Crelate vs. Zoho Projects

There is definitely a little bit of a learning curve (but this would be with any platform) but what we have loved most is the ability to centralize both relationship management and workflows. We feel it has given us much better visibility into our pipeline.We love that the platform is highly customizable (with the help of our customer success manager) which has allowed us recreate workflows that have already worked for our team and has been easy to use for our new team memebrs

My work involves projects of 5-15 people with numerous projects running simultaneously. Prior to Zoho, I did not have a central location from which to view all project statuses at once. Zoho looks to provide this and also looks like it will deliver. I am anxious to see how our organization's use of it develops. At this time, I feel I am likely to recommend Zoho Projects because my organization has made great software decisions in the past so I have a level of trust already that the research has been done that Zoho is the best solution for our line of work.

Incentivized

• Very good resource to track and organize client business development
• Very customizable to allow you to modify the activities to you preference
• Great training and support to help you customize your processes

Incentivized

• We use it to manage our sales orders as there are lots of moving parts which are necessary to get client orders done properly.
• I use it anytime I have a new idea I want to put into motion. As I can create a list for brainstorming, feedback, specific actions necessary in order to test and or implement the idea.
• Unrelated to business, it's a great way to plan travel in order to make sure you don't forget those important things like passport, flight arrangement, client meeting confirmation, and meeting prep as far as what specific documents or things do you need to bring with you.
• And since everyone is on the go and expected to keep up with work, the mobile/tablet app makes it a breeze to keep up, work on, and create new projects.

Incentivized

• The Crelate ad response can be pretty touch and go. Crelate should be able to identify similar emails and phone numbers and replace them into the stage they were in.
• Crelate needs to have better interface with job board sites such as Indeed, Glassdoor, LinkedIn, etc.

Incentivized

• There is no ability to add custom fields in the "Bugs" module - for example, if we want to add fields such as Version Number.
• Reporting is not integrated - its a fairly expensive add-on.
• There is no easy way to track actual and completed dates for tasks - so historical variance analysis is not easy.

It works, but not sure that it's the best/we might try out alternatives first.

Incentivized

I've reviewed about 8 other project management solutions and Zoho Projects is the best I've seen without being overly complicated. Zoho Projects keeps getting better! Recent new enhancements makes it even easier to navigate. There are new keyboard shortcuts that cut my time way down. The tools are very easy to use.

Like said earlier there is definitely a little bit of a learning curve but support and CS is wonderful to work with. Our team trainings have helped significantly. The ui is really easy to navigate as well, a little outdated but easy to navigate but they are in the process of improving it I believe.

Zoho Projects is an easy project management tool to use. It provides all the functionality that we required for handling projects. We can easily create personal forms for projects and tasks, allowing us to add and report on our own desire. Apart from this we can create and edit documents in real time which saves our time. This allows us to share text docs, presentations, tables with the whole team and we can work on them together

Incentivized

Has not been down to my knowledge.

Speed meets my expectations.

Usually the Crelate support is very responsive and quick to fix any problems that arise. I've personally seen emails of the threads where Crelate support was quick to resolve problems and act courteously while doing so. While I have never called their line, it seems that their phone support is also well experienced.

Incentivized

Although it might lack intuitiveness, once you get a hang of how Zoho Projects works, you can do a LOT. The impact good project management has on profitability is huge, and it has helped not only improve communication and coordination when working on a project, but more importantly have adequate tracking of time, due dates and potential bottle necks

Incentivized

• Easier to use, modern, supports drag and drop. Easy to set up and use. Fewer keystrokes
• better support than zoho, not as good (but getting there) as PCR
• Crelate is a smaller company, nimble and has ear of the customer
• LIke ability to click and dial!

Incentivized

Zoho Projects provides a more limited set of functionality and customization options than other task/bug trackers on the market, but what it lacks in functionality it makes up for in ease of use. It probably has 80-90% of the features of its competitors but takes about a third of the time to get up and running and realizing value.

Incentivized

• Can more easily organize our candidates and we have a lot of info at our fingertips - this translates to quicker processes which is positive
• We keep all our notes on Crelate - very useful for the whole team to see
• We have multiple team members scheduling so it really helps to see all the emails that have gone out, to ensure there's no overlap

• We needed a system to organize our growing business, so anything was better than what we had, which was nothing.
• Recording time spend is a huge reason for using project software. It has made me aware of the tasks that are taking too long and where we are not being profitable as a company.
• It has kept our team accountable for what needs to get completed and when projects are not in motion or completed timely. It's helpful to know in order to get billing out faster.

Incentivized