Average Ratings 1 Rating

Total
ease
features
design
support

Average Ratings 80 Ratings

Total
ease
features
design
support

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

Solid Performers CRM is a Pre & Post Sales Management CRM that is fast growing and can be used for any business need. We are an ISO 27001: 2013 Certified Company for Data Security and Maintenance. Our State of the Art Cloud Infrastructure is supported by Amazon Web Server, which allows us to provide the highest level of service availability, sustainability, and reliability 24 hours a day. We are committed to "Delivering Excellence" at every moment. Solid Performers CRM is one the few SAAS CRM software that can perform multiple functions, including lead management, client management, client followup management, lead to client conversion in one click, proposal management, proforma invoice management, invoice management, product management and many other functions.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

Certinia ERP Cloud
Expensify
Facebook
Google Calendar
Google Contacts
Rootstock Cloud ERP
Salesforce
Salesforce Agentforce 360 Platform
Salesforce Agentforce Service
Workato
XCD HR and Payroll
Zapier

Integrations

Certinia ERP Cloud
Expensify
Facebook
Google Calendar
Google Contacts
Rootstock Cloud ERP
Salesforce
Salesforce Agentforce 360 Platform
Salesforce Agentforce Service
Workato
XCD HR and Payroll
Zapier

Pricing Details

No price information available.
Free Trial
Free Version

Pricing Details

$ 20 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

Solid Performers Pvt. Ltd

Founded

2015

Country

India

Website

solidperformers.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

CRM

Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management

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