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Kantata vs CloudBlue PSA

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Our analysts compared Kantata vs CloudBlue 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.

Overview Pricing Benefits & Features Analyst Ratings Comparison Charts User Ratings Analyst Summary Screenshots
Kantata Software Tool
SelectHub Award Winner
CloudBlue PSA Software Tool
SelectHub Award Winner
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Product Basics

Analyst Rating

88 Detailed Analysis

User Sentiment

Great User Sentiment (383 Reviews)

Analyst Rating

85 Detailed Analysis

User Sentiment

Excellent User Sentiment (47 Reviews)
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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CloudBlue PSA, formerly HarmonyPSA, is a professional services automation software. It provides simplified catalog management and expanded product reach. Manage product lifecycles from sales leads to contract renewals, on-premise or in the cloud.

Incorporate different time zones, currencies and tax jurisdictions for seamless international operations. Gain time by automating administrative tasks and integrating with existing workflows. With adaptive subscriptions and market-ready solutions, retain subscribers and brand the customer experience. Supply vendors with preconfigured tools while accessing new selling verticals.
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$45/User, Monthly
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$9,000 Monthly
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Product Assistance

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Knowledge Base
24/7 Live Support
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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: CloudBlue PSA automates routine tasks, allowing businesses to focus on strategic initiatives rather than getting bogged down in day-to-day operations.
  • Enhanced Collaboration: The platform fosters teamwork by providing a centralized space for project management, ensuring all team members are on the same page and reducing the likelihood of miscommunication.
  • Improved Financial Management: With integrated time tracking and billing features, CloudBlue PSA simplifies the invoicing process and provides real-time visibility into financial performance, helping businesses manage their cash flow more effectively.
  • Increased Customer Satisfaction: By streamlining service delivery and enabling faster response times, CloudBlue PSA helps businesses improve their customer service, leading to higher satisfaction rates and repeat business.
  • Scalability: CloudBlue PSA supports businesses as they grow, easily adapting to increased workloads and more complex projects without the need for significant additional investment in IT infrastructure.
  • Data-Driven Decision Making: The software offers comprehensive reporting and analytics tools, giving businesses the insights they need to make informed decisions and optimize their operations.
  • Enhanced Resource Management: CloudBlue PSA provides tools for more effective resource allocation, ensuring that the right people are working on the right projects at the right time, thereby maximizing productivity.
  • Reduced IT Complexity: Being a cloud-based solution, CloudBlue PSA reduces the need for on-premise IT infrastructure and the associated maintenance, leading to lower IT costs and complexity.
  • Improved Project Visibility: The platform offers real-time updates on project progress, making it easier for managers to monitor deadlines, budgets, and overall project health, and to intervene promptly when necessary.
  • Customization and Integration: CloudBlue PSA can be customized to fit the unique needs of a business and integrates seamlessly with other tools and systems, enhancing workflow and productivity.
  • Security and Compliance: With robust security measures in place, CloudBlue PSA ensures that sensitive data is protected, helping businesses comply with regulatory requirements and giving them peace of mind.
  • Global Accessibility: Being cloud-based, CloudBlue PSA can be accessed from anywhere, at any time, enabling remote work and ensuring that team members can stay connected and productive regardless of their location.
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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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  • Holistic Overview: Determine beneficial solutions through 360 degree views of tasks, clients and revenue. Use real-time updates of project pipelines or expenses to scale capability and examine customer metrics to track profitability. 
  • Lead Analyzer: Generate leads automatically using website traffic data. Manage marketing analytics and track revenue from lead generation to contract renewal in one dashboard. 
  • Adaptive Billing: Create flexible subscription plans or incentivize bundling products. Secure revenue by using auto-renewal and monitoring contractual changes. Automate billing processes and manage sales, finance and operational processes. 
  • Public Supply Chain: Publish items on AWS, Azure and Google Cloud platforms. Maximize profit by offering XaaS bundles and set order parameters to streamline fulfillment and increase product availability. 
  • Marketplace Management: Equip partners with a branded storefront and customized catalogs. Manage global sellers through unified onboarding and provide product training on co-sell items. Create shareable tools and network with new partners to expand customer segments.  
  • Vendor Management: Collaborate with suppliers and enroll new vendors from one centralized place. Offer flexible contract options, create promotional packages and customize offer plans with existing distributors to drive engagement. 
  • Inventory Management: Distribute product information with consistency across all channels. Align with competition by offering market-based price points.  
  • RMM Functionality: Perform system analyses, sync assets or automatically manage tickets using integrated MSP software. Access reports or set system-wide policies such as alerts and canned responses to resolve concerns faster. 
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Product Ranking

