Ratings and Reviews 25 Ratings
Ratings and Reviews 0 Ratings
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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.
What is Syncro?
Syncro serves as a comprehensive business platform designed specifically for managing a successful managed service provider (MSP). Experience the convenience of PSA, RMM, and remote access all bundled into one cost-effective solution.
Additionally, you can enhance your productivity even further with seamless integrations to over 50 MSP and business applications that you already utilize.
The pricing structure of Syncro is straightforward, offering a single flat fee that covers all PSA, RMM, and remote access functionalities, allowing for unlimited endpoints with no binding contracts or minimum requirements. This simplicity makes it easier for MSPs to budget and plan their services effectively.
What is Strategy Overview?
The Strategy Overview is an advanced automation platform tailored for vCIOs and quarterly business reviews, developed by managed service providers (MSPs) to improve client strategic planning and support digital transformation efforts. By automating crucial tasks such as assessments, executive summaries, dashboards, roadmaps, budgets, and reporting for Office 365 and asset lifecycles, it significantly streamlines the quarterly business review process through a modular template engine powered by the Arya AI agent. This all-encompassing system integrates seamlessly with various PSA/RMM tools, including ConnectWise, Autotask, Kaseya BMS, Syncro, and Halo PSA, alongside Office 365, facilitating the synchronization of vital company data such as assets, user lists, tickets, warranties, and licensing details. Clients enjoy the advantage of a customizable white-labeled portal that delivers in-depth insights into their strategic initiatives, health scores, and critical data points encompassing asset and user information, tickets, budgets, and roadmaps. In addition, the platform refreshes warranty and asset data automatically, enabling MSPs to reduce the preparation time for quarterly business reviews from several hours to just minutes. This not only standardizes processes but also emphasizes security and compliance insights, fosters proactive recommendations, and transforms assessments into strategic paths for revenue enhancement. Ultimately, this innovative solution not only enhances operational efficiency but also empowers MSPs to provide greater value to their clients, paving the way for a more strategic partnership. Additionally, the platform's user-friendly interface ensures that both MSPs and clients can navigate the system with ease, further elevating the collaborative experience.
Integrations Supported
Domotz
Hudu
IT Glue
Microsoft 365
Quoter
Simplesat
ConnectBooster
Gravity Forms
HaloPSA
Mailchimp
Integrations Supported
Domotz
Hudu
IT Glue
Microsoft 365
Quoter
Simplesat
ConnectBooster
Gravity Forms
HaloPSA
Mailchimp
API Availability
Has API
API Availability
Has API
Pricing Information
$129 per user per month
$129 per user per month (Core Plan) or
$179 per user per month (Team Plan)
$179 per user per month (Team Plan)
Free Version
Free Trial Offered?
Pricing Information
$60 per month
Free Version
Free Trial Offered?
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
Syncro
Date Founded
2013
Company Location
United States
Company Website
syncromsp.com
Company Facts
Organization Name
Strategy Overview
Company Location
United States
Company Website
www.strategyoverview.com
Categories and Features
Cybersecurity
AI / Machine Learning
Behavioral Analytics
Endpoint Management
IOC Verification
Incident Management
Tokenization
Vulnerability Scanning
Whitelisting / Blacklisting
Endpoint Detection and Response (EDR)
Behavioral Analytics
Blacklisting/Whitelisting
Continuous Monitoring
Malware/Anomaly Detection
Prioritization
Remediation Management
Root Cause Analysis
Endpoint Protection
Activity Log
Antivirus
Application Security
Behavioral Analytics
Device Management
Encryption
Signature Matching
Web Threat Management
Whitelisting / Blacklisting
IT Security
Anti Spam
Anti Virus
Email Attachment Protection
Event Tracking
IP Protection
Internet Usage Monitoring
Intrusion Detection System
Spyware Removal
Two-Factor Authentication
Vulnerability Scanning
Web Threat Management
Web Traffic Reporting
MSP
Backup Management
Billing & Invoicing
CRM
Dashboard
Help Desk
Issue Management
Live Chat
Patch Management
Privileged Access Management (PAM)
Project Management
Remote Access
Remote Systems Monitoring
Scheduling
Network Access Control (NAC)
Authentication
Authorization
Automated Hotfix / Updates
Centralized Policy Management
Dashboard
Device Auto-Provisioning
Device Self-Registration
Posture Assessment
Quarantine / Remediation
Secure Guest Access
Network Security
Access Control
Analytics / Reporting
Compliance Reporting
Firewalls
Internet Usage Monitoring
Intrusion Detection System
Threat Response
VPN
Vulnerability Scanning
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
Remote Support
Diagnostic Tools
File Transfer
Live Chat
Real-time Chat
Remote Control
Screen Sharing
Session Recording
Session Transfer
Surveys & Feedback
RMM
Deployment Management
For MSPs
IT Asset Management
Mobile Access
Network Monitoring
Patch Management
Real-time Alerts
Remediation Management
Categories and Features
MSP
Backup Management
Billing & Invoicing
CRM
Dashboard
Help Desk
Issue Management
Live Chat
Patch Management
Privileged Access Management (PAM)
Project Management
Remote Access
Remote Systems Monitoring
Scheduling