activeCollab

AffinityLive

Apollo HQ

Asana

Bitrix24

Bitrix24 selfhosted (onsite)

CapsuleCRM

CubeDrive

daPulse

Do

Green Rope

Glasscubes

Goplan

HeapCRM

HighRise

Insightly Kpi.com LiquidPlanner Manymoon Mavenlink myERP.com NimbleCRM Nutshell CRM Insightly is a web-based project and Customer Relationship Management (CRM) application that integrates with Google Apps via a Gmail contextual gadget and Google Docs support.

Podio

Producteev

ProjectCompanion Rule.fm

Slack

Solve360

Streak

Teambox

Teamwork PM

TimeToNote

Tine 2.0

Torch

Trello

WORKetc

Wrike

Zurmo (open source)

Unique to Insightly is the concept of "linking": any element in the system can be associated with another element: projects, tasks, contacts, organizations, events, emails, opportunities. The link describes the role. For example, contacts can be associated with other contacts as "colleague", "was referred to / referred" etc., or as a custom relationship. Tasks cannot be associated with tasks, and Insightly lacks task dependencies or Gantt charts. A task can be linked to multiple projects via the "Link" feature, but there is no drag-and-drop. Tasks can only be assigned to one Insightly user, and cannot have a start or due time (only a date). Insightly, howe

? 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. Social CRM, tasks A glorified are ancillary. database, with nice 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 a photo/image. + built with forms and Bitrix24 with MongoDB - http: reporting. A set of The Gmail contextual gadget can be used to add tasks, projects, opportunities, and emails, but not contacts. Email notifications include a daily email reminder with overdue tasks. numerous powerful //www. fields is called an CRM+PM looking extra features, but readwriteweb. "app", though it has Social media integration is relatively simple: LinkedIn profiles and latest tweets are shown for contacts, and for organizations, there is an event tab with Google search items. quasi-sleek you have to host it. Project Project com/cloud/2011/03/ very little http://www. PHP (with their own framework, http://www.affinitylive.com/tour/ http://www.activecollab.com/forums/post/23600/) + MySQL, (between buy and host on http://www.bitrix24. your server. Creates a web server for external ExtJS-based users. impressive cloud office/groupware suite: docs, Salesforce's presentations, replacement project Hodgepodge for management, Manymoon. of CRM, HR, issue tracker, management flowchart etc. - http: etc., that you can download and license to runInsightly on your own servers. collaboration, no - http://blog.insight.ly/2013/03/new-reporting-features-insightly.html Claims to be a cloud-startupfunctionality producteev. has been adding sough-after features at a stedy if slow pace: API in October 2012 and reporting in March 2013 Tested the hosted "Try" http://www.affinitylive.com/product/ version, which is 2.3.7 WORKetc and com/prices/selfVery simple but sleekfeatures, task management. badly //goplanapp. Bought by Do - http://support.manymoon.com/entries/20447858-introducing-do-com CRM, no Gmail CRM+PM solution. spotlight-crm-pi. Lead management beyond data entry com/#features + Version 3 looks a lot Aimed moreat modern: servicehttp://www.activecollab.com/version-3/ companies http://www.apollohq.com/ with similar, structured, repetitive, billable Wrike)projects hosted.php Tested. Attach plain-text notes integrated and files. Tested com/home/features No new signups accepted gadget Gmail gadget. php The user community tool for SMEs and display. task management Insightly lacks Gantt charts. Comments, notes, task details do not support rich formating, only plain text. Email import fromNo Gmail misses formatting. was deleted in January 2012. 2012-Sep, 2015-May 2012-Feb 2012-Feb 2015-May 2012-09-01 2012-Dec

CRM (overall)

Primitive. Users belong to company, but must have email and are treated as activeCollab users, not as standalone contacts. - Can't tag users. No. Abuse projects or tasks to store contacts, like in Wrike. - retarded contact info design: can have only ONE messenger account: http://blog.asana.com/2012/03/best-practices-using-asana-for-customer-relationship-management/ either Skype, OR Google, OR AIM, OR Yahoo! etc. - of course, no multiple Contact emailscan or phone belongnumbers to more than one company, in different positions. Yes, but can't tag contacts, and disjointed (contacts not connected to leads or tasks or projects) - can't add contact notes - apparently can't tagBulk contacts editing - http://www.applicomhq.com/content/bulk-editing-of-contacts-in-apollo - No social CRM features. Main focus - can't add photos for contacts or leads (!) No Quite developed

Project management (overall)

Projects (with descriptions) have tickets (with descriptions), which have tasks (without description)

Link/relate contacts to projects

Yes, and users have detailed permissions

Activity stream

Global (after hiding the Dashboard Welcome message) and per Per contact, at project least

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 through (which is not OSS stages. yet) 2012-Sep

Simple but quite effective CRM+PM tool, developed by one Romanian guy. Open-source, ExtJS/PHP, German developers 2015-May

Swiss army knife

Open source CRM with gamification features 2012-01-14 Abuse it by storing customers as tasks - http://www.youtube.com/watch?v=bj8qVKqRu30 Task manager, without any CRM features

Not really - http://vote.wrike.com/forums/125507-general/suggestions/2412352-fuller-contact-list-with-crm-offerings To invite the user as a collaborator, you need to send them an invitation from https://www.wrike.com/googleappscreateuser.htm No tagging of "users" anyway.

API

Yes

No hierarchical projects. No Gantt charts. How is this any better than Projects are "Jobs" Wrike? + can reorder elements in Projects contain task Tasks lists. can have Infinite level of workflows Can move task lists, and subtasks individual though. tasks, among subtasks projects via context menu. No. Customers are supposed to be No: http://ideas. projects, and affinitylive. projects can't be com/forums/13584 linked to other 7-feedbackOnly one contact projects. Unless you ideas/suggestions/ per project: http: want to "store" 2592154-create//www.applicomhq. customers as tags, links-between-any- com/content/attach without any contacts-or-a-contact-to-ainformation other companies-and project-in-apollo than their name.

Uservoice forum only: http://ideas. affinitylive.com - "General help" section requires votes to post, and you get 10

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

Tested: no

Yes (Dashboard -> News feed), but bad design Yes (it includes your IP, but wraps elements instead of extending Yesthe table)

Replies to notifications add comments to the thread. New emails create tickets.

Ergonomics

Forces you onto their process: http: One-item view //help.affinitylive. makes it impossible com/ to see more than - generally one project at a cumbersome. Not time. sticky/compelling.

