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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

    Salesforce CRM Analytics

    Score8.5 out of 10
    N/ASalesforce CRM Analytics (formerly Tableau CRM) is a cloud-based business intelligence solutions and analytics software. It provides users with automated data discovery, CRM-connected analytics, top-down views of data, augmented analytics, predictive insights, and customizable data visualization tools.

    $125

    per month

    Pricing
    Kantata PSASalesforce CRM Analytics
    Editions & Modules
    Premier
    Contact Sales Team
    per month per seat
    Enterprise
    Contact Sales Team
    No answers on this topic
    Offerings
    Pricing Offerings
    Kantata PSASalesforce CRM Analytics
    Free Trial
    NoNo
    Free/Freemium Version
    NoNo
    Premium Consulting/Integration Services
    YesNo
    Entry-level Setup FeeRequiredNo setup fee
    Additional Details——
    More Pricing Information
    Community Pulse
    Kantata PSASalesforce CRM Analytics
    Considered Both Products
    Kantata (Kimble + Mavenlink)
    Chose Kantata PSA
    Mavenlink is not a creative agency specific system which Workamajig is. Mavenlink could use more updates to their resourcing tool, time tracking and reporting in order to be more beneficial to a creative based company.
    Incentivized
    Salesforce
    No answer on this topic
    Key User Insights
    Would buy again
    94%
    Would buy again
    17 Answers
    73%
    Would buy again
    8 Answers
    Delivers good value for the price
    94%
    Delivers good value for the price
    15 Answers
    89%
    Delivers good value for the price
    8 Answers
    Happy with the feature set
    89%
    Happy with the feature set
    16 Answers
    91%
    Happy with the feature set
    10 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
    11 Answers
    Implementation went as expected
    100%
    Implementation went as expected
    12 Answers
    90%
    Implementation went as expected
    9 Answers
    Features
    Kantata PSASalesforce CRM Analytics
    BI Standard Reporting
    Comparison of BI Standard Reporting features of Kantata PSA and Salesforce CRM Analytics
    Feature
    Kantata PSA
    -
    Ratings
    Salesforce CRM Analytics
    7.8
    48 Ratings
    5% below category average
    Pixel Perfect reports00 Ratings7.541 Ratings
    Customizable dashboards00 Ratings8.548 Ratings
    Report Formatting Templates00 Ratings7.546 Ratings
    Ad-hoc Reporting
    Comparison of Ad-hoc Reporting features of Kantata PSA and Salesforce CRM Analytics
    Feature
    Kantata PSA
    -
    Ratings
    Salesforce CRM Analytics
    7.8
    49 Ratings
    3% below category average
    Drill-down analysis00 Ratings8.548 Ratings
    Formatting capabilities00 Ratings7.548 Ratings
    Integration with R or other statistical packages00 Ratings7.537 Ratings
    Report sharing and collaboration00 Ratings7.546 Ratings
    Report Output and Scheduling
    Comparison of Report Output and Scheduling features of Kantata PSA and Salesforce CRM Analytics
    Feature
    Kantata PSA
    -
    Ratings
    Salesforce CRM Analytics
    8.1
    47 Ratings
    1% below category average
    Publish to Web00 Ratings9.037 Ratings
    Publish to PDF00 Ratings7.044 Ratings
    Report Versioning00 Ratings8.543 Ratings
    Report Delivery Scheduling00 Ratings8.540 Ratings
    Delivery to Remote Servers00 Ratings7.534 Ratings
    Data Discovery and Visualization
    Comparison of Data Discovery and Visualization features of Kantata PSA and Salesforce CRM Analytics
    Feature
    Kantata PSA
    -
    Ratings
    Salesforce CRM Analytics
    7.4
    45 Ratings
    8% below category average
    Pre-built visualization formats (heatmaps, scatter plots etc.)00 Ratings8.042 Ratings
    Location Analytics / Geographic Visualization00 Ratings6.540 Ratings
    Predictive Analytics00 Ratings7.042 Ratings
    Pattern Recognition and Data Mining00 Ratings8.02 Ratings
    Access Control and Security
    Comparison of Access Control and Security features of Kantata PSA and Salesforce CRM Analytics
    Feature
    Kantata PSA
    -
    Ratings
    Salesforce CRM Analytics
    9.0
    48 Ratings
    6% above category average
    Multi-User Support (named login)00 Ratings9.046 Ratings
    Role-Based Security Model00 Ratings8.546 Ratings
    Multiple Access Permission Levels (Create, Read, Delete)00 Ratings9.042 Ratings
    Report-Level Access Control00 Ratings9.02 Ratings
    Single Sign-On (SSO)00 Ratings9.541 Ratings
    Mobile Capabilities
    Comparison of Mobile Capabilities features of Kantata PSA and Salesforce CRM Analytics
    Feature
    Kantata PSA
    -
    Ratings
    Salesforce CRM Analytics
    6.7
    45 Ratings
    14% below category average
    Responsive Design for Web Access00 Ratings7.543 Ratings
    Mobile Application00 Ratings7.034 Ratings
    Dashboard / Report / Visualization Interactivity on Mobile00 Ratings6.539 Ratings
    Application Program Interfaces (APIs) / Embedding
    Comparison of Application Program Interfaces (APIs) / Embedding features of Kantata PSA and Salesforce CRM Analytics
    Feature
    Kantata PSA
    -
    Ratings
    Salesforce CRM Analytics
    8.2
    33 Ratings
    6% above category average
    REST API00 Ratings8.031 Ratings
    Javascript API00 Ratings8.529 Ratings
    iFrames00 Ratings8.525 Ratings
    Java API00 Ratings8.528 Ratings
    Themeable User Interface (UI)00 Ratings7.528 Ratings
    Customizable Platform (Open Source)00 Ratings8.527 Ratings
    Best Alternatives
    Kantata PSASalesforce CRM Analytics
    Small Businesses
    Autotask PSA
    Score7.7 out of 10
    Cyfe
    Score4 out of 10
    Medium-sized Companies
    Workday Professional Services Automation
    Score8.2 out of 10
