Certinia PS Cloud Reviews & Product Details

Certinia Professional Services (PS) Cloud is the world’s only Salesforce-native professional services automation (PSA) solution trusted by more than 1,400 organizations. It connects projects, people, and financials on the Salesforce platform you already trust; eliminating silos and providing the high-fidelity data required to run your services business with absolute certainty. • Get 360º visibility into your business: Manage resources, projects, and financials in the same application as your customer interactions. With a single system of record, leaders view margins and forecasts in real time with 100% auditability, ensuring your ""Services Math"" is accurate and your financial integrity is maintained at scale. • Keep customers at the center: Eliminate the ""Context Gap"" with a customer-centric PSA where every team works from one master record. The Project Assistant Agent accelerates delivery by proactively identifying data anomalies, such as missing time cards or overdue items—ensuring sales promises align with delivery for a superior customer experience. • Optimize resource management: Close utilization gaps and keep projects on track. The Staffing Agent identifies ""best-match"" resources for work-in-flight, while enhanced work planning tools allow managers to take direct staffing actions instantly. Assign the right people to the right work to drive efficiency without overloading staff. • Accelerate quoting and billing: Handle complex contracts with a hardened financial engine that supports everything from fixed-fee to outcome-based pricing. New Top-Down Estimation and Role Multipliers drastically reduce the time required to quote large, multi-year engagements while ensuring every dollar is trackable and compliant. • Drive certainty in revenue forecasting: Replace guesswork with connected, real-time data. By unifying the engagement lifecycle, PS Cloud powers reliable revenue forecasting with as little as a 1% variance. Close your books faster and make smarter growth decisions backed by a system that eliminates manual data syncing. • Turn insights into action: PS Cloud turns insights into action directly within a unified Salesforce-native workflow, where real-time project data triggers immediate operational changes. By connecting delivery and financials on a single record, the system identifies margin leaks and resource gaps as they happen, allowing managers to execute staffing and project updates instantly rather than waiting for historical reports.

Seller

Certinia

Discussions

Certinia PS Cloud Community

Languages Supported

Danish, German, Finnish, French, Italian, Japanese, Korean, Dutch, Norwegian, Portuguese, Russian, Spanish, Swedish, Chinese (Simplified), Chinese (Traditional)

Solution Type

All-in-One

Used by LiquidHub and 2 others

Beta

Value at a Glance

Averages based on real user reviews.

Time to Implement

6 months

View More Pricing Information

Certinia Solutions

(1)

See how Certinia products can work together to solve real problems.

Certinia PS Cloud Integrations

(8)

Verified by Certinia PS Cloud

Yassin O.

Salesforce Developer

Enterprise (> 1000 emp.)

10/31/2022

"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.

What problems is Certinia PS Cloud solving and how is that benefiting you?

PSA is helping us to automate processes that would need a lot of manual work with other Project Managment tools. Now there is no need to use excel sheets anymore to maintain customer projects or create reports on your own as PSA offers all the business requirements needed. Another big plus is that it's run natively on Salesforce and allows to always open up the product from any browser you want. Review collected by and hosted on G2.com.

Response from Omoyeme Anofojie of Certinia PS Cloud

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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

Ryan B.

Project Manager

Enterprise (> 1000 emp.)

6/22/2023

"Certinia PSA provides a seamless transition between your sales and service teams"

5/5

What do you like best about Certinia PS Cloud?

I am seeing consistent and timely updates from the PS Cloud system. Certinia is building out the product to meet current demands of service organizations today. Review collected by and hosted on G2.com.

What do you dislike about Certinia PS Cloud?

Surfacing cost from to a project is not as intuitive as surfacing billable revenue. This can be improved. Review collected by and hosted on G2.com.

Response from Omoyeme Anofojie of Certinia PS Cloud

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Hi Ryan,

Thank you for sharing your feedback. We appreciate your recognition of our consistent updates and how PS Cloud helps you systematize delivery to protect project health and margins.

Creating a seamless transition from sales to service on a Salesforce-native foundation is central to giving teams a single source of truth and eliminating data silos.

We also hear your feedback regarding cost visibility compared to billable revenue. Making financial reporting intuitive is an ongoing priority, and we are actively refining our workflows to reduce reporting friction. In the meantime, we encourage you to connect with your Customer Success Manager or explore Certinia Academy for best practices on configuring project cost views.

Thank you for your valued partnership!

Best,

The Certinia Team

Manoj G.

Business Process Senior Analyst

Information Technology and Services

Enterprise (> 1000 emp.)

10/18/2022

"Platform you already know, only better"

4.5/5

What do you like best about Certinia PS Cloud?

I like how well it integrates with Salesforce ecosystem & they also keep in pace with salesforce new features & upgrades Review collected by and hosted on G2.com.

What do you dislike about Certinia PS Cloud?

There are multiple functionalities that do not properly fit based on particular use cases. Hence, custom solutions need to be built. Certinia should provide support with those. Review collected by and hosted on G2.com.

Thomas B.

Cloud security engineer

Mid-Market (51-1000 emp.)

4/22/2026

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.