Gantt charts

In version 3, http: //www.activecollab. Read-only, com/version-3/ apparently

Google Calendar integration

No - iCal feed couldn't be imported

No

Private within LiquidPlanner, + or just report bugs in http://support.manymoon.com/anonymous_requests/new the forum Private, ZenDesk

No

Forum, monitored by LP team

No

Integrates with

Nothing? Yes

Keyboard shortcuts

Learning curve

Easy, maybe except permissions

Lead Dev

Ilija Studen

Looks

The version prior to the 3.0.1 beta is still old-school, closer to Bugzilla

Mailing list / email marketing / mass mail

No

Mobile app

Can subscribe via email, iCal or RSS feed to ticket updates and comments

Xero, Saasu, Twitter, Yammer; exports for Quickbooks etc. Solve360 import!

Nothing listed, no API

Great

Yeah

Excellent - http://www.wrike. com/tour.jsp#collaborate-efficiently Yes

Webhooks - http: //knowledgebase. No. They use wbpsystems. context.io as an No, and not even com/content/Torch Contacts, attachments, tasks, API into Gmail, but https://teambox.com/api planned, since _POST_JSON_We folders, task comments - http: don't offer one. Undocumented v2: http://help.teambox.com/forums/86927-ideas-and-suggestions/suggestions/1233825-gmail-contextual-gadget 2009 bHook http://admin.worketc.com/Community/Forums?search=API //www.wrike.com/platform.jsp

Private, within rule.fm - Can't attach anything - RETARDED email notifications about theShoddy tickets: no subject but "[TICKET #X], and my own message isn't included in the email.

REST API

Private - http://help. trello. com/article/709reporting-trellobugs Competent, English/Canadian, Private, private -ZenDesk. http://admin.worketc.com/community/bug Yes

Yes, Mantis

http://www.facebook.com/Wrike

https://www. mavenlink. com/signup#? tab=full-comparison free for up to 3 active projects; $40/mo for unlimited

Also piggybacks on the Uservoice forum for suggesting features: http: Good. Suggest features: http: //vote.wrike.com/forums/125507http://zurmo. Idiotic split by //admin.worketc. general org/forums/, 1400 Small, low traffic: http://groups.google.com/group/timetonote language (German com/Community/Forums? Very few comments. You're limited members, 3000 !: developer completely vs.lacked English) vision and planned to dissolve the Good forum, until persuaded Forum=2 to the contrary - http://groups.google.com/group/timetonote/browse_thread/thread/f30e255e4a4befa9 to posting 5 "ideas". posts

Leads and Cases

PHP

Roadmap! http: //www. Stopped. teamworkpm. Salesforce bought Blog is about One Romanian guy, +40-758-579-565, [email protected] Very slow - look at what has been done in the past 4 years: http://www.wrike.com/blog/category/vision_and_roadmap net/roadmap them and now they Changelog! http: productivity in Steady but slow, in spite of But no big features Their blog is about Very, very slow. Haven't offer "Do" - http: //www.nutshell. general but not Nothing seems to Continuous but obviously not intensive much multi-national team of 50+ 182 suggested features, 14 completed, 3 under review, 1 started, 7 declined developed in the Active and surprisingly fast development, last release 9 days ago anything BUT the implemented ANY of the //manymoon. com/changelog/ Extremely slow. Haveabout fixed Producteev's about 5% of the bugs I reported. have happened in No blog entries in Active but slow. No members. Probably bogged http://vote.wrike.com/forums/125507-general?filter=new&page=10 past two months Not impressed. Last blog - apparently post as of only Jan one 18Chinese 2012 dates guy,from Fenqiang Nov 16Zhuang, 2011. Inhttp://ca.linkedin.com/pub/fenqiang-zhuang/7/b35/9b, the past 7 months: integration product. http: with RightSignature and with Quote interesting Roller.English No updates (patterns to Capsule like "panel itself. onLast the one east"was andon "When June this 3, 2011. checkbox suggestions is checked, I made, not youeven will receive trivial email notification." zendesk. 231 Uservoice suggestions, - but most 9 closed changes (only- 2allrequired requests work) have- to http://nimble.uservoice.com/forums/126687-nimble developments: go through support http: (can't contact the developers directly) and support is generally very reticent in considering forwarding the past ratherfew obvious UXthe bugs pastto6the months developers, - (Sepasking use cases Answers whenare behavior most often istangible clearly "no", broken progress http://groups.google.com/group/timetonote/browse_thread/thread/234a70c610f97900 (e.g. browser's Back button not working) down by using old At least two features seemed implemented already, but the team neglected to update. http://vote.wrike.com/forums/125507-general/suggestions/223 2012).for Mostly * went public on Feb 3, 2011 //greenropeblog. ones like "URL field". Seemingly quite com/entries/35504 Much fewer comments areper minor suggestion or than- Also, for CapsuleCRM bought by Citrix //blog.producteev. in Apr 2012. months as of http://blog. from Feb 2012 to technologies instead of RIA bug fixes and minor 754 suggestions, 154* closed, first beta 10inaccepted 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 mostThe development office stuffteams; was older, instead, Maythey *2010: http://blog.insight.ly use http://www.sencha.com/forum/showthread.php?99141-Extjs-3.2-based-Online-Office-2.0 names like "Emma T" or "Nick F". There's a generalactive feeling of slight mistrust. 2-crm-suggestions Also, they don't seem to be actively developing the product, + built theirwith Twitter MongoDB, account bugfixes http://www.readwriteweb.com/cloud/2011/03/cloud-startup-spotlight-crm-pi.php rarely tweets, and there's - they brag no community about 200,000 com/ around (!) organizations it, apart from the using UserVoice Podio (see suggestions blog.podio.com) forum atand http://glasscubes.uservoice.com/forums/31355-general at the same time complained Inflexible about - "We a small don’tdevelopment do folders (or August team hierarchies). in2012 response These to tickets teambox.com/ are super important stuff. to us and we won’t shake Last blog them." post - http://norada.com/forums/viewthread/2579/ is fromSep Feb2012. 2012. One guy, apparently: https://www.wbpsystems.com/forum/discussion/comment/2217#Comment_2217 components. The Uservoice admin, Dmitry,- rarely "It's oncomments: my list" re.http://vote.wrike.com/users/23251939-dmitry-uvarov/filters/comments a Gmail gadget

FAQ, Forum

http://www.cubedrive.com/help + great screenshots http://support.capsulecrm.com/ - but mostly self-explanatory

Note tested. Can FWD/BCC emails to its dropbox Can send a daily reminder of tasks

None; in fact, no settings at all for PM or CRM!

