SaaS Professional Services (PS) is Different

You're not a consultancy. PS is 3-8% of your company, not 70%.

Your focus is getting customers live and driving adoption, not maximizing billable utilization.

But as you scale, the cracks show:

  • Spreadsheets and duct tape everywhere
  • No single source of truth
  • Finance chasing timecards and fixing billing errors
  • Deals delayed because you can't see capacity

Traditional PSA

12+ weeks implementation. $50K+ investment. Too slow and too expensive for a team your size.

Lightweight Tools

Gets you started fast, but you'll outgrow them in 18 months. No financial controls for your next audit.

There's a better way.

Icon1: The Foundation You Can Build On

Icon1 is enterprise Certinia PSA, preconfigured and production ready in 2 weeks.

What You Get

  • Resource capacity visibility
  • Project status tracking
  • Margin by project
  • Timecards and billing
  • Single source of truth
  • Financial controls for audit readiness

What You Don't Get

  • 6-month evaluation cycles
  • 12-week implementations
  • $50K+ price tags
  • A system you'll outgrow in 18 months
  • A second implementation as you scale

Built for SaaS PS Teams

Icon1 is designed for B2B SaaS companies with professional services teams at Series B or C stage ($15M-$50M ARR) with 15-50 people in PS.

The Visionary

Founder / CEO

PS isn't your focus, product, marketing, and sales are. But PS delays are blocking deals, and operational debt is catching up. You need infrastructure that supports growth without becoming another project to manage.

The Lieutenant

PS Leader promoted from within

You're duct taping spreadsheets, Monday, timecards, and billing together. Finance is chasing you. You're drowning with no time to fix things because you're too busy delivering.

The New PS Leader

VP PS, hired to transform

You walked into inherited chaos, spreadsheets, no single source of truth. You need to show results in your first 90 days, but the foundation isn't there.

The Strategic CFO

CFO preparing for due diligence

Your PS team's Monday.com boards have no financial controls. You're worried about revenue recognition, gross margin visibility, and your next audit. You need a system before the next round.

Start Where You Are. Scale When Ready.

Icon1 with Certinia PSA meets you where you are, and scales with you as you grow.

Whether you're moving from spreadsheets to basic timecards and billing, or replacing an underpowered PSA, Icon1 is the enterprise PSA solution that you won't outgrow.

Start at Stage 1 or 2, but don't implement twice. Icon1 scales with you through Stage 3, 4, and beyond.

Read: The SaaS PS Maturity Journey

Sound Familiar?

You might be ready for Icon1 if:

You just closed Series B or C and have money to invest in infrastructure

Deals are delayed because PS isn't staffing fast enough

Finance is asking questions you can't answer

Churn is trending wrong and you're not sure why

You just hired a new PS leader who needs to show results in 90 days

You're preparing for your first "big" audit or due diligence

Your engagement model is shifting from Fixed Fee to T&M

"Free services" is becoming unsustainable & gross margin is suffering

Transparent Pricing

Icon1 Live+
Production ready in 2 weeks
$10,995

What's Included

  • Preconfigured Certinia PSA in production
  • User documentation
  • Data migration toolkit
  • End-to-end walkthrough
  • 40 hours expert services
  • Training, adoption, and support
  • Office hours support
  • 60-day warranty
Download Data Sheet

Why Icon?

The Visionary

Founder / CEO

Enterprise PSA in 2 weeks at $10,995. Infrastructure that supports growth and adoption without slowing you down. Invest in your team now so you can focus on product, marketing, and sales.

The Lieutenant

PS Leader promoted from within

Operational foundation that solves your day-to-day pain including timecards, billing, and resource visibility, without adding to your burden. 2-week implementation with a team that gets the details. Best practices from 300+ implementations to help you level up and scale.

The New PS Leader

VP PS, hired to transform

A foundation you can build on in 2 weeks, not 12. Best practices from 300+ implementations so you're not starting from scratch. A partner who's been on this journey before and can help you show results in your first 90 days.

The Strategic CFO

CFO preparing for due diligence

Audit-ready PSA in 2 weeks at $10,995. Financial controls, revenue recognition, and gross margin visibility without a 6-month implementation. Infrastructure that passes due diligence and scales with your growth.

Questions We Hear

"We're too small for enterprise PSA."

That's exactly why we built Icon1. All of the power of Certinia PSA without the complexity. Start simple. Scale when ready.

"We don't have time for a big implementation."

Icon1 is production ready in 2 weeks. Not 12.

"It's too expensive."

$10,995 for enterprise PSA that you won't outgrow.

"My team loves Monday.com."

Icon1 isn't about replacing what works. It's about filling the gaps, timecards, billing, forecasting, and a foundation that scales.

Trusted By Organizations Worldwide
10 Fold Agile Assets Aquitas Solutions Clean Slate Cloudware Connections groupby Kell Partners Listrak Llamasoft Paytech Progesys Q4 SCMEP Tier 1 Trivista Wellsky

Ready to Build the Foundation?

The Visionary

Invest in your team now so you can focus on product, marketing, and sales.

The Lieutenant

Get the tools and best practices to level up and scale.

The New PS Leader

Show results in your first 90 days with a partner who gets it.

The Strategic CFO

Infrastructure that passes due diligence and scales with your growth.

FinancialForce Partner of the Year North America 2020
Certinia Partner
Salesforce Registered Consulting Partner
FinancialForce 360 Partner Excellence Award System Integrators 2017