What problems is Certinia PS Cloud solving and how is that benefiting you?

We used to rely heavily on spreadsheets and email, but now everything is in one system. Its much easier to track progress and billing and there’s a lot less manual work overall. Its much easier to track progress and billing and there’s lot less manual work. It also helps me plan ahead more effectively and avoid taking on too much at once. Review collected by and hosted on G2.com.

Response from Omoyeme Anofojie of Certinia PS Cloud

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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

Naman A.

Warden

Small-Business (50 or fewer emp.)

11/23/2022

"Enabling streamlined handoffs and Improved profit margins"

5/5

What do you like best about Certinia PS Cloud?

It's agentic AI integrations help core workflows to automate manual tasks and drastically cut resource matching times by matching employee skills against active project requirements Review collected by and hosted on G2.com.

What do you dislike about Certinia PS Cloud?

It's feature dense and complex requiring dedicated team for setup and changes. Also since it's built on Salesforce which requires users to purchase Salesforce license which drastically increases the license cost Review collected by and hosted on G2.com.

Response from Omoyeme Anofojie of Certinia PS Cloud

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Hi Naman,

Thank you for sharing your review! We are delighted to hear that our automation tools are streamlining handoffs, reducing resource-matching times, and helping your team bridge operational gaps to boost profit margins.

We also appreciate your candid feedback regarding setup complexity and Salesforce licensing. Adopting a comprehensive PSA platform requires thoughtful change management and initial configuration. Being built directly on Salesforce provides a unified single source of truth across sales and delivery, though we recognise the licensing considerations involved.

To help simplify ongoing management and administration, we encourage you to leverage Certinia Academy or connect with your Customer Success Manager for dedicated support. Thanks again for being a valued partner!

Best regards,

The Certinia Team

Verified User in Education Management

Enterprise (> 1000 emp.)

2/9/2022

"Works great!"

4/5

What do you like best about Certinia PS Cloud?

The work planner release was very helpful for us, and was a great improvement over the previous project and resource planners. Review collected by and hosted on G2.com.

What do you dislike about Certinia PS Cloud?

I wish the utilization engine was able reference the timecards that is based its numbers on. This disconnect made backing into the data a bit challenging Review collected by and hosted on G2.com.

Pablo R.

IT Director of AI and Software Engineering

Enterprise (> 1000 emp.)

12/17/2025

"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.

What problems is Certinia PS Cloud solving and how is that benefiting you?

Certinia PS Cloud solves the challenge of disconnected systems and manual processes by providing a single, integrated platform for project management and financials within Salesforce. This eliminates data silos, improves accuracy, and gives real-time visibility into project performance and resource utilization. For me, this means better forecasting, streamlined workflows, and faster decision-making, which ultimately improves project delivery and profitability. Review collected by and hosted on G2.com.

Response from Omoyeme Anofojie of Certinia PS Cloud

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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

Mid-Market (51-1000 emp.)

1/7/2022

"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.

Recommendations to others considering Certinia PS Cloud:

If you are looking to centralize everything under one solution, this is the tool for you. As a Salesforce Administrator, there was a slight learning curve because I don't come from an accounting background, but I was able to get up to speed on the processes and workflows because they are built on the Salesforce platform. Review collected by and hosted on G2.com.

What problems is Certinia PS Cloud solving and how is that benefiting you?

We can report on resource utilization and projects, which, if set up appropriately, can help the business. Additionally, workspaces are re-engaging users with a single central source of truth and slowly getting them off spreadsheets. Review collected by and hosted on G2.com.

Verified User in Market Research

Mid-Market (51-1000 emp.)

8/6/2026

"Strong SFDC Integration and Utilization Planning, but the UI and Automation Need Updates"

3.5/5

What do you like best about Certinia PS Cloud?

It integrates closely with SFDC, and I like being able to use the work planner and calculate utilization. Review collected by and hosted on G2.com.

What do you dislike about Certinia PS Cloud?

The UI feels outdated, and there isn’t an easy way to run automations. Also, there are currently no integrations with AI providers. Review collected by and hosted on G2.com.

Response from Omoyeme Anofojie of Certinia PS Cloud

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Hi there,

We are glad to hear how much you are enjoying our close integration with Salesforce and using the Work Planner to manage utilisation, track projects, and recognise revenue.

Because Certinia is built natively on Salesforce, eliminating data silos and giving you a single source of truth across your operations is at the core of what we do.

We also hear you loud and clear regarding the user interface and automation capabilities. We know how important a seamless experience is, which is why we are continuously evolving our UI and investing heavily in automation, including our native Veda AI agents designed to automate manual tasks and streamline your workflows.

If you would like to explore how Veda AI or our latest interface updates can assist your team, please reach out to your Customer Success Manager; they'd be more than happy to help.

Best,

The Certinia Team

Neha J.

Salesforce developer

Mid-Market (51-1000 emp.)

12/17/2025

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.

What problems is Certinia PS Cloud solving and how is that benefiting you?

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. To managing the project for any company become very easy and can have a clear picture of all the work and employees and the money it generates and also about the timlines. Review collected by and hosted on G2.com.