The best alternative to Kantata
Kantata means enterprise complexity requiring consultants. Tallyfy means simple, scalable processes.
- Run processes not projects - Uniquely better
- Design - We invented Workflow Made Easy ®
- Support - Get expert 1:1 help free - for life
People ❤️ Tallyfy
Simple for everyone. Robust for champs.
"Tallyfy has been transformative for us. It's reduced manual errors, sped up processes like onboarding, and helped us document workflows that are critical as we grow. The ability to track tasks and aggregate them in one place saves us so much time and ensures that nothing falls through the cracks.
"We can finally delegate work with confidence and focus on growing the business.
"A paper-based approval for critical purchases could take a couple of days before if someone was waiting for a director to be available for a signature. Now approvals are often completed in minutes.
"Tallyfy is intuitive, fun and visually appealing. We can quickly gather every detail we need from our client in order to finish it on time. All the documents, specific details and comments are in one place.
"It has become a regular thing that people say 'put that in Tallyfy'. They know it by name. It has become the executive approval tool for our company. We have bi-weekly Tallyfy calls where we review what needs approval and what is pending - it keeps everyone aligned.
"It used to take us two days to run monthly client campaigns, now, with the help of Tallyfy, we complete them in just a few hours!
"Tallyfy is a very reliable way to delegate and track tasks with confidence. It has taken the guesswork out of the equation and has helped our team focus on delivering a service within deadlines. Thank you for making my life much easier!
"Our clients and team sail through the Tallyfy process - there is no need for clients to log in, there is one link for everything they need to do, everything saves in real-time - it all works incredibly well! I can't imagine scaling our agency without Tallyfy.
"Tallyfy transformed how we manage client onboarding and policy renewals. It eliminated inefficiencies, reduced meeting times from hours to minutes, and helped us avoid costly penalties by automating key processes. We now have full visibility over tasks, and I no longer need to chase down updates - it's all right there.
"Tallyfy has revolutionized how we manage our marketing projects at West Community Credit Union. It allows us to quickly launch tailored campaigns and track every moving part, ensuring nothing falls through the cracks. The ease of creating flexible, repeatable processes has saved us significant time and improved team collaboration.
"With Tallyfy, we have seen clarity in our processes as well as any bottlenecks. Tallyfy would be a good fit for any company that has a design, approval and implementation process that needs to have a quick turn around and that is growing fast.
"Tallyfy has helped our team streamline the efficiency of our processes. We now have smooth processes from beginning to end - without any steps being forgotten or skipped.
"If you want to be efficient and scale your business then Tallyfy is the way go. There is no question about it.
"Routing multiple documents is far quicker and there's immediate accountability and oversight. After switching to Tallyfy, routing documents and layouts went from taking over a week to taking just 2-3 days.
"Tallyfy has been transformative for us. It's reduced manual errors, sped up processes like onboarding, and helped us document workflows that are critical as we grow. The ability to track tasks and aggregate them in one place saves us so much time and ensures that nothing falls through the cracks.
"We can finally delegate work with confidence and focus on growing the business.
"A paper-based approval for critical purchases could take a couple of days before if someone was waiting for a director to be available for a signature. Now approvals are often completed in minutes.
"Tallyfy is intuitive, fun and visually appealing. We can quickly gather every detail we need from our client in order to finish it on time. All the documents, specific details and comments are in one place.
"It has become a regular thing that people say 'put that in Tallyfy'. They know it by name. It has become the executive approval tool for our company. We have bi-weekly Tallyfy calls where we review what needs approval and what is pending - it keeps everyone aligned.
"It used to take us two days to run monthly client campaigns, now, with the help of Tallyfy, we complete them in just a few hours!
"Tallyfy is a very reliable way to delegate and track tasks with confidence. It has taken the guesswork out of the equation and has helped our team focus on delivering a service within deadlines. Thank you for making my life much easier!
"Our clients and team sail through the Tallyfy process - there is no need for clients to log in, there is one link for everything they need to do, everything saves in real-time - it all works incredibly well! I can't imagine scaling our agency without Tallyfy.
"Tallyfy transformed how we manage client onboarding and policy renewals. It eliminated inefficiencies, reduced meeting times from hours to minutes, and helped us avoid costly penalties by automating key processes. We now have full visibility over tasks, and I no longer need to chase down updates - it's all right there.
