[Home](https://www.selecthub.com/) \> [PSA](https://www.selecthub.com/category/professional-services-automation/) \> [PSA Software](https://www.selecthub.com/c/psa-software/) \> Certinia 

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## What Is Certinia?

**Industry Specialties:** Media and Information Services, Technology, Services.

Certinia is a comprehensive professional services automation (PSA) solution designed to streamline project management, resource allocation, time tracking, and billing processes. Built on a robust cloud platform, it offers real-time visibility into project performance and financials, enabling organizations to make informed decisions swiftly. Certinia is particularly well-suited for industries such as IT services, consulting, and marketing agencies, where efficient project delivery and resource management are critical.

One of Certinia’s standout benefits is its seamless integration capabilities, allowing businesses to connect various tools and systems effortlessly. Its intuitive interface and customizable dashboards empower teams to collaborate more effectively and enhance overall productivity. Popular features include advanced reporting, automated invoicing, and comprehensive time and expense tracking, which collectively contribute to optimizing operational workflows.

Users often praise Certinia for its scalability and adaptability, making it a reliable choice for growing businesses. While specific pricing details are not publicly available, interested organizations are encouraged to contact SelectHub for a tailored quote that fits their unique requirements.

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[ Try Before You Buy. Request a Free Demo Today! Request Demo It's completely free! ](https://pmo.selecthub.com/get-product-demo/?category=PSA+Software&product%5Fname=Certinia&origin%5Furl=https%3A%2F%2Fwww.selecthub.com%2Fp%2Fpsa-software%2Fcertinia%2F&product%5Flogo=https%3A%2F%2Fcdn.selecthub.com%2Fproducts%2F3b3fff6463464959dcd1b68d0320f781-2ed8777c43642b73111cb6ed0b7b0b07%2Fresources%2Fnormal%2Flogo.png%3F1693317549) 

 User Sentiment i 

![User satisfaction level icon: good]() 

Based on 396 reviews:

 Add your rating:

![Screenshots]()![Screenshots]()![Screenshots]()![Screenshots]()![Screenshots]()![Screenshots]()![Screenshots]()![Screenshots]()![Screenshots]()![Screenshots]()![Screenshots]()![Screenshots]()![Screenshots]() 

 Product Screenshots and Videos

## #3

 Certinia is ranked #3 on the top 10 PSA Software leaderboard based on a comprehensive analysis performed by SelectHub research analysts. Compare the leaders with our In-Depth Report.

[ Get the Report Now](https://pmo.selecthub.com/request-custom-scorecard?category%5Fslug=psa-software&product%5Fslug=certinia&slug=certinia&product%5Fname=Certinia&category=PSA+Software&origin%5Furl=https%3A%2F%2Fwww.selecthub.com%2Fp%2Fpsa-software%2Fcertinia%2F) 

## Certinia Pricing

Based on our most recent analysis, Certinia pricing starts in the range of $100 - $500.

[Get Price Quote](https://pmo.selecthub.com/get-product-pricing/?category=PSA+Software&product%5Fname=Certinia&origin%5Furl=https%3A%2F%2Fwww.selecthub.com%2Fp%2Fpsa-software%2Fcertinia%2F&product%5Flogo=https%3A%2F%2Fcdn.selecthub.com%2Fproducts%2F3b3fff6463464959dcd1b68d0320f781-2ed8777c43642b73111cb6ed0b7b0b07%2Fresources%2Fnormal%2Flogo.png%3F1693317549&price=3) 

Price

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$

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Starting From

Custom Quote 

 i

Pricing Model

Monthly, Quote-Based

Free Trial

Yes ([Request for Free](https://pmo.selecthub.com/free-trial/?product%5Fname=Certinia&category=PSA+Software&product%5Flogo=https://cdn.selecthub.com/products/3b3fff6463464959dcd1b68d0320f781-2ed8777c43642b73111cb6ed0b7b0b07/resources/normal/logo.png?1693317549)) 

## Training Resources

 Certinia is supported with the following types of training:

Documentation

In Person

Live Online

Videos

Webinars

## Support

 The following support services are available for Certinia:

Email

Phone

Chat

FAQ

Forum

Help Desk

Knowledge Base

Tickets

Training

24/7 Live Support

## Certinia Benefits and Insights

Why use Certinia?

