Certa vs. Fortra’s Automate

Our brief experience with Certa was great overall. We liked the many options it provided, and saw how easily it could help manage our company's needs. However, the app was not as intuitive to work our way through, especially for those in our company that are not tech savvy. The onboarding function was what I was most excited about while using it. The dashboard made it super easy to see the overview of a project and know the next steps that need to be taken, and help get everyone on the same page without having to send emails, calls or texts to give updates. However, when deciding whether to continue with Certa or go a different route, the choice was hard, but he had enough employees struggling and unsure on the app that made the end decision

Incentivized

It's great for repetitive or regularly scheduled activities like reports or file transfers. However, it's not so good for on-demand activities. It doesn't support task shortcuts to run specific tasks. If it did it would be perfect.

Incentivized

• It made it easy to onboard suppliers
• Internal and external team communication
• Fully customizable

Incentivized

• Very detailed task builder. Easy to read step by step a task's operation even if you don't have much programming knowledge.
• Scheduling for automation jobs is very flexible. Allows us to create all kinds of job schedules as needed.
• Organization of jobs, tasks, conditions is done well. Allows us to easily manage our items.

Incentivized

• Because it is fully customizable, we felt like there were too many options. Having more of a basic template for like-minded industries would be helpful.
• Maneuvering around the app was not as easy as I'd hoped. We have several employees that aren't tech savvy, and it was hard getting them to use the app.

Incentivized

• A reporting capability on tasks: enabled, disabled, by folder, by trigger, etc. Currently there is none.
• An "OR" in their conditional statements - currently there is only "AND".
• Some kind of temporary backup when changing a task - separate from the current back up/restore functionality (which works well).

Incentivized

It's just very easy to use, extremely versatile, and very reliable. It's hard to find use cases where it won't work.

Incentivized

Support is very helpful and responsive, although using the tool is very user-friendly, so I hardly use the service.

Incentivized

We actually ended up picking JobNimbus over Certa only because we had employees that were already familier with JN and felt comfortable navigating and assisting other coworkers. It came down to JN and Certa and that was the only reason we didn't go with Certa. They were very comparable, but the few employees that are not tech savvy were having difficulties navigating Certa. I would not be opposed to using Certa in the future or recommending it to other companies.

Incentivized

Incentivized

• The contract software was great. We were spending money each month to have certified contracts signed and drawn up. Certa did a great job at including this feature, saving money overall.
• Once all documents and contacts are inputted, so much time and effort would be saved. We would no longer need to call, email or follow up with each other to verify that tasks were completed.

Incentivized

• It's been a net positive as AutoMate requires less eyes on specific tasks so that people can focus attention elsewhere and do more analysis.
• Less manual work also decreases the chances of mistakes and/or missed jobs. Since Automate can schedule everything, send email notifications, etc., there is less time wasted.

Incentivized