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Ratings and Reviews 2,341 Ratings
What is WiseTeam?
WiseTeam is a comprehensive suite designed for CRM and project management that incorporates contemporary management methodologies including KANBAN, SCRUM, A3, SALESPIPELINE, and ITIL. It allows for real-time planning and tracking of all sales, project-related tasks, and internal activities, ensuring nothing falls through the cracks. The interactive KANBAN board facilitates task delegation, enables prioritization of weekly objectives, and provides a clear view of upcoming workloads for team members. Time tracking for employees is seamless, with each project featuring a summary for straightforward billing. Project planning is simplified, encompassing activities, expected outcomes, and budgeting requirements, while real-time monitoring keeps you informed about project statuses. Furthermore, you can ensure timely delivery of results, adhering to budget constraints and scope specifications. This platform also supports oversight of not just individual projects but the entire portfolio of ongoing initiatives within your organization. Additionally, it consolidates all sales opportunities by allowing you to maintain a centralized repository of potential clients and their representatives. This integration enhances collaboration and efficiency, ultimately driving better project and sales outcomes for your team.
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.
Integrations Supported
Gmail
Google Calendar
Microsoft 365
Integrations Supported
Gmail
Google Calendar
Microsoft 365
Avalara
Blotout
Desktop.com
Fivetran
Gentics
HubSpot Customer Platform
Hubstaff
API Availability
Has API
API Availability
Has API
Pricing Information
€21 per user per month
Free Trial Offered?
Pricing Information
Custom pricing available. Kantata offers multiple license types with flexible packaging to meet your unique needs. Contact Kantata for details.
Supported Platforms
SaaS
On-Prem
Supported Platforms
SaaS
Customer Service / Support
Standard 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
WiseTeam
Date Founded
2013
Company Location
Lithuania
Company Website
www.wiseteam.eu/en/
Company Facts
Organization Name
Kantata
Date Founded
2008
Company Location
United States
Company Website
www.kantata.com
Categories and Features
CRM
Calendar/Reminder System
Document Storage
Segmentation
Task Management
Kanban
Collaboration Tools
KPI Monitoring
Milestone Tracking
Prioritization
Project Planning
Task Management
Time Tracking
Professional Services Automation
Billing & Invoicing
CRM
Client Portal
Collaboration Tools
Document Management
Portfolio Management
Project Management
Resource Management
Time & Expense Tracking
Project Management
Agile Methodologies
Budget Management
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 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
Work Management
Access Roles / Permissions
CRM
Calendar Management
Collaboration Tools
File Storage / File Sharing
Kanban
Messaging / Discussion
Project Management
Reporting / Analytics
Resource Management
Strategic Planning
Task Management
Time Tracking
Workflow Management
Categories and Features
AI PSA
Not specified
Business Intelligence
Budgeting & Forecasting
Performance Metrics
Profitability Analysis
Strategic Planning
Visual Analytics
Collaboration
Brainstorming
Chat / Messaging
Content Management
Document Management
Project Management
Task Management
Version Control
Financial Management
Budgeting & Forecasting
Consolidation / Roll-Up
Financial Reporting
Project Management
Revenue Recognition
IT Project Management
Bug Tracking
Issue Management
Milestone Tracking
Percent-Complete Tracking
Portfolio Management
Prioritization
Resource Management
Status Tracking
Supports Agile
Supports Scrum
Task Management
Testing / QA Management
Time & Expense Tracking
Professional Services Automation
Billing & Invoicing
Client Portal
Collaboration Tools
Document Management
Portfolio Management
Project Management
Proposal Generation
Resource Management
Time & Expense Tracking
Project Accounting
Not specified
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
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
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
Expense Tracking
Mobile Time Tracking
Multiple Billing Rates
Online Time Tracking
Time per Project Reporting
Timesheet Management
Vacation / Leave Tracking
Work Management
Access Roles / Permissions
Collaboration Tools
File Storage / File Sharing
Kanban
Messaging / Discussion
Performance Metrics
Project Management
Reporting / Analytics
Resource Management
Strategic Planning
Task Management
Time Tracking
Workflow Management