Professional Documents
Culture Documents
CRM PM Systems
CRM PM Systems
?
Evaluation date
Insightly supports tags for opportunities, projects, contacts, organizations, and emails. However, tags for projects are totally separate from tags for contacts, and searches for the tag name don't find any.
A glorified
Contacts, projects, opportunities, tasks support custom fields, but only up to 10, and only text, drop-down and date (compare to Podio or Solve360). Projects, like contacts, can have
database,
a photo/image.
with
nice forms and
Bitrix24 with
The Gmail contextual gadget can be used to add tasks, projects, opportunities, and emails, but not contacts. Email notifications include a daily
Social
email
CRM,
reminder
tasks with overdue tasks. reporting. A set of
numerous powerful
are ancillary.
fields is called an
CRM+PM looking extra features, but
Social media integration is relatively simple: LinkedIn profiles and latest tweets are shown for contacts, and for organizations, there is an event
+ built
tabwith
with Google search items.
"app", though it
quasi-sleek
you have to host it.
Project
Project
MongoDB - http:
has very little
http://www.
PHP (with their own http://www.affinitylive.com/tour/
framework, http://www.activecollab.com/forums/post/23600/) (between
+ MySQL, buy and host
http://www.bitrix24.
on your server. Creates a web serverExtJS-based
for external users.
impressive cloud office/groupware
Salesforce's replacement
suite: Hodgepodge
docs,for
presentations,
Manymoon.
of
project management,
management
CRM, HR, issue
tracker, flowchart etc. etc., that you can download
Insightly and
has license
been adding
to runsough-after
on your ownfeatures
servers.at a stedy if slow pace: API in October 2012 and reporting
collaboration,
in March
no 2013
Claims
- http://blog.insight.ly/2013/03/new-reporting-features-insightly.html
to be a
//www.
functionality
producteev.
Tested the hosted "Try"
http://www.affinitylive.com/product/
version, which ishttp://www.
2.3.7
WORKetc and
com/prices/selfVery simple but sleek
features,
task management.
badly
http://goplanapp.
Bought by Do - http://support.manymoon.com/entries/20447858-introducing-do-com
CRM, no Gmail
CRM+PM solution. readwriteweb.
Lead management beyond data entry com/#features + Version 3 looks a lot
Aimed
moreatmodern:
service http://www.activecollab.com/version-3/
companies
apollohq.com/
with similar, structured, repetitive,
Wrike)
billable projects hosted.php
Tested.
Attach plain-text notes
integrated
and files.
Tested
com/home/features
Insightly lacks Gantt charts. Comments, notes, task details do not support richNo
formating,
new signups
only plain
accepted
gadget
text. Email import from
No Gmail
Gmailgadget.
misses formatting.
com/cloud/2011/03/cloud-startup-spotlight-crm-pi.php
The user community
tool for SMEs
was deleted
andindisplay.
January 2012. task management
2012-09-02 2012-Feb
2012-Feb
2012-09-01
2012-Dec
Good at invoicing
and time tracking.
No integrations,
community or API.
A different approach to
CRM+PM
Rudimentary
pipeline CRM/task
management that
lives in the Gmail
inbox.
Can be used to
track leads or
Open source PM,
tickets; anything
sleek UI in beta
that moves
(which is not OSS
through stages.
yet)
2012-Sep
To invite the user as a collaborator, you need to send them an invitation from https://www.wrike.com/googleap
No tagging of "users" anyway.
Activity stream
API
Yes
Yes
Community around
the software
Uservoice forum
only: http://ideas.
affinitylive.com
Full-blown forum - - "General help"
http://www.
section requires
activecollab.
votes to post, and
com/forums/
you get 10
Cost
$23/mo for 18
projects & 7 CRM
users
$48/mo for 40
projects, 18 CRM
users
Custom fields
Video claims so
Dependencies
among tasks and
projects
Apparently not.
No projects
hierarchy.
Development
Active
Frequent updates
with real, useful
features - http:
//www.applicomhq.
com/blog
+ CHANGELOG!
http://www.
apollohq.
com/changelog/
Uses dojo
Documentation
http://www.
activecollab.
com/docs/, but not
for the new 3.0 API
yet
Ergonomics
Google Calendar
integration
Google Contacts
integration
Google Docs
One-item view
makes it
impossible to see
more than one
project at a time.
No - iCal feed
couldn't be
imported
No
No
In CRM - http:
//www.bitrix24.
com/support/forum/messages/forum3/topic1025/message5359/#message5359
- can't define
entirely custom
objects like in
None; in fact, no settings at all
Podio
Claimed
for PM or CRM!
Private, Zendesk
http://support.
Private within LiquidPlanner,
manymoon.
+ or just report bugs com/anonymous_requests/new
in the forum
Private, ZenDesk
No
Forum, monitored
by LP team
Two-way
One way
No
Nothing?
Yes
Xero, Saasu,
Twitter, Yammer;
exports for
Quickbooks etc.
Solve360 import!