"Tallyfy has revolutionized how we manage our marketing projects at West Community Credit Union. It allows us to quickly launch tailored campaigns and track every moving part, ensuring nothing falls through the cracks. The ease of creating flexible, repeatable processes has saved us significant time and improved team collaboration.
"With Tallyfy, we have seen clarity in our processes as well as any bottlenecks. Tallyfy would be a good fit for any company that has a design, approval and implementation process that needs to have a quick turn around and that is growing fast.
"Tallyfy has helped our team streamline the efficiency of our processes. We now have smooth processes from beginning to end - without any steps being forgotten or skipped.
"If you want to be efficient and scale your business then Tallyfy is the way go. There is no question about it.
"Routing multiple documents is far quicker and there's immediate accountability and oversight. After switching to Tallyfy, routing documents and layouts went from taking over a week to taking just 2-3 days.
Tallyfy vs. Kantata
Which tool is right for you?
Honest comparison to help you make the right choice
Tallyfy is best for
- Teams escaping enterprise complexity that needs armies of consultants
- Professional services firms with repeatable delivery processes
- Operations teams wanting simple process automation without PSA overhead
- Organizations evolving from ad-hoc projects to systematic operations
Kantata may be better for
- Large professional services firms needing resource management
- Organizations requiring complex billable time tracking
- Salesforce-native teams needing PSA capabilities
- Firms with 50+ seats and dedicated operations staff
Here's why people don't like Kantata
This is third party content sourced from the public web. You can verify this content if you wish. See our disclaimer and citations section below.
" The implementation was not well executed. We basically had to figure it out on our own. The "integrations" through their integration tool are very poorly built and the tool is terrible. It gets the basics right but more advanced features like the Insights reporting add on are poorly executed.[1] "
" The platform is a complete failure. It's terrible. Training during implementation was not good. We've learned more on our own in a few classes. Time entry is weak and poorly designed. Lacks subprojects. User permissions are all or nothing in most cases.[2] "
" It's very frustrating when you need to allocate the same amount of time per user across a long period. You have to go in individually to each week to add that time. Interface is sluggish and lacks real time reporting. With the price tag, the team is forced to learn it and integrate it themselves which in turn results in improper use of the tool.[3] "
" The product is very complex and requires a steep learning curve. Certain features are very difficult to use.[4] "
" What I like the least about Kantata is their customer support service isn't the greatest and the software has days where it runs slowly.[5] "
" I don't like the limitations on setting boundaries on projects. Kantata requires much more manual work than our last CRM in the invoicing and expense categories. There are some things that just don't make sense to me, like having the ability to mark expenses as paid. We've had to create a tracking system outside of Kantata in order to deal with expenses. I also don't like that administrators can't update/edit expenses. ...[6] "
" Customer support doesn't always understand the ask fully, and often need to get referred higher up. Insights/Reporting is a powerful tool, but lacking some of the training to go with it and how best to use. ...[7] "
" The only dislikes I have now are the fact that checklist items don't have to be checked off to mark a task complete, the system doesn't send out follow-up or reminder notifications/emails to remind members when a due date is coming up, if a due date is missed, or if a comment/tag hasn't been responded to in a certain amount of time. Finally, the mobile platform/site is not good.[8] "
" Kantata is overpriced for what it delivers. The reporting features are clunky and the user interface feels outdated. We switched to a different solution after struggling with it for months. The learning curve was steep and customer support was unhelpful when we needed guidance.[9] "
" The biggest issue with Kantata is the lack of intuitive design. Simple tasks take multiple steps and the workflow doesn't feel natural. Integration with other tools is limited and often requires workarounds. For the price point, we expected much better functionality.[10] "
" The expense report tool doesn't work for organizations with global employees because Mavenlink only calculates expenses in a single currency, making it problematic for companies with international operations. This is a significant limitation for any business operating across borders.[11] "
" The platform is laggy, particularly when we have a lot of users in at once. It is cumbersome and tough to get reporting out of. Bugs stand forever and it is not easy to use and navigate for first-time users.[12] "
" Reporting is quite complex and not easy to learn. The inability to pull customized reports into an automated report without dropping data is a significant limitation. Building your own report metrics requires a bit of a learning curve that many users struggle with.[13] "
- 50 seat minimum
- Resource management
- Salesforce native PSA
- Revenue recognition
Tallyfy might not be right for you if...
