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    Overview
    ProductRatingMost Used ByProduct SummaryStarting Price

    Square 9 Softworks

    Score9.3 out of 10
    N/AFor document-intensive companies looking to improve business efficiency, Square 9 Softworks develops solutions for process automation that aim to drive increased productivity across all business applications.

    $250

    per month 5 users

    Zoho Projects

    Score7.8 out of 10
    N/AZoho Project is online project management and planning software that provides project teams with a web-based collaborative environment. Zoho Projects can also include a bug tracking module specifically design to support software development project. It is integrated with other Zoho products including Zoho CRM.

    $5

    per month per user

    Pricing
    Square 9 SoftworksZoho Projects
    Editions & Modules
    Square 9 Process Automation Essentials
    $50
    per month per user (5 User Minimum)
    Square 9 Digital Transformation Essentials
    $68
    per month per user (5 User Minimum)
    Square 9 Enterprise Essentials
    $75
    per month per user (10 User Minimum)
    Free
    $0
    Premium
    $5
    per month per user
    Enterprise
    $10
    per month per user
    Project Plus
    Contact Sales
    Offerings
    Pricing Offerings
    Square 9 SoftworksZoho Projects
    Free Trial
    NoYes
    Free/Freemium Version
    NoYes
    Premium Consulting/Integration Services
    YesYes
    Entry-level Setup FeeRequiredOptional
    Additional DetailsOffered via a three-tier pricing model that allows customers to scale their solution up or down based on the changing needs of their organization. Pricing excludes professional services and implementation feesDiscount offered for annual billing.
    More Pricing Information
    Community Pulse
    Square 9 SoftworksZoho Projects
    Considered Both Products
    Square 9 Softworks
    No answer on this topic
    Zoho
    No answer on this topic
    Key User Insights
    Would buy again
    96%
    Would buy again
    72 Answers
    75%
    Would buy again
    6 Answers
    Delivers good value for the price
    97%
    Delivers good value for the price
    67 Answers
    100%
    Delivers good value for the price
    7 Answers
    Happy with the feature set
    96%
    Happy with the feature set
    72 Answers
    88%
    Happy with the feature set
    7 Answers
    Lived up to sales and marketing promises
    100%
    Lived up to sales and marketing promises
    52 Answers
    71%
    Lived up to sales and marketing promises
    5 Answers
    Implementation went as expected
    89%
    Implementation went as expected
    54 Answers
    57%
    Implementation went as expected
    4 Answers
    Features
    Square 9 SoftworksZoho Projects
    Project Management
    Comparison of Project Management features of Square 9 Softworks and Zoho Projects
    Feature
    Square 9 Softworks
    -
    Ratings
    Zoho Projects
    6.6
    20 Ratings
    15% below category average
    Task Management00 Ratings7.520 Ratings
    Resource Management00 Ratings7.019 Ratings
    Gantt Charts00 Ratings6.517 Ratings
    Scheduling00 Ratings5.518 Ratings
    Workflow Automation00 Ratings6.014 Ratings
    Team Collaboration00 Ratings7.520 Ratings
    Support for Agile Methodology00 Ratings6.35 Ratings
    Support for Waterfall Methodology00 Ratings8.011 Ratings
    Document Management00 Ratings6.016 Ratings
    Email integration00 Ratings6.016 Ratings
    Mobile Access00 Ratings5.018 Ratings
    Timesheet Tracking00 Ratings7.519 Ratings
    Change request and Case Management00 Ratings6.96 Ratings
    Budget and Expense Management00 Ratings6.014 Ratings
    Professional Services Automation
    Comparison of Professional Services Automation features of Square 9 Softworks and Zoho Projects
    Feature
    Square 9 Softworks
    -
    Ratings
    Zoho Projects
    5.0
    13 Ratings
    43% below category average
    Quotes/estimates00 Ratings5.55 Ratings
    Invoicing00 Ratings5.012 Ratings
    Project & financial reporting00 Ratings6.55 Ratings
    Integration with accounting software00 Ratings3.013 Ratings
    Best Alternatives
    Square 9 SoftworksZoho Projects
    Small Businesses
    M‑Files
    Score8.9 out of 10
    Any.do
    Score8 out of 10
    Medium-sized Companies
    Esker
    Score7.9 out of 10
    KanbanFlow
    Score7.3 out of 10
    Enterprises
    Tungsten Capture
    Score9.6 out of 10
    Microsoft To Do
    Score7.8 out of 10
    All AlternativesView all alternativesView all alternatives
    User Ratings
    Square 9 SoftworksZoho Projects
    Likelihood to Recommend
    9.3
    (80 ratings)
    6.5
    (24 ratings)
    Likelihood to Renew
    4.9
    (7 ratings)
    9.9
    (3 ratings)
    Usability
    8.0
    (6 ratings)
    5.6
    (4 ratings)
    Availability
    7.3
    (2 ratings)
    9.0
    (1 ratings)
    Performance
    7.3
    (2 ratings)
    9.0
    (1 ratings)
    Support Rating
    7.9
    (26 ratings)
    7.4
    (9 ratings)
    In-Person Training
    7.3
    (1 ratings)
    -
    (0 ratings)
    Online Training
    -
    (0 ratings)
    9.0
    (1 ratings)
    Implementation Rating
    6.4
    (3 ratings)
    8.0
    (1 ratings)
    Configurability
    7.3
    (1 ratings)
    -
    (0 ratings)
    Ease of integration
    4.5
    (2 ratings)
    -
    (0 ratings)
    Product Scalability
    7.3
    (2 ratings)
    -
    (0 ratings)
    Vendor post-sale
    7.3
    (2 ratings)
    -
    (0 ratings)
    Vendor pre-sale
    7.3
    (2 ratings)
    -
    (0 ratings)
    User Testimonials
    Square 9 SoftworksZoho Projects
    Likelihood to Recommend
    Square 9 Softworks
    Square 9 Softworks is really good for internal and external filing services. Square 9 Softworks is also an application that can be utilized for databases to store and extract data. If the volume of your filing isn’t heavy or on a day-to-day basis then I wouldn’t recommend Square 9 Softworks.
    Incentivized
    Read full review
    Zoho
    My work involves projects of 5-15 people with numerous projects running simultaneously. Prior to Zoho, I did not have a central location from which to view all project statuses at once. Zoho looks to provide this and also looks like it will deliver. I am anxious to see how our organization's use of it develops. At this time, I feel I am likely to recommend Zoho Projects because my organization has made great software decisions in the past so I have a level of trust already that the research has been done that Zoho is the best solution for our line of work.
    Incentivized
    Read full review
    Pros
    Square 9 Softworks
    • The software is very flexible, and the technicians were great at implementing our customizations for the PO project.
    • While indexing fields in Global Search, the Key Free tool works great.
    • Global Search is well-organized. It's easy to navigate and find your documents.
    • The process for completing your project was well done. Communicating with individuals at Square 9 who were responsible for different aspects of the project was easy.
    Incentivized
    Read full review
    Zoho
    • We use it to manage our sales orders as there are lots of moving parts which are necessary to get client orders done properly.
    • I use it anytime I have a new idea I want to put into motion. As I can create a list for brainstorming, feedback, specific actions necessary in order to test and or implement the idea.
    • Unrelated to business, it's a great way to plan travel in order to make sure you don't forget those important things like passport, flight arrangement, client meeting confirmation, and meeting prep as far as what specific documents or things do you need to bring with you.
