All Kantata Reviews

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User Profile

Mike

Verified reviewer

Marketing and Advertising, 51-200 employees

Used daily for less than 2 years

Review Source: Capterra
This review was submitted organically. No incentive was offered

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

4

Reviewed October 2019

Awesome platform that's only getting better

Overall, using Mavenlink has been great - it has made a very positive impact on day-to-day functions as a business. I would recommend it highly to agencies for its flexibility and extensive functionality to manage resources and projects.

PROS

The reporting functionality Mavenlink offers is extensive and has enabled us to get much better visibility to our project, program, portfolio and resourcing data. Which in turn has allowed us to set/adjust our KPI/KRIs and better inform business decisions with the data we have available. In using Mavenlink how it's meant to be used, not only have we improved our business practices but our PMO has gained valuable insight into important aspects of the business that were previously siloed. The fact that Mavenlink actually continues to improve its platform based on user feedback is a massive plus, as new functionality becomes available to better utilize the platform.

CONS

There are some small (very small in most cases) problems we have with some functionality i.e. the naming/categorization of metrics in the reporting suite could be clearer, when approving/rejecting timesheets, adding a comment to a specific entry would be preferable, rather than the comment being published to all entries.

Reason for choosing Kantata

Fitted to our budget and offered functionality we saw as essential to resource management.

Reasons for switching to Kantata

Budgetary reasons mainly but we also needed a platform that would allow us to manage resources more efficiently as well.

Andrew

Marketing and Advertising, 201-500 employees

Used daily for more than 2 years

Review Source: Capterra
This review was submitted organically. No incentive was offered

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed November 2023

Effective tool with ease of use and a broad range of features

Very good. We have made suggestions that have been listened to and implemented, we have worked with their customer success team extensively to our benefit. Their help support is excellent when you encounter problems and the software was adaptable to all our needs.

PROS

There is a lot to like about the product. Easy task management with lots of capabilities, time and expense tracking that is simple. Extended resource management options for minute details or broad allocations and a really engaged Customer Success team.

CONS

Not a lot to write here. I think the only issue is that it is hard to use at a hourly scale where you need to set time deadlines in the day.

Reasons for switching to Kantata

WOrkfront was really hard to work with and the reporting was not in depth enough

Anonymous

11-50 employees

Used daily for less than 12 months

Review Source: Capterra
This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

OVERALL RATING:

3

EASE OF USE

4

VALUE FOR MONEY

3

CUSTOMER SUPPORT

3

FUNCTIONALITY

3

Reviewed September 2020

OK for the basics, advanced functionality is either missing or not well implemented

Implementation was not very well executed. We basically had to figure it out on our own. THe "integrations" through thier 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.

PROS

Ease of use, Reporting, Project Financials

CONS

M Bridge integration platform is a complete failure. Its 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.

Reason for choosing Kantata

Simple workflows, reporting and ease of use.

Reasons for switching to Kantata

Workfront was too dificult to use, our clients could not or would not engage with us using it. THe functionality was there, but the interface was very poor.

Anonymous

1,001-5,000 employees

Used daily for less than 2 years

Review Source: Capterra
This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

OVERALL RATING:

4

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

4

Reviewed December 2020

Outstanding solution for our entire workforce

The overall experience from the get go was very positive, as we started the onboarding process and conducted internal training where I was able to get a lot of great feedback from my coworkers about how they find the ease of use and how they like the online product training catalog that is available.

PROS

I am able to view tasks for current projects, track upcoming projects, add notes and tag team members easily in a very organized way that allows me to save time and resources on a regular basis. My coworkers who I interface with closely have had a similar positive experience and I cannot recommend it enough.

CONS

The ability to customize what is viewable and editable in the main menu ( such as projects, tasks, insights) based on user permissions would make it easier tailor the overall product experience to our teams needs.

Reason for choosing Kantata

Mavenlink stood out based on how robust and intuitive it is and how its able to track project activities seamlessly without having to switch between different menus, product views and dashboards within the solution.