    Qlik Cloud Analytics (Qlik Sense)
    Score8.1 out of 10
    Enterprises
    Planview AdaptiveWork
    Score8.8 out of 10
    Jaspersoft Community Edition
    Score7 out of 10
    All AlternativesView all alternativesView all alternatives
    User Ratings
    Kantata PSASalesforce CRM Analytics
    Likelihood to Recommend
    9.1
    (50 ratings)
    9.1
    (51 ratings)
    Likelihood to Renew
    9.0
    (6 ratings)
    -
    (0 ratings)
    Usability
    8.0
    (8 ratings)
    8.5
    (10 ratings)
    Availability
    9.0
    (2 ratings)
    -
    (0 ratings)
    Performance
    7.0
    (3 ratings)
    -
    (0 ratings)
    Support Rating
    9.0
    (8 ratings)
    7.7
    (6 ratings)
    In-Person Training
    9.0
    (2 ratings)
    -
    (0 ratings)
    Online Training
    9.0
    (2 ratings)
    -
    (0 ratings)
    Implementation Rating
    9.0
    (5 ratings)
    6.0
    (1 ratings)
    Configurability
    8.2
    (1 ratings)
    -
    (0 ratings)
    Data Sharing and Collaboration
    -
    (0 ratings)
    8.1
    (41 ratings)
    Data Sources
    -
    (0 ratings)
    7.7
    (41 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 PSASalesforce CRM Analytics
    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
    Salesforce
    For us it really comes down to that book management and next best contact for our advisors. When we're thinking about a book of business that may range, depending on the advisor, from 400 clients to a thousand clients, how do they really optimize their time? Who do they call next? Who do they work with to make sure not only they're keeping those clients engaged, they're not leaving the firm going to other advisors who they haven't talked to in a while who might need their attention. That's really where that CRM analytics is really proven pretty powerful for us.
    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
    Salesforce
    • Interactive Dashboards, it [consists] of wide variety of charts
    • Data from different sources can be easily integrated with it
    • Security, it provides easy way to secure and share the information with the users
    • Support actions like opening hyperlink etc
    • Almost everything can be done from configuration
    • Data can easily be managed from dataflow.
    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
    Salesforce
    • Implementation takes time and resources. It is a heavy lift to implement and at first, it can take a little bit of time to understand what you are looking at. But once it's implemented it's easy to get started.
    • Without any BI expertise or resources available to your organization, the implementation of this is difficult. If you aren't used to BI tools and don't have an expert in house, the terminology can be difficult to understand at first.
    • Their support is not on hand to help you if you encounter any issues, at least not on all the plans or the basic plans. Real-time support service is an add-on, so you'll need to be patient if you require help or pay extra money.
    • More functionality for the tool is needed to compete with other heavyweights in the arena like Tableau, Qlik, and Microstrategy. Still lacks the robustness, functionality, and flexibility other competing products possess.
    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
    Salesforce
    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
    Salesforce
    For someone who don't have coding background, this could be a useful tool and fairly easy to learn and use given the good support. However, if you know other open source tools, it would be much easier to use the other tools and the knowledge is more transferable in the future.
    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
    Salesforce
    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
    Salesforce
    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
    Salesforce
    I was not able to be in interaction much with Salesforce support team since every feature works the way it should be working. So far I have not experienced any bug or major glitches that would delay the result of my work and performance. There is also a hotline in our company for Salesforce issue but so far I have not used it.
    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
    Salesforce
    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
    Salesforce
    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
    Salesforce
    An implementation partner would certainly result in greater output in a more efficient amount of time. However, I have found implementation partners to be extremely expensive for the output received (at least working for a non-profit company they are frequently unaffordable). Internal implementation does help with usable output though since internal knowledge would better know the data architecture and business processes
    Incentivized
    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
    Salesforce
    Tableau is the absolute top of the class when it comes to business intelligence, but it doesn't make sense for every business case. In our case, we needed a simple data visualization platform for our CRM platform and sales pipeline. Salesforce Analytics, while nowhere near as robust, did the job we needed it to do perfectly in a significantly more cost-effective manner.
    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
    Salesforce
    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
    Salesforce
    • I would say it's been positive just because as a company, anyone that has access to it can go in there and pull any company information and we're very up to date then on all of our client base. So I would say it's been a very positive impact.
    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.