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Certinia PSA is a robust professional services automation software designed to streamline project management, resource allocation, and billing for service-based businesses....Read more
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Project Management
Portfolio Management Oversee and prioritize multiple projects to align with strategic business goals. Collaboration Tools Enable team communication and file sharing to enhance project collaboration and productivity. Task Management Create, assign, and track tasks to ensure timely and efficient completion of project activities. Project Planning and Scheduling Plan projects, set schedules, and allocate resources efficiently to meet deadlines. Quote Management Generate and manage detailed project estimates, seamlessly transitioning to active projects. Risk Management Identify, assess, and mitigate potential risks that could impact project success. Cost Management Track and control project costs to ensure budgets are adhered to and financial goals are met. Milestone Tracking Define and monitor key milestones to ensure projects stay on track and meet deadlines. Resource Management
Capacity Planning Forecast and manage resource demand to prevent overloading or underutilization. Resource Allocation Assign resources based on availability, skills, and project requirements for optimal efficiency. Skill Management Maintain a database of skills to match resources effectively to project needs. Utilization Tracking Monitor billable and non-billable time to improve resource productivity and profitability. Financial Management
Profitability Analysis Assess profit margins across projects, clients, and services. Expense Management Track and control expenses to ensure alignment with project budgets. Budgeting And Forecasting Set and manage budgets while predicting financial outcomes based on current trends. Billing and Contract Management
Billing & Invoicing Automate invoicing processes to ensure accurate and timely client billing. Multi-Currency Support Handle international transactions with dynamic exchange rates and currency settings. Contract Tracking Manage the lifecycle of contracts, including creation, approval, and renewal. Time Tracking
Real Time Tracking Track time as tasks are performed for better accuracy and resource planning. Approval Workflows Streamline timesheet and expense approvals with customizable workflows. Timesheet Management Log and track employee work hours with ease, ensuring accurate payroll and billing. Customer Relationship Management (CRM)
Client Management Centralize client information for easy access and efficient relationship management. Sales Pipeline Tracking Visualize and manage the sales process to close deals faster. Proposal Management Create and manage detailed proposals to win new business effectively. Client Communication Manage communication history for consistent and informed interactions with clients. Lead and Opportunity Management Track sales leads and opportunities to convert prospects into clients. Customer Feedback Management Collect and analyze feedback to improve service delivery and client satisfaction. Workflow Automation and Management
Workflow Automation Automate repetitive tasks to save time and improve efficiency. Service Delivery Automation Streamline service operations and ensure consistent delivery. Task Automation  Simplify task assignments and updates with automated processes. Customizable Workflows Design workflows to match specific business needs and processes. SLA Monitoring and Automation Track and automate service-level agreement compliance and reporting. Business Process Modeling Visualize and optimize business processes for better efficiency. Integrations
API Integration Enable custom integrations and expand software capabilities. Third Party Integrations Connect seamlessly with tools like Slack, QuickBooks, or Salesforce. CRM Integration Sync with external CRM tools to centralize client and project data. E-Signature Integration Incorporate electronic signature tools for faster contract approvals. Security and Compliance
Compliance Management Ensure adherence to regulatory standards like GDPR, SOC 2, or ISO. Audit Logs Maintain records of system activities for accountability and compliance. Data Encryption Protect sensitive information with encryption both in transit and at rest. Remote Access Securely access the system from any location or device. Role-Based Access Control (RBAC) Restrict access to sensitive data based on user roles and permissions. Data Backup and Recovery Safeguard data with regular backups and robust disaster recovery plans. AI Capabilities
Resource Forecasting Predict future resource needs using historical data for efficient capacity planning. Project Risk Assessment Identify potential risks proactively using AI insights to ensure successful project delivery. Optimal Resource Allocation Assign resources intelligently based on skills, availability, and project requirements. Automated Invoicing Streamline billing with AI that verifies details and sends reminders for overdue payments. Intelligent Ticket Prioritization Prioritize service tickets using AI to address critical issues promptly. Alerts & Notifications
System Notifications Receive alerts for errors, updates, or critical system activities. Custom Workflow Alerts Get notified of important workflow events tailored to your preferences. Customer Interaction Alerts Stay updated on client interactions and engagement. Workflow Trigger Alerts Get real-time updates when specific workflows are initiated or completed. Analytics and Reporting
Performance Metrics Evaluate team and project performance to optimize productivity. Predictive Analytics Forecast future trends and outcomes using historical data. Dashboards Access real-time visual insights into key metrics and project progress. KPI Tracking Monitor key performance indicators to measure success and areas for improvement. Profitability Analysis Assess profit margins across projects, clients, and services. Customizable Reports Generate tailored reports to analyze performance and identify trends. Workflow Insights Gain actionable insights into workflow efficiencies and bottlenecks. Others
Client Portal Benchmarking | Brand Name | Certinia |
| Information | Certinia is the platform for services business, connecting everything from opportunity to renewal. |
| Founded Year | 2019 |
| Director/Founders | Deb Ashton, Jeremy Roche |
| Company Size | 1000+ Employees |
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