About Shortlist

Shortlist provides a single, cloud-based platform for organizations of all sizes to source, onboard, manage, review/rate and pay the organization's external workforce, including freelancers and service providers around the world. This freelancer and collaboration platform provides an end-to-end lifecycle solution with a user interface that organizes the entire process of managing external workers. Features include performance tracking, project assignments, metric tracking to service procurement and payments.

Shortlist offers tools to customize, optimize and automate the onboarding process while keeping track of top performing contractors, applicants and prospects. It organizes and manages resources in real time, based on worker availability, skills and s...


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Supported Operating System(s):

Web browser (OS agnostic)

42 Reviews of Shortlist

Average User Ratings

Overall

4.64 / 5 stars

Ease-of-use

4.5

Value for money

4.5

Customer support

4.5

Functionality

4.5

Ratings Snapshot

5 stars

(32)

32

4 stars

(7)

7

3 stars

(2)

2

2 stars

(0)

0

1 stars

(1)

1

Likelihood to Recommend

Not likely

Very likely

Showing 1 - 5 of 42 results

October 2017

Justine from Book in a Box

Verified Reviewer

Company Size: 11-50 employees

Industry: Publishing

Time Used: Less than 6 months

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

4.0

October 2017

Excellent product! Shortlist has streamlined several of our internal freelancer management processes

A streamlined solution to freelancer management! We used to have a fragmented system that involved using several tools for various parts of freelancer management: onboarding, information tracking, project assignments, performance tracking, etc. We are now able to fulfill all of these duties using one single platform, which drastically cuts our admin time and creates a smoother, more consistent workflow and user experience.

Pros

From an internal perspective, Shortlist greatly reduced our admin time spent on freelancer management and allowed us to centralize many management duties. The platform helped us to streamline freelancer onboarding, information tracking, project assignments, performance tracking, and more. Before Shortlist, we were using several different tools to accomplish what is now done in one single platform! The project assignment functionality was the biggest attraction for us. It's the most robust I've seen, offering several assignment workflows. Our company works on a bidding system -- freelancers essentially opt into potential projects by bidding for work -- and Shortlist seamlessly supports and has enhanced our system. In addition, the platform is very user friendly for both administrators and freelancers. Although the platform offers a robust selection of tools to assist in freelancer and vendor management, the interface is clean, simple, and easy to navigate. The user friendly workflow greatly reduces the potential for confusion or questions, which is vital when working with a large external workforce. Lastly, the Shortlist team is clearly committed to the success of their customers. The team has been extremely communicative, receptive to feedback, and quick to offer helpful insights or suggestions on how to maximize use of the platform.

Cons

There's nothing I explicitly dislike about the platform. However, I'd love to see more customization options, especially in regards to freelancer profiles and the internal performance tracking system.

Response from Shortlist

Replied October 2017

Thanks Justine, really appreciate this!

August 2018

Loryn from ABUV Media

Verified Reviewer

Company Size: 11-50 employees

Industry: Internet

Time Used: Less than 12 months

Review Source: Capterra


Ease-of-use

4.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

August 2018

The FMS of my dreams!

When I began the hunt for a FMS for our small start-up, I was working out of no less than five massive spreadsheets -- not to mention the hundreds of files floating around -- just to keep track of our freelance projects and payments. I found Shortlist via Google search, and from my very first contact I've been impressed with the software and especially, the team. I was able to consolidate all of my scattered processes into one location, and the ability to manage all aspects of a freelancer's work cycle, from on-boarding to assignments to payment, has shaved countless hours off my work day. I think my absolute favorite part of working with Shortlist though has been the amazing team of people devoted to helping ensure that we have the best product to work with. The sales team wasn't pushy, the tech team is always available for help or improvements, and our customer success rep has been an absolute pleasure to work with. I can't say enough good things about Shortlist, and how vastly it's improved and streamlined our processes, and in turn, our own work flows.

Pros

*Integration with Hello Sign takes so much pain out of the on-boarding process *Speaking of which, the customizable on-boarding is bar none *Payments are easy to set up and schedule *Freelancers love it *Intuitive set up; you can tell it was designed with the user experience in mind *Amazing responsiveness of team

Cons

Only one: I do a lot of bulk work, and it can get tedious as times. For example, I may have 25 of the same type of assignment going out. If I need to change the rate on them, I have to visit each one individually (can't open in new tabs), change it, and get back to the projects screen, which is now unsorted. So I have to resort to find my items and start the process again.

September 2020

Christopher from Chapter One Photo

Company Size: 2-10 employees

Industry: Photography

Time Used: Less than 2 years

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

September 2020

Impressed over and over again

The Shortlist team has gone above and beyond many times. Most recently I had a few urgent questions that I needed answered and Soobin Kang personally called me outside of typical business hours and made sure I got everything I needed figured out. He continues to check in and make sure that my experience is nothing but the best. The product is amazing, but the customer service is even better. I can't say enough great things about the Shortlist team.

Pros

It is like a dream come true. I needed a product like this for many months and finally decided on Shortlist. Shorltist is everything I needed from a contractor management software. they keep improving and listening to their customers and I am always impressed.

Cons

The cons, not many cons here. The only thing I would say is its so secure that sometimes It can take a little bit to log in if you forgot your password like myself:) But I ultimately look at this as a positive as Shortlist is holding lots of sensitive information. So security is a huge plus.

October 2017

Tony from First Person Inc

Company Size: 11-50 employees

Industry: Media Production

Time Used: Less than 12 months

Review Source: Capterra


Ease-of-use

3.0

Value for money

3.0

Customer support

2.0

Functionality

4.0

October 2017

The premise of the platform is great - the aesthetic design and functionality sometimes lacks.

The ability to share curation with our talent pool across our various internal stakeholders.

Pros

That we can have ratings, reviews and contextual information about our talent pool. It makes curating our talent much easier.

Cons

The design feels a bit dated and the functionality fails sometimes. It feels like a product that is very much still in development and lacks polish. Also, we have not used the Project RFP/RFP functionality as much as originally anticipated - although that is not necessarily the result of the software. However, the lack of flexibility in modifying questionnaires feels clunky at best and downright annoying at worst.

August 2018

Jessica from Lone Star

Verified Reviewer

Company Size: 51-200 employees

Industry: Management Consulting

Time Used: Less than 12 months

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

4.0

August 2018

Vital Tool for Our Business

Overall, our experience with Shortlist has been fantastic. Our business uses the tool a little differently and they have been accommodating to our needs. They are constantly improving their product and it is great to see those updates frequently. The customer service is top notch and everyone is warm and friendly. Most of my contractors are impressed with the system. They appreciate how easy it is to do business with us now that we have Shortlist.

Pros

I really like that this system allows me to keep everything in one place. I used to have information all over the place (emails, Adobe cloud, paper files, Sharepoint, word/excel files, etc). My team used to wait on me for information that they now have at the click of a button. It has streamlined my process so significantly and it costs less than hiring another person to help me.

Cons

One improvement that I would like to see is in the search function. I think it would be great if you could search certain key words in certain places of a profile. For example, in the resume, description or internal notes. It would also be nice to see the keywords highlighted so that it is obvious where in the profile it is located. Being able to preview a document without having to download would be beneficial for my team.

Response from Shortlist

Replied August 2018

Thanks Jessica! These are some great suggestions for improvement. Let's cover on our next Customer Success check in call.