Andy

Information Technology and Services, 11-50 employees

Used daily for less than 12 months

Review Source: Capterra
This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

OVERALL RATING:

4

EASE OF USE

2

VALUE FOR MONEY

3

CUSTOMER SUPPORT

3

FUNCTIONALITY

2

Reviewed September 2020

Getting better

Nice tool with powerful reporting that needs significant improvement on usability.

PROS

Robust reporting, integration to NetSuite, hierarchical team management, Activity feed

CONS

Ease of use needs significant improvement. Needs user configurable workflows and fields. User roles and security have no flexibility. Interface and reporting designed by someone who never has to use the application to run their day.

Reason for choosing Kantata

Integration to NetSuite. Easy to use time entry. budget and profitability reporting.

Reasons for switching to Kantata

Integration to NetSuite

Gene

Civil Engineering, 11-50 employees

Used daily for less than 2 years

Review Source: Capterra
This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

OVERALL RATING:

4

EASE OF USE

4

VALUE FOR MONEY

4

CUSTOMER SUPPORT

4

FUNCTIONALITY

4

Reviewed September 2020

Mavenlink is a useful tool

Good

PROS

Customization of task lists, project fields, etc.

CONS

Gantt Schedule (hard to display), Reporting (albeit powerful, application for creating reports is not user-friendly in the slightest)

Reason for choosing Kantata

Program/portfolio management capabilities. Scalability

Reasons for switching to Kantata

More functionality

User Profile

Christine

Verified reviewer

Market Research, 51-200 employees

Used daily for less than 6 months

Review Source: Capterra
This review was submitted organically. No incentive was offered

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

4

FUNCTIONALITY

5

Reviewed January 2022

New user, smooth implementation

The technical consultant support during the implementation was fantastic. Our POC was great about helping us stay on track with all that needed to be tackled as well providing us in the moment or chasing down answers we needed to keep things moving. Adoption within the organization has been successful - a mix of the training support we got from ML and our own custom support. But the intuitiveness of the tool helped the adoption be smooth. Now we are just starting to reap the benefits of the visibility, insights and better overall management of our work.

PROS

We are new to having a PSA and PM tool. So it was great to go from each department having their own spreadsheets to one point of truth and full visibility across the project. But as well - all the in built finance management and integrations we setup has streamlined so many additional administrative elements of managing our work. And the real time visibility to project performance (timelines and finances) is great.

CONS

Navigating some of the integrations has been a little longer than I would have hoped for the roll-out. The support to get things implemented was not as timely as we would have hoped.

Reason for choosing Kantata

It not only met our needs but excelled compared to others. It has additional functionality we can grow into as we evolve and advance.

Kelsey

Design, 51-200 employees

Used daily for more than 2 years

Review Source: Capterra
This review was submitted organically. No incentive was offered

OVERALL RATING:

4

EASE OF USE

4

VALUE FOR MONEY

4

CUSTOMER SUPPORT

2

FUNCTIONALITY

4

Reviewed September 2020

MavenLink for the Win

We really love MavenLink and especially love working with a company who is constantly evolving and taking their clients feedback and evolving.

PROS

We needed a unified system that did: task tracking, budget tracking, project schedules, time entry and resource management. MavenLink nails it in those arenas! Finally we have a tool that doesn't require another 15 tools!

CONS

There are a lot of features and options for how to do things, and not enough "how to" videos that their competitors have.

Reasons for switching to Kantata

Needed a more robust, and prettier user interface, system.

Matthew

Marketing and Advertising, 51-200 employees

Used daily for less than 2 years

Review Source: Capterra
This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

OVERALL RATING:

4

EASE OF USE

4

CUSTOMER SUPPORT

3

FUNCTIONALITY

4

Reviewed January 2020

Overall good with a few weak areas.

We were able to provide better forecasting and manage budgets against timelines. All time entry is much better managed in a central location. We can also easily track which resources are available or not.

PROS

- Time Entry - Management of individual projects - Integrations w/ Jira - Forecasting/Planning - Happy to have approvals, but they could be more flexible. - Managing budgets against project timelines.

CONS

- Invoicing - Reporting - Happy to have approvals, but they could be more flexible. - Granularity of permissions

Reasons for switching to Kantata

We were previously using a combination of Freshbooks, Smartsheets, Google Sheets and some others. We switched to Mavenlink to consolidate all of this information into a single platform.