### Key differentiators & advantages of Certinia

* **Enhanced Resource Allocation:** Certinia optimizes resource allocation by analyzing project requirements and matching them with available skills, ensuring that the right people are assigned to the right tasks.
* **Improved Project Visibility:** With real-time dashboards and reporting, Certinia provides comprehensive insights into project progress, helping managers make informed decisions quickly.
* **Streamlined Billing Processes:** Automating invoicing and billing reduces errors and accelerates cash flow, allowing finance teams to focus on strategic tasks rather than manual data entry.
* **Increased Collaboration:** Certinia fosters team collaboration through integrated communication tools, enabling seamless information sharing and reducing project delays.
* **Accurate Time Tracking:** By capturing time spent on tasks accurately, Certinia helps in precise billing and project cost management, ensuring profitability.
* **Scalable Solution:** As your business grows, Certinia scales effortlessly, accommodating more users and projects without compromising performance.
* **Customizable Workflows:** Tailor workflows to fit specific business processes, enhancing efficiency and ensuring that the software adapts to your unique operational needs.
* **Data-Driven Decision Making:** Leverage advanced analytics to gain actionable insights, enabling strategic planning and proactive management of potential risks.
* **Reduced Administrative Overhead:** Automating routine administrative tasks frees up valuable time for employees to focus on high-impact activities, boosting overall productivity.
* **Enhanced Client Satisfaction:** Deliver projects on time and within budget, improving client satisfaction and fostering long-term business relationships.
* **Seamless Integration:** Certinia integrates with existing systems like CRM and ERP, ensuring a unified approach to business management and reducing data silos.
* **Compliance and Security:** Built-in compliance features and robust security protocols protect sensitive data, ensuring adherence to industry standards and regulations.
* **Cost Efficiency:** By optimizing resource use and minimizing waste, Certinia helps reduce operational costs, contributing to a healthier bottom line.
* **Real-Time Collaboration:** Teams can collaborate in real-time, regardless of location, ensuring that everyone is aligned and informed, which enhances project outcomes.
* **Predictive Analytics:** Utilize predictive analytics to forecast project outcomes and resource needs, allowing for proactive adjustments and better strategic planning.

### Industry Expertise

Certinia is particularly well-suited for mid-sized to large enterprises, especially those in finance, healthcare, and manufacturing, that require detailed financial reporting, sophisticated risk management, and multi-currency support. It's also a good fit for companies that need to comply with strict regulations and maintain thorough audit trails.

## Certinia Reviews

Based on our most recent analysis, Certinia reviews indicate a 'good' User Satisfaction Rating of 78% based on 396 user reviews from 5 recognized software review sites.

![User satisfaction level icon: good]() 

396 reviews

78%

of users would recommend this product

###  Synopsis of User Ratings and Reviews

Based on an aggregate of Certinia reviews taken from the sources above, the following pros & cons have been curated by a SelectHub Market Analyst.

#### Pros

* **Project Management:** User reviews praise Certinia for its robust project management capabilities, enabling businesses to effectively track project timelines, costs, and budgets.
* **Ease of Use:** User reviews consistently highlight the platform's user-friendly interface, making it easy for teams to adapt and utilize its features effectively.
* **Customer Support:** User reviews commend Certinia's excellent customer support, ensuring assistance and guidance whenever needed.
* **Automation and Visibility:** Certinia's automation features streamline various processes, providing real-time visibility into project progress, resource allocation, and financial performance.

#### Cons

* **Cost-Effectiveness:** User reviews indicate that while Certinia is a capable PSA solution, the cost satisfaction relative to its value is moderate. This suggests that some users find the pricing to be on the higher side compared to the features and benefits offered.
* **Implementation Complexity:** Certinia's robust functionality and integration with Salesforce can lead to complex implementation processes. User reviews highlight that setting up Certinia can be challenging, especially for those unfamiliar with the platform, and may require significant time and resources.

#### Researcher's Summary:

Is Certinia PSA the bee's knees or just a bunch of hype? User reviews from the past year reveal a mixed bag. While many appreciate Certinia's robust project management features and seamless integration with Salesforce, particularly its automation capabilities for contact and task management, some have voiced concerns regarding its implementation process. Users praise Certinia's intuitive interface and comprehensive features, such as time tracking, resource allocation, and reporting, which streamline workflows and centralize project information. However, the software's extensive customization options, while a strength for some, can lead to a steep learning curve and complex setup, especially for those unfamiliar with Salesforce permissions. 