Nothing listed, no
API
Keyboard shortcuts
Easy, maybe
except
permissions
Ilija Studen
Looks
No
Notifications
Permalinks
Yes
Private, powered
by Assistly - http:
//support.nimble.
com/customer/portal/emails/new
https://www.
mavenlink.
com/signup#?
tab=fullcomparison
free for up to 3
active projects;
$40/mo for
unlimited
Confusing,
$1/user/mo for
some things, $8 for
others
$15/mo/user - http:
//www.nimble.
com/pricing/
Maximum 5 per
Took them 2 years to implement the simplest custom fields.
task or project, and
Can define text, number, date, money, image, category, map etc.
they are limited to
+ can filter which fields to display in the Table layout
For contacts, projects, opportunities, tasks. But only text, adrop-down
set of values
and(no
date. Lame, http://support.insight.ly/entries/178641-customized-fields?page=1#post_20882556
For leads, tested in
free-text or
the demo: text,
SUPER LAME limitation (due to using a relational database,
anything
most else).
likely MySQL): Max 10 custom fields per item: http://support.insight.ly/entries/20675038-need-more-than-10-custom-fields?page=1#post_20899443
drop-down
N/A
Very powerful,
best of
REST API
Competent, English/Canadian,Private,
privateZenDesk.
- http://admin.worketc.com/community/bug
Yes
$40/mo: 3 accounts, 50
projects, 10k contacts
$70/mo: 6 accounts, 500
projects, 20k contacts
Apparently no
difference between
users and
collaborators; can
invite people by
email address
Free
$40/user/month, unlimited
everything
5 users $50/mo
15 users $100/mo
http://www.wrike.com/price.jsp
Open source
No - http://www.
Project blogs contain task lists, which contain tasks
Can set a
Apparently tasks
facebook.
+ can rearrange tasks in a task list (or among task lists) via drag-and-droppredecessor within Tasks belong to a project
don't even belong
com/rulefm/posts/334536973258029
- "We dont do folders (or hierarchies).
N/A These are super important to us and
a task
we wont shake them."
Apparently
- http://norada.com/forums/viewthread/2579/
can't drag-and-drop
to projects. tasks
Fully hierarchical
Visually in the Gantt chart / timeline
+ can rearrange tasks via drag-and-drop
Sub-tasks: within
no, butanot
project,
needed
in the
apparently:
Gantt tabhttp://vote.wrike.com/forums/125507-general/suggestions/2383517
http://support.
capsulecrm.com/
Note tested.
Can FWD/BCC
emails to its
dropbox
Can send a daily
reminder of tasks
http://www.cubedrive.com/help
+ great screenshots
- but mostly self-explanatory
Weak - http://help.
do.com, but not
really necessary
given Do's
simplicity
FAQ is lame.
Concepts - http://insight.
ly/InsightlyForGoogleAppsConceptGuide.pdf
No other documentation besides
the forum posts.
With ugly
addresses like
task+nextweek@6556xxxx.blueseed.highrisehq.com
- Wrike is much
better
- addresses aren't
even uniform.
Deals are sent to a
different one,
No mention, but recollection of
deal+dropbox@2920xxxx.blueseed.highrisehq.com
possibility to create tasks via email.
Apparently not
No - http://capsule.
uservoice.
Very good, about as good as
com/forums/5384- Wrike's
general/suggestions/467115-gantt-chart
- no zooming
No
Yes
Yes, http://www.liquidplanner.com/help/collaborating/email-integration.html
+ create task by sending
Dailyemail
agenda,
to the
with
address of the workspace (numeric)
+ can add commentsclickable
and attachments
links to via email to a task or project
- using a different email
mark
address
task asfor each...
complete or to
Can also send outbound
reassign
notification emails and status update requests.
Mediocre
Read-only
Tested: none
Never mentioned
N/A
None - http://support.insight.
ly/entries/301511-graphicalfeedback-of-dependencies
No - http:
One or two-way synch, http://blog.
//stackoverflow.
insight.ly/2012/07/google-calendarcom/questions/6427560/google-apps-integration-to-basecamp-highrise
sync.html
Yes
N/A
Good - create tasks with deadlines and attachments by sending email, track progress from replies: http://www
- everything is based on the subject line, which makes the feature unusable for working outside the organizatio
+ mark a task as completed by clicking a link in the email
http://help.
http://admin.worketc.com/Community/Forums?Topic=619:
+ Daily to-do emails, interactive
"[todo]
- http://www.wrike.com/help/smart-email-integration/everyday-to-do-emails
in the subject line will create a task"
teambox.
- Emails about ToDo-s also don't
* Tocontain
mark alinks
task to
completed,
mark the task
you can
as completed
also add [completed]
(Wrike doestothis)
the and
Subjects,
also lose
which
rich
splits
text the
formatting.
thread in Gmail.
No - http://norada.com/forums/viewthread/2579/,
Lives in Gmail andcom/knowledgebase/articles/10243-using-teambox-via-email
they refuse to implement it: "We dont manage
No mention
tasks independently
No
of a project or contact, here we want
- nothings
daily agenda
to have email:
context"
http://blueseed.worketc.com/Community/Forums?Message=5377
+ can forward an email to wrike@wrike.com, and a task will be created.
Everything is
designed to fit the
ExtJS mold. In
contact details, for
example, the
Somewhat annoying UI idiosyncrasies
Can rapidly add
Occasional bug: can't
emphasis
add a person's
is on contact details in one shot. Must add the name first, then save, and click edit to add the rest (!). Other bugs with expanding/collapsing elements.
