Software Advice helps small businesses select the right project management tool, that is easy-to-use, offers relevant features and fits their budget requirements. How does it work?

Small Business Project Management Software


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NetSuite OpenAir logo
 
NetSuite OpenAir offers buyers a collection of applications designed to support every stage of the professional services delivery lifecycle. Offered as Software-as-a-Service, the platform includes applications to manage projects, resources,... Read More
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65
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NetSuite OpenAir offers buyers a collection of applications designed to support every stage of the professional services delivery lifecycle. Offered as Software-as-a-Service, the platform includes applications to manage projects, resources,... Read More
 
Project Insight logo
 
Project Insight is a project and portfolio management solution for project driven organizations. It provides visibility into the workloads of resources, project budget, and status, with real-time reports. Project Insight is a collaborative... Read More
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Project Insight is a project and portfolio management solution for project driven organizations. It provides visibility into the workloads of resources, project budget, and status, with real-time reports. Project Insight is a collaborative... Read More
 
Workzone logo
 
Workzone is a project management solution that offers document management, project collaboration, customizable reporting, resource and task management and time tracking. The software is cloud-based and offers automated emailed reports... Read More
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36
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Workzone is a project management solution that offers document management, project collaboration, customizable reporting, resource and task management and time tracking. The software is cloud-based and offers automated emailed reports... Read More
 
NetSuite Services Resource Planning (SRP) logo
 
NetSuite SRP is used by professional services organizations to optimize their project-based operations. The software offers integrated project management, resource management, project-based accounting and time & expense tracking applications. Users... Read More
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27
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NetSuite SRP is used by professional services organizations to optimize their project-based operations. The software offers integrated project management, resource management, project-based accounting and time & expense tracking applications. Users... Read More
 
Smartsheet logo
 
Smartsheet is a project management application with a spreadsheet-like interface to help teams collaborate, plan projects and manage tasks. The software offers a suite of project management applications, such as document management,... Read More
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23
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Smartsheet is a project management application with a spreadsheet-like interface to help teams collaborate, plan projects and manage tasks. The software offers a suite of project management applications, such as document management,... Read More

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Wrike logo
 
Wrike offers cloud-based work management solution that facilitates project management and team collaboration for marketing and creative teams. Users can manage external and internal requests with built-in forms and automatically assign... Read More
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4
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Wrike offers cloud-based work management solution that facilitates project management and team collaboration for marketing and creative teams. Users can manage external and internal requests with built-in forms and automatically assign... Read More
 
Deltek Vision logo
 
Deltek Vision is a cloud-based project-based solution for professional services firms that is available for cloud or on-premise deployment. It combines project accounting, resource management, project management, time/expense management... Read More
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4
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Deltek Vision is a cloud-based project-based solution for professional services firms that is available for cloud or on-premise deployment. It combines project accounting, resource management, project management, time/expense management... Read More
 
Procore logo
 
Procore is a cloud-based construction management software application that helps firms increase their project efficiency and accountability by providing streamlined project communication and documentation. Users are able to manage... Read More
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3
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Procore is a cloud-based construction management software application that helps firms increase their project efficiency and accountability by providing streamlined project communication and documentation. Users are able to manage... Read More
 
FunctionFox logo
 
FunctionFox is a cloud-based time tracking and project management application, offering timesheets and estimates, as well as scheduling, task assignment and reporting.  FunctionFox’s capabilities are suited for the billing and... Read More
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FunctionFox is a cloud-based time tracking and project management application, offering timesheets and estimates, as well as scheduling, task assignment and reporting.  FunctionFox’s capabilities are suited for the billing and... Read More
 
Dovico logo
 
Dovico is a cloud-based timesheet and time tracking system with an emphasis on usability and aesthetics. The system provides a solution to help organize workflow and time tracking for project time and project costing. Dovico Timesheet... Read More
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Dovico is a cloud-based timesheet and time tracking system with an emphasis on usability and aesthetics. The system provides a solution to help organize workflow and time tracking for project time and project costing. Dovico Timesheet... Read More

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SAP for Project Management logo
 
SAP S/4HANA is an integrated enterprise resource planning (ERP) solution suite designed to serve businesses of size and kinds. SAP ERP is used to address the needs of many industry verticals including manufacturing, retail, service... Read More
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SAP S/4HANA is an integrated enterprise resource planning (ERP) solution suite designed to serve businesses of size and kinds. SAP ERP is used to address the needs of many industry verticals including manufacturing, retail, service... Read More
 
