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    Overview
    ProductRatingMost Used ByProduct SummaryStarting Price

    Carta

    Score9 out of 10
    N/ACarta is an equity management platform that helps private companies manage their cap tables and issue securities electronically. Carta's tools help companies with valuations, tax filings, and equity compliance. Most recently, Carta launched Total Comp—a compensation management suite that offers benchmarking, leveling, scorecards, total rewards statements, and other tools used to forecast, hire, and retain…N/A

    Zoho Projects

    Score8 out of 10
    N/AZoho Project is online project management and planning software that provides project teams with a web-based collaborative environment. Zoho Projects can also include a bug tracking module specifically design to support software development project. It is integrated with other Zoho products including Zoho CRM.

    $5

    per month per user

    Pricing
    CartaZoho Projects
    Editions & Modules
    No answers on this topic
    Free
    $0
    Premium
    $5
    per month per user
    Enterprise
    $10
    per month per user
    Project Plus
    Contact Sales
    Offerings
    Pricing Offerings
    CartaZoho Projects
    Free Trial
    NoYes
    Free/Freemium Version
    YesYes
    Premium Consulting/Integration Services
    NoYes
    Entry-level Setup FeeNo setup feeOptional
    Additional Details—Discount offered for annual billing.
    More Pricing Information
    Community Pulse
    CartaZoho Projects
    Considered Both Products
    Carta
    No answer on this topic
    Zoho
    No answer on this topic
    Key User Insights
    Would buy again
    83%
    Would buy again
    5 Answers
    75%
    Would buy again
    6 Answers
    Delivers good value for the price
    100%
    Delivers good value for the price
    5 Answers
    100%
    Delivers good value for the price
    7 Answers
    Happy with the feature set
    100%
    Happy with the feature set
    6 Answers
    88%
    Happy with the feature set
    7 Answers
    Lived up to sales and marketing promises
    No answers on this topic
    71%
    Lived up to sales and marketing promises
    5 Answers
    Implementation went as expected
    No answers on this topic
    57%
    Implementation went as expected
    4 Answers
    Features
    CartaZoho Projects
    Project Management
    Comparison of Project Management features of Carta and Zoho Projects
    Feature
    Carta
    -
    Ratings
    Zoho Projects
    6.6
    20 Ratings
    15% below category average
    Task Management00 Ratings7.520 Ratings
    Resource Management00 Ratings7.019 Ratings
    Gantt Charts00 Ratings6.517 Ratings
    Scheduling00 Ratings5.518 Ratings
    Workflow Automation00 Ratings6.014 Ratings
    Team Collaboration00 Ratings7.520 Ratings
    Support for Agile Methodology00 Ratings6.35 Ratings
    Support for Waterfall Methodology00 Ratings8.011 Ratings
    Document Management00 Ratings6.016 Ratings
    Email integration00 Ratings6.016 Ratings
    Mobile Access00 Ratings5.018 Ratings
    Timesheet Tracking00 Ratings7.519 Ratings
    Change request and Case Management00 Ratings6.96 Ratings
    Budget and Expense Management00 Ratings6.014 Ratings
    Professional Services Automation
    Comparison of Professional Services Automation features of Carta and Zoho Projects
    Feature
    Carta
    -
    Ratings
    Zoho Projects
    5.0
    13 Ratings
    42% below category average
    Quotes/estimates00 Ratings5.55 Ratings
    Invoicing00 Ratings5.012 Ratings
    Project & financial reporting00 Ratings6.55 Ratings
    Integration with accounting software00 Ratings3.013 Ratings
    Best Alternatives
    CartaZoho Projects
    Small Businesses
    No answers on this topic
    Any.do
    Score8 out of 10
    Medium-sized Companies
    No answers on this topic
    KanbanFlow
    Score7.3 out of 10
    Enterprises
    No answers on this topic
    Microsoft To Do
    Score7.9 out of 10
    All AlternativesView all alternativesView all alternatives
    User Ratings
    CartaZoho Projects
    Likelihood to Recommend
    9.5
    (10 ratings)
    6.5
    (24 ratings)
    Likelihood to Renew
    -
    (0 ratings)
    9.9
    (3 ratings)
    Usability
    9.5
    (2 ratings)
    5.6
    (4 ratings)
    Availability
    -
    (0 ratings)
    9.0
    (1 ratings)
    Performance
    -
    (0 ratings)
    9.0
    (1 ratings)
    Support Rating
    9.6
    (2 ratings)
    7.4
    (9 ratings)
    Online Training
    -
    (0 ratings)
    9.0
    (1 ratings)
    Implementation Rating
    -
    (0 ratings)
    8.0
    (1 ratings)
    User Testimonials
    CartaZoho Projects
    Likelihood to Recommend
    Carta
    Carta is perfect for any sized organization when shares and stock options are in the picture for new/seasoned employees alike. If a company does not provide these benefits to employees, it may not be the best fit for them unless there are other value-adds the tool can provide in other areas.
    Incentivized
    Read full review
    Zoho
    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
    Read full review
    Pros
    Carta
    • Expense Reporting - GAAP compliant and easy to manage, a report is run monthly and provides all the details needed to book the expense.
    • Equity Manageent - All stock certificates for our investors are held in Carta making Equity easy to manage.
    • Stock Option Issuance - Options are issued in Carta and the entire option life cycle from issuance, approval, and exercising is handled in Carta.
    • User Interface is very easy to follow.
    • Support is very responsive and helpful.
    • Numerous education articles available to all users.
    Incentivized
    Read full review
    Zoho
    • 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
    Read full review
    Cons
    Carta
    • Still some issues with the auto-generated Excel file for stock calculations that required correction by technical support.
    • Could offer integration into accounting platforms or HR/payroll platforms to further cut down on manual input.
    • It should allow for custom user creation to allow for varying levels of access based on role in the company; currently, all security roles in the platform are out of the box without any modification allowed.
    Incentivized
    Read full review
    Zoho
    • 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.
    Read full review
    Likelihood to Renew
    Carta
    No answers on this topic
    Zoho
    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.
    Read full review
    Usability
    Carta
    Because it is simple to use, I have never experienced any issues or bugs while using it and I have not heard anyone else having issues with it either. It simply works.
    Incentivized
    Read full review
    Zoho
    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
    Read full review
    Reliability and Availability
    Carta
    No answers on this topic
    Zoho
    Has not been down to my knowledge.
    Read full review
    Performance
    Carta
    No answers on this topic
    Zoho
    Speed meets my expectations.
    Read full review
    Support Rating
    Carta
    Every time I have sent a message to Carta's support team, they've responded within 2 business days. The support team is very helpful and always has answered my questions competently and professionally. Many of my questions have also been answered through their extensive support articles. Carta makes available a lot of information that has helped reduce te administrative work of answering questions for our employees as they are able to get most of the information they need through Carta's website.
    Incentivized
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    Zoho
    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
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    Alternatives Considered
    Carta
    I was not personally involved in choosing Carta over any other platforms. However, I can say I'm very happy with Carta. Carta allows for a central place to manage stock options from multiple companies and is extremely user-friendly and intuitive. With Carta being a market leader, it's nice to find new employers already using it as well.
    Incentivized
    Read full review
    Zoho
    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
    Read full review
    Return on Investment
    Carta
    • If a company's cap table is wrong that is legally considered fraud ( yes, a capital F fraud ), as in there could be criminal repercussions, and almost assuredly whatever transaction that requires it to be accurate will be canceled.
    • Compliance is a major factor when it comes to having a stock option plan. Carta is the best I've seen at keeping a company in compliance.
    Read full review
    Zoho
    • 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
    Read full review
    ScreenShots

