ConnectWise Manage vs Kantata

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Our analysts compared ConnectWise Manage vs Kantata based on data from our 400+ point analysis of PSA Software, user reviews and our own crowdsourced data from our free software selection platform.

Product Basics

ConnectWise Manage is a PSA tool for businesses in the IT sector that are seeking to develop consistency across the organization. It also enables users to manage accounts and other service-oriented tasks efficiently. The program contains centralized data as well as account information to increase internal visibility and to reduce duplicate work.

It aims to streamline elements such as billing, client communications, procurement and project management. It’s available to IT businesses of all sizes and can be deployed either on-premise or cloud-based.
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Kantata (formerly Kimble PSA) is a sophisticated software solution designed primarily for professional services automation (PSA), adept at managing tasks, resources, and projects efficiently. It is particularly well-suited for agencies, consulting firms, and service organizations seeking to streamline operations and enhance project delivery. One of the key benefits of Kantata is its ability to provide real-time insights into project performance, profitability, and resource utilization, enabling businesses to make informed decisions quickly. Among its popular features are project management, time tracking, invoicing, and financial management, all integrated into a user-friendly interface. When compared to similar products, users often highlight Kantata's comprehensive feature set and its flexibility in adapting to various business processes as significant advantages. Pricing for Kantata typically follows a subscription model, with costs varying based on the number of users and the specific features required, making it adaptable to both small and large organizations looking for scalable solutions.
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$25/User, Monthly
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Tailored to your specific needs
$45/User, Monthly
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Tailored to your specific needs
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Product Assistance

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Knowledge Base
24/7 Live Support
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Product Insights

