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    Overview
    ProductRatingMost Used ByProduct SummaryStarting Price

    Certinia PS Cloud

    Score8.9 out of 10
    N/ACertinia PS Cloud software is a cloud-based services solution that is built on the Force.com platform. It allows companies to manage professional resources, customers, projects and financials in one integrated services management application. Because the solution works natively with Force.com, it utilizes the same data for sales, services and finance on one system.N/A

    Kantata PSA

    Score9 out of 10
    Mid-Size Companies (51-1,000 employees)
    Kantata Cloud (formerly Mavenlink + Kimble) provides project management and collaboration software for small to mid-sized professional services companies. Features include resource management, project dependencies, time and expense tracking, file sharing, versatile user permissions, private messaging, planning and reporting.N/A

    Zoho Projects

    Score8.1 out of 10
    N/AZoho Project is online project management and planning software that provides project teams with a web-based collaborative environment. Zoho Projects can also include a bug tracking module specifically design to support software development project. It is integrated with other Zoho products including Zoho CRM.

    $5

    per month per user

    Pricing
    Certinia PS CloudKantata PSAZoho Projects
    Editions & Modules
    No answers on this topic
    Premier
    Contact Sales Team
    per month per seat
    Enterprise
    Contact Sales Team
    Free
    $0
    Premium
    $5
    per month per user
    Enterprise
    $10
    per month per user
    Project Plus
    Contact Sales
    Offerings
    Pricing Offerings
    Certinia PS CloudKantata PSAZoho Projects
    Free Trial
    NoNoYes
    Free/Freemium Version
    NoNoYes
    Premium Consulting/Integration Services
    YesYesYes
    Entry-level Setup FeeRequiredRequiredOptional
    Additional DetailsCertinia Professional Services Cloud software follows a subscription-based pricing model that is typically structured according to the number of users and the level of features required. The software’s pricing may vary depending on the organization’s size and needs, with options to select modules or add-ons for additional functionality. Specific pricing details may require a consultation or quote from Certinia for tailored solutions.Discount offered for annual billing.
    More Pricing Information
    Community Pulse
    Certinia PS CloudKantata PSAZoho Projects
    Considered Multiple Products
    Certinia
    No answer on this topic
    Kantata (Kimble + Mavenlink)
    No answer on this topic
    Zoho
    No answer on this topic
    Key User Insights
    Would buy again
    No answers on this topic
    94%
    Would buy again
    17 Answers
    75%
    Would buy again
    6 Answers
    Delivers good value for the price
    No answers on this topic
    94%
    Delivers good value for the price
    15 Answers
    100%
    Delivers good value for the price
    7 Answers
    Happy with the feature set
    No answers on this topic
    89%
    Happy with the feature set
    16 Answers
    88%
    Happy with the feature set
    7 Answers
    Lived up to sales and marketing promises
    No answers on this topic
    92%
    Lived up to sales and marketing promises
    11 Answers
    71%
    Lived up to sales and marketing promises
    5 Answers
    Implementation went as expected
    No answers on this topic
    100%
    Implementation went as expected
    12 Answers
    57%
    Implementation went as expected
    4 Answers
    Features
    Certinia PS CloudKantata PSAZoho Projects
    Project Management
    Comparison of Project Management features of Certinia PS Cloud and Kantata PSA and Zoho Projects
    Feature
    Certinia PS Cloud
    -
    Ratings
    Kantata PSA
    -
    Ratings
    Zoho Projects
    6.6
    20 Ratings
    15% below category average
    Task Management00 Ratings00 Ratings7.520 Ratings
    Resource Management00 Ratings00 Ratings7.019 Ratings
    Gantt Charts00 Ratings00 Ratings6.517 Ratings
    Scheduling00 Ratings00 Ratings5.518 Ratings
    Workflow Automation00 Ratings00 Ratings6.014 Ratings
    Team Collaboration00 Ratings00 Ratings7.520 Ratings
    Support for Agile Methodology00 Ratings00 Ratings6.35 Ratings
    Support for Waterfall Methodology00 Ratings00 Ratings8.011 Ratings
    Document Management00 Ratings00 Ratings6.016 Ratings
    Email integration00 Ratings00 Ratings6.016 Ratings
