Certinia PS Cloud Reviews & Product Details

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.

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

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.

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.

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

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.

I like best about Certinia PS Cloud is how easy it is to configure and use, thanks to its native integration with the Salesforce platform. You get the full power of Salesforce capabilities, and most tasks can be completed with just a few clicks through its clean, user-friendly interface.

The UI is intuitive, making it easy to navigate for both new and experienced users. 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—we use it frequently across teams. Review collected by and hosted on G2.com.

I've noticed that the loading time of the page is too much, thus there may be certain things that may be done better. Review collected by and hosted on G2.com.

The latest features in Certinia PS Cloud that stand out:

AI-Powered Scoping – Uses Salesforce Einstein to generate accurate project scopes quickly.

Real-Time Analytics – Combines live and historical data for better forecasting and decision-making.

Risk Prediction Tools – Flags staffing and margin risks early using AI models.

Smarter Estimations – New spreadsheet-style Estimate Builder simplifies project quoting.

Award-Winning Resourcing – Recognized for demand-side workforce planning excellence. Review collected by and hosted on G2.com.

Here are few areas where I think that Certinia PS Cloud could improve:

Complex Setup – Implementation can be time-consuming and technical.

UI Consistency – Some modules have inconsistent interfaces.

Customization Gaps – Certain customizations require advanced skills.

Reporting Flexibility – Users want more advanced, customizable reports.

Support & Docs – Support response times and documentation could be better. Review collected by and hosted on G2.com.

As someone responsible for managing service delivery and operational efficiency, I’ve found Certinia PS Cloud to be an outstanding PSA platform that truly supports every stage of the project lifecycle. Because it’s built natively on Salesforce, it provides a seamless connection between sales, service delivery, and finance, which has been a huge win for our operations.

One of the things I appreciate most is how easy it is to use. The interface feels intuitive, and getting new team members up to speed doesn’t require much effort. Implementation was also relatively smooth, especially compared to other enterprise platforms we’ve rolled out—it’s clear the team behind Certinia has thought through the onboarding experience.

We use the platform daily across multiple teams, and it’s become central to how we manage projects, track time, and handle resource planning. The range of features is impressive, yet it doesn’t feel overwhelming. Everything from project forecasting to billing is right there when you need it.

Customer support has been another strong point. Whenever we’ve had questions or needed help, their team has been responsive and knowledgeable. And because it’s built on Salesforce, integration with our other tools was basically seamless—no major workarounds or custom builds required.

Overall, Certinia PS Cloud has been a reliable, efficient, and user-friendly solution that continues to deliver value as we scale. Review collected by and hosted on G2.com.

Learning Curve for New Users: Can be overwhelming for users unfamiliar with Salesforce.

Complex UI: Some screens feel cluttered, and navigation between records could be smoother.

Click-Heavy Workflows: Certain processes require multiple steps that could be streamlined.

Performance on Large Data Sets: Occasionally experiences slowdowns when handling complex reports or high volumes of data Review collected by and hosted on G2.com.

The sophisticated solution provided by Certinia PS Cloud makes it malleable to almost all situations a business would want to track. Because it is embedded in Salesforce and designed to work with the Standard Objects, it is easy to enhance with customizations specific to your business. However, out of the box, it is ready for you to start making the day-to-day decisions that are crucial to the success of a professional services company.

Although I was not part of the organization when PSA was implemented, it only took about 90 days from the initial installation of the App to go live. This included a data transformation and load at go-live as well. After the initial go-live, we integrated it into the legacy finance system. We have since upgraded to a two-way integration. This was key to tying several of our processes back into PSA for tracking and monitoring by our PMO and Ops teams.

As the head of Ops and Staffing, one of my most well-known sayings is, "If it isn't in PSA, the ask (meaning requesting a resource) isn't real." Having the entirety of our PMO and Sales teams on board with this sentiment ensures that all of our data is captured. This allows us to use PSA as our source of truth for our business. Review collected by and hosted on G2.com.

The biggest downside is the learning curve of the data model. It takes a while to master, but once you have figured it out, it makes pulling the data out of your tool clean and easy. Certinia is always there to answer questions on the Community Portal. This will also help with that learning curve and clarify the variety between the features' differences. Review collected by and hosted on G2.com.

I like Certinia PS Cloud, easy to use for its seamless integration with Salesforce, offering a unified project management experience.

It provides real-time visibility into project performance and resource utilization.

Its automation features streamline time tracking, billing, and approvals, boosting efficiency.

we frequently use it and have good customer support Review collected by and hosted on G2.com.

some configurations can be complex and require deep product knowledge.

The user interface can feel overwhelming for new users without proper training.

Additionally, certain customizations may require developer support, limiting flexibility for admins. Review collected by and hosted on G2.com.

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. Top standout features and aspects:

Being built on the Salesforce platform allows seamless integration with CRM data—leading to better forecasting, opportunity-to-project alignment, and automation.

Act as Single Source of Truth making Sales, Services, and Finance teams work off the same data, improving collaboration and visibility.

Resource Management capabilities based upon skill matching and parallel view over capacity planning.

Handles ASC606 compliance for billing and revenue recognition.

Scalable and configurable.

Executive level summary helps tracks the KPI like project profits, backlogs, resource utilization. Review collected by and hosted on G2.com.

Project has ton of data captured in Certinia. The ability to provide project status report is too clumsy. With AI, there is high possibility to now handle it by customization. Review collected by and hosted on G2.com.

The platform is easy to manage and easy to implement as an admin, offering a wide range of configuration options without the need for customization. Support and service have been excellent, contributing to a great overall experience. The addition of the Team Schedule view in Projects has been especially valuable—it provides a clear, one-screen overview of all project assignments, making it easy to understand and manage workloads."

It is Review collected by and hosted on G2.com.

improved documentation options from Certinia would be highly beneficial and appreciated Review collected by and hosted on G2.com.