Home > PSA Software > Mavenlink > Mavenlink vs Certinia PSA

Mavenlink vs Certinia PSA

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Our analysts compared Mavenlink vs Certinia PSA based on data from our 400+ point analysis of PSA Software, user reviews and our own crowdsourced data from our free software selection platform.

Overview Pricing Benefits & Features Analyst Ratings Comparison Charts User Ratings Analyst Summary Screenshots
Mavenlink Software Tool
Certinia PSA Software Tool
SelectHub Award Winner
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Product Basics

Analyst Rating

81 Detailed Analysis

User Sentiment

Great User Sentiment (2530 Reviews)

Analyst Rating

92 Detailed Analysis

User Sentiment

Great User Sentiment (536 Reviews)
Mavenlink merged with Kimble PSA in 2021 to become the Kantata Professional Services Cloud. For more information, visit our Kantata review.

It enables services businesses to manage and execute projects at each stage of the lifecycle. By uniting project and resource management, team collaboration, accounting, and business intelligence, it enables organizations to streamline planning and delivery.

Includes the option to purchase expert services that cater to companies in the professional services space. When choosing the primary package, businesses work with a team comprised of a manager, a business consultant, a BI consultant, a technical consultant and a training expert.
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Certinia PSA (formerly FinancialForce PSA) offers users complete clarity over their business' sales, finances and services. It enables users to manage clients, team members, projects and financial information in one PSA system. Users receive uniform data points so they can better monitor resources and make accurate estimates.

Sales engagement, project management, time and expenses and resource management are some of Certinia PSA's top capabilities.
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$45/User, Monthly
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$175/User, Monthly
Free Trial is available →
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Tailored to your specific needs
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Product Assistance

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Knowledge Base
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Product Insights

