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Ratings and Reviews 0 Ratings
Alternatives to Consider
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KantataKantata 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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Project InsightProject Insight is strategic project, program, and portfolio management software designed to give growing organizations a complete picture of work across departments, teams, and systems. It connects the data behind projects so leaders can make confident decisions about priorities, investments, resources, and delivery. Project Insight provides the connected project data backbone organizations need for accurate executive reporting, financial forecasting, strategic planning, and AI analysis. Leaders can see whether they have enough capacity, understand project costs, and determine whether teams can deliver on their commitments. The platform combines project intake and prioritization, resource planning, scheduling, time tracking, budgeting, approvals, and portfolio reporting. Configurable workflows and multiple project views give teams flexibility while maintaining consistent information for leadership. Native integrations with Jira and Azure DevOps, along with connections to Microsoft, Salesforce, ServiceNow, and HubSpot, help organizations bring information together without replacing the tools their teams already use. Built-in AI capabilities support resource recommendations, capacity forecasting, project template generation, meeting action items, and what-if simulations. Whether building a PMO or scaling an established one, Project Insight offers customizable processes, dedicated onboarding support, and free view-only seats to help organizations grow without losing visibility into their work.
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FloatFloat is the #1 rated resource management software that gives 4,500+ teams the essential data and context they need when resourcing client work. Success in professional services isn’t just about assigning work: it’s building the high-performing teams who deliver it. With Float, you can make smarter resourcing decisions and adapt work as it shifts to build a winning team for every job. ✔️ Allocate the right people to the right work: centralize your resourcing and build teams for compatibility & chemistry. ✔️ Get the right context to make informed decisions: identify clear and actionable next steps to draw connections between resourcing and profitability ✔️ Plan client work the right way: Align project needs with reality by assessing team capacity, budget, and costs to make informed decisions for strong project health.
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WrikeWrike 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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PlanfixThe Planfix platform empowers organizations to oversee their complete business operations online. No matter the size or sector of the company, Planfix serves as an exceptional tool for project and work management. This platform provides your organization with a highly customizable management system, allowing for tailored process designs and visual elements to suit your needs. Combining features such as task and project management, CRM, sales, marketing, production, logistics, support services, accounting, and human resources, Planfix offers a comprehensive solution that integrates various aspects of business operations. Data flows smoothly between teams, ensuring that a transaction at the implementation phase can seamlessly evolve into a project and then be handed over to support. Planfix is ideal for a diverse range of entities, including businesses, non-profit organizations, public associations, and any collective striving towards a mutual goal. With the trust of 7,724 companies, it streamlines business workflows for over 68,000 users, enhancing efficiency and collaboration across the board. The versatility and robustness of the Planfix platform make it a valuable asset for any organization aiming to improve its operational effectiveness.
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OdooOdoo is a highly customizable and open-source software solution that features a wide array of professionally crafted business applications. With its user-friendly database, Odoo addresses various business requirements, encompassing areas such as CRM, Sales, Projects, Manufacturing, Inventory, and Accounting. This versatile software is suitable for businesses of all sizes and budgets, making it an ideal choice for diverse company needs. The cohesive design of Odoo enhances operational efficiency and helps businesses save valuable time. Each module is designed to work harmoniously, providing a fluid experience as users navigate from one application to another. Automation capabilities allow users to streamline numerous tasks that would typically require manual entry across various systems. Odoo fosters collaboration among team members by consolidating all critical business functions onto a single platform, which ultimately enhances productivity and organization within the company. Furthermore, its adaptability ensures that businesses can continually evolve and tailor the system to their changing requirements.
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Visual PlanningVisual Planning serves as an effective tool for scheduling and managing resources, boasting an intuitive interface that makes it easy to navigate. Countless organizations leverage Visual Planning to enhance collaboration by seamlessly sharing their schedules and working together more effectively.
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TimeControlTimeControl is a versatile timesheet solution designed for finance and project management. Its multifunctional design allows it to cater to various needs simultaneously. The system meticulously tracks time on a task-by-task and project-by-project basis. While it excels in project management, it also serves as a comprehensive financial timesheet, satisfying all payroll, human resource, billing, and finance requirements. Users can access TimeControl through a subscription model in the cloud or opt for an on-premise installation. Additionally, it offers a user-friendly browser interface along with a dedicated TimeControl Mobile App compatible with both iOS and Android devices, ensuring flexibility and convenience for users on the go. This combination of features makes it an ideal choice for businesses aiming to enhance their time management processes.
