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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

Engage with both internal and external partners, monitor campaign expenditures, provide updates to agencies, and organize company events. Enhance logistical efficiency by developing and sustaining effective supply chain strategies while fostering teamwork throughout the planning and implementation phases. Simultaneously oversee services, manage Requests for Proposals, conduct Proof of Concepts, and handle customer escalations with complete transparency. Develop recruitment strategies, facilitate and organize interviews, onboard new staff members, and align employee initiatives with other divisions within the company. Supervise project-centric sales, track essential milestones, deliverables, and contacts; accelerate deal closures and replicate success across various accounts. Collect and analyze data, propose actionable plans, manage assigned tasks, and promote data-driven initiatives within the business. Maintain a comprehensive overview of all ongoing projects and tasks for better visibility and prioritization, ensuring that nothing falls through the cracks. This holistic approach not only drives efficiency but also fosters a collaborative work environment conducive to achieving organizational goals.

API Access

Has API Yes 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Google Drive Yes 
Slack Yes 
Wufoo Yes 
Zapier Yes 
Avalara Yes 
Fivetran Yes 
Forcemanager Yes 
Gentics Yes 
Google Tasks Yes 
Google Workspace Yes 
HubSpot CRM Yes 
JFrog Artifactory Yes 
Microsoft 365 Yes 
SAP Cloud Platform No 
SAP Concur Yes 
SAP Fieldglass No 
TRACK Pulse No 
Xero Yes 
Zoho Flow Yes 
Zoho RPA Yes 

Integrations

Google Drive Yes 
Slack Yes 
Wufoo Yes 
Zapier Yes 
Avalara No 
Fivetran No 
Forcemanager No 
Gentics No 
Google Tasks No 
Google Workspace No 
HubSpot CRM No 
JFrog Artifactory No 
Microsoft 365 No 
SAP Cloud Platform Yes 
SAP Concur No 
SAP Fieldglass Yes 
TRACK Pulse Yes 
Xero No 
Zoho Flow No 
Zoho RPA 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

$10 per month
Free Trial Yes 
Free Version Yes 

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) No 
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 No 

Vendor Details

Company Name

Kantata

Founded

2008

Country

United States

Website

www.kantata.com

Vendor Details

Company Name

SAP

Founded

2016

Country

Germany

Website

ruumapp.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

Agile Project Management Tools

Backlog Management Yes 
Feedback Management Yes 
Gantt/Timeline View Yes 
Kanban Board No 
Prioritization Yes 
Request Management Yes 
Resource Management Yes 
Retrospectives Management Yes 
Status Tracking Yes 
Supports Scrum Yes 
Team Management Yes 
Template Management Yes 
Workflow Management Yes 

Business Process Management

Access Controls / Permissions No 
Alerts / Notifications No 
Business Process Automation No 
Business Rules Management Yes 
Collaboration Yes 
Process Change Tracking Yes 
Process Mapping Yes 
Process Modeling & Design Yes 
Visual Workflow Management No 

Campaign Management

Channel Management Yes 
Contact Database No 
Email Marketing No 
Event Triggered Actions Yes 
Lead Management No 
Multi-Campaign No 

Collaboration

Brainstorming Yes 
Calendar Management No 
Chat / Messaging No 
Contact Management No 
Content Management Yes 
Document Management Yes 
Project Management Yes 
Real Time Editing Yes 
Task Management Yes 
Version Control Yes 
Video Conferencing No 

Internal Communications

App Integration No 
Blogs No 
Chat/Messaging No 
Email Management Yes 
Employee Directory No 
Event Calendar Yes 
Newsletter Management No 
Photo Gallery No 
Social Sharing No 
Survey Management No 
Telephony No 
Video Chat No 
Voice Chat No 

Marketing Planning

Budgeting & Forecasting No 
Collaboration Yes 
Flowchart Yes 
Goal Setting / Tracking Yes 
Marketing Calendar Yes 
Media Planning Yes 
Predictive Analytics No 
Presentation Tools Yes 
Project Tracking Yes 
Spend Management Yes 

