What users are saying about
2 Ratings
23 Ratings
2 Ratings
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Score 9.7 out of 100
23 Ratings
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Score 7.3 out of 100

Likelihood to Recommend

Lasso CRM

Lasso is a simple and easy-to-use CRM, above and beyond the daily tasks that the sales team or sales assistant complete, it allows our accounting department to generate reports and prepare invoices accordingly for commissions generated based on sales of condos.
Nathalie Harput | TrustRadius Reviewer

Workamajig

If you're looking for a system to help you address accounting that's not suited for marketing agency structures, this is the right tool. It is a bit cumbersome, but it has streamlined our reporting, billing, estimating, and tracking. As for project management, it's great that it integrates with the estimating and finances, but it's just not enjoyable to use. The interface is clunky. So if project management is your main criteria, I'd choose something else. We would never use it to collaborate with clients either because I'd be afraid of making them frustrated by the tool, so we use Basecamp to do that.
Dacia Coffey | TrustRadius Reviewer

Feature Rating Comparison

Sales Force Automation

Lasso CRM
9.1
Workamajig
Customer data management / contact management
Lasso CRM
8.6
Workamajig
Workflow management
Lasso CRM
7.1
Workamajig
Opportunity management
Lasso CRM
10.0
Workamajig
Integration with email client (e.g., Outlook or Gmail)
Lasso CRM
10.0
Workamajig
Interaction tracking
Lasso CRM
10.0
Workamajig

Customer Service & Support

Lasso CRM
5.0
Workamajig
Help desk management
Lasso CRM
5.0
Workamajig

Marketing Automation

Lasso CRM
9.7
Workamajig
Lead management
Lasso CRM
10.0
Workamajig
Email marketing
Lasso CRM
9.4
Workamajig

CRM Project Management

Lasso CRM
8.6
Workamajig
Task management
Lasso CRM
8.6
Workamajig
Reporting
Lasso CRM
8.6
Workamajig

CRM Reporting & Analytics

Lasso CRM
6.9
Workamajig
Pipeline visualization
Lasso CRM
8.0
Workamajig
Customizable reports
Lasso CRM
5.8
Workamajig

Customization

Lasso CRM
5.0
Workamajig
Custom fields
Lasso CRM
5.0
Workamajig
Custom objects
Lasso CRM
5.0
Workamajig

Security

Lasso CRM
8.3
Workamajig
Single sign-on capability
Lasso CRM
8.0
Workamajig
Role-based user permissions
Lasso CRM
8.6
Workamajig

Integrations with 3rd-party Software

Lasso CRM
8.0
Workamajig
Marketing automation
Lasso CRM
8.0
Workamajig

Platform

Lasso CRM
5.0
Workamajig
Mobile access
Lasso CRM
5.0
Workamajig

Project Management

Lasso CRM
Workamajig
7.2
Task Management
Lasso CRM
Workamajig
8.5
Resource Management
Lasso CRM
Workamajig
7.9
Gantt Charts
Lasso CRM
Workamajig
6.7
Scheduling
Lasso CRM
Workamajig
7.9
Workflow Automation
Lasso CRM
Workamajig
6.7
Team Collaboration
Lasso CRM
Workamajig
7.7
Support for Agile Methodology
Lasso CRM
Workamajig
6.0
Support for Waterfall Methodology
Lasso CRM
Workamajig
7.6
Document Management
Lasso CRM
Workamajig
7.4
Email integration
Lasso CRM
Workamajig
6.6
Mobile Access
Lasso CRM
Workamajig
5.4
Timesheet Tracking
Lasso CRM
Workamajig
8.7
Change request and Case Management
Lasso CRM
Workamajig
6.4
Budget and Expense Management
Lasso CRM
Workamajig
7.8

Professional Services Automation

Lasso CRM
Workamajig
7.1
Quotes/estimates
Lasso CRM
Workamajig
7.2
Invoicing
Lasso CRM
Workamajig
7.7
Project & financial reporting
Lasso CRM
Workamajig
8.5
Integration with accounting software
Lasso CRM
Workamajig
5.0