    • And since everyone is on the go and expected to keep up with work, the mobile/tablet app makes it a breeze to keep up, work on, and create new projects.
    Incentivized
    Read full review
    Cons
    Square 9 Softworks
    • GlobalSearch could use some enhancements in layout - THIS IS FIXED WITH THE NEWEST VERSION OF GLOBALSEARCH 6.3 and their Sleek GUI GlobalSearch GO! - WELL DONE!
    • GlobalSearch could use external sharing of documents THIS IS FIXED WITH THE NEWEST VERSION OF GLOBALSEARCH 6.3 and their Sleek GUI GlobalSearch GO! - WELL DONE!
    • GlobalForms could have better formatting tools to enhance the fields and text formatting
    Incentivized
    Read full review
    Zoho
    • There is no ability to add custom fields in the "Bugs" module - for example, if we want to add fields such as Version Number.
    • Reporting is not integrated - its a fairly expensive add-on.
    • There is no easy way to track actual and completed dates for tasks - so historical variance analysis is not easy.
    Read full review
    Likelihood to Renew
    Square 9 Softworks
    We absolutely can't imagine not continuing software maintenance as there are always new additions that improve the system not to mention the excellent tech support when issues are encountered. Response times for troubleshooting are very quick and usually, my issue is resolved in less than an hour after connecting with support.
    Incentivized
    Read full review
    Zoho
    I've reviewed about 8 other project management solutions and Zoho Projects is the best I've seen without being overly complicated. Zoho Projects keeps getting better! Recent new enhancements makes it even easier to navigate. There are new keyboard shortcuts that cut my time way down. The tools are very easy to use.
    Read full review
    Usability
    Square 9 Softworks
    The items I am searching for are easily found. They are found in at least 95% of the searches. The failure rate generally is related to another employees user error or a template error set up by our Square 9 team in house.
    Incentivized
    Read full review
    Zoho
    Zoho Projects is an easy project management tool to use. It provides all the functionality that we required for handling projects. We can easily create personal forms for projects and tasks, allowing us to add and report on our own desire. Apart from this we can create and edit documents in real time which saves our time. This allows us to share text docs, presentations, tables with the whole team and we can work on them together
    Incentivized
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    Reliability and Availability
    Square 9 Softworks
    Square-9 can get this product out to you in almost the same hour your order it. We got ours very fast.
    Read full review
    Zoho
    Has not been down to my knowledge.
    Read full review
    Performance
    Square 9 Softworks
    With the PDF projected viewer, the document retrieval-to-display can drag for a second more than some systems, and the capture workflow if you overload a server array can also drag, but those are the only two issues we've ever seen with this product, and they are not serious issues at all.
    Read full review
    Zoho
    Speed meets my expectations.
    Read full review
    Support Rating
    Square 9 Softworks
    We had one "production down" incident that took about a day to get help on. I think that's a bit too long. The support people seem confident but not that friendly. I feel like I'm bothering them when I get help, but they get the job done.
    Incentivized
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    Zoho
    Although it might lack intuitiveness, once you get a hang of how Zoho Projects works, you can do a LOT. The impact good project management has on profitability is huge, and it has helped not only improve communication and coordination when working on a project, but more importantly have adequate tracking of time, due dates and potential bottle necks
    Incentivized
    Read full review
    In-Person Training
    Square 9 Softworks
    It would have been higher, but the training is a bit muted for the lesser qualified office equipment vendors who signed up as partners to sell and support it. The more experienced ECM vendors and customer end-users will find the training very good, but a bit slow.
    Read full review
    Zoho
    No answers on this topic
    Implementation Rating
    Square 9 Softworks
    I think the implementation could have gone a little smoother than it did. Now that I know how to use the software, I could do it myself. I feel that as an organization, we could have been a little better prepared. If the consultant was more aware of what we were looking for, they could have assisted in setting up some workflows for us as per the contract. But because we were not prepared, the initial implementation process was a little painful. That said, adding a document management system to ANY business kinda means everyone has to re-think the way they do their work which can be difficult for some staff.
    Incentivized
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    Zoho
    No answers on this topic
    Alternatives Considered
    Square 9 Softworks
    We tried Etrieve before Square 9 and it never got off the ground. Our requirements were too complex and the platform could not accommodate them. Square 9 offered the flexibility and customization we needed from the start. Support worked with us to build workflows that actually fit our processes instead of forcing us into a rigid structure.
    Incentivized
    Read full review
    Zoho
    Zoho Projects provides a more limited set of functionality and customization options than other task/bug trackers on the market, but what it lacks in functionality it makes up for in ease of use. It probably has 80-90% of the features of its competitors but takes about a third of the time to get up and running and realizing value.
    Incentivized
    Read full review
    Scalability
    Square 9 Softworks
    The scale-ability is quite good actually, but you need competent sales/support folks providing it to you, so the scale is set right for the demands of your system use. Some resellers are not good at doing this, some are fantastic. If you are scaled correctly at first implementation, you'll be very happy with this system.
    Read full review
    Zoho
    No answers on this topic
    Return on Investment
    Square 9 Softworks
    • Reduction in human error through manual data entry process now being automated
    • Reduction in cost due to automation allowing the function to not require a full time employee
    • Reduction in time spent performing the previous manual tasks. Example: on our consolidated shipment days, it could take doc clerk 2-3 hours to prepare master document package. This has been reduced to 30 minutes or less (depending on size of shipment and time needed for OCR to complete)
    Incentivized
    Read full review
    Zoho
    • We needed a system to organize our growing business, so anything was better than what we had, which was nothing.
    • Recording time spend is a huge reason for using project software. It has made me aware of the tasks that are taking too long and where we are not being profitable as a company.
    • It has kept our team accountable for what needs to get completed and when projects are not in motion or completed timely. It's helpful to know in order to get billing out faster.
    Incentivized
    Read full review
    ScreenShots

