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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

    Vertafore RiskMatch

    Score6.9 out of 10
    N/AVertafore supplies business intelligence for agencies via RiskMatch, in various editions such as RiskMatch for Benefits to create client benchmark presentations, and RiskMatch for Carriers for data to give users the insights needed to drive growth and retention in the independent agency channel.N/A
    Pricing
    Kantata PSAVertafore RiskMatch
    Editions & Modules
    Premier
    Contact Sales Team
    per month per seat
    Enterprise
    Contact Sales Team
    No answers on this topic
    Offerings
    Pricing Offerings
    Kantata PSAVertafore RiskMatch
    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 PSAVertafore RiskMatch
    Considered Both Products
    Kantata (Kimble + Mavenlink)
    No answer on this topic
    Vertafore
    No answer on this topic
    Key User Insights
    Would buy again
    94%
    Would buy again
    17 Answers
    No answers on this topic
    Delivers good value for the price
    94%
    Delivers good value for the price
    15 Answers
    No answers on this topic
    Happy with the feature set
    89%
    Happy with the feature set
    16 Answers
    No answers on this topic
    Lived up to sales and marketing promises
    92%
    Lived up to sales and marketing promises
    11 Answers
    No answers on this topic
    Implementation went as expected
    100%
    Implementation went as expected
    12 Answers
    No answers on this topic
    Features
    Kantata PSAVertafore RiskMatch
    BI Standard Reporting
    Comparison of BI Standard Reporting features of Kantata PSA and Vertafore RiskMatch
    Feature
    Kantata PSA
    -
    Ratings
    Vertafore RiskMatch
    7.0
    3 Ratings
    15% below category average
    Pixel Perfect reports00 Ratings7.42 Ratings
    Customizable dashboards00 Ratings7.23 Ratings
    Report Formatting Templates00 Ratings6.42 Ratings
    Ad-hoc Reporting
    Comparison of Ad-hoc Reporting features of Kantata PSA and Vertafore RiskMatch
    Feature
    Kantata PSA
    -
    Ratings
    Vertafore RiskMatch
    8.1
    2 Ratings
    1% above category average
    Drill-down analysis00 Ratings8.92 Ratings
    Formatting capabilities00 Ratings8.02 Ratings
    Integration with R or other statistical packages00 Ratings8.12 Ratings
    Report sharing and collaboration00 Ratings7.42 Ratings
    Report Output and Scheduling
    Comparison of Report Output and Scheduling features of Kantata PSA and Vertafore RiskMatch
    Feature
    Kantata PSA
    -
    Ratings
    Vertafore RiskMatch
    8.4
    2 Ratings
    2% above category average
    Publish to Web00 Ratings10.01 Ratings
    Publish to PDF00 Ratings7.82 Ratings
    Report Versioning00 Ratings8.02 Ratings
    Report Delivery Scheduling00 Ratings7.82 Ratings
    Delivery to Remote Servers00 Ratings8.32 Ratings
    Data Discovery and Visualization
    Comparison of Data Discovery and Visualization features of Kantata PSA and Vertafore RiskMatch
    Feature
    Kantata PSA
    -
    Ratings
    Vertafore RiskMatch
    7.3
    3 Ratings
    9% below category average
    Pre-built visualization formats (heatmaps, scatter plots etc.)00 Ratings7.02 Ratings
    Location Analytics / Geographic Visualization00 Ratings8.32 Ratings
    Predictive Analytics00 Ratings6.73 Ratings
    Access Control and Security
    Comparison of Access Control and Security features of Kantata PSA and Vertafore RiskMatch
    Feature
    Kantata PSA
    -
    Ratings
    Vertafore RiskMatch
    6.4
    3 Ratings
    28% below category average
    Multi-User Support (named login)00 Ratings7.13 Ratings
    Role-Based Security Model00 Ratings6.73 Ratings
    Multiple Access Permission Levels (Create, Read, Delete)00 Ratings4.53 Ratings
    Single Sign-On (SSO)00 Ratings7.13 Ratings
    Mobile Capabilities
    Comparison of Mobile Capabilities features of Kantata PSA and Vertafore RiskMatch
    Feature
    Kantata PSA
    -
    Ratings
    Vertafore RiskMatch
    8.3
    2 Ratings
    7% above category average
    Responsive Design for Web Access00 Ratings9.02 Ratings
    Mobile Application00 Ratings6.01 Ratings
    Dashboard / Report / Visualization Interactivity on Mobile00 Ratings10.01 Ratings
    Application Program Interfaces (APIs) / Embedding
    Comparison of Application Program Interfaces (APIs) / Embedding features of Kantata PSA and Vertafore RiskMatch
    Feature
    Kantata PSA
    -
    Ratings
    Vertafore RiskMatch
    8.4
    2 Ratings
    8% above category average
    REST API00 Ratings10.01 Ratings
    Javascript API00 Ratings9.01 Ratings
    iFrames00 Ratings7.01 Ratings
    Java API00 Ratings9.01 Ratings
    Themeable User Interface (UI)00 Ratings8.01 Ratings
    Customizable Platform (Open Source)00 Ratings7.42 Ratings
    Best Alternatives
    Kantata PSAVertafore RiskMatch
    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 PSAVertafore RiskMatch
    Likelihood to Recommend
    9.1
    (50 ratings)
    6.9
    (3 ratings)
    Likelihood to Renew
    9.0
    (6 ratings)
    -
    (0 ratings)
    Usability
    8.0
    (8 ratings)
    7.7
    (3 ratings)
    Availability
    9.0
    (2 ratings)
    -
    (0 ratings)
    Performance
    7.0
    (3 ratings)
    -
    (0 ratings)
    Support Rating
    9.0
    (8 ratings)
    7.7
    (3 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 PSAVertafore RiskMatch
    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
    Vertafore
    For analyzing insurance policies for the clients that have specific requirements is really suitable since it allows you to match all this information and make the overall thinking process more easier when it comes to make a decision or to provide information to the customer.
    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
    Vertafore
    • sorts book of business
    • integrates with agency management system
    • allows us to view revenue, etc without need to run reports in agency management system
    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
    Vertafore
    • Risk Profile Categorization
    • Can lead to a lot of spam email
    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
    Vertafore
    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
    Vertafore
    Because I have the feeling that some improvements should be done to the software itself but the overall experience is quite good for the paid price and the information and analysis you can received from the system
    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
    Vertafore
    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
    Vertafore
    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
    Vertafore
    Vertafore Support is always ready and willing to provide support when we ask for 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
    Vertafore
    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
    Vertafore
    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
    Vertafore
    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
    Vertafore
    Vertafore had a cleaner platform all around. The user interface was far superior and the functionality seemed to be leaps and bounds ahead of the competition. Everyone was pleased with the sales team and the responsiveness. We felt the tool integrated very well with our existing internal tools and software.
    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
    Vertafore
    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
    Vertafore
    • Good decision-making tool
    • Accuracy
    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.