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 For a simple invoice-based organization, especially with multiple stores, Billtrust is an appropriate fit. While lacking in design and intuitive functionality, Billtrust got the job done as far as receiving payments from customers. However, if you are in a subscription-based business or one that invoices on a frequent repetitive manner, Billtrust may not be the best solution.
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 Billtrust's customer service always replies within 24 hours, leaving the case open until it is verified to be resolved. The customer portal our credit managers access is exceptionally well designed, allowing us to see when an invoice was delivered, and even when the end-user opened it. There are built-in reports to answer almost any question. 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 Search feature of PO or invoice #, etc. when logged in as the dealer. When logged in to Client Connect, would like to choose page number easily, instead of clicking Next Page as many times as needed. Have to scroll to right to display all columns when it looks like there is plenty of room to display them without a scroll bar. Read full review Likelihood to Renew We have a longstanding good record of invoice delivery and a high number of customers who are accustomed to the look and feel for logging to make payments
Read full review Usability Not too busy or elaborate, able to quickly log in & start using right away
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 We deal with our customer's AR personnel to help resolve issues with our open invoices. They can help us but seem to be lacking in the overall understanding of the Billtrust software and why things may work the way they do. We have some accounts that are active that we have been unable to add to our corporate account, and as a result, these bills must be paid via check, and we are not currently receiving statements. It would be great if they had more robust customer service or maybe different criteria for creating accounts.
Read full review Implementation Rating I was not here for the implementation
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 For a less tech-educated workforce, Billtrust did the job and required minimal developer resources on our end. Also, while Billtrust lacked in several arenas relative to Stripe, it was good for us since we were not a subscription-based business. For the price, Billtrust was a good solution for our invoice-to-pay business.
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 10 day reduction in our DSO resulting in increased cash flow Savings in printing, ink, folding, stuffing, and postage over in-house production, and additional savings with every customer that changes from paper to electronic delivery methods Increased payment application by batching payment types by day into one file Enhanced knowledge base for staff through webinars, Twitterviews, conferences, classes, and contact with customer support allow our staff to utilize our tools fully Read full review ScreenShots