Microsoft Planner vs. servis

There are a few examples where MS Planner would be suitable for employees at a mature organization. In my opinion, if you have Outlook or Teams, you already have built-in calendars and to-do lists. If you need a project management tool, you have two options: either pay for MS Project or use an alternative tool like Monday, Asana, or Jira. Regardless, their free versions are much more sophisticated than Microsoft's (MS Planner). Any team wishing to put together a halfway-decent project management board will need to look elsewhere, as MS Planner is only suitable for a personal to-do list.

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FreeAgent CRM allows a sales professional to be on top of their pipeline, sales funnel, activity, and projections! It's easy to use, easy to understand, and easy to navigate. It's very customizeable to your organization liking and organizations needs.

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• I love the ability to tag and untag others as needed
• I love the ability to customize the tag labels and that there are so many options
• I love the ability to add comments and it notifies the others tagged in the task
• I love that the task description can be changed as needed without notification to others assigned to the task

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• Pipeline View
• Task Management
• Sales Funnel Evaluation
• Sales Projection

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• Would be nice to see a calendar view instead of a list view
• Permissions aren't configurable, anyone can delete any task at any time and there is no recycle bin
• Notifications aren't great, you have to be attached as an owner to a task to see comments and be notified of changes, and even then notifications aren't shown for a lot of things

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• Emailing compatibility from the platform
• Calling compatibility from the platform
• A more automated Task logging process

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It is a very useful tool that brings teams in sync with one another. The integration with other Microsoft products makes it an obvious choice because you don't have to purchase a license for a completely different tool that doesn't have cross-functional capabilities with the software you already use on a daily basis.

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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

The board-and-bucket layout makes it easy to organize tasks, track progress, and prioritize work at a glance, even for first-time users. I also appreciate how Planner seamlessly integrates with tools like Teams, Outlook, and SharePoint, enabling users to collaborate, schedule tasks, and access their plans without needing to switch platforms. I also like how it’s accessible not only on desktops, but also on mobile devices.

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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

It's easy to use, very customizable, and very effective!

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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

Many areas of the company still use Trello to organize their activities and tasks, but gradually Microsoft Planner must replace the activities. Users are often "attached" to familiar technologies, but Office 365 takes advantage of the more organized use of the tools. This year we will not renew the Trello contract.

I have not used previous CRMS.

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• In my experience, productivity is negatively impacted because assigning subtasks aren't clear on Microsoft Planner
• Managers aren't able to track direct reports' tasks across multiple boards -- leading to poor visibility for us
• Notifications aren't always sent to inbox, so you rely on people's own project management skills to follow the communication on tasks they're assigned to. In my experience, this leads to missed deadlines impacting customer relationships.

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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

• FreeAgent CRM has allowed me to be on top of my pipeline, which has led to countless closed deals.
• FreeAgent CRM has given me the understanding of my true activity, allowing for me to make adjustments to my sales processes, leading to more sales.
• FreeAgent CRM has allowed me to be on top of the larger enterprises and has led to closed deals with larger accounts.

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