsize-Business Midsize-Business
  • Large-Enterprise-Business Large-Enterprise-Business

Language Supported

English

Industries

Business Services, Computer Software, Information Technology & Services, Management Consulting, Professional Training

Certinia PS Cloud Features

  • Portfolio Management
  • Quotes/Estimates
  • Gantt/Timeline View
  • Activity Tracking
  • Multiple Projects
  • Proposal Generation
  • Billing & Invoicing
  • Task Management
  • Real Time Reporting
  • Project Management
  • Document Management
  • Forecasting
  • Approval Process Control
  • Performance Metrics
  • Resource Management
  • Project Planning
  • Billable Items Tracking
  • Collaboration Tools
  • Task Scheduling
  • Email Management
  • CRM
  • Project Time Tracking
  • Project Tracking
  • Client Portal
  • Timesheet Management
  • Progress Tracking
  • Time & Expense Tracking
  • Calendar Management
  • Accounting Integration
  • Access Controls/Permissions
  • Activity Dashboard
  • Resource Allocation
  • Progress Tracking
  • Real Time Updates
  • Resource Scheduling
  • Approval Process Control
  • Collaboration Tools
  • Project Planning
  • Timesheet Management
  • Time & Expense Tracking
  • Skills Tracking
  • Gantt/Timeline View
  • Multiple Projects
  • Document Management
  • Forecasting
  • Utilization Reporting
  • Calendar Management
  • Assignment Management
  • Resource Request
  • Project Management
  • Task Management
  • Prioritization
  • Capacity Management
  • Projections
  • Real Time Data
  • Commenting/Notes

Certinia PS Cloud Pricing

Pricing Type

  • Pricing Type Contact Vendor

Preferred Currency

  • USD ($) USD ($)

Free Trial

  • NA

Free Version

  • NA

Payment Frequency

  • NA
Pricing Page  

Certinia PS Cloud FAQ's

  • No, Certinia PS Cloud does not offer a free version.

  • No, Certinia PS Cloud does not offer any free trial.

  • No, Credit Card details are not required for the Certinia PS Cloud trial.

  • Yes, Certinia PS Cloud offers an API.

  • Certinia PS Cloud offers support with the following options:
    • 27x7 Support , Email , Phone , Chat , Knowledge Base

  • Certinia PS Cloud offers training with the following options:
    • In-person , Webinar , Documentation

  • Certinia PS Cloud supports the following languages:
    • English

  • Certinia PS Cloud supports the following deployment:
    • Cloud Hosted

  • Certinia PS Cloud supports the following devices and operating systems:
    • Web-Based