Certinia shines when it comes to managing complex projects within the Salesforce ecosystem. Its tight integration with Salesforce allows for real-time data synchronization and consolidated reporting, a boon for businesses heavily reliant on the Salesforce platform. However, this reliance on Salesforce can also be a drawback, as the implementation process may require significant configuration and potential customization to align with existing Salesforce workflows. Overall, Certinia is best suited for businesses already invested in the Salesforce ecosystem, particularly those seeking a robust project management solution deeply integrated with their existing CRM and financial systems. Smaller businesses or those new to Salesforce may find the initial setup daunting and might consider alternative PSA solutions with simpler implementations. 

## Key Features

* **Integration:** Get more functionality by integrating ERP with various applications. Build application for the company itself or infuse added features to the said ERP with SalesForce AppExchange.
* **Mobility:** Access applications from devices such as smartphones or tablets. Give users the freedom to enter time cards from a remote location. Collaborate with other users on the go with the application supporting both Android and iOS operating systems.
* **Analytics Capabilities:** Get both standard and customized reports with data located in a single place. Create a personalized dashboard and gain the ability to analyze trends and acquire ad hoc inquiries. Control the visibility of data with security profiles. Make mobile dashboards and reports and view them on different types of devices.
* **Audit:** Automatically track important audit fields. Check evidence of transactions, including files, commentary and scanned documents on a single platform. Enforce financial transparency within the organization and get user-defined tracking of key fields.
* **Analytics:** Get in-depth knowledge of the business with the help of ERP Analytics and Reporting by Salesforce Einstein to boost revenue and expand the organization’s footprint. Keep the operation uniform and predictive with a pre-built dashboard and fine-tuned data.  
   * **CFO Dashboard:** Make timely informed decisions by gaining instant access to a global financial view. Determine trends in cash flow and aggregate across multi-company and multi-currency scenarios.  
   * **Trend Predictions:** Get the insights required to make well-informed decisions. Use predictive power of the Einstein solution across the general ledger and balance sheet. Identify revenue patterns, and determine when to strategize according to the behavior. Keep a tab on the financials in summary or item by item.  
   * **Insights:** Look over different accounting transactions. No need to run cumbersome programs, calculations and update operations. Create or select from financial statements templates. Make use of various pictographs to conduct multi-dimensional analysis. Make customization and configuration easy with SalesForce Lightning Web Components.  
   * **Mobile-Friendly:** Access contextual reporting, analytics anywhere, anytime.
* **Procurement:** Minimize costs and prevent contract leakage while enforcing spend controls. Give approvers the power to approve and deny purchases quickly with an automated workflow. Gain visibility and control over procurement to payment for direct and indirect spend.  
   * **Requisition:** Get complete visibility of the send the minute a requisition gets placed with the procurement software—built on the Salesforce platform. Automatically enforce the spend policy before a purchase order is created. Ensure that the budget is in line and the margins are positive. See that the accounting is straight with the purchase order accruals. Create recurring purchase orders for repeat requests and put procurement hierarchies and multiple requests into a single purchase.  
   * **Suppliers Agreement:** Get current and correct details of the prices, approved suppliers, pricing and catalogs online with the procurement program.  
   * **Sourcing:** Compare price, delivery and special conditions by capturing bids in a single repository. Send requirements to multiple suppliers at once. Gain insights into supplier analysis by tracking historical sourcing data. Convert sourcing requests to purchase orders with a single click. Take advantage of pre-negotiated supplier agreements.  
   * **Purchase Order:** Ensure traceability and accuracy across the entire procedure. Automate purchase order creation with supplier agreement. Track metrics and procurement analytics. Manage and analyze procurement of goods and services across the organization.
* **Revenue Management:** Reduce period-end close by automating calculations and gain transparency into recognized and deferred revenue.  
   * **Revenue Recognition:** Track all streams—products, subscriptions, services and usage-based contracts in one system which supports multiple currencies and entities.  
   * **Audit-Friendly:** Ensure adherence to the ASC 606 and IFRS 15 standards. Boost the audit transparency and visibility of revenue recognition data. Automate practices and match revenue to performance obligations. Manage customer and billing activity alongside everything with SalesForce.  
   * **Compliance:** Record transactions accurately by enforcing standards. Check the impact and accordingly adjust the processes directly into the system. Support current needs and transition to the new standards with easy configuration.  
