heroBI vs. deals&projects

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.

Your team didn't sign up to spend half their day copying context from one app to another. But that's exactly what happens when you run projects in one tool, docs in another, chat somewhere else, and goals in a spreadsheet nobody opens. Every switch costs focus. Every silo hides information. Every disconnected tool makes your org a little slower, a little dumber. ClickUp was built to end that cycle entirely. It's not a bundle of acquired products duct-taped together. It's a single platform engineered from day one so that tasks, documents, conversations, goals, time tracking, whiteboards, and AI all operate on one shared foundation. When someone updates a task, the doc reflects it. When a goal progresses, everyone sees it. When an AI Agent completes work at 3am, the context is already there for your team in the morning. The AI isn't a gimmick bolted onto a legacy product. ClickUp Brain is native intelligence threaded through everything: it writes, summarizes, triages, answers questions about your workspace, and powers autonomous Agents that handle entire workflows without human intervention. Customize anything. Build views (List, Board, Gantt, Timeline, Calendar, Workload, Table, and more), create automations with custom logic, define hierarchies that match how your org actually works, and set permissions down to the field level. Over 1,000 integrations connect your existing tools without adding complexity. GitHub, Slack, Google Drive, Figma, Salesforce, HubSpot, Zoom, and hundreds more feed into one system of record. Security and scale are non-negotiable: SOC 2 Type II, SSO/SAML, custom roles, audit logs, 99.9% uptime SLA. From a five-person startup to a 50,000-seat enterprise, same platform, no migration required. The era of scattered tools is over. One platform. Everything connected. Start free today, no credit card required.

Elevate 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.

Float 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.

Project management has reached a high level of efficiency, and Zoho Projects, a cloud-based software solution, enhances this by enabling effective planning and tracking of your work. With the ability to collaborate with your team from any location, you can ensure that your projects stay on schedule by organizing activities, allocating tasks, managing resources, and enhancing teamwork. Utilizing Gantt charts within Zoho Projects allows you to develop a comprehensive project plan while monitoring task progress. This software not only helps you keep an eye on crucial tasks and their interdependencies but also alerts you to any discrepancies from your intended timeline. By minimizing the time spent on repetitive activities, Zoho Projects streamlines your workflow, making it user-friendly regardless of the complexity of your processes. Its intuitive drag-and-drop interface simplifies the creation and implementation of new automations. Additionally, the Projects timesheet feature enables you to log both billable and non-billable hours, accurately capturing every moment of your labor through manual entries or timers. Furthermore, its seamless integration with Zoho Invoice facilitates effortless invoice generation, ensuring that all your hard work is properly compensated. This comprehensive approach to project management not only enhances productivity but also fosters better communication within your team.

Project 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.

Runn is an innovative platform for real-time resource management that features integrated time tracking and robust forecasting abilities. Effortlessly plan your projects and allocate resources by scheduling project phases, milestones, and time off. Switch seamlessly between monthly, quarterly, and semi-annual views to strategize for both immediate and future needs. Gain a comprehensive overview of your entire organization, allowing you to effectively manage changes in capacity, workload, and availability as you develop your plans. Runn transforms resource management into a dynamic and visual experience through a centralized, shared interface. You can delve deeper into specific roles, teams, and tags to analyze trends and pinpoint groups that may be overbooked. Additionally, you can outline potential projects to assess how your plans could evolve as work gets confirmed. Monitor project progress, view forecasts, and access crucial metrics with Runn, including utilization rates, project variance, and overall financial health. Utilize the platform's built-in timesheets to keep track of project advancements efficiently. Runn also offers integrations with Harvest, WorkflowMax, and Clockify, and through its API, users can create custom integrations to connect Runn to their preferred tools, enhancing workflow and productivity even further. This versatility makes Runn a vital asset for teams looking to optimize their resource management and project planning processes.

DeskTime is a 100% automated time tracking and workforce management solution that helps businesses transition from manual guesswork to data-driven growth. Designed for remote, hybrid, and office-based teams, it eliminates the administrative burden of timekeeping while boosting team productivity by up to 30%. 🚀 ⚡Automation That Works in the Background The core advantage of DeskTime is its "set-it-and-forget-it" approach. The software launches the moment a computer starts, providing an accurate record of arrival and departure times without requiring employees to toggle manual timers. This ensures 100% accurate data for payroll and eliminates the risk of human error. ⏱️ 📊Performance & Productivity Insights DeskTime doesn’t just track hours—it analyzes performance. It automatically categorizes applications and URLs into "Productive" and "Unproductive" groups, enabling managers to view real-time efficiency scores and identify potential burnout before it occurs. 📈 📅Full-Cycle Workforce Management Simplify your HR operations with integrated tools: ✅ Shift Scheduling: Plan and assign work shifts directly in the app to ensure coverage and avoid overstaffing. ✅ Absence Calendar: Centralize leave management. Track vacations, sick days, and business trips in a single view. ✅ Project Tracking: Assign time to specific projects and tasks for transparent client billing and precise project costing. ✅ In-Depth Reporting: Generate customizable reports and exports for payroll, audits, or executive summaries. 🔒 Security and Privacy by Design DeskTime is built with enterprise-grade security, including ISO 27001 certification and GDPR compliance. Features like "Private Time" mode and optional blurred screenshots ensure that employee privacy is respected while maintaining high standards of accountability. 🛡️ Transform your team's workflow and regain control over your most valuable resource with DeskTime.

Bridgit is the leading AI workforce planning software built exclusively for construction. Founded with a simple mission — to help the construction industry maximize profits by taking a people-first approach — Bridgit has become the definitive workforce planning platform for top ENR-ranked contractors across North America. Construction's biggest challenge isn't winning work. It's having the right people ready to deliver it. Between pursuits, awarded projects, and active work across multiple offices, the moving parts within workforce planning are endless. Spreadsheets create blind spots, disconnected tools slow decisions, and last-minute scrambles put both margins and people at risk. Bridgit solves this by giving operations leaders one clear, real-time view of their entire workforce — so they can plan proactively instead of react constantly. Bridgit is a complete workforce planning solution built hand-in-hand with general contractors. It centralizes project pipelines, people data, skills, certifications, utilization, and forecasting in a single platform — replacing the whiteboards, spreadsheets, and gut-feel decisions that have defined the industry for decades. Bridgit AI layers on intelligent staffing recommendations and experience-based matching, helping teams put the right person on the right project, every time. Trusted by over 40% of the ENR 400 — including Balfour Beatty, Skanska, Ryan Companies, and Rogers-O'Brien — Bridgit integrates seamlessly with Procore, Autodesk Construction Cloud, Salesforce, BambooHR, Unanet, and more. Recently expanded to serve specialty contractors with purpose-built Labor Forecasting and Crew Management capabilities, Bridgit now supports the full construction workforce from the GC's office to the trades in the field.

TimeControl 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.