Average Ratings 1 Rating

Total
ease
features
design
support

Average Ratings 2 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

Discover the ultimate platform for overseeing your team, projects, tasks, finances, and beyond, all in one place. Effortlessly monitor your projects with an intuitive interface that simplifies the process. The attendance feature enables team members to clock in and out directly from their dashboards, enhancing convenience. An insightful reporting section empowers you to evaluate your business's strengths and weaknesses effectively. Automate your billing processes and revenue recognition to optimize the contract-to-cash workflow seamlessly. Real-time messaging capabilities facilitate quick discussions among team members, fostering better communication. Additionally, a ticketing system allows for efficient issue reporting, tracking, and resolution. Integrate all your vital business tools with Worksuite to transform it into your central hub for project management. By leveraging these features, you can ensure that your projects are always on track and efficiently managed.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

Amazon S3
Certinia ERP Cloud
Expensify
OneSignal
PayPal
Pusher Beams
Razorpay
Rootstock Cloud ERP
Salesforce
Salesforce Agentforce 360 Platform
Salesforce Agentforce Service
Slack
Stripe
Workato
XCD HR and Payroll
Zoom

Integrations

Amazon S3
Certinia ERP Cloud
Expensify
OneSignal
PayPal
Pusher Beams
Razorpay
Rootstock Cloud ERP
Salesforce
Salesforce Agentforce 360 Platform
Salesforce Agentforce Service
Slack
Stripe
Workato
XCD HR and Payroll
Zoom

Pricing Details

No price information available.
Free Trial
Free Version

Pricing Details

No price information available.
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

Froiden Technologies

Founded

2014

Country

India

Website

worksuite.biz

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

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

Task Management

Collaboration
Create Subtasks
Gamification
Gantt Charts
Mobile Access
Percent-Complete Tracking
Progress Tracking
Recurring Tasks
Reporting/Analytics
Spreadsheet View
Task Board View
Task Planning
Task Scheduling
Task Tracking
Time Tracking
To-Do List View

Team Management

Assignment Management
Commenting / Notes
Goal Setting / Tracking
Messaging
Productivity Analysis
Progress Tracking
Project Planning
Resource Management
Task Management
Third Party Integration
Time Tracking

Work Management

Access Roles / Permissions
CRM
Calendar Management
Collaboration Tools
File Storage / File Sharing
Kanban
Messaging / Discussion
Performance Metrics
Project Management
Reporting / Analytics
Resource Management
Strategic Planning
Task Management
Time Tracking
Version Control
Workflow Management

Alternatives

Continuum PSA Reviews

Continuum PSA

CrossConcept Continuum PSA

Alternatives

BigTime Reviews

BigTime

BigTime Software