  • Automation: ConnectWise Manage can streamline operations through its centralization of various workflows and its automation of tasks such as client contract management and notification of sales events like completed opportunities. 
  • Consistency: The program can ensure consistency by recording customer information from the time someone becomes a lead until the time an order is completed. Standardized onboarding can also be implemented to guarantee that customers receive the same level of service every time they engage with a certain business. 
  • Improved Customer Relationships: This solution can tailor sales materials to user groups based on data collected through ConnectWise Manage’s sales and marketing functionality. Also, by increasing the visibility of customer information across the company, customers can receive more individualized service that’s on track with historical requests and purchases. 
  • Boost Productivity: ConnectWise Manage can increase employee and operational productivity through the automation of tasks and the centralization of information. By freeing up staff workflows, time can be spent on other important tasks that don’t receive as much attention due to different needs being prioritized. Easy visualization of data can also increase productivity. With this, users don’t need to spend as much time searching for information and can spend more time using insights to inform action. 
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  • Team-Centric: Adjust around crucial processes to guarantee recurring and thriving project execution. The software offers project collaboration ensuing enhanced agility and customer satisfaction. 
  • Offers Guidance: Users are guided to make informed decisions that defend profitability and streamline resource usage from the data Kantata collects. 
  • Flexibility: Scale with business growth and adapt to the market. The cloud-based software is wholly configurable and the open API layer allows integration for a wide range of applications. 
  • Training Services: Users are offered training services as part of the integration process. Training sessions are utilized as the basis of end-user material that's tailored specifically to a user's organization. 
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  • Help Desk: ConnectWise Manage can track all ticket requests as they enter the system through different avenues, such as live chat, phone and email. ConnectWise Chat allows clients to enable instant online chat functionality and logs the information learned through these communications. The help desk feature also includes a customizable ticketing dashboard where users can view factors such as time-to-resolution history, team resources and total billable hours. 
  • Agreements: This tool automates the management of client contracts along with recurring billing parameters. Agreement templates are included in the system and can be customized to adjust factors such as support coverage and billing rates. The program can also help prioritize tickets based on client expectations. 
  • Account Management: ConnectWise Manage contains a centralized system where all customer interaction is stored, including purchases, communications, tickets and products so that reiterative information isn’t entered and the sales process can be streamlined. The program also develops standardized workflows for tasks such as client onboarding and ticket resolution to ensure a consistent customer experience. KPI and financial reporting are included to see where a customer stands financially with a company. 
  • Sales and Marketing: This program enables users to create and track sales opportunities. Campaign metrics such as links clicked and emails opened can also be monitored to assist with lead scoring. Customizable HTML email templates are available to help target specific groups. Automatic notifications of deals to close, opportunities that were won and agreements to renew keep sales teams up-to-date and ensure that nothing slips through the cracks. 
  • Procurement: ConnectWise Manage can sync up with QuickBooks easily to facilitate operations between accounting and inventory management. The program allows users to visualize materials and products that need to be ordered per set minimum stock levels. The solution can also adjust inventory count and manage inventory quantities. Information can be shared between sales and procurement to provide more visibility into the work of other departments. 
  • Time Tracking and Billing: The system tracks billable and non-billable hours and can allocate them to specific agreements and SLAs. Accountability tools are included in the program to make the process of obtaining approvals less of a hassle. Time on-site can also be tracked through the solution so that users can ensure that they are getting paid for all of the time that they spend working on a project. 
  • Project Management: Sales opportunities can be quickly converted into projects so that nothing slips through the cracks between workflows and so that project-related tasks can begin immediately. ConnectWise Manage also gives users visibility over different project aspects such as resources, roadblocks, timelines and statuses. Project templates can be customized and used to streamline project workflows and ensure consistency. 
  • Reporting: ConnectWise Manage’s reporting functionality includes the ability to see how many assets an organization has on-hand along with inventory levels. Inventory management costs can be calculated based on this information. Tickets can also be reviewed, assigned and closed through this tool. 
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  • Plan Accordingly: The foresight analytics accessory allows teams to plot future business performances. It also aids operational teams in managing routine resourcing and project management. 
  • Model Projects: Users can employ the proposal modeler tool on future projects to evaluate profitability with precision. Extensive project plans gauge components such as resource efforts, margins and expenses. 
  • Maintain Resources: The resource planning feature allows users to pinpoint the required skills and available resources for projects. It also offers accurate scenarios to maximize resources. 
  • Varying Modes of Delivery: Users can utilize various delivery methods, such as waterfall, agile and more, to give up-to-date expected efforts, costs and margins. The intelligent insights component detects risks and issues early so users can promptly take action. 
  • Generate Accurate Invoices: The billing engine element assures users that all revenues are invoiced in real-time to magnify cash flow and deplete debt. Invoices can be drafted with either step-by-step or batch processing. 
  • Build Customer Relationships: Users can use the CRM module to improve outcomes and forge stronger relationships with their clientele by connecting and partnering with them during project deliveries.  
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Product Ranking

#3

among all
PSA Software

#6

among all
PSA Software

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Analyst Rating Summary

85
88
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67
89
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Dashboard and Reporting
Time and Expense Management
Customer Relationship Management (CRM)
Platform Capabilities
Project Financials
Customer Relationship Management (CRM)
Dashboard and Reporting
Project Financials
Resource Management
Project Management

Analyst Ratings for Functional Requirements Customize This Data Customize This Data

ConnectWise Manage
Kantata
+ Add Product + Add Product
Customer Relationship Management (CRM) Dashboard And Reporting Mobile Capabilities Platform Capabilities Project Collaboration Project Financials Project Management Resource Management Time And Expense Management 96 100 67 93 80 86 82 73 100 100 100 89 82 80 100 93 100 88 0 25 50 75 100
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Analyst Ratings for Technical Requirements Customize This Data Customize This Data

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User Sentiment Summary

Good User Sentiment 811 reviews
Great User Sentiment 383 reviews
79%
of users recommend this product

ConnectWise Manage has a 'good' User Satisfaction Rating of 79% when considering 811 user reviews from 5 recognized software review sites.

85%
of users recommend this product

Kantata has a 'great' User Satisfaction Rating of 85% when considering 383 user reviews from 3 recognized software review sites.

2.8 (2)
n/a
3.9 (375)
4.3 (346)
n/a
4.28 (21)
4.1 (181)
3.7 (16)
4.4 (16)
n/a
3.9 (237)
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Awards

SelectHub research analysts have evaluated ConnectWise Manage and concluded it earns best-in-class honors for Time and Expense Management.

