Certinia

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1,151 reviews
  • 4 profiles
  • 13 categories
Average star rating
4.1
Serving customers since
2009

Certinia Solutions

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Certinia, AI-powered Services Platform

Leading global provider of AI-powered Professional Services Automation

Profile Name

Star Rating

593
443
78
19
18

Certinia Reviews

Review Filters
Profile Name
Star Rating
593
443
78
19
18
SHUBHAM K.
SK
SHUBHAM K.
Salesforce DeveloperMid-Market (51-1000 emp.)
11/04/2026
Validated Reviewer
Review source: G2 invite
Incentivized Review

Certinia PSA: Very Useful for Project & Resource Management on the Salesforce Platform Licence

The certinia PSA package is very useful for project management and resource management according to region, country and profit centre. Using this package we can prevent from the salesforce licensing cost because it can work in salesforce platform licence. There are more app and tab like timecard entry, expense entry etc are take low effort with compare to salesforce solution.
Verified User in Education Management
UE
Verified User in Education Management
Enterprise (> 1000 emp.)
08/14/2026
Validated Reviewer
Verified Current User
Review source: G2 invite on behalf of seller
Incentivized Review

Works great!

The work planner release was very helpful for us, and was a great improvement over the previous project and resource planners.
Naman A.
NA
Naman A.
WardenSmall-Business (50 or fewer emp.)
08/07/2026
Validated Reviewer
Review source: Seller invite
Incentivized Review

Enabling streamlined handoffs and Improved profit margins

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

About

Contact

Phone:
1-866-743-2220
HQ Location:
Austin, TX

Social

Certinia is the only Salesforce-native solution that unites sales, delivery, finance, and customer success on a single platform - trusted by over 1M professionals worldwide.

Certinia is the leading System of Action for services businesses, powering organizations with the unified source of truth, services expertise and reasoning, and agentic action to bring the right knowledge and judgment to every decision across the entire services lifecycle. Purpose-built for professional services, customer success, and financial management, the world’s leading services organizations rely on Certinia to maximize margins, deliver faster time-to-outcome, and grow customer value with certainty. Certinia is backed by Haveli Investments, TA Associates, General Atlantic, and Salesforce Ventures. For more information, visit www.certinia.com.

Details

Year Founded
2009
Website
certinia.com