Certinia Professional Services Cloud

Certinia Professional Services Cloud

Certinia
5.0 out of 5 stars
+
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About

Certinia Professional Services Cloud is an AI-powered PSA platform that connects sales, staffing, delivery, billing, renewals, and financials on Salesforce. The platform helps services organizations manage the full lifecycle from pipeline to profit with one connected system of record. Veda AI adds intelligence across estimation, staffing, delivery, reporting, time capture, and project execution. Certinia PS Cloud supports services estimation, resource management, project management, services billing, and services financials. The platform helps teams reduce administrative work, staff projects faster, protect margins, eliminate revenue leakage, and improve forecasting. Built for consulting, IT services, software, IT hardware, tax, audit, and advisory firms, Certinia PS Cloud helps services businesses run with more clarity, speed, and confidence.

About

Graysync is an agency management platform for coordinating client work and agency operations in one workspace. It brings together project planning, task and timeline tracking, resource capacity, budgets, expenses, invoices, payments and project profitability. Teams can share briefs and files with clients, collect feedback and approvals, and manage calendars alongside project activity. Reporting dashboards present operational and financial information for business oversight. The platform also includes Gracie, an AI assistant that helps automate repetitive administrative steps. Graysync is intended for creative, digital, social, media, public relations and event agencies, as well as in-house marketing teams and professional services firms. Its workflows support work from initial client briefs through delivery and financial review.

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported

Audience

Consulting firms, advisory firms, IT services companies, software companies, IT hardware providers, tax and audit firms, professional services organizations, delivery leaders, project managers, resource managers, finance teams, CIOs, CFOs, and businesses that need Salesforce-native PSA, AI-powered estimation, resource management, project delivery, services billing, services financials, margin protection, revenue leakage prevention, forecasting, and end-to-end services orchestration

Audience

Creative, digital, social, media, PR and event agencies, in-house marketing teams and professional services firms

Support

Phone Support Supported
24/7 Live Support Supported
Online Supported

Support

Phone Support Supported
24/7 Live Support Supported
Online Supported

API

Offers API Not Supported

API

Offers API Not Supported

Screenshots and Videos

Screenshots and Videos

Pricing

No information available.
Free Version Not Supported
Free Trial Not Supported

Pricing

No information available.
Free Version Not Supported
Free Trial Supported

Reviews/Ratings

Overall 5.0 / 5
ease 5.0 / 5
features 5.0 / 5
design 5.0 / 5
support 4.0 / 5

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Pros & Cons from Real Users

Pros

  • FinancialForce professional services automation helps us to manage our customers, services financial and projects. Its cloud based application improves our growth and margin rates. It is a great addon if you are currently using the Salesforce and it triplicates the overall effectiveness.

Cons

  • It is a great software, no serious cons to report.

Training

Documentation Supported
Webinars Supported
Live Online Supported
In Person Not Supported

Training

Documentation Supported
Webinars Not Supported
Live Online Supported
In Person Supported

Company Information

Certinia
Founded: 2009
United States
www.certinia.com/solutions/professional-services-cloud/

Company Information

Graysync
Founded: 2025
Australia
graysync.io

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CB Platforms
Certinia Financial Management Cloud

Certinia Financial Management Cloud

Certinia
5.0 out of 5 stars

Categories

Categories

Professional Services Automation Features

Billing & Invoicing Supported
Client Portal Supported
Collaboration Tools Supported
CRM Supported
Document Management Not Supported
Portfolio Management Supported
Project Management Supported
Proposal Generation Not Supported
Quote Management Not Supported
Resource Management Supported
Time & Expense Tracking Supported

Integrations

Certinia Financial Management Cloud Supported
Expensify Supported
Rootstock Cloud ERP Supported
Salesforce Supported
Salesforce Agentforce 360 Platform Supported
Salesforce Agentforce Service Supported
Workato Supported
XCD HR and Payroll Supported

Integrations

Certinia Financial Management Cloud Not Supported
Expensify Not Supported
Rootstock Cloud ERP Not Supported
Salesforce Not Supported
Salesforce Agentforce 360 Platform Not Supported
Salesforce Agentforce Service Not Supported
Workato Not Supported
XCD HR and Payroll Not Supported
Claim Certinia Professional Services Cloud and update features and information
Claim Certinia Professional Services Cloud and update features and information
Claim Graysync and update features and information
Claim Graysync and update features and information