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What is PlanMill PSA?

PlanMill ERP provides a comprehensive solution for managing numerous elements including clients, projects, time tracking, expenses, finances, and analytics. You can further improve its functionality with features like Financial Connectors, which assist in optimizing and elevating your business operations. Tailored specifically for project management, PlanMill PROJECT supports scheduling, time and expense tracking, and reporting, effectively reducing the workload by removing unnecessary tasks during the planning stages. For robust customer relationship management, PlanMill CRM integrates all customer data into one cohesive platform, offering a complete view of your business and sales efforts. Accessible from any location and at any time, PlanMill allows users to track time and analyze data via mobile devices or desktop systems. Our solutions are built to grow alongside your business, allowing you to begin with a simple setup and expand as your requirements change. Acknowledging the individuality of each business, our offerings can be tailored with various add-ons, ensuring you invest only in the features that are necessary for your operations. Additionally, with the ability to adjust to your specific needs, PlanMill paves the way for ongoing growth and long-term success, making it a versatile choice for any organization. This adaptability ensures that your business can thrive in an ever-evolving market landscape.

What is Certinia PS Cloud?

Certinia's Professional Service Automation (PSA), formerly known as FinancialForce, serves as a holistic platform aimed at supporting professional services organizations in meeting client demands while driving revenue expansion. This extensive tool offers a range of features including resource management, tracking of time and expenses, billing processes, revenue recognition, project management, and collaboration in sales, among others. By leveraging Certinia's PSA, companies can efficiently allocate the right talent to each assignment, build stronger relationships with clients and partners, and enhance project profitability, which ultimately results in better resource utilization and increased client satisfaction. In addition, this all-in-one solution simplifies workflows, enabling firms to concentrate on providing outstanding services while effectively pursuing their organizational objectives. Consequently, adopting this platform not only optimizes operations but also positions businesses for long-term success in a competitive landscape.

Media

Media

Integrations Supported

Certinia ERP Cloud
Expensify
Loyalistic
Rootstock Cloud ERP
Salesforce
Salesforce Analytics Cloud
Salesforce Platform
Salesforce Service Cloud
Silverbucket
Workato
XCD HR and Payroll

Integrations Supported

Certinia ERP Cloud
Expensify
Loyalistic
Rootstock Cloud ERP
Salesforce
Salesforce Analytics Cloud
Salesforce Platform
Salesforce Service Cloud
Silverbucket
Workato
XCD HR and Payroll

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

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
On-Site Training

Company Facts

Organization Name

PlanMill

Date Founded

2001

Company Location

Finland

Company Website

www.planmill.com

Company Facts

Organization Name

Certinia

Date Founded

2009

Company Location

United States

Company Website

certinia.com/professional-services-cloud/

Categories and Features

Professional Services Automation

Billing & Invoicing
CRM
Client Portal
Collaboration Tools
Document Management
Portfolio Management
Project Management
Proposal Generation
Quote Management
Resource Management
Time & Expense Tracking

Categories and Features

Professional Services Automation

Billing & Invoicing
CRM
Client Portal
Collaboration Tools
Document Management
Portfolio Management
Project Management
Proposal Generation
Quote Management
Resource Management
Time & Expense Tracking

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