TrustRadius: an HG Insights company

Save this comparison

Save this comparison

Add Product

Recommended Comparisons

    Overview
    ProductRatingMost Used ByProduct SummaryStarting Price

    Kantata PSA

    Score9 out of 10
    Mid-Size Companies (51-1,000 employees)
    Kantata Cloud (formerly Mavenlink + Kimble) provides project management and collaboration software for small to mid-sized professional services companies. Features include resource management, project dependencies, time and expense tracking, file sharing, versatile user permissions, private messaging, planning and reporting.N/A

    Klipfolio Klips

    Score6 out of 10
    Small Businesses (1-50 employees)
    Klipfolio is a customizable dashboard and reporting platform that provides real-time business insights. It is used by small to mid-sized businesses and agencies to track performance metrics and create tailored reports, and to consolidate, transform, and visualize data.

    $90

    per month

    Pricing
    Kantata PSAKlipfolio Klips
    Editions & Modules
    Premier
    Contact Sales Team
    per month per seat
    Enterprise
    Contact Sales Team
    Base
    $90
    per month
    Grow
    $190
    per month
    Team
    $350
    per month
    Offerings
    Pricing Offerings
    Kantata PSAKlipfolio Klips
    Free Trial
    NoYes
    Free/Freemium Version
    NoNo
    Premium Consulting/Integration Services
    YesYes
    Entry-level Setup FeeRequiredOptional
    Additional Details—Discount available for annual pricing. There are various implementation and training options available, from a 60 Day Proof of Concept, to Onboarding & Training, or ongoing dedicated Data Hero support.
    More Pricing Information
    Community Pulse
    Kantata PSAKlipfolio Klips
    Considered Both Products
    Kantata (Kimble + Mavenlink)
    No answer on this topic
    Klipfolio
    No answer on this topic
    Key User Insights
    Would buy again
    94%
    Would buy again
    17 Answers
    82%
    Would buy again
    9 Answers
    Delivers good value for the price
    94%
    Delivers good value for the price
    15 Answers
    90%
    Delivers good value for the price
    9 Answers
    Happy with the feature set
    89%
    Happy with the feature set
    16 Answers
    100%
    Happy with the feature set
    11 Answers
    Lived up to sales and marketing promises
    92%
    Lived up to sales and marketing promises
    11 Answers
    86%
    Lived up to sales and marketing promises
    6 Answers
    Implementation went as expected
    100%
    Implementation went as expected
    12 Answers
    100%
    Implementation went as expected
    7 Answers
    Features
    Kantata PSAKlipfolio Klips
    BI Standard Reporting
    Comparison of BI Standard Reporting features of Kantata PSA and Klipfolio Klips
    Feature
    Kantata PSA
    -
    Ratings
    Klipfolio Klips
    9.0
    33 Ratings
    11% above category average
    Pixel Perfect reports00 Ratings9.13 Ratings
    Customizable dashboards00 Ratings8.933 Ratings
    Report Formatting Templates00 Ratings9.13 Ratings
    Ad-hoc Reporting
    Comparison of Ad-hoc Reporting features of Kantata PSA and Klipfolio Klips
    Feature
    Kantata PSA
    -
    Ratings
    Klipfolio Klips
    8.6
    33 Ratings
    9% above category average
    Drill-down analysis00 Ratings8.35 Ratings
    Formatting capabilities00 Ratings7.85 Ratings
    Integration with R or other statistical packages00 Ratings9.12 Ratings
    Report sharing and collaboration00 Ratings9.133 Ratings
    Report Output and Scheduling
    Comparison of Report Output and Scheduling features of Kantata PSA and Klipfolio Klips
    Feature
    Kantata PSA
    -
    Ratings
    Klipfolio Klips
    9.4
    33 Ratings
    14% above category average
    Publish to Web00 Ratings8.931 Ratings
    Publish to PDF00 Ratings9.228 Ratings
    Report Delivery Scheduling00 Ratings10.017 Ratings
    Data Discovery and Visualization
    Comparison of Data Discovery and Visualization features of Kantata PSA and Klipfolio Klips
    Feature
    Kantata PSA
    -
    Ratings
    Klipfolio Klips
    9.3
    33 Ratings
    18% above category average
    Pre-built visualization formats (heatmaps, scatter plots etc.)00 Ratings8.932 Ratings
    Location Analytics / Geographic Visualization00 Ratings9.133 Ratings
    Predictive Analytics00 Ratings10.01 Ratings
    Best Alternatives
    Kantata PSAKlipfolio Klips
    Small Businesses
    Autotask PSA
    Score7.7 out of 10
    Chartio (discontinued)
    Score7.5 out of 10
    Medium-sized Companies
    Workday Professional Services Automation
    Score8.2 out of 10
    Jet Reports
    Score9.5 out of 10
    Enterprises
    Planview AdaptiveWork
    Score8.8 out of 10
    Kibana
    Score8.4 out of 10
    All AlternativesView all alternativesView all alternatives
    User Ratings
    Kantata PSAKlipfolio Klips
    Likelihood to Recommend
    9.1
    (50 ratings)
    8.8
    (35 ratings)
    Likelihood to Renew
    9.0
    (6 ratings)
    -
    (0 ratings)
    Usability
    8.0
    (8 ratings)
