Average Ratings 2,277 Ratings
Average Ratings 0 Ratings
Description
Kantata helps professional services organizations of 50 to 5,000+ employees ensure consistent excellence and profitability across every project. With a platform that connects everything from scoping to resourcing to forecasting, you can always deliver amazing.
The real challenge for most PS organizations is that their projects are so unpredictable. They never really know how an engagement is going to play out until it’s too late to do anything about it. And that undermines profits, strains resources, and leaves clients wondering what they’re really paying for.
Kantata PSA puts an end to unpredictable projects by enabling you to:
• Instantly assemble the ideal team: so you can deploy resources based on the best match for scope, scheduling, skillsets, and more
• Easily amplify institutional knowledge: by turning past experience into real-time intelligence so all your expertise is available to all your people
• Confidently forecast every outcome: with an accurate, comprehensive view of everything from revenue and margins to capacity and sentiment
Not every services firm operates the same way and your PSA shouldn’t either. Kantata is the only PSA offering both a Salesforce-native and an open infrastructure option, so you can choose the ecosystem that fits your business.
With over 1,200 prebuilt connectors including Salesforce, NetSuite, HubSpot, Workday, Sage Intacct, Microsoft Dynamics 365, Google Workspace, and Jira — Kantata extends the value of your existing tech stack while keeping all your operational data connected in one AI-powered platform.
That’s why professional services organizations across software, IT services, management consulting, and marketing agencies rely on Kantata to operate with greater precision, predictability, and profitability
Description
Optimize services delivery to maximize revenue. Align sales, services, and success teams on Salesforce. Customer onboarding is the first step to customer success. Salesforce offers a variety of playbooks that can be used to help customers onboard faster. You can mobilize teams quickly, schedule resources, and make better use your capacity. Forecast, track, and forecast the time and usage of your team. Precursive PSA provides complete visibility across all employees and professional services to improve operational performance, 100% natively Salesforce.
API Access
Has API
Yes
API Access
Has API
No
Integrations
Salesforce
Yes
Avalara
Yes
BambooHR
Yes
Fivetran
Yes
Forcemanager
Yes
Gmail
Yes
Google Drive
Yes
Google Workspace
Yes
HubSpot CRM
Yes
Jira Work Management
Yes
Integrations
Salesforce
Yes
Avalara
No
BambooHR
No
Fivetran
No
Forcemanager
No
Gmail
No
Google Drive
No
Google Workspace
No
HubSpot CRM
No
Jira Work Management
No
Pricing Details
Custom pricing available. Kantata offers multiple license types with flexible packaging to meet your unique needs. Contact Kantata for details.
Free Trial
No
Free Version
No
Pricing Details
$20 per month
Billed annually
Free Trial
Yes
Free Version
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
Yes
Live Rep (24/7)
Yes
Online Support
Yes
Customer Support
Business Hours
Yes
Live Rep (24/7)
Yes
Online Support
Yes
Types of Training
Training Docs
Yes
Webinars
Yes
Live Training (Online)
Yes
In Person
Yes
Types of Training
Training Docs
Yes
Webinars
Yes
Live Training (Online)
Yes
In Person
Yes
Vendor Details
Company Name
Kantata
Founded
2008
Country
United States
Website
www.kantata.com
Vendor Details
Company Name
Precursive
Country
United Kingdom
Website
www.precursive.com
Product Features
Business Intelligence
Ad Hoc Reports
No
Benchmarking
No
Budgeting & Forecasting
Yes
Dashboard
No
Data Analysis
No
Key Performance Indicators
No
Natural Language Generation (NLG)
No
Performance Metrics
Yes
Predictive Analytics
No
Profitability Analysis
Yes
Strategic Planning
Yes
Trend / Problem Indicators
No
Visual Analytics
Yes
Collaboration
Brainstorming
Yes
Calendar Management
No
