Certinia offers professional services automation built natively on Salesforce, covering resource planning, project delivery, billing and revenue handling, and forecasting from services data. Its Veda AI suite adds agents for resource matching and project tracking.
Key Professional services automation features
Project and task delivery
Time and expense tracking (not listed)
Billing and invoicing (not listed)
Utilization reporting (not listed)
Project profitability (not listed)
Retainer and fixed-fee billing (not listed)
Also includes
Resource scheduling
Revenue forecasting
From the vendor's own site. Not yet verified by SoftScout. A missing item may just mean we haven't confirmed it.