MACAW CRM vs. Workamajig

Overview
ProductRatingMost Used ByProduct SummaryStarting Price
MACAW CRM
Score 8.0 out of 10
N/A
MACAW CRM system has been designed exclusively for the insurance sector. Prospects lead to opportunities, which leads to quotes, which leads to payment to the policies. In insurer requires, the underwriting and rating engines can be added. Salesforce can be deployed, managed and paid for. The policy servicing and claims tracking has been integrated in the system. The "digital" elements are integrated as various portals and mobile apps. The software has in…N/A
Workamajig
Score 6.3 out of 10
N/A
Workamajig is a project management system with capabilities such as file sharing, resource management, and revenue projection.
$41
per month per user
Pricing
MACAW CRMWorkamajig
Editions & Modules
No answers on this topic
In-house
$41
per month per user
Agency
$41
per month per user
Enterprise
Contact
per month per user
Offerings
Pricing Offerings
MACAW CRMWorkamajig
Free Trial
NoNo
Free/Freemium Version
NoNo
Premium Consulting/Integration Services
NoNo
Entry-level Setup FeeNo setup feeNo setup fee
Additional Details
More Pricing Information
Features
MACAW CRMWorkamajig
Project Management
Comparison of Project Management features of Product A and Product B
MACAW CRM
-
Ratings
Workamajig
6.3
11 Ratings
18% below category average
Task Management00 Ratings7.211 Ratings
Resource Management00 Ratings6.311 Ratings
Gantt Charts00 Ratings6.16 Ratings
Scheduling00 Ratings5.59 Ratings
Workflow Automation00 Ratings3.59 Ratings
Team Collaboration00 Ratings7.111 Ratings
Support for Agile Methodology00 Ratings6.16 Ratings
Support for Waterfall Methodology00 Ratings7.46 Ratings
Document Management00 Ratings8.711 Ratings
Email integration00 Ratings7.88 Ratings
Mobile Access00 Ratings4.77 Ratings
Timesheet Tracking00 Ratings7.310 Ratings
Change request and Case Management00 Ratings3.56 Ratings
Budget and Expense Management00 Ratings6.39 Ratings
Professional Services Automation
Comparison of Professional Services Automation features of Product A and Product B
MACAW CRM
-
Ratings
Workamajig
7.2
9 Ratings
4% below category average
Quotes/estimates00 Ratings7.07 Ratings
Invoicing00 Ratings7.97 Ratings
Project & financial reporting00 Ratings8.99 Ratings
Integration with accounting software00 Ratings5.02 Ratings
Best Alternatives
MACAW CRMWorkamajig
Small Businesses

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FunctionFox
Score 8.5 out of 10
Medium-sized Companies

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Quickbase
Quickbase
Score 9.3 out of 10
Enterprises

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Quickbase
Quickbase
Score 9.3 out of 10
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User Ratings
MACAW CRMWorkamajig
Likelihood to Recommend
8.0
(1 ratings)
7.2
(11 ratings)
User Testimonials
MACAW CRMWorkamajig
Likelihood to Recommend
Nest Innovative Solutions Private Limited
MACAW integrates well with Salesforce. As they say, they manage leads, opportunities, quotes and policies well. The underwriting and rating engines can be integrated if it's required. MACAW is a great solution for combining multiple systems into one and lowering overhead. It is not a great fit for non-technical departments.
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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.
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Pros
Nest Innovative Solutions Private Limited
  • Blending of CRM within an insurance flow
  • Great Lead Management, Quotation and Underwriting
  • High level support for marketing campaigns and setting up successful content strategies
  • Great support for legacy back-office system
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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
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Cons
Nest Innovative Solutions Private Limited
  • Not very user friendly
  • Configuration with older back-office system is a bit of a hassle
  • Searches and uploads sometimes take a long time
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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.
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Alternatives Considered
Nest Innovative Solutions Private Limited
MACAW provides deep integration with insurance-relevant tools, like underwriting and rating engines, which are not supported in shallow CRMs like Hubspot.
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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.
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Return on Investment
Nest Innovative Solutions Private Limited
  • Allowed work from home due to its web UI
  • Made using legacy back-office system easier, except for more complex cases
  • Not user friendly and a bit hard to onboard into
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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.
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ScreenShots

MACAW CRM Screenshots

Screenshot of Single Customer Overview DashboardScreenshot of Opportunity DashboardScreenshot of Quotation DashboardScreenshot of Policy Overview Dashboard