#6

among all
PSA Software

#123

among all
PSA Software

Find out who the leaders are

Analyst Rating Summary

88
85
100
100
100
100
89
78
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Customer Relationship Management (CRM)
Dashboard and Reporting
Project Financials
Resource Management
Project Management
Customer Relationship Management (CRM)
Dashboard and Reporting
Time and Expense Management
Project Collaboration
Project Management

Analyst Ratings for Functional Requirements Customize This Data Customize This Data

Kantata
CloudBlue PSA
+ Add Product + Add Product
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 88 100 100 78 86 90 84 90 90 92 0 25 50 75 100
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86%
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Analyst Ratings for Technical Requirements Customize This Data Customize This Data

75%
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65%
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35%

User Sentiment Summary

Great User Sentiment 383 reviews
Excellent User Sentiment 47 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.

92%
of users recommend this product

CloudBlue PSA has a 'excellent' User Satisfaction Rating of 92% when considering 47 user reviews from 4 recognized software review sites.

4.3 (346)
4.6 (4)
4.28 (21)
4.65 (20)
3.7 (16)
4.5 (22)
n/a
5.0 (1)

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

SelectHub research analysts have evaluated CloudBlue PSA and concluded it earns best-in-class honors for Customer Relationship Management (CRM). CloudBlue PSA stands above the rest by achieving an ‘Excellent’ rating as a User Favorite.

User Favorite Award
Customer Relationship Management (CRM) Award

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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Streamlined Billing: CloudBlue PSA helps automate recurring billing, invoicing, and payments, which can save time and reduce errors. It also offers usage-based billing capabilities, which can be helpful for businesses that sell cloud-based services.
Improved Project Management: The platform provides tools for managing projects, including task management, time tracking, and resource allocation. This can help businesses to stay on top of their projects and ensure that they are completed on time and within budget.
Enhanced Customer Support: CloudBlue PSA includes a ticketing system that can help businesses to track and resolve customer issues. It also offers a self-service portal that allows customers to submit tickets and track the status of their requests.
Integrations: CloudBlue PSA integrates with a variety of other business applications, such as accounting software, CRM systems, and marketing automation tools. This can help businesses to streamline their operations and improve efficiency.
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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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Clunky UI: The user interface can feel outdated and cumbersome, making navigation and task completion less efficient than it could be. The platform's visual design and layout may appear dated compared to more modern software options.
Customization Challenges: Adapting the platform to specific workflows or unique business requirements can be difficult due to limitations in customization options. Users may find it challenging to tailor the system to their exact needs, potentially leading to workarounds or compromises in their processes.
Reporting Limitations: Generating reports or extracting meaningful insights from data may be hindered by limitations in the reporting capabilities. Users might encounter challenges in creating custom reports or accessing the specific data they need for analysis, potentially impacting decision-making processes.
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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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CloudBlue PSA emerges as a compelling contender, particularly for tech and service-oriented companies. User feedback from the past year paints a picture of a platform celebrated for its user-friendly interface and robust feature set, encompassing project management, time tracking, billing, resource management, and customer relationship management. Reviewers frequently highlight the software's ability to centralize internal systems, streamlining operations from sales to production, enhancing client communication, and simplifying revenue and invoicing processes. The service desk workflows receive consistent praise for their efficiency and modern design, making CloudBlue PSA a top choice for businesses prioritizing streamlined operations. However, no software is without its drawbacks. Some users note limitations in customizing screens for end-users, potentially leading to confusion among employees navigating unfamiliar fields and options. Additionally, while CloudBlue PSA offers integration capabilities, some reviewers express a desire for more extensive integration options with other systems. Despite these limitations, CloudBlue PSA stands out for its comprehensive customer management features, providing a holistic view of each client, including quotes, orders, invoices, tickets, inventory, and projects. This 360-degree perspective empowers businesses to manage customer relationships effectively at all levels. Ultimately, CloudBlue PSA appears best suited for small to medium-sized tech and service businesses seeking an affordable, user-friendly, and feature-rich solution to manage their operations and elevate customer satisfaction.

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Screenshots

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