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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

PSOhub is professional services automation software that brings the entire project delivery cycle into one platform. It combines project management, task management, resource and capacity planning, time and expense tracking, project accounting, budget and margin tracking, and billing, so everything from a won deal to a paid invoice lives in one place. It is built to work natively with HubSpot. Deals in HubSpot become projects in PSOhub automatically, time logged against a project connects back to the deal, and you keep one connected customer view across sales and delivery. No middleware, no manual re-entry, no separate systems to reconcile. PSOhub brings project management, planning, time tracking, and billing into one data model, so your operational data is AI-ready from day one.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

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

Professional Services Organizations

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

No information available.
Free Version
Free Trial

Pricing

$12.50 per user per month
2 months free when paid annually
Free Version
Free Trial

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 4.8 / 5
ease 4.5 / 5
features 4.8 / 5
design 4.8 / 5
support 4.5 / 5

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.

Pros & Cons from Real Users

Pros

  • PSOhub integrates well with our consulting firm in terms of time management / invoicing HubSpot / QuickBooks.
  • PSOhub has given us the ability to manage our projects and keep our customers informed of progress. Being able to set dependencies so customers can see when and what actions they need to complete to keep projects on track. We particularly benefit from the hours booked and hours completed summary.
  • PSO Hub has given us more insight into how our professional services projects are running and we can break them down into tasks, making it easy for us and the customer. It helps us assess how we can improve as well as giving us a indication of risk for our projects. The product regularly adds updates to make the workflow more efficient too.
  • Very simple to use time tracking software! I use it weekly to track my consulting hours for my clients.

Cons

  • The quote feature doesn’t fit our process. Specifically, we need the ability to send contracts and the quote feature has limited length and ability to include our terms of service.
  • Custom reporting could be better. Currently, this is done via an OData feed.
  • Sometimes it is a bit slow, but thats software from time to time.
  • Some times it is slow to load! Probably due to the other consultants using the software at the same time.

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

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

Company Information

PSOhub
Founded: 2020
Netherlands
www.psohub.com/en/

Alternatives

Alternatives

Continuum PSA

Continuum PSA

CrossConcept Continuum PSA
BigTime

BigTime

BigTime Software

Categories

Categories

Professional Services Automation Features

Billing & Invoicing
Client Portal
Collaboration Tools
CRM
Document Management
Portfolio Management
Project Management
Proposal Generation
Quote Management
Resource Management
Time & Expense Tracking

Professional Services Automation Features

Billing & Invoicing
Client Portal
Collaboration Tools
CRM
Document Management
Portfolio Management
Project Management
Proposal Generation
Quote Management
Resource Management
Time & Expense Tracking

Project Management Features

Agile Methodologies
Budget Management
Client Portal
Collaboration Tools
Cost-to-Completion Tracking
Customizable Templates
Gantt Charts
Idea Management
Kanban Board
Milestone Tracking
Portfolio Management
Resource Management
Time & Expense Tracking
Traditional Methodologies

Integrations

Salesforce
Certinia Financial Management Cloud
Exact
HubSpot CRM
HubSpot Customer Platform
Microsoft Dynamics 365
Moneybird
QuickBooks Online
Rootstock Cloud ERP
Salesforce Agentforce 360 Platform
Salesforce Agentforce Service
Teamwork.com
Workato
XCD HR and Payroll
Xero
Zapier
bexio

Integrations

Salesforce
Certinia Financial Management Cloud
Exact
HubSpot CRM
HubSpot Customer Platform
Microsoft Dynamics 365
Moneybird
QuickBooks Online
Rootstock Cloud ERP
Salesforce Agentforce 360 Platform
Salesforce Agentforce Service
Teamwork.com
Workato
XCD HR and Payroll
Xero
Zapier
bexio
Claim Certinia Professional Services Cloud and update features and information
Claim Certinia Professional Services Cloud and update features and information
Claim PSOhub and update features and information
Claim PSOhub and update features and information