What users are saying about
34 Ratings
34 Ratings
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Score 8.6 out of 100
28 Ratings
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Score 8.2 out of 100

Feature Set Ratings

  • FinancialForce PSA ranks higher in 2 feature sets: Project Management, Professional Services Automation

Project Management

7.4

ActiveCollab

74%
9.0

FinancialForce PSA

90%
FinancialForce PSA ranks higher in 13/14 features

Task Management

9.0
90%
11 Ratings
9.0
90%
9 Ratings

Resource Management

7.0
70%
7 Ratings
9.0
90%
10 Ratings

Gantt Charts

8.8
88%
6 Ratings
9.0
90%
10 Ratings

Scheduling

6.3
63%
10 Ratings
9.0
90%
10 Ratings

Workflow Automation

7.0
70%
1 Rating
9.0
90%
10 Ratings

Team Collaboration

8.0
80%
12 Ratings
9.0
90%
11 Ratings

Support for Agile Methodology

7.0
70%
7 Ratings
9.0
90%
9 Ratings

Support for Waterfall Methodology

7.0
70%
1 Rating
9.0
90%
9 Ratings

Document Management

8.1
81%
7 Ratings
9.0
90%
10 Ratings

Email integration

8.4
84%
8 Ratings
9.0
90%
10 Ratings

Mobile Access

3.0
30%
9 Ratings
9.0
90%
10 Ratings

Timesheet Tracking

9.9
99%
8 Ratings
9.0
90%
10 Ratings

Change request and Case Management

8.8
88%
7 Ratings
9.0
90%
9 Ratings

Budget and Expense Management

5.9
59%
6 Ratings
9.0
90%
10 Ratings

Professional Services Automation

7.5

ActiveCollab

75%
9.0

FinancialForce PSA

90%
FinancialForce PSA ranks higher in 4/4 features

Quotes/estimates

6.9
69%
7 Ratings
9.0
90%
6 Ratings

Invoicing

6.9
69%
6 Ratings
9.0
90%
8 Ratings

Project & financial reporting

8.4
84%
6 Ratings
9.0
90%
10 Ratings

Integration with accounting software

7.9
79%
4 Ratings
9.0
90%
7 Ratings

Attribute Ratings

  • FinancialForce PSA is rated higher in 2 areas: Likelihood to Recommend, Support Rating

Likelihood to Recommend

8.0

ActiveCollab

80%
12 Ratings
9.0

FinancialForce PSA

90%
13 Ratings

Likelihood to Renew

ActiveCollab

N/A
0 Ratings
9.0

FinancialForce PSA

90%
3 Ratings

Usability

ActiveCollab

N/A
0 Ratings
8.0

FinancialForce PSA

80%
2 Ratings

Availability

ActiveCollab

N/A
0 Ratings
9.0

FinancialForce PSA

90%
2 Ratings

Performance

ActiveCollab

N/A
0 Ratings
7.0

FinancialForce PSA

70%
2 Ratings

Support Rating

7.1

ActiveCollab

71%
6 Ratings
9.0

FinancialForce PSA

90%
6 Ratings

Implementation Rating

ActiveCollab

N/A
0 Ratings
8.0

FinancialForce PSA

80%
2 Ratings

Likelihood to Recommend

ActiveCollab

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 distributed. 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.












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FinancialForce.com

PSA is great at capturing all the data you would need to accurately track and report on consulting projects. It captures project financials, calculates projected GM%, and (among others) allows for hourly tracking of employees, which breaks it up between billable and non-billable for utilization tracking to accurately understand costs. However, the user interface is tough to learn, and the stability of the data reporting functions is questionable. This tool would be great for smaller consulting shops that fit the standard contracting mold. If your business is fairly straightforward without a lot of shades of gray, you shouldn't have much trouble with the tool. However, if your business practices have a lot of exceptions based on clients, then you'll have a tall administrative task on your hands.
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Pros

ActiveCollab

  • 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.
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FinancialForce.com

  • The biggest strength of FinancialForce PSA is that it's built upon the force.com platform, which means it is very easily customizable to our business needs.
  • Projects are easily created, as well as milestones and assignments.
  • "Actuals" (dollars and hours) are calculated automatically, and are easily reported on.
  • Resources are easily managed by using the Resource Planner
  • FinancialForce PSA support is outstanding!
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Cons

