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AI-Powered Services Delivery

Run your entire services business natively on Salesforce

Certinia connects your entire customer lifecycle—from opportunity to renewal—so you can staff faster, bill accurately, and grow profitably on the world's leading CRM.
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Empowering 1,400+ customers

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The Salesforce-native advantage:

  • One platform for everything: Convert opportunities to projects, align resourcing to pipeline, and automate billing and revenue—all on Salesforce.

  • Forecasting precision: Real-time delivery and financials drive accurate revenue and capacity forecasts. 

  • No more disconnects: Platform-native beats stitched-together tools every time. 

Certinia fuels growth for leading services businesses

 

100 %
return on investment
33 %
faster month-end close
>99 %
less revenue leakage

Purpose-built for services, trusted by the best

Check G2 Leader – Professional Services Automation
Check 700+ verified reviews

What our G2 reviewers say

Shubham J., Software Engineer

“It provides real-time visibility into project financials, resource utilization, and time tracking—all within the Salesforce ecosystem—making it highly efficient for services teams.”

Robert H., Director of Business Development

“Certinia PS Cloud solves revenue leakage and provides a seamless sales-to-services handoff, revenue forecasting, and resource forecasting, to name a few. This ultimately drives customer 360 and satisfied clientele.”

Girish A., Technical Solutions Manager

“Certinia PS Cloud acts as a bridge that fills the gap between Sales and Services. For example, opportunity data now directly drives resourcing plans, forecasted revenue, and project creation—no more manual handovers or duplicate entries.”

Shiv S., Software Engineer

“It supports seamless time tracking, resource management, and project management, all within a single, scalable platform. Implementation is straightforward, and the tool adapts well as business needs grow. Customer support has been excellent, and the platform has become a core part of our daily operations.”

Rahul D., Program Analyst

"Certinia streamlines operations by consolidating diverse processes like finance, procurement, and inventory management onto a unified platform. This not only reduces manual efforts but also mitigates the risk of errors, fostering a more efficient workflow."

Kiran M., Software Developer

"The best thing that Certinia provides is regular updates and quick support. It is very user-friendly and easy to use so anyone can use it, and very easy to implement as well. It is built on the Salesforce Platform, which is cloud-based so we can easily integrate and design various business functions."

Unify the services lifecycle in one AI-powered solution

Sales & services on one platform

  • Convert sales to delivery fast, moving from closed-won to executable delivery plans without re-keying.

  • Work from one shared record—data, UX, and analytics—because everything lives on Salesforce.

  • See the whole journey, from pipeline to renewals, in a single system your teams already trust. 

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Demand-side resource planning

  • Plan from real pipeline, not spreadsheets—forecast demand, see availability, and match skills with clear capacity views.

  • Reduce bench time with centralized skills, assignments, and easier visibility into who’s free and when.

  • Accelerate staffing with AI-assisted insights that help recommend and prioritize the best fit faster.

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Real-time financial visibility

  • Connect delivery to billing and revenue so invoices reflect actual work and recognition stays on schedule.

  • Decide with live signals, using embedded analytics where teams already execute.

  • Close gaps sooner by tracking project and financial health as work happens—on Salesforce.

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Fewer integrations, less risk

  • Go truly Salesforce-native to avoid brittle syncs and third-party middleware across sales, services, finance, and customer success.

  • Inherit Salesforce-grade trust—identity, permissions, governance—out of the box.

  • Scale on one platform, reducing complexity as you add teams, regions, and offerings. 

Start Your Transformation

What if you could run your entire services business on one platform?

Request a demo now to see how Certinia helps you:

  • Sell: Accelerate sales cycles with accurate, profitable project quotes. 
  • Staff: Match the right people to the right projects for optimal resource allocation. 
  • Deliver: Execute and track projects in real-time with comprehensive tools. 
  • Bill: Automate billing and revenue recognition to eliminate leakage. 
  • Renew: Drive predictable revenue through proactive lifecycle management.

Fix revenue leaks, staff smarter, and forecast with confidence on the platform your teams already use.

Frequently Asked Questions

We're already on Salesforce—will Certinia fit?

Yes! Certinia is built natively on Salesforce, sharing data, UX, and analytics—so you avoid brittle syncs and third-party middleware.

Can we start with PSA and add financials later?

Yes! You can start with professional services management and add billing/revenue capabilities as you grow.

How is “Salesforce-native PSA” different from an integration?

Native means your services data lives on Salesforce—no nightly syncs, no schema mapping; analytics run on the same source of truth. Integrations connect systems; native unifies them.

Built for every services-led industry

Certinia adapts to how you sell, deliver, and grow—whether you run consulting engagements, managed services, product-led services, hardware programs, or compliance-driven work. All on Salesforce.

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