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What is ConnectWise PSA?

ConnectWise PSA, previously known as ConnectWise Manage, is a comprehensive business management solution tailored for organizations that provide technology support and services, and it is relied upon by over 100,000 users. This platform is packed with numerous features that enhance team accountability and boost operational efficiency, encompassing tools for help desk management, billing, time tracking, project oversight, agreement handling, sales and marketing, procurement, and reporting. By offering an integrated professional services automation (PSA) solution, ConnectWise PSA fosters a unified perspective of your entire operations through a singular data layer, allowing for improved clarity and streamlined business processes. This holistic approach not only helps organizations manage their resources effectively but also empowers teams to respond swiftly to client needs and market demands.

What is Certinia Professional Services Cloud?

Certinia Professional Services Cloud is an AI-powered professional services automation platform designed to help services businesses run on intelligence instead of intuition. Built natively on Salesforce, the platform connects how organizations sell, staff, deliver, bill, renew, and manage financials from one continuous system of record. Certinia PS Cloud helps teams move from pipeline to profit without the gaps that often appear between sales, delivery, resourcing, and finance. The platform supports services estimation, resource management, project management, services billing, and services financials. Veda AI adds intelligence across the services lifecycle by helping teams estimate work, staff projects, automate delivery tasks, capture time, generate reports, and act on real operational data. Estimation capabilities help teams scope work, generate estimates using historical data, and build quotes faster. Resource management helps match the right skills to the right work, reduce staffing delays, improve utilization, and avoid bottlenecks. Project management capabilities support delivery execution, status updates, reporting, and visibility into project health. Services billing and financials help organizations simplify complex billing cycles, protect margins, reduce revenue leakage, and understand financial health in real time. Certinia PS Cloud is built for consulting, advisory, IT services, software, IT hardware, tax, audit, and other services-driven organizations that need connected delivery and financial operations. By combining Salesforce-native PSA, Veda AI, estimation, staffing, project delivery, billing, financials, forecasting, and lifecycle visibility, Certinia PS Cloud helps services businesses improve efficiency, profitability, and customer outcomes.

Media

Media

Integrations Supported

Salesforce
Acceptto Zero Trust Identity (CIAM)
Acceptto eGuardian
Addigy
Asio by ConnectWise
Campaign Monitor
ConnectBooster
ESET Endpoint Security
Flowgear
Goverlan Reach
HubSpot Data Hub
Invarosoft
Josys
MSP360 Managed Backup
PowerDMARC
QuickBooks Online
RealCISO
Xero
modusCloud

Integrations Supported

Salesforce
XCD HR and Payroll

API Availability

API Availability

Pricing Information

Pricing not provided

Pricing Information

Pricing not provided

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac

Supported Platforms

SaaS

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training

Company Facts

Organization Name

ConnectWise

Date Founded

1982

Company Location

United States

Company Website

www.connectwise.com/platform/business-management/psa

Company Facts

Organization Name

Certinia

Date Founded

2009

Company Location

United States

Company Website

www.certinia.com/solutions/professional-services-cloud/

Categories and Features

AI PSA

Not specified

Help Desk

Alerts / Escalation
Automated Routing
Community Forums
Customizable Branding
Document Storage
Email Integration
IT Asset Management
Incident Management
Interaction Tracking
Knowledge Base
Known Issue Management
Live Chat
Network Monitoring
Real-time Chat
Service Level Agreement (SLA) Management
Ticket Management

IT Management

Capacity Monitoring
Event Logs
IT Budgeting
License Management
Patch Management
Remote Access
Scheduling
User Activity Monitoring

IT Service

Contract Management
IT Asset Management
Knowledge Management
Self Service Portal
Service Catalog
Service Reporting
Ticket Management

ITSM

Asset Tracking
Availability Management
Configuration Management
Contract/License Management
Dashboard
Problem Management
Project Management
Self Service Portal

MSP

Backup Management
Billing & Invoicing
CRM
Dashboard
Help Desk
Issue Management
Live Chat
Patch Management
Project Management
Remote Access
Remote Systems Monitoring
Scheduling

Professional Services Automation

Billing & Invoicing
CRM
Client Portal
Document Management
Project Management
Quote Management
Resource Management
Time & Expense Tracking

Categories and Features

AI PSA

Not specified

Professional Services Automation

Billing & Invoicing
CRM
Client Portal
Collaboration Tools
Portfolio Management
Project Management
Resource Management
Time & Expense Tracking

Revenue Recognition

Not specified

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