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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

RealTime PSO is an enterprise-level professional services and outsourcing on demand application. It is cloud-based and patent protected. RealTime PSO is used by professional services firms and outsourcing companies to sell and deliver firm services on-demand for real-time revenue. It replaces sole dependence on RFPs or receivables for revenue. For a free trial of RealTime PSO, visit www.realtimepso.com.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

Salesforce
Cisco Webex
Expensify
HubSpot Customer Platform
HubSpot Marketing Hub
NetSuite
Pipedrive
QuickBooks Online
QuickBooks Online Advanced
Salesforce Agentforce 360 Platform
Salesforce Agentforce Service
Stripe Billing
Twilio
Workato
XCD HR and Payroll
Zero

Integrations

Salesforce
Cisco Webex
Expensify
HubSpot Customer Platform
HubSpot Marketing Hub
NetSuite
Pipedrive
QuickBooks Online
QuickBooks Online Advanced
Salesforce Agentforce 360 Platform
Salesforce Agentforce Service
Stripe Billing
Twilio
Workato
XCD HR and Payroll
Zero

Pricing Details

No price information available.
Free Trial
Free Version

Pricing Details

$65 per user per month
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

Trinity Systems Technologies

Website

www.realtimepso.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

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