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Description

Belvak serves as a comprehensive business operations platform tailored for service companies that have a workforce ranging from 5 to 50 employees, including IT agencies, managed service providers (MSPs), consultancies, contractors, and creative firms. This platform integrates the sales process, service delivery, and revenue management into a single system, allowing businesses to monitor their cash flow and profit margins in real-time rather than waiting until the end of the month. It features numerous modules such as Proposals, Invoicing and Payments, Project Management, Project Archive, Maintenance Contracts, Employee Management, Time Tracking, Recruitment, Client Management, Analytics and Reporting, and an AI assistant that provides insights based on your data. With the ability to invoice in over 50 currencies and utilize 12 customizable templates, users can also automate recurring billing and maintenance contracts, monitor billable hours against project margins, and handle hiring and payroll processes without needing additional tools. Belvak integrates seamlessly with popular applications like Stripe, Slack, QuickBooks, and Zapier, and offers a REST API along with webhooks for further connectivity. The platform is free for a single user without requiring a credit card, with the Professional plan available at $49 per month for up to 5 users, and an additional $8 charged for each extra user thereafter. In summary, Belvak not only simplifies business operations but also enhances efficiency through its integrated features, making it a valuable asset for service-oriented companies.

Description

Certinia Professional Services Cloud is a Salesforce-native professional services automation platform built to connect every stage of the services lifecycle. The platform unifies sales, staffing, delivery, billing, financials, renewals, and customer outcomes in one system. Certinia helps organizations close the gaps between what was sold, who is staffed, how work is delivered, what gets billed, and how margins are protected. Veda AI adds a digital workforce that helps execute work across estimation, staffing, and delivery. Teams can use Veda to generate estimates from historical data, refine quotes, automate status updates, capture time, and support reporting. Certinia PS Cloud includes services estimation, resource management, project management, services billing, and services financials. The platform helps reduce time-to-staff, reclaim project manager hours, improve utilization, protect margins, and increase financial visibility. It is designed for service organizations that need real-time operational and financial data grounded in Salesforce. By combining PSA, AI agents, services estimation, resource management, project execution, billing, financials, and Salesforce-native orchestration, Certinia PS Cloud helps services businesses operate with more intelligence and control.

API Access

Has API Yes 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Certinia Financial Management Cloud No 
Expensify No 
QuickBooks Online Yes 
Rootstock Cloud ERP No 
Salesforce No 
Salesforce Agentforce 360 Platform No 
Salesforce Agentforce Service No 
Slack Yes 
Stripe Yes 
Workato No 
XCD HR and Payroll No 
Zapier Yes 

Integrations

Certinia Financial Management Cloud Yes 
Expensify Yes 
QuickBooks Online No 
Rootstock Cloud ERP Yes 
Salesforce Yes 
Salesforce Agentforce 360 Platform Yes 
Salesforce Agentforce Service Yes 
Slack No 
Stripe No 
Workato Yes 
XCD HR and Payroll Yes 
Zapier No 

Pricing Details

$49/month for 5 users
Free plan available (no credit card required). Professional plan: $49/month including 5 users, then $8/month per additional user. Annual billing: $468/year including 5 users, then $72/year per additional user. All features included in the Professional plan - no per-module pricing.
Free Trial No 
Free Version Yes 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours No 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) Yes 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) No 
In Person Yes 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person No 

Vendor Details

Company Name

Belvak

Founded

2024

Country

Lebanon

Website

belvak.com

Vendor Details

Company Name

Certinia

Founded

2009

Country

United States

Website

www.certinia.com/solutions/professional-services-cloud/

Product Features

Professional Services Automation

Billing & Invoicing Yes 
CRM Yes 
Client Portal No 
Collaboration Tools No 
Document Management No 
Portfolio Management No 
Project Management Yes 
Proposal Generation Yes 
Quote Management Yes 
Resource Management No 
Time & Expense Tracking Yes 

Product Features

Professional Services Automation

Billing & Invoicing Yes 
CRM Yes 
Client Portal Yes 
Collaboration Tools Yes 
Document Management No 
Portfolio Management Yes 
Project Management Yes 
Proposal Generation No 
Quote Management No 
Resource Management Yes 
Time & Expense Tracking Yes 

Alternatives

Alternatives

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