    9.5
    (13 ratings)
    Availability
    9.0
    (2 ratings)
    -
    (0 ratings)
    Performance
    7.0
    (3 ratings)
    -
    (0 ratings)
    Support Rating
    9.0
    (8 ratings)
    9.1
    (12 ratings)
    In-Person Training
    9.0
    (2 ratings)
    -
    (0 ratings)
    Online Training
    9.0
    (2 ratings)
    -
    (0 ratings)
    Implementation Rating
    9.0
    (5 ratings)
    8.2
    (1 ratings)
    Configurability
    8.2
    (1 ratings)
    -
    (0 ratings)
    Data Sharing and Collaboration
    -
    (0 ratings)
    8.9
    (23 ratings)
    Data Sources
    -
    (0 ratings)
    9.6
    (23 ratings)
    Ease of integration
    8.2
    (1 ratings)
    -
    (0 ratings)
    Product Scalability
    9.0
    (2 ratings)
    -
    (0 ratings)
    Vendor post-sale
    9.0
    (2 ratings)
    -
    (0 ratings)
    Vendor pre-sale
    9.0
    (2 ratings)
    -
    (0 ratings)
    User Testimonials
    Kantata PSAKlipfolio Klips
    Likelihood to Recommend
    Kantata (Kimble + Mavenlink)
    It is appropriate and even exceeds expectations 90% of the time. It makes project tracking very easy and visually accessible for most cases. The only occasion where Mavenlink came slightly short was for a special project that required more interaction options among project members. I am certain there are ways to work around that issue, but we did not find them.
    Incentivized
    Read full review
    Klipfolio
    Using Klipfolio is one of the finest ways we can expand our business because it is so simple to use and always has new features that make it better. We also appreciate the excellent customer service they offer. There are several benefits to making this investment in your company's efficiency and profitability. We think it's worth the money.
    Incentivized
    Read full review
    Pros
    Kantata (Kimble + Mavenlink)
    • With Mavenlink when starting to assign tasks to people, set deadlines and milestones, and add files to our projects we can look at it all from a variety of perspectives, including a task tracker view and a Gantt chart view
    • Through Mavenlink each project also includes an activity stream where we can view all project details as they come up, as well as an activity feed for all the projects it is linked to.
    Incentivized
    Read full review
    Klipfolio
    • All my reporting requirements have been met.
    • Salesforce, HubSpot, Mailchimp, Google Drive, and other business applications are quite easy to integrate with.
    • The information you need is at your fingertips in a matter of seconds.
    • Whenever I have a question, the customer service is always there to answer it.
    Incentivized
    Read full review
    Cons
    Kantata (Kimble + Mavenlink)
    • The Gantt chart does not allow for baselines to be stored
    • There is no means to upload an excel task tracker and build a plan using an upload
    • The schedule does not allow for planning of holidays
    • The status report functionality needs to be improved
    Incentivized
    Read full review
    Klipfolio
    • While Klipfolio covers so many of the bases, one area where I would like to see expansion would be offering additional design and graphics themes for even more customization.
    • Klipfolio has an extensive offering but might be even better if there were a way that we could integrate with some small to mid-sized CRM solutions for audience list segmentation and marketing integrations.
    • It would be interesting if Klipfolio could enable us to overlay the data learnings for cross-referencing of multiple client campaigns for comparative insights.
    Incentivized
    Read full review
    Likelihood to Renew
    Kantata (Kimble + Mavenlink)
    Although the company I currently work for does not use the product I have recommended that we do switch to Mavenlink. We will be opening some new sites internationally this year and I can see that Mavenlink would be a great product for us to use
    Read full review
    Klipfolio
    No answers on this topic
    Usability
    Kantata (Kimble + Mavenlink)
    I think Kantata is one of the most robust and best project management tools out there for an organization like ours. However, some of our staff feel like it isn't as user-friendly as it could be. From a Director point of view or a Project Manager point of view, Kantata is exceptional. From the point of view of a task-doer, it could be more visually appealing. Also, the mobile version isn't great.
    Incentivized
    Read full review
    Klipfolio
    My initial impressions of the software have been extremely positive. There are YouTube tutorials that explain how to make klips. The intuitive design of the UI It appears that everything in this software has been thoroughly tested to create all the visualizations that can be imagined as well as the user input controls that allow users to have exactly the data they want to be displayed in seconds, considering the various functions and formulas available in the Excel integrations and the extensive list of other services that can be integrated.
