Teamleader vs. Workamajig

It is great for making proposals, sending invoices and for keeping time. It is also a great CRM tool. I love the business card scanner in the app.

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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.

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• Comply clients data
• Invoices
• Track and measure time for projects

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• 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

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• Synching contacts between iPhone and Teamleader could be easier.
• Integration with Aweber would be great.

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• 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.

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Besides having some tools to improve, it's a simple yet useful tool to organize data in order to improve patients quality and internal development.

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Very effective team. If ANYTHING occurs their assistance is pretty much immediate. They take longer by email but it works everytime.

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Act-On I used for a client. It is more a marketing automation tool than a CRM solution and it is also more suited for bigger organizations.

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Workamajig was selected over a decade ago when there were very few project management platforms that has integrations with other platforms, support for Agile, KanBan, etc etc. Most of the other offerings did not offer the type of security available with us hosting an on premises server behind a VPN although now there are plenty of cloud based solutions that have security compliance greater than what we can provide (fedRamp, etc.)

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• Positive: invoices are easy to pay thanks to the direct link, invoices are mostly paid timely
• Positive: it is easy to monitor deals and proposals. When followed up timely, more opportunities become deals.

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• The agency switched to an hourly allocation so our clients were subject to a certain amount of hours each quarter. JIG helped us keep track of who was going over hours or who had some to spare. Once the clients went over we would use JIG to help charge the additional fees for going over. It helped keep clients accountable.
• It was used to keep track of time sheets and through those time sheets, the directors were able to make a case for more employees on certain accounts. The corporate team hired 3 additional people that were truly needed and our time sheets helped reflect that.

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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