MAVENLINK: OVERVIEW, FEATURES, PRICING, AND MORE

MAVENLINK

A project management application called Mavenlink is made for sizable enterprise or corporate teams. Kantata has lately replaced Mavenlink as the company’s name. Numerous features are available, including a Kanban board, list, calendar, timeline, spreadsheet view, Gantt charts, workload planning, long-term planning, file storage, time-tracking, built-in integrations, and reporting options. The goal of Kantata OX is to increase team productivity by streamlining project management procedures. Based on the number of users and features, the tool offers five pricing tiers, from free to enterprise. However, some customers have expressed dissatisfaction with the high cost and slow interface. In this article, we’ll talk more about the benefits of Mavenlink, its integration, pricing, and API.

The Mavenlink API is a project management tool that gives developers access to the platform so they can interact with it, create unique workflows, get project data, manage resources, monitor time, and other things. It supports HTTP requests, OAuth 2.0 authentication, and a RESTful architecture. The API enables smooth data sharing, workflow automation, and process customization for project management. To make integration simple and give developers the tools they need to design effective, customized processes, Kantata offers documentation, SDKs, and libraries.

Software for resource management and professional services automation is called Mavenlink. The cloud resource management and PSA software is currently known as Kantata Professional Services. It blends Kantata’s skills with Kimble’s knowledge, another vendor of professional services automation software. It is intended primarily to assist professional services firms in managing their projects, teams, tasks, time, and finances in a single location. Project management, team collaboration, resource scheduling, task management, and reporting are capabilities that Kantata provides.

These capabilities make Mavenlink a complete platform for project management and collaboration that supports the effective administration of resources, projects, money, and client relationships within businesses.

#1. Project management 

Mavenlink provides a wealth of project management tools. It offers resources for setting milestones, allocating tasks, developing project timelines, and monitoring progress. It is possible to handle project money, budgets, and budget reports.

#2. Resource Management

Mavenlink makes effective resource management and optimization possible. Users can allocate resources based on project needs, track resource availability and consumption, and assign resources to projects.

#3. Cooperation

Mavenlink promotes teamwork by providing a solitary platform for conversation and file sharing. It is possible to collaborate, share documents, and start new discussion threads. Additionally, Kantata supports integration with well-known collaboration tools like Google Drive and Slack.

#4. Time Tracking 

Mavenlink has time-tracking features that let users keep track of the time spent on tasks and projects. This aids in precise project costing and billing. Users can keep track of time manually or in real time by using timers.

#5. Financial Management 

Mavenlink offers resources for handling money, including budgeting, invoicing, and spending tracking. Users may create invoices, track project expenditures, manage spending, and define project budgets.

#6. A mobile app

For iOS and Android mobile devices, Mavenlink offers a mobile app that enables project management on the go. The mobile app offers crucial features like time tracking, work management, and collaboration.

#7. Gantt charts

Users can use the Gantt chart features in Mavenlink to visualize project schedules, dependencies, and milestones. This helps with project planning, resource allocation, and progress monitoring.

#8. Project Templates

Project templates are available from Mavenlink that can be modified and used again for related projects. Time is saved, and methods for project management are uniform.

#9. Task Dependencies

Mavenlink allows users to specify task dependencies, ensuring that tasks are completed in the proper order. It also helps with project scheduling and encourages effective project execution.

#10. Approvals for time and expenses

Users can create approval workflows for time and cost inputs using Mavenlink. The evaluation and approval of time and expenses before their inclusion in project costs is thus ensured.

Mavenlink provides several interfaces with different programs and platforms, facilitating easy data exchange and teamwork. Users may take advantage of the strengths of other platforms and technologies in their project management workflows thanks to these integrations, which also improve Mavenlink’s functionality. Organizations can increase communication, reduce procedures, and obtain deeper insights into project success by integrating Kantata with these connectors.

#1. Expensify

Expensify is just one of the advantages of Mavenlink integrations. It is a program for managing expenses and is integrated with Kantata. It streamlines the process of recording project expenses and ensures precise financial management by enabling the simple transfer of expense data from Expensify to Mavenlink.

#2. Slack

The well-known team communication tool Slack is integrated with Mavenlink. By syncing data from Kantata to a specific Slack channel, users may rapidly update and inform others about their projects. Team members may collaborate more effectively and keep each other updated on the project’s progress.

#3. Monday

Monday integrates with Mavenlink and is a visual project management solution. Users can sync data between Monday and Kantata, facilitating data sharing and collaboration between the two platforms.
Users may organize tasks, monitor project progress, and streamline workflows using both products.

