Likelihood to Recommend Based on my experience, I can provide specific scenarios where Stackby is well suited and others where it may be less appropriate: Project Management: Stackby is an excellent choice for project management scenarios. Its ability to create custom databases, track tasks, assign responsibilities, and collaborate in real-time makes it highly effective for managing and monitoring project progress. CRM and Sales: Stackby is well suited for managing customer relationships and sales processes. Its customizable database structure allows for organizing customer information, tracking leads, managing deals, and generating reports. The ability to integrate with other tools further enhances its usefulness in CRM and sales workflows. Content Planning: Stackby is a great fit for content planning scenarios. Users can create databases to manage editorial calendars, track content ideas, assign tasks to team members, and monitor content performance. Collaboration features facilitate seamless content collaboration and ensure timely publishing.
Read full review 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.
Dacia Coffey CEO | B2B Marketing Strategist | Founder | Fractional CMO
Read full review Pros Ability to collaborate with team members on the same spreadsheet Ability to integrate multiple tools for centralized utilization (i.e. Facebook, Google Analytics, project management, etc.) Ability to send SMS and messages using integration with Twillio and Whatsapp All spreadsheets/databases securely saved in the cloud instead of on local hard drive(s) Read full review 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 Read full review Cons Implement the same views available on desktop into the mobile app Internal automations (like Airtable) Ability to implement and display info as a dashboard (like Airtable) Polish up the formatting of formulas, inputting them causes user frustration due to the formula input cursor jumping around Better intelligence and ease of inputting data in bulk i.e have the fields automatically identify what data is being input and format appropriately (like Airtable does) Read full review 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. Read full review Support Rating Extremely responsive, helpful, and friendly support (unlike many other SAAS teams out there).
Read full review Alternatives Considered I have also tried Ora.Pm.
Infinity has better graphical interface, but nowhere near as many features and the UI isn't as effective (i.e, moving around with keys).
Grist has a much more technical interface and it comes from being more of a database/interactive spreadsheet vs Stackby.
Grist has much more functionality in terms of formulas, but is much harder to learn to use and less other functionalities. Ora.PM is more of a test at a task management app, and doesn't compare - Stackby is much better.
Read full review 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.
Read full review Return on Investment Positive impact on organising my marketing so I contact advertisers in an appropriate time frame and don't lose hours figuring out what's happening. Positive impact on organising challenges so that people feel more connected and supported, leading to future sales. Positive impact on understanding data so that I can use it more effectively. Read full review 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. Read full review ScreenShots