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AI-Powered PSA On Salesforce

One platform for your entire services business

Get unified data, smarter decision-making, and superior customer outcomes by connecting sales, delivery, finance, and customer success on the only Salesforce-native PSA.
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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

On time and on budget

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

  • Catch potential delays or overruns before they leak revenue.

  • Keep customers confident with a single source of truth from sales to closeout.

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Real-time financial insights

  • See exactly where you’re making or losing money on every project with embedded analytics.

  • Optimize margins and resource planning instantly with real-time data—not spreadsheets. 

  • Eliminate revenue leakage. Unify your data, catch unbilled time, automate forecasting.

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Boost operations and cash flow

  • Support any billing model—usage-based, subscription, fixed-fee, or blended—without custom development. 

  • Automate billing, invoicing, and revenue recognition to accelerate cash flow.

  • Align stakeholders on a single platform to eliminate miscommunication and speed up decisions.

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AI-powered estimates

  • Automate estimating from quote to delivery and create accurate estimates in minutes. 

  • Leverage historical project data for precision pricing.

  • Win more business and protect your margins from day one.

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How Certinia empowers top-performing businesses

 

695 %
return on investment
17 %
boost in resource optimization
>90 %
less revenue leakage

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."

What if you could run your entire services business on one platform?

Request a demo to see how Certinia helps you:

  • Sell: Accelerate sales cycles with accurate, profitable project quotes.
  • Staff: Match the right people to the right projects for optimal resource allocation.
  • Deliver: Execute and track projects in real-time with comprehensive tools.
  • Bill: Automate billing and revenue recognition to eliminate leakage.
  • Renew: Drive predictable revenue through proactive lifecycle management.

Fix revenue leaks, staff smarter, and forecast with confidence on the 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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