Gmail gadget forces tasks to be created around a contact
one task after
Can't create new labels
formonfields,
the fly
not on
All items pertaining to a project are
Decent
just added to the project. Every other PM
another
software separates
+ good
themfiltering
into Tasks,
by label,
the
Notes,
information.
easiest
Filesyet
etc.of all 38
Tested: Mediocre
Tested: Excellent
No
No - http:
//stackoverflow.
com/questions/6427560/google-apps-integration-to-basecamp-highrise
No
No
LinkedIn, Twitter
No
"Ample" - http:
//asana.
Not prominently
com/product#different
featured
Easy
No
iPhone. HTML5
mobile site for
Android and
tablets.
Can subscribe
other users to
CRM tasks - http:
//www.applicomhq.
com/content/subscribing-crm-users-to-crm-tasks-in-apollo
In bottom-right
Daily digest (but
corner and via
not agenda?)
Email
email
Yes, numeric
(cryptic)
Mediocre
Yes
UI is more web1.5
than web2.0; as in,
nowhere nearly as
slick as modern
systems like Write
(whose UI is quite
similar to
Facebook).
Nothing relevant
Easy
No
Email, desktop
-No daily tasklist
like Wrike
Tested: NO
Yes
Plain-text emails
that a task is due.
Can't mark it done
from the email
Daily email reminder with overdue
itself.
tasks
No
MS Project XML
Quickbooks
MailChimp,
WuFoo, HubSpot
Google Contacts
Campaign Monitor
delicious
Evernote
MailChimp,
FreshBooks
WuFoo, Exchange, Google Alerts
Highrise. https:
instapaper
//app01.nutshell.
rss
com/setup/integration
Zendesk
None. Can't
reorder tasks
either.
Exists, http://www.wrike.
com/google-apps.jsp, but one-way No - http://zurmo.
only: http://vote.wrike.
org/forums/index.
com/forums/125507php?/topic/162general/suggestions/2223211google-appsgoogle-calendar-integration
integration/
No - http://zurmo.
org/forums/index.
php?/topic/162google-appsintegration/
No
Moderate
Relatively easy
Simple but
functional
sufficiently
ergonomic. Not as
slick as Wrike, not
as stuffy as
WORKetc., not as
weird as Solve360.
Only 3
Evernote
Easy
Neat
iPhone, iPad,
Android under way
Android, iPhone
ZenDesk: http://norada.com/?uri=norada/crm/solve360_zendesk
Nothing?
Box, Dropbox
Moderate.
Training available: http:
//norada.com/?
uri=norada/training
Okay, some UI
inconsistencies
visible right away
No
Apparently not
Can't navigate
among tasks
Easy
Easy
Android - http://blog.podio.com/2012/09/27/podio-for-android
- WTF, can't search! Can't delete either.
iPhone
iPad
+ all look sleek
Core focus
None listed
Easy
That's it.
Not really
Easy enough
Gmail-like
Beta 4: sleek,
sometimes 3-pane
- http://www.
youtube.
com/watch?
v=3qS9CsjKLRQ
Current: okay
Gmail style,
minimalistic,
functional
No
No
No
Email,
configurable.
Sound notifications
for events
targeting you. https://www.
youtube.
com/watch?
Email and RSS feed updates Can set up
Can tag people
No email notification yet, WTF, after 2 years
v=6unRBjLkVYc#t=44s
in business - http://support.nimble.com/customer/portal/questions/122449-notifications-when-assigned-to-a-task
on comments to projects
reminders per box with @name
Heavy
Could enable
Chrome desktop
notifications
To contacts and project blogs, but you have to out the window to get the URL. URLs have user-unfriendly numeric IDs.
No permalinks to tasks.
No permalinks to many of the pages on norada.co, despite user complaints.
Administrators can
impersonate a
user to test from
their point of view
Roles, groups,
ACLs
The other team members are russians from the Bay Area - http://www.linkedin.com/search/fpsearch?company
Support seems to be outsourced in Russia. None of the support personnel appear in LinkedIn under Wrike.
Acceptable,
though not terribly
sleek
Yes
No
Toaster
notifications
lucianbaciu@gmail.com, 40-758-579-565
Lucian Baciu - http://www.topcoder.com/tc?module=MemberProfile&cr=14840263
Some Germans
Whois info:
blind to the fact
Louis Pasteur, 65Clujthat
Napoca,
most Cluj 400353
Daniel Barnett - http://www.
Romania
developers speak
linkedin.com/profile/view?
+40 (076) 119-7397 English
id=10292172
Asterisk PBX
software
No
Moderate
Nice, a bit
cluttered
Semi-friendly. The
To leads (clean),
trailing item is
to contacts (crufty) numeric.
Nothing listed
No
Nice, Martin
Andersson
To module:
accounts,
contacts, leads,
meetings, notes,
opportunities,
tasks, users
WuFoo
Nothing listed
None - http:
Edit, Like, Task,
//nimble.uservoice.
prev/next
com/forums/126687-nimble/suggestions/3164785-have-shortcut-keys-like-goldmine-to
- no Ctrl+K for links
Configurable
+ can share
specific items with
unlimited external
users
Could at most
export, but
apparently not
Yes - http://worketc.
com/features/project_tracking_software
+ can manipulate,
Yes, interactive, looks great.
interactive
+ Tasks across ALL folders (projects)
Nocan be managed in the charts - http://www.wrike.com/gantt-chart-softwa
Contacts from
Google, Yahoo!
and others, and
asks for username
& password.