    Mobile Access00 Ratings00 Ratings5.018 Ratings
    Timesheet Tracking00 Ratings00 Ratings7.519 Ratings
    Change request and Case Management00 Ratings00 Ratings6.96 Ratings
    Budget and Expense Management00 Ratings00 Ratings6.014 Ratings
    Professional Services Automation
    Comparison of Professional Services Automation features of Certinia PS Cloud and Kantata PSA and Zoho Projects
    Feature
    Certinia PS Cloud
    -
    Ratings
    Kantata PSA
    -
    Ratings
    Zoho Projects
    5.0
    13 Ratings
    42% below category average
    Quotes/estimates00 Ratings00 Ratings5.55 Ratings
    Invoicing00 Ratings00 Ratings5.012 Ratings
    Project & financial reporting00 Ratings00 Ratings6.55 Ratings
    Integration with accounting software00 Ratings00 Ratings3.013 Ratings
    Best Alternatives
    Certinia PS CloudKantata PSAZoho Projects
    Small Businesses
    Autotask PSA
    Score7.7 out of 10
    Autotask PSA
    Score7.7 out of 10
    Any.do
    Score8 out of 10
    Medium-sized Companies
    Workday Professional Services Automation
    Score8.2 out of 10
    Workday Professional Services Automation
    Score8.2 out of 10
    KanbanFlow
    Score7.3 out of 10
    Enterprises
    Planview AdaptiveWork
    Score8.7 out of 10
    Planview AdaptiveWork
    Score8.7 out of 10
    Microsoft To Do
    Score7.9 out of 10
    All AlternativesView all alternativesView all alternativesView all alternatives
    User Ratings
    Certinia PS CloudKantata PSAZoho Projects
    Likelihood to Recommend
    9.0
    (13 ratings)
    9.1
    (50 ratings)
    6.5
    (24 ratings)
    Likelihood to Renew
    9.0
    (3 ratings)
    9.0
    (6 ratings)
    9.9
    (3 ratings)
    Usability
    8.0
    (2 ratings)
    8.0
    (8 ratings)
    5.6
    (4 ratings)
    Availability
    9.0
    (1 ratings)
    9.0
    (2 ratings)
    9.0
    (1 ratings)
    Performance
    7.0
    (1 ratings)
    7.0
    (3 ratings)
    9.0
    (1 ratings)
    Support Rating
    9.0
    (3 ratings)
    9.0
    (8 ratings)
    7.4
    (9 ratings)
    In-Person Training
    -
    (0 ratings)
    9.0
    (2 ratings)
    -
    (0 ratings)
    Online Training
    -
    (0 ratings)
    9.0
    (2 ratings)
    9.0
    (1 ratings)
    Implementation Rating
    8.0
    (1 ratings)
    9.0
    (5 ratings)
    8.0
    (1 ratings)
    Configurability
    -
    (0 ratings)
    8.2
    (1 ratings)
    -
    (0 ratings)
    Ease of integration
    -
    (0 ratings)
    8.2
    (1 ratings)
    -
    (0 ratings)
    Product Scalability
    -
    (0 ratings)
    9.0
    (2 ratings)
    -
    (0 ratings)
    Vendor post-sale
    -
    (0 ratings)
    9.0
    (2 ratings)
    -
    (0 ratings)
    Vendor pre-sale
    -
    (0 ratings)
    9.0
    (2 ratings)
    -
    (0 ratings)
    User Testimonials
    Certinia PS CloudKantata PSAZoho Projects
    Likelihood to Recommend
    Certinia
    PSA is great at capturing all the data you would need to accurately track and report on consulting projects. It captures project financials, calculates projected GM%, and (among others) allows for hourly tracking of employees, which breaks it up between billable and non-billable for utilization tracking to accurately understand costs. However, the user interface is tough to learn, and the stability of the data reporting functions is questionable. This tool would be great for smaller consulting shops that fit the standard contracting mold. If your business is fairly straightforward without a lot of shades of gray, you shouldn't have much trouble with the tool. However, if your business practices have a lot of exceptions based on clients, then you'll have a tall administrative task on your hands.
    Incentivized
    Read full review
    Kantata (Kimble + Mavenlink)
    It is appropriate and even exceeds expectations 90% of the time. It makes project tracking very easy and visually accessible for most cases. The only occasion where Mavenlink came slightly short was for a special project that required more interaction options among project members. I am certain there are ways to work around that issue, but we did not find them.
    Incentivized
    Read full review
    Zoho
    My work involves projects of 5-15 people with numerous projects running simultaneously. Prior to Zoho, I did not have a central location from which to view all project statuses at once. Zoho looks to provide this and also looks like it will deliver. I am anxious to see how our organization's use of it develops. At this time, I feel I am likely to recommend Zoho Projects because my organization has made great software decisions in the past so I have a level of trust already that the research has been done that Zoho is the best solution for our line of work.
