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Average Ratings 0 Ratings

Total
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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

Projector is the best-of breed professional services automation (PSA), tool for today's fast-paced service firms. Project PSA created the project to increase profit margins and improve resource utilization. Projector is cloud-based and simple to use. It allows service firms to seamlessly manage projects, track expenses and time, schedule resources, invoicing, and streamline workflows. Project management, resource management, and project accounting are the three core applications of Projector.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Certinia Financial Management Cloud Yes 
Desktop.com No 
Expensify Yes 
Microsoft Project No 
Rootstock Cloud ERP Yes 
Sage Intacct No 
Salesforce Yes 
Salesforce Agentforce 360 Platform Yes 
Salesforce Agentforce Service Yes 
Workato Yes 
XCD HR and Payroll Yes 
Zendesk No 

Integrations

Certinia Financial Management Cloud No 
Desktop.com Yes 
Expensify No 
Microsoft Project Yes 
Rootstock Cloud ERP No 
Sage Intacct Yes 
Salesforce No 
Salesforce Agentforce 360 Platform No 
Salesforce Agentforce Service No 
Workato No 
XCD HR and Payroll No 
Zendesk Yes 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Pricing Details

$15.00/month/user
Free Trial Yes 
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 Yes 
Live Rep (24/7) Yes 
Online Support Yes 

Customer Support

Business Hours Yes 
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 Yes 
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

Projector PSA

Founded

2003

Country

United States

Website

www.projectorpsa.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

Professional Services Automation

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

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