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support

Description

Aysling serves as a comprehensive PSA (Professional Services Automation) software that effectively manages every aspect of your B2B operations, spanning from contracts to cash flow, as well as project execution to payment processing. Its deployment is straightforward, and it is designed to be user-friendly and simple to oversee, providing excellent support and guidance throughout. Aysling integrates a robust Sales CRM alongside features like Order Management, Project Management, Labor Tracking, Subscription Management, Service Ticketing, Workflow Automation, and Billing, all within a single cloud-based platform. Furthermore, it supports numerous dedicated integrations with popular tools such as QuickBooks Online, Twilio, and Zapier, enhancing its versatility and functionality for businesses. With Aysling, companies can streamline their processes and improve efficiency across various departments.

Description

Certinia's Professional Service Automation (PSA), previously known as FinancialForce, is a comprehensive solution designed to assist professional services firms in fulfilling client needs while enhancing revenue growth. This robust platform encompasses a variety of functionalities such as resource allocation, time and expense tracking, billing and revenue recognition, project oversight, and sales collaboration, among others. By utilizing Certinia's PSA, businesses can effectively assign the most suitable personnel to each project, foster engagement with clients and partners, and prioritize project profitability, ultimately leading to improved resource management and heightened customer satisfaction. Furthermore, this integrated application streamlines operations, allowing firms to focus on delivering exceptional service and achieving their business goals.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

Constant Contact
Dropbox
Expensify
Gmail
HubSpot CMS Hub
HubSpot Customer Platform
HubSpot Service Hub
Mailchimp
Mailchimp Transactional Email (Mandrill)
Microsoft Outlook
Pendo
Pendo
Rootstock Cloud ERP
Salesforce Agentforce 360 Platform
Salesforce Agentforce Service
Twilio
XCD HR and Payroll
Zapier

Integrations

Constant Contact
Dropbox
Expensify
Gmail
HubSpot CMS Hub
HubSpot Customer Platform
HubSpot Service Hub
Mailchimp
Mailchimp Transactional Email (Mandrill)
Microsoft Outlook
Pendo
Pendo
Rootstock Cloud ERP
Salesforce Agentforce 360 Platform
Salesforce Agentforce Service
Twilio
XCD HR and Payroll
Zapier

Pricing Details

$60 per user per month
Free Trial
Free Version

Pricing Details

No price information available.
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

Aysling

Founded

2005

Country

United States

Website

www.aysling.com

Vendor Details

Company Name

Certinia

Founded

2009

Country

United States

Website

certinia.com/professional-services-cloud/

Product Features

ERP

Accounting Integration
Accounting Management
CRM
Dashboard
Distribution Management
Enterprise Asset Management
Financial Management
HR Management
Inventory Management
Order Management
Project Management
Purchase Order Management
Purchasing
Reporting/Analytics
Sales Management
Supply Chain Management
Warehouse Management

Professional Services Automation

Billing & Invoicing
CRM
Client Portal
Collaboration Tools
Document Management
Portfolio Management
Project Management
Proposal Generation
Quote Management
Resource Management
Time & Expense Tracking

Product Features

Professional Services Automation

Billing & Invoicing
CRM
Client Portal
Collaboration Tools
Document Management
Portfolio Management
Project Management
Proposal Generation
Quote Management
Resource Management
Time & Expense Tracking

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