Certinia Professional Services Cloud vs Synergist

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.

Synergist is agency management software for coordinating project work, people, and finances. Its scope includes CRM, quoting, project planning, resource scheduling, timesheets, purchasing, billing, and reporting. Project tools cover phase and stage plans, Gantt and list views, milestones, dependencies, templates, and budget and profit tracking. The iOS and Android app provides client and job information, task entry, time and expense logging, and receipt photography. Accounting integrations include Xero, QuickBooks, Sage, MYOB, Access, KashFlow, and Pegasus Opera 3; other integrations include Microsoft and Google sign-in, calendar and file services, and HubSpot or Salesforce CRM. An open API supports data sharing and automated record creation. It is offered as a cloud service or on-premise, with browser access and native Windows or Mac server support for on-premise deployments. Plans start at £300 a month for Foundation, with a one-time onboarding fee; the pricing page specifies an initial 12 billing months and three months' notice to cancel.