Home > PSA Software > Kantata > Kantata vs Upland PSA

Kantata vs Upland PSA

Last Updated:

Our analysts compared Kantata vs Upland 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
Upland PSA Software Tool
Get Free Demo Demo    Request Pricing Pricing
Get Free Demo Demo    Request Pricing Pricing

Product Basics

Analyst Rating

88 Detailed Analysis

User Sentiment

Great User Sentiment (383 Reviews)

Analyst Rating

72 Detailed Analysis

User Sentiment

Good User Sentiment (193 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.
read more...
Upland PSA is a professional service automation tool that helps businesses use remote management tools that improve the profitability and growth of service businesses. It helps users manage capacity utilization and planning strategies for profitability and workload management. Users can change how projects are delivered with expense and timesheet capture with workforce and project management, project financials and billing.

Some of its key features include knowledge management, proposal automation and customer surveys. It has a host of webinars, case studies, e-books and articles to help users navigate its various modules.
read more...
$45/User, Monthly
Free Trial is available →
Get a free price quote
Tailored to your specific needs
$20 Monthly
Free Trial is available →
Get a free price quote
Tailored to your specific needs
Small 
i
Medium 
i
Large 
i
Small 
i
Medium 
i
Large 
i
Windows
Mac
Linux
Android
Chromebook
Windows
Mac
Linux
Android
Chromebook
Cloud
On-Premise
Mobile
Cloud
On-Premise
Mobile

Product Assistance

Documentation
In Person
Live Online
Videos
Webinars
Documentation
In Person
Live Online
Videos
Webinars
Email
Phone
Chat
FAQ
Forum
Knowledge Base
24/7 Live Support
Email
Phone
Chat
FAQ
Forum
Knowledge Base
24/7 Live Support

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. 
read more...
  • Integrations: Facilitates data from and to existing systems like HCM, finance, CRM, payroll and ERP by connecting the entire enterprise ecosystem to Upland PSA using the integration platform.  
  • Capacity Planning: Facilitates efficient utilization strategies and capacity planning to increase profitability and manage workloads.  
  • Monitor Performance: Make data-driven and informed decisions to manage operations and ensure financial health with analytics and insights.  
  • Customer Centric: Makes businesses customer-centric and brings together service automation with customer sentiment, knowledge management and proposal automation.  
  • Lower Revenue Leakage: Accelerates invoicing and lowers revenue leakage with a centralized billing and time management system that tracks expenses and time. Configurable workflows accelerate approvals.  
  • Automate Engagement: Helps businesses align service and sales departments to deliver consistency in customer experience delivery, reducing the chances of misaligned goals, communication gaps and dissatisfied customers.  
  • Forecast Resources: Track services pipelines to ensure project delivery within budget and on time by allocating people suited to deliver.  
read more...
  • 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.  
read more...
  • Modular Platform: Designed to grow along with users’ business by implementing in a modular fashion, enabling change management, increased internal adoption and services maturity.  
  • Advanced Workflows: Use flexible workflows and visual workflow editors to configure processes to match user requirements. 
  • Timesheets: Customizable timesheets at task and project level, create approval workflows and leave time for optimal operational efficiency.  
  • Customer Engagement: Brings best practice principles and high touch to all engagements.  
  • Mobile Engagement: Lets users engage with their audience by delivering messages via text, mobile wallets or apps, or use a combination of methods. Upland PSA grows with the business.  
  • Apps and Push: Helps design marketing campaigns and provides insight into customer preferences and behavior with rich audience segmentation, push notifications and location triggered messaging.  
  • Wallet Pass: Enables contactless payment using wallet apps like Google Pay and Apple Pay. Lets users store gift cards, coupons, tickets, offers, loyalty cards or memberships on mobile devices.  
  • Resource Management: Helps manage project workforces with control and visibility. Supports functions like scheduling, forecasting and managing remote or local workforces.
read more...

Product Ranking

#6

among all
PSA Software

#32

among all
PSA Software

Find out who the leaders are

Analyst Rating Summary

88
72
100
77
100
100
89
67
Show More Show More
Customer Relationship Management (CRM)
Dashboard and Reporting
Project Financials
Resource Management
Project Management
Dashboard and Reporting
Project Collaboration
Time and Expense Management
Project Financials
Resource Management

Analyst Ratings for Functional Requirements Customize This Data Customize This Data

Kantata
Upland 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 77 100 67 75 90 86 65 85 88 0 25 50 75 100
100%
0%
0%
55%
0%
45%
100%
0%
0%
100%
0%
0%
80%
0%
20%
40%
0%
60%
80%
0%
20%
73%
0%
27%
80%
0%
20%
80%
0%
20%
100%
0%
0%
86%
0%
14%
92%
0%
8%
67%
0%
33%
100%
0%
0%
86%
0%
14%
89%
0%
11%
89%
0%
11%

Analyst Ratings for Technical Requirements Customize This Data Customize This Data

75%
0%
25%
30%
0%
70%

User Sentiment Summary

Great User Sentiment 383 reviews
Good User Sentiment 193 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.

79%
of users recommend this product

Upland PSA has a 'good' User Satisfaction Rating of 79% when considering 193 user reviews from 4 recognized software review sites.

4.3 (346)
3.9 (98)
4.28 (21)
n/a
3.7 (16)
4.0 (14)
n/a
4.3 (69)
n/a
2.3 (12)

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

we're gathering data

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.
Show more
User Friendly: The system is easy to use and intuitive, as noted by approximately 86% of users who mention the system’s usability.
Functionality: Asana offers a robust suite of successful project management tools, as reported by 76% of the users who mention the product’s functionality.
Support: Support for the system is prompt, as reported by 88% of users who mention support.
Integrations: Available integrations help add value to the base product, as reported by 80% of reviewers who mention integrations.
Show more
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.
Show more
Integrations: Nearly 90% of reviewers found Upland PSA’s interface to be dated and not intuitive.
Learning Curve: Nearly 100% of users who mentioned its learning curve reported that Upland PSA has a steep learning curve.
Show more

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.

Show more

Upland PSA is a user-friendly PPM system, and users praise its time-sheet feature. Many users don’t have any complaints and say that Upland PSA has increased their efficiency. It ranks very high in usability and functionality. Its support team is helpful and quick to respond. Users find that Upland PSA helps organize tasks that their team members should work on. Its integration feature increases productivity. However, the interface is not intuitive and has a learning curve.

Show more

Screenshots

Top Alternatives in PSA Software

Accelo
Avaza
Certinia PSA
Changepoint SA
CloudBlue PSA
ConnectWise Manage
Deltek Vantagepoint
Dynamics 365 Project Operations
Mavenlink
OpenAir
Polaris PSA
Projector PSA
Scoro
Upland PSA
Workday PSA

Related Categories

MSP Software
Time And Expense Tracking Software
Work Management Software
Show more
MSP Software
PPM Software
Strategic Planning Software
Time And Expense Tracking Software
Work Management Software
Show more

WE DISTILL IT INTO REAL REQUIREMENTS, COMPARISON REPORTS, PRICE GUIDES and more...

SelectHub Products Reporting and Analytics
Build Your Requirements
SelectHub Products Cost and Pricing Guide
Get Your Free Comparison Report
Compare products
Comparison Report
Just drag this link to the bookmark bar.
?
    Table settings