Product Management

Collaboration Yes 
Feedback Collection Yes 
Idea Management Yes 
Milestone Tracking Yes 
Prioritization Yes 
Product Roadmapping Yes 
Release Management Yes 
Requirements Management Yes 
Resource Management Yes 
Workflow Management Yes 

Productivity

Collaboration Yes 
Database Creation No 
Document Creation Yes 
File Sharing Yes 
Notes Management Yes 
Office Suite Yes 
Presentation Tools No 
Project Management Yes 
Task Management Yes 
Team Chat Yes 

Professional Services Automation

Billing & Invoicing No 
CRM No 
Client Portal No 
Collaboration Tools Yes 
Document Management Yes 
Portfolio Management Yes 
Project Management Yes 
Proposal Generation Yes 
Quote Management Yes 
Resource Management Yes 
Time & Expense Tracking No 

Project Management

Agile Methodologies Yes 
Budget Management No 
Client Portal No 
Collaboration Tools No 
Cost-to-Completion Tracking No 
Customizable Templates Yes 
Gantt Charts Yes 
Idea Management Yes 
Kanban Board No 
Milestone Tracking Yes 
Portfolio Management No 
Resource Management Yes 
Time & Expense Tracking No 
Traditional Methodologies Yes 

Project Planning

Agile Methodologies Yes 
Budget Management Yes 
Collaboration Tools Yes 
Due Date Tracking Yes 
Gantt Charts Yes 
Kanban Board No 
Prioritization Yes 
Progress Tracking Yes 
Resource Management Yes 
Task Management Yes 
Template Management Yes 
Traditional Methodologies Yes 

Project Portfolio Management

Budget Management No 
Collaboration Yes 
Dashboard Yes 
Issue Management Yes 
Milestone Tracking Yes 
Portfolio Management Yes 
Project Planning Yes 
Requirements Management Yes 
Resource Management Yes 
Status Tracking Yes 
Task Management Yes 
Time & Expense Tracking No 

Project Tracking

Collaboration Tools Yes 
Cost-to-Completion Tracking Yes 
Gantt Charts Yes 
Kanban Board No 
Milestone Tracking Yes 
Percent-Complete Tracking Yes 
Prioritization Yes 
Status Tracking Yes 
Time & Expense Tracking No 

Strategic Planning

Budgeting & Forecasting No 
Dashboard Yes 
Goal Setting / Tracking Yes 
Idea Management Yes 
KPIs Yes 
Modeling & Simulation Yes 
Roadmapping Yes 
Scenario Planning Yes 
Scorecards Yes 

Task Management

Collaboration No 
Create Subtasks Yes 
Gamification Yes 
Gantt Charts No 
Mobile Access Yes 
Percent-Complete Tracking Yes 
Progress Tracking No 
Recurring Tasks No 
Reporting/Analytics Yes 
Spreadsheet View Yes 
Task Board View Yes 
Task Planning No 
Task Scheduling No 
Task Tracking No 
Time Tracking Yes 
To-Do List View Yes 

Team Communication

Activity / News Feed Yes 
Audio Calls No 
Calendar Management No 
Chat / Messaging Yes 
Discussion Threads Yes 
File Sharing Yes 
Mobile Access No 
Push Notifications Yes 
Search Yes 
Surveys & Feedback Yes 
Task Management Yes 
Video Conferencing No 

Workflow Management

Access Controls/Permissions Yes 
Approval Process Control No 
Business Process Automation Yes 
Calendar Management No 
Compliance Tracking Yes 
Configurable Workflow No 
Customizable Dashboard Yes 
Document Management Yes 
Forms Management Yes 
Graphical Workflow Editor Yes 
Mobile Access Yes 
No-Code No 
Task Management Yes 
Third Party Integrations Yes 
Workflow Configuration Yes 

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