Folders and tasks, fully hierarchical Can set dependencies in the Gantt view

For contacts only (and companies), not for deals or cases

No

Simple: tasks belong to projects

Weak - http://help. do.com, but not really necessary given Do's simplicity

N/A

Tested - good

To Excel + To Outlook

Yes, but haven't played with them yet No. "Calendars can be synchronized with Microsoft Outlook, mobile devices (iPhone, iPad, Android), or MacOS."

No, has its own calendaring, scheduling and meeting planning One-way: http://capsule.uservoice.com/forums/5384-general/suggestions/636413-2-way-synchronisation-with-google-calendar?ref=title solution (yes, they're separate) iCal (one way)

No Google Apps integration at all http://help.asana. com/customer/portal/ questions/241671 Probably not

Read-only

Tested: none

N/A

No

No - http: //stackoverflow. com/questions/642 7560/google-apps- One or two-way synch, http://blog. integration-toinsight.ly/2012/07/google-calendarbasecamp-highrise sync.html

Yes

LOTS - http: //capsulecrm. com/features#/add ons Wufoo, MailChimp, Zendesk, Xero, everything

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.

No

No

Most likely not

iPhone. HTML5 mobile site for Android and tablets.

Yes, Android and iOS - http://www. bitrix24. com/features/mobil e-and-desktopapps.php + also, Desktop app for Mac and Windows

Shallow and moderate

Can subscribe other users to CRM tasks - http://www. applicomhq. com/content/subscr ibing-crm-users-tocrm-tasks-in-apollo Daily digest (but not agenda?) Email

Project blogs contain task lists, which contain tasks Can set a Apparently tasks + can rearrange tasks in a task list (or among task lists) via drag-and-drop predecessor within Tasks belong to a project don't even belong - "We don’t do folders (or hierarchies). N/A These are super important to us andawe task won’t shake them." Apparently - http://norada.com/forums/viewthread/2579/ can't drag-and-drop to projects.tasks

Not an intended use

Fully hierarchical Visually in the Gantt chart / timeline + can rearrange tasks via drag-and-drop Sub-tasks:within no, but a project, not needed in the apparently: Gantt tab http://vote.wrike.com/forums/125507-general/suggestions/2383517-create-the-ability-to-make-sub-tasks-u

Yes

N/A

No

Mediocre

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).

Good

Can send items to an app via a cryptic email address.

Good - create tasks with deadlines and attachments by sending email, track progress from replies: http://www.youtube.com/watch?v=9dH3UvYUmn - everything is based on the subject line, which makes the feature unusable for working outside the organization + mark a task as completed by clicking a link in the email 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" - Emails about ToDo-s also don't * To contain mark a links tasktocompleted, mark the task youas can completed also add (Wrike [completed] does to this) theand Subjects, also lose which richsplits text formatting. the thread in Gmail. No - http://norada.com/forums/viewthread/2579/, Lives in Gmail and they http://help.teambox.com/knowledgebase/articles/10243-using-teambox-via-email refuse to implement it: "We don’t manage No mention tasks independently No of a project or contact, here we want things to have context"- no daily agenda email: http://blueseed.worketc.com/Community/Forums?Message=5377 + can forward an email to [email protected], and a task will be created.

Great

No, despite requests since February 2012

At least one-way: https://www. youtube. com/watch? v=HQ8A0Q7RI5w# One-way: http://www.liquidplanner.com/blog/2012/2/3/february-release-google-calendar-integration-and-more.html Claimed and no plans t=99s for a two-way sync

http://norada.com/index.php?uri=/norada/crm/googleapps_deletion

Email, desktop -No daily tasklist like Wrike

http://knowledgebase.wbpsystems.com/#Torch Good

Task list to Excel

Contacts as CSV (tiny little Excel icon in the upper right corner), whole database at any time as SQL Server 2008 (Settings -> Manage): http://admin.worketc. com/Community/Forums? Message=1860

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/ Yes, but apparently Not an intended Screenshot: http://norada.com/news/200904.html not interactive Not before Q3 2012 -use http://www.facebook.com/rulefm/posts/334536973258029, Can drag tasks to change duration, Nobutbut notyou startcan date " drag (!) - bug and drop timelines via a project's calendar" No No

Tested: At least one way, to a specified Google Calendar

Not an intended use

No

Fucked up - can import contacts in the special "Contacts"... module? (not an app). Contacts can't be shared across an organization.

Nothing relevant

Good - https://www.wrike. com/help/flexible-structures/sharea-folder All docs/features: http://www.wrike. com/help.htm http://zurmo.org/wiki

Not an intended use

Apparently

Not an intended use

At least one-way sync to arbitrary calendar (requires Gmail address *and password*).

Could at most export, but apparently not

Tasks. Export lost HTML formatting around bold, italic. - dates and creators of folders aren't exported - inline images are PROBABLY lost

Yes - http://worketc. com/features/project_trackin g_software Yes, interactive, looks great. + can manipulate, interactive + Tasks across ALL folders (projects)No can be managed in the charts - http://www.wrike.com/gantt-chart-software.jsp

Exists, http://www.wrike. com/google-apps.jsp, but one-way only: http://vote.wrike. com/forums/125507general/suggestions/2223211google-calendar-integration

No - http://zurmo. org/forums/index. php?/topic/162google-appsintegration/

No - http://zurmo. org/forums/index. php?/topic/162google-appsintegration/

No

No. Instead, you copy the doc's URL and can open it in an iframe or a new No - http://zurmo. browser tab. Yes - http://torch. Attach from GDocs, link to create org/forums/index. + "Google Docs Best integration of wbpsystems. on the fly php?/topic/162Can add files from Google Docs, Dropbox integration" on the 38 - tree, com/google. - also attaches a COPY of the google-appsRequested since AugNot 2011, in lead no response editing from - Google Nimble Docs - http://nimble.uservoice.com/forums/126687-nimble/suggestions/2097623-adding-documents-to-deals adding is EXTREMLY slowNo (30-60 seconds to show the file picker, which is enough to deter Risible! the casual "Open user thefrom Google everdocument, adding files). copy Inthe Wrike webit's address orders No from of magnitude the web browser's faster. roadmapaddress boxsearch, and paste list it in the URL Tested: field here. no In orderphp#GoogleDocs for other users to access the document you Tested: will need works, to Share can search, or Publish butGoogle the it." dialog document is not resizable: http://screencast.com/t/wMAPq3FC8Uag integration/

Can import items from Excel spreadsheets. + automatically converts URLs to images into image fields + automatically parses HTML, but screws up nested lists - bugs with semicolons and angle brackets in fields

MS Project XML

Quickbooks

MailChimp, WuFoo, HubSpot

Google Contacts Campaign Monitor delicious MailChimp, Evernote WuFoo, Exchange, FreshBooks Highrise. https: Google Alerts //app01.nutshell. instapaper com/setup/integrati rss on Zendesk

No

Easy

No

Contacts from Google, Yahoo! and others, and asks for username & password. - no CSV import

To module: accounts, contacts, leads, meetings, notes, opportunities, tasks, users Tons of other products - https: //slack. com/integrations but all that integrations do is fire a new message when something happens. Can you WuFoo control other processes from ZenDesk: http://norada.com/?uri=norada/crm/solve360_zendesk Nothing? Box, Dropbox Slack?