    Carta Screenshots

    Screenshot of the company dashboard that provides a comprehensive view of tasks and recommended next steps.Screenshot of a company's detailed cap table breakdown by share class, providing vital insights into authorized shares, ownership percentages, dilution effects, and funds raised, accessible at a glance.Screenshot of the equity awards management interface featuring visibility into options holders, exercise prices, vesting schedules, and remaining allocation from an equity plan.Screenshot of the shareholder information and certificate interface where edits are incorporated into the cap table automatically.Screenshot of Carta's interface to create, track, and receive funding.

    Zoho Projects Screenshots

    Screenshot of Task Automation with Blueprint - Map out your entire workflow with no code as flowcharts. Automate your tasks and notifications and set approval criteria with blueprint.Screenshot of Intuitive Gantt Charts - Say what, say who, say when. And done. Zoho Projects' Gantt chart comes feature loaded with advanced operations such as Critical path and Baseline.Screenshot of Inbuilt Issue Tracker - You can log, organize, track, and fix any problems. Features such as status and workflow, can be customized to suit the exact needs of your project.Screenshot of Drag, Drop and Done - A view of your tasks as cards placed along columns. Helps you identify bottlenecks and reorganize quickly using drag and drop.Screenshot of A quick pulse of all your work - The Portfolio dashboard, is a compact overview of all the work that's been happening across projects with widgets that address the project level timeline, status, ownership, budget health, and clients.Screenshot of Looks that matter - A refreshing UI that supports multiple themes, including an eye-catching dark mode.