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Business Continuum

Which Project Management Platform is Right For You?

With over 400 online project management tools in the market, professional service providers are spoilt for choice. We speak with businesses every day wanting to switch to a new project management tool. Some come to us with a solution in mind, while others want some help in selecting the best solution for their immediate and future needs.  

We know it is not only a daunting task but also a large time investment to navigate trials and software vendors all wanting your attention.

So, to help shortcut the system evaluation process, we’ve put together our perspective on 8 project management tools that we feel address the spectrum of most businesses’ needs today.

Discover more about each of the solutions at a glance below, then click through to our report for each platform.

 


Xero Projects

FeaturesProsCons
⇒Designed for small teams (ideal for less than 5 people)✓Easily draw database from Xero✗
✗
✗
Minimal customisation
Simplistic reporting
Unable to integrate quotes
⇒Xero integration✓Simple set up & usability
⇒$10 per month (with a Xero subscription)✓Great invoicing flexibility

Want to know more? [Read our blog review on Xero Projects]


Harvest & Forecast

FeaturesProsCons
⇒Suits those with a simple quoting process✓
✓
✓
Flexibility in time capture
Easy to track project progress
View projects at a glance
✗Limited pipeline management functionality
⇒
⇒
$12 per person per month
Great option for those who prioritise time tracking
✗No link between estimate and project
✗Limited project management functionality beyond tracking time and expenses

Want to know more? [Read our blog review on Harvest & Forecast]


Streamtime

FeaturesProsCons
⇒
⇒
⇒
Designed for creatives
Xero integration
$0-40 per month
✓
✓
✓
Track time via a ‘to-do’ list
Simple timesheet usability
Great invoicing flexibility
✗Very fixed dashboard personas offer limited detail
✗An adjustment for those used to traditional timesheeting
✗No quick way to invoice for repetitive jobs

Want to know more? [Read our blog review on Streamtime]


ActiveCollab

FeaturesProsCons
⇒
⇒
⇒
Simple, user-friendly interface
Client collaboration
Good for businesses with non-complex projects that require little to no customisation in regards to estimating, invoicing and CRM
✓

✓

✓
Flexible permissions to allow client access to project details
Assign custom rates to each client
Detailed task lists
✗
✗

✗
CRM capabilities lack depth
Limited flexibility and no templating
No invoicing templates for duplicate jobs

Want to know more? [Read our blog review on ActiveCollab]


Zoho Projects

 

FeaturesProsCons
⇒Variety of modules allows for a customisable all-in-one solution✓

✓

✓

Nice facility to track support issues for clients and projects
Caters to a variety of working styles
Detailed task lists
✗

✗
✗
Diversity of functionality can feel overwhelming
Lacking in financial visibility
Comprehensive yet more costly than other solutions
⇒
⇒
Client portal for collaboration
Suits big teams requiring more complex communication

Want to know more? [Read our blog review on Zoho Projects]


WorkflowMax

FeaturesProsCons
⇒Aimed at small-medium businesses✓
✓

✓
Good level of customisation
Ability to input data in a number of ways
Flexible and comprehensive report builder
✗Limited staff scheduling functionality
⇒Affordable price (by user bands)✗
✗
Some integration limitations
Some rigidness and lack of flexibility for modern working styles
⇒Lead management add-on additional $15 per month

Want to know more? [Read our blog review on WorkflowMax]


Scoro

 

FeaturesProsCons
⇒
⇒

⇒

 

End-to-end solution
Extensive functionality and modules that cater for a wide range of professional and creative agencies
$34-97 per month
✓
✓

✓

Excellent dashboard view
Streamlined quote and pipeline module
Excels with resource planning
✗Configuration of templates is quite difficult to master, some HTML experience is necessary
✗Complexity of the solution can result in some confusion when first implementing Scoro
  

Want to know more? [Read our blog review on Scoro]


Accelo

 

FeaturesProsCons
⇒

⇒

⇒

 

Accommodates a range of businesses and industries
Accessible by both Collaborators (access for free) and Professionals
US$39-79 per month
✓Great for tracking the work and progress of a client throughout its lifecycle✗

✗
Sales module somewhat difficult to navigate
Extensive capabilities often hindered by the complexity of the system
✓

✓
Project module is impressive though complex
Great depth of information that can be stored, filtered, viewed

Want to know more? [Read our blog review on Accelo]


If you have any questions, or want to know more about any of the solutions we’ve investigated, get in touch! We’d be happy to walk through your business needs and help you find the perfect project management solution.

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