Nothing listed

No

Pretty good. Arrow navigation, Ctrl+Enter to create None to post an a task under the update (others current project. have Shift+Enter)

Not Asana-like, but okay Simple, effective

CubeDrive Touch (not tested any)

Via email when new messages are posted in your group; probably in other situations.

None really. There's the developer's blog. + but not much is necessary

Pretty good

Everything is designed to fit the ExtJS mold. In contact details, for example, the Somewhat annoying UI idiosyncrasies Can rapidly add Occasional bug: can'temphasis 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 form onfields, the flynot on All items pertaining to a project are Decent just added to the project. Every other PManother software separates + them good into filtering Tasks, byNotes, label, the Files easiest information. etc. yet of all 38 Great Tested: Mediocre Tested: Excellent

Moderate

None - http: //nimble.uservoice. com/forums/12668 7nimble/suggestions /3164785-haveshortcut-keys-likegoldmine-to

Relatively easy

Edit, Like, Task, prev/next - no Ctrl+K for links

Apparently none, but double click edits fields

Easy

Moderate. Training available: http: //norada.com/? uri=norada/training

Less sleek than Wrike, better than WORKetc

Neat

No x 2

None. Mobile website instead, works on iPhone, Android, iPad etc.

iPhone, iPad, Android under way

Daily email reminder with overdue tasks

Email, realtime for watched tasks + daily upcoming tasks email

Moderate

Super easy

Plain-text emails that a task is due. Can't mark it done from the email itself.

Android, iPhone

Xero, coming soon.

Nice, a bit cluttered

Okay, some UI inconsistencies visible right away

No

Apparently not

Android - http://blog.podio.com/2012/09/27/podio-for-android - WTF, can't search! Can't delete either. iPhone iPad + all look sleek

Can't navigate among tasks

Easy

Great. Very similar to mention.net.

Great

Core focus

No email notification yet, WTF, after 2 years in business - http://support.nimble.com/customer/portal/questions/122449-notifications-when-assigned-to-a-task

Asterisk PBX software No

Easy

None listed

Easy

Easy enough

That's it. N/A

C - create a task, F - create a folder, Y - update status, S - search Esc doesn't work when it should Ctrl+K doesn't work, http://vote. wrike.com/forums/125507general/suggestions/2522745adding-hyperlinks-in-rich-textareas-e-g-in-fold

Good

Not really

Easy

!: "Their training is affordable Easy. Watch the videos at https: and well worth it." //www.wrike.com/demo-videohttp://worketc.com/pricing tutorials.jsp

[email protected], 40-758-579-565 Lucian Baciu - http://www.topcoder.com/tc?module=MemberProfile&cr=14840263 Whois info: Some Germans Louis Pasteur, 65Clujblind Napoca, to theCluj fact400353 that Romania most developers +40 (076) 119-7397 speak English

Daniel Barnett - http://www. linkedin.com/profile/view? id=10292172

Gmail-like

Beta 4: sleek, sometimes 3-pane - http://www. youtube. com/watch? v=3qS9CsjKLRQ Current: okay

Gmail style, minimalistic, functional

Not as slick. "it's features packed but the interface looks like it was built 5 years ago. We are in the iPad "gesture" interface times Slick - three pane is great, http: now...User Interface really is //www.youtube.com/watch? an important thing." v=DcHNCayluUY#t=28

Acceptable, though not terribly sleek

No

No

No

Yes

No

No

Android, users like it iPhone app. No iPad app.

iPhone, iPad, Blackberry, no Android - http://vote.wrike.com/forums/125507-general/suggestions/2197389-android-phone-version Web app for Android in beta since June Probably 2011 - http://www.wrike.com/blog/06/20/2011/Beta-Release-of-Wrike-s-Tablet-Version-Ready-to-Empower-A

Steve Ireland (extremely stubborn) - http://www.linkedin. com/profile/view?id=5510597

Nice, Martin Andersson Simple but functional sufficiently ergonomic. Not as slick as Wrike, not as stuffy as WORKetc., not as weird as Solve360.

Evernote

Nothing listed

No

Email, configurable. Sound not

In bottom-right corner and via email

Open source

No - http://torch. wbpsystems. com/google.php, No - https: but "on Ben's list" Retarded. Had to enter Add ancontacts authentication tasks, project, token to setup (because of lack of Google Apps integration). //mavenlink. Contacts in gadget: http://timetonote.blogspot.com/2010/07/new-cool-feature-gmail-integration.html https://www. No - http://zurmo. - Doesn't pick up the opportunities, contact's nameemails. from the email when adding a contact, let alone No - http://www. the organization*(only Create theproject email; or Insightly zendesk. is much better). Create contact wbpsystems. * Create tasks from email button - video org/forums/index. at http://www.youtube.com/watch?v=FR2jL7MaiBs but Manymoon's task creation is better - Prompts me to add -myself. Still, only scans the From field, and liquidplanner. task com/entries/20559 http://www.nutshell. 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 com/forum/discussi a new window for them, even with popup blocking completely disabled.- Nothing for contacts (Wrike doesn't php?/topic/162do CRM) - Only picks up the From, support not refused the other topeople scan To in and TO or CC, CC. com/forums/post/1 - can't create 613-gadget-forcom/blog/2011/06/ Not an intended - Will NOT create task and they won't "shake" their conviction - http://norada.com/forums/viewthread/2579/ on/comment/2217# Not an intended Create leads, tasks etc. - the taks's description can't be editedgoogle-apps! The Rapportive Raplet claiming worksit's MUCH impossible better at adding people. 726237 contact gmail Tested, didn't ask for No themention permissions of anywhere; to dogoogle-apps/ so when instead, installing seems -to Can http://community.myerp.com/opensocial/ningapps/show?appUrl=http%3A%2F%2Fapps.io%2Fideas%2F%3Fning-app-status%3Dnetwork&owner=2t5pub6rgp9tb read only Gmail create viatasks, IMAP like - http://support.nimble.com/customer/portal/articles/search?page=2&q=gmail Wrike, but getsNo the email body in the task description too.use Haven't found a use -for Doesn't it in two detect months the of CCdaily or TO usage. fields N/Ain emails: http://norada.com/forums/viewthread/3232/ No - http://help.teambox.com/forums/86927-ideas-and-suggestions/suggestions/1233825-gmail-contextual-gadget, Emails can be imported Tested: from no the gadget but Comment_2217 are truncated to 1000 usecharacters, but willing and formatting to - can't accept seeis help contact lost. info in the gadget; - the email contact contents opensisinnot a new automatically windowintegration/ imported (WTF)

Easy

Yes

Android, iPhone, Blackberry

Not an intended use

5 users $50/mo 15 users $100/mo http://www.wrike.com/price.jsp

ZenDesk help centre, lacking. Had to send numerous questions to support.