    Incentivized
    Read full review
    Pros
    Certinia
    • The biggest strength of FinancialForce PSA is that it's built upon the force.com platform, which means it is very easily customizable to our business needs.
    • Projects are easily created, as well as milestones and assignments.
    • "Actuals" (dollars and hours) are calculated automatically, and are easily reported on.
    • Resources are easily managed by using the Resource Planner
    • FinancialForce PSA support is outstanding!
    Read full review
    Kantata (Kimble + Mavenlink)
    • With Mavenlink when starting to assign tasks to people, set deadlines and milestones, and add files to our projects we can look at it all from a variety of perspectives, including a task tracker view and a Gantt chart view
    • Through Mavenlink each project also includes an activity stream where we can view all project details as they come up, as well as an activity feed for all the projects it is linked to.
    Incentivized
    Read full review
    Zoho
    • We use it to manage our sales orders as there are lots of moving parts which are necessary to get client orders done properly.
    • I use it anytime I have a new idea I want to put into motion. As I can create a list for brainstorming, feedback, specific actions necessary in order to test and or implement the idea.
    • Unrelated to business, it's a great way to plan travel in order to make sure you don't forget those important things like passport, flight arrangement, client meeting confirmation, and meeting prep as far as what specific documents or things do you need to bring with you.
    • And since everyone is on the go and expected to keep up with work, the mobile/tablet app makes it a breeze to keep up, work on, and create new projects.
    Incentivized
    Read full review
    Cons
    Certinia
    • The product is still maturing as a full featured PSA tool. The feature roadmap is compelling but is still being built out.
    • Tool is ideal for managing a services business. It is not yet a project manager tool.
    • Limited reporting
    • Maturing change order process
    • Limited integration to back-end financial systems beyond Financial Force Financials. We use Netsuite.
    • The underlying SalesForce UI is constrained and can be keystroke intensive at times
    • Limited archiving of historical data
    Read full review
    Kantata (Kimble + Mavenlink)
    • The Gantt chart does not allow for baselines to be stored
    • There is no means to upload an excel task tracker and build a plan using an upload
    • The schedule does not allow for planning of holidays
    • The status report functionality needs to be improved
    Incentivized
    Read full review
    Zoho
    • There is no ability to add custom fields in the "Bugs" module - for example, if we want to add fields such as Version Number.
    • Reporting is not integrated - its a fairly expensive add-on.
    • There is no easy way to track actual and completed dates for tasks - so historical variance analysis is not easy.
    Read full review
    Likelihood to Renew
    Certinia
    There is another PSA software program that we have been looking into (DreamFactory) that could potentially replace FinancialForce PSA in our organization. Like FinancialForce PSA, it is cloud based on the force.com platform. Licensing is slightly less than FinancialForce PSA, and the Resource Management tool is far superior to FinancialForce PSA. With that said, our renewal falls in Q4 2014 and I don't foresee us implementing a new system this fiscal year.
    Read full review
    Kantata (Kimble + Mavenlink)
    Although the company I currently work for does not use the product I have recommended that we do switch to Mavenlink. We will be opening some new sites internationally this year and I can see that Mavenlink would be a great product for us to use
    Read full review
    Zoho
    I've reviewed about 8 other project management solutions and Zoho Projects is the best I've seen without being overly complicated. Zoho Projects keeps getting better! Recent new enhancements makes it even easier to navigate. There are new keyboard shortcuts that cut my time way down. The tools are very easy to use.
    Read full review
    Usability
    Certinia
    It is maturing and does what it does well although it is not fully complete.