Pat

Marketing and Advertising, 51-200 employees

Used daily for less than 12 months

Review Source: Capterra
This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

OVERALL RATING:

4

EASE OF USE

5

FUNCTIONALITY

4

Reviewed December 2019

Works well for agencies

Overall, does well for project management. We lacked the ability to easily report on utilization rates and time entries in convenient ways. Mavenlink changed that for the better. Team collaboration with public and private posts can be more streamlined than emails, which can become siloed. Scheduling time and resource planner features are really handy, although I often don't get to what I planned...

PROS

Budget tracking is easy and effective, although depending on configuration, it can differ between the finances and budget tabs within a project. Gantt view is super helpful for changing timelines and communicating with client.

CONS

The task tracker sometimes is really slow to load when moving tasks around within a given project. There is often a huge number of notifications, but you can configure those to limit them significantly if necessary.

Reasons for switching to Kantata

Workamajig ran on flash and was ancient. We had huge gaps in reporting.

Dayna

Marketing and Advertising, 11-50 employees

Used daily for less than 2 years

Review Source
This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

OVERALL RATING:

3

EASE OF USE

3

CUSTOMER SUPPORT

4

FUNCTIONALITY

3

Reviewed November 2021

Great tool

We are able to forecast and utilize our team's time in one place that everyone has access to. It helps us to have a single place to find jobs, tasks, projects, and track our hours.

PROS

Ability to track hours, tasks, and projects at a high-level view. I like how this tool helps our team on track and on the task in our virtual environment.

CONS

Downtime, site errors, slow load times and site crashing

Reasons for switching to Kantata

Being able to use Mavenlink for both functions the listed tools solved for our team

Krista

Information Technology and Services, 501-1,000 employees

Used daily for more than 2 years

Review Source: Capterra
This review was submitted organically. No incentive was offered

OVERALL RATING:

4

EASE OF USE

5

CUSTOMER SUPPORT

4

FUNCTIONALITY

4

Reviewed May 2023

Powerful software with built in training

My company uses Kantata for time entry, revenue & cost tracking, and invoicing projects. In my role, specifically, I handle onboarding new employees, managing weekly time entry reports, time adjustments, project setup, PO allocations, and invoicing. I previously used Sage 100 to invoice and have found Kantata to be leagues ahead of that software.

PROS

The features I like most about Kantata are the appearance of the interface, the built in training that's available, & how quickly modified information is updated for reporting and invoicing.

CONS

When first introduced to Kantata, I was unfamiliar with the process flow and quickly became confused by the different levels (Opportunity, engagement, scope, element, etc.). There is a bit of a learning curve, but after spending some time using the tool, the process began to make sense to me.

Thomas

Internet, 11-50 employees

Used daily for less than 2 years

Review Source: Capterra

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed March 2017

So, yeah, you could call me an evangelist

We implemented Mavenlink specifically to disabuse our organization of several disparate systems we were using for tracking time, task-level project management, and reporting on specific measurements/metrics like utilization, margin and capacity saturation so that we could improve operational efficiencies. We've found that the tool is very flexible, has some great native reporting capabilities that become exceptional when coupled with the Business Insights add-on, it integrates well to SalesForce, it has given us a much better ability to manage projects for clients as well as internal product development projects, and it provides us with much better capabilities toward planning organizational growth and managing to margin at the business unit level down to the project level. While there are still some glitches/issues with the Gantt views, and there are still things we wish it did better, Mavenlink has proven itself to be an exceptionally valuable (and very cost-effective) management tool; the company is consistently providing updates that are meaningful and adding value with subsequent releases that clearly indicate a willingness to listen to the voice of the customer in new feature requests. Overall, I'm personally very impressed with the software, given my team's requirements and unique operational environment.

PROS

Flexible, provides the ability to set up multiple templates for different types of projects, supports T&M and Fixed Fee contract types, integrates to SalesForce, provides multiple views toward project status, continually adding new features and capabilities

CONS

Gantt charts are still in need of a lot of work and help. Still buggy, no user-defined view preferences can be saved.

