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Average Ratings 0 Ratings

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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.

Description

Dayshape delivers leading resource management software designed to help organizations achieve extraordinary results. Trusted by Big Four and many other top professional services firms globally, Dayshape is the only solution that combines advanced AI, real-time project financials, and firm-wide insights enabling customers to elevate resource management into a strategic function. With far-reaching connectivity, Dayshape fits into existing ecosystems and stands out as the only resource management vendor with a Workday packaged solution—built to handle complexity and grow with your firm. By driving profitable growth, powering confident decisions, and ensuring satisfied clients and teams—we're helping our customers build strong organizations and careers for the long term.

API Access

Has API No 

API Access

Has API Yes 

Screenshots View All

Screenshots View All

Integrations

Salesforce Yes 
CCH iFirm No 
CatalystOne No 
Certinia Financial Management Cloud Yes 
Deltek Maconomy No 
Expensify Yes 
Flowcase No 
IRIS Accountancy Suite No 
Microsoft Dynamics 365 No 
Oracle PeopleSoft No 
Rootstock Cloud ERP Yes 
SAP Cloud Platform No 
Salesforce Agentforce 360 Platform Yes 
Salesforce Agentforce Service Yes 
Workato Yes 
Workday Extend No 
XCD HR and Payroll Yes 

Integrations

Salesforce Yes 
CCH iFirm Yes 
CatalystOne Yes 
Certinia Financial Management Cloud No 
Deltek Maconomy Yes 
Expensify No 
Flowcase Yes 
IRIS Accountancy Suite Yes 
Microsoft Dynamics 365 Yes 
Oracle PeopleSoft Yes 
Rootstock Cloud ERP No 
SAP Cloud Platform Yes 
Salesforce Agentforce 360 Platform No 
Salesforce Agentforce Service No 
Workato No 
Workday Extend Yes 
XCD HR and Payroll No 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

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 Yes 
iPhone App No 
iPad App No 
Android App No 
Windows Yes 
Mac Yes 
Linux Yes 
Chromebook Yes 

Customer Support

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

Customer Support

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

Types of Training

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

Types of Training

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

Vendor Details

Company Name

Certinia

Founded

2009

Country

United States

Website

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

Vendor Details

Company Name

Dayshape

Founded

2013

Country

United Kingdom

Website

dayshape.com

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 

Product Features

Calendar

Calendar Sync Yes 
Collaboration Tools Yes 
Multi-Device Support No 
Reminders No 
Room Booking No 
Scheduling Yes 
Task Manaagement No 

Professional Services Automation

Billing & Invoicing No 
CRM No 
Client Portal No 
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 

Resource Management

Capacity Management Yes 
Data Visualization Yes 
Demand Forecasting Yes 
Drag & Drop Yes 
Employee Scheduling Yes 
Filtered Search Yes 
Resource Allocation Yes 
Skills Tracking Yes 
Utilization Management Yes 

Scheduling

Alerts/Notifications Yes 
Appointment Scheduling Yes 
Automated Scheduling Yes 
Calendar Management Yes 
Class Scheduling No 
Employee Scheduling Yes 
Facility Scheduling No 
Group Scheduling Yes 
Interview Scheduling No 
Meeting Room Booking No 
Multi-Location Yes 
Online Scheduling No 
Payment Processing No 
Real-time Scheduling Yes 
Reservations No 
Resource Scheduling Yes 
Room Booking Management No 

Workforce Management

Budgeting & Forecasting Yes 
Contractor Management No 
Employee Lifecycle Management Yes 
Labor Projection No 
Performance Appraisal No 
Recruiting Management No 
Scheduling Yes 
Skills Tracking Yes 
Time & Attendance Yes 
Variable Workforce Yes 

Alternatives

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