Certinia PS Cloud Reviews (673)

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Certinia PS Cloud Reviews (673)

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4.3
673 reviews

What do users say?

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Users consistently praise the ease of use and seamless integration with Salesforce, which enhances project management and financial tracking. The platform's ability to provide real-time visibility into project performance and resource allocation is highly valued, making it easier for teams to manage workloads effectively. However, many note a common limitation in the steep learning curve for new users, which can complicate initial setup and usage.

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Yassin O.
YO
Yassin O.
Salesforce Developer
Enterprise (> 1000 emp.)
"Automated Project Management Tool within the Clouds"
4.5/5
What do you like best about Certinia PS Cloud?

like the continued focus on connecting the full professional-services lifecycle in one place. The relationship between opportunities, projects, resource assignments, timecards, budgets, actuals, and forecasting makes it easier to manage delivery without relying on disconnected tools or manual data consolidation. Review collected by and hosted on G2.com.

What do you dislike about Certinia PS Cloud?

One area Certinia PS Cloud could improve is making corrections and reversals easier to manage. For example, when timecards are created against the wrong project, correcting the issue can become complex—especially if the original project has already been closed. Validation rules and project-status restrictions can make it difficult to reverse or reassign entries without additional configuration or temporary administrative changes. More guided correction processes, clearer error messages, and standard options for handling historical adjustments would reduce this effort. Review collected by and hosted on G2.com.

Response from Omoyeme Anofojie of Certinia PS Cloud

Hi Yassin,

Thank you for the fantastic review! We love hearing how our Salesforce-native platform helps you automate manual processes and completely eliminate the "spreadsheet shuffle" for managing customer projects and reports. Connecting that entire professional services lifecycle into one single source of truth is exactly what we strive for.

We also really appreciate your candid feedback about closed-project corrections and timecard reversals. Because Certinia builds in strong financial guardrails, managing those historical changes can definitely feel a bit rigid and complex. We’re actively working on making these workflows smoother and improving our error messages to save you administrative headaches.

As a Salesforce Developer, you might find our on-demand Certinia Academy courses helpful for navigating these configuration and validation rules. You can dive into those anytime through our Training Center. Thanks for partnering with us!

Best regards,

The Certinia Team

See how Certinia PS Cloud improved
TB
Thomas B.
Cloud security engineer
Mid-Market (51-1000 emp.)
Guest users or non-business users of the software, not included in G2 scores.
"Clear Project Visibility with Powerful Dashboards and Reporting"
5/5
What do you like best about Certinia PS Cloud?

Certinia PS cloud gives me a clear, up to date view of project status and respource usage. I really like the dashboards and reporting, since they make weekly tracking easier and more consistent. The time tracking and forecasting features are also helpful when I’m juggling multiple projects at once. It integrates well with other salesforce tools and fits smoothly into my workflow and well with other salesforce tools. Review collected by and hosted on G2.com.

What do you dislike about Certinia PS Cloud?

Certina PS Cloud I haven’t run into any issues, its been a good experinec. However, the UI could definitely be improved. It would also be helpful if I could see who’s available before I assign tasks. Review collected by and hosted on G2.com.

Response from Omoyeme Anofojie of Certinia PS Cloud

Hi Thomas,

It’s great to hear that moving from spreadsheets to Certinia PS Cloud has reduced your manual workload and streamlined your billing and project tracking within Salesforce.

I appreciate your candid feedback regarding the UI and resource visibility. We are constantly refining the user interface to make it more intuitive for multi-project management. Regarding availability, I recommend exploring our Resource Manager, which is designed specifically to provide that "birds-eye view" of team bandwidth before you assign tasks.

We’re glad to be a part of your workflow!

Best,

The Certinia Team

Pablo R.
PR
Pablo R.
IT Director of AI and Software Engineering
Enterprise (> 1000 emp.)
"Seamless Salesforce Integration Elevates Project Management"
5/5
What do you like best about Certinia PS Cloud?

What I like best about Certinia PS Cloud is its deep integration with Salesforce, which creates a unified platform for both project and financial data. This connectivity eliminates data silos and gives us real-time visibility into project performance, resource allocation, and financial health. It makes managing complex projects much more efficient by streamlining workflows, improving collaboration, and enabling accurate forecasting—all within the Salesforce ecosystem we already use. Review collected by and hosted on G2.com.

What do you dislike about Certinia PS Cloud?

Agentic AI has paid license which I know is something being discussed Review collected by and hosted on G2.com.

Response from Omoyeme Anofojie of Certinia PS Cloud

Hi Pablo,

It’s rewarding to see the impact our deep Salesforce integration is having on your project health and forecasting. Eliminating those silos to create a "single source of truth" is exactly why we built the platform this way.

We appreciate your candid note regarding Agentic AI licensing. We know that balancing new capabilities with budget is a key discussion for any team. Our goal is to ensure the efficiency gains from these tools far outweigh the cost, and we are closely following customer feedback as we refine our AI offerings.