Deltek Ajera logo
 
Deltek Ajera is an integrated accounting and project management solution built for architecture and engineering (A/E) firms. It is suitable for small to mid-size firms seeking an industry-tailored solution to improve project level... Read More
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Deltek Ajera is an integrated accounting and project management solution built for architecture and engineering (A/E) firms. It is suitable for small to mid-size firms seeking an industry-tailored solution to improve project level... Read More
 
B2W Track - Field Tracking and Analysis logo
 
B2W Track is a web and mobile-based solution from B2W Software (formerly BID2Win) for heavy civil construction field tracking and analysis. Accessible via any web browser, B2W Track allows immediate capture and communication of field... Read More
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B2W Track is a web and mobile-based solution from B2W Software (formerly BID2Win) for heavy civil construction field tracking and analysis. Accessible via any web browser, B2W Track allows immediate capture and communication of field... Read More
 
Deltek TrafficLIVE logo
 
Deltek TrafficLIVE is a cloud-based agency management system that provides a way to manage resources, schedule jobs and record time. With this system, advertising agencies and marketing communications firms can manage projects, control... Read More
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Deltek TrafficLIVE is a cloud-based agency management system that provides a way to manage resources, schedule jobs and record time. With this system, advertising agencies and marketing communications firms can manage projects, control... Read More
 
Basecamp logo
 
Basecamp is a real-time communication tool that helps teams stay on the same page; it’s less for traditional project management tasks (e.g., resource planning and long-term scheduling). With to-do-lists, calendaring, due dates and... Read More
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Basecamp is a real-time communication tool that helps teams stay on the same page; it’s less for traditional project management tasks (e.g., resource planning and long-term scheduling). With to-do-lists, calendaring, due dates and... Read More

Call us for a free FastStart Consultation: +61 3 8899 7476


 
Trello logo
 
Launched in 2011, Trello is a visual collaboration tool for planning tasks and projects. While commonly used by agile software development teams, the solution is also used in other departments such as marketing, sales, support and... Read More
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Launched in 2011, Trello is a visual collaboration tool for planning tasks and projects. While commonly used by agile software development teams, the solution is also used in other departments such as marketing, sales, support and... Read More
 
Evernote logo
 
Evernote is a web-based project management tool that offers project collaboration, scheduling and task management functionalities within a suite. This solution is designed to cater businesses of all sizes. Evernote allows users to... Read More
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Evernote is a web-based project management tool that offers project collaboration, scheduling and task management functionalities within a suite. This solution is designed to cater businesses of all sizes. Evernote allows users to... Read More
 
JIRA logo
 
JIRA Software is an issue and project tracking tool designed for software development teams of all size, across all industries. Backed by over a decade of experience, the newly released JIRA Software combines JIRA’s historically... Read More
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JIRA Software is an issue and project tracking tool designed for software development teams of all size, across all industries. Backed by over a decade of experience, the newly released JIRA Software combines JIRA’s historically... Read More
 
Buildertrend logo
 
Buildertrend is a construction management system for home builders, remodelers, specialty contractors and general contractors. It combines project scheduling, project management, financial management, customer management and service... Read More
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Buildertrend is a construction management system for home builders, remodelers, specialty contractors and general contractors. It combines project scheduling, project management, financial management, customer management and service... Read More
 
monday.com (formerly dapulse) logo
 
monday.com is a cloud-based project management solution that caters to small to midsize businesses across various industry verticals. The solution helps them manage different projects and facilitate knowledge-sharing among team members. monday.com... Read More
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monday.com is a cloud-based project management solution that caters to small to midsize businesses across various industry verticals. The solution helps them manage different projects and facilitate knowledge-sharing among team members. monday.com... Read More
 

Buyer's Guide

by Pritam Tamang,

Last Updated: June 26, 2018


Small businesses that replace inefficient manual systems with project management software reduce operating costs. Besides lowering costs, these tools help businesses improve employee productivity, resulting in better products and higher revenue.

That said, project management (PM) tools for small businesses differ in functionality, pricing and deployment. For instance, certain PM offerings are better for managing IT projects, while some solutions are more suitable for small marketing teams.

In this Buyer's Guide, we look at the core features, uses and benefits of small business PM software. Read on to learn what you should look for when deciding on the best PM tools for your business.

Here's what we'll cover:

What Is Small Business Project Management Software?
Common Features of Small Business Project Management Software
What Type of Buyer Are You?
Key Considerations
Market Trends

What Is Small Business Project Management Software?

Project management tools offer functionality that help small businesses plan and track projects on visual dashboards. These tools also serve as a repository of project related information and offer insights on employee performance and ROI of projects.

