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Kantata
Kantata
Kantata puts an end to unpredictable projects so professional services teams always deliver amazing
Kantata helps professional services organizations of 50 to 5,000+ employees ensure consistent excellence and profitability across every project. With a platform that connects everything from scoping to resourcing to forecasting, you can always deliver amazing.
The real challenge for most PS organizations is that their projects are so unpredictable. They never really know how an engagement is going to play out until it’s too late to do anything about it. And that undermines profits, strains resources, and leaves clients wondering what they’re really paying for.
Kantata PSA puts an end to unpredictable projects by enabling you to:
• Instantly assemble the ideal team: so you can deploy resources based on the best match for scope, scheduling, skillsets, and more
• Easily amplify institutional knowledge: by turning past experience into real-time intelligence so all your expertise is available to all your people
• Confidently forecast every outcome: with an accurate, comprehensive view of everything from revenue and margins to capacity and sentiment
Not every services firm operates the same way and your PSA shouldn’t either. Kantata is the only PSA offering both a Salesforce-native and an open infrastructure option, so you can choose the ecosystem that fits your business.
With over 1,200 prebuilt connectors including Salesforce, NetSuite, HubSpot, Workday, Sage Intacct, Microsoft Dynamics 365, Google Workspace, and Jira — Kantata extends the value of your existing tech stack while keeping all your operational data connected in one AI-powered platform.
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Wrike
Wrike
Transform teamwork with seamless collaboration and powerful insights.
Wrike is an exceptional work management solution that provides cross-functional teams with comprehensive insight into intricate projects. This cloud-based collaboration tool is relied upon by over 20,000 prominent organizations globally, including renowned companies like Fitbit and Siemens.
With an array of award-winning functionalities, Wrike includes features such as dynamic request forms, automated workflows, cross-tagging, custom item types, and integrations with more than 400 applications. Enhance your productivity with Work Intelligence™: our sophisticated communication tool that facilitates voice commands, smart replies, and document processing. Additionally, we provide customized templates designed to help teams initiate Agile projects efficiently while ensuring compliance.
In addition to guaranteeing 99.9% uptime, our enterprise-grade security encompasses single sign-on, role-based access control, and continuous data backup. For added assurance, users can utilize the Wrike Lock add-on to maintain complete ownership of their master encryption key.
Research shows that Wrike can enhance organizational processes by 40%, streamlining administrative tasks and lowering costs across various sectors. Experience the transformative impact on your team — begin your free two-week trial now and see the difference for yourself.
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Caflou
Caflou
Streamline your business: manage projects, finances, and teams!
Caflou empowers you to oversee your business operations, projects, team dynamics, and financials while enhancing your profitability.
Designed as a comprehensive business management platform, Caflou is perfect for marketing firms, web developers, IT teams, and any service-oriented business, ensuring you receive exceptional value for your investment.
With Caflou, you can efficiently handle customer relationships, manage projects along with their budgets, oversee finances and profitability, track time, organize team workloads, and even automate routine tasks, all accessible from a single platform and any location.
Join a thriving community of over 3,500 businesses leveraging Caflou’s capabilities. Don't wait any longer—start your free trial today and transform your business management experience!
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Avaza
Avaza Software
Streamline projects, track time, and simplify invoicing effortlessly.
Avaza provides a comprehensive platform for overseeing projects, monitoring time and expenses, issuing invoices, and processing online payments. This all-in-one tool streamlines project management, time tracking, and billing, enabling businesses to concentrate on their client relationships. It is particularly well-suited for freelancers, consultants, and small enterprises. Additionally, the platform can be accessed from any device, making it convenient for users on the go. With its user-friendly interface and robust features, Avaza enhances productivity and efficiency across various industries.
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ProjectManager
ProjectManager
Project management software for business excellence.
ProjectManager is award-winning project and portfolio management software providing unparalleled control, in-depth project data and comprehensive planning features. Our platform includes advanced scheduling, automated cost and time tracking, risk analysis and resource management, resulting in flawless project and portfolio execution while providing unbeatable insights at every stage. Thousands of users worldwide trust ProjectManager to deliver projects with precision.
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Teamwork.com
Teamwork.com
Streamline projects effortlessly with our all-in-one management solution.
By merging robust project management with seamlessly optimized operations, our platform stands out as the sole solution designed for effective and profitable client project oversight.
Ensure timely and budget-friendly delivery of work, reduce client-related confusion, and gain insights into profitability, all within a single platform. Users of Teamwork.com can oversee their projects through a variety of integrated tools, including helpdesk support, collaboration features, knowledge sharing, and customer relationship management add-ons, establishing Teamwork.com as the ultimate all-in-one solution for business leaders.
With a trusted user base of over 20,000 companies globally and a dedicated workforce of more than 350 employees, Teamwork.com simplifies project management, enhancing efficiency and impact through our project planning software that integrates seamlessly with the tools you already rely on.
Our commitment to delivering a comprehensive suite of features empowers teams to thrive and achieve their goals more effectively than ever before.
