pylotik vs Certinia: it first depends on Salesforce. Certinia is a PSA (professional services automation) software built natively on Salesforce, which links sales, delivery, resources and finance for service organizations already equipped with that CRM. pylotik is a standalone tool that steers contracts, projects and maintenance for any organization, with its clients and suppliers. For profitability, it adds the client and team management. If your organization is standardized on Salesforce, Certinia extends it naturally. Otherwise, pylotik holds the margin of your commitments with no prerequisite.
Formerly FinancialForce, a US vendor. Its PSA, sold under the name Professional Services Cloud, covers project management, skills-based resource assignment, time and expenses, billing events and revenue forecasts, within the Salesforce environment.
An operational commitment management software, designed and hosted in France. Built during turnarounds and restructurings of service centers, it needs no other software to run. Contracts, projects and maintenance, workload plan, time, margin, meetings and decisions rest on a single data set, which the client follows and validates.
Certinia extends the CRM through to delivery and finance: the opportunity becomes a project, then revenue. pylotik holds the margin where it is lost: in the relationship with the client (scope, dates, validations) and in the team (workload, wear, departures). It does not issue invoices: it connects to the ERP, through a connector built to your needs, to send it the billing orders.
Certinia: a large service organization, equipped with Salesforce, that wants a single environment from sales to accounting. pylotik: any organization that runs projects (industry, construction, engineering, digital services, public sector), with or without a CRM, that wants to hold the margin of its contracts, projects and maintenance with its clients and its teams.
Certinia is the better fit in specific cases. First, when the organization is standardized on Salesforce and wants to chain, within that ecosystem, the opportunity, the project, the invoice and the accounting (through Certinia Accounting, Billing Central or a connected ERP). Second, when deep project hierarchies, with a master project and consolidation, are needed: the linked projects of pylotik are limited to one level. Finally, pylotik has neither a CRM nor accounting, and does not issue invoices: it connects to the ERP, through a connector built to your needs, to send it the billing orders.
Conversely, Certinia inherits the prerequisites of Salesforce: the product is less suited to an organization that does not use that CRM, or to a small team looking for a standalone tool that is quick to deploy. Its client access goes through Experience Cloud sites; according to a vendor guide dated 2021, it requires a Certinia Community license. The documentation consulted does not describe interventions, maintenance contracts, meetings or a decision log.
Each cell points to the vendor's public documentation. "Not documented" means no source was found, not that the feature is absent.
| Feature | pylotik | CertiniaCloud Act |
|---|---|---|
| European sovereignty | France | Non-EUUnited States |
| Project management (tasks, milestones, schedule) | YesWork packages, tasks, phases, milestones, Gantt | YesProjects, tasks, milestones, Gantt. |
| Multi-project steering | YesPortfolio steering and arbitration | PartialConsolidation through project hierarchies and regions / practices / groups; no portfolio module described on the website. |
| Linked or nested projects | Via moduleLinked projects, one level (Extended Project) | YesParent and child projects, master project, consolidation of amounts and time. |
| Dependencies between projects | Via moduleMonitored, without recalculating dates | YesPredecessors and successors between tasks (FS, SS, FF, SF); cross-project dependencies not documented. |
| Resources and assignments | Yes | YesAssignment by skills and availability. |
| Workload plan | Yes | YesResource requests, utilization rate, forecasts. |
| Time entry | YesWeekly, on web and mobile | YesTimesheets (timecards) and expenses. |
| Client contracts | YesA contract for each project | Not documented |
| Maintenance contracts | YesVolume, catalogue, committee | Not documented |
| Intervention scheduling | Via moduleInterventions module | Not documented |
| Fixed-price projects | YesPayment schedule on milestones | YesFixed-price or mixed projects, milestones billed at a fixed amount. |
| Time-and-materials projects | YesMonthly schedule, days × rate | Yes |
| Invoice issuing | Via integrationBilling orders sent to the ERP; the invoice is issued by the ERP | Via moduleThe PSA produces billing events; invoices are issued in Certinia Accounting / Billing Central or a connected ERP. |
| Financial tracking and margin | YesOrdered, invoiced, paid, margin | YesOrder backlog, billing, budgets, revenue, rate realization. |
| Calendars | YesPersonal, project, client | Not documented |
| Meetings and minutes | YesAgenda, minutes | Not documented |
| Decision log | Yes | Not documented |
| Action tracking | Yes | PartialIssue register with an action plan; no separate action tracking documented. |
| Risk register | YesShared or internal | YesRisks on a project, milestone, account or opportunity, with a mitigation plan. |
| Client access | Yes | Via moduleSalesforce Experience Cloud sites for Customer Community Plus users or partners. |
| Client access without a license | YesExternal client organizations | NoCertinia Community license required (vendor guide, 2021) |
| Client validation | YesMinutes, amendments, interventions | Not documented |
| Dashboards | Yes | YesShared Salesforce analytics. |
| Mobile app | YesInstallable web app | YesPSA Mobile app within the Salesforce mobile app. |
| Connectors and API | PartialProject ticketing (Jira) and ERP; optional connectors depending on needs; no public API | YesSalesforce platform and integration partners. |
| French-language interface | YesAnd in English, chosen by each user | PartialLanguage packs including French, machine-translated according to the vendor; help available in English only. |
Information checked in October 2026, against the vendors' public documentation. It changes: see the sources. The flag shows the vendor's country; the Cloud Act badge flags a vendor under US law, or owned by a US group, subject to the CLOUD Act; Non-EU, a vendor established outside the European Union.
Certinia targets service organizations; pylotik, any organization that runs projects. For the profitability of your projects and your commitments, it includes the client and team management, detailed below; client validation is not documented at Certinia, and its client access is not free. It was built during turnarounds and restructurings of service centers and projects.
pylotik brings the steering of what was promised to the client onto a single reference data set, instead of e-mails and spreadsheets. Operational commitment management sets out the principle.
Certinia is a PSA built on Salesforce, which links opportunities, projects, resources and finance. pylotik is a standalone tool that steers contracts, projects and maintenance with the client, who follows and validates from a free access, and with the teams. Both serve profitability: Certinia within the CRM ecosystem, pylotik through the client and team management.
Certinia is built natively on Salesforce and inherits its prerequisites. pylotik depends on no other software; in return, a link with Salesforce goes through an optional connector, built to your needs.
At Certinia, client access goes through an Experience Cloud site; a vendor guide from 2021 states that it requires a Certinia Community license. At pylotik, access for external client organizations is free on every tier. A client team internal to your organization takes up a seat according to its role.
It covers workload plan, time, fixed-price or time-and-materials contracts, ordered, invoiced, paid, amount still due, cost and margin at completion, and adds the client and team management. It replaces neither the ERP nor accounting and does not issue invoices: it connects to the ERP, through a connector built to your needs, to send it the billing orders.
Certinia offers language packs, including French, machine-translated according to the vendor; its help is in English. pylotik is designed in France and its interface is available in French.
A demo on a data set that is already filled in: the contract, the committee, the minutes to validate, the team's workload plan.