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Certinia

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2,267 reviews
  • 3 profiles
  • 10 categories
Average star rating
4.1
Serving customers since
2009

Profile Name

Star Rating

580
439
79
18
17

Certinia Reviews

Review Filters
Profile Name
Star Rating
580
439
79
18
17
Girish A.
GA
Girish A.
AI-Powered Digital Transformation | Microsoft Copilot & CRM Leader | Salesforce & Certinia PSA Expert | IIM Indore
07/02/2025
Validated Reviewer
Review source: G2 invite
Incentivized Review

Powering Services Excellence with Certinia PS Cloud

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.
Gurumoorthy M.
GM
Gurumoorthy M.
Salesforce Test Lead @Aintiram Web Tech | 10+ years of Experience | 1x Certified | 3* Ranger | 27x Super Badge |
06/27/2025
Validated Reviewer
Review source: G2 invite
Incentivized Review

Streamline financial processes and improve decision-making.

It is one of the Salesforce application, it has centralized Accounting and financial reporting system. Built on Salesforce, making lot of customization, app extensions from AppExchange, and mobile access. Real time Dashboard and Reporting
Nishanth S.
NS
Nishanth S.
Software developer at Aintiram Web Tech Pvt Ltd || 4x Salesforce Certified||Salesforce Administrator->Salesforce App Builder -> Sales Cloud Consultant -> Platform developer 1 || Learn and Rock
06/27/2025
Validated Reviewer
Review source: G2 invite
Incentivized Review

Certinia Financial Management Cloud Review

Certinia Financial Management Cloud is its deep integration with Salesforce, which allows for a unified view of financial and customer data. Users also appreciate its automated billing and revenue recognition. Ease of Implementation , Ease of Use and Ease of Integration,Customer Support and Frequency of Use.

About

Contact

Phone:
1-866-743-2220
HQ Location:
San Francisco, CA

Social

@CertiniaInc

What is Certinia?

Certinia accelerates business growth with customer-centric ERP, Professional Services Automation (PSA), and Customer Success Operations solutions. Run on the leading cloud platform, Salesforce, Certinia enables organizations to see their customers in full color to unlock customer insights, deliver innovative experiences, run a digital business, and achieve agility and resilience. Founded in 2009 and headquartered in San Francisco, Certinia is backed by Advent International, Salesforce Ventures, and Technology Crossover Ventures. For more information, visit https://certinia.com/

Details

Year Founded
2009