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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

Build your pricing and statement of work in one simple step. The ScopeStack platform allows you to easily pick and choose features across different technology towers for a simple scoping process. No more long hours behind the computer, managing word templates and editing grammar. The ScopeStack platform automatically builds the scope while you are choosing features and functions. Visually determine which projects are more profitable and use key business metrics to auto approve projects.

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

Professional services, technology services, managed services, cloud services

Support

Phone Support Supported
24/7 Live Support Supported
Online Supported

Support

Phone Support Supported
24/7 Live Support Not 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

$500 per month
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 Not Supported

Company Information

Kantata
Founded: 2008
United States
www.kantata.com

Company Information

ScopeStack
Founded: 2017
United States
scopestack.io

Alternatives

Alternatives

Float

Float

Float.com
Scope

Scope

The Virtu Group

Categories

Categories

CPQ Supported
IT Service Supported
Job Costing Supported
RFP Supported
Sales Enablement 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

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

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

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

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

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

IT Project Management Features

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

CPQ Features

2D Drawing Not Supported
3D Modeling Not Supported
Approval Workflow Supported
eCommerce Not Supported
Guided Selling Not Supported
Product Configurator Supported
Proposal Generation Supported
Quotes / Estimates Supported
Renewal Management Not Supported
Self Service Portal Not Supported

Document Generation Features

Batch Processing Supported
Collaboration Not Supported
Digital Signature Supported
Interaction Tracking Not Supported
Multiple Output Formats Supported
Templates Supported

IT Service Features

Contract Management Not Supported
Incident Management Not Supported
IT Asset Management Not Supported
Knowledge Management Not Supported
Release Management Not Supported
Self Service Portal Not Supported
Service Catalog Supported
Service Reporting Supported
Ticket Management Not Supported

Job Costing Features

Bills of Material Not Supported
Budgeting & Forecasting Supported
Change Orders Supported
Cost-to-Completion Tracking Not Supported
Invoice Management Not Supported
Overrun Reporting Not Supported
Percent-Complete Tracking Not Supported
Production Cost Tracking Not Supported
Purchase Order Management Not Supported
Quotes / Estimates Supported
Time Tracking Not Supported
Work Order Management Supported

Proposal Management Features

Automatic Formatting Not Supported
Calendar Management Not Supported
Collaboration Supported
Contact Management Supported
Content Repository Not Supported
Document Management Supported
Electronic Signature Supported
Knowledge Library Supported
Pipeline Management Supported
Requirements Management Not Supported
Revision Management Not Supported
RFP Management Supported
Task Management Not Supported
Templates Supported
Version Control Supported

RFP Features

Bid Management Not Supported
Collaboration Supported
Content Management Supported
Data Import / Export Supported
Due Date Tracking Not Supported
Knowledge Library Supported
Progress Tracking Supported
Requirements Management Supported
RFP Creation Supported
RFP Responding Supported
Task Management Supported
Templates Supported
Vendor Management Not Supported

Sales Enablement Features

Collaboration Supported
Contact Management Not Supported
Content Management Supported
Document Management Supported
Goals / Quota Management Not Supported
Lead Management Not Supported
Meeting Management Not Supported
Performance Management Not Supported
Presentation Management Not Supported
Proposal Management Supported
Territory Management Not Supported
Training Management Not Supported

Integrations

HubSpot CRM Supported
HubSpot Customer Platform Supported
APIANT Supported
Avalara Supported
Cyfe Supported
Expensify Supported
Gmail Supported
Google Tasks Supported
Hubstaff Supported
Microsoft Dynamics 365 Supported
NetSuite Supported
PayPal Supported
ProcessPro Supported
QuickBooks Online Supported
Retently Supported
Rippling Supported
SAP Concur Supported
Workday HCM Supported
Xero Supported
Zoho RPA Supported

Integrations

HubSpot CRM Supported
HubSpot Customer Platform Supported
APIANT Not Supported
Avalara Not Supported
Cyfe Not Supported
Expensify Not Supported
Gmail Not Supported
Google Tasks Not Supported
Hubstaff Not Supported
Microsoft Dynamics 365 Not Supported
NetSuite Not Supported
PayPal Not Supported
ProcessPro Not Supported
QuickBooks Online Not Supported
Retently Not Supported
Rippling Not Supported
SAP Concur Not Supported
Workday HCM Not Supported
Xero Not Supported
Zoho RPA Not Supported
Claim ScopeStack and update features and information
Claim ScopeStack and update features and information