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
Ruddr serves as a contemporary platform tailored for professional services, specifically designed for small to medium-sized teams. It systematically collects vital operational metrics concerning clients, projects, budgets, tasks, time, expenses, and invoices. Through its detailed reports and key performance indicators, users gain valuable insights into crucial metrics such as revenue, service margins, realization rates, and utilization rates. Ruddr boasts a rich array of integrated functionalities that enable seamless management of professional services operations, eliminating common frustrations. Users can oversee all clients and projects within a single interface, making it easier to monitor essential performance indicators on individual project dashboards. Time tracking is made simple with options for day, week, month, or list views, allowing for flexibility in how time is recorded. Project managers can swiftly authorize time and expenses, ensuring smooth workflow. Users can also develop comprehensive budgets by consolidating tasks associated with each project and monitor real-time progress against these budgets throughout the duration of the project. Additionally, generating reports on key operational data is straightforward, facilitating thorough evaluations of hours worked, expenses incurred, utilization rates, and more. This all-in-one approach ensures that teams can focus on delivering quality services while maintaining efficient operational oversight.
API Access
Has API
No
API Access
Has API
No
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
Workato
Yes
XCD HR and Payroll
Yes
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
Workato
No
XCD HR and Payroll
No
Pricing Details
No price information available.
Free Trial
No
Free Version
No
Pricing Details
$4 per user per month
30 day free trial. Teams of three or fewer members are free forever.
Free Trial
Yes
Free Version
Yes
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
No
Vendor Details
Company Name
Certinia
Founded
2009
Country
United States
Website
www.certinia.com/solutions/professional-services-cloud/
Vendor Details
Company Name
Ruddr
Country
United States
Website
www.ruddr.io
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
No
Collaboration Tools
No
Document Management
No
Portfolio Management
No
Project Management
Yes
Proposal Generation
No
Quote Management
No
Resource Management
Yes
Time & Expense Tracking
Yes
Time and Expense
Activity Tracking
No
Billable Hours Tracking
Yes
Billing Rate Management
Yes
Expense Tracking
Yes
Invoice Processing
No
Multiple Billing Rates
No
Project Tracking
Yes
Reimbursement Management
No
Time Tracking by Client
Yes
Time Tracking by Project
Yes
Time Tracking
Automatic Time Capture
No
Billable & Non-Billable Hours
Yes
Billing & Invoicing
Yes
Employee Database
Yes
Expense Tracking
No
Mobile Time Tracking
No
Multiple Billing Rates
Yes
Offline Time Tracking
No
Online Time Tracking
No
Overtime Calculation
No
Time per Project Reporting
No
Timesheet Management
Yes
Vacation / Leave Tracking
Yes