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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 Accelo

Accelo is used and loved by professional service businesses around the world to manage their client work, profitably. The end-to-end cloud-based platform manages all aspects of client work delivery, from prospect to payment, including sales, projects, tickets, retainers, timesheets, resourcing and more, regardless of where you are.

With an emphasis on time and money, the client work management platform gives you a holistic view of your most up-to-date business data and financial performance. Having client communications, activities and work centralized in a single platform, you always know where things are without having to ask for a status update.

Accelo streamlines workflows and increases efficiency across the business and teams to enhance visibility and coordination, helping leaders to run the business and professionals to focus on the most important work. By harnessing powerful automation, managers are enabled to deliver projects on-time and within budget with ease. Accelo's up-to-date and secure analytics gives leaders the confidence to make smart decisions, ensuring the growth and prosperity of the business.

About Harmony PSA

Born in the cloud, with a responsive user interface and a commercial model designed to future-proof your business. The best professional services automation software on the market. Harmony is the next generation of PSA tool that delivers:

  • Real-time, profitability insights - Enables business systems analysis. Get insight into your PSA data with a reliable CRM system
  • Unrivaled flexibility - The cloud-based professional services automation software that adapts to your needs
  • Work on any device, on the go - Cloud-based professional services automation software, allowing you to work anywhere
  • Unparalleled Service desk - Deliver exceptional customer service. Leverage the full power of your services organization. Don't be limited by free help desk software
  • Powerful project and resource management - Manage your human resources more effectively and keep on top of your customer data. Get ERP system insight in an easy to use tool
  • Highly automated billing - Empower your sales team by simplifying your sale processes and customer relationship 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

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

  • 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

  • Accelo transforms the way professional service businesses manage client work to improve their performance and profitability.

  • Accelo helps manage all aspects of client work to improve the performance and double the profitability of professional service businesses.

  • Centralizing all client work in one cloud-based platform, Accelo brings together tasks, schedules, projects, communications and more, boosting coordination, visibility and efficiency.

  • By harnessing powerful automation, Accelo makes it easy for leaders and professionals to deliver successful client work, on-time and within budget.

Summary

    No key features associated with this application.

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

Plus

$24.00
1 User / Per Product / Per Month
Included in plan:
  • Client & Contacts Database
  • Microsoft 365 and Google Contact Synchronization
  • Microsoft 365 and Google Calendar Synchronization
  • Tasks & Checklists
  • Task Boards
  • Client Email Sync
  • Client Activity Feed
  • Smart Timesheets
  • Desktop & Mobile Timers
  • Files & Attachments
  • Client Requests & Shared Inbox
  • Client Asset Database
  • Custom Fields & Tags
  • iOS and Android Apps
  • Standard Security (Encryption)
  • Community Support
  • Email Support (3 Business Days)
  • _
  • Product Licenses include:
  • _
  • Sales & Quotes (Plus)
  • Projects (Plus)
  • Tickets (Plus)
  • Retainers (Plus)
  • Billing (Plus)
  • Reports ($12.00)

Premium

$39.00
1 User / Per Product / Per Month
Included in plan:
  • Everything in Plus, in addition to:
  • Dynamic Resource Scheduling
  • Scheduling & Workload Dashboard
  • Profitability & Utilization Dashboards
  • Resource Booking
  • Rules & Triggers
  • Activity Templates
  • Work Templates
  • Approvals
  • Signoffs
  • Client Portal
  • Divisions
  • Custom Statuses & Workflows
  • Materials & Expenses
  • Formulas & Calculated Fields
  • Branded Workspace
  • Email Support (2 Business Days)
  • _
  • Product Licenses include:
  • _
  • Sales & Quotes (Premium)
  • Projects (Premium)
  • Tickets (Premium)
  • Retainers (Premium)
  • Billing (Premium)
  • Reports ($12.00)

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

    What are some applications this service is commonly used in tandem with?
  • Accelo is commonly used in tandem with Email and Calendar services such as Google Workspace, Microsoft 365 and Microsoft Exchange, Marketing Automation platforms such as HubSpot and MailChimp, as well as Accounting platforms such as QuickBooks Online and Xero.

  • Does this service offer guides, tutorials and or customer support?
  • Accelo offers a robust user guide, video tutorials and a very active customer success and technical support team who are available around the clock to provide personalized implementation, onboarding and customer support.

  • What is this service generally used for?
  • Accelo transforms the way professional service businesses manage client work to improve their performance and profitability.

  • Who are the main user groups of this service?
  • Accelo is ideal for professional service businesses (including agencies, consultancies and accountancies), and is used by team members, people and project managers, and business executives.

  • Does this service offer multi-user capability (e.g. teams)?
  • Accelo is built for teams of all shapes and sizes with a focus on collaboration, communication and visibility.

  • Does this service offer an API?
  • Accelo provides two different APIs - a Forms API that makes it easy for people to get data into their Accelo account without the need for any server-side programming, and a full-scale RESTful API which allows developers to write full applications that interact with Accelo using their own code.

  • Does this service integrate with any other apps?
  • Accelo offers integrations with:
    - Google Workspace
    - Microsoft 365
    - Microsoft Exchange & Microsoft Outlook
    - Xero
    - QuickBooks Online
    - HubSpot
    - Mailchimp
    - Salesforce
    - Zapier
    - Stripe
    - Authorize.net
    - PayPal
    - JIRA
    - NinjaRMM
    - N-Able
    - Continuum
    - Kaseya
    - Zendesk
    - Microsoft Power BI
    - BrightGauge
    - Expensify
    - Gusto
    - HubSpot Partner Portal
    - Practice Ignition
    - Google Analytics

  • What platforms does this service support?
  • Accelo is web-based and can be accessed by any web browser along with native mobile apps on iOS and Android.

FAQs

    No FAQs associated with this application.

Vendor Information

Founded:
2008
Based in:
Irvine
Employees:
201-500
Likes:
Followers:
11.2k

Vendor Information

Founded:
-
Based in:
-
Employees:
-
Likes:
Followers:
3.17k

Vendor Information

Founded:
-
Based in:
-
Employees:
-
Likes:
Followers:

Other

Who uses Kantata
  • Startups
  • SMEs
  • Agencies
  • Enterprises
Desktop Platforms:
  • Web App
Languages:
English
Regional Restrictions:
serves English speaking countries

Other

Who uses Accelo
  • Startups
  • SMEs
  • Agencies
Desktop Platforms:
  • Web App
Mobile Platforms:
  • iOS
  • Android
Languages:
English
Regional Restrictions:
No restrictions.

Other

Who uses Harmony PSA
  • Startups
  • SMEs
  • Agencies
  • Enterprises
Desktop Platforms:
  • Web App
Languages:
English
Regional Restrictions:
No restrictions.
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