Certinia Professional Services Cloud vs projectfacts

Certinia Professional Services Cloud connects sales, staffing, project delivery, billing, and renewals for services businesses. The product is native to Salesforce and uses Salesforce customer records, user experience, and analytics. Projects, resources, and financials share one platform, with listed capabilities including resource planning, time tracking, utilization reporting, project financials, billing and invoicing, and a client portal. Veda adds intelligence across the services lifecycle using operational data. The service runs on web and API platforms and is paid, with pricing available on request. Open RESTful and SOAP APIs support CRUD operations, asynchronous bulk loads, near-real-time data streams, and social collaboration features. Named partners include Avalara, Concur, DocuSign, Expensify, Microsoft Outlook, MuleSoft, Plaid, Xactly, and Zenkraft. Application data resides on Salesforce cloud infrastructure under shared security responsibility. Certinia lists penetration testing, code review, scanning, release approvals, remediation, hardening, and monitoring.

projectfacts combines project management, time recording, CRM, invoicing, tickets and HR in configurable business software. Its project tools cover planning and control, tasks, capacity management, work breakdown structures and agile boards. Users can record work and project hours, manage vacation and sick leave, and use resource planning, project budgets, profitability reporting and a client portal. Finance tools handle quotations, orders, invoices, payment plans and billing rules, with DATEV export and ZUGFeRD support. Listed connections include Microsoft 365 and Teams, DATEV, bank interfaces, BMD, Power BI, Skribble, Scrive and Nextcloud; a REST API supports data access and process automation. It runs on the web, Android and iOS, or can be self-hosted. The annual plan is €29 per user per month, net, with hosting extra from €10/month; more than 200 users can request pricing. A free trial normally lasts 14 days, with no automatic follow-up costs. projectfacts is made by 5 POINT AG, founded in Darmstadt in 1999.