Professional Services Automation

Elevate the business of services with the leading PSA software

Gain unprecedented visibility into your business across sales, services delivery, and finance with Professional Services Automation (PSA) software. Keep projects on time, employees engaged, customers happy, and reports up to date with a single source of certainty.

Gain visibility into your business with a customer-centric PSA & ERP

See the impact Certinia PS Cloud could have on your business

Professional Services Automation

Resource management

Connect your people and projects

With Certinia PSA software, you can easily manage teams across your entire organization. Schedule the right people, with the right skills, for the right projects at the right time, and optimize the deployment of your people.

Sales engagement

Perfect the sales-services handoff

Certinia PSA software helps sales and services teams work together through shared views of the opportunity pipeline, automated opportunity to project creation, and trustworthy revenue and resource forecasts based on a complete picture of your business.

Project management

Deliver deep visibility
and collaboration

Powerful and collaborative, Certinia PSA keeps projects on task, budgets in line, and all stakeholders informed. See what’s happening across your entire service practice, including project status, resource demand, customer interactions, risks, and more.

Project financials

Get a full view of project
financial health

Access comprehensive project-related financials anytime with Professional Services Automation software—including revenue, bookings, backlog, billing, budgets, and rate realization—and quickly make adjustments as needed without driving up administrative costs.

Time & expenses

Submit time and expenses
anytime, anywhere

Highly configurable and intuitive, Certinia PSA solutions make it easy for services teams to complete a variety of tasks and submit time and expenses from any device.

Forecasting

Full lifecycle services forecasting

Utilize Professional Services Automation software to get flexible revenue and billings forecasting across both projects and opportunities with configurable reporting and business rules.

Certinia for Salesforce

A single source of certainty

Certinia is native to Salesforce–sharing the same customer record, user experience, and industry leading analytics as the world’s most trusted cloud business platform. Empower your teams with real-time collaboration across your entire services business and deliver truly differentiated customer experiences.