    Integration to SF is great.

    Gives great visibility to incoming services projects and allows the staffing process to start on pipeline deals.

    There are certain processes that take more click-throughs then needed so there are refinement opportunities around the UI.

    The resource management screen and project status views have really matured since our original purchase, and while not perfect, allow business leaders to do their jobs.

    Configurations vs. customizations. We seem to have to bring in an Apex developer to do a customization for changes I would think could be configuration settings
    Read full review
    Kantata (Kimble + Mavenlink)
    I think Kantata is one of the most robust and best project management tools out there for an organization like ours. However, some of our staff feel like it isn't as user-friendly as it could be. From a Director point of view or a Project Manager point of view, Kantata is exceptional. From the point of view of a task-doer, it could be more visually appealing. Also, the mobile version isn't great.
    Incentivized
    Read full review
    Zoho
    Zoho Projects is an easy project management tool to use. It provides all the functionality that we required for handling projects. We can easily create personal forms for projects and tasks, allowing us to add and report on our own desire. Apart from this we can create and edit documents in real time which saves our time. This allows us to share text docs, presentations, tables with the whole team and we can work on them together
    Incentivized
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    Reliability and Availability
    Certinia
    We have maybe had 1-2 outages over 3 years.
    Read full review
    Kantata (Kimble + Mavenlink)
    Mavenlink gives advance notice for system upgrades, and they're not during our business day. Mavenlink has always been available when we needed it.
    Read full review
    Zoho
    Has not been down to my knowledge.
    Read full review
    Performance
    Certinia
    Most of the time it is fine. There are peak periods of usage where performance noticably slows down (i.e., Monday mornings when time is due and many reports are being run)
    Read full review
    Kantata (Kimble + Mavenlink)
    Very good integration with Google apps. Some complexity is called however in the synchronization between Google Tasks and Maven links tasks. This can sometimes lead to duplicate records in Google Tasks. It has been dissolvable that becomes cumbersome if not properly curated.
    Read full review
    Zoho
    Speed meets my expectations.
    Read full review
    Support Rating
    Certinia
    Every time I submit a new help request, whether it's an actual help request or just a question about FinancialForce PSA, I always feel that I'm receiving world class support. The support we receive from FinancialForce PSA is always very detailed and professional. There are some requests that take longer than other for the initial response, which is why I did not give a full 10.
    Read full review
    Kantata (Kimble + Mavenlink)
    Kantata support is fantastic! Any issues that arise are always handled quickly and efficiently. Granted, we haven't had many issues to report. Typically, my team tends to only reach out to support if they need assistance remembering how to do something or asking about an improvement. We had Kantata build an integration when we first started using the software, and the support team worked hard to listen and improve the integration.
    Incentivized
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    Zoho
    Although it might lack intuitiveness, once you get a hang of how Zoho Projects works, you can do a LOT. The impact good project management has on profitability is huge, and it has helped not only improve communication and coordination when working on a project, but more importantly have adequate tracking of time, due dates and potential bottle necks
    Incentivized
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    In-Person Training
    Certinia
    It was fine.
    Read full review
    Kantata (Kimble + Mavenlink)
    We prepared questions in advance, and our trainer was an expert in what Mavenlink was and wasn't able to do. We were able to have multiple people trained at once.
    Read full review
    Zoho
    No answers on this topic
    Online Training
    Certinia
    No answers on this topic
    Kantata (Kimble + Mavenlink)
    The training was very well-organized. We were able to send questions in advance so the instructor knew what to cover, and the brought up related topics to maximize the usefulness of what they were teaching us.
    Read full review
    Zoho
    No answers on this topic
    Implementation Rating
    Certinia
    Appirio did a good job, however, the user team didn’t know enough to make all the right configuration/customization choices. The team focused too much on replicating existing processes vs. reengineering them. In hindsight we should have had deep dive reviews at key milestones and enforced more focus on how the software would operate. We didn’t have access to true best practices expertise. In hindsight, a consultant from the outside would have been helpful to drive this.
    Read full review
    Kantata (Kimble + Mavenlink)