  • Gain Pipeline Insights: Connect your CRM of choice with Mavenlink to get a complete view of your pipeline and estimate the forecasted gap between demand and capacity. This facilitates better project planning. 
  • Leverage Project Data: More than 60 reports provide a complete, data-rich view of your projects. They remove data silos, enhance the strategic decision-making process and offer a tailored overview. Reports include project status, margin projections and utilization metrics. 
  • Access Cloud Apps: Mavenlink integrates with leading cloud-based apps, giving you capabilities such as single sign-on (SSO), user authentication and document collaboration. As the most popular project management application for G Suite, Mavenlink connects with all Google apps for a seamless, collaborative workspace. 
  • View Resource Capacity and Demand: Forecasting tools, availability charts, utilization metrics and profitability reports equip managers with the insight necessary to drive successful projects. Run what-if analysis, fill in staffing gaps and identify resource areas where action is needed. These tools allow you to consistently hit targets and maximize profits. 
  • React to Project Resource Changes: Gain a comprehensive view across project details like resource schedules and a visual dashboard that highlights which projects need attention in order to succeed. The activity feed facilitates collaboration between resource and project managers, so there’s always alignment between project and resource needs. 
  • Allow and Restrict Access: Nested permissions ensure you can share project information with the collaborators who need to see it — and no one else. Role-based settings determine what team members, clients and contractors can see. 
  • Speed Up Review and Approval: The software removes versioning issues by allowing direct file sharing. The interface also has a split-screen view so changes are accurate. Users can add feedback quickly, even on video and audio files. 
  • Ensure Accurate Billing: Rate cards allow you to standardize rates or create custom options. This capability helps set client expectations, accelerates billing and provides accurate numbers for forecasting. You can also differentiate between your bill rates and the cost rate for an employee or contractor. 
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  • Master Record: Users can utilize a master record of customer data with immediate transparency and seamless teamwork throughout their projects, resources and clientele. 
  • In-depth Insights: Certinia PSA enables users to gain deep analytics and robust insights from their company to make timely and wiser business choices. 
  • Automatic Business Practices: Users can automate all of their business practices from opportunities to pinpointing revenue.  
  • Flexible and Cohesive: This solution is adaptable and works with small and large companies. Its cloud deployment enables users to seamlessly collaborate with every essential employee, internal and external stakeholders. 
  • Full Transparency: Certinia PSA can showcase resource data 24/7 so users can immediately pull up needed resources or preserve them. 
  • Accessibility: Users can access the time and expense management and upload snapshots of expense receipts with the mobile app. The app can streamline the time and expense tracking process by making it available at any time on any connected device.  
  • Receive Accurate Predictions: Users can implement the billing and revenue recognition module to generate accurate forecasting and predictions. It includes thorough scheduling information and an analysis of revenue impact. Users also receive current and future perspectives with full transparency of their sales pipeline.  
  • Adjustable Dashboards: Having trouble sharing the right metrics with the right people? Executives, resource and project managers, financiers and consultants can implement Certinia PSA's flexible dashboards to study and evaluate key performance metrics. 
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  • Project Collaboration: Mavenlink centralizes task management and project communication for a unified workspace that team members can take mobile. The system collects messages in a single feed for quick access while also providing private messages. Create tasks, milestones and other details; then assign them to different members. Statuses can be updated collaboratively, and the drag-and-drop interface makes it easy to rearrange items. 
  • Project Plans: The software uses Gantt charts to build visual layouts of project details, including task dependencies and the critical path. You can combine items like tasks, issues, milestones and other details into a fully-fledged work breakdown structure. 
  • Portfolio Management: Project cards let managers sort active projects and view critical details to see the overall portfolio’s health, along with the status of each project. A global project list offers greater detail, with fields for budget, burn rate, completion percentage and the next phase. Project leaders can also view a visual schedule that includes project in progress as well as those on the roadmap. 
  • Resource Management: This feature allows you to more effectively manage project resources. Tools like the scenario builder and profit margin modeler enable estimation. A resource matching engine and live-view resource pool let managers plan roles and workloads accurately. There are also separate views for project managers and resource managers, giving each the right data while allowing them to remain synced on overall needs. 
  • Templates: Create templates based on past successful projects. After cloning the current project, you can customize the details to fit the current project. Project plan template elements include checklists, schedules, tasks, dependencies, budgets and resource assignments. 
  • Project Accounting: Track time and expense information with tools like timesheets, universal time entry and expense reports. Generate customized invoices using different inputs or combine multiple projects into a single invoice. The system automatically calculates sales tax and supports weighted milestones. Mavenlink also supports multiple currencies. 
  • Business Intelligence: This feature provides deep insight into key project metrics such as project status, time and expenses, profit margins, actual vs. scheduled fees, and many more. You can filter based on certain criteria like specific projects or clients and then drill down for granular examination. Use more than 35 interactive, pre-built reports from experts or use the ad hoc reporting engine for customization. That option lets you modify existing reports or create your own, with access to more than 300 metrics. 
