Likelihood to Recommend Scenarios where ActiveCollab works well 1) ActiveCollab works well for small teams specifically T&M teams.Its invoicing feature is unique & can make your life easy. 2) It is very easy to use & posses good range of filters like on the task list, we can drag/drop tasks, Filter by assignee's,
tasks lists, due dates, or completed tasks. 3) It has some simple but awesome features like when you're in
the middle of writing something i.e a comment on story and get interrupted,
it retains what you wrote. 4) It allows you to tag team members in threads of comments to grab their attention, its really needed when teams are distribu
ted. Thus helping team members to collaborate easily & stay on same page. 5) It integrates pretty well with other web apps like quickbooks , Slack, Trello, HubSpot, Zapier etc
Scenarios where ActiveCollab did not work well 1) Tasks can not have multiple assignee's here so if two members are working on same task it did not allow you to reflect that. 2) Sorting capability is not their under invoicing 3) It did not work well for larger teams 4) Search option is not very detailed & you may end up wasting lot of time searching one particular bug or issue.
Read full review BQE CORE is well suited for a firm trying to get a better understanding of their project performance as a whole as well as better manage time and project resources. It is not the greatest for client management through a project or through invoicing, but it is do-able within the system.
Read full review Pros Great for project and task assignments, project workflow and communications. Solid web-based platform that doesn't require software downloads, also includes great mobile platform. Great reporting tools for managing billing, estimating, project workflow and other essential project details. Allows for both the agency and its clients to interact on a single platform using role-specific permissions. Read full review Invoice Collections within Billing is a great tool because of the ability to take notes and track contact. Invoices are professional looking and easy for our clients to understand the overall progress within each phase of their project. Dashboards are the best tool EVER! The Contact List feature within Clients setup is the perfect way to track multiple project managers within a large company that also has multiple contracts with us. Read full review Cons It isn't possible to set members of staff as part time, so if someone is unavailable on certain days you must manually enter them as OOO every single day that they are not in, that other teammates work. Hours also can't be edited individually - everyone is treated as working the same hours in a day, rendering capacity planner useless for flexi working teams Subtasks cannot be assigned their own hours and deadlines, meaning the To Do list view can't be seen in actual date order and capacity planner does not reflect all time allocated to an individual's schedule unless every task is set up as a separate task rather than subtask There is no way to see all tasks of a certain type across multiple campaigns (e.g all copywriting tasks vs all technical tasks) - support team suggested exporting data and making spreadsheets Kanban view isn't available for people's own task lists ('board' view here shows a list) Not possible to have one task be assigned to more than one person Notifications are not sent when tasks are updated, so you have to leave comments and tag people each time Read full review Customizable Reporting Linking Project to Payment all together Assigning contacts to particular roles - such as Invoicing, Contracts, etc. Accounting Functionality - they are basically a project management accounting software, so in my opinion, they could learn some things from other accounting software such as QuickBooks etc. Read full review Likelihood to Renew We have been using Core for a few years now, and honestly started to look at other software systems to see what was out there. What we chose was a nightmare for migration so we never left Core. Now we have added invoicing and payments from Core instead of double entry with QBO. Still only a few cycles in but looks like it will be up to speed soon and working smoothly.
Read full review Usability The foundation is awesome, like I have said before, however the house being built on it, the educational resources being provided to us (more of sales pitches that don't work), and flexible workflow opportunities, is making us look elsewhere for how much we will be spending on per user. It's crazy to think how flexible they are not when it comes to user settings. Lack of integration with other sources is awful.
Read full review Reliability and Availability I can only remember a couple of times in 4 years that Core has been unavailable.
Read full review Performance This is one area that does need some improvement. It can be slow at time, so we had our IT look at it from our side and we had no issues, so it has to be some slowness on their side.
Read full review Support Rating We have not required support for ActiveCollab as it works pretty seamlessly. We didn't have any issues with using the platform or with any billing issues. The self-service aspect of the platform is robust and easy to navigate so we have not encountered any errors that required assistance from the support team.
Read full review As a new employee and CORE user, I talk to support on a weekly basis. I have never had to wait for more than 3 min to get connect with a support rep, and all my questions have been answered. The support representatives are polite and eager to help no matter how simple your question is.
Read full review Online Training Make sure you have someone training you that fits your style of learning.
Read full review Implementation Rating It does take some time to understand the options and to find the best invoice template.
Read full review Alternatives Considered ActiveCollab is easier to use and simpler in its setup. It has the right mix of features and simplicity. It's also project-oriented which is important for our workflow. Other tools are often too task-oriented, making it hard to track projects. Overall, ActiveCollab has a great mix of simplicity with good features.
Read full review Deltek Vision is far more advanced, more encompassing and offers more flexibility with what you want to do. However, it's also quite difficult to use, whereas BQE CORE is intuitive and user friendly. The trade off is worth it in some arenas but overall it's not suited for a larger fast paced company. Great for smaller companies.
Read full review Scalability This software works on a small and large scale.
Read full review Return on Investment Allows our team to stay organized and keep conversations on tasks. The To-Do List email every morning helps me mentally prepare and know exactly what I should be doing as soon as I start work. Powerful and useful integrations save lots of time (Google Drive, Slack, Dropbox, Zapier and more!). Read full review Quick setup of new tasks under a parent project, with immediate hourly billing to it. Monitoring of details of non-chargeable efforts in appropriate detail Validation of hourly cost, billing cost, benefit cost, profitability by person and role Company tracking of write-off's included in corporate and project reporting, no data is "lost" Can track excessive work time as +PTO in lieu of pay for use as future vacation Read full review ScreenShots