    Incentivized
    Read full review
    Reliability and Availability
    Kantata (Kimble + Mavenlink)
    Mavenlink gives advance notice for system upgrades, and they're not during our business day. Mavenlink has always been available when we needed it.
    Read full review
    Klipfolio
    No answers on this topic
    Performance
    Kantata (Kimble + Mavenlink)
    Very good integration with Google apps. Some complexity is called however in the synchronization between Google Tasks and Maven links tasks. This can sometimes lead to duplicate records in Google Tasks. It has been dissolvable that becomes cumbersome if not properly curated.
    Read full review
    Klipfolio
    No answers on this topic
    Support Rating
    Kantata (Kimble + Mavenlink)
    Kantata support is fantastic! Any issues that arise are always handled quickly and efficiently. Granted, we haven't had many issues to report. Typically, my team tends to only reach out to support if they need assistance remembering how to do something or asking about an improvement. We had Kantata build an integration when we first started using the software, and the support team worked hard to listen and improve the integration.
    Incentivized
    Read full review
    Klipfolio
    It provides all the necessary information to be able to carry out the analysis of any type of business, to know how money is managed virtually, what to do to have greater visibility, in addition to being a platform that is always accessible and allows continuous and efficient work.
    Incentivized
    Read full review
    In-Person Training
    Kantata (Kimble + Mavenlink)
    We prepared questions in advance, and our trainer was an expert in what Mavenlink was and wasn't able to do. We were able to have multiple people trained at once.
    Read full review
    Klipfolio
    No answers on this topic
    Online Training
    Kantata (Kimble + Mavenlink)
    The training was very well-organized. We were able to send questions in advance so the instructor knew what to cover, and the brought up related topics to maximize the usefulness of what they were teaching us.
    Read full review
    Klipfolio
    No answers on this topic
    Implementation Rating
    Kantata (Kimble + Mavenlink)
    Dedicate as much internal time to the implementation effort as possible, even if you're using a 3rd party or Mavenlink services. Your team knows your processes the best
    Read full review
    Klipfolio
    None at all; just be sure of what information you will need for working.
    Read full review
    Alternatives Considered
    Kantata (Kimble + Mavenlink)
    We have since switched over to JIRA and let me tell you, it was probably the best decision we have made as a company. We chose Mavenlink based on promises from the sales team about future roadmap work that really never happened. We thought Mavenlink would easily integrate with our billing software but we couldn't have been more wrong. We ended up never utilizing Mavenlink invoices as they don't even allow you to fully customize your invoices that go out to clients!
    Incentivized
    Read full review
    Klipfolio
    These and many other BI tools are the most direct competitors. I only have experience with Klipfolio and Tableau. Tableau is definitely more capable, but much more difficult to learn and use. Klipfolio is simple and really packs a punch for its simplicity. I have yet to run into a major problem with it lacking a needed functionality.
    Incentivized
    Read full review
    Scalability
    Kantata (Kimble + Mavenlink)
    It's very easy to add users and contractors into Mavenlink. There's also an option that let's you manage access for teams in multiple locations.
    Read full review
    Klipfolio
    No answers on this topic
    Return on Investment
    Kantata (Kimble + Mavenlink)
    • Manvenlink is perfect for showing expenses and income over time and across people.
    • Manvenlink is adaptable for the integration and automation of the processes of each of our projects in order to optimize resources and improve operational performance.
    • Mavenlink allows us to determine if our projects are profitable or not, as well as save significant time by automating components such as recurring tasks and having templates, among other things.
    • Manvenlink is advantageous for our operations due to its simple portfolio management of our projects: manage several projects at once and receive a complete perspective of the development of each one at a glance.
    • Manvenlink kindly provides us with robust discussion threads, access restrictions, and built-in document management, allowing us to contextualize communications.
    Incentivized
    Read full review
    Klipfolio
    • It made reporting a breeze as we didn't have to spend time creating the reports
    • The reporting forum really helped give our team more metrics to add to reporting
    • Always ready to view Dashboard meant stakeholders could view reports at any given time
    Read full review
    ScreenShots