Time and Expense Management Award

SelectHub research analysts have evaluated Kantata and concluded it earns best-in-class honors for Customer Relationship Management (CRM) and Project Management.

Customer Relationship Management (CRM) Award
Project Management Award

Synopsis of User Ratings and Reviews

Abundant Features: ConnectWise Manage is equipped with a variety of features such as client communication, time tracking, ticketing, lead tracking, reporting, delivering purchase orders, quoting and more, according to 62% of users.
Integratable: Approximately 69% of users reported that ConnectWise Manage integrates with a vast amount of products including other ConnectWise solutions, Automate, Auvik, and LogicMonitor as well as certain sales and accounting solutions.
Arrange Client Information: Users remain organized by sorting client contact information, crucial documents, tickets and more, as reported by nearly 100% of users.
Highly Configurable: Roughly 57% of users reported that ConnectWise Manage is modifiable to align with their business needs.
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On-Par Customer Support: Approximately 94% of users say Kantata's customer support and/or designated software expert is efficient in providing resources and troubleshooting issues.
Effective Performance: The platform's speed and quality of performance is excellent, as stated by 66% of users.
Flexible: Nearly 80% of users reported Kantata as a flexible solution that is configurable to their business needs.
Features Aplenty: Kantata has an assortment of various accessories to streamline productivity and display the overall health of a project including data and analytics, project overview, time and expense tracking, quote management and more, according to 68% of users.
Useful Mobile App: Precisely 71% of users say the mobile app is proficient with timesheets and the ability to take photos of receipts.
Integratable: Kantata integrates with several programs including Peoplesoft Financials, Sage Intacct and resource management tools, as stated by 73% of users.
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Overwhelming Setup: When conveying how they felt about implementation, 42% of users stated that the setup tables are not user-friendly and there's an overwhelming number of customization choices.
Dated Interface: Approximately 71% of users conveyed that the interface is ugly, old and clunky compared to Zoho and Bullhorn. Users also report that there's a tough learning curve.
Inconsistent Customer Support: ConnectWise Manage's customer support is on a hit-or-miss basis, according to 90% of users. Some customer support agents allocate the best solutions and some don't. There's also a slow response time in offering the ideal troubleshooting resources.
Lagging Mobile Capabilities: Roughly 100% of users stated that ConnectWise Manage's mobile app does not match with its desktop or cloud counterparts.
High Price Tag: The overall cost of the system combined with its varying levels of support comes with a high price tag according to approximately 100% of users.
Slow as Molasses: Precisely 100% of users say ConnectWise Manage has a slow loading time when performing various tasks, including opening the right help tickets.
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Steep Learning Curve: Kantata's extensive customization options and complex interface can be overwhelming for new users, leading to a prolonged onboarding process and potential frustration.
Resource Management Challenges: Some users find it difficult to effectively manage resources and allocate tasks due to limitations in resource forecasting and scheduling tools.
Reporting Limitations: Generating customized reports or accessing real-time data insights can be cumbersome, requiring manual effort or workarounds.
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ConnectWise Manage is an effective PSA tool capable of executing job costing, time tracking, ticketing, project management, sending purchase orders, connecting to machinery and more. It integrates with accounting, sales, other ConnectWise software and more in addition to keeping users organized by sorting client information, tickets and more. Although ConnectWise Manage occasionally lags in performance, has a high pricing plan, a scattered customer support base and a clunky interface, most users believe it's worth every penny.

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Overall, users find Kantata a robust PSA program with an extensive amount of features such as quote management, capital management, time and expense tracking, reporting, invoicing, project overview and more. It's configurable, so users may adjust it to fit their business practices. It's built on Salesforce and integrates with Peoplesoft Financials, Sage Intacct and separate resource management applications. Customer support and designated software experts offer helpful troubleshooting techniques and resources. Although the user interface is a bit difficult to master and the implementation process is long, most users believe Kantata is well worth it.

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