Kantata
6.2#32 in capacity planning softwareAndroidiOSWebAPI
Visit| Fact | Kantata | Microsoft Dynamics 365 Sales |
|---|---|---|
| AI features | The AI Expertise Engine learns from engagements, while the Expertise Agent and business intelligence features provide contextual actions, answers, and predictive forecasts. | Yes |
| Headquarters | Irvine, California, United States | Redmond, Washington, USA |
| Integrations | Kantata lists Salesforce, Avalara, NetSuite, Slack, Sage, Microsoft 365, QuickBooks, Xero, HubSpot, Expensify, Jira, BambooHR, and Concur among its integrations. | Microsoft documentation lists integrations with Microsoft Teams, Exchange Online, SharePoint, and LinkedIn Sales Navigator. |
| Product | Kantata is an AI-powered professional services automation platform for forecasting, delivery, resourcing, and financials. | Dynamics 365 Sales is a CRM solution that helps sales teams close deals and improve team productivity. |
| Security | Kantata’s Trust Center says it safeguards customer data and privacy and adheres to applicable laws, regulations, and industry standards. | Sales data is stored in Dataverse and, for certain features, Azure resources; Microsoft says the data can be protected with Customer Lockbox and encrypted with customer-managed keys, with conversation intelligence exceptions. |
It suits project-based professional services organizations, including consultancies and agencies, as well as mid-size and enterprise companies managing delivery, staffing, and finances.
You want what its maker publishes above — check its page for the details.