    Kantata PSA Screenshots

    Screenshot of real-time project status tracking.Screenshot of visualizations that help track resources with confidence.Screenshot of at a glance capacity and staffing monitoring.Screenshot of financials and project margin monitoring.Screenshot of revenue tracking, to scale a business with confidence.

    Klipfolio Klips Screenshots

    Screenshot of an example of a customized dashboard. For showcasing KPIs, tracking performance, or telling complex data stories, Klips lets the user tailor layouts, visuals, and insights, ensuring dashboards are suitable for internal teams or external stakeholders.Screenshot of visualizations, with descriptive text blocks and live data to communicate more than just numbers. Klips lets users insert real-time data directly into text to add context, improving interpretation. Progress towards goals and trends can be tracked using vibrant charts, colors, and text descriptions.Screenshot of one example of the over 30 chart types available, some including bar graphs, pie charts, and heatmaps. The library of pre-built Klip templates connect to popular data sources like Google Analytics, HubSpot, or Salesforce. These templates can be modified.Screenshot of Klipfolio’s formula engine. Similar to Excel, the Klip Editor can be used to clean, transform, and analyze data using functions. Users can perform complex calculations, manipulate dates or text, and add logic or statistical formulas.Screenshot of the Klip editor, used to take precise control over visual properties, customizing font sizes, colors, and styles to match a brand, or to emphasize key metrics. Set decimal places for numerical data, and add prefixes or suffixes—such as currency symbols or percentages—for clear and professional formatting. It also supports conditional formatting, and dynamic colors or icons to highlight trends, anomalies, or thresholds. These tools allow the user to craft Klips that not only deliver insights but also communicate them at a glance.Screenshot of a Klipfolio Klips dashboard. These allow users to customize every aspect, from layouts and fonts to colors and chart styles, ensuring that dashboards align with a brand. For presenting on a laptop, a big-screen TV, or by sharing published links, dashboards are designed to look exceptional in both light and dark modes.