ActiveCollab

  • Does not maintain default categories for tasks
  • Makes information difficult to share with others not on AC
  • Relies on other people to track their time correctly in categories for estimates
  • Mobile app is very hard to use and not user-friendly if you are working with multiple projects
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FinancialForce.com

  • The product is still maturing as a full featured PSA tool. The feature roadmap is compelling but is still being built out.
  • Tool is ideal for managing a services business. It is not yet a project manager tool.
  • Limited reporting
  • Maturing change order process
  • Limited integration to back-end financial systems beyond Financial Force Financials. We use Netsuite.
  • The underlying SalesForce UI is constrained and can be keystroke intensive at times
  • Limited archiving of historical data
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Pricing Details

ActiveCollab

Starting Price

$7 per member/per month

Editions & Modules

ActiveCollab editions and modules pricing
EditionModules
Self-Hosted Plan$999.001
ActiveCollab Project Management$7.002

Footnotes

  1. license
  2. per member/per month

Offerings

Free Trial
Free/Freemium Version
Premium Consulting/Integration Services

Entry-level set up fee?

Optional $6.25

Additional Details

FinancialForce PSA

Starting Price

Editions & Modules

FinancialForce PSA editions and modules pricing
EditionModules

Footnotes

    Offerings

    Free Trial
    Free/Freemium Version
    Premium Consulting/Integration Services

    Entry-level set up fee?

    No setup fee

    Additional Details

    Likelihood to Renew

    ActiveCollab

    No answers on this topic

    FinancialForce.com

    There is another PSA software program that we have been looking into (DreamFactory) that could potentially replace FinancialForce PSA in our organization. Like FinancialForce PSA, it is cloud based on the force.com platform. Licensing is slightly less than FinancialForce PSA, and the Resource Management tool is far superior to FinancialForce PSA. With that said, our renewal falls in Q4 2014 and I don't foresee us implementing a new system this fiscal year.
    Read full review

    Usability

    ActiveCollab

    No answers on this topic

    FinancialForce.com

    It is maturing and does what it does well although it is not fully complete.

    Integration to SF is great.

    Gives great visibility to incoming services projects and allows the staffing process to start on pipeline deals.

    There are certain processes that take more click-throughs then needed so there are refinement opportunities around the UI.

    The resource management screen and project status views have really matured since our original purchase, and while not perfect, allow business leaders to do their jobs.

    Configurations vs. customizations. We seem to have to bring in an Apex developer to do a customization for changes I would think could be configuration settings
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    Reliability and Availability

    ActiveCollab

    No answers on this topic

    FinancialForce.com

    We have maybe had 1-2 outages over 3 years.
    Read full review

    Performance

    ActiveCollab

    No answers on this topic

    FinancialForce.com

    Most of the time it is fine. There are peak periods of usage where performance noticably slows down (i.e., Monday mornings when time is due and many reports are being run)
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    Support Rating

    ActiveCollab

    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.
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    FinancialForce.com

    Every time I submit a new help request, whether it's an actual help request or just a question about FinancialForce PSA, I always feel that I'm receiving world class support. The support we receive from FinancialForce PSA is always very detailed and professional. There are some requests that take longer than other for the initial response, which is why I did not give a full 10.
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    In-Person Training

    ActiveCollab

    No answers on this topic

    FinancialForce.com

    It was fine.
    Read full review

    Implementation Rating

    ActiveCollab

    No answers on this topic

    FinancialForce.com

    Appirio did a good job, however, the user team didn’t know enough to make all the right configuration/customization choices. The team focused too much on replicating existing processes vs. reengineering them. In hindsight we should have had deep dive reviews at key milestones and enforced more focus on how the software would operate. We didn’t have access to true best practices expertise. In hindsight, a consultant from the outside would have been helpful to drive this.
    Read full review

    Alternatives Considered

    ActiveCollab

    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

    FinancialForce.com

    FF PSA is a robust Project Management solution that can be configured to fits any size business. We have tried several other applications and PSA so far has met and exceeded our needs. We run our day to day operations on Salesforce so having a solution that is native was a must have. PSA met that requirement and much more.
    Read full review

    Return on Investment

    ActiveCollab

    • 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!).
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    FinancialForce.com

    • FinancialForce PSA has helped us improve our data tracking and allows us to get more granular about our financial information and performance.
    • PSA has given more tools and reports to individual contributors to take greater ownership over their own data, and has increased accountability across the organization.
    • PSA has added a fairly hefty administrative burden to individuals, project managers, and our financial team.
    Read full review

    Screenshots

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