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HubstaffElevate your productivity with Hubstaff! Hubstaff provides time-tracking applications compatible with desktop, web browsers, and mobile devices. Once you initiate time tracking for a specific task, Hubstaff seamlessly operates in the background, using minimal resources while you focus on your work. Switching between tasks or stopping the timer is a breeze and can be done in just a few clicks. Monitoring your team's performance can be daunting, but Hubstaff is packed with excellent features designed to help you assess their productivity effectively. To maximize Hubstaff's benefits, it's essential to establish clear expectations for your team. This tool allows you to analyze each member's average productivity over time, helping you spot areas for improvement or shifts in their performance. Essentially, the more consistently you utilize Hubstaff, the more insightful your results will become. Additionally, Hubstaff is available across multiple platforms, including Mac, Windows, Linux, iOS, and Android, ensuring you can track productivity wherever you are.
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WERXWerx offers robust construction management solutions at a contractor-friendly price, beginning at just $49 per month. Designed specifically for small to midsized enterprises, Werx enhances your operational efficiency with features such as adaptable estimating, AIA-style invoicing, QuickBooks integration, and labor monitoring. Accelerate your payment process through Stripe-enabled online billing, and take advantage of a free 30-day trial to experience the benefits firsthand. Catering to contractors across various trades, Werx is designed to help you save time, alleviate stress, and increase your profits. Whether you need to manage schedules, track time spent on-site, or generate professional invoices, Werx consolidates all these functions into one intuitive platform. With its affordability and dependability, Werx stands out as an excellent choice for contractors looking to expand their business and streamline their processes effectively. Don’t miss out on the opportunity to transform your construction management experience with Werx.
What is Proteus?
Utilize Proteus to enhance your productivity, ensure consistency, gain better control, and improve visibility. Designed specifically for professionals in the energy sector, Proteus serves as a comprehensive project management tool developed by specialists in the field. This solution integrates project planning, resource management, collaboration, financial oversight, and business intelligence into a single cohesive platform. By transitioning energy firms from a fixed cost structure to a flexible on-demand model, Proteus is essential for thriving in a competitive, low-margin landscape. Experience accelerated operations, maintain accuracy, complete more projects, and simplify your workflow.
With Proteus, you can consolidate all project-related tasks into a unified interface, encompassing clients, proposals, projects, invoicing, documents, inventory, and much more—all easily accessible in one location and seamlessly integrated with Microsoft 365. Project teams benefit from the ability to collaborate remotely, accessing timesheets, equipment information, project expenses, work completion statuses, and various other resources at their convenience. Generate invoices and manage client data along with legal contracts from a single platform, enhancing efficiency. Proteus empowers project managers to keep documents organized centrally while optimizing workflows, technical calculations, and other critical operations. By monitoring metrics in real time, you can achieve complete control over your projects and ensure their success. Additionally, the user-friendly interface facilitates a smoother onboarding process for new team members, promoting a more cohesive project environment.
What is Parallax?
Parallax equips teams with leading industry practices to enhance profit margins and boost revenue, ultimately fostering strategic development. It serves as a vital platform for digital service companies with aspirations for growth to make informed strategic decisions confidently. Various spreadsheets and custom tools often result in data and decisions being isolated in silos. Delivery teams frequently have to relinquish their daily operational tools for cumbersome monolithic platforms. This lack of transparency can significantly impede consistent performance over time. By providing a connected toolkit and a unified perspective, uncertainty and friction can be effectively minimized. As an innovative PSA solution, Parallax emphasizes integrations and a consultative approach, enabling organizations to grow more robustly and purposefully. Additionally, Parallax enhances operational maturity and optimizes profitability while simultaneously driving growth. Designed specifically to tackle the challenges posed by ineffective custom tools and cumbersome monolithic solutions, Parallax offers a streamlined alternative that addresses these pressing issues. Its unique focus on collaboration and efficiency makes it an essential asset for any growing digital service organization.
Integrations Supported
Asana
Exclusive Addons
Harvest
HubSpot Content Hub
Jira
Microsoft Teams
NetSuite
Pipedrive
API Availability
Has API
API Availability
Has API
Pricing Information
$35 per user per month
Flat fee per user per month. For timesheet only users, $15 per month.
