Certinia Professional Services Cloud
Certinia Professional Services Cloud: A broad PSA suite for services organizations already centered on Salesforce. Ranked #4 of 26 in Professional Services Automation Software by our editors (9.0/10); pricing: Pricing on request; best for salesforce-centric services organizations.
At a glance
- Editor score9.0 / 10
- PricingPricing on request
- Best forSalesforce-centric services organizations
- Resource planningYes
- Founded2009 · Austin, Texas, USA
- Facts checked20 Sep 2026
Where it wins
- Connects staffing, utilization, projects, time, expenses, billing, and forecasts
- Supports skills-based resource matching and capacity insights
- Offers Salesforce Experience Cloud sites for customer and partner collaboration
Where it doesn't
- Pricing requires a sales conversation
- Its Salesforce foundation may not suit organizations seeking a standalone PSA
- The broad feature set may exceed the needs of smaller services teams
Our verdict on Certinia Professional Services Cloud
Certinia Professional Services Cloud is a professional services automation platform for consulting, technology, IT services, and other project-based organizations. Its scope spans resource requests, staffing, scheduling, skills-based matching, project delivery, time and expenses, billing workflows, utilization reporting, and project financials. The platform is particularly suited to services organizations that want delivery operations connected with Salesforce sales, customer, and financial data rather than managed as separate systems.
Breadth is the product’s defining strength. Teams can manage milestones, tasks, status, and risks alongside budgets, bookings, backlogs, billings, margins, and revenue forecasts. Utilization reporting and capacity insights support operational planning, while billing-event generation and invoicing workflows connect project activity to financial processes. Salesforce Experience Cloud sites extend collaboration to customers and partners. This combination makes Certinia a fit for organizations that need a connected PSA operating model across staffing, delivery, and services finance, rather than a narrow project-tracking tool.
The Salesforce foundation also shapes its ecosystem fit. Integrations include Expensify, Avalara, AvidXchange, Celigo, Concur, Conga, DocuSign, MuleSoft, Microsoft Outlook, Plaid, and Xactly, while REST and SOAP APIs support additional integrations. The published buying path is contact sales, so evaluation should include implementation scope, connected systems, and the needs of finance and delivery stakeholders. Salesforce-centric organizations with complex PSA requirements should consider Certinia; teams seeking a lightweight standalone tool or a simpler purchasing process may prefer a more focused alternative.
Your product? Our editors can test Certinia Professional Services Cloud in depth and publish a review, labelled as paid · from $149/mo →
Certinia Professional Services Cloud pricing
Certinia Professional Services Cloud fact sheet
| Free plan | Not verified |
|---|---|
| Paid from | Not verified |
| Resource planning | Yes |
| Utilization reporting | Yes |
| Project financials | Yes |
| Time tracking | Yes |
| Billing and invoicing | Yes |
| Client portal | Yes |
| Deployment | Cloud |
| Platforms | Web |
| Compliance & security | SOC 2, HIPAA |
| Support | Tickets, Community, Docs |
| Built for | Mid-market, Enterprise (editorial estimate) |
| Integrations | 12 integrations: Salesforce, Expensify, Avalara, AvidXchange, Celigo, Concur … See all → |
| Pricing | Pricing on request (source) |
| Website | certinia.com |
| Facts checked | 20 Sep 2026 |
Certinia Professional Services Cloud integrations
Certinia Professional Services Cloud lists 12 integrations on its own site.
- Salesforce
- Expensify
- Avalara
- AvidXchange
- Celigo
- Concur
- Conga
- DocuSign
- MuleSoft
- Microsoft Outlook
- Plaid
- Xactly
See all Certinia Professional Services Cloud integrations →
Alternatives to Certinia Professional Services Cloud
- AcceloA full-cycle PSA platform for firms managing delivery, utilization, billing, and client work.9.3
- ProductiveA broad PSA suite for agencies that need planning, profitability, and automation.9.2
- ScoroScoro brings project delivery, resource planning, time, sales, and finance into one platform.9.1
See all Certinia Professional Services Cloud alternatives →
Certinia Professional Services Cloud vs the competition
- Certinia Professional Services Cloud vs Accelo
- Certinia Professional Services Cloud vs Productive
- Certinia Professional Services Cloud vs Scoro
- Certinia Professional Services Cloud vs Teamwork.com
- Certinia Professional Services Cloud vs Projectworks
- Certinia Professional Services Cloud vs Acumatica Professional Services Edition
Compare Certinia Professional Services Cloud with any tool side by side →
Also Ranked In
Certinia Professional Services Cloud is ranked in 6 of our directories.
Used Certinia Professional Services Cloud? Be the first to review it
The editor score above is our own research. What this page doesn't have yet is a reader's view — what you used Certinia Professional Services Cloud for, what worked and what didn't. No stars are seeded and no review is paid for; an editor reads every one before it appears.
Write a reviewTwo minutes · verified accounts only · read by an editor before it appears
Featured on iTechGuides
Certinia Professional Services Cloud is listed in our Professional Services Automation Software directory. Add the badge to your site — it links back to this page.
<a href="https://www.itechguides.com/products/certinia-professional-services-cloud/"><img src="https://www.itechguides.com/best/badge/certinia-professional-services-cloud.svg" alt="Featured on iTechGuides" width="230" height="46"></a>
Reviewed by iTechGuides Editors · Editorial team · Updated Oct 2026
Advertiser disclosure: iTechGuides is reader-supported. Vendors can pay for top positions in our rankings and for a place on other products' pages, and we may earn a commission when you click some links. Bought places stand at the number bought; this page and our disclosure say so. Paying vendors may get a fuller, more detailed review from our editors, and that review can change their score. How we rank.
Last updated · How we research and update