- no CSV import
No
Apparently
Good - https://www.wrike.
com/help/flexible-structures/sharea-folder
All docs/features: http://www.
http://zurmo.
wrike.com/help.htm
org/wiki
No x 2
Tested: At least
one way, to a
specified Google
Calendar
Good
Tested: none
available
In Report & Update Activities -> Show timeline for. They haven't planned any work on it since June 2010 - http://norada.com/forums/viewthread/939/
Screenshot: http://norada.com/news/200904.html
Not before Q3 2012 Can
- http://www.facebook.com/rulefm/posts/334536973258029,
drag tasks to change duration,
No but not start date (!) - bugbut you can " drag and drop timelines
No via a project's calendar"
No
No
No
Yes, but
apparently not
interactive
http:
//knowledgebase.
wbpsystems.
com/#Torch
No - http://torch.
wbpsystems.
Retarded. Had to enter
Addan
contacts
authentication
tasks, project,
token to setup (because of lack of Google Apps integration).
Contacts in gadget: http://timetonote.blogspot.com/2010/07/new-cool-feature-gmail-integration.html
com/google.php,
No - http://zurmo.
- Doesn't pick up theopportunities,
contact's name
emails.
from the email when adding a contact, let alone the organization
* Create
(onlyproject
the email;
or Insightly
No - https:
is much better).
Create contact but "on Ben's list" * Create tasks from email button - video
org/forums/index.
at http://www.youtube.com/watch?v=FR2jL7MaiBs but Manymoon's ta
- Prompts me to add-myself.
Still, only scans the From field,
No - http://www.
task
//mavenlink.
http://www.
Gadget - pulls all contact details and history: http://norada.com/?uri=norada/crm/solve360_and_gmail_hook-up
New contacts are not actionable. Can't open
https://www.
a new window for them, even with popup blocking
- Nothing
completely
for contacts
disabled.
(Wrike doesn'tphp?/topic/162do CRM)
- Only picks up the From,
and support
not the refused
other people
to scan
in To
TO or CC.
liquidplanner.
- can't create
zendesk.
nutshell.
- Will NOT create task and they won't "shake" their conviction - http://norada.com/forums/viewthread/2579/
wbpsystems.
Create leads, tasks etc.
- the taks's description can't be edited
google-apps! The Rapportive Raplet
and works
CC, claiming
MUCH it's
better
impossible
at adding people.
com/forums/post/1726237
contact
com/entries/20559613-gadget-for-gmail
Tested, didn't ask forNo
themention
permissions
of anywhere;
to do
com/blog/2011/06/google-apps/
so instead,
when installing
seemsCan
to
- http://community.myerp.com/opensocial/ningapps/show?appUrl=http%3A%2F%2Fapps.io%2Fideas%2F%3Fning-app-status%3Dnetwork&owner=2t5pub6rgp9tb
read
onlyGmail
createvia
tasks,
IMAP
like
- http://support.nimble.com/customer/portal/articles/search?page=2&q=gmail
Wrike, but gets
Nothe email body in the task description too.
- Doesn't
Haven't
detect
foundthe
a use
CC or
forTO
it infields
two
N/Amonths
in emails:
of daily
http://norada.com/forums/viewthread/3232/
usage.
No - http://help.teambox.com/forums/86927-ideas-and-suggestions/suggestions/1233825-gmail-contextual-gadget,
Emails can be imported
Tested:
fromno
the gadget com/forum/discussion/comment/2217#Comment_2217
but are truncated to 1000
- can'tcharacters,
see contact
but willing
and
infoformatting
intothe
accept
gadget;
- the
ishelp
lost.
email
contact
contents
opens
is in
nota automatically
new window
integration/
imported (WTF)
No
Nothing listed
No, despite
requests since
February 2012
None really.
There's the
developer's blog.
+ but not much is
necessary
Pretty good
http://norada.com/index.php?
uri=/norada/crm/googleapps_deletion
Fucked up - can
import contacts in
the special
"Contacts"...
module? (not an
app). Contacts
can't be shared
across an
organization.
Nothing?
Moderate
Good
At least one-way:
https://www.
youtube.
com/watch?
One-way: http://www.liquidplanner.com/blog/2012/2/3/february-release-google-calendar-integration-and-more.html
Claimed
and no v=HQ8A0Q7RI5w#t=99s
plans for a two-way sync
LinkedIn, Twitter,
SMS (can send
when tasks are
due).
- reads photos
from LinkedIn in
SOME cases.
Rapportive is way
better, of course.
LOTS - http:
//capsulecrm.
com/features#/addons
Wufoo, MailChimp,
Zendesk, Xero,
everything
ZenDesk help
centre, lacking.
Had to send
numerous
questions to
support.
Nope - http:
//capsule.
No, has its own documents,
uservoice.
spreadsheets, presentations
com/forums/5384- and flowchart software.
general/suggestions/793405-attach-google-docs
- document editing is not live
And it's been
(docs mention "conflict editing
THREE YEARS.
detect")
Minimal but
adequate, readonly: http://www.
nutshell.
com/support/
Comprehensive http://www.
liquidplanner.
com/help
No trace of
14-day trial
Apparently not
Some sharing
features
Yes, Mantis
Excellent - http://www.wrike.
com/tour.jsp#collaborate-efficiently Yes
FAQ, Forum
Sleek, modern,
using Dojo. http:
In-between Wrike
//www.applicomhq.
and WORKetc.
com/content/attach-a-contact-to-a-project-in-apollo
Clean
Could be cleaner.
