Likelihood to Recommend LiquidPlanner is amazing for any time of project management scenario where you have to manage several teams and details. Running a project through LiquidPlanner is so easy because it lets you break down the project into sections and folders and small tasks that you can assign to specific people. With a small to medium size team-- LiquidPlanner is amazing for organizing and tracking details. If you have a huge team or not a ton of details to track LiquidPlanner might not be right for you because it is a software that requires some good training to learn and has tons of functions that can be utilized so it seems better suited to be used by a smaller group looking to coordinate or for people who have lots of details that can be difficult to track.
Read full review 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.
Read full review Pros Priority based planning. Every other planning software we've used relies on dates and therefore needs constant attention. Priority based planning means that the plan is always up to date. Ease of use. LiquidPlanner has a very short learning curve. This is critical to getting team members to use it. Forecasting. LiquidPlanner makes it very easy to run scenarios by simply dragging and dropping projects and reassigning resources. Awesome Support. I get personal responses very fast. Usually within a couple hours. And, they listen and ask for more information. Read full review 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) Read full review Cons The interface is messy and cluttered. The best way to find things and see what you actually want to see is the main Projects view which is also the most cluttered and hardest to maneuver in. Clicking an external link someone posted in a comment or task description doesn't open in a new window by default, so we are constantly having to go back to get to LiquidPlanner again. The way that the interface saves your state globally (rather than per tab instance) means that if you click a link from someone else to a task that's not yours, then it adjusts your filters on the Projects page. Then if you refresh another LiquidPlanner window where you were on the Projects tab, suddenly all of its filters are updated and what you were looking at may no longer be there. It might just be the way that we use the system, but the Home and My Work tabs are fairly useless for us. They typically don't show the tasks we're actually looking for. Read full review 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) Read full review Likelihood to Renew We may not renew LiquidPlanner's contract, but only because my company has recently been acquired and we'll be adopting some of the software that they're using to standardize process. LiquidPlanner's development team releases new features pretty often, so it seems like the gaps and inefficiencies are slowly getting smaller/less frequent
Read full review Usability Easy to learn and utilize. Can export charts and reports for sharing with colleagues.
Read full review Support Rating They have been great in trying to come up with creative solutions to help us do what we want to do with the platform. I would say their support has been exceptional because we have hit them with some complex requests.
Read full review Extremely responsive, helpful, and friendly support (unlike many other SAAS teams out there).
Read full review Alternatives Considered Miro is a more versatile tool, but not quite made for planning and organizing. LiquidPlanner is very intuitive, fast to learn and easy to communicate. The added value of prioritizing tasks, personalized boards and gantt charts are really important during the planning and design thinking in the business. LiquidPlanner is simplified yet more helpful.
Read full review 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.
Read full review Return on Investment LiquidPlanner really forces you to map out your workflow. For me, honing into a template that I can later adjust as needed has been huge, as there is less time at the beginning of a project trying to assign and figure out what needs to happen when usually it never changes. Communication between employees, especially ones not immediately available in the office has been very welcomed. It helps having conversations documented in a public, logical place that is easy to find and refer to as the project continues. Our productivity has definitely skyrocketed as we've really gotten a feel and committed to using LiquidPlanner daily. As we move forward, we continually try to add more and more ways for us to use the service. Read full review 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. Read full review ScreenShots LiquidPlanner Screenshots