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What is Kantata?

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.

What is ES Engage?

Customized promotions for online consumers can be optimized by analyzing immediate purchasing behaviors, which reduces the need for sweeping discounts that can undermine profit margins. By identifying the best times to address consumer intent, companies can significantly decrease rates of cart abandonment, increase the average value of shopping carts, and turn first-time visitors into loyal customers. It's essential to avoid providing discounts to shoppers who are already inclined to make a purchase. At ES Engage, we specialize in crafting personalized, real-time promotions that connect on a personal level, resulting in higher engagement, increased sales, and strengthened brand loyalty. Are you curious about the outcomes? Our pay-for-performance structure guarantees that we generate revenue only when you do. Our innovative system enables real-time scaling of one-on-one promotions while preventing unnecessary discounts for consumers ready to buy, which helps to lessen reliance on ineffective mass promotions that can damage profit margins. This method not only enhances your financial performance but also cultivates deeper relationships with your clientele, ensuring a more satisfying shopping experience. With these strategies in place, businesses can create a win-win situation for both their profits and their customers.

Media

Media

Integrations Supported

Avalara
BugHerd
Cyfe
Desktop.com
Expensify
Gentics
Gmail
Google Workspace
HubSpot CRM
JFrog Artifactory
Meltano
Mozart Data
NetSuite
ProcessPro
Retently
SAP Concur
Sage Intacct
Salesforce
Workday HCM
Xero

Integrations Supported

Avalara
BugHerd
Cyfe
Desktop.com
Expensify
Gentics
Gmail
Google Workspace
HubSpot CRM
JFrog Artifactory
Meltano
Mozart Data
NetSuite
ProcessPro
Retently
SAP Concur
Sage Intacct
Salesforce
Workday HCM
Xero

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Pricing Information

$1 per month
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Kantata

Date Founded

2008

Company Location

United States

Company Website

www.kantata.com

Company Facts

Organization Name

Exchange Solutions

Date Founded

1996

Company Location

United States

Company Website

www.exchangesolutions.com/es_engage-2/

Categories and Features

Business Intelligence

Ad Hoc Reports
Benchmarking
Budgeting & Forecasting
Dashboard
Data Analysis
Key Performance Indicators
Natural Language Generation (NLG)
Performance Metrics
Predictive Analytics
Profitability Analysis
Strategic Planning
Trend / Problem Indicators
Visual Analytics

Collaboration

Brainstorming
Calendar Management
Chat / Messaging
Contact Management
Content Management
Document Management
Project Management
Real Time Editing
Task Management
Version Control
Video Conferencing

Financial Management

Budgeting & Forecasting
Cash Management
Consolidation / Roll-Up
Currency Management
Financial Reporting
Investment Management
Project Management
Revenue Recognition
Risk Management
Tax Management

IT Project Management

Bug Tracking
Issue Management
Milestone Tracking
Percent-Complete Tracking
Portfolio Management
Prioritization
Product Roadmapping
Requirements Management
Resource Management
Status Tracking
Supports Agile
Supports Scrum
Task Management
Testing / QA Management
Time & Expense Tracking

Professional Services Automation

Billing & Invoicing
CRM
Client Portal
Collaboration Tools
Document Management
Portfolio Management
Project Management
Proposal Generation
Quote Management
Resource Management
Time & Expense Tracking

Project Planning

Agile Methodologies
Budget Management
Collaboration Tools
Due Date Tracking
Gantt Charts
Kanban Board
Prioritization
Progress Tracking
Resource Management
Task Management
Template Management
Traditional Methodologies

Project Portfolio Management

Budget Management
Collaboration
Dashboard
Issue Management
Milestone Tracking
Portfolio Management
Project Planning
Requirements Management
Resource Management
Status Tracking
Task Management
Time & Expense Tracking

Resource Management

Capacity Management
Data Visualization
Demand Forecasting
Drag & Drop
Employee Scheduling
Filtered Search
Resource Allocation
Skills Tracking
Utilization Management

Strategic Planning

Budgeting & Forecasting
Dashboard
Goal Setting / Tracking
Idea Management
KPIs
Modeling & Simulation
Roadmapping
Scenario Planning
Scorecards

Time and Expense

Activity Tracking
Billable Hours Tracking
Billing Rate Management
Expense Tracking
Invoice Processing
Multiple Billing Rates
Project Tracking
Reimbursement Management
Time Tracking by Client
Time Tracking by Project

Time Tracking

Automatic Time Capture
Billable & Non-Billable Hours
Billing & Invoicing
Employee Database
Expense Tracking
Mobile Time Tracking
Multiple Billing Rates
Offline Time Tracking
Online Time Tracking
Overtime Calculation
Time per Project Reporting
Timesheet Management
Vacation / Leave Tracking

Work Management

Access Roles / Permissions
CRM
Calendar Management
Collaboration Tools
File Storage / File Sharing
Kanban
Messaging / Discussion
Performance Metrics
Project Management
Reporting / Analytics
Resource Management
Strategic Planning
Task Management
Time Tracking
Version Control
Workflow Management

Categories and Features

Customer Loyalty

CRM
Corporate Memberships
Customer Activity Tracking
Discount Management
Gift Card System
Loyalty Card System
Member Portal
Membership Management
No-Card Loyalty System
Referral Tracking
Rewards Management

eCommerce Personalization

A/B Testing
Abandoned Cart Email
Dynamic Pricing
Offers & Discounts Notifications
Personalized Site Navigation
Product Recommendations
Reporting / Analytics
Social Insights

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