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About

Kantata helps professional services organizations of 50 to 5,000+ employees ensure consistent excellence and profitability across every project. By connecting scoping, resourcing, and forecasting in one platform, you can always deliver amazing. Most PS organizations struggle with unpredictable projects that erode margins, strain resources, and weaken client trust. Kantata PSA puts an end to unpredictable projects by enabling you to: • Instantly assemble the ideal team based on skills, availability, and scope • Easily amplify institutional knowledge by turning past experience into real-time intelligence • Confidently forecast every outcome with an accurate view of everything from revenue and margins to capacity and sentiment

About

Improve services delivery to maximize revenue by aligning sales, services and success teams on the platform that matters, Salesforce. Customer success starts with customer onboarding. Use repeatable playbooks for implementations to onboard customers faster, all within Salesforce. Mobilize teams quickly, schedule resources and make better use of your capacity. Plan, track and forecast your team's time and utilization. Precursive PSA gives you complete insight across all people and professional services to improve operational performance, 100% native to Salesforce.

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported

Audience

Professional services businesses, especially in the marketing, advertising, creative, engineering, IT services, management consulting, technology and software services.

Audience

Companies of all sizes searching for an advanced Customer Onboarding solution

Support

Phone Support Supported
24/7 Live Support Supported
Online Supported

Support

Phone Support Supported
24/7 Live Support Supported
Online Supported

API

Offers API Supported

API

Offers API Not Supported

Screenshots and Videos

Screenshots and Videos

Pricing

Custom pricing available. Kantata offers multiple license types with flexible packaging to meet your unique needs. Contact Kantata for details.
Free Version Not Supported
Free Trial Not Supported

Pricing

$20 per month
Billed annually
Free Version Not Supported
Free Trial Supported

Reviews/Ratings

Overall 4.6 / 5
ease 4.8 / 5
features 4.7 / 5
design 4.5 / 5
support 4.5 / 5

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

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Pros from Real Users

Pros

  • Easy to use, exemplary customer support. Always coming up with new enhancements and the knowledgebase is quite extensive.
  • The platform offers a wealth of valuable features, such as time tracking, workflow automation, and integrations with other tools, optimizing processes and boosting team productivity. Additionally, Kantata provides a clear view of project status, enabling managers to make more informed and strategic decisions. If you're seeking a comprehensive and scalable solution to manage your projects, Kantata is an excellent choice. Its ability to adapt to various methodologies and industries makes it a versatile and indispensable tool for any organization. Key strengths: Intuitive interface Wide range of features Easy integration Detailed reporting
  • The platform has been a wonderful tool for hosting solutions delivery and provides a one-stop-shop for clients and internal stakeholders for communications, timelines, and deliverables tracking. It is easy to use and provides transparency in real-time for all project members as well as easy deliverable tracking and project reporting.
  • Fab automation, really great product and easy to use. Would recommend to other users. Design is also nice to look at.
  • Kantata integrates with a variety of other software applications, including Salesforce, JIRA, and QuickBooks. This makes it easy to share data between different systems and streamline your workflows.
  • Loved the complete software package along with all color grading and helpful content provided. easy to use.
  • Single Dashboard to review all submitted, resubmitted and pending timesheets which makes weekly timesheet review a simple task. It is much better than Tempo timesheets that I have used in past.
  • My team and I loved the user-friendly interface! We only did about 15 minutes of training to get the basics and then everyone got the rest of it by themselves. It's that easy.
  • The pros of this product include ease of use, ease of communication with teammates, and overall project management tools.
  • Resource Management. Financial Management. Project Management. Team Collaboration. Business Intelligence. Integrations & Workflows.

Training

Documentation Supported
Webinars Supported
Live Online Supported
In Person Supported

Training

Documentation Supported
Webinars Supported
Live Online Supported
In Person Supported

Company Information

Kantata
Founded: 2008
United States
www.kantata.com

Company Information

Precursive
United Kingdom
www.precursive.com

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Categories

Categories

Resource Management Features

Capacity Management Supported
Data Visualization Supported
Demand Forecasting Supported
Drag & Drop Supported
Employee Scheduling Supported
Filtered Search Supported
Resource Allocation Supported
Skills Tracking Supported
Utilization Management Supported

Work Management Features

Access Roles / Permissions Supported
Calendar Management Not Supported
Collaboration Tools Supported
CRM Not Supported
File Storage / File Sharing Supported
Kanban Supported
Messaging / Discussion Supported
Performance Metrics Supported
Project Management Supported
Reporting / Analytics Supported
Resource Management Supported
Strategic Planning Supported
Task Management Supported
Time Tracking Supported
Version Control Not Supported
Workflow Management Supported

