Choose smarter. Work better. Deliver more.
Kantata is built for professional services automation — staffing engagements and tracking margins are core to what it does, not add-ons bolted onto a generic PM tool. The resourcing tools are PSA-grade, and financial visibility runs through the platform so managers can see how staffing decisions affect profitability. It's aimed at services-based businesses like agencies and consultancies, where keeping billable staff assigned correctly is tied directly to margin.
It integrates with Salesforce and Microsoft 365, and it's built with larger services organizations in mind — mid-size, large, and enterprise teams. For a services firm that needs staffing and financials tracked together in one system, that's exactly the gap it fills.
It's aimed at services-based businesses — agencies, consultancies — that need to staff engagements and keep an eye on profitability.
Its PSA-grade resourcing and financial visibility make it attractive for firms where staffing decisions directly affect margins.
It's built with larger services organizations in mind, so it can be more than smaller teams need.
A strong option for larger services organizations that need resourcing and financials tracked together.
Kantata is a paid tool; it doesn't offer a permanent free plan, though a trial is usually available.
Kantata is available on Web, Mobile.
Kantata integrates with tools like Salesforce, Microsoft 365, among others.
Kantata is cloud-based (SaaS); there's no self-hosted option.
Kantata is designed for these team sizes: Mid-size, Large, Enterprise.
All-in-one productivity platform for teams of any size.
View details →Client work management for agencies and PM teams.
View details →Resource scheduling and capacity planning for teams.
View details →Client onboarding and professional services delivery with built-in time and margin tracking.
View details →
