Lytho Workflow vs. Teamleader

It's a flexible program that can be molded to fit most businesses. It's geared towards agencies but we've been able to use it successfully as an in-house solution. It's pretty intuitive for the most part and is easy for new hires or clients to get up and running pretty quickly.

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It is great for making proposals, sending invoices and for keeping time. It is also a great CRM tool. I love the business card scanner in the app.

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• Requests - Request forms are set up so that certain fields are required and there's a minimum turnaround time. This prevents others from submitting an incomplete request or requesting things last minute.
• Proofing - Chasing after people to approve a proof is always a pain, but the simplicity of Lytho Workflow makes it less of a pain. I can quickly remind people in the route to review the proof by clicking a button.
• Templates - I use templates so that a list of tasks is created for me when I accept a job. It also creates a timeline for when each task needs to be done.

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• Comply clients data
• Invoices
• Track and measure time for projects

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• Not being able to permanently delete inactive/old users (i.e. employees that are no longer with the company).
• Search filtering features are lacking.
• Not being notified when someone replies to my comment without @ mentioning me.

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• Synching contacts between iPhone and Teamleader could be easier.
• Integration with Aweber would be great.

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Besides having some tools to improve, it's a simple yet useful tool to organize data in order to improve patients quality and internal development.

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Very effective team. If ANYTHING occurs their assistance is pretty much immediate. They take longer by email but it works everytime.

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The corporate communication team uses DivvyHQ, TweetDeck and Agorapulse. Each one is used for different purposes and helps us meets our objectives. DivvyHQ helps Unum and Colonial Life's corporate communications teams stay in touch with one another's work and aware of what the other is doing. It allows for content collaboration and keeps us on track to meet individual deadlines.

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A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

Act-On I used for a client. It is more a marketing automation tool than a CRM solution and it is also more suited for bigger organizations.

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• This has saved man power by automating certain functions
• We have created a new stream of marketing.

• Positive: invoices are easy to pay thanks to the direct link, invoices are mostly paid timely
• Positive: it is easy to monitor deals and proposals. When followed up timely, more opportunities become deals.

Incentivized

Independently Invited by TrustRadius

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info