Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Average Ratings 1 Rating

Total
ease
features
design
support

Description

Datto's Autotask Professional Services Automation (PSA) platform stands out as a robust and user-friendly cloud solution that offers a comprehensive overview of an entire business, empowering Managed Service Providers (MSPs) to streamline operations and leverage data insights for enhanced service quality, productivity, and profitability. This innovative PSA tool enables MSPs to optimize every facet of their operations, integrating essential resources necessary for managing a successful services business. With its centralized operations, Autotask PSA enhances understanding through highly customizable dashboards and widgets, facilitating informed decision-making based on real-time data. Additionally, the platform is designed for ease of use, eliminating the need for extensive testing, maintenance, or frequent updates, while boasting a remarkable 99.99% uptime and top-tier security features. Serving as a vital backbone for MSPs, the PSA acts as a single point of reference for business operations, driving efficiency by automating various workflows and processes. In doing so, it not only simplifies management tasks but also empowers MSPs to focus on delivering exceptional service to their clients.

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.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Axis LMS Yes 
Contact Science Yes 
CyberFOX Password Manager Yes 
Datto RMM Yes 
Datto SaaS Defense Yes 
Desktop.com Yes 
ITBoost Yes 
Ingram Micro Cloud Yes 
Kevlarr Yes 
Netreo Yes 
Optimize365 Yes 
Rootstock Cloud ERP No 
ScalePad Backup Radar Yes 
ScalePad Lifecycle Insights Yes 
Simplii Yes 
ThreatAware Yes 
TimeZest Yes 
Zomentum Yes 
audIT Yes 

Integrations

Axis LMS No 
Contact Science No 
CyberFOX Password Manager No 
Datto RMM No 
Datto SaaS Defense No 
Desktop.com No 
ITBoost No 
Ingram Micro Cloud No 
Kevlarr No 
Netreo No 
Optimize365 No 
Rootstock Cloud ERP Yes 
ScalePad Backup Radar No 
ScalePad Lifecycle Insights No 
Simplii No 
ThreatAware No 
TimeZest No 
Zomentum No 
audIT No 

Pricing Details

$50 per user per month
Free Trial Yes 
Free Version No 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App Yes 
iPad App Yes 
Android App Yes 
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) No 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) Yes 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) No 
In Person No 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person No 

Vendor Details

Company Name

Datto, a Kaseya company

Founded

2007

Country

United States

Website

www.datto.com/products/autotask-psa

Vendor Details

Company Name

Certinia

Founded

2009

Country

United States

Website

www.certinia.com/solutions/professional-services-cloud/

Product Features

MSP

Backup Management No 
Billing & Invoicing No 
CRM No 
Dashboard No 
Help Desk No 
Issue Management No 
Live Chat No 
Patch Management No 
Privileged Access Management (PAM) No 
Project Management No 
Remote Access No 
Remote Systems Monitoring No 
Scheduling No 

Professional Services Automation

Billing & Invoicing Yes 
CRM Yes 
Client Portal Yes 
Collaboration Tools Yes 
Document Management No 
Portfolio Management No 
Project Management Yes 
Proposal Generation Yes 
Quote Management Yes 
Resource Management Yes 
Time & Expense Tracking Yes 

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 

Alternatives

ConnectWise PSA Reviews

ConnectWise PSA

ConnectWise

Alternatives

Continuum PSA Reviews

Continuum PSA

CrossConcept Continuum PSA