External users
have reduced
permissions
Apparently none,
Weak API forum:
http://community.
and no
http://groups.
http://www.
myerp.com/ - small
suggestions
None! My posts weregoogle.
the very first in their forum - https://hoist.zendesk.com/forums.
facebook.
Good
A few
- http://norada.
months later, people in the API Developers group asked again for a Users Group.
+ suggest ideas
Exists, but very little either?
community involvement.
ThereMost
is anquestions
API developers
com/group/producteev-api-discuss
are answered
group: http://groups.google.com/group/podio-api?pli=1
by agents.
No community
http://support.nimble.com/customer/portal/topics/34265-community-discussions/questions
com/rulefm
com/forums/
Apparently
Tony Merc Mobily, https://plus.google.com/117182367070097742293/about
Russian. Support
- Spread out among Apollo and 3 other projects:
on Forum
https://plus.google.com/117182367070097742293/posts/h4ub7fKEU4L,
is from
Fenqiang Zhuang, http://ca.linkedin.com/pub/fenqiang-zhuang/7/b35/9b,
https://plus.google.com/100750640411969446197/posts
Seems written in with interesting English (patterns like "panel on the east" and "When this checkbox is checked, you will receive email notification."
- Free Software Magazine
Facebook
seesearly
much more
users
frequent
with Russian
updates than Apollo, and Tony managed to interview Nginx creator Igor Sysoev: http://www.freesoftwaremagazine.com/articles/interview_igor_sysoev_author_apaches_competitor_nginx
Perl (URLs end
- refused to implement
employees
a proper ticket tracking
femalesystem,
names.or to start a community
Team includes two other people (a marketer, thought they
with serenity.pl)
only have 7 FB likes and 5 Twitter followers, and a co-founder developer), but I've never seen a sign
Australians
of them in
anywhere
San Francisco?
(screenshots, the internal social network) - http://www.cubedrive.com/aboutUs.gsp
Mobile app
Yeah
PHP
No Google Apps
integration at all http://help.asana.
com/customer/portal/questions/241671
Probably not
Extremely easy
No
Roadmap! http:
//www.
teamworkpm.
Stopped.
Blog is about
net/roadmap
One Romanian guy, +40-758-579-565, lucianbaciu@timetonote.com
Very slow - look at what has been done in the past 4 years: http://www.wrike.com/blog/category/vision_and_ro
Salesforce bought
Changelog! http:
productivity in
But no big features
Steady but slow, in spite of
Their blog is about
Very, very slow. Haven't
them and now they
//www.nutshell.
general but not
Nothing seems to
developed in the
Continuous but obviously not intensive much
multi-national team of 50+
182 suggested features, 14 completed, 3 under review, 1 started, 7 declined
Active and surprisingly fast development, last release anything
9 days ago
BUT the
implemented ANY of the
offer "Do" - http:
com/changelog/
Extremely slow. Have
about
fixedProducteev's
about 5% of the bugs I reported.
have happened in No blog entries in past two months
Active but slow. No
members. Probably bogged http://vote.wrike.com/forums/125507-general?filter=new&page=10
Not impressed. Last -blog
apparently
post asonly
of Jan
one18Chinese
2012 dates
guy,from
Fenqiang
Nov 16
Zhuang,
2011. product.
In
http://ca.linkedin.com/pub/fenqiang-zhuang/7/b35/9b,
the past
http:
7 months: integration with RightSignature and
withQuote
interesting
Roller.English
No updates
(patterns
to Capsule
like "panel
itself.
on Last
suggestions
the east"
one was
andI on
made,
"When
Junenot
this
3, even
2011.
checkbox
trivial is checked, you will receive email notification."
//manymoon.
231 Uservoice suggestions,
- but most
9 closed
changes
(only
- all
2 required
requests work)
have to
- developments:
http://nimble.uservoice.com/forums/126687-nimble
go through support (can't contact the developers directly) and support is generally very reticent
theinpast
considering
few
forwarding
the past rather
6 months
obvious
(Sep
UX2012).
bugs to
Mostly
the developers,
Answers are
asking
mostfor
often
tangible
use"no",
cases
progress
http://groups.google.com/group/timetonote/browse_thread/thread/234a70c610f97900
when behavior is clearly broken
down
(e.g.
bybrowser's
using old Back buttonAtnot
least
working)
two features seemed implemented already, but the team neglected to update. http://vote.wrike.com/fo
* went public on Feb 3, 2011
//greenropeblog.
ones like "URL field".
Seemingly quite
zendesk.
