Professional services, customer success, and ERP solutions

When your business is service,
Certinia delivers

optimized resource utilization real-time customer and business insights growing profits

Here’s 10 reasons to have a single digital platform for growth

The time to become a nimble customer-centric organization is now

Certinia delivers a complete

Services-as-a-Business platform

Compliance & Audit

One platform, one truth

All your apps living on one platform means you have a single source of certainty. Compliance and audits are a breeze with automated audit trails, documentation and associated conversations. See what’s happening with any customer from one central location.

Security & Trust

Best practice data security

Security is the foundation of customer trust. Protect your data and apps with the industry’s highest security, privacy, and operational reliability standards. Stay ahead of threats with regular, comprehensive privacy and security assessments. 

Approval engine

End the endless approval process

Put a stop to customer delays and missed compliance standards. Give your employees a single shared approval engine to make guidelines clear and compliance automatic. Our automated approval logs and audit trails simplify service innovation.

Actionable social feed

Collaborate to delight customers

Get social to break down the walls between departments. Chatter is an instant news feed for teams that lets employees share info, ask questions, update each other, and quicken response times. Perform actions without ever leaving your business feed.


Meet your customer where they are

Service is mobile with the Certinia mobile app. Stay connected to your customers. Act on your business data and communicate with coworkers and clients with secure access to CRM, ERP, PSA, and customer app data at the office, home, or on the go.

Reporting & Analytics

Personalized dashboards and trend analyses for everyone

“Clicks not code” configuration makes standard and customized reporting simple. Deliver sales, services, finance, and custom app data in a single system customizable for each employee. Now, personalized dashboards, ad hoc reporting and trend analysis are for everyone. 

In-house development platform

The power to combine, design, and refine

Link custom data to get a 360º view of your customers, employees and service interactions. The Salesforce platform makes simple work of moving custom app data to your cloud database. Connect CRM, PSA, ERP, and Customer Success apps for improved reporting and analytics.

Modern lightning experience (LEX)

Personalized, simplified, and modern

Amplify your teams’ service skills with the speed, flexibility, and familiar usability of the Salesforce Lightning Experience. Our modern experience will help you be more productive, optimize operations, and build and deliver innovation faster.

Certinia for Salesforce

A single source of certainty

Certinia is native to Salesforce–sharing the same customer record, user experience, and industry leading analytics as the world’s most trusted cloud business platform. Empower your teams with real-time collaboration across your entire services business and deliver truly differentiated customer experiences.