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, https://plus.google.com/100750640411969446197/posts http://ca.linkedin.com/pub/fenqiang-zhuang/7/b35/9b, withSeems interesting written English in (patterns like "panel on the east" and "When this checkbox is checked, you will receive email notification." - Free Software Magazine Facebook sees early much more users frequent withupdates Russianthan 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 female system, names. or to start a community Team includes two other people (a marketer, thought they only have 7 FB likes with and serenity.pl) 5 Twitter followers, and a co-founder developer), but I've never seen a sign of them anywhere (screenshots, Australiansthe in internal San Francisco? social network) - http://www.cubedrive.com/aboutUs.gsp

Sleek, 3-pane

Not an intended use

Yes - URL, pick list For contacts; see also http://admin.worketc.com/blogs/Development/95 (single, multiple, Rudimentary: only single/multi-line text, select list, and checkbox list.dependent), No URL, number. currency, But can't display them in the contacts list! http://blueseed.worketc.com/Community/Forums?Topic=1176 calculated number, tag cloud, decimal, Also for leads, projects and timesheets None - http://vote.wrike.com/forums/125507-general/suggestions/2249473-allow-me-to-make-my-own-custom-fields-within-a-tas integer etc.

No - http://www. facebook. com/rulefm/posts/3 34536973258029

- can't navigate prev/next items - no batch/group operations - no spreadsheet-like editing - can't delete multiple items at once, which makes imports a hit-or-miss + Inline editing + shortcut keys Probably good

LinkedIn, Twitter, SMS (can send when tasks are due). - reads photos from LinkedIn in SOME cases. Rapportive is way better, of course. LinkedIn, Twitter

Nothing listed

Desktop-like, powered by ExtJS

$40/user/month, unlimited everything

No

"Ample" - http: //asana. com/product#differen Not prominently t featured

In-between Wrike and WORKetc. Could be cleaner.

Freemium

Can add; can't remove annoying existing fields (e.g. fax), and custom Best among all tested. fields are all "Category Tags", but can't create one from the Contacts editing form in their workspace, WTF (can create from the Gmail grouped gadget) in a + can customize the fields displayed for any entity: Company, Contact, Task etc. "Custom Fields" + many field types, including URLYes Tested: no tab.

Free for now while in beta

No

In Basecamp (http: //37signals. com/svn/posts/192 3-product-blogupdate-fastercasesdeals-inhighrise-createtimelines-withbasecamp-etc) but not in Highrise

Sleek, modern, using Dojo. http: //www.applicomhq. com/content/attach -a-contact-to-aproject-in-apollo Clean

$40/mo: 3 accounts, 50 projects, 10k contacts $70/mo: 6 accounts, 500 projects, 20k contacts

Can pick Google doc and attach to task, from project No - http: creation in Gmail //stackoverflow. gadget com/questions/642 No - http://www. Even better google 7560/google-appsliquidplanner. doc picker in the integration-tocom/forums/post/1 Manymoon basecamp-highrise "Tracking projects is great, I can link google docs, notes, emails 726237 and upload files.workspace This is huge to get all of this in one place."

No

Moderate

Minimal but adequate, readonly: http://www. nutshell. com/support/

Comprehensive http://www. liquidplanner. com/help

No - http: //stackoverflow. com/questions/642 7560/google-appsintegration-tobasecamp-highrise

No

Extremely easy

None - http://support.insight. ly/entries/301511-graphicalfeedback-of-dependencies

Never mentioned

No trace of

Nothing?

Very powerful, best of

Free

Tested: could export comments, Can export view as contacts, emails, notes, Excel. opportunities, organisations, - Excel export projects, tasks and users as XML in Projects as PDF misses images, "Highrise can export your one ZIP. contacts into multiple formats like vCard, CSV, and Excel. This will not include notes or emails associated You can also withexport each contact." your time entries, expenses as .csv or .xls(excel) formats. Invoices comments, can be exported star as pdf as well. - the email was truncated to the first You can only import your project templates as .csv in the system. ratings, likes, "Get all the notes andline emails for the contacts, companies, cases, and deals you have access to view. Download this data as youa can ZIP easily file." sync your tasks in your Google Tasks and in your Google calendar. yes/no votes etc.

No

No

14-day trial

None, other than tasks belonging to projects, and projects referencing other projects (ass app items). But no directionality or functionality about Parent projects, No hierarchy. Task lists No have project tasks. management One task that.feature, can be intasks only are oneApparently simplistic list. and not associated maybe with more leads

Decent. But, they REFUSED to implement inline editing, saying it's not even on the roadmap. Must click quite a bit to change anything.

Mediocre

No - http://capsule. uservoice. com/forums/5384general/suggestion Very good, about as good as s/467115-ganttWrike's chart - no zooming

Nope - http: //capsule. uservoice. com/forums/5384- No, has its own documents, general/suggestion spreadsheets, presentations and s/793405-attachflowchart software. google-docs - document editing is not live And it's been (docs mention "conflict editing THREE YEARS. detect")

Projects can be linked to other projects. Tasks can't be linked to one another, only to projects, contacts, opportunities. One task can be linked to multiple projects.

With ugly addresses like task+nextweek@6 556xxxx.blueseed. highrisehq.com - Wrike is much better - addresses aren't even uniform. Deals are sent to a different one, deal+dropbox@29 No mention, but recollection of 20xxxx.blueseed. possibility to create tasks via email. highrisehq.com

Apparently not

Semi-cumbersome. - Unlike Asana, rarely used fields are only sometimes hidden from view - form-based and many unnecessary full-page reloads

$15/mo/user - http: //www.nimble. com/pricing/

Can define text, number, date, money, image, category, map etc. Maximum 5 per + can filter which fields to display in the Table layout Took them 2 years to implement the simplest custom fields.task or project, and they are limited to a For contacts, projects, opportunities, tasks. But only text, drop-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 likely else). 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

Concepts - http://insight. ly/InsightlyForGoogleAppsConcept Guide.pdf No other documentation besides the forum posts.

