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Kantata Specifications
Time Tracking
Task Management
Reporting
Budget Management
What Is Kantata Software?
Overview
Kantata is a web-based professional services automation (PSA) software for small to large businesses. It is an all-in-one platform that automates various aspects of project management, accounting, time tracking, and resource management.
With Kantata, businesses can streamline their workflows and operational performance, increasing productivity, reducing costs, and improving client satisfaction. The software is easy to use and customizable, allowing users to tailor it to their needs.
What Is Kantata Best For?
Kantata software is best known for its comprehensive and user-friendly platform that enables businesses to streamline operations and improve performance. The software's project and resource management modules are especially noteworthy for tracking and managing project progress and resource optimization.
Kantata Pricing
Kantata Integrations
Kantata can integrate with various third-party systems and processes valuable to professional services organizations. Common integrations include:
- Slack
- HubSpot
- Jira
- NetSuite
- BambooHR
- QuickBooks
- Sage
- SAP Concur
- Xero
- Microsoft Dynamics 365
How Does Kantata Work?
Follow these basic steps to benefit from the operational management tools of Kantata:
- Once logged in, click on the "Create Project" button to create a new project
- Set up project milestones, tasks, and deadlines within the project
- Assign tasks to team members and track their progress using the software's project management module
- Use the time-tracking feature to track the time spent by team members on each task
- Use the resource management module to determine the availability of team members and assign tasks accordingly
- Use the software's accounting module to create invoices, manage expenses, and track project expenses
- View reports that provide an overview of project progress, financial status, and resource allocation
- Customize the software's settings to suit your specific requirements, such as setting up user roles, permissions, alerts, and notifications
- Communicate effectively with team members using the software's team collaboration features
Who Is Kantata For?
The software can be a good fit for businesses of any size, from small businesses to large enterprises. Kantata's professional services automation solution is feasible for many industries, particularly consultancy, IT services, marketing, advertising, legal, accounting, and engineering firms.
Kantata software can also be customized to meet the specific needs of different industries, making it a flexible solution for businesses operating in various sectors.
Is Kantata Right For You?
Kantata is an excellent choice for small- and medium-sized businesses that offer professional services. The software suits various industries, including IT consulting and services, creative agencies, marketing and advertising, engineering and architecture, and legal services.
Businesses struggling with manual and complex ways of managing their time tracking, resource optimization, project management, and invoicing will greatly benefit from the software. Kantata elevates operational performance and assists with business intelligence for such organizations.
Teams working remotely or across different locations will also find Kantata resource management useful. It allows team members to access project information and collaborate effectively, regardless of location, improving team collaboration and productivity.
Kantata Features
Kantata project management software helps businesses plan, execute, and monitor their projects. Users can create project tasks, assign them to team members, set deadlines, and track progress. Other tools include file sharing and workflow automation functionality.
See How It WorksWith Kantata PSA software, users can track the time and expenses of each project task. This helps businesses accurately bill clients for the work performed and manage project costs.
See How It WorksKantata offers financial management features, including invoicing, billing, and revenue recognition. The software can automatically generate invoices based on tracked time and expenses, and track payments and outstanding balances.
See How It WorksThe powerful resource optimization functionality in Kantata leverages operations management science. It helps manage team availability and workload. Users can track employee availability, schedule appointments and meetings, and allocate project resources.
See How It WorksKantata PSA software offers CRM features to help businesses manage their customer relationships. Users can track customer information, communication history, and sales opportunities in one place.
See How It WorksKantata PSA software provides reporting and analytics features to help businesses gain insights into their operations. Users can generate reports on project performance, resource utilization, revenue, and other key metrics.
See How It WorksThe software is configurable to meet the specific needs of different businesses. The Kantata platform also offers integrations with other tools and platforms, such as accounting, CRM, and project management tools. The software is configurable to meet the specific needs of different businesses. The Kantata platform also offers integrations with other tools and platforms, such as accounting, CRM, and project management tools.
See How It Works
