Everything an MSP needs – all in one place. HaloPSA is a flexible, configurable software that automates processes across your business.
Service Desk - Flexible, automation driven service desk functionality.
Contracts - Configurable contracts to fit exactly how you wish to bill customers.
Billing - Effectively and easy billing to automate invoices to customers.
CRM - Create, track and close new customers and gain transparency over existing accounts.
Stock - Connect your customers with goods in a new way that removes friction from procurement.
Billable Time Tracking - Accountable and automated time tracking that designed to simplify the billing process.
Projects - Plan, track and organise teams in a single place that drives work forwards.
Reports - Brilliantly configurable reporting that automates your understanding of key insights into your business.
About Kantata
The Kantata Professional Services Cloud is purpose-built for professional services orgs to unify their project management, finances, task collaboration, resource allocation, work management and professional services automation.
Kantata offers superior visibility into every aspect of user's business and projects. Kantata is advanced software that helps businesses boost profitability by integrating all the needs of a professional services organization.
All project-specific collaboration, file sharing and communication is visible only to users invited to participate in those projects, allowing administrators to choose which users have access to certain areas.
About Productive
Productive is the only tool you need to run a profitable agency. Tailor built for professional services, it's a perfect fit for software development shops, marketing agencies, design studios and consultancies. With a strong focus on profitability, Productive factors in employee cost rates and company overhead costs into its profitability reports.
Features:
Sales pipeline
Resource planning
Time tracking
Project management
Billing and invoicing
Reporting
Features
API
Billing/Invoicing
Budgeting
Data Export
Data Import
Expense Tracking
External Integrations
Forecasting
Inventory Tracking
Multi-User
Notifications
Project Management
Scheduling
Task Scheduling/Tracking
Time Management
Resource Management
Workflow Management
Features
API
Billing/Invoicing
Budgeting
Data Export
Data Import
Expense Tracking
External Integrations
Forecasting
Inventory Tracking
Multi-User
Notifications
Project Management
Scheduling
Task Scheduling/Tracking
Time Management
Resource Management
Workflow Management
Features
API
Billing/Invoicing
Budgeting
Data Export
Data Import
Expense Tracking
External Integrations
Forecasting
Inventory Tracking
Multi-User
Notifications
Project Management
Scheduling
Task Scheduling/Tracking
Time Management
Resource Management
Workflow Management
Summary
No key features associated with this application.
Summary
Financial Management: Accurately track time and expenses, bill and invoice, and integrate with QuickBooks.
Timeline Management: Instant Gantt Charts show project timeline and indicate scope of project, keeping you on task for project delivery.
Resource Management: Assign and allocate team members to projects, and use utilization reports to identify team member availability.
Analytics and Reporting Capabilities: Analyze revenue and margin projections with margin analysis features, work-in-progress reports, and job cost projections.
Advanced Project Management: Collaborate better with team members and clients using activity feeds, task tracker, file sharing and status updates.
Summary
Consolidate data in one agency management system
Run projects from prospect to payment and everything in between
Use one tool for complex budgeting and resource planning
Have a single source of truth for all your financial data, leads and budgets
Monitor the state of your budgets and profit margins in real time
Save time by generating invoices using tracked billable time
Create more accurate schedules for optimal utilization rates
Use placeholders to create scenarios for hiring additional staff or contractors
Switch from multiple tools and spreadsheets to one scalable agency management system
Pricing
Credit card required: No
Kantata offers multiple license types with flexible packaging to meet your unique needs.
To receive accurate pricing information, contact Kantata directly.
