Kantata vs Autotask PSA

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Our analysts compared Kantata vs Autotask PSA based on data from our 400+ point analysis of PSA Software, user reviews and our own crowdsourced data from our free software selection platform.

Autotask PSA Software Tool

Product Basics

Kantata (formerly Kimble PSA) is a sophisticated software solution designed primarily for professional services automation (PSA), adept at managing tasks, resources, and projects efficiently. It is particularly well-suited for agencies, consulting firms, and service organizations seeking to streamline operations and enhance project delivery. One of the key benefits of Kantata is its ability to provide real-time insights into project performance, profitability, and resource utilization, enabling businesses to make informed decisions quickly. Among its popular features are project management, time tracking, invoicing, and financial management, all integrated into a user-friendly interface. When compared to similar products, users often highlight Kantata's comprehensive feature set and its flexibility in adapting to various business processes as significant advantages. Pricing for Kantata typically follows a subscription model, with costs varying based on the number of users and the specific features required, making it adaptable to both small and large organizations looking for scalable solutions.
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Autotask PSA, developed by Datto, is a comprehensive software solution designed to streamline the management of professional services automation (PSA) tasks. It is particularly well-suited for IT service providers, MSPs, and other technology-based businesses seeking to optimize their operations, project management, and billing processes. One of the key benefits of Autotask PSA is its ability to enhance efficiency through automation, thereby reducing manual errors and saving time. Its popular features include project management tools, time tracking, billing and invoicing capabilities, and a customizable dashboard that provides real-time insights into business operations. When compared to similar products in the market, users often highlight Autotask PSA's robust integration options and user-friendly interface as distinguishing factors. Pricing for Autotask PSA typically follows a subscription model, with costs varying based on the number of users and the specific features required by the business. This flexible pricing structure allows businesses of different sizes to find a plan that suits their budget and needs.

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$45/User, Monthly
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$50/User, Monthly
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Product Assistance

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Product Insights

  • Team-Centric: Adjust around crucial processes to guarantee recurring and thriving project execution. The software offers project collaboration ensuing enhanced agility and customer satisfaction. 
  • Offers Guidance: Users are guided to make informed decisions that defend profitability and streamline resource usage from the data Kantata collects. 
  • Flexibility: Scale with business growth and adapt to the market. The cloud-based software is wholly configurable and the open API layer allows integration for a wide range of applications. 
  • Training Services: Users are offered training services as part of the integration process. Training sessions are utilized as the basis of end-user material that's tailored specifically to a user's organization. 
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  • Streamlined Operations: Autotask PSA centralizes business operations, reducing the need for multiple software solutions and enabling a smoother workflow, which can significantly cut down on administrative overhead.
  • Enhanced Collaboration: With its integrated communication tools, teams can easily share information and work together more effectively, regardless of their physical location, leading to faster project completion and higher quality outcomes.
  • Improved Time Management: The software's time tracking and project management features help ensure that resources are allocated efficiently, allowing businesses to deliver services on schedule and within budget.
  • Better Customer Service: Autotask PSA provides tools for managing customer inquiries and support tickets in a timely manner, leading to improved customer satisfaction and loyalty.
  • Increased Visibility: Real-time dashboards and reporting capabilities offer insights into business performance, enabling informed decision-making and the identification of opportunities for improvement.
  • Scalability: The software is designed to grow with your business, easily adapting to increased demand without the need for significant additional investment in new infrastructure.
  • Enhanced Security: Autotask PSA employs robust security measures to protect sensitive data, giving businesses peace of mind and helping to comply with regulatory requirements.
  • Automated Billing and Invoicing: The platform automates the billing process, reducing errors and freeing up time for staff to focus on more strategic tasks.
  • Customizable Workflows: Businesses can tailor the software to fit their unique processes and needs, ensuring that the tool complements existing workflows rather than complicating them.
  • Access Anywhere: Being cloud-based, Autotask PSA allows users to access the system from anywhere, at any time, ensuring that remote teams stay connected and productive.
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  • Plan Accordingly: The foresight analytics accessory allows teams to plot future business performances. It also aids operational teams in managing routine resourcing and project management. 
  • Model Projects: Users can employ the proposal modeler tool on future projects to evaluate profitability with precision. Extensive project plans gauge components such as resource efforts, margins and expenses. 
  • Maintain Resources: The resource planning feature allows users to pinpoint the required skills and available resources for projects. It also offers accurate scenarios to maximize resources. 
  • Varying Modes of Delivery: Users can utilize various delivery methods, such as waterfall, agile and more, to give up-to-date expected efforts, costs and margins. The intelligent insights component detects risks and issues early so users can promptly take action. 
  • Generate Accurate Invoices: The billing engine element assures users that all revenues are invoiced in real-time to magnify cash flow and deplete debt. Invoices can be drafted with either step-by-step or batch processing. 
  • Build Customer Relationships: Users can use the CRM module to improve outcomes and forge stronger relationships with their clientele by connecting and partnering with them during project deliveries.  
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  • Ticketing: The ticketing apparatus has an interface that offers simple workflow prioritization and a singular location that records and stores customer notes, contracts, incidents, and emails. Its customizable dashboards showcase quintessential metrics to keep users in the know about their company. 
  • Project Management: Automate project operations to systematically reach targets and obtain full transparency with event tracking in the project management appliance. Users may also access real-time information and connect everyone involved in their projects with email integrations. 
  • Account Management: Track KPIs to show the most up-to-date information together with analyzing new business possibilities and sales performance. This component also extends patron satisfaction metrics so users can stay on top of how to keep their patrons satiated. 
  • Time and Billing: Upkeep several contract types, terms and billing choices for guaranteed compliance and service quality with the time and billing appliance. This trait promptly applies time and expenses to any contract type and even allows clients to modify invoice information. 
  • Inventory and Procurement: Enable users to install and manage inventory at numerous worksites as well as verify the availability and reserve or choose inventory items when generating a contract, project or ticket charge. 
  • Resource Management: Review every calendar item including service calls, to-dos and appointments with the resource management feature. Users can also superintend time-off policies, initiate and trace weekly billable hour goals and administer workgroups. Users may even track skills, degrees and employee certificates. 
  • Automation and Service Delivery: Automate backend business procedures with workflow rules and alerts. Users are able to utilize checklists in the ticket to prescribe steps, regulate operations and enforce accountability. 
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Product Ranking

