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AI-POWERED PROJECT MANAGEMENT

Manage complex projects with confidence 

Keep every project on track with real-time visibility into resources and financials—all on the world's leading CRM, Salesforce.
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Empowering 1,400+ customers

Software Improvement Group SIG logo, Certinia customer
Efficio logo
CLOUDTEAM LOGO
INTO logo
1E logo, Certinia customer
Salesforce logo, Certinia partner

Why services leaders choose Certinia

Complete financial control

  • Get real-time status of your projects’ financials—from bookings, backlogs, billings, budgets, to revenue and rate realization. 

  • Optimize margins instantly. Use actionable dashboards to see opportunities and stop leaks.

  • Make swift adjustments without driving up admin costs. 

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Real-time project tracking

  • Track every project milestone, task, and deliverable in real time with end-to-end portfolio visibility.

  • Use next-gen Gantt views and Work Breakdown Structures (WBS) to plan smarter and catch potential delays. 

  • Offer consistent experiences and scale repeatable processes with customizable project templates.

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Seamless handoffs

  • Unite sales and services with shared opportunity pipeline views and automated opportunity-to-project creation.

  • Accelerate time-to-delivery without data leaks with perfect handoffs.

  • Work from anywhere, on any device. Ensure no delays or dropped details.

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Build trust with transparency

  • Strengthen trust through Communities that give clients real-time project visibility.

  • Collaborate with clients at every stage to reduce miscommunication.

  • Offer differentiated experiences to boost customer satisfaction and loyalty.

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How Certinia empowers top-performing businesses

 

695%
return on investment
10 %
faster project management
450
new service delivery projects initiated monthly

Trusted by services leaders worldwide

Check G2 Leader – Professional Services Automation
Check 700+ verified reviews

What our G2 reviewers say

Shubham J., Software Engineer

“It provides real-time visibility into project financials, resource utilization, and time tracking—all within the Salesforce ecosystem—making it highly efficient for services teams.”

Robert H., Director of Business Development

“Certinia PS Cloud solves revenue leakage and provides a seamless sales-to-services handoff, revenue forecasting, and resource forecasting, to name a few. This ultimately drives customer 360 and satisfied clientele.”

Girish A., Technical Solutions Manager

“Certinia PS Cloud acts as a bridge that fills the gap between Sales and Services. For example, opportunity data now directly drives resourcing plans, forecasted revenue, and project creation—no more manual handovers or duplicate entries.”

Shiv S., Software Engineer

“It supports seamless time tracking, resource management, and project management, all within a single, scalable platform. Implementation is straightforward, and the tool adapts well as business needs grow. Customer support has been excellent, and the platform has become a core part of our daily operations.”

Dan F., Salesforce Administration - Sales Operations Manager

“The team at Certinia is great and ever responsive! It has everything we need to run our business and they are constantly making improvements. The Customer Service and Account Managers are always wonderful to work with and respond in a timely manner! It helps us with our revenue recognition for all of our consultants.”

Kiran M., Software Developer

"The best thing that Certinia provides is regular updates and quick support. It is very user-friendly and easy to use so anyone can use it, and very easy to implement as well. It is built on the Salesforce Platform, which is cloud-based so we can easily integrate and design various business functions."

Manage your projects, resources, and finances on one platform

Request a demo to see how Certinia helps you: 

  • Deliver on time, every time with real-time tracking of milestones, resources, and costs across your entire project portfolio 
  • Protect project margins with instant visibility into financials—from bookings to backlogs, billings to budgets, and revenue to rate realization 
  • Unite sales and delivery with automated handoffs that eliminate data gaps and ensure seamless opportunity-to-project creation 
  • Empower your teams anywhere with mobile access to time tracking, expense submission, and project updates that keep work moving 
  • Collaborate with customers using built-in portals and communities that increase transparency and strengthen relationships 
  • Configure to your workflow with flexible project templates and WBS support that adapt to your unique delivery processes 

Keep projects on schedule, budgets in check, and customers satisfied on the Salesforce platform your teams already use.

Purpose-built for services. Trusted by industry leaders.

ARMS logo
“We evaluated SAP, NetSuite, and Certinia as the three major players. When it came down to it, the integration with Salesforce was such a key requirement that the other two just didn’t fit into that brief.”
  • John McIntosh
  • Head of IT
1E logo, Certinia customer
“Compared to the competition, Certinia works seamlessly with Salesforce, making it more of a one-stop shop for all departments.”
  • Bailey Dbouk
  • Sales Operations Analyst
“We looked at a number of vendors in the marketplace such as NetSuite OpenAir and Kantata. For us, Certinia was the clear leader. What instilled confidence in the solution was seeing our own clients’ success within their services businesses.”
  • Jordan Steward
  • Senior Director
Salesforce Practice
ARMS logo
1E logo, Certinia customer

Built for every services-led industry

Certinia adapts to how you sell, deliver, and grow—whether you run consulting engagements, managed services, product-led services, hardware programs, or compliance-driven work. All on Salesforce.

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