   * **Forecasting:** Gain the ability to see total funds and forecast revenue summaries or predict item by item. Get forecasting for multiple data sources with recognized and forecasted values. Allow teams to make decisions for the next day, week or month.
* **Subscription and Usage Billing:** Improve accuracy and boost efficiency with a single source of business truth. Manage the most complex customer relationships in a centralized way with one solution.  
   * **Usage Billing:** Package and bundle products by configuring the pricing and contract terms from one screen. Automate billing operation and taxation and merge multiple invoices into one.  
   * **One Customer Record:** Gain visibility and provide everyone the information they need to maintain customer relationships. Make well-informed decisions by analyzing customer data at any stage. Get proactive notifications to protect renewals.  
   * **One Billing:** Connect to Salesforce CRM and any app in the ERP Suite with the Salesforce subscription billing app. Share one customer master record across all departments by connecting billing data across all apps. Ensure maximum compliance with an end-to-end audit trail.  
   * **BI and Analytics:** Get powerful real-time insights and analytics with a unified solution. Gain visibility across the entire organization and make a well-informed decision.
* **Accounting and Financial Reporting:** Support all multi-company, multi-currency, multi-book, account multi-chart and multi-language needs with a multi-everything engine.  
   * **Financial Reporting:** Get deeper insights and richer analyses with real-time financial data, day-to-day operational reporting, modeling and trackable KPIs. View crucial information from mobile devices. Analyze data to meet business needs. Create a financial statement template or choose from a dozen predefined ones.  
   * **General Ledger:** Streamline time-consuming tasks like automated reversing of entries and recurring journal entries. Handle the most diverse requirements. Allocate cost with predefined templates. Transfer costs between companies or business units with intercompany journals.  
   * **Consolidation:** Measure a firm’s financial performance with intercompany and multi-company software. Effectively manage transactions, reporting and reconciliations from multiple companies in multiple currencies. Use a reconciliation engine to merge all company entity data into one report.  
   * **Receivables and Collections:** Ensure accuracy by organizing cash. Coordinate with the sales team and every customer. Create accurate invoices and post instantly to accounts receivable. Calculate due dates and settlement accounts automatically. Manage daily tasks and projects in one place using role-based workspaces.  
   * **Payment and Settlement:** Automate accounts payable and configure routing pathways to manage processes and match organizational structure. Add requisitioning, purchase order and invoice matching capabilities. Monetize contract terms and discounts.  
   * **Fixed Asset Management:** Know what, how much and when it comes to asset costs. Track the entire lifecycle of assets from procurement to disposal. Access asset history and warranties by attaching documents. Leverage straight line, alternate straight line, double declining balance, units-of-production or sum of years depreciation.  
   * **Cash Management:** Ensure ready to reconcile and accurate cash balances in the necessary currency for the transaction. Keep control of the cash inflow and outflow across multiple bank accounts. Track or forecast cash using a dashboard.  
   * **Communities:** Minimize average outstanding sales per day and improve collaboration with a customized, self-service community. Give customers the freedom to manage billing and account management. Ensure quick and easy communication with built-in social tools. Get multi-company and multi-currency support and make cash and credit card payments. Keep track of activity, account balances and expenditures.
* **Inventory Management:** Check, simplify and optimize the entire order for the fulfillment process for goods and services. Gain an understanding of inventory, what can be sold and how to make all this profitable.  
   * **Single System:** Manage order and fulfillment of both goods and services for multiple channels with order and inventory management.  
   * **Inventory:** Get a flexible Salesforce inventory management system that provides support for both virtual and physical inventory. Check across different physical locations and companies with order and inventory management. Keep tabs on inventory levels in multiple currencies and the actual costs. Integrate cycle counting in daily inventory activities.  
   * **Transferring:** Transfer goods from warehouse to warehouse in bulk quantity without any shipment or receipt process.  
   * **Lot Control:** Create serial number and lot control while the item is defined. Gain visibility of actual margin and ensure that the profit keeps growing.  
   * **Replenishment:** Make sure the inventory is always in stock with the built-in reorder point. Customize the warehouse, conditions and ownership with order and inventory management. Use safety stock, reorder points, min/max and acquisition lead time to automate supply requisitions. View all fulfillment tasks and insight using role-based workspace in one screen.  
   * **Item Management:** Keep the inventory organized and the stock replenished with the order and inventory management solution. Handle inventory by customer, supplier or project and easily manage multiple conditions under a single SKU.