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  • Streamline Resource Allocation: Certinia PSA's resource management accessory enables users to comprehend every quality of a resource schedule such as project time, PTO, non-billable time and more, to maximize staffing and dominate project management. Users can track resource skills, certifications and availability and oversee and tailor utilization measurements to achieve their resource scheduling demands. 
  • Monitor Every Resource: Users can employ the resource management tool to review capacity, backlogs and availability throughout projects. This module can proactively display resource schedule information online 24/7. Users can find, preserve and generate needed resources right away or in the future. 
  • Establish Practical Expectations: This solution offers a sales engagement tool for users to actively participate in the sales cycle to formulate trustworthy quotes and monitor customer expectations. Users can project requirements and prices to create realistic expectations. When users gain visibility in the brainstorming stages of sales, they can boost margins and clientele gratification.    
  • Transparency in the Sales Channel: Users receive whole visibility in the sales channel with the sales engagement tool to plan ahead by recognizing gaps in supply and demand beforehand. Users can also forecast resource requirements before deals close so they can make informed business decisions. 
  • Communicate with Stakeholders and Clientele: The PSA communities accessory enables users to share current data, reports and project plans with internal and external stakeholders. Users can initiate prompt discussions and share the necessary documents. This tool also allows users to convey and work together with customers by sharing project statuses, data and files.  
  • Manage Partners and Subcontractors: Users can employ the PSA communities module to ensure partner and subcontractor stakeholders are in the know by sharing related costs, availability and project influences. This accessory can exhibit partner and subcontractor costs as they occur, automatically submit time and expenses and monitor invoices and vendor cost budgets. 
  • Develop New Projects in One Click: The project management accessory authorizes users to create new projects with one click and all of the significant information is automatically entered. Users can benefit from advanced project templates to reduce time and guarantee cohesive delivery methods for projects to reach positive outcomes.  
  • Launch Elaborate Procedures: Users can execute workflows and strategies with the project management tool. Managers receive configurable views of their assignments, intricate workflows are promptly activated to meet the most complex assignments and resources can be assigned to specific projects or jobs with thorough work breakdown structure (WBS) support. 
  • Gantt Conspicuity: The project management tool also offers hands-on Gantt charts to fully see plans, dependencies and timelines. Users can search and filter project information and dive into single resource schedules. The drag-and-drop component enables users to move or place assignments and effectively respond to changes.  
  • Facilitate Time Entries and Approvals: Users can implement the time and expense management tool to easily modify time for responsibilities and jobs in one place. Users can copy from other schedules or previous weeks. This module allows users to approve procedures through emails, social channel feeds and mobile devices. Bulk approvals come in handy for large quantities of timecards or expenses.  
  • Mobile-Friendly: The time and expense management module is available on the Certinia app so users can input or validate timecards and expenses. Users can also load snapshots of expense receipts. 
  • Oversee Project Profits: Users can leverage the project financials accessory to study the financial progress of a project. They receive authorization to revenue, bookings, backlog, billing, budgets and rate realization any time anywhere. This module enables users to effortlessly filter data by region, practice or group breakdowns. Users can also monitor the project's revenue costs and margins with the project or portfolio-mode views. 
  • Seamless Billing: The project financials module can be utilized to automate the bid to bill process that can be shared with a user's sales, services and finance departments. Users can also bill by time and expense, flat fee and retainer and combine several billing types for one project. This accessory also produces invoices or mixed billing events for the financial backend of a user's choosing.  
  • Set Budget and Watch Progress: Certinia PSA's project financials component has a revenue recognition extension that permits users to create revenue recognition standards to match your business needs or procedures. Users can upload revenue transactions into their financial system and receive complete transparency over what's ready to bill, what's already been billed and what's been invoiced. This tool can monitor actuals against budgets immediately as it occurs. Users can employ access and workflow restrictions to control budget approvals and requested modifications.  
  • Swift Billing and Easy-to-Find Revenue:  The billing and revenue recognition accessory permit users to pass along bills to their preferred financial system. This tool offers instant assembly of billing data as their projects are finished and submitted for flexible approval. Users can implement a protected audit trail for guaranteed compliance and effortlessly input revenue transactions into your financial application. 
  • Real-Time Data and Insights: Users can employ the dashboard and reporting accessory to promptly display performance and essential KPIs. This feature has vigorous, adaptable dashboards and reports and significant data so users can make crucial and punctual administrative decisions. Users can also develop a library of status reports for their archives and adjust automation options to email customizable reports and files. 
  • Role-Based Dashboards: The dashboard and reporting feature is equipped with personalized management dashboards. These dashboards are flexible for executives, resource managers, project managers, financiers and consultants. Users can also create data access rights that align with a particular role and divide metrics to review extra practical metrics.  
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Product Ranking