Free Trial Offered?
Pricing Information
Pricing not provided
Supported Platforms
SaaS
Android
iPhone
iPad
Supported Platforms
SaaS
Customer Service / Support
Standard Support
Web-Based Support
Customer Service / Support
Standard Support
Web-Based Support
Training Options
Documentation Hub
Webinars
Online Training
On-Site Training
Training Options
Documentation Hub
Online Training
On-Site Training
Company Facts
Organization Name
Xergy
Date Founded
2019
Company Location
United Kingdom
Company Website
xergy.com/proteus/
Company Facts
Organization Name
Parallax
Company Location
United States
Company Website
www.getparallax.com
Categories and Features
Business Management
Billing & Invoicing
CRM
Employee Management
Financial Management
Inventory Management
Order Management
Project Management
Purchasing
Scheduling
Time & Expense Tracking
Vendor Management
Collaboration
Calendar Management
Chat / Messaging
Contact Management
Content Management
Document Management
Project Management
Real Time Editing
Task Management
Version Control
Contractor Management
Contractor Database
Skills & Competencies
Task Management
Work Hour Tracking
ERP
Accounting Integration
Accounting Management
CRM
Dashboard
Distribution Management
Enterprise Asset Management
Financial Management
HR Management
Inventory Management
Order Management
Project Management
Purchase Order Management
Reporting/Analytics
Supply Chain Management
Warehouse Management
Job Costing
Bills of Material
Budgeting & Forecasting
Change Orders
Cost-to-Completion Tracking
Invoice Management
Percent-Complete Tracking
Production Cost Tracking
Purchase Order Management
Quotes / Estimates
Time Tracking
Work Order Management
Oil and Gas
Equipment Management
Inventory Management
Job Costing
Logistics Management
Material Management
Project Management
Resource Management
Scheduling
Work Order Management
Project Accounting
Not specified
Project Management
Agile Methodologies
Budget Management
Client Portal
Collaboration Tools
Cost-to-Completion Tracking
Customizable Templates
Gantt Charts
Idea Management
Kanban Board
Milestone Tracking
Portfolio Management
Resource Management
Time & Expense Tracking
Traditional Methodologies
Project Planning
Budget Management
Collaboration Tools
Due Date Tracking
Gantt Charts
Prioritization
Progress Tracking
Resource Management
Task Management
Template Management
Traditional Methodologies
Project Tracking
Collaboration Tools
Cost-to-Completion Tracking
Gantt Charts
Milestone Tracking
Percent-Complete Tracking
Prioritization
Status Tracking
Time & Expense Tracking
Proposal Management
Calendar Management
Collaboration
Contact Management
Content Repository
Document Management
Knowledge Library
Pipeline Management
RFP Management
Requirements Management
Revision Management
Task Management
Templates
Version Control
Resource Management
Capacity Management
Data Visualization
Demand Forecasting
Drag & Drop
Employee Scheduling
Filtered Search
Resource Allocation
Utilization Management
Time Tracking
Billable & Non-Billable Hours
Billing & Invoicing
Employee Database
Expense Tracking
Mobile Time Tracking
Offline Time Tracking
Overtime Calculation
Time per Project Reporting
Timesheet Management
Work Management
Access Roles / Permissions
Calendar Management
Collaboration Tools
File Storage / File Sharing
Messaging / Discussion
Performance Metrics
Project Management
Reporting / Analytics
Resource Management
Strategic Planning
Task Management
Time Tracking
Version Control
Workflow Management
Categories and Features
Collaboration
Calendar Management
Chat / Messaging
Real Time Editing
Professional Services Automation
Collaboration Tools
Portfolio Management
Resource Management
Project Planning
Budget Management
Collaboration Tools
Due Date Tracking
Gantt Charts
Progress Tracking
Resource Management
Project Tracking
Collaboration Tools
Cost-to-Completion Tracking
Gantt Charts
Status Tracking
Resource Management
Capacity Management
Data Visualization
Demand Forecasting
Drag & Drop
Employee Scheduling
Filtered Search
Resource Allocation
Skills Tracking
Utilization Management
Workforce Management
Budgeting & Forecasting
Scheduling
Skills Tracking