Average Ratings 1 Rating
Average Ratings 1 Rating
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
ProjectPro provides businesses with a way to streamline their processes and gain better insight into project costs, resource requirements, and allocation. This allows for accurate and timely information. A dedicated solution allows you to integrate all aspects of project accounting, management and labor & resource management. It also provides material planning and customer relationship management. ProjectPro is a smarter, more efficient way to increase productivity in your construction business.
ProjectPro helps businesses streamline their processes with better insights into the overall project costs, resource requirement & allocation, which offers precise and timely information. Integrate all of your project accounting, management, labor & resources management, material planning, and customer relationship management through a dedicated solution. ProjectPro offers a smarter and better way to thrive in productivity for your construction business.
API Access
Has API
API Access
Has API
Integrations
Certinia ERP Cloud
Expensify
Microsoft Dynamics 365 Business Central
Rootstock Cloud ERP
Salesforce
Salesforce Agentforce 360 Platform
Salesforce Agentforce Service
Workato
XCD HR and Payroll
Integrations
Certinia ERP Cloud
Expensify
Microsoft Dynamics 365 Business Central
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
$50
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
ProjectPro
Founded
1999
Country
United States
Website
www.projectpro365.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
Construction Accounting
Accounts Payable
Accounts Receivable
Billing & Invoicing
Budgeting & Forecasting
Cash Management
Construction Breakdowns
General Ledger
Job Costing
Overrun Projections
Payroll Management
Purchase Order Management
Quotes / Estimates