Much fewer comments
areper
minor
suggestion
or
than
- Also,
for CapsuleCRM
bought by Citrix
http://blog.
in Apr 2012.
months as of
- http://blog.
bug fixes and
from Feb 2012 to
technologies instead of RIA
754 suggestions, 154
* first
closed,
beta10
in accepted
Oct 2010 - http://www.sencha.com/forum/showthread.php?113175-Cubedrive-An-Online-Office-Social-Network-and-Sharing-Community.
greenrope.com/
Their team is a little odd... they're not public like most development teams; instead,
The office
* http://blog.insight.ly
theystuff
use was
names
older,
likeMay
"Emma
2010:
T" http://www.sencha.com/forum/showthread.php?99141-Extjs-3.2-based-Online-Office-2.0
or "Nick F". There's a general
active feeling of slightcom/entries/355042-crm-suggestions
mistrust. Also, they don't seem to be actively developing the+product,
built withtheir
MongoDB,
Twitter
bugfixes
account
http://www.readwriteweb.com/cloud/2011/03/cloud-startup-spotlight-crm-pi.php
rarely tweets,
- they
and
brag
there's
aboutno200,000
community
producteev.com/
(!) organizations
around it, apart
using
from
Podio
the UserVoice
(see blog.podio.com)
suggestionsand
forum
Inflexible
at the
at http://glasscubes.uservoice.com/forums/31355-general
same
- "We
time
dont
complained
do foldersabout
(or
August
hierarchies).
a small
2012development
These
teambox.com/
are
team
super
in response
important
minor
to
to tickets
us
stuff.
and we wont
Last
shake
blogthem."
post is- from
http://norada.com/forums/viewthread/2579/
Sep
Feb2012.
2012.
One guy, apparently:components.
https://www.wbpsystems.com/forum/discussion/comment/2217#Comment_2217
The Uservoice admin, Dmitry, rarely comments: http://vote.wrike.com/users/23251939-dmitry-uvarov/filters/co
- "It's on my list" re. a Gmail gadget
No (tested)
Not a "stream" or "dashboard" feel. In Report & Update -> Show activity changes for
- images are offered for download instead of viewing - http://norada.com/forums/viewthread/3288/
- no pictures of the user, just their name
- read-only view with links back to
Per
the"box"
contact or project
Yes
http://www.facebook.com/Wrike
No
Great
http://support.
manymoon.
Good. Can also
com/categories/4392-user-forums
suggest ideas.
No
No (tested), but
planned after
moving to Dojo 1.7
is completed.
No
None
No Google Apps
integration at all No - http://www.affinitylive.com/product/benefits/google-apps-and-exchange-integration/,
http://help.asana.
but captures http://capsulecrm.
all emails - http://help.affinitylive.com/setup/automatic-email-capture/google-apps-and-postini/ (actually through IMAP, which is not mentioned)
Contextual gadget being
Planned,
considered:
after API
http://ideas.affinitylive.com/forums/135847-feedback-ideas/suggestions/2536316-gmail-contextual-gadget
com/customer/portal/questions/241671
No
com/blog/comments/capsule_contextual_gadget_for_gmail
No
No
Tested: none
No
Invoicing
Priorities
Tested: as SQL
database. See
Personal tasks,
also http://www.
projects,
affinitylive.
calendars,
To Excel
com/company/faq/who-s-behind-affinitylive-and-are-they-staying-around/
contacts+cases&deals
Apparently not
+ To Outlook
No
Integrates with
Permissions
Free for up to 30
users
Yes
Tested - good
Import
Lead Dev
None, piggybacks
on the Uservoice
suggestion: http:
//capsule.
uservoice.
com/forums/5384general
Semicumbersome.
- Unlike Asana,
Forces you onto
rarely used fields
their process: http:
are only
//help.affinitylive.
sometimes hidden
com/
Can add tasks
from view
- generally
quickly - http:
- form-based and
cumbersome. Not //www.applicomhq.
many unnecessary
sticky/compelling. com/content/adding-tasks-quickly-%E2%80%93-or-your-task-inbox
Excellent
full-page reloads
In version 3, http:
//www.activecollab. Read-only,
com/version-3/
apparently
Gmail integration
(contextual gadget)
Learning curve
Forum!
- Support ignores it
though. I reported
a typo and they
didn't do anything
about it for at least
two weeks - http:
//www.bitrix24.
com/support/forum/forum3/topic1801/
Export
Gantt charts
Tested: no
Email-driven
Yes
REST. Complete
for what is is - http: Can only import
//developer.asana. leads into the
com/documentation/:CRM. Can't lookup
In beta, Mar 2013 - http://www.affinitylive.com/company/blog/affinitylive-api-now-in-beta/
tasks, projects,
info -- http://www.
Beg them for access to it - http://www.affinitylive.com/company/faq/#faq-110
tags, stories and
bitrix24.
http://capsulecrm. Yes - http://www.cubedrive.
Requests to make it Planned
public: http://ideas.affinitylive.com/forums/135847-feedback-ideas/suggestions/2287968-provide-apisworkspaces
com/support/forum/forum3/topic349
Full REST API
com/help/page/api_gettingstarted
com/help
No
Hierarchical roles
can be created,
None! Everyone can view anything.
but don't seem
Permissions have been in betaExternal
since 2009
users
- http://admin.worketc.com/Community/Forums?Topic=90
have too much control
configurable
over the folder hierarchy - http://vote.wrike.com/forums/125507-general/
activeCollab
AffinityLive
Apollo HQ
WTF
Other features
Rejected
&! (andbang)
5pm
Asana
Atlassian/JIRA
Base (former PipeJump?)