#4

among all
PSA Software

#16

among all
PSA Software

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Analyst Rating Summary

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92
54
93
100
97
44
95
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Dashboard and Reporting
Resource Management
Time and Expense Management
Project Collaboration
Project Financials
Project Collaboration
Project Financials
Dashboard and Reporting
Mobile Capabilities
Time and Expense Management

Analyst Ratings for Functional Requirements Customize This Data Customize This Data

Mavenlink
Certinia PSA
+ Add Product + Add Product
Customer Relationship Management (CRM) Dashboard And Reporting Mobile Capabilities Platform Capabilities Project Collaboration Project Financials Project Management Resource Management Time And Expense Management 54 100 44 85 90 86 83 100 92 93 97 95 92 100 100 93 94 95 0 25 50 75 100
20%
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86%
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Analyst Ratings for Technical Requirements Customize This Data Customize This Data

55%
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45%
80%
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User Sentiment Summary

Great User Sentiment 2530 reviews
Great User Sentiment 536 reviews
84%
of users recommend this product

Mavenlink has a 'great' User Satisfaction Rating of 84% when considering 2530 user reviews from 7 recognized software review sites.

84%
of users recommend this product

Certinia PSA has a 'great' User Satisfaction Rating of 84% when considering 536 user reviews from 5 recognized software review sites.

5.0 (18)
4.8 (9)
4.1 (672)
4.2 (438)
4.18 (554)
n/a
4.2 (561)
n/a
4.2 (574)
4.2 (49)
4.5 (71)
4.7 (22)
4.2 (80)
3.6 (18)

Awards

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SelectHub research analysts have evaluated Certinia PSA and concluded it earns best-in-class honors for Mobile Capabilities, Project Collaboration and Project Management.

Mobile Capabilities Award
Project Collaboration Award
Project Management Award

Synopsis of User Ratings and Reviews

User-Friendly Interface: Precisely 53% of users stated that Mavenlink has a user-friendly interface with a smooth implementation process.
Variety of Features: Mavenlink has a plethora of features such as real-time analytics, reporting, project status and more. Nearly 57% of users approved the features.
Flexible: Approximately 66% of users said Mavenlink is pliable and customizable to their specific business needs.
Team-Oriented: Mavenlink enables users to properly share and communicate with team members. The solution offers effective communication and collaboration tools according to 100% of reviewers.
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Friendly Interface: Precisely 62% of users stated that the program has an easy implementation process and an intuitive user interface.
Strong Performance: Certinia PSA is a single source of information that streamlines procedures and manages projects, teams, patrons and financial tasks, as stated by 65% of users.
Oodles of Features: This solution is equipped with a wide range of features including time tracking, resource planning and allocation, reporting, forecasting, bank reconciliation and more, according to 67% of users.
Smooth Integrations: Roughly 94% of users say the software can merge with other solutions such as Salesforce, Excel, NetSuite, Certinia Accounting, other CRM programs and more.
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Steep Learning Curve: Of the users who commented on learning Mavenlink, roughly 46% of users said the learning curve is difficult.
Customer Support: Approximately 63% of users say getting in touch with Mavenlink's customer support team is challenging.
Feature Limitations: Of the users who discussed Mavenlink's features, 42% reported that some features have limitations or some extra features are needed.
Mobile App Deficiencies: Mavenlink's mobile app capabilities are limited in comparison to the desktop software as stated by nearly 83% of users.
Limited Integrations: Although Mavenlink can integrate with QuickBooks and Google Docs, it does not integrate with certain CRM software according to 57% of users.
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Customization Limitations: Certinia PSA's customization options may not be as extensive as some users require, potentially leading to workarounds or compromises in tailoring the platform to specific workflows.
Usability Challenges: The user interface and overall user experience of Certinia PSA can be complex and require a significant learning curve, particularly for new users or those transitioning from other PSA solutions.
Reporting Flexibility: Generating customized reports or accessing specific data points within Certinia PSA may require advanced knowledge or technical expertise, potentially hindering efficient data analysis and decision-making.
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Mavenlink offers a potent project management platform that the majority of users say has an effective interface and a multitude of tools such as time tracking, instant analytics, project status, collaboration, budgeting and adjustable dashboards. Users also find that the system is flexible to their company requirements. However, some users believe the learning curve is difficult and Mavenlink doesn't merge with particular CRM applications. Customer support may also lag in extending exemplar resources. Overall, users believe Mavenlink is the proper tool to streamline their project management needs.

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Certinia PSA is an effective PSA application that extends a full variety of features to its users. Its interface is user friendly and the implementation process is straightforward, avoiding confusion. It also integrates with other programs such as NetSuite, Salesforce, Salescloud, Certinia Accounting, other financial management solutions and more. Certinia PSA's overall performance expedites routine operations and governs projects, teams, customers and financial duties with ease, making it a robust and handy software.

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Screenshots

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