Expesite (discontinued) vs. Stackby

Expesite seems to be a good program for a client to communicate with their general contractor. It allows the GC to log in to one portal to handle all forms of communication rather than having to email certain things and use DocuSign for others and follow up via email to make sure that tasks are completed.

Incentivized

Based on my experience, I can provide specific scenarios where Stackby is well suited and others where it may be less appropriate: Project Management: Stackby is an excellent choice for project management scenarios. Its ability to create custom databases, track tasks, assign responsibilities, and collaborate in real-time makes it highly effective for managing and monitoring project progress. CRM and Sales: Stackby is well suited for managing customer relationships and sales processes. Its customizable database structure allows for organizing customer information, tracking leads, managing deals, and generating reports. The ability to integrate with other tools further enhances its usefulness in CRM and sales workflows. Content Planning: Stackby is a great fit for content planning scenarios. Users can create databases to manage editorial calendars, track content ideas, assign tasks to team members, and monitor content performance. Collaboration features facilitate seamless content collaboration and ensure timely publishing.

• Provides a dashboard where you can see all jobs that are going on with a particular client.
• Makes submitting and tracking change order requests simple.
• Makes tracking the status of pay applications simple.

Incentivized

• Ability to collaborate with team members on the same spreadsheet
• Ability to integrate multiple tools for centralized utilization (i.e. Facebook, Google Analytics, project management, etc.)
• Ability to send SMS and messages using integration with Twillio and Whatsapp
• All spreadsheets/databases securely saved in the cloud instead of on local hard drive(s)

• User-friendliness. My biggest gripe about Expesite is that nothing is intuitive. I wouldn't intuitively think to look for anything in the place that I can actually find it. For example, why would I go to my "inbox" to see where all of my jobs are? I would think that would be what the dashboard would be for.
• I understand it's a security measure, but changing the password so frequently gets challenging and this is the only program that I use that it changes as often as it does..
• Finding documents on Expesite is a nightmare. As a GC I need to be able to quickly log in and see if there are any brand new documents that I should be aware of, and perhaps I'm just using it wrong, but I haven't found any easy way to do that. It's very frustrating to have to dig through all of the files to figure out what has been updated.

Incentivized

• Implement the same views available on desktop into the mobile app
• Internal automations (like Airtable)
• Ability to implement and display info as a dashboard (like Airtable)
• Polish up the formatting of formulas, inputting them causes user frustration due to the formula input cursor jumping around
• Better intelligence and ease of inputting data in bulk i.e have the fields automatically identify what data is being input and format appropriately (like Airtable does)

Stackby is overall pretty easy to use, especially if you're used to something like Airtable or SmartSuite. Some of the pages seem like near exact clones (though they put their own creative spin on things). I'd prefer a slighty fresher interface (like SmartSuite), but I'm willing to sacrifice that for the better price and great customer service.

Extremely responsive, helpful, and friendly support (unlike many other SAAS teams out there).

I have also tried Ora.Pm. Infinity has better graphical interface, but nowhere near as many features and the UI isn't as effective (i.e, moving around with keys). Grist has a much more technical interface and it comes from being more of a database/interactive spreadsheet vs Stackby. Grist has much more functionality in terms of formulas, but is much harder to learn to use and less other functionalities. Ora.PM is more of a test at a task management app, and doesn't compare - Stackby is much better.

• It has made communicating with our important clients easier by centralizing the communication.
• It has made submitting change order requests quick and simple.
• It has helped to speed up the accounting process because we can log in at a glance and see a status.

Incentivized

• Positive impact on organising my marketing so I contact advertisers in an appropriate time frame and don't lose hours figuring out what's happening.
• Positive impact on organising challenges so that people feel more connected and supported, leading to future sales.
• Positive impact on understanding data so that I can use it more effectively.