Basecamp
BatchBlue
Batchbook
Brightpearl
Clarizen
Collabtive (tested
the demo)
CoMindWork
DNET eBusiness
Suite
Embraiz CRM
EmForge Portal
faces
FogBugz
Freedcamp
Ganttic
Glasnost21
Google Contacts
gQueues
GroupCampProject
Huddle
HyperOffice
KPI (former
WorkForceTrack)
Memoranda
Nirvana
Open Atrium
PivotalTracker
Plancake
ProjectManager
ProjectPier
Redmine (used
over the years)
RockTask
Smartbeams
Smartsheets
Tangerine District
(tested)
Thinkfuse
Trakeze
Trello (tested)
Viewpath
Asana
Bitrix24
Bitrix24 self-hosted
(onsite)
CapsuleCRM
http://www.
youtube.
com/watch?
v=liO5VbbIqIs
Video, best of
CubeDrive
No integration
mentioned with
anything else.
- Founded in 1998,
but has ~200 likes
on Facebook.
Trial requires
credit card
Do
Green Rope
Glasscubes
Awesomest video,
though no
screenshots - http: http://www.
//vimeo.
greenrope.
com/33419341
com/product_overview.html
Goplan
HeapCRM
HighRise
Insightly
Kpi.com
LiquidPlanner
Manymoon
Mavenlink
myERP.com
NimbleCRM
Nutshell CRM
Podio
Producteev
ProjectCompanion Rule.fm
Solve360
Streak
Teambox
Teamwork PM
TimeToNote
Tine 2.0
Torch
WORKetc
Wrike
http://www.youtube.com/watch?
http://www.youtube.com/watch?v=USBogF8vOI0
v=HGnUgfRsyQY
Map folders as
network drives via
WebDAV
+ Photo galleries
+ Employee
absence chart
Rapportive Raplet,
quite useful - http:
//blog.entelo.
com/highriserapportive-apowerful-but-deadsimple-crmsolution/
Web page
https://andbang.
com/
Reason
No CRM, no community, very
basic. Nice quick UI.
No CRM, and no progress on that in the past year - http://getsatisfaction.com/5pm/topics/contacts-157ll. Abusing "Users" as a CRM doesn't work - there's nothing you can do to a user (e.g. tag, associate activities with).
http://www.
+ open API, GetSatisfaction
5pmweb.
+ email-driven
com/overview.php + good Gantt charts
No mention of: CRM, API,
Gmail integration, Gantt charts.
Has tags, permalinks, task
creation via email, Google
http://asana.com/product
calendar sync.
Aimed at software development.
No CRM - http://www.atlassian.
com/en/search?query=crm
http://www.futuresimple.com/base/
Also in Google Market. Sales only, simple. No project management whatsoever.
"When it began, Basecamp was great: it offered barebones functionality and fresh design, just like Thinkfuse. Today Basecamp is an unappealing mess of features, integrations and general annoyingness. Uck." -- http://www.sys-con.com/node/2128881
No Gmail gadget either
Supposedly worked as Rapportive raplet that did CRM. No longer does that as of July 2012. No Gmail integration.
http://www.brightpearl.com/
"Business management software that neatly combines eCommerce, Point-Of-Sale, Inventory, Order management, CRM and Accounting."
Appears really powerful, but no
http://www.clarizen.com/ProjectSoftware/Features.aspx
Gmail contextual gadget
Open source, but no CRM. Only
collabtive.o-dyn.de 3 devs.
250+ features, but NOTHING
about contacts management, let
alone CRM.
Slow: http://forum.comindwork.
com/default.aspx?
g=posts&t=148
Could be used "as simpliest
CRM" in some hackneyed
fashion: https://ni.comindwork.
com/open.
http://www.comindwork.com/Features
aspx/COMINDWORK/Talk/Using_Comindwork_as_simpliest_CRM_PM_system
Open source, Java/Apache,
developed by one Hungarian
guy living in Romania. Feature
http://www.dnet-ebusiness-suite.com/www/index.php/Doc/FeaturesOverview
list doesn't show tags.
CRM with task management.
Video is lame (loud computer
fan noise). Targets the Hong
Kong market. No mention of an
http://crm.embraiz.com/features.html
API or Gmail gadget.
Tiny community, http://emforge.
uservoice.com/forums/45511general. No mention of CRM.
No Gmail gadget. Made in
Russia.
Abandoned since 2008.
Apparently scriptable project
management (how?) using
http://faces.homeip.net/
Python.
Great for software development,
cool reporting options, good
wiki, but no CRM - http:
//fogbugz.stackexchange.
com/questions/3960/fogbugzhttp://www.fogcreek.com/fogbugz/features/
as-a-crm
Project management.
Marketplace allegedly has CRM
https://freedcamp.com/
app.
Targeted at repetitive similar
https://www.google.com/enterprise/marketplace/viewListing?productListingId=11340+17358797814842327061
tasks
CRM+PM. Based in UK. No
Google integration. No API. No
http://www.glasnost21.com/website/faq/
community.
Can add custom fields to
contacts, can search for that,
but can't list all fields.
Rudimentary.
Clean UI, basic task/project
management. Asana is
probably better. Google Apps
integration means just login with
Google and two-way calendar
https://www.gqueues.com/
synch.
Nice UI look. No API. No
community. No CRM
component, but they plan to
launch "GroupCamp CRM" in
Q2 2012. Gmail contextual
gadget to create tasks. No rich
text task description. Neat clean
website powered by Drupal.
http://www.groupcamp.com/project-management-tour
TRUSTe certified.
http://www.huddle.com/wp-content/downloads/technical-documentation/techdoc_fullfeaturelist.pdf
Boasts being used by "100s of governments" but doesn't have contact management other than as users of the system. No mention of tags, CRM.
