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API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

Salesforce
Certinia ERP Cloud
Expensify
Microsoft Dynamics 365
Microsoft SharePoint
QuickBooks Online
QuickBooks Online Advanced
Rootstock Cloud ERP
SAP Concur
Sage Intacct
Salesforce Analytics Cloud
Salesforce App Cloud
Salesforce Platform
Salesforce Service Cloud
Workato
XCD HR and Payroll

Integrations

Salesforce
Certinia ERP Cloud
Expensify
Microsoft Dynamics 365
Microsoft SharePoint
QuickBooks Online
QuickBooks Online Advanced
Rootstock Cloud ERP
SAP Concur
Sage Intacct
Salesforce Analytics Cloud
Salesforce App Cloud
Salesforce Platform
Salesforce Service Cloud
Workato
XCD HR and Payroll

Pricing Details

No price information available.
Free Trial
Free Version

Pricing Details

$20 per user per month
Free Trial
Free Version

Deployment

SaaS
iPhone
iPad
Android
Windows
Mac
Linux

Deployment

SaaS
iPhone
iPad
Android
Windows
Mac
Linux

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Vendor Details

Company Name

Certinia

Founded

2009

Country

United States

Website

certinia.com/professional-services-cloud/

Vendor Details

Company Name

Upland Software

Founded

2012

Country

United States

Website

uplandsoftware.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

Project Management

Agile Methodologies
Budget Management
Client Portal
Collaboration Tools
Cost-to-Completion Tracking
Customizable Templates
Gantt Charts
Idea Management
Kanban Board
Milestone Tracking
Portfolio Management
Resource Management
Time & Expense Tracking
Traditional Methodologies

Resource Management

Capacity Management
Data Visualization
Demand Forecasting
Drag & Drop
Employee Scheduling
Filtered Search
Resource Allocation
Skills Tracking
Utilization Management

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