Average Ratings 1 Rating

Total
ease
features
design
support

Average Ratings 1 Rating

Total
ease
features
design
support

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.

Description

Our team specializes in developing websites and applications designed to facilitate exceptional content publishing across various devices and experiences. Innovins stands out as a premier company in Online Reputation Management and Digital Marketing. To ensure the safety of your customer data, your billing platform must feature a PCI-Compliant Checkout and maintain accurate audit trails alongside GAAP-compliant Recurring Revenue Recognition. Our system simplifies plan adjustments, allowing for smooth management of customer upgrades, downgrades, and refunds while ensuring accurate proration of changes. Additionally, you'll have the capability to modify customer information and billing details, including quantities and pricing. Offering potential customers a trial of your product can significantly increase their engagement and likelihood of conversion. You also have the flexibility to adjust the trial period duration, update payment details, and manage free trial coupons applicable to any plans. ChargeMonk is equipped with a comprehensive suite of value propositions and a variety of add-on services, making the process of cross-selling more efficient for your business. This holistic approach helps to enhance customer satisfaction while driving revenue growth.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

Certinia ERP Cloud
Expensify
Rootstock Cloud ERP
Salesforce
Salesforce Agentforce 360 Platform
Salesforce Agentforce Service
Workato
XCD HR and Payroll

Integrations

Certinia ERP Cloud
Expensify
Rootstock Cloud ERP
Salesforce
Salesforce Agentforce 360 Platform
Salesforce Agentforce Service
Workato
XCD HR and Payroll

Pricing Details

No price information available.
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

Certinia

Founded

2009

Country

United States

Website

certinia.com/professional-services-cloud/

Vendor Details

Company Name

Innovins Technologies

Country

India

Website

innovinstechnologies.com

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

Product Features

Subscription Management

Cancellation Management
Discount / Coupon Management
Dunning Management
Enrollment Management
Product Catalog
Recurring Billing
Revenue Recognition
Revenue Recovery Tools
Self Service Portal
Subscription Plan Management
Tax Management
Trial Management
Usage Tracking/Analytics

Alternatives

Continuum PSA Reviews

Continuum PSA

CrossConcept Continuum PSA

Alternatives

BigTime Reviews

BigTime

BigTime Software