Appears to do both PM and
http://www.hyperoffice.com/demos/
contact management.
CRM, Project management, but
no Gmail contextual gadget.
Weak community, with the most
recent post from Sep 2011 http://www.kpi.com/forum
http://memoranda.sourceforge.net/
Abandoned since 2007
Task management for one.
Projects are secondary. No
https://www.nirvanahq.com/tour
CRM. Looks sleek. Can tag.
"Open Atrium is an open source
platform designed specifically to
make great teams communicate
better. An intranet in a box with:
a blog, a wiki, a calendar, a to
do list, a shoutbox, and a
dashboard to manage it all. Let
s not forget that its also
completely customizable."
- no CRM: https://community.
openatrium.
com/issues/node/600, except a
forsaken stub: http://code.
mind2.net/project/atrium_crm
http://www.pivotaltracker.com/features
Aimed at software projects. API, commit hooks etc. No contact management mentioned anywhere.
Classic old school
(PHP+MySQL) task list web
application. Open-source but
code not pushed onto GitHub,
(has only rarely received
contributions; only some API
libraries are on GitHub). UI
could be more modern, and
more orthogonal (e.g. you can
have task lists in two panels,
but you can't drag items from
one list into the other). Strict
hierarchy: headers -> lists ->
tasks instead of Wrike's
infinitely nestable folders+tasks
model or Bitrix24's infinite
subtask nesting. Video needs
better marketing. Responsive
http://www.plancake.com
developer, Daniele Occhipinti.
Polished PM, allegedly used by
NASA, DoD, Boeing, Volvo and
others, emulating MS Project.
No CRM component. Gmail
"widget". No API. No forum or
suggestions site. Looks like an
old corporate animal in new
http://www.projectmanager.com/project-management.php
clothes.
Open source, somewhat active.
Poor marketing.
At a glance: http://www.
projectpier.org/6-sitemap
No API: http://www.projectpier.
org/search/node/API
No Gmail gadget, obviously
No rich test in descriptions by
default but http://www.
projectpier.org/node/2234
Tags, but not for people: http:
//www.projectpier.org/3-basichttp://www.projectpier.org/2-features-requirements
concepts
Aimed at software development.
No Gmail integration. No rich
http://redmine.org text. No tagging. No CRM.
Project and task management,
tagging, time tracking, issue
tracking. No CRM. Sleek
website. No screenshots, no
http://rocktask.com/ community.
Met Andrew Okunev, the lead
guy. Rudimentary, only does
messaging. No CRM, Gantt
http://runby.me/
charts, API, community etc.
Spreadsheet-like UI for PM. No
Gmail gadget. No community.
CRM is dubious, apparently an
application of PM - http://www.
http://www.smartsheet.com/help
smartsheet.com/sales-pipeline
Pros:
* CRM integrated Twitter and LinkedIn; can import Google conatcts
Cons:
* no real project management (compare with Wrike)
* no Gmail contextual gadget.
* cluttered UI, here's a screenshot - http://screencast.com/t/U1ndf32NMeBg
* no rich text in descriptions.
* Slow. For example, sorting a table refreshed the entire page.
* not actively developed - their blog is offtopic, seldom updated, and was started in Jan 2011. http://www.tangerinedistrict.com/blog
* community is small and poorly managed (offtopic messages, unanswered questions): http://www.tangerinedistrict.com/portal/community/mod/vanillaforum/vanilla/
http://www.tangerinedistrict.com/en/integrated-software.html
* poor integration with Google docs - http://www.tangerinedistrict.com/portal/community/mod/vanillaforum/vanilla/discussion/1037/attaching-existing-google-docs-can-it-be-dones
Focus on sharing status reports,
http://www.sys-con.com/node/2128881
not on CRM or PM
Claims PM+CRM, can't testdrive it right away (must wait for
some customer support person
to setup your account!). No
community, nothing about an
http://www.trakeze.com/learn-more
API or Gmail contextual gadget.
Rudimentary. No proper tags,
no CRM, no Gantt charts,
doesn't integrate with Gmail. My
description: http://en.wikipedia.
org/w/index.php?
title=Trello&action=historysubmit&diff=475530109&oldid=474168217
www.viewpath.
com/Products/FeatureHighlights/tabid/112/Default.aspx
No CRM.
Snippets, email
scheduling
+ can be used to
group disparate
threads in Gmail
Transparency culture:
Can turn off
http://admin.worketc.com/Blogs/Development/94
unneeded features
Chrome extension
for projects! Basic
to search and add Users mention very capable time
@Mention
trackingusers
(not tested)
to email notify them and share the task - http://www.wrike.com/blog/12/20/2011/A-New-Easy
Open source projectquestion,
management,
"is this
cloud hosting
tasks - http://torch.
project for your
wbpsystems.
Knowledge base is useful onlySeamless
because it's
open/edit/save
universally searchable.
(without download/upload)
Editing isn't collaborative,
for MS Office
anddocs
there- http://www.wrike.com/blog/12/07/201
is no revisioning.
+ @mentions email you,
company
daily or
task
forreminder
a
com/google.
- limited organization:
client"
projects
- yes!
-> task lists -> tasks, instead of simply hierarchical php#Chrome
tasks in folders like Wrike
Autodetect country of phone number
Time logging/time entries