Average Ratings 1 Rating

Total 5 out of 5 stars
ease 5 out of 5 stars
features 5 out of 5 stars
design 5 out of 5 stars
support 4 out of 5 stars

Average Ratings 0 Ratings

Total 0 out of 5 stars
ease 0 out of 5 stars
features 0 out of 5 stars
design 0 out of 5 stars
support 0 out of 5 stars

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

Write a Review

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.

Description

Graysync serves as a comprehensive agency management platform designed to streamline client work and agency processes within a unified workspace. It integrates various functions such as project planning, task management, timeline tracking, resource allocation, budget oversight, expense tracking, invoicing, payments, and assessments of project profitability. Teams can easily collaborate by sharing briefs and files with clients, gathering feedback and approvals, and managing their calendars in alignment with project activities. Operational and financial insights are made accessible through reporting dashboards, providing essential oversight for businesses. Additionally, the platform features Gracie, an AI assistant that automates tedious administrative tasks to enhance efficiency. Graysync caters to creative agencies, digital firms, social media specialists, public relations professionals, event organizers, as well as in-house marketing teams and other professional service providers. Its structured workflows facilitate the entire process from the initial client brief to final delivery and financial evaluation, ensuring a smooth operation throughout. Ultimately, Graysync aims to elevate productivity and streamline communication within diverse agency environments.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

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

Integrations

Certinia Financial Management Cloud No 
Expensify No 
Rootstock Cloud ERP No 
Salesforce No 
Salesforce Agentforce 360 Platform No 
Salesforce Agentforce Service No 
Workato No 
XCD HR and Payroll No 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Pricing Details

No price information available.
Free Trial Yes 
Free Version 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 

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) Yes 
Online Support Yes 

Customer Support

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

Types of Training

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

Types of Training

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

Vendor Details

Company Name

Certinia

Founded

2009

Country

United States

Website

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

Vendor Details

Company Name

Graysync

Founded

2025

Country

Australia

Website

graysync.io

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 

Product Features

Professional Services Automation

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

Alternatives

Continuum PSA Reviews

Continuum PSA

CrossConcept Continuum PSA
5.0 out of 5 stars

Alternatives

Kantata Reviews

Kantata

4.2 out of 5 stars
UnitLook Reviews

UnitLook

UnitPick
Verbial Reviews

Verbial

CB Platforms