Pros

Lasso CRM

  • Easy capture of eleads from multiple sources. Lasso automatically captures potential buyers who submit for more information across multiple sources, including on social media, BDX, our website, and others.
  • Lasso helps keep everything organized, from dividing the sales efforts of multiple sales people across multiple neighborhoods, to allowing us to track which floorplans and lots our potential buyers are interested in.
  • Setting up a robust prospect nurturing plan is easy, allowing our sales team to effortlessly follow pre-determined templates for follow up.
Anonymous | TrustRadius Reviewer

Workamajig

  • The Platinum version has a particularly robust time tracking system, down to a 'timer' function that can be critical for an agency like mine where you want to be accountable for billing a client arruately
  • The ability to make projects available only to those who are permitted to assign their time to it has apparently been very helpful during our revenue reconciliation meetings where time incurred is reviewed against scope
  • The mobile app, while I still feel needs some work, is pretty handy for a quick calendar check if I'm in a client meeting and cannot utilize my browser to get information
Anonymous | TrustRadius Reviewer

Cons

Lasso CRM

  • Connection between inventory and sales modules.
  • Calculation of commissions of representatives using the tool (not outside realtors).
  • Price revisions.
Nathalie Harput | TrustRadius Reviewer

Workamajig

  • WMJ's interface is dated. Despite an html5 driven "sheets"-based interface, it takes a lot of time and effort to manage the interface, which could be streamlined considerably. On a UX/UI scale of 1 to 10, with 10 being the best, WMJ would earn a 6 from me.
  • Despite the amount of documentation available, there is a distinct lack of clarity in that documentation, and it doesn't fully cover everything you would expect. Branching thoughts, for instance, are not addressed. Additionally, because there are two editions of the software online, there are two support sites that aren't sequestered. So information from both commingles, creating confusion.
  • Support is available on an email and phone basis. They strongly encourage you to use email, however, and they are resistant to phone time. This is likely because the support staff is limited in number, but has a great depth of knowledge. If you want immediate phone support, however, YOU ARE OUT OF LUCK. You are placed in a queue and the odds of same-day help are low. For email, the response is usually within an hour, but when you are stuck with a configuration issue, or need to generate a report and don't know how to do something, waiting is not optimal. That said, the support team is TERRIFIC.
Scott Millen | TrustRadius Reviewer

Alternatives Considered

Lasso CRM

No answers on this topic

Workamajig

Workamajig was definitely a lot easier to keep track of projects, timesheets, and out of office calendars all in one. ClickUp and Zoho were good for project management but JIG definitely has more to offer and it's a little easier to clean. Keeping track of campaigns is much easier in JIG as it assigns project numbers and task numbers to each assignment.
Anonymous | TrustRadius Reviewer

Return on Investment

Lasso CRM

  • Lasso has given us a cost-effective way to manage and nurture our clients, with extra homebuilding-related features to make our efforts more successful.
  • We have an easy way to track the client prospecting and nurturing efforts of sales staff, even those located across the country from the corporate office.
  • Lasso has lead to more effective sales efforts, as client nurturing processes are built right in to the platform for them to follow.
Anonymous | TrustRadius Reviewer

Workamajig

  • Workamajig allows for a more flexible, productive workflow, especially for people working remotely.
  • Team members on a project are more aware of budgeted hours and timelines because of the various alerts.
  • Workamajig is such a timesaver because it's such an easy quick reference on current or past projects.
Annie Koelker | TrustRadius Reviewer

Pricing Details

Lasso CRM

General

Free Trial
Free/Freemium Version
Premium Consulting/Integration Services
Entry-level set up fee?
No

Workamajig

General

Free Trial
Free/Freemium Version
Premium Consulting/Integration Services
Entry-level set up fee?
No

Rating Summary

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