Founded by Deb Ashton in 2009
Manage professional services delivery, billing, and resources on Salesforce
Pricing model
Demo
Rating
★ People love it
Time to value
Requires Expertise
You can use Certinia to manage services projects, resource allocation, and accounting in one place. It unites sales handoffs, project execution, and billing natively on Salesforce. You can scope and estimate new deals, build proposals, assign staff based on availability, and monitor project budgets in real time. It includes automated financial management tools to handle multi-currency accounting, continuous general ledgers, and revenue recognition. You can also track client adoption and detect churn risks to protect recurring revenue.
What Certinia does
Pricing breakdown
Pricing model: Book a demo
Tutorials & Demos
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