#4. Hubstaff

Mavenlink and Hubstaff work together. This is a tool for tracking time and productivity. With the help of this partnership, users may use Hubstaff’s time-tracking capabilities to keep track of the time spent on both Kantata projects and specific tasks.

#5. Qualtrics

Mavenlink is integrated with Qualtrics, a platform for handling surveys and feedback. The project lifecycle can easily accommodate performance feedback. By gathering information about individuals, projects, and clients, Kantata users can gain crucial insights that will improve project outcomes and client satisfaction.

#6. Google Drive

Google Drive, a cloud storage and file-sharing service, works with Mavenlink. Project-related Google Drive files, folders, and documents can be shared and are readily available. Team members can collaborate on papers, track revisions, and ensure that everyone has access to the most recent files.

#7. Salesforce

Salesforce is a platform for customer relationship management (CRM), and Mavenlink offers interoperability. This makes it possible for the sales and project teams to work together seamlessly while also ensuring proper project scoping, resource allocation, and financial management.

#8. Jira

Mavenlink interfaces with Jira, a popular project management and problem-tracking tool. It is possible to synchronize project tasks, milestones, and other project-related data between Kantata and Jira. This enables project managers and development teams to collaborate successfully, providing ongoing communication and project progress monitoring.

#9. QuickBooks

QuickBooks and MavenLink both integrate accounting software. It improved the smooth exchange of financial information between Kantata and QuickBooks, including invoices, expenses, and project budgets.

#10. Microsoft Teams

Microsoft Teams and Mavenlink are connected. Team members don’t have to leave their favorite communication tool to cooperate, discuss specifics of the project, or get real-time updates.

Mavenlink offers a variety of pricing tiers to accommodate various demands and spending limits. The number of users, extra add-ons, and contract terms all affect Mavenlink pricing.

Mavenlink’s pricing structure:

#1. Free Plan

You can manage an unlimited number of projects with an unlimited number of collaborators under Mavenlink’s free plan. The free plan does, however, come with 500 MB of storage.

#2. Team Planning

The monthly price for Mavenlink’s Teams plan is $19 for each user. Task management, time tracking, file storage, and basic reporting are the features in this package. Small teams or enterprises looking for fundamental project management skills might use it.

#3. A professional strategy

The monthly cost for the Professional plan is $39 for each user. Along with enhanced resource planning, project accounting, project templates, and choices for bespoke branding, it contains all the capabilities of the team’s plan.

#4. Premier Plan

The Premier package from Kantata costs $49 per user each month and includes extra features. The Premier plan offers advanced analytics and reporting, project portfolio management, and improved security and compliance choices in addition to the features offered by the Professional plan.

#5. Business Plan

The Mavenlink Enterprise plan is intended for businesses with certain customization and integration needs. This plan’s pricing is accessible upon request, and its features include enterprise-grade security and compliance, dedicated account management, and custom workflows.

Project management tool Mavenlink has an application programming interface called Mavenlink API. The Mavenlink platform’s API enables programmatic interaction between developers and numerous features and services. Developers may integrate Kantata with other programs, design unique workflows, get project data, start new projects, control resources, monitor time, and carry out several other tasks using the Mavenlink API.

The Mavenlink API enables programmatic interaction with the Kantata platform by giving developers a set of endpoints and methods.

The Mavenlink API functions as follows:

#1. Authentication

Developers must use OAuth 2.0 to authenticate themselves before performing API queries. To authenticate subsequent API calls, it entails registering an application with Kantata and getting an OAuth bearer token.

#2. Endpoint Structure

‘https://api.mavenlink.com/api/v1/’ is the Mavenlink API’s default URL. With extra paths and parameters identifying the desired resource and action, all API queries are performed to this base URL.

#3. HTTP Methods

The GET, POST, PUT, and DELETE HTTP methods are among those that the Mavenlink API offers. Each approach is utilized for particular tasks such as data retrieval, resource creation, resource updating, and resource deletion.

#4. Formats for Request and Response

Requests to Mavenlink’s API are made using either JSON or Rails’ structured x-www-form-urlencoded format, and they must be transmitted over HTTPS. The JSON format is always used for API responses.

#5. Available Endpoints

Projects, tasks, time entries, resource management, financial information, and reporting are just a few of the capabilities and functionalities that may be accessed through the Mavenlink API’s endpoints. Developers can access these endpoints to carry out tasks like project creation, data retrieval, time tracking, resource management, report generation, and more.

#6. CRUD Operations

For many resources, the Mavenlink API enables CRUD (Create, Read, Update, Delete) actions. Developers can interact with these resources by using the proper HTTP methods.