#6

among all
PSA Software

#17

among all
PSA Software

Find out who the leaders are

Analyst Rating Summary

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Analyst Ratings for Functional Requirements Customize This Data Customize This Data

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Customer Relationship Management (CRM) Dashboard And Reporting Mobile Capabilities Platform Capabilities Project Collaboration Project Financials Project Management Resource Management Time And Expense Management 100 100 89 82 80 100 93 100 88 0 25 50 75 100
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User Sentiment Summary

Great User Sentiment 383 reviews
Good User Sentiment 214 reviews
85%
of users recommend this product

Kantata has a 'great' User Satisfaction Rating of 85% when considering 383 user reviews from 3 recognized software review sites.

76%
of users recommend this product

Autotask PSA has a 'good' User Satisfaction Rating of 76% when considering 214 user reviews from 3 recognized software review sites.

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4.8 (2)
4.3 (346)
3.7 (135)
4.28 (21)
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4.0 (77)

Awards

SelectHub research analysts have evaluated Kantata and concluded it earns best-in-class honors for Customer Relationship Management (CRM) and Project Management.

Customer Relationship Management (CRM) Award
Project Management Award

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Synopsis of User Ratings and Reviews

On-Par Customer Support: Approximately 94% of users say Kantata's customer support and/or designated software expert is efficient in providing resources and troubleshooting issues.
Effective Performance: The platform's speed and quality of performance is excellent, as stated by 66% of users.
Flexible: Nearly 80% of users reported Kantata as a flexible solution that is configurable to their business needs.
Features Aplenty: Kantata has an assortment of various accessories to streamline productivity and display the overall health of a project including data and analytics, project overview, time and expense tracking, quote management and more, according to 68% of users.
Useful Mobile App: Precisely 71% of users say the mobile app is proficient with timesheets and the ability to take photos of receipts.
Integratable: Kantata integrates with several programs including Peoplesoft Financials, Sage Intacct and resource management tools, as stated by 73% of users.
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Performance: Precisely 60% of users that discussed performance said the system meets company needs and it is easy to fix mistakes.
Accessories: Approximately 63% of users that mentioned functionality stated the solution has straightforward features.
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Steep Learning Curve: Kantata's extensive customization options and complex interface can be overwhelming for new users, leading to a prolonged onboarding process and potential frustration.
Resource Management Challenges: Some users find it difficult to effectively manage resources and allocate tasks due to limitations in resource forecasting and scheduling tools.
Reporting Limitations: Generating customized reports or accessing real-time data insights can be cumbersome, requiring manual effort or workarounds.
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Interface: Approximately 78% of users that discussed the look of the platform said this solution has a cluttered and clunky interface as well as a lengthy implementation process.
Performance: Of the users who discussed this program's overall performance, 40% said it required unnecessary steps to carry out a task and had too many pop-up windows.
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Overall, users find Kantata a robust PSA program with an extensive amount of features such as quote management, capital management, time and expense tracking, reporting, invoicing, project overview and more. It's configurable, so users may adjust it to fit their business practices. It's built on Salesforce and integrates with Peoplesoft Financials, Sage Intacct and separate resource management applications. Customer support and designated software experts offer helpful troubleshooting techniques and resources. Although the user interface is a bit difficult to master and the implementation process is long, most users believe Kantata is well worth it.

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Autotask PSA is a vigorous PSA and project management solution that is customizable to fit all business requirements. It's simple to fix errors and has an abundance of simple modules such as reporting, time tracking, invoicing, adjustable dashboards, billing, CRM and more. Although some users find that this application has a toilsome setup, the interface is clunky and it takes unnecessary clicks to execute tasks, the majority find that it's a manageable solution with the right amount of tools and is well worth the price tag.

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