RealTime PSO

RealTime PSO

Trinity Systems Technologies
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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

RealTime PSO is a patented enterprise professional services and outsourcing on demand sales and delivery cloud-based application. Professional services firms and outsourcing organizations use RealTime PSO to sell and deliver firm services on demand for real-time revenue-- displacing sole dependence on RFPs and receivables for revenue. Visit www.realtimepso.com or the Salesforce AppExchange for a fee 30 day trial.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

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

Audience

Professional services firms and outsourcing organizations

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

No information available.
Custom pricing available. Kantata offers multiple license types with flexible packaging to meet your unique needs. Contact Kantata for details.
Free Version
Free Trial

Pricing

$65 per user per month
Free Version
Free Trial

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

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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
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

Kantata
Founded: 2008
United States
www.kantata.com

Company Information

Trinity Systems Technologies
www.realtimepso.com

Alternatives

Alternatives

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CS Professional Suite

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Float

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Inspire Planner

Inspire Planner

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BigTime

BigTime

BigTime Software
Klient

Klient

Klient PSA

Categories

Categories

Professional Services Automation Features

Billing & Invoicing
Client Portal
Collaboration Tools
CRM
Document Management
Portfolio Management
Project Management
Proposal Generation
Quote Management
Resource Management
Time & Expense Tracking

Business Intelligence Features

Ad Hoc Reports
Benchmarking
Budgeting & Forecasting
Dashboard
Data Analysis
Key Performance Indicators
Natural Language Generation (NLG)
Performance Metrics
Predictive Analytics
Profitability Analysis
Strategic Planning
Trend / Problem Indicators
Visual Analytics

Collaboration Features

Brainstorming
Calendar Management
Chat / Messaging
Contact Management
Content Management
Document Management
Project Management
Real Time Editing
Task Management
Version Control
Video Conferencing

Financial Management Features

Budgeting & Forecasting
Cash Management
Consolidation / Roll-Up
Currency Management
Financial Reporting
Investment Management
Project Management
Revenue Recognition
Risk Management
Tax Management

IT Project Management Features

Bug Tracking
Issue Management
Milestone Tracking
Percent-Complete Tracking
Portfolio Management
Prioritization
Product Roadmapping
Requirements Management
Resource Management
Status Tracking
Supports Agile
Supports Scrum
Task Management
Testing / QA Management
Time & Expense Tracking

Project Planning Features

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

Project Portfolio Management Features

Budget Management
Collaboration
Dashboard
Issue Management
Milestone Tracking
Portfolio Management
Project Planning
Requirements Management
Resource Management
Status Tracking
Task Management
Time & Expense Tracking

Resource Management Features

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

Strategic Planning Features

Budgeting & Forecasting
Dashboard
Goal Setting / Tracking
Idea Management
KPIs
Modeling & Simulation
Roadmapping
Scenario Planning
Scorecards

Time Tracking Features

Automatic Time Capture
Billable & Non-Billable Hours
Billing & Invoicing
Employee Database
Expense Tracking
Mobile Time Tracking
Multiple Billing Rates
Offline Time Tracking
Online Time Tracking
Overtime Calculation
Time per Project Reporting
Timesheet Management
Vacation / Leave Tracking

Time and Expense Features

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

Work Management Features

Access Roles / Permissions
Calendar Management
Collaboration Tools
CRM
File Storage / File Sharing
Kanban
Messaging / Discussion
Performance Metrics
Project Management
Reporting / Analytics
Resource Management
Strategic Planning
Task Management
Time Tracking
Version Control
Workflow Management

Professional Services Automation Features

Billing & Invoicing
Client Portal
Collaboration Tools
CRM
Document Management
Portfolio Management
Project Management
Proposal Generation
Quote Management
Resource Management
Time & Expense Tracking

Integrations

HubSpot CRM
HubSpot Customer Platform
NetSuite
QuickBooks Online
QuickBooks Online Advanced
Salesforce
Slack
Xero
APIANT
Cisco Webex
Expensify
Fivetran
Forcemanager
Google Drive
Microsoft 365
Microsoft Dynamics 365
Sage Intacct
Stripe Billing
Workday HCM
Zoho Flow

Integrations

HubSpot CRM
HubSpot Customer Platform
NetSuite
QuickBooks Online
QuickBooks Online Advanced
Salesforce
Slack
Xero
APIANT
Cisco Webex
Expensify
Fivetran
Forcemanager
Google Drive
Microsoft 365
Microsoft Dynamics 365
Sage Intacct
Stripe Billing
Workday HCM
Zoho Flow
Claim RealTime PSO and update features and information
Claim RealTime PSO and update features and information