FAQ is lame.

Confusing, $1/user/mo for some things, $8 for others

Apparently no difference between users and collaborators; can invite people by email address Free

Projects can't have sub-projects. Task lists can group tasks in a project.

Claimed

Bait&switched some time in 2011 from a free version.

Apparently not

Invoicing

Contacts -> To-Do item -> Projects N/A and all the way back.

No

Tasks can only belong to one "workspace (project)" or to a parent task (apparently infinite subtask levels) - Wrike is superior in letting you add a task to more than one project

One way

Import

Private, Zendesk https://hoist. zendesk.com/

http://norada. com/norada/crm/external_api_i ntroduction/ + lots of interesting integration code on their website

Weak API forum: http://groups. http://community. Apparently none, google. Good. Can also myerp.com/ - small and no suggestions None! My posts werecom/group/product the very first in their forum - https://hoist.zendesk.com/forums. A few months later, people Good -inhttp://norada. the API Developers group asked again for a Users Group. http://support.manymoon.com/categories/4392-user-forums suggest ideas. + suggest ideas Exists, but very little community either? involvement. There Most is an questions API developers are eev-api-discuss answered group:byhttp://groups.google.com/group/podio-api?pli=1 agents. Nohttp://support.nimble.com/customer/portal/topics/34265-community-discussions/questions community http://www.facebook.com/rulefm com/forums/

3 users free, then $30/mo for 6 users and 6GB storage, $50 for 15 users and 25GB storage.

Not specified, must contact them. + Free for up to 1GB storage. + Many claims of affordability

Private, powered by Assistly - http: //support.nimble. com/customer/port al/emails/new

Yes - tasks, projects and leads can relate to contacts from the Addressbook (e.g. Create task from as lead types the contact's page, "investor") or as plus probably more who's responsible

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 toPer the "box" contact or projectYes

Great

Yes, since Jan 2013 - http: //support.nimble. com/customer/port al/articles/89143-isPlanned for 2012 there-a-publicNot public yet, as Q3 - http://www. nimble-api-, after a of July 2011 - http: long wait since facebook. //community.myerp. October 2011 com/rulefm/posts/2 com/xn/detail/6309 (missed the Q2 18092724902455, https://github.com/mavenlink/mavenlink_ruby_api 975:Note:861 http://www.nutshell.com/api/ https://developers.podio.com http://www.producteev.com/developers/ to extract data. No API to change didn't UI behavior. happen Great 2012 deadline)

Private, Zendesk

No Google Apps integration at all http://help.asana. No - http://www.affinitylive.com/product/benefits/google-apps-and-exchange-integration/, com/customer/portal/ but captures 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 questions/241671 No http://capsulecrm.com/blog/comments/capsule_contextual_gadget_for_gmail No No Tested: none

Gmail integration (contextual gadget)

Probably not. Abandoned now anyway.

Yes. Can specify an arbitrary relationship N/A type, e.g. [contact] N/A "knows about" [project]

No

No (tested), but planned after moving to Dojo 1.7 is completed. No

No (tested)

Yes, + forum: http: //www. liquidplanner. com/developers

N/A

Good. Maybe too verbose.

Yes

No. Had some but was taken down: http://support.insight.ly/forums - 15 messages in Tips&Tricks http://support.insight. ly/forums/117948-feature-requests (hidden from /forums!) has ~500 messages Very rarely, someone finds it - http: //support.insight. ly/forums/20798635-Files-Docs

None

Yes. Can in fact link any "app" to any other.

N/A

Just email them, http://help.do. com/customer/port al/emails/new? q=API

Two-way once you create the contact in Affinity No Live: http://ideas.affinitylive.com/forums/135847-feedback-ideas/suggestions/2293535-add-or-link-contacts-from-gmail

No

Took them 2+ years to come up with one - http://blog.insight. ly/2012/08/introducing-insightly-restapi.html vs. http://support.insight. ly/entries/383383-api-externalinformation-integration (April 2010, https://www.wbpsystems.com/forum/categories/heap_simple_api deleted after March 2012)

N/A

In CRM - http: //www.bitrix24. com/support/forum/ messages/forum3/t opic1025/message 5359/#message53 59 - can't define entirely custom objects like in Podio

Can add tasks quickly - http: //www.applicomhq. com/content/adding -tasks-quickly-% E2%80%93-oryour-task-inbox Excellent

Two-way

No mention

None - despite https://twitter. com/#! /Glasscubes/status/ Yes - http: 798829451412807 //goplanapp. 68, it's not there yet com/api/docs

Yes, best in class. Can link anything to anything. Maps best onto business realities.

Free for <12 users, $100 for more features, or $200 for even more.

Tested: as SQL database. See also http://www. affinitylive. com/company/faq/ who-s-behindPersonal tasks, affinitylive-and-are- projects, calendars, they-stayingcontacts+cases&de around/ als Apparently not

Export

None, piggybacks on the Uservoice suggestion: http: //capsule. uservoice. com/forums/5384general

No - http://help.do. com/customer/port al/articles/search? q=API

Tasks and deals with Contacts

Free for up to 30 users

Create tasks, assign to people, Must uses some specify deadlines, cryptic email address "AffinityLive can target task lists codes. - http://help. automatically http://www. asana. capture emails that applicomhq. com/customer/portal/ you send to or com/content/create questions/241671 receive from -task-by-email-with- And must create clients" apollo them one per project

Email-driven

Notifications

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/

NONE, and lead dev. refused to start one

$23/mo for 18 projects & 7 CRM users $48/mo for 40 projects, 18 CRM users

$250, or $500 for a license

Custom fields

Google Docs

No

NONE, and lead dev. refused to start one

Full-blown forum http://www. Community around activecollab. the software com/forums/

Google Contacts integration

Yes

No

REST. Complete for Can only import what is is - http: leads into the //developer.asana. CRM. Can't lookup com/documentation/: info -- http://www. In beta, Mar 2013 - http://www.affinitylive.com/company/blog/affinitylive-api-now-in-beta/ tasks, projects, tags, bitrix24. Beg them for access to it - http://www.affinitylive.com/company/faq/#faq-110 stories and com/support/forum/ Yes - http://www.cubedrive. Requests to make it public: Planned http://ideas.affinitylive.com/forums/135847-feedback-ideas/suggestions/2287968-provide-apisworkspaces forum3/topic349 Full REST API http://capsulecrm.com/help/page/api_gettingstarted com/help