Tallyfy isn't for everyone. Here's when it may not fit:
- Not a PSA tool - does not handle resource scheduling or billing
- Designed for repeatable processes, not unique project management
- Best for workflow automation rather than time tracking
- Not Salesforce-native like Kantata SX
From ad-hoc projects to repeatable processes
Turn chaos into consistency
Is Kantata the right fit?
Are you hearing this at work? That's busywork
Enter between 1 and 150,000
Enter between 0.5 and 40
Enter between $10 and $1,000
Based on $30/hr x 4 hrs/wk
Your loss and waste is:
every week
What you are losing
Cash burned on busywork
per week in wasted wages
What you could have gained
160 extra hours could create:
per week in real and compounding value
Total cumulative impact over time (real cost + missed opportunities)
You are bleeding cash, annoying every employee and killing dreams.
It's a no-brainer
Tallyfy does not charge for basic services
Need help? Unlike costly "professional services" for Kantata - Tallyfy guarantees free 25-minute screen-sharing calls with workflow experts for life.
SCHEDULE A CALL
Fair Price Guarantee
If your company is based in a country where the GDP per capita is significantly lower than the USA, we offer a discount on our pricing. This ensures fair pricing for companies worldwide.
FAIR PRICE GUARANTEETallyfy is secure, proven and enterprise-grade
API & Webhooks
Free SSO
Middleware
BI & Data Export
Events & Triggers
AI & Automation
Security
Documents
Analytics & Metrics
Email Integration
Legal & Enterprise
Switching from Kantata to Tallyfy
In our experience, teams migrate core processes in 2-3 weeks
Identify which processes are repeatable versus one-off projects
Document your delivery workflows in plain language
Create process templates in Tallyfy for standard engagements
Set up tracking for ongoing work streams
Transition team members to the new workflow approach
Frequently Asked Questions
What is Kantata used for?
What exactly is Tallyfy and how is it different?
Why is process management better than project management?
Does Kantata have a discount for certain countries?
How does Tallyfy handle process improvement?
How does Tallyfy integrate AI compared to Kantata?
What are the key problems with Kantata?
How can I see what customers say about Tallyfy?
Does Tallyfy offer free help and services?
How do I get started with Tallyfy?
What is the difference between PSA tools like Kantata and workflow platforms?
Why do professional services teams get stuck with project-based tools?
References and Citations
- [1] Kantata reviews on Capterra (February 2025)
- [2] Kantata reviews on Capterra (February 2025)
- [3] Kantata reviews on Capterra (February 2025)
- [4] Kantata reviews on Capterra (February 2025)
- [5] Kantata reviews on Capterra (February 2025)
- [6] Kantata reviews on Capterra (February 2025)
- [7] Kantata reviews on G2 (February 2025)
- [8] Kantata reviews on G2 (February 2025)
- [9] Project management discussions on Reddit (February 2025)
- [10] Kantata reviews on TrustRadius (February 2025)
- [11] Kantata reviews on Capterra (January 2025)
- [12] Kantata review on SoftwareForPM (January 2025)
- [13] Kantata review on SoftwareForPM (January 2025)
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Tallyfy is a far better alternative to Kantata
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DISCLAIMER OF AFFILIATION, ACCURACY & LIABILITY
This page is an independent, good-faith comparative review prepared by Tallyfy, Inc. ("Tallyfy") and is based on publicly available information, third-party reviews, and vendor materials current as of January 2026. The content is offered "AS IS" for general informational purposes only and does not constitute professional, technical, or legal advice.
- • No Affiliation. Tallyfy is not affiliated with, endorsed by, or sponsored by Kantata, Inc.. "Kantata" and related logos are trademarks or registered trademarks of Kantata, Inc.; all such marks appear solely for nominative, comparative reference permitted under the Lanham Act and the doctrine of nominative fair use.
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- • No Warranties; Limitation of Liability. Tallyfy disclaims all warranties-express or implied-including accuracy, completeness, merchantability, and fitness for a particular purpose, and will not be liable for any loss or damage arising from reliance on this content.
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