Thank you for the detailed perspective on how we’re helping drive your profitability!

Verified User in Accounting
AA
Verified User in Accounting
Mid-Market (51-1000 emp.)
"Business Systems Manager "
2/5
What do you like best about Certinia PS Cloud?

I still like that Certinia is built on the Salesforce platform and using Einstein reporting to solve complex business scenarios. Review collected by and hosted on G2.com.

What do you dislike about Certinia PS Cloud?

Yes, Certinia can improve on unwinding its current model to allow customers to pick and choose what items they want to purchase and not force everyone to be all in. Review collected by and hosted on G2.com.

Neha J.
NJ
Neha J.
Salesforce developer
Mid-Market (51-1000 emp.)
Guest users or non-business users of the software, not included in G2 scores.
"Certinia PS cloud review"
5/5
What do you like best about Certinia PS Cloud?

Certinia PS Cloud is extremely useful, especially when it comes to managing a company or project. It allows for easy storage of employee and project information, and makes it simple to allocate work to resources in a clear and transparent manner. This ensures that no employee is overloaded, and that tasks are distributed fairly according to the skills required for each job. Review collected by and hosted on G2.com.

What do you dislike about Certinia PS Cloud?

There isn’t really anything to dislike about it, but at first, understanding how it works can be a bit challenging. The calculations happening in the background are somewhat complex, and there is a lot to learn within the system. Review collected by and hosted on G2.com.

Hem J.
HJ
Hem J.
Assistant Manager
Small-Business (50 or fewer emp.)
Guest users or non-business users of the software, not included in G2 scores.
"Great Resource Management, but Room for Improvement"
4.5/5
What do you like best about Certinia PS Cloud?

Advanced resource management tools to match the right people to the right projects.

• Supports capacity planning and forecasting to avoid underutilization or burnout.

• Drag-and-drop scheduling and task dependencies for easy project planning Review collected by and hosted on G2.com.

What do you dislike about Certinia PS Cloud?

Because it is Salesforce-native, users unfamiliar with Salesforce often find the interface overwhelming. Review collected by and hosted on G2.com.

ST
Shreya T.
Engineering
Information Services
Enterprise (> 1000 emp.)
Guest users or non-business users of the software, not included in G2 scores.
"All project in one roof"
4/5
What do you like best about Certinia PS Cloud?

We can find all the details on one site. It has tabs for projects, deadlines, work completed,billing, reports everything for all the project under one roof. Team leads can access this tool and see the improvement and ongoing activity on their project. Review collected by and hosted on G2.com.

What do you dislike about Certinia PS Cloud?

We have to learn it, its not like just install and start working it. It is built on salesforce so we need to learn how to use it effectively and manage every dashboard on it. Review collected by and hosted on G2.com.

Amaro F.
AF
Amaro F.
PM
Small-Business (50 or fewer emp.)
Guest users or non-business users of the software, not included in G2 scores.
"Centralized Project Management with Room for Improved Usability"
3.5/5
What do you like best about Certinia PS Cloud?

What I like best about Certinia PS Cloud is how seamlessly it centralizes project management, resource planning, and financials in a single, unified platform. It gives real-time visibility into project health, helps optimize resource allocation, and provides accurate forecasting, which makes daily decision-making much more efficient. Review collected by and hosted on G2.com.

What do you dislike about Certinia PS Cloud?

What I dislike about Certinia PS Cloud is that some areas still feel more complex than they need to be. Certain workflows require too many steps, and the interface can be less intuitive for new users. Review collected by and hosted on G2.com.

swarit s.
SS
swarit s.
Senior Design Engineer
Mid-Market (51-1000 emp.)
"Comprehensive Features with a Steep Learning Curve and Pricey Setup"
3.5/5
What do you like best about Certinia PS Cloud?

This platform offers a comprehensive end-to-end service ecosystem, seamlessly integrating project management, resource scheduling, and customer success. Its robust resource management tools are particularly effective in optimizing utilization by ensuring that the right skills are matched to each project. Review collected by and hosted on G2.com.

What do you dislike about Certinia PS Cloud?

The platform is quite complex and comes with a steep learning curve. The premium pricing is also a concern, and the deployment process tends to be very lengthy. Review collected by and hosted on G2.com.

Iulian E.
IE
Iulian E.
Director of IT
Mid-Market (51-1000 emp.)
"Inefficient System for High-Transaction Businesses & Unresponsive Customer Service"
0/5
What do you like best about Certinia PS Cloud?

After the experience we had with them and implementation company, nothing Review collected by and hosted on G2.com.

What do you dislike about Certinia PS Cloud?

The implementation process is not progressing forward because it seems like they think they are the keepers of the truth and don't ask enough questions to understand the process and data models for the other apps involved. The follow-up from Certinia is lacking or incomplete. It complicates our accounting processes and wasn't able to deliver. The initial setup was very hard and never fully happened. Review collected by and hosted on G2.com.