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 Workzone eliminates confusion and ensures that the team uses the latest version of files by organizing these files and adding version numbers as files are being revised. The team can share these files with other team members or with clients and even set file permissions to ensure individuals get access to those files that are only appropriate to them and avoid confidential information getting into the wrong hands. The system notifies the users of the progress of their tasks, comments or calendar events through alerts.
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 WorkZone is good at basic project management like scheduling and time management. The software can be set to send you a daily email with the list of the tasks that you need to get done for that day. Workzone allows the admin for the account to pick and choose which clients/projects can be seen by each person with an account, which allows each user to focus on the projects that they are involved in without being distracted by other things. 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 One of the reasons we left WorkZone was due to how videos/roughs were presented. While WorkZone does allow for a customizable and professional, clean looking interface; it did not offer everything we needed when it came to cross platform integration. WorkZone was also a little more pricy compared to a few competitors. WorkZone is worth the price and we loved using it, but a competitor offered an added feature that WorkZone does not offer that tipped the scales. There is no 'library'. As an AD Agency, we have worked on a lot of different spots for a lot of different clients. WorkZone did not offer a comprehensive library for us to upload content and use for presentations purposes. If WorkZone does add this feature later on down the road, it would be a great improvement and we would give serious thought about switching back. Read full review Likelihood to Renew Because of time constraints, our team hasn't been able to fully implement and change our existing processes. If we can get our templates set up and maybe some better export options figured out, I think it'll be a no-brainer to renew, but until then it maybe be difficult to financially justify something we're only partially using.
Read full review Usability WorkZone was very easy to learn, especially for the members of our team who were not as technology-savvy. WorkZone offered unlimited training as well, making it easy to transition new team members to the program, as we were a startup organization consistently adding new team members.
Read full review Reliability and Availability Throughout the use of the WorkZone software, we never had a issue with it being unavailable. This is important, considering we wanted to access our projects and see our progress at any moment. WorkZone was always available and made constant supervision of tasks and goals easy; no excuses for not checking in on the status of a project.
Read full review Performance I have zero complaints about the performance of WorkZone; for our organization's needs, it was a perfect tool for keeping track of various responsibilities and tasks. We never experienced a lag or down-time when using the software, and the simple interface made things exactly that from our end...simple. WorkZone is a fantastic tool for work management that never fails to perform, in my experience.
Read full review Support Rating Extremely responsive, helpful, and friendly support (unlike many other SAAS teams out there).
Read full review The team at WorkZone is incredibly helpful and very willing to lend support when they can. Our team was constantly growing, and our new team members needed training every time someone cam on board. The WorkZone support staff was more than willing to ensure our new team members were completely comfortable using the software and set up for success.
Read full review Online Training The WorkZone trainers are wonderful! They offered us unlimited over-the-phone and online support, and the trainings were always informative. The WorkZone support team was willing to answer multiple questions and review sections of the training if need be. They were always accommodating, and trainings were scheduled very quickly for when our team needed them!
Read full review Implementation Rating Implementation of WorkZone was very easy. We simply log into a portal online and begin to set up our projects. Access codes were sent very quickly to our team, so there was practically no delay once we signed the contract for our subscription. Training was scheduled quickly and was very helpful, especially as new team members joined our organization.
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 I selected WorkZone based on several criteria: 1. It is web based 2. It has more robust reporting capabilities 3. the price was right 4. It was easy to use and easy to train people 5. Timelines are easy to update.
Read full review Scalability We are a small organization, so the need to expand our use of WorkZone was limited. I only rate it below a 10 simply because I do not have much experience with the scaleability of the product. From the previews and training sessions, it does seem that the software can easily be adjusted to accommodate a growing workload; something we may use in future, just not at this point in our organization's development.
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 It has positively affected our workflow - keeping projects moving without requiring constant back and forth of emails and other communications. It has helped our team to avoid missing crucial steps in project and client management. We are definitely more efficient when WorkZone is being used and updated properly! Kirsten Lowery Senior Client Engagement Manager / Social Media Marketing
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