Project Insight vs. Zoho Cliq

My rating would vary depending on the types of projects that need to be managed. Since I am in software, I don't think it was an excellent fit to manage software projects unless they are small projects with only a few tasks. On the other hand, if you are needing to manage a wide range of departments that are working on a single project with many moving pieces, then I would think that PI might be a better fit. Think of it as a jack of all trades, but master of none.

Incentivized

It is very well suited as a messaging tool, where one needs to communicate quickly to a colleague the status of a particular task or an update to the work. This is especially useful for field work where the field team can report the work done and any additional resources required. We have faced issues when virtual meetings are held for a team of 10+ members with a lot of drop-offs and poor quality of reception (audio & video). While some may be attributed to poor internet connection, we do not face the same issue when using Zoom meetings. This area requires strengthening.

Incentivized

• History tracking for any changes made to data.
• Tracks all milestones and retains records for lifetime of account.
• Easy extracting for reporting purposes.

Incentivized

• External channels allow in-office staff a private channel to directly relay messages to customers.
• Automated notifications through Zoho CRM can be easily triggered.
• Audio/screen share components offer zoom-quality calling without extraneous setups.

• Not a good fit for all types of projects
• Very Complex

Incentivized

• Initial set up can be a little daunting if you aren't a tech-savvy person. For large organizations, this might not matter since you would have a dedicated IT team that will handle it (as we did) but if you are a small business owner looking to set this up yourself, I imagine it would take some trial and error to get working.

Incentivized

Zoho Cliq has become an integral part of our daily business. Every single member of our team who has a job involving a computer has an active Zoho Cliq license and uses the tool continuously throughout the day. It cuts down on meetings and allows the team to feel very connected to one-another even though we are distributed geographically.

Incentivized

Easy to use Larger File sharing like videos, audios, even zip files Make internal group calls Multiple channel creation sharing development scripts is also easy

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It's available 24X7. We have never faced any serious issues with the connectivity. Whenever we faced issues, it has been traced to a browser issue or Windows app issue or a mobile issue.

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No issues

Incentivized

I found Project Insight somewhat opaque overall. I thought the training was sparse and answers to questions few and far in between. There was a lot of power there for the dedicated user/administrator. For me, who was a casual user and administrator, I found support lacking. I didn't administer Project Insight much, just some work on integrations with other tools.

Incentivized

Any time that I have had an issue, and there haven't been many user support jumps right on and helps me right away.

Incentivized

Excellent support. Online training and supporting videos, and resources are more than sufficient to get started. Moreover, their support channel, especially the chat window, is very helpful and provides an instant solution to all our queries. For any complicated issue, they always get back by email with the solution and on occasions even call back.

Incentivized

Implementation is very simple and easy. Create a Zoho account (free or paid), send/ receive an invite, log in, verify your credentials and get started. Admin would have created the channels for you, and you start contributing. The entire process is smooth, and you can get started within minutes. The Admin has to work at the backend, initially, and decide on the permissions for the individual and the team and set up permissions for access to other applications too. This needs to be planned out, tested and implemented.

Incentivized

• When I got to the company where I used Project Insight, we had our own custom tool that fit the tasks that it was designed for but wouldn't grow with the company unless resources were put onto expanding capabilities. We needed something more.
• We replaced that tool with Redmine. It worked well and was easy to use, but it looked pretty dated when we got it, and since we didn't have many resources for managing, it looked dated after a few years without receiving upgrades. It was a decent tool for small teams that were focused on similar tasks. Redmine was much more straightforward than Project Insight and felt more reliable since we never had an issue with our internal servers. On the other hand, Redmine felt dated and didn't fit as many of the tasks that were needed. Redmine's price was right if you installed it locally and was probably still cheaper if you used their SAAS version.
• Jira, on the other hand, felt like an excellent tool for software teams. Jira had a great project and task management and felt right for a software team. Jira also had useful integrations, even with Project Insight. Jira seemed pretty unreliable, worse than Project Insight. Our team would have preferred Jira, but I think it didn't work for other teams.

Incentivized

Functionality wise Zoho Chat fairs pretty well against the other options. I still use all the other options as I need to be flexible in how I communicate with clients. It is the integration into the ZohoCRM & Cliq that puts Zoho Chat above the others and is why I try to encourage clients to move across to the app

Incentivized

Bulk discounts can be considered. Slab-wise user discounts would attract more users.

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The system works perfectly well. At times, we have faced issues with the desktop application - it doesn't start, or takes time to start, or even logs off on its own. However, the browser as well as the mobile application work perfectly well, and we have never faced issues with them

Incentivized

• Reduction in costs on materials (i.e. - paper documentation)
• Improved efficiency given that our field members need to report back on an hourly basis
• Web based platform allows anyone access to the same information

Incentivized

• our business save time and improve communication. We noticed a 20% faster response time to customer issues because team members can communicate instantly.
• reduced our internal email clutter, saving about 10 hours a week for staff who used to spend time sorting through emails.

Incentivized