Certinia PSA

Salesforce-native professional services automation for enterprises

Overview

Certinia PSA is built on the Salesforce platform and shares Salesforce’s customer records, user interface and analytics, which the company presents as its system of record[9]. Its modules cover services estimation, resource management, project management, services billing and services financials[9]. Certinia, headquartered in Austin, Texas, says more than 1,400 customers use its software and that it was named a Leader in the IDC MarketScape for Worldwide AI-Enabled PSA 2025–2026[9].

The Veda AI agents add estimate generation from historical data, a resourcing agent for matching skills to capacity, and a project assistant that surfaces delivery risks; the company claims these can reclaim more than 20 hours a month per project manager, a figure it does not explain[9]. Certinia is a strong fit where sales, delivery and finance all run on Salesforce, because opportunities flow into projects and billing without integration. It is not designed for MSP ticketing and RMM integration, it requires Salesforce licensing, and pricing is available only by demo or contact[9].

What Certinia PSA does

  • Services estimation
  • Resource and skills management
  • Project management
  • Services billing and financials
  • Veda AI agents
  • Native to Salesforce

Certinia PSA pricing

Quote-based; no prices published.

Certinia PSA strengths and limitations

Strengths

  • Native Salesforce data model
  • Enterprise resource management
  • Services financials included
  • Recognised by IDC MarketScape (per vendor)

Limitations

  • Requires Salesforce
  • No published pricing
  • Not suited to MSP ticketing
  • Long implementation typical for enterprise PSA

Appears in

Certinia PSA alternatives and competitors

Alternatives to Certinia PSA: companies ranked in the same lists.

Is this your company?

Update the description, logo, image and link through the submission form. Editors review every change.

Update this listing

Is your company missing from a list?

Send your logo, description and link. Editors review every submission, and approved listings are clearly labelled.

Add your company