User Profile

Rachel

Verified reviewer

Marketing and Advertising, 11-50 employees

Used daily for more than 2 years

Review Source: Capterra
This review was submitted organically. No incentive was offered

OVERALL RATING:

4

EASE OF USE

4

VALUE FOR MONEY

3

CUSTOMER SUPPORT

3

FUNCTIONALITY

4

Reviewed September 2022

Needs Improvements But Works Well for Viewing Burn Rates

In the beginning, Kantata really helped us have a better view of project health, but as we have grown and clearly defined processes, etc. Kantata has not grown with us. It looks and feels dated.

PROS

The best thing about Kantata is the ability to see project burn rates at a glance. The time-tracking system is a huge part of that being accurate as well. There are multiple options for our team to track their time so that we can see project burn rates.

CONS

There are several things that haven't been improved at all in the 6+ years that we've used this software. For example, basic things like not being able to customize your task statuses (or at least new options being added), being able to mark a task as complete even when none of the checklist items have been checked off, and not getting a notification when a due date is coming up to remind a team member of a deadline before it is missed, etc. The mobile version is pretty much useless which is sad now that the working world is mostly remote.

Reason for choosing Kantata

The time-tracking features and ability to see project burn rates.

Reasons for switching to Kantata

We needed our time-tracking software and project management software to speak to one another.

Sara

Computer Software, 11-50 employees

Used daily for less than 2 years

Review Source: Capterra
This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

OVERALL RATING:

4

EASE OF USE

3

FUNCTIONALITY

4

Reviewed September 2020

Mavenlink feedback

PROS

The reporting and overview of the project is very helpful. .I also like how you can budget towards individual tasks/milestones. It's also good to see an overview of staff's availability and schedule them on specific days for projects.

CONS

It's very frustrating when you need to allocated in the same amount of time per user across a long period. You have to go in individually to each week to add that time. When you have to do this for multiple users across different projects, it takes a lot of time!!! Should be able to do a recurring staffing - define the time period, how many hrs for which user and project. If there are changes to hrs or staffing for a project, you then have to go in and change across the board - should be able to change that recurring staffing to a different number/person

User Profile

Guy

Verified reviewer

Information Technology and Services, 201-500 employees

Used daily for less than 6 months

Review Source: Capterra
This review was submitted organically. No incentive was offered

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

4

Reviewed June 2020

Excellent User Interface

PROS

Project task management is a huge improvement over our legacy product. The user interface and the various task types have made this my go-to tool, no longer needing MS Project on the side to replicate our task tracking efforts. I like that Mavenlink has included issues into their task types, not just tasks and milestones. Best of all is the user interface to make changes in the GANTT view and for contributors to self-assign a task and log time to it. As a PM, I am spending far less time making in task management activities, instead able to monitor what others have permission to do on their own.

CONS

Still waiting for the golden feature of copy/paste similar tasks to save me even more time.

Mckenzie

Consumer Goods, 501-1,000 employees

Used daily for less than 2 years

Review Source: Capterra
This review was submitted organically. No incentive was offered

OVERALL RATING:

4

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

4

Reviewed August 2018

Mavenlink is a Great Project Management Tool

Mavenlink has allowed us to track everything coming in and out of our department on a daily, monthly and yearly basis. This has shown the demand for our services and how well we manage our time with this demands. We are also able to easily invite those outside of our department to join in and collaborate, which has simplified our daily request process. Everything can be found in one place.

PROS

Mavenlink allows for our team to easily collaborate on projects from beginning to end. We can cater our tasks to our specific needs and show the progress along the way for everyone to see. The updates that are sent via email keep me on track with the numerous projects I have at hand. The time tracking integration is beneficial to us when we are working with outside clients. This function is simple to use!

CONS

I find it difficult to access archived projects when I need to refer back to them. It appears that you need to know the exact title of the project in order to search it. Even though the time tracking function is simple to use, I do wish I could pause my time on one project without tracking it and move to another project where I start tracking time as well. I feel that I have to submit small increments of time often because I cannot do this.

Danielle

Management Consulting, 1 employee

Used daily for more than 2 years

Review Source: Capterra
This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

OVERALL RATING:

5

EASE OF USE

4

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed February 2020

A Robust Must-Try for Service-Based Orgs!

