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API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

Certinia ERP Cloud
Expensify
Rootstock Cloud ERP
Salesforce
Salesforce Analytics Cloud
Salesforce App Cloud
Salesforce Platform
Salesforce Service Cloud
Toucan
Workato
XCD HR and Payroll
ZoneBilling

Integrations

Certinia ERP Cloud
Expensify
Rootstock Cloud ERP
Salesforce
Salesforce Analytics Cloud
Salesforce App Cloud
Salesforce Platform
Salesforce Service Cloud
Toucan
Workato
XCD HR and Payroll
ZoneBilling

Pricing Details

No price information available.
Free Trial
Free Version

Pricing Details

No price information available.
Free Trial
Free Version

Deployment

SaaS
iPhone
iPad
Android
Windows
Mac
Linux

Deployment

SaaS
iPhone
iPad
Android
Windows
Mac
Linux

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Vendor Details

Company Name

Certinia

Founded

2009

Country

United States

Website

certinia.com/professional-services-cloud/

Vendor Details

Company Name

NetSuite

Founded

1998

Country

United States

Website

www.netsuite.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

Business Process Management

Access Controls / Permissions
Alerts / Notifications
Business Process Automation
Business Rules Management
Collaboration
Process Change Tracking
Process Mapping
Process Modeling & Design
Visual Workflow Management

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

Resource Management

Capacity Management
Data Visualization
Demand Forecasting
Drag & Drop
Employee Scheduling
Filtered Search
Resource Allocation
Skills Tracking
Utilization Management

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