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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

Promys Enterprise PSA stands out as a highly acclaimed cloud-based professional service automation platform tailored for IT, managed services, and providers of audiovisual and physical security solutions. With its scalable architecture and user-friendly interface, Promys Enterprise PSA encompasses an array of functionalities such as help desk support, time tracking, billing, project management, procurement, service contract oversight, customer asset management, and comprehensive reporting. Additionally, the platform enables real-time updates regarding invoicing, purchase orders, and various reports related to products, labor, contracts, and overall revenue performance, ensuring that users remain informed and organized. Its extensive feature set makes it an invaluable tool for businesses looking to enhance their operational efficiency and service delivery.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

Acumatica Cloud ERP
Certinia ERP Cloud
ConnectWise Cybersecurity Management
Expensify
Google Calendar
Kaseya VSA
Microsoft Outlook
NinjaOne
QuickBooks Online
Rootstock Cloud ERP
Sage 50
Salesforce
Salesforce Agentforce 360 Platform
Salesforce Agentforce Service
Workato
XCD HR and Payroll

Integrations

Acumatica Cloud ERP
Certinia ERP Cloud
ConnectWise Cybersecurity Management
Expensify
Google Calendar
Kaseya VSA
Microsoft Outlook
NinjaOne
QuickBooks Online
Rootstock Cloud ERP
Sage 50
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

$39.00/month/user
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

Promys

Founded

2003

Country

Canada

Website

www.promys.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

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

Alternatives

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