ML has helped my organization to clearly define accountability and responsibilities. Additionally, it allows for project profitability to be easily found without having to compile data from multiple sources.

PROS

I believe that the best part of Mavenlink is that it's an all-in-one program. One could use this for the day-to-day management of their projects without having to use outside programs. It combines project management, resource management, budget management, estimating, time-tracking, reporting and so much more.

CONS

I think the learning curve can be pretty steep. I attribute this lack of intuition to the robust nature of the service, but it could do with a revamp of the UI/UX. I also dislike the format of the resource management. There are currently two ways to manage resources: Master Planning and Resource Planner. The two work together but are also very separate features. The entire reource management system could use an overhaul to reduce confusion and to make resource changes easier.

Jessica

Graphic Design

Used free trial

OVERALL RATING:

4

EASE OF USE

3

CUSTOMER SUPPORT

3

FUNCTIONALITY

4

Reviewed January 2015

Mavenlink for small business!

PROS

Coming from a large tech company, we built most of our project applications in house. After starting with a small business back in November, I spent my first couple of weeks finding the right tool to fit the projects that we manage. Most of the tools we found had something we liked and a lot that was overkill for a small company like us. Mavenlink has several product offerings that cater to different-sized businesses. For example, a lot of other products have an 'enterprise edition' that is expensive for only 3-5 users and is overkill (employee timesheets, etc), however, if we were to downgrade to their lower edition we would lose project essential tools like time-tracking and budget management. Mavenlink's 'professional' offering has everything we need aside from an appointment calendar. However it does integrate with my Google calendar! As a small company, we are able to assign out tasks and see where the project stands at every moment with budget tracking, time tracking, and current priority. Their chat support is also very helpful.

CONS

The fact that you cannot pay month-to-month and have to commit to a year is a bit disheartening for a small company, but we spent lots of time trying it out to make sure it's what we wanted and it has been great so far. I was also disappointed/ confused on the way their users work. You pay for a set amount of users, however, you can add outside users to individual projects as a part of the company and they have access to track time, etc. When we asked support about this they seemed very confused and told us we'd have to pay for more users so we stopped doing that. However, I don't think we'd actually be charged if we did it that way since those 'users' on individual projects don't show up under the user management section.

User Profile

Josh

Verified reviewer

Computer Software, 11-50 employees

Used daily for less than 2 years

Review Source: Capterra
This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

OVERALL RATING:

3

EASE OF USE

2

VALUE FOR MONEY

1

CUSTOMER SUPPORT

2

FUNCTIONALITY

2

Reviewed November 2017

One of the weaker project management tools out there. I wouldn't recommend this product.

The ability to see my project list at a glance, although this product is plagued with poor support and ultra slow development.

PROS

The UI is simple to use most of the time. It's easy to see your projects listed out, even though the organization tools are pretty weak.

CONS

The software is slow. Updates happen at a snails pace. Our team worked directly with the development team at Mavenlink and their process is just plain slow. The program is bogged down and sluggish. It lacks sub-tasks beyond 5 layers, the estimating feature is a joke and they only just recently implemented a basic WYSIWYG in the activity section. You also can't undo activity unless you go back to the feed. Talk to PMs who actually use this product!

Vendor Response

Thank you for your insight and feedback regarding your experience. We have forwarded your feedback to our product team and will continue to strive to do better. Your CSM has reached out out to you to learn more and continue to advocate on your behalf, regarding these product enhancements and all your concerns. We look forward to continue to working closely with you regarding your experience. Have a nice day and happy holidays.

Replied December 2017

Kion

Graphic Design, 5,001-10,000 employees

Used daily for more than 2 years

Review Source
This review was submitted organically. No incentive was offered

OVERALL RATING:

2

EASE OF USE

2

VALUE FOR MONEY

1

CUSTOMER SUPPORT

2

FUNCTIONALITY

2

Reviewed June 2018

Abruptly changed pricing.