Chat / Messaging
Yes
Contact Management
No
Content Management
Yes
Document Management
Yes
Project Management
Yes
Real Time Editing
No
Task Management
Yes
Version Control
Yes
Video Conferencing
No
Financial Management
Budgeting & Forecasting
Yes
Cash Management
No
Consolidation / Roll-Up
Yes
Currency Management
No
Financial Reporting
Yes
Investment Management
No
Project Management
Yes
Revenue Recognition
Yes
Risk Management
No
Tax Management
No
IT Project Management
Bug Tracking
Yes
Issue Management
Yes
Milestone Tracking
Yes
Percent-Complete Tracking
Yes
Portfolio Management
Yes
Prioritization
Yes
Product Roadmapping
No
Requirements Management
No
Resource Management
Yes
Status Tracking
Yes
Supports Agile
Yes
Supports Scrum
Yes
Task Management
Yes
Testing / QA Management
Yes
Time & Expense Tracking
Yes
Professional Services Automation
Billing & Invoicing
Yes
CRM
No
Client Portal
Yes
Collaboration Tools
Yes
Document Management
Yes
Portfolio Management
Yes
Project Management
Yes
Proposal Generation
Yes
Quote Management
No
Resource Management
Yes
Time & Expense Tracking
Yes
Project Planning
Agile Methodologies
Yes
Budget Management
Yes
Collaboration Tools
Yes
Due Date Tracking
Yes
Gantt Charts
Yes
Kanban Board
Yes
Prioritization
Yes
Progress Tracking
Yes
Resource Management
Yes
Task Management
Yes
Template Management
Yes
Traditional Methodologies
Yes
Project Portfolio Management
Budget Management
Yes
Collaboration
Yes
Dashboard
Yes
Issue Management
Yes
Milestone Tracking
Yes
Portfolio Management
Yes
Project Planning
Yes
Requirements Management
No
Resource Management
Yes
Status Tracking
Yes
Task Management
Yes
Time & Expense Tracking
Yes
Resource Management
Capacity Management
Yes
Data Visualization
Yes
Demand Forecasting
Yes
Drag & Drop
Yes
Employee Scheduling
Yes
Filtered Search
Yes
Resource Allocation
Yes
Skills Tracking
Yes
Utilization Management
Yes
Strategic Planning
Budgeting & Forecasting
Yes
Dashboard
Yes
Goal Setting / Tracking
Yes
Idea Management
Yes
KPIs
Yes
Modeling & Simulation
Yes
Roadmapping
No
Scenario Planning
Yes
Scorecards
Yes
Time and Expense
Activity Tracking
Yes
Billable Hours Tracking
Yes
Billing Rate Management
Yes
Expense Tracking
Yes
Invoice Processing
Yes
Multiple Billing Rates
Yes
Project Tracking
Yes
Reimbursement Management
Yes
Time Tracking by Client
Yes
Time Tracking by Project
Yes
Time Tracking
Automatic Time Capture
Yes
Billable & Non-Billable Hours
Yes
Billing & Invoicing
Yes
Employee Database
No
Expense Tracking
Yes
Mobile Time Tracking
Yes
Multiple Billing Rates
Yes
Offline Time Tracking
No
Online Time Tracking
Yes
Overtime Calculation
No
Time per Project Reporting
Yes
Timesheet Management
Yes
Vacation / Leave Tracking
Yes
Work Management
Access Roles / Permissions
Yes
CRM
No
Calendar Management
No
Collaboration Tools
Yes
File Storage / File Sharing
Yes
Kanban
Yes
Messaging / Discussion
Yes
Performance Metrics
Yes
Project Management
Yes
Reporting / Analytics
Yes
Resource Management
Yes
Strategic Planning
Yes
Task Management
Yes
Time Tracking
Yes
Version Control
No
Workflow Management
Yes
Product Features
Project Management
Agile Methodologies
No
Budget Management
No
Client Portal
No
Collaboration Tools
No
Cost-to-Completion Tracking
No
Customizable Templates
No
Gantt Charts
No
Idea Management
No
Kanban Board
No
Milestone Tracking
No
Portfolio Management
No
Resource Management
No
Time & Expense Tracking
No
Traditional Methodologies
No
Resource Management
Capacity Management
No
Data Visualization
No
Demand Forecasting
No
Drag & Drop
No
Employee Scheduling
No
Filtered Search
No
Resource Allocation
No
Skills Tracking
No
Utilization Management
No
Work Management
Access Roles / Permissions
No
CRM
No
Calendar Management
No
Collaboration Tools
No
File Storage / File Sharing
No
Kanban
No
Messaging / Discussion
No
Performance Metrics
No
Project Management
No
Reporting / Analytics
No
Resource Management
No
Strategic Planning
No
Task Management
No
Time Tracking
No
Version Control
No
Workflow Management
No