AgentExchange

Help & Support

Elevate Your Agents with AgentExchange Solutions
Easily enhance Agentforce with pre-built AI solutions from AgentExchange. Browse, install, and deploy agents, actions, and apps directly into your environment. Tell Me More

Have Questions?

Kantata OX (Formerly Mavenlink)

Kantata OX - Project Delivery, Collaboration, and Resource Management

Overview

See How Kantata OX (Formerly Mavenlink) Works

  • It’s time your sales cloud met the leading industry cloud for professional services. Kantata OX integrates natively with Salesforce, delivering actionable insights at each project stage, including resource utilization, burn rate, and percentage complete.

  • Build stronger relationships and drive repeat business with this cross-platform integration. The Kantata OX connector lets delivery teams start right away with all the information they need.

  • Let Kantata OX simplify the business lifecycle. Gain real-time visibility into project status and health from the Salesforce Opportunity.

Save time as Salesforce Opportunity stages trigger the creation of Kantata OX projects. Plus, simplify proposals by pushing scoped budgets and quotes into Salesforce from Kantata OX. Improve alignment and communication between sales and delivery teams with two-way sync between Salesforce Chatter and the Kantata OX Activity Feed. Features Include: • Shared workspace • Resource Management • Task planning • Task scheduling • Task tracking • Third party integration • Timesheets • Budgeting and forecasting • Drag & drop interface • Time & expense tracking • Open API • Critical path • Business intelligence • Project estimating • Performance reports • Task management • Collaboration tools • Project management • Time tracking by project • Accounting integration • Ad hoc reporting • Collaborative review • Collaborative workspace • CRM integration • Estimating • File sharing • Financial reports • Forecasting • Gantt charts • Multiple billing rates • Multiple projects • Planning tools • Profitability analysis • Progress reports • Progress tracking • Project Accounting • Project planning • Project templates • Project time tracking

Categories

Business Needs
Project Management
Industries
Professional Services
Media & Entertainment
Features
No Limits
This product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in Help
Lightning Ready
Optimized for Salesforce orgs that use Lightning Ready.
Managed Package
This product is installed in your Salesforce org as a managed package and receives automatic upgrades.
No Limits
Lightning Ready
Managed Package

More from

  • Kantata SX (formerly Kimble PSA) brings comprehensive resource management & project management capabilities to the Salesforce platform, giving you a unified solution that makes service delivery more predictable and more profitable.
  • No Ratings
    Kantata’s CPQ Connector enables your professional services organization to intuitively connect Kantata with Salesforce Revenue Cloud to optimize the delivery of services.