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Overview

Product Information on Certinia Professional Services Cloud

Updated 10th April 2026

What is Certinia Professional Services Cloud?

Certinia Professional Services Cloud is a software designed to assist professional services organizations in managing project delivery, resource allocation, and financial performance. The software streamlines project planning by enabling real-time visibility into project status, facilitating efficient resource management, and supporting time and expense entry. It provides tools for forecasting demand, tracking billable hours, and managing revenue recognition, helping organizations achieve greater operational control and consistency. Through integration with other business systems, the software supports automated workflows and centralized data management, helping businesses address challenges related to project profitability, resource utilization, and financial oversight. The software aims to improve business outcomes by supporting project delivery from inception through completion.

Certinia Professional Services Cloud Pricing

Certinia Professional Services Cloud software follows a subscription-based pricing model that is typically structured according to the number of users and the level of features required. The software’s pricing may vary depending on the organization’s size and needs, with options to select modules or add-ons for additional functionality. Specific pricing details may require a consultation or quote from Certinia for tailored solutions.

Overall experience with Certinia Professional Services Cloud

Associate
30B + USD, Services (non-Government)
FAVORABLE

“Certinia Enables Data Integration and Customization but Lacks What-If Scenario Planning for project management”

4.0
Apr 9, 2026
Certinia is responsive to inquiries and challenges and listens to ideas
There are no reviews in this category.
CRITICAL

Key Insights

A Snapshot of What Matters - Based on Validated User Reviews

Peer Discussions

Recommended Gartner Insights

  • Market Guide for Professional Services Automation Platforms

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Logo of Certinia Professional Services Cloud

Certinia Professional Services Cloud

byCertinia
in Professional Services Automation Platforms
4.7

About Company

Company Description

Updated 10th April 2026

Certinia provides Professional Services Automation software designed for technology and services organizations to scale customer value across the services value chain. The platform unifies professional services, finance, and customer success functions to help businesses manage customer relationships. Built natively on the Salesforce CRM platform, it connects business processes from opportunity to renewal. Certinia includes predictive, generative, and agentic AI capabilities intended to help services organizations manage revenue, margins, and resource utilization. Its customer success capabilities provide visibility into account health, tracking renewals, and managing playbooks to drive long-term value. Through the Agentforce partnership with Salesforce, the company provides automation tools for service teams. Certinia is trusted by more than 1,400 organizations to streamline workflows and provide a single source of data for project and financial outcomes.

Company Details

Updated 10th April 2026
Company type
Private
Year Founded
2009
Head office location
Austin, Texas, United States
Number of employees
1001 - 5000
Website
http://www.Certinia.com

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Reviewer Insights for: Certinia Professional Services Cloud

Certinia Professional Services Cloud Likes & Dislikes

Like

1) Object based with the ability to use data from multiple objects in one view 2) Can be customized 3) Easy access to data for reporting, dashboarding, and building history 4) Recent introduction of AI helps project managers analyze the data and surface items that otherwise might have been overlooked.

Like

Responsive to critical issue, and knowledge. Also good collaboration with Salesforce when it is a platform issue

Like

Dashboards and the ease of reporting at all levels

Dislike

The Gantt chart although it is improving. The inability to perform what/if scenarios on the project plan without affecting the current plan

Dislike

sometime great ideas take too long to be incorporated as standard features in the product

Dislike

Partner dependent for customization and set up. While it's a very powerful tool, some more intuitive features would be more helpful when it comes to navigation. As of now it is integrated only with salesforce system, if it could be across other ERPs it will be a good product overall.

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Rating Distribution

5 Star
67%
4 Star
33%
3 Star
0%
2 Star
0%
1 Star
0%
Why ratings and reviews count differ?

Customer Experience

Evaluation & Contracting

5.0

Integration & Deployment

4.3

Service & Support

5.0

Product Capabilities

4.3

Filter Reviews
Sort By:
Most helpful
Last 12 Months
Star Rating
Reviewer Type
Reviewer's Company Size
Reviewer's Industry
Reviewer's Region
Reviewer's Job Function
  • Associate
    10B+ USD
    Services (non-Government)
    Review Source

    Certinia Enables Data Integration and Customization but Lacks What-If Scenario Planning for project management

    4.0
    Apr 9, 2026
    Certinia is responsive to inquiries and challenges and listens to ideas
  • AUTOMATION COE MGR
    1B-10B USD
    IT Services
    Review Source

    Effective Response to Critical Problems, but Feature Integration Faces Delays

    5.0
    Apr 15, 2026
    Attention to support issues, participation in definition the future product features. True partnership
  • DIRECTOR OF MARKETING
    50M-1B USD
    IT Services
    Review Source

    Service Automation Enhances Business Scalability but Customization Remains a Challenge

    5.0
    Aug 21, 2025
    The product is an excellent testament of how service automation can help organizations to scale better from all ends, unifying all departments of business.
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