#7. Filters and Parameters

Mavenlink API calls frequently include options to specify further information or filter the results.

#8. Pagination

The Mavenlink API offers pagination to retrieve results in digestible pieces while working with huge data sets.

#9. Webhooks

Webhooks are another feature of the Mavenlink API that enables developers to get instant alerts about particular Kantata events. Developers can set up webhooks to get alerts when specific things happen, like when a project is started or a job is finished. These notifications can be used to update data or start processes in external systems.

#10. Handling Errors

The Mavenlink API uses standard HTTP status codes to show if an API request was successful or unsuccessful. When failures occur, the API returns pertinent error codes and error messages to assist developers in identifying and resolving problems.

Because of these advantages, Mavenlink is a useful project management tool that aids businesses in increasing client happiness, maximizing project performance, and optimizing resource use.

Here are a few advantages:

#1. Better Client Results

Mavenlink enables the delivery of superior results to clients by making the most of resources and maximizing project performance. Users can quickly respond to project modifications and learn more about operational performance.

#2. Forecasting of Projected Revenue

Users can quickly view predicted revenue through Mavenlink, and they can automatically forecast their resource requirements based on available capacity. Users can use this to make well-informed decisions about planning and resource allocation.

#3. Operational Visibility

Mavenlink offers a complete operational picture by fusing projects and finances. From a single, integrated platform, users may have a complete understanding of project portfolios, expenditure plans, and financial performance.

#4. Real-Time Time Tracking

Users of Mavenlink can keep track of the time spent on each project thanks to the real-time time-tracking functionality it offers. Accurate time reporting, project costing, and resource utilization analysis are all aided by this.

#5. Useful Information

Users can use Mavenlink’s project data aggregation and insight delivery to make data-driven decisions. Users may assess project performance, identify bottlenecks, and make improvements to maximize project results.

#6. Collaboration and communication 

Mavenlink provides collaboration tools that make it easier for team members and clients to communicate and work together. This fosters collaboration, increases transparency, and makes sure that everyone agrees with the direction and status of the project.

#7. Streamlined Project Collaboration

Mavenlink offers a centralized platform for teamwork that makes it simple for members to communicate, share files, and work together on projects. As a result, there is less of a need for frequent back-and-forth communication, which fosters effective teamwork.

#8. Customer cooperation

Mavenlink encourages client cooperation by providing client portals where they may access project updates, evaluate deliverables, provide feedback, and participate in discussions. This increases client satisfaction, transparency, and engagement over the course of the project.

#9. Individualized Fields and Workflows

Users can modify Mavenlink fields and workflows to follow individual project management guidelines and requirements. Mavenlink’s versatility allows it to be customized to the specific needs and work processes of the organization.

#10. User-Friendly Interface

Mavenlink offers an intuitive, user-friendly interface that is simple to use. This lessens the learning curve for new users and guarantees that teams can quickly embrace and efficiently use the program.

Service-based companies employ the professional services automation (PSA) and project management software Kantata. It supports project, resource, and financial management for businesses. Project management, resource management, time tracking, billing, financial management, collaboration tools, and reporting capabilities are just a few of the services that Kantata provides. It optimizes resource utilization, fosters cooperation, and offers insights into project performance and financials. It also streamlines project processes.

A CRM tool is not Mavenlink’s primary function. While it does have a few capabilities for managing customers, like contact management and project invoicing, its main emphasis is on teamwork and project management.

Yes, both Android and iOS devices may access the Mavenlink mobile app. Users may log time, record expenses, collaborate with team members, manage projects, and examine files that have been submitted to the Kantata system using the app.

Depending on the precise plan and features you select, Its cost varies. Mavenlink no longer has a free version of its software, despite once providing a 10-day free trial.

Which CRM Does Microsoft Use?

Microsoft Dynamics 365 Customer Engagement is the company’s own CRM program. It is an all-inclusive customer relationship management (CRM) software that aids companies in managing their marketing, sales, and customer support operations.

A new business called Kantata was created from the merger of Mavenlink and Kimble Applications. The new business’s CEO has been chosen, and his name is Michael Speranza. Kantata now has a portion of Mavenlink’s ownership.

Summary

Project management tool For data transmission and teamwork, Mavenlink integrates with many applications and platforms. These interfaces let users sync Monday and Mavenlink, shift Expensify expense data to Kantata, track time with Hubstaff, and integrate with Qualtrics for surveys and feedback. These interfaces help organizations improve communication, project performance, and processes. By using these technologies, organizations may improve project management and outcomes.

References

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