SaaSipedia

Certinia

financialforce.com
Project Management
Weekend Project

Cloud PSA & Financial Management Software Built on Salesforce

How to Replace Certinia
Compare:vs Wrikevs Teamwork.comvs Fibery

Overview

Certinia is a Salesforce-native platform that unites sales, delivery, finance, and customer success on a single platform for services businesses. It combines Professional Services Automation (PSA), Financial Management, and Customer Success Cloud to streamline the entire services delivery lifecycle from opportunity to renewal. The platform is trusted by over 1M professionals worldwide and features AI-powered capabilities for intelligent services delivery.

Features

20 features across 12 categories

AI(1)

Certinia AIAIPremium

Embeds AI directly into workflows that run services business to help teams plan smarter, act faster, and focus on high-value work

Also in: monday.com, Notion, Airtable

Billing(2)

Automated Billing

Automate billing and revenue recognition to eliminate revenue leakage

Invoice Management

Swift invoice approvals and processing

Also in: Insightly, Airtable, Obsidian

Core Platform(1)

Professional Services Cloud

Connects every aspect of services delivery in a single application from sales to renewal

Also in: MuleSoft, Basis, Basis by Centro

Customer Success(4)

AI-enabled CommunicationsAIPremium

Personalize customer experience with AI-enabled communications

At-Risk Customer IdentificationAIPremium

Automatically identify at-risk customers and collaborate to prevent issues

Customer Success Cloud

Proven customer success platform built directly on Salesforce ensuring proactive, outcome-led engagement

Standardized Playbooks

Operationalize best practices with standardized customer success playbooks

Also in: Zuora, Gong, TINYpulse

Financial Management(4)

Financial Management Cloud

Unifies CRM, project data, and financials on a single platform with real-time financial visibility

Profitability Management

Manage profitability from sales through delivery and recognition

Real-time Financial Analysis

Generate real-time financial analysis with audit trails

Unified Revenue Stream Management

Achieve one trusted source for every revenue stream

Also in: Ivanti, Mitratech, Mavenlink

Planning(1)

Revenue and Resource Forecasting

Powerful forecasting for confident project planning

Also in: Jira, Later, Jira

Platform(1)

Salesforce Native Integration

Built natively on Salesforce for seamless integration with CRM

Also in: KnowBe4, Jira, Asana

Project Management(1)

Real-time Project Statuses

24/7 access to real-time project statuses and monthly utilization calculation

Also in: monday.com, Obsidian, Smartsheet

Reporting(1)

Dashboard and Visibility

360-degree view with end-to-end visibility for key processes and greater business agility

Resource Management(1)

AI-powered StaffingAIPremium

Advanced resource allocation matching right people to right projects based on demand

Sales(2)

Best-in-class Estimating

Accurate and compelling quote generation for projects

Services Estimator

Sales process tool that reduces scoping and review steps for faster deal closures

Time Tracking(1)

Timesheet Management

Swift timesheet approvals and processing

Cost Calculator

Pricing data not available for Certinia. Check their website for current pricing.

Build vs Buy

Should you build a Certinia alternative or buy the subscription? Estimate based on 20 features.

Buy Certinia

Better Value
Monthly costContact Sales
3-year totalVaries
Time to deployDays

Build Your Own

Development cost$12,000
Maintenance$180/mo
3-year total$18,480
Dev time~1 months

Buying Certinia saves ~$18,480 over 3 years vs building.

Estimates based on 20 features and a BuildScore of 5/5. Actual costs vary.

Integrations

1 known integrations

Salesforce