Business Intelligence Features

Ad Hoc Reports Not Supported
Benchmarking Not Supported
Budgeting & Forecasting Supported
Dashboard Not Supported
Data Analysis Not Supported
Key Performance Indicators Not Supported
Natural Language Generation (NLG) Not Supported
Performance Metrics Supported
Predictive Analytics Not Supported
Profitability Analysis Supported
Strategic Planning Supported
Trend / Problem Indicators Not Supported
Visual Analytics Supported

Collaboration Features

Brainstorming Supported
Calendar Management Not Supported
Chat / Messaging Supported
Contact Management Not Supported
Content Management Supported
Document Management Supported
Project Management Supported
Real Time Editing Not Supported
Task Management Supported
Version Control Supported
Video Conferencing Not Supported

Financial Management Features

Budgeting & Forecasting Supported
Cash Management Not Supported
Consolidation / Roll-Up Supported
Currency Management Not Supported
Financial Reporting Supported
Investment Management Not Supported
Project Management Supported
Revenue Recognition Supported
Risk Management Not Supported
Tax Management Not Supported

IT Project Management Features

Bug Tracking Supported
Issue Management Supported
Milestone Tracking Supported
Percent-Complete Tracking Supported
Portfolio Management Supported
Prioritization Supported
Product Roadmapping Not Supported
Requirements Management Not Supported
Resource Management Supported
Status Tracking Supported
Supports Agile Supported
Supports Scrum Supported
Task Management Supported
Testing / QA Management Supported
Time & Expense Tracking Supported

Professional Services Automation Features

Billing & Invoicing Supported
Client Portal Supported
Collaboration Tools Supported
CRM Not Supported
Document Management Supported
Portfolio Management Supported
Project Management Supported
Proposal Generation Supported
Quote Management Not Supported
Resource Management Supported
Time & Expense Tracking Supported

Project Planning Features

Agile Methodologies Supported
Budget Management Supported
Collaboration Tools Supported
Due Date Tracking Supported
Gantt Charts Supported
Kanban Board Supported
Prioritization Supported
Progress Tracking Supported
Resource Management Supported
Task Management Supported
Template Management Supported
Traditional Methodologies Supported

Project Portfolio Management Features

Budget Management Supported
Collaboration Supported
Dashboard Supported
Issue Management Supported
Milestone Tracking Supported
Portfolio Management Supported
Project Planning Supported
Requirements Management Not Supported
Resource Management Supported
Status Tracking Supported
Task Management Supported
Time & Expense Tracking Supported

Strategic Planning Features

Budgeting & Forecasting Supported
Dashboard Supported
Goal Setting / Tracking Supported
Idea Management Supported
KPIs Supported
Modeling & Simulation Supported
Roadmapping Not Supported
Scenario Planning Supported
Scorecards Supported

Time Tracking Features

Automatic Time Capture Supported
Billable & Non-Billable Hours Supported
Billing & Invoicing Supported
Employee Database Not Supported
Expense Tracking Supported
Mobile Time Tracking Supported
Multiple Billing Rates Supported
Offline Time Tracking Not Supported
Online Time Tracking Supported
Overtime Calculation Not Supported
Time per Project Reporting Supported
Timesheet Management Supported
Vacation / Leave Tracking Supported

Time and Expense Features

Activity Tracking Supported
Billable Hours Tracking Supported
Billing Rate Management Supported
Expense Tracking Supported
Invoice Processing Supported
Multiple Billing Rates Supported
Project Tracking Supported
Reimbursement Management Supported
Time Tracking by Client Supported
Time Tracking by Project Supported

Integrations

Salesforce Supported
Avalara Supported
Blotout Supported
Cyfe Supported
Desktop.com Supported
Expensify Supported
Fivetran Supported
Google Drive Supported
Google Workspace Supported
Jira Supported
NetSuite Supported
PayPal Supported
SAP Concur Supported
Shift Supported
Slack Supported
Time Doctor Supported
Track.ly Supported
VisitorTrack Supported
Zoho Flow Supported
Zoho RPA Supported

Integrations

Salesforce Supported
Avalara Not Supported
Blotout Not Supported
Cyfe Not Supported
Desktop.com Not Supported
Expensify Not Supported
Fivetran Not Supported
Google Drive Not Supported
Google Workspace Not Supported
Jira Not Supported
NetSuite Not Supported
PayPal Not Supported
SAP Concur Not Supported
Shift Not Supported
Slack Not Supported
Time Doctor Not Supported
Track.ly Not Supported
VisitorTrack Not Supported
Zoho Flow Not Supported
Zoho RPA Not Supported
Claim Precursive and update features and information
Claim Precursive and update features and information