    Dedicate as much internal time to the implementation effort as possible, even if you're using a 3rd party or Mavenlink services. Your team knows your processes the best
    Read full review
    Zoho
    No answers on this topic
    Alternatives Considered
    Certinia
    FF PSA is a robust Project Management solution that can be configured to fits any size business. We have tried several other applications and PSA so far has met and exceeded our needs. We run our day to day operations on Salesforce so having a solution that is native was a must have. PSA met that requirement and much more.
    Incentivized
    Read full review
    Kantata (Kimble + Mavenlink)
    We have since switched over to JIRA and let me tell you, it was probably the best decision we have made as a company. We chose Mavenlink based on promises from the sales team about future roadmap work that really never happened. We thought Mavenlink would easily integrate with our billing software but we couldn't have been more wrong. We ended up never utilizing Mavenlink invoices as they don't even allow you to fully customize your invoices that go out to clients!
    Incentivized
    Read full review
    Zoho
    Zoho Projects provides a more limited set of functionality and customization options than other task/bug trackers on the market, but what it lacks in functionality it makes up for in ease of use. It probably has 80-90% of the features of its competitors but takes about a third of the time to get up and running and realizing value.
    Incentivized
    Read full review
    Scalability
    Certinia
    No answers on this topic
    Kantata (Kimble + Mavenlink)
    It's very easy to add users and contractors into Mavenlink. There's also an option that let's you manage access for teams in multiple locations.
    Read full review
    Zoho
    No answers on this topic
    Return on Investment
    Certinia
    • FinancialForce PSA has helped us improve our data tracking and allows us to get more granular about our financial information and performance.
    • PSA has given more tools and reports to individual contributors to take greater ownership over their own data, and has increased accountability across the organization.
    • PSA has added a fairly hefty administrative burden to individuals, project managers, and our financial team.
    Incentivized
    Read full review
    Kantata (Kimble + Mavenlink)
    • Manvenlink is perfect for showing expenses and income over time and across people.
    • Manvenlink is adaptable for the integration and automation of the processes of each of our projects in order to optimize resources and improve operational performance.
    • Mavenlink allows us to determine if our projects are profitable or not, as well as save significant time by automating components such as recurring tasks and having templates, among other things.
    • Manvenlink is advantageous for our operations due to its simple portfolio management of our projects: manage several projects at once and receive a complete perspective of the development of each one at a glance.
    • Manvenlink kindly provides us with robust discussion threads, access restrictions, and built-in document management, allowing us to contextualize communications.
    Incentivized
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    Zoho
    • We needed a system to organize our growing business, so anything was better than what we had, which was nothing.
    • Recording time spend is a huge reason for using project software. It has made me aware of the tasks that are taking too long and where we are not being profitable as a company.
    • It has kept our team accountable for what needs to get completed and when projects are not in motion or completed timely. It's helpful to know in order to get billing out faster.
    Incentivized
    Read full review
    ScreenShots

    Kantata PSA Screenshots

    Screenshot of real-time project status tracking.Screenshot of visualizations that help track resources with confidence.Screenshot of at a glance capacity and staffing monitoring.Screenshot of financials and project margin monitoring.Screenshot of revenue tracking, to scale a business with confidence.

    Zoho Projects Screenshots

    Screenshot of Task Automation with Blueprint - Map out your entire workflow with no code as flowcharts. Automate your tasks and notifications and set approval criteria with blueprint.Screenshot of Intuitive Gantt Charts - Say what, say who, say when. And done. Zoho Projects' Gantt chart comes feature loaded with advanced operations such as Critical path and Baseline.Screenshot of Inbuilt Issue Tracker - You can log, organize, track, and fix any problems. Features such as status and workflow, can be customized to suit the exact needs of your project.Screenshot of Drag, Drop and Done - A view of your tasks as cards placed along columns. Helps you identify bottlenecks and reorganize quickly using drag and drop.Screenshot of A quick pulse of all your work - The Portfolio dashboard, is a compact overview of all the work that's been happening across projects with widgets that address the project level timeline, status, ownership, budget health, and clients.Screenshot of Looks that matter - A refreshing UI that supports multiple themes, including an eye-catching dark mode.