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Bitrix24
Bitrix24
Streamline your business operations with powerful collaboration tools.
Consolidate various services and applications into one cohesive ecosystem with Bitrix24: Unlock essential tools for your business.
You will find features such as the Activity Stream, Group Chat, Calendars, Workgroups, and a multitude of collaboration resources at your fingertips. Bitrix24 ensures that your projects are not only planned but also executed punctually and efficiently. It is accessible both online and on-premise, with the added bonus of open-source code visibility. Whether you have a large workforce or a small team, it offers effective task management along with time tracking, templates, reminders, reporting, and task dependencies.
As the world's most widely used free CRM, with an impressive user base of 12 million and counting, it provides real-time support tools that enhance customer satisfaction and encourage repeat business. Furthermore, anyone can effortlessly design beautiful websites, landing pages, and online stores without needing any coding skills. The package even comes with a complimentary domain name and hosting.
Additionally, you have the option to operate Bitrix24 on your own server, giving you further control over your business operations. This flexibility allows for a tailored experience that meets your specific needs.
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Ravetree
Ravetree
Ravetree is the all-in-one platform for managing projects, budgets, time & billing with precision.
Ravetree is an all-in-one platform built specifically for client service businesses that need advanced project management, budgeting, and billing—far beyond generic tools. Forecast project budgets, track actual spend, and get instant insights into fees, costs, and profitability with powerful visualizations and reports. This clarity helps you make informed decisions and keep projects financially on track.
Ravetree’s robust time tracking and billing features offer unmatched flexibility. Create time logs in one click, assign them to projects or clients, and manage approvals with custom workflows. Set up client-specific rate cards with start and end dates for billing accuracy and consistency. Assign multiple team members to the same task—each with their own bill rate, work role, and time estimate—so you accurately reflect every specialist’s unique contribution and cost.
Generate invoices directly from approved time logs and expenses, with seamless QuickBooks integration for efficient financial management. Benefit from advanced resource planning, real-time project visibility, and customizable dashboards—eliminating the need for spreadsheets and disconnected tools.
With unlimited file storage, secure client portals, and real-time collaboration, Ravetree keeps your team and clients connected and informed throughout every project. Whether you manage creative, digital, or consulting projects, Ravetree is the ideal solution for businesses that need a platform that truly supports their needs and drives client satisfaction.
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Podio
Progress Software
Transform teamwork and productivity with seamless low-code solutions.
Develop powerful low-code solutions tailored for your organization that improve collaboration and efficiency. Podio integrates your project details into one cohesive platform, consolidating all discussions, content, and processes into a singular collaborative environment. By defining clear roles and personalizing tools to match your team’s workflow, you can significantly boost productivity, enhance delivery times, and strengthen interpersonal relationships. Robust administrative tools allow for effective management of access to your Podio workspaces, enabling quick adjustments when necessary. You can invite clients, freelancers, and outside collaborators to join Podio for free, minimizing the reliance on lengthy email threads and cumbersome file transfers. By adjusting your workflows to mirror the specific steps and stages your team faces, you enhance both efficiency and effectiveness within a single platform. Moreover, this holistic strategy fosters a more engaged team dynamic and drives superior project results. Ultimately, such an approach not only enhances productivity but also cultivates a collaborative culture that supports ongoing success.
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Paymo
Paymo
Streamline collaboration and productivity with all-in-one management.
Paymo is a work management tool designed for collaboration, enabling small to medium-sized teams and individuals to complete their tasks from any location. This comprehensive software integrates sophisticated task management, resource scheduling, built-in time tracking, and invoicing features into one platform, effectively removing the hassle and expense associated with multiple integrations. Users can streamline their workflow and improve productivity with all essential tools readily accessible in one place.
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Kissflow
Kissflow
Empower your business with seamless, custom workflow automation.
Kissflow is a user-friendly, low-code platform designed specifically for creating custom applications that cater to business needs. It enables both process owners and IT developers to automate workflows effectively, allowing them to construct processes and applications that enhance internal business operations. Additionally, Kissflow streamlines collaboration between teams, making it easier to adapt to changing operational requirements.
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Scoro
Scoro
Streamline operations, boost profits, and enhance team collaboration!
Manage your entire business operations seamlessly from a single platform. Oversee the full project lifecycle, from generating quotes to processing invoices, ensuring that sales, delivery, and financial data are integrated for a comprehensive view of your performance and progress in real time.
Optimize your resource planning and forecasting effectively. Anticipate when to take on additional work and identify potential resource shortages before they arise, enabling you to make informed decisions about outsourcing or expanding your team. This approach ensures workloads are balanced, preventing burnout for some team members while others remain underutilized.
Ensure that your business remains profitable. While completing projects is essential, understanding your profitability is crucial. Gain insights into which clients, projects, services, or teams contribute positively to your margins and which are detracting from them. This knowledge empowers you to make timely decisions about improving efficiency, adjusting pricing, or reducing expenses.