Small businesses that consult Software Advice for project management software have a low number of software users (less than 50), and are looking for an easy-to-use and cost-effective solution.

As a result, small businesses often choose cloud-based solutions that are available online, require no upkeep and offer intuitive interfaces with features such as drag-and-drop kanban dashboards. 

Trello kanban board

Drag-and-drop in a Trello board

At small businesses, choosing a PM tool is a decision made by a handful of people at most. While this can simplify the decision-making process, it can be challenging to understand what functionality a particular small business needs. Once you identify the features most important to your company, you can identify the best candidates.

Common Features of Small Business Project Management Software

Task management Build to-do-lists, add due dates to tasks and set-up automated reminders
Collaboration Communicate with colleagues and stakeholders using task comments, activity streams and built-in chat boards
Document management Store and share files, documents, videos etc, with project members on a centralized platform
Workflow visualization View and track project progress as a series of task-lists or cards on Kanban/Scrum boards
User management Control the access of users to a project, functionality or file by setting-up permissions
Reporting View project progress reports as charts and graphs or as an email digest
Time tracking Monitor the time employees spend on a single task or the whole project

What Type of Buyer Are You?

Research and advisory firm Gartner defines small businesses having under 100 employees and with less than $50 million in annual revenue. However, even within this broad category, the right PM tool for each small business differs based on factors such as actual number of software users, primary business challenges and so on.

Here are the three common types of small business PM software buyers:

  • Individual buyers: Individuals can manage projects by using low-cost or even free solutions. Common capabilities include basic task management with the ability to set due dates and reminders. Some software options offer additional functionality such as file sharing for attaching documents to tasks.
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  • Best-of-breed buyers: These buyers are looking for software that solves specific challenges. For instance, one small business may be looking for a tool that helps improve team communication between project members working out of different locations. In this case, collaboration tools can be a good choice. On the other hand, small IT teams might be interested in bug tracking software, which is a specialized tool for tracking the time taken to resolve bugs in software.
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  • Full-suite buyers: Some small businesses need all of the common PM features, with support for multiple users and additional functionality such as attaching documents to tasks. Full-suite small business PM tools are different from enterprise-grade tools called project portfolio management software, which offer sophisticated functionality such as analytics and resource planning.

Key Considerations

As a small business, you want to invest in software that is low-cost, yet offers the relevant features you need. Likewise, you don't want a tool that employees need extensive training to use.

Here's are some of the top considerations small business buyers have when selecting project management software:

Deployment and availability: The first question when selecting software is whether to opt for an on-premise or cloud-based solution. For small businesses the latter option, also known as online project management software, is preferable as there are no upfront costs. If users are going to be accessing PM tools from Windows, Mac and mobile devices, you'll want an OS-agnostic solution.

Free vs. open source vs. low-cost: Many small business PM tools offer a free version with limited features. These are suitable for individuals, but not for businesses that need to track multiple simultaneous projects and users, and want full control over their project data. These businesses may be deciding between open source and low-cost tools. While open source PM tools are free to use, they can result in long-term costs since these systems have to be maintained on-site by a team member who has a lot of technical knowledge.

Integration: Last but not the least, small businesses should ensure that the PM tool offers basic integration with third-party tools that they use regularly. An increasingly important one is email integration, which allows project members to directly turn email into tasks. Similarly, integration with file sharing tools such as Box or Dropbox helps project members to easily attach notes and files to tasks.

Market Trends

From our research and conversations with small business project management buyers, we've identified these three emerging trends:

Agile project management: There has been a rise in specialized PM tools that help small businesses execute agile frameworks such as Scrum and Kanban. The reason behind this is the increasing popularity of agile PM, an approach that began with software companies but is becoming increasingly popular in businesses of all types.

Workplace collaboration: Social networking tools have changed how people communicate online. As a result, email has taken a back seat to collaborative tools that offer functionality such as comment threads for tasks, social chat groups, hashtags and ratings. Nearly all small business PM tools offer some level of collaboration, but some focus more closely on social media-like functionality.

Chatbots: An emerging trend in PM technology is the use of chatbots, which automate many different kinds of tasks. These can include project scheduling, booking online meetings, project status reporting and many more. The technology is relevant to small businesses as it's relatively cheap and easy to deploy.

 

How it Works

We match organizations with software that meets their needs.

Our service is simple and 100% free to customers like you because software vendors pay us when we connect them with quality leads. You save time and get great advice. Vendors get great referrals. It's a win for everyone!

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