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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
Projector is the best-of breed professional services automation (PSA), tool for today's fast-paced service firms. Project PSA created the project to increase profit margins and improve resource utilization. Projector is cloud-based and simple to use. It allows service firms to seamlessly manage projects, track expenses and time, schedule resources, invoicing, and streamline workflows. Project management, resource management, and project accounting are the three core applications of Projector.
API Access
Has API
API Access
Has API
Integrations
Certinia Financial Management Cloud
Desktop.com
Expensify
Microsoft Project
Rootstock Cloud ERP
Sage Intacct
Salesforce
Salesforce Agentforce 360 Platform
Salesforce Agentforce Service
Workato
Integrations
Certinia Financial Management Cloud
Desktop.com
Expensify
Microsoft Project
Rootstock Cloud ERP
Sage Intacct
Salesforce
Salesforce Agentforce 360 Platform
Salesforce Agentforce Service
Workato
Pricing Details
No price information available.
Free Trial
Free Version
Pricing Details
$15.00/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
www.certinia.com/solutions/professional-services-cloud/
Vendor Details
Company Name
Projector PSA
Founded
2003
Country
United States
Website
www.projectorpsa.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