Average Ratings 1 Rating
Average Ratings 0 Ratings
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
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
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
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