I appreciate that Certinia Financial Management Cloud provides a seamless pipeline from our sales process through to billing and invoicing, allowing us to manage all pieces of the client lifecycle with one tool. It's a great SaaS product, requiring minimal technical setup, which makes it easier to configure the tool to meet our business needs, including data and process mapping, permissions, and template generation. I find the ability to automatically generate invoices using data points particularly valuable, as it helps get bills out quickly to start generating revenue. Review collected by and hosted on G2.com.
Overall, there are not many complaints. I think that the relationship and integration with Salesforce that includes how to better build objects and not require so much infrastructure on the integration side. Review collected by and hosted on G2.com.
Hi Alex,
It’s great to hear that Certinia is helping you bridge the gap between sales and billing while speeding up your time-to-revenue.
Regarding your feedback on the Salesforce integration: we hear you. While being native to the platform is a core benefit, we know that managing objects and infrastructure can get complex. We are actively working to streamline our data model to make those connections feel lighter and more intuitive.
We appreciate you choosing us to manage your client lifecycle.