Certinia
UnclaimedAI-powered cloud platform for professional services automation, financial management, and customer success.
Visit WebsiteTL;DR - Certinia
- Unifies sales, services delivery, finance, and customer success on a single Salesforce-native platform.
- Leverages AI for advanced staffing, forecasting, and personalized customer communications.
- Provides real-time visibility, control, and financial management across the entire service lifecycle.
Pricing: Paid only
Best for: Enterprises & pros
Pricing
Paid
Certinia offers paid plans. Visit their website for current pricing details.
About Certinia
Certinia is a Salesforce-native cloud platform that unifies sales, services delivery, finance, and customer success into a single connected system. It offers Professional Services Cloud (PS Cloud) for streamlining project delivery, optimizing resources, and boosting profit margins with AI-powered staffing and forecasting. The Financial Management Cloud (FM Cloud) provides real-time financial analysis, audit trails, and profitability management from sales through delivery, eliminating disconnected systems.
Additionally, Certinia includes a Customer Success Cloud (CS Cloud) built directly on Salesforce to ensure proactive, outcome-led customer engagement. This allows businesses to operationalize best practices, personalize customer experiences with AI, and automatically identify at-risk customers. The platform is designed for services organizations across various industries like IT Services, Consulting & Advisory, Software, IT Hardware, and Tax & Audit, aiming to provide unified data, smarter decision-making, and superior customer outcomes.
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Certinia FAQ
Certinia is a Salesforce-native cloud platform that unifies professional services automation (PSA), financial management, and customer success operations. It helps businesses connect sales, services delivery, finance, and customer success in one system to improve decision-making and customer outcomes.
The pricing for Certinia is not publicly disclosed on their website. Interested users are encouraged to contact them for a demo and pricing information.
No, Certinia is a paid enterprise solution. There is no mention of a free tier or free trial on their website.
Certinia is designed for services organizations across various industries, including IT Services, Consulting & Advisory, Software, IT Hardware, and Tax & Audit. It is particularly beneficial for businesses looking to streamline their operations, manage projects, finances, and customer relationships on a single, unified platform built on Salesforce.