Bug tracker (for the software, outside it)

Cost

Yes

Basic: - can't attach anything to tasks, folders or projects - projects are completely isolated (use folders instead)

CS: "you can use Wrike as a CRM Basically impossible to share contacts within the organization. but you need to add all the customers as users or viewers to your account - Can't edit contacts (!). Reply from support: "You can't edit the contacts as of now, they are more of a repository but of course you have a valid point." It's more a collaboration tool than a CRM, as it's not convenient to add a person as a user/viewer to your account for a simple interaction of a one-tim Okay. Nothing - can't select which fields of the contact/item to display if your clients don't need to have access to all the features Wrike has to offer, you can grant them Viewer licenses that allows them to view tasks, do extra vs. Insightly. Yes, can tag people, and don't have - no multi-select/batch operations. Can't group-tag! People have to be *users*, with a "login" (which you can enter a dummy value for) - http://www.teamworkpm.net/features-people so if your clients don't have to be active users and Viewer subscriptions will suit their needs, you'll be able to sign up for a 5 user plan for $49 that inc Decent: companies, people within, opportunities, issues, reports. Can't separate to "invite" them to the system. - star ratings are not integratable as a field Apparently added - each user must belong Maintofocus, a company, simpleso you have to create aNo, dummy and lead one for support thoseguy whorefuses don't to integrate with Heap - https://www.wbpsystems.com/forum/discussion/comment/2017 " - But can't add tags, can't add pictures, no social network integration companies whatsoever. from There + can arerelate custom contacts fields,tobut each they're other. plain text, which means you can't add multiple tags to a contact (for Estimated instance, an mid-2012, investor but whothey alsomissed writes for it: a newspaper, so "investor" and "press"). General - no view search displays doesn't thefind ratings text or in tags custom fields, and Advanced search duringdoes, summer but only ifNot thean search intended string is Main a prefix focus (won't find "press" in "investor, press"). - by default, the checkbox + cantomerge send contacts them a welcome email is checked Not an intended - Adding an opportunity Noto - http://goplanapp.com/api/docs/users a company doesn't Mainshow focusit in the pages contacts. for people associated Onlywith Solve360 that company. can do that. None, have to fake tasks as contacts: http://www.liquidplanner.com/forums/post/1102783 https://mavenlink.zendesk.com/entries/330867-light-crm-capability Only one-way synch with MainGoogle focus contacts Main - http://community.myerp.com/forum/topics/does-myerp-actually-sync focus - can't filter for ANDedNo tags, - http://producteev2.uservoice.com/forums/49079-producteev-2/suggestions/1928909-crm only for OR (items Can'tthat tag have customers any of2012 the tags will match) -use https://help.podio.com/entries/21713277#post_22813643 + relationships between contacts Basic and other contacts orPlanned projects - http://help.teambox.com/forums/86927-ideas-and-suggestions/suggestions/1234187-crm-integration. + but, best user management - one person so far can (if be youassociated need that)with only one But company: wait, it does http://groups.google.com/group/timetonote/browse_thread/thread/f5f9287763fd2415 integrate use with Nothing HeapCRM since Feb (their Old-school. 2012. other product) Can't relate - http://cloud.wbpsystems.com/#HeapTorch contacts, instance. Solve360 letssupport you define any relationship between contacts, e.g. "Bob was referred to us by Joe". No such thing in WORKetc yet, bu Butfor there's no Gmail gadget for that. Tasks can exist outside of contacts. Can use "Cases" to group tasks. No Basic. Can't Focused strictly on task priorities. Can't reorder tasks. Can't Mediocre. CRM. Has reorder them. Can't add contacts to Tested: Pretty Very rudimentary PM features: Revolutionary: estimate times for worst and best case scenario, and LP will calculate the schedule for you. - No task priorities Can't figure out opportunities, move from one tasks. Can't move good; not nearly as + Task history is cool - !: Assigning a task to more than one team member creates an INDEPENDENT COPY of the task for each member of the team. Uploading a file to my copy of the task, for example,Project doesn'tlogos update the copies that my teammates how to have. group tasks Best in class. See my review that which are linked to case to another, let - No project/Subproject hierarchy tasks among good as Wrike's, * Tasks can be linked to multiple projects via the "Link" feature, + powerful but there filters is no fordrag-and-drop. viewing tasks - Can't reassign an existing task Not an intended Different in an ineffective way: "project blogs" with all items jumbled together+in can a project. assign aSections task to multiple can be created people, to and group into canprojects. items. request that all must complete the task! One to-do item can belong to they published: http://www.wrike. accounts and alone file in more projects. but does the job. + projects can have images, like contacts - one task can't belong to more than one project, and there's no tagging - Can't create a task under an app. Can attach it to an app *item* or to a workspace, use but not to an app. However, - tasks MUST if you go beto associated an app, you to acan contact Basic create a task on it there. - can't yet "Move files/messages/task lists/resources/notebooks Enough said. between projects" (on Made the roadmap) for Kanban only one project. com/buzz.htm?id=189259 contacts. than one case.

No, but special website version

Heavy

A bit old by now. Not changed since 2013

All, using HTML5 Android - http://engineroom.teamworkpm.net/announcing-the-teamworkpm-android-app http://torch. iPhone - http://www.teamworkpm.net/features-lotsmore wbpsystems. Sleek HTML5/CSS3/JS No mobile app Unlikely com/mobile.php

Founder: Andrew Filev, http://www.wrike.com/founder.jsp, https://twitter.com/#!/andrewsthoughts - completely hands-off approach. Not one comment from him on Uservoice. Met with him in person, very nice and forward-thinking guy. No longer in The other team members are russians from the Bay Area - http://www.linkedin.com/search/fpsearch?companyId=612239 Support seems to be outsourced in Russia. None of the support personnel appear in LinkedIn under Wrike.

activeCollab

AffinityLive

Apollo HQ

Asana

Bitrix24

WTF

Country drop-down No country dropHow is this any has only Australia, down in contact better than Wrike, Canada, NZ, UK address. Must type and why is it so and US manually. popular?

No integration mentioned with anything else. - Founded in 1998, but has ~200 likes on Facebook.

Other features

Time tracking http://www. applicomhq. com/content/useapollo-to-check-alltime-entries-for-atask Cases, deals Time tracking, Brand with your invoicing, company logo workflows, budgets HTTPS always (optional) Extranet/portal Affiliate program

Map folders as network drives via WebDAV + Photo galleries + Employee absence chart

Versioned "pages" (not a full-blown wiki - can't semantically link between pages)

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

Bitrix24 selfhosted (onsite)

CapsuleCRM

CubeDrive

daPulse

Do

Green Rope

Glasscubes

Goplan

HeapCRM

HighRise

Applications are SEPARATE. Contacts are not shares among Trial requires credit even the Contacts tab and the card Leads tab in the CRM app.

