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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

    ZoomInfo Chat

    Score7.9 out of 10
    N/AZoomInfo Chat is a solution based on the former Insent.ai, an AI-driven chatbot acquired by ZoomInfo in June 2021 to enable sales and marketing teams to engage and convert more website visitors.N/A
    Pricing
    Kantata PSAZoomInfo Chat
    Editions & Modules
    Premier
    Contact Sales Team
    per month per seat
    Enterprise
    Contact Sales Team
    No answers on this topic
    Offerings
    Pricing Offerings
    Kantata PSAZoomInfo Chat
    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 PSAZoomInfo Chat
    Considered Both Products
    Kantata (Kimble + Mavenlink)
    No answer on this topic
    ZoomInfo
    No answer on this topic
    Key User Insights
    Would buy again
    94%
    Would buy again
    17 Answers
    100%
    Would buy again
    28 Answers
    Delivers good value for the price
    94%
    Delivers good value for the price
    15 Answers
    100%
    Delivers good value for the price
    27 Answers
    Happy with the feature set
    89%
    Happy with the feature set
    16 Answers
    100%
    Happy with the feature set
    28 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
    26 Answers
    Features
    Kantata PSAZoomInfo Chat
    Chat Analytics and Reports
    Comparison of Chat Analytics and Reports features of Kantata PSA and ZoomInfo Chat
    Feature
    Kantata PSA
    -
    Ratings
    ZoomInfo Chat
    9.3
    1 Ratings
    8% above category average
    Chat history and transcripts00 Ratings9.01 Ratings
    Chat reporting00 Ratings10.01 Ratings
    Chat and web analytics00 Ratings9.01 Ratings
    Best Alternatives
    Kantata PSAZoomInfo Chat
    Small Businesses
    Autotask PSA
    Score7.7 out of 10
    ManyChat
    Score6.5 out of 10
    Medium-sized Companies
    Workday Professional Services Automation
    Score8.2 out of 10
    SAP Conversational AI (discontinued)
    Score6.8 out of 10
    Enterprises
    Planview AdaptiveWork
    Score8.8 out of 10
    AWS Chatbot
    Score8.4 out of 10
    All AlternativesView all alternativesView all alternatives
    User Ratings
    Kantata PSAZoomInfo Chat
    Likelihood to Recommend
    9.1
    (50 ratings)
    9.0
    (28 ratings)
    Likelihood to Renew
    9.0
    (6 ratings)
    -
    (0 ratings)
    Usability
    8.0
    (8 ratings)
    9.0
    (1 ratings)
    Availability
    9.0
    (2 ratings)
    -
    (0 ratings)
    Performance
    7.0
    (3 ratings)
    -
    (0 ratings)
    Support Rating
    9.0
    (8 ratings)
    9.6
    (8 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 PSAZoomInfo Chat
    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
    ZoomInfo
    ZoomInfo chat is a very good tool for user engagement on the website and lead conversion. It's a very good tool that provides live chat, chat boat, and also a meeting scheduler so that customers can choose the preferred time to discuss with the sales team. It's very good for improving the productivity of the sales team and acquiring quality customers.
    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
    ZoomInfo
    • It is really great at integrations. We were able to plug in Slack without breaking a sweat. And it works really well with our other tools as well.
    • Implementation and setup was very easy and smooth. I actually anticipated it to be a lot bumpier but I was surprised at how quickly and smoothly it went.
    • They have a great support team too. Anytime we have gotten in touch with them, we have had a great experience.
    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
    ZoomInfo
    • It could improve on total data provided when a lead is sent
    • Integrate intro messages, or give a confidence index on how often the lead is replying. They have this feature in other zoom products
    • Allow visitors to directly contact sales team or marketing.
    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
    ZoomInfo
    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
    ZoomInfo
    This is the main feature, so they've designed it well with companies like mine in mind. It's fast, clean, efficient, and perfectly integrates with main Zoom sales products, which is something every single one of us uses. So the synergy was already on the table before we started. Highly easy to use, minimal training required.
    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
    ZoomInfo
    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
    ZoomInfo
    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
    ZoomInfo
    As a fresh product in the market, support is very warm and they are putting out an earnest effort in fixing reported bugs!
    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
    ZoomInfo
    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
    ZoomInfo
    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
    ZoomInfo
    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
    ZoomInfo
    As I mentioned, it's more than just a ChatBot. The ChatBot is just another feature that it offers, but it allows you to talk to the website traffic which otherwise would have gone without interacting with your website. Sometimes even retargeting ads fail to target such valuable visitors, that is where ZoomInfo chat plays its role.
    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
    ZoomInfo
    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
    ZoomInfo
    • It was quite simple to set up. We've tried a few different chat services on our website before, but the integration process is never as simple as the documentation suggests. Installing and configuring this, including integrating it to Slack, was actually quite simple.
    • Fabulous chatbot arrangement that expanded our site changes.
    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.