Long story short, I had been paying a certain amount for 6+ years, they kicked my credit card, made me reenter the info and told me that plan wasn't available anymore (no prior notice). Then I was faced with the decision to upgrade to a plan that was 6x more than my original plan! I talked to 2 reps and they both told me "we don't offer that plan anymore". All of this happened in the middle of the week while I am trying to deal with my clients. Anyway, I began using zoho projects which I like much more, it has an app and it integrates with a lot of other zoho products. I would highly recommend since the pricing is similar. I left Mavenlink mainly because of the inconvenience, but ZoHo truly provides the same service plus more!

PROS

The workspace was professional, branding gave the sense of personalization. The file space seemed to be unlimited at the time.

CONS

They don't have an app, the mobile equivalent site is not as user friendly as an app would be. Some of the screens are not responsive on a desktop.

User Profile

ravi

Verified reviewer

Used daily for less than 2 years

Review Source: Capterra
This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

OVERALL RATING:

4

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

4

Reviewed January 2018

Good tool for Internal improvements

Our organisation has been able to streamline a group of integrated teams into a well structured project management tool. It's helped to track our progress in many ongoing projects. It made the team fulfil tasks faster.

PROS

Absolute perfect customer support. We have put resource planning somewhere easily accessible for the whole company. Even before Mavenlink, we had Microsoft Project for this, and it was not as easy-to-use as Mavenlink. The support we've gotten from the Mavenlink team is awesome. Whether it's getting questions answered, prioritising potential feature enhancements, or giving feedback on the product road map . I always know that our voice will be heard and considered.

CONS

Everything is fine, it is just we use custom fields on almost all tasks we create, so when created templates with these task lists because we re-use a lot of the same tasks. Unfortunately, templates do not save custom fields so we've had to add these each time we apply a template. It could be improved.

Djedji

Construction, 2-10 employees

Used daily for less than 12 months

Review Source: Capterra
This review was submitted organically. No incentive was offered

OVERALL RATING:

5

EASE OF USE

5

FUNCTIONALITY

4

Reviewed October 2023

Avis kantata

PROS

Kantata software is very good software for task management. Not only do I save time and productivity, but its user interface is easy as well as the prices which are proportional

CONS

The disadvantages of kantata are that it does not have a free version and despite the easy access of its user interface, the latter remains a little customizable

User Profile

Morgan

Verified reviewer

Marketing and Advertising, 11-50 employees

Used daily for more than 2 years

Review Source: Capterra
This review was submitted organically. No incentive was offered

OVERALL RATING:

4

EASE OF USE

5

FUNCTIONALITY

4

Reviewed October 2018

Efficient Project Management System

I love having Mavenlink as our project management system. It's much more efficient and user-friendly than the system we used before, and they seem to always be improving it which is good to know from the user point of view.

PROS

The ability to keep up with each individual project, its tasks and subtasks and everything else involved, without worrying about it getting lost in our Google Drive or desktops. It's a good place to store information, communicate with coworkers, and stay up-to-date on the project's status.

CONS

The recurring projects (which make up about 75% of our company) sometimes have trouble repeating correctly each month. The dates will be off and we have to go in and manually adjust a few things, which isn't a huge deal but it's an inconvenience that we'd prefer to avoid.

Hans

Marketing and Advertising, 1,001-5,000 employees

Used daily for less than 2 years

Review Source: Capterra
This review was submitted organically. No incentive was offered

OVERALL RATING:

4

EASE OF USE

4

CUSTOMER SUPPORT

5

FUNCTIONALITY

4

Reviewed September 2020

Flexible platform, engaged support team, always getting better.

The client success and technical support teams have been exemplary to work with. They truly work to understand your use case for the product and offer solutions, and even involve us in conversations with the product teams to share our perspective on new feature sets.

PROS

It's clear that the platform is designed to fit many different styles of work, and much of it is highly configurable to your preferences. With the integrated APIs to Salesforce and Active Directory, among others, it's worked well to seamlessly stay in sync with the rest of our systems.

CONS

The Insights reporting platform is very powerful, but complex to learn how to implement custom configurations. You'll do well here if you have experience querying relational databases like SQL, but otherwise you will depend heavily on assistance from the support team and documentation to make adjustments to the custom reports.

Showing 1 - 25 of 595 Reviews