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What is ShieldPSA?

ShieldPSA is a specialized Professional Services Automation (PSA) solution created specifically for Managed Service Providers (MSPs) and IT service teams, integrating essential service management and business operations into one streamlined interface. This platform simplifies the management of customer inquiries, support tickets, service level agreements (SLAs), project oversight, contract management, time tracking, billing, and extensive reporting functionalities. By providing tools that encompass the entire service lifecycle—from the initial receipt and prioritization of service requests to their resolution, including time management, contract administration, and invoicing—ShieldPSA guarantees a smooth operational flow. In addition, it boasts features such as automated workflows, service catalogs, customer and contact management, detailed reporting, a client portal, and multiple integrations, all aimed at enhancing the daily functions of MSPs. With a commitment to helping MSPs consolidate their service operations, the platform improves visibility into technician and customer interactions, standardizes processes, and streamlines the management of recurring services, promoting greater efficiency. Moreover, ShieldPSA is offered as a free PSA solution, with the option for professional services that cater to advanced requirements and boost productivity even further. This blend of functionalities positions it as an essential resource for teams dedicated to enhancing operational effectiveness and ensuring customer satisfaction, ultimately driving growth and success in the competitive landscape of IT services.

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

Integrations Supported

Certinia Financial Management Cloud
Expensify
Rootstock Cloud ERP
Salesforce
Salesforce Agentforce 360 Platform
Salesforce Agentforce Service
Workato
XCD HR and Payroll

API Availability

API Availability

Pricing Information

$0
Free Version

Pricing Information

Pricing not provided

Supported Platforms

SaaS
Windows
Mac
Linux

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

Webinars
Online Training

Training Options

Documentation Hub
Webinars
Online Training

Company Facts

Organization Name

Vembu Technologies

Company Location

United States

Company Website

www.shieldpsa.com

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

MSP

Not specified

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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