Can download the WAR file and run your own cloud (Java, Apache, MySQL)

Insightly

Kpi.com

LiquidPlanner

Manymoon

Mavenlink

myERP.com

NimbleCRM

Nutshell CRM

Podio Producteev ProjectCompanion Rule.fm Slack Solve360 Streak Teambox Teamwork PM TimeToNote Tine 2.0 Torch Trello WORKetc Wrike Zurmo (open source) "Apps" are actually glorified forms with custom fields. There is no functionality that you can configure from the UI. -- Super confusing how you're supposed to manage contacts shared company"Gmail's auto-forwarding feature is not supported." -- the workspace UI text! wide, or even your Can't delete own. Contacts Custom fields were added only in Oct 2011! http://blog.insight.ly/2011/10/custom-fields.html multiple contacts synched with Unwiedly design http://manymoon. Google are readprone to horizontal Tested: "It's a pitty that you cannot give a task to more people in the organisationzendesk. at once as you make a new project." x 2 (can assign to only one person or an entire team) - checked on only. the forum Dec 24 - no answer since Mar 17. Apparently implemented in June 2012 - http://blog.insight.ly/2012/06/new-task-team-assignment-option.html scrolling if you !!!: SERIOUS CASE of Not Invented Here syndrome - they coded their own grid control: "we coded our own from scratch. Years ago we did look at a few commercial offerings but a com/entries/20708 -- can't delete more STUPID split of the have more boards Can't add due times to tasks (only due dates). There are, however, events. 453-can-i-undothan one item at All project items (notes, files, tasks) are jumbled into the "project blog" instead of being organized into tabs as every other community tool does: by http://norada.com/forums/viewthread/3130/#10801 than fit on the !!!!!!: CENSORED my support for tagging all entities (not just contacts), in which I was complaining that this is a quasi-deal breaker: http://www.webcitation.org/654eph4lv the-mergedonce. In fact, can't language - http: screen. ~"can create a project form an email, but can't merge an email into a project, must contact-list-i-haveforward it to Insightly" do anything to Generally, there is no "Cancel" button/link for any operation. //www.tine20. Sent emails not in the sent folder! Can create tasks from an email via the gadget, but doesn't include or link to that email! http://vote.wrike.com/forums/125507-general/suggestions/25 too-manymore than one item org/forum/viewforu - no liking of others' Not true: "when I go to delete it, the widget remains. Nowhere to disable the widget irrelevant-contacts even though the service is disabled inside apps admin AND Tasks my insightly from emails account areiscut deleted." off to a few hundred at once. chars, and no response from support within a month - http://support.nimble.com/customer/portal/questions/108109-add-task-from-an-email-description-cutting-off-message-after-a-few-hundred-characters Call times must be either :00 or :30 Scheduling and must emails last multiples fails Weird often. ofopen 5 minutes. sourceness You select - Thethose beta 4from is NOT dropdowns! Country open sourced, is free-text and you https://www.facebook.com/teamboxapp/posts/10150456080777261 instead can't m.php?f=14 pick of adrop-down contact that you called. comments A bunch of official YouTube accounts No timehaving scheduling posted forvideos: tasks, worketcUSA, only day WORKetcCRM, HudsoncoAUS

Web forms to enter "ability to easily link contats with multiple tasks and companies, and the way you can track relationships between contacts" x 5+ data in an "app", automatically "The most valuable feature to me is the ability to link entities any way you like. That in turn makes it easy to incrementally add information as you discover it. First contact, then a task, then generated a company, fromorthe any other sequence." Rapportive Raplet, fields quite useful - http: Activity sets for repeated tasks, and pipeline for opportunities Useless: Territories (where + Sound your team is), Competitors, Markets (geographical) //blog.entelo. notification on com/highriseBetter than Basecamp x 2 Useful: lead sources,updates tags, integration that target with lead's Twitter updates to help start small talk with lead rapportive-aBetter than Highrise x 3 you. Quite powerful-but-deadMeh: industries, salesengaging. quotas, sales process simple-crmcontinuous/frequent improvements x 5+ + full revision Best-looking solution/ Bad approach in general, history instead for items of custom key=value tags welcome email

Web page

Reason No CRM, no community, very https://andbang.com/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). + open API, GetSatisfaction + email-driven http://www.5pmweb.com/overview.php + good Gantt charts No mention of: CRM, API, Gmail integration, Gantt charts. Has tags, permalinks, task creation http://asana.com/product via email, Google 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. aspx/COMINDWORK/Talk/Using _Comindwork_as_simpliest_CR http://www.comindwork.com/Features M_PM_system Open source, Java/Apache, developed by one Hungarian guy living in Romania. Feature list http://www.dnet-ebusiness-suite.com/www/index.php/Doc/FeaturesOverview doesn't show tags. CRM with task management. Video is lame (loud computer fan noise). Targets the Hong Kong market. No mention of an API or http://crm.embraiz.com/features.html 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/fogbugz-ashttp://www.fogcreek.com/fogbugz/features/ 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 https://www.gqueues.com/ and two-way calendar 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. TRUSTe http://www.groupcamp.com/project-management-tour 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 it’s 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 developer, Daniele http://www.plancake.com 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=474168 217 www.viewpath.com/Products/FeatureHighlights/tabid/112/Default.aspx No CRM.

Desktop notifications + sound

Snippets, email Can add call logs, notes, URLs, scheduling activities etc. to a + can be used to project/contact and can group group disparate them in headings - nice threads in Gmail

Can turn off unneeded features Chrome extension for projects! Basic to search and add Open source project management, question, "is this cloud hosting tasks - http://torch. project for your wbpsystems. + @mentions email you, company daily task or forreminder a com/google. - limited organization:client" projects - yes! -> task lists -> tasks, instead of simply hierarchical tasks php#Chrome in folders like Wrike

Transparency culture: http://admin.worketc.com/Blogs/Development/94

Users mention very capable time @Mention tracking users (not tested) to email notify them and share the task - http://www.wrike.com/blog/12/20/2011/A-New-Easy-Way-to-Invite-People-to-Task-Discuss

Knowledge base is useful only Seamless because it's open/edit/save universally searchable. (without download/upload) Editing isn't collaborative, for MS Office and docs there -ishttp://www.wrike.com/blog/12/07/2011/Say-No-Downloading-Edit-Your-MS no revisioning. Autodetect country of phone number Time logging/time entries