Facilitate collaboration in the context of your work environment. With easy access to all files and discussions related to customers, projects, or tasks, you can eliminate the inefficiencies of constant status checks and document retrieval. All necessary information is available with just a single click, enhancing productivity and communication across your organization. By streamlining these processes, your team can focus more on delivering value and less on administrative tasks.
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Daylite for Mac
Marketcircle
Streamline your small business operations with seamless efficiency.
Daylite is a business operations platform designed to help service-based businesses spend less time on administration and more time earning income. It brings together CRM, sales tracking, project management, email integration, calendars, tasks, and notes in one cohesive application. Built exclusively for Mac, iPhone, and iPad, Daylite works seamlessly within the Apple ecosystem. Every client interaction is automatically linked, creating a complete business history that’s searchable and organized. Users can manage leads, nurture relationships, and convert opportunities without juggling spreadsheets or separate apps. Email integration allows messages to become tasks, appointments, or deals in a single click. Projects are structured with connected timelines, communication history, and deliverables. Team collaboration is simplified with shared access to relevant client and project information. Daylite reduces tool clutter and eliminates redundant subscriptions. Offline capabilities ensure productivity continues even without internet access. Its customizable workflows adapt to industries like real estate, legal, consulting, and marketing. Daylite empowers professionals to run more organized, profitable businesses with less stress.
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Accelo
Accelo
Streamline client management for enhanced profitability and efficiency.
Accelo is a favored choice for professional service firms worldwide seeking to enhance the profitability of their client work management. This cloud-based solution efficiently oversees every stage of client engagement, from initial prospecting to final payment processing, while also overseeing tickets, retainers, and timesheets.
With a strong focus on optimizing both time and financial resources, the platform provides a comprehensive overview of current business metrics and financial outcomes. All client interactions, activities, and tasks are aggregated into one user-friendly interface, enabling users to monitor progress without needing to request updates.
By enhancing operational efficiency and simplifying workflows, Accelo fosters better coordination among teams and leadership, ultimately improving visibility throughout the organization. This streamlined approach empowers professionals to prioritize their most critical tasks, allowing leaders to effectively manage the business. By leveraging automation, managers can ensure that projects are completed on schedule and adhere to budgetary constraints, leading to improved client satisfaction and business success.
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WORKetc
WORKetc
Streamline your business operations for effortless global success!
WORKetc is a cloud-based platform designed specifically for small businesses, enabling them to thrive on a global scale. It stands out as the only integrated solution that combines CRM, project management, billing, help desk, reporting, and collaboration functionalities into one cohesive system. With WORKetc, your entire team can work together effortlessly in a single environment. This platform serves as a central hub for supporting, selling, and delivering exceptional service to customers. Its web and mobile applications allow you to oversee your business operations from anywhere—be it your office, home, or while traveling. Bid farewell to the hassle of complex integrations and costly applications. By utilizing WORKetc, you can enhance your business's growth and significantly boost productivity. The platform meticulously logs every interaction and activity related to your contacts, allowing you to easily browse timelines or filter through records. Additionally, you can access detailed activity histories for each employee. By consolidating all your data into one system, you can eliminate the need to switch between different applications, ensuring a more streamlined and efficient workflow while enhancing overall business management.
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Mosaic
Mosaic
Transform your workflow with AI-driven resource management today!
Mosaic is an innovative solution for resource and workforce management that leverages artificial intelligence to enhance both productivity and profitability. By integrating seamlessly with a variety of financial and project management tools, it effortlessly gathers data to provide insights into team activities and timelines. This software empowers teams to forecast and bill more accurately while optimizing capacity management and workload planning. Mosaic eliminates the need for cumbersome spreadsheets, offering organizations a comprehensive overview of their operations. Take advantage of the opportunity to explore its features with a complimentary 30-day trial and experience the transformation it can bring to your workflow. Don't miss out on enhancing your team's efficiency and effectiveness today!
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Cone
Cone
Streamline proposals, enhance efficiency, and boost client satisfaction.
Engage your clients while minimizing the time allocated to administrative duties, thus removing the necessity for manual invoicing and constant payment follow-ups. Cone’s intuitive proposal software represents the perfect combination of ease of use and practical features specifically designed for accountants. You can easily distribute well-crafted proposals and collect payment details beforehand with minimal effort. Once a proposal is approved, projects can kick off automatically, alleviating the need for manual handling. Enjoy a smooth transition into project commencement upon acceptance, gaining valuable insights into your team’s responsibilities, timelines, and overall progress to streamline workflows. Enhance your operational efficiency and achieve greater productivity levels. The client portal allows you to share documents, obtain electronic signatures, and request files effortlessly, negating the need for repeated client follow-ups. You can also create invoices straight from proposals or active projects, accommodating various payment methods including ACH or credit/debit cards. Acknowledging the crucial role of data security in your business's success, we have implemented stringent measures to protect your information effectively. This software enables you to concentrate on what truly matters: expanding your business and better serving your clients, while also offering tools that help you analyze project performance for continuous improvement.