    Square 9 Softworks Screenshots

    Screenshot of GlobalSearch Go, which organizes documents based on extracted data.Screenshot of InquireAI, which offers AI-driven data extraction of invoice and receipt fields to eliminate the need for manual data entry.Screenshot of a contract. Contracts are a complex document format that can require contextual understanding to collect accurate data points.Screenshot of the invoice review process, where users can be notified by email when a pending approval is available.Screenshot of a fully indexed document. These can be released for secure access within GlobalSearch or sent to other repositories, including QuickBooks, Dynamics 35 Business Central, Citrix ShareFile, or Google Drive.Screenshot of Documents are stored in a secure, searchable archive.

    Zoho Projects Screenshots

    Screenshot of Task Automation with Blueprint - Map out your entire workflow with no code as flowcharts. Automate your tasks and notifications and set approval criteria with blueprint.Screenshot of Intuitive Gantt Charts - Say what, say who, say when. And done. Zoho Projects' Gantt chart comes feature loaded with advanced operations such as Critical path and Baseline.Screenshot of Inbuilt Issue Tracker - You can log, organize, track, and fix any problems. Features such as status and workflow, can be customized to suit the exact needs of your project.Screenshot of Drag, Drop and Done - A view of your tasks as cards placed along columns. Helps you identify bottlenecks and reorganize quickly using drag and drop.Screenshot of A quick pulse of all your work - The Portfolio dashboard, is a compact overview of all the work that's been happening across projects with widgets that address the project level timeline, status, ownership, budget health, and clients.Screenshot of Looks that matter - A refreshing UI that supports multiple themes, including an eye-catching dark mode.