
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.
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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.
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Webasyst Teamwork
Webasyst Teamwork is a versatile task-tracking application designed for teams ranging from 2 to 100 members. It enables the assignment of tasks to team members, effective project management, and crucial deadline oversight to ensure that productivity remains high, guaranteeing that no task goes unaccounted for.
The task management interface is straightforward, featuring sections like "Inbox" and "Outbox," along with designated subjects and assignees. Each team member views only the tasks assigned to them within their inbox, making navigation intuitive even for those unfamiliar with similar tools. You can categorize tasks into distinct projects and scopes, with the necessity that each task meets its deadline. The kanban board offers a visual representation of the workflow status, all accessible on a single screen.
Team collaboration is facilitated directly within the task tracker, where members can discuss tasks by adding comments, files, or links to other related tasks. If the available statuses, projects, or scopes are insufficient, you can further organize tasks by tagging them with hashtags. Moreover, with the launch of Webasyst Mobile Apps for both Android and iOS, you can manage your tasks seamlessly from anywhere, ensuring that your team's productivity is never compromised. This mobile capability enhances flexibility and accessibility for users on the go.
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Pursuit
Pursuit is a groundbreaking CRM specifically crafted for construction estimators, bringing together customer interactions, correspondence, bid timelines, and project successes within a unified platform. This tool seamlessly integrates bid documents, takeoffs, and emails into a singular Project Brain, where vital materials like drawings, specifications, soil reports, and communications are meticulously organized within a collaborative environment, facilitating automatic connections. Users can effortlessly drag and drop various files such as PDFs, specifications, emails, and takeoff exports, which are subsequently indexed and linked to crucial project references, guaranteeing that essential data like frost depth is aligned with its corresponding specification, deadlines are automatically synchronized with the calendar, and inquiries about scope, quantities, and timelines are addressed with exact page citations instead of ambiguous estimates. Rather than applying a one-size-fits-all sales funnel to the construction sector, Pursuit caters specifically to the distinct requirements of construction bidding, adeptly managing bid dates, RFQs, vendor quotes, follow-ups, hit rates, and all types of correspondence, while empowering estimators to retain control over their workflows. This customized methodology significantly boosts efficiency and precision, ultimately revolutionizing how construction professionals navigate their bidding processes and enhancing overall project management.
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