Pricing
Essential
$9.00
1 user(s) / month
Included in plan:
Budgeting
Project & task management
Docs
Time tracking
Expense management
Reporting
Time off management
HRIS integrations (Paid addon)
API access
Monthly or annual subscriptions
Professional
$24.00
1 user(s) / month
Included in plan:
Everything in Essential, plus:
Invoicing integrations
Recurring budgets
Teams
Advanced task management
Advanced reports
Advanced time off management
5 account-level custom fields
Billable time approvals
Rate cards
Time off approval flow
Ultimate: Let's Talk
$0.00
1 user(s) / month
Included in plan:
Everything in Professional, plus:
Revenue forecasting
Multiple subsidiaries
Expense approvals
Hubspot integration
Advanced time tracking
Advanced custom fields
Overhead calculation
Schedule insight sending to email or Slack
Enforce SSO or 2FA
Webhooks
Enterprise: Let's Talk
$0.00
1 user(s) / month
Included in plan:
Everything in Ultimate, plus:
Optional 3-month Slack support
Dedicated account manager
Eligible for on-premise onboarding
Quarterly, Annual and bi-annual subscriptions
Volume based discount
Custom number of limited objects (Custom Fields, Task Workflows, Rate Cards…)
FAQs
No FAQs associated with this application.
FAQs
What are some applications this service is commonly used in tandem with?
This service is commonly used in tandem with Google Apps and Salesforce.
What is this service generally used for?
It is generally used for resource management, project management, financial management, and task collaboration.
Does this service integrate with any other apps?
Kantata integrates with multiple other platforms like Google, Salesforce, Jira, and more - so a user's business can work the way it needs in order to be successful.
Does this service offer an API?
Kantata's API provides easy access to most of the data model. Most internal Kantata development is performed on top of the public API. The Kantata API supports the OAuth 2 authorization model for secure, user-based access.
Who are the main user groups of this service?
Top industries that use Kantata include advertising/marketing, management consulting, IT services, software & hi-tech, graphic design, architectural, and engineering.
What platforms does this service support?
Mac, Windows, Web-based, Mobile Web App.
Does this service offer multi-user capability (e.g. teams)?
They offer multi-user projects and workspaces.
Does this service offer guides, tutorials and or customer support?
Support: Email, FAQ, Forums, Instructional Videos, Knowledge base, Live chat
FAQs
Does this service integrate with any other apps?
Jira
HubSpot
Xero
Google Calendar
Exact
Zapier
Slack
Outlook/Microsoft Calendar
QuickBooks
Fortnox
Visma e-conomic
CPP
Sage
Personio
CharlieHR
BambooHR
Factorial
Humaans.io
Breathe
SAP SuccessFactors
Lucca
Gusto
AlexisHR
ADP Workforce Now
Justworks
HiBob
RipplingHR
What are some applications this service is commonly used in tandem with?
Jira
HubSpot
Xero
QuickBooks
Exact
Zapier
Slack
Google Calendar
Outlook/Microsoft Calendar
Who are the main user groups of this service?
The main users are professional services companies and agencies. Companies like software development agencies, marketing agencies, design studios and consultancies can directly benefit from Productive.
Does this service offer multi-user capability (e.g. teams)?
Yes.
Does this service offer guides, tutorials and or customer support?
Yes.
What platforms does this service support?
Productive is web based. It works on OSX, Windows, Android and iOS.
Does this service offer an API?
Yes, Open API and Webhooks.
What is this service generally used for?
Productive is used for managing an agency. It covers everything an agency needs to run its projects from start to end. It's used for managing new opportunities, planning capacity of teammates on existing projects, tracking time, billing, collaboration and reporting.
Vendor Information
Founded:
-
Based in:
-
Employees:
-
Likes:
Followers:
Vendor Information
Founded:
2008
Based in:
Irvine
Employees:
201-500
Likes:
Followers:
11.2k
Vendor Information
Founded:
-
Based in:
-
Employees:
-
Likes:
Followers:
226
Other
Who uses HaloPSA
Startups
SMEs
Agencies
Enterprises
Desktop Platforms:
Web App
Windows
Macintosh
Mobile Platforms:
iOS
Android
WinPhone
Blackberry
Languages:
English, Spanish, Czech, Danish, German, French, Italian, Portuguese, Polish, Swedish
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