  
## Limitations

At the time of this review, these are the limitations according to user feedback:

  
* Configuration issues after implementation.
* Overwhelmed with data.
* Reporting engines can be overwhelming.
* Aging, cash matching and printing checks are time-consuming.
* Duplicate processes between Account and Supplier Site.
* Redundant steps between Salesforce and the platform.

  
## Suite Support

_mail\_outline_Email: info@certinia.com.

_phone_Phone: America: +1 (866) 743-2220, UKL 0808-2389791, EMEA: +44 207-0226504 andAPAC: +61 2-8089-0300.

_school_Training: Get updates on the latest news and trending topics via the resource center.

_local\_offer_Tickets: Log a case in the community section.

  
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## Awards

SelectHub research analysts have evaluated Certinia and concluded it earns best-in-class honors for Project Collaboration and Platform Compliance. 

![Project Collaboration Award]()

![Platform Compliance Award]()

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Certinia is a comprehensive professional services automation (PSA) solution designed to streamline project management, resource allocation, time tracking, and billing processes. Built on a robust cloud platform, it offers real-time visibility into project performance and financials, enabling organizations to make informed decisions swiftly. Certinia is particularly well-suited for industries such as IT services, consulting, and marketing agencies, where efficient project delivery and resource management are critical.
One of Certinia’s standout benefits is its seamless integration capabilities, allowing businesses to connect various tools and systems effortlessly. Its intuitive interface and customizable dashboards empower teams to collaborate more effectively and enhance overall productivity. Popular features include advanced reporting, automated invoicing, and comprehensive time and expense tracking, which collectively contribute to optimizing operational workflows.
Users often praise Certinia for its scalability and adaptability, making it a reliable choice for growing businesses. While specific pricing details are not publicly available, interested organizations are encouraged to contact SelectHub for a tailored quote that fits their unique requirements.
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            "author": {
              "@type": "Person",
              "name": "Khaleel Hayes",
              "reviewBody": "Is Certinia PSA the bee's knees or just a bunch of hype?  User reviews from the past year reveal a mixed bag.  While many appreciate Certinia's robust project management features and seamless integration with Salesforce, particularly its automation capabilities for contact and task management, some have voiced concerns regarding its implementation process.  Users praise Certinia's intuitive interface and comprehensive features, such as time tracking, resource allocation, and reporting, which streamline workflows and centralize project information.  However, the software's extensive customization options, while a strength for some, can lead to a steep learning curve and complex setup, especially for those unfamiliar with Salesforce permissions. Certinia shines when it comes to managing complex projects within the Salesforce ecosystem.  Its tight integration with Salesforce allows for real-time data synchronization and consolidated reporting, a boon for businesses heavily reliant on the Salesforce platform.  However, this reliance on Salesforce can also be a drawback, as the implementation process may require significant configuration and potential customization to align with existing Salesforce workflows.  Overall, Certinia is best suited for businesses already invested in the Salesforce ecosystem, particularly those seeking a robust project management solution deeply integrated with their existing CRM and financial systems.  Smaller businesses or those new to Salesforce may find the initial setup daunting and might consider alternative PSA solutions with simpler implementations."
            }
          },
              
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                      "name": "Project Management: User reviews praise Certinia for its robust project management capabilities, enabling businesses to effectively track project timelines, costs, and budgets."
                    },
                     
                  {
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                      "position": 2,
                      "name": "Ease of Use: User reviews consistently highlight the platform's user-friendly interface, making it easy for teams to adapt and utilize its features effectively."
                    },
                     
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                      "position": 3,
                      "name": "Customer Support: User reviews commend Certinia's excellent customer support, ensuring assistance and guidance whenever needed."
                    }
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                    "name": "Cost-Effectiveness: User reviews indicate that while Certinia is a capable PSA solution, the cost satisfaction relative to its value is moderate.  This suggests that some users find the pricing to be on the higher side compared to the features and benefits offered."
                    },
                     
                  {
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                    "name": "Implementation Complexity: Certinia's robust functionality and integration with Salesforce can lead to complex implementation processes. User reviews highlight that setting up Certinia can be challenging, especially for those unfamiliar with the platform, and may require significant time and resources."
                    },
                     
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          "applicationCategory": "PSA Software"
        }
```
