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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.

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Certinia PS Cloud Screenshot & Video

Contact Details

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

Support

  • 24x7 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

Languages Supported

English

Industries

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

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Certinia PS Cloud Features

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

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Certinia PS Cloud FAQs

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.

  • 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:
    • 24x7 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

  • Following are the typical users of the Certinia PS Cloud:
    • Small-Business , Midsize-Business , Large-Enterprise-Business

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

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

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