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    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

    Referral Factory

    Score9.3 out of 10
    Mid-Size Companies (51-1,000 employees)
    Referral Factory is referral marketing software for medium-sized and enterprise businesses. It helps teams build and manage branded referral programs, connect with CRM and payment systems, automate rewards, and track referrals at scale without ongoing developer support.

    $200

    per month

    Pricing
    Kantata PSAReferral Factory
    Editions & Modules
    Premier
    Contact Sales Team
    per month per seat
    Enterprise
    Contact Sales Team
    Basic
    $200
    per month
    Pro
    $400
    per month
    Enterprise
    $1,000
    per month
    Offerings
    Pricing Offerings
    Kantata PSAReferral Factory
    Free Trial
    NoYes
    Free/Freemium Version
    NoNo
    Premium Consulting/Integration Services
    YesYes
    Entry-level Setup FeeRequiredOptional
    Additional Details—Discount available for annual pricing.
    More Pricing Information
    Community Pulse
    Kantata PSAReferral Factory
    Considered Both Products
    Kantata (Kimble + Mavenlink)
    No answer on this topic
    Referral Factory
    No answer on this topic
    Key User Insights
    Would buy again
    94%
    Would buy again
    17 Answers
    100%
    Would buy again
    24 Answers
    Delivers good value for the price
    94%
    Delivers good value for the price
    15 Answers
    100%
    Delivers good value for the price
    24 Answers
    Happy with the feature set
    89%
    Happy with the feature set
    16 Answers
    100%
    Happy with the feature set
    24 Answers
    Lived up to sales and marketing promises
    92%
    Lived up to sales and marketing promises
    11 Answers
    100%
    Lived up to sales and marketing promises
    23 Answers
    Implementation went as expected
    100%
    Implementation went as expected
    12 Answers
    100%
    Implementation went as expected
    24 Answers
    Best Alternatives
    Kantata PSAReferral Factory
    Small Businesses
    Autotask PSA
    Score7.7 out of 10
    No answers on this topic
    Medium-sized Companies
    Workday Professional Services Automation
    Score8.2 out of 10
    No answers on this topic
    Enterprises
    Planview AdaptiveWork
    Score8.8 out of 10
    No answers on this topic
    All AlternativesView all alternativesView all alternatives
    User Ratings
    Kantata PSAReferral Factory
    Likelihood to Recommend
    9.1
    (50 ratings)
    9.1
    (24 ratings)
    Likelihood to Renew
    9.0
    (6 ratings)
    10.0
    (1 ratings)
    Usability
    8.0
    (8 ratings)
    10.0
    (3 ratings)
    Availability
    9.0
    (2 ratings)
    -
    (0 ratings)
    Performance
    7.0
    (3 ratings)
    -
    (0 ratings)
    Support Rating
    9.0
    (8 ratings)
    9.1
    (1 ratings)
    In-Person Training
    9.0
    (2 ratings)
    -
    (0 ratings)
    Online Training
    9.0
    (2 ratings)
    -
    (0 ratings)
    Implementation Rating
    9.0
    (5 ratings)
    -
    (0 ratings)
    Configurability
    8.2
    (1 ratings)
    -
    (0 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 PSAReferral Factory
    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
    Referral Factory
    It is well suited for businesses that need the ability to create good-looking professional referral campaigns within a short time frame and do not have coding experience. I would say it is ideal for perhaps eCommerce site owners and store owners who want to launch referral programs but do not have the resources available within their company to assign a developer or someone with coding knowledge to set up and integrate.
    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
    Referral Factory
    • The platform is user-friendly with various types of guidance such as chatbot, videos, and articles, to assist the users.
    • Referral Factory provides diverse methods of advertising referral programs, offering templates for a wide variety of industries that users can tailor to fit their brand guidelines.
    • Referral Factory provides a detailed dashboard with key performance indicators to help marketers adjust referral campaigns to maximize conversion rates.
    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
    Referral Factory
    • The UI needs some improvement to really smooth out the workflows. Overall it's not bad, but could always be better.
    • There isn't good documentation on how to configure and use the solution. It's like they assumed they built to be obvious enough to where anyone can figure it out, but for things that have more nuances, users could really benefit from some tooltips and/or documentation.
    • Pricing is pretty high, it would be nice to have a lower tier so businesses with a small income stream can start to benefit from referral programs.
    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
    Referral Factory
    It works so well for us, I really can see us using any other system
    Read full review
    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
    Referral Factory
    Referral Factory's overall usability is great. The interface was really easy to learn and use and there are also helpful video tutorials if you have any questions along the way while building your new campaign. The process of sharing the referral link is also really easy and Referral Factory provides multiple methods of sharing the link which is a nice feature as well.
    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
    Referral Factory
    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
    Referral Factory
    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
    Referral Factory
    We have been very grateful for the ongoing support from the Referral Factory team who have gone above and beyond not only to help us get set up but have provided great insight into how to optimise our campaign
    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
    Referral Factory
    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
    Referral Factory
    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
    Referral Factory
    No answers on this topic
    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
    Referral Factory
    Referral factory has following features that I find more helpful in achieving my business needs: 1. Customization 2. Data Analytics 3. Ease of setting up and integrations 4. Affordability. As per my experience one feature that really comes in handy in Referral Factory is its integration with my CRM, which allows me to import the customer data i.e. emails, hassle free.
    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
    Referral Factory
    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
    Referral Factory
    • Referral Factory led to a 30% boost in customer acquisition, translating to a measurable ROI. The incentivized referral programs effectively expanded our customer base, contributing significantly to revenue growth.
    • By fostering customer loyalty through referral incentives, Referral Factory contributed to a 25% increase in CLV. The long-term value generated from retained, engaged customers showcased a positive and sustainable impact on ROI.
    • Compared to traditional marketing channels, Referral Factory demonstrated a 20% reduction in customer acquisition costs. The cost-effectiveness of leveraging existing customer networks for referrals positively impacted overall business profitability and marketing ROI.
    Incentivized
    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.

    Referral Factory Screenshots

    Screenshot of the referral portal.Screenshot of some of the ways to send out earnable rewards.Screenshot of the referrer dashboard.Screenshot of some of the available reward options.Screenshot of various integrations.Screenshot of the lead dashboard.