Name: Looply
Author: Looply

Customer Success Management Training

Customer Training

Help Desk

Web and Video Conferencing

Customer Support

Accessibility Testing

Continuous Integration

Feature Management

Development

Virtual Classroom

Education

Business Intelligence (BI)

Collaboration

Enterprise

Accounting

SaaS Spend Management

Treasury Management

Finance and Accounting

Applicant Tracking

Corporate Learning Management

Employee Onboarding

HR Management

Payroll

Talent Intelligence

Talent Management

Workforce Analytics

Workforce Management

Human Resources

AIOps

API Management

Cloud Storage

Configuration Management

Custom Software Development Services

Cybersecurity Consulting

Database-as-a-Service (DBaaS)

Fraud Detection

Game Engine

Integration Platform as a Service (iPaaS)

LAN Switches

Managed Detection and Response (MDR)

Managed Public Cloud Infrastructure

Mobile Data Security

Network Behavior Analysis

Network Performance Monitoring

Sensitive Data Discovery

Service Desk Outsourcing

Software Composition Analysis (SCA)

Vendor Risk Management

Information Technology

A/B Testing

Ad Serving & Retargeting

All-in-One Marketing

Content Management

Ecommerce Personalization

Email Marketing

Market Research

Marketing Automation

Marketing Resource Management

Social Media Management

Survey & Forms Building

Web Analytics

Marketing

Project Management

Professional Services

Customer Onboarding

Customer Relationship Management (CRM)

Point of Sale

Sales Enablement

Sales Incentive Compensation Management

Sales Performance Management

eCommerce Analytics

Sales

Cloud Infrastructure Entitlement Management

Cloud Security Posture Management

Secure Service Edge (SSE)

Security

Banking

Church Management

Financial Services CRM

Geographic Information

Internet of Medical Things

Medical Office EMR & EHR

Mental Health

Online Voting

Revenue Cycle Management (RCM)

Vertical-Specific

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Looply is an online project management tool designed to streamline project workflows and enhance collaboration for businesses. According to the vendor, Looply is suitable for businesses of all sizes, from small startups to large enterprises. It caters to a wide range of professions and industries, including marketing and advertising agencies, creative agencies, IT and software development companies, consulting firms, and project management professionals.

## Key Features

**Automated Task Scheduling**: According to the vendor, Looply automates task scheduling by assigning standardized tasks to the appropriate team members based on predefined project workflows. This feature aims to save time and reduce the risk of human error.

**Seamless Documentation**: Looply provides a comprehensive project timeline that stores documents, comments, and approvals in one place, as claimed by the vendor. This feature aims to facilitate progress tracking, referencing previous discussions and decisions, and maintaining a centralized record of project-related information.

**Reduction in Email Communication**: The vendor states that Looply serves as a central hub for communication, eliminating the need for excessive email exchanges. It allows for easy sharing of information, ideas, milestones, and tasks with clients and partners, reducing the time spent on managing email communication.

**Simplified Project Execution**: Looply offers a standardized framework for project execution, according to the vendor. This feature aims to help businesses manage multiple projects efficiently, resulting in faster project completion, lower overhead costs, and improved project delivery quality.

**360° Project Overview**: Looply provides a single dashboard where users can access a comprehensive view of all ongoing and upcoming projects, the vendor claims. The pipeline view allows for a quick assessment of each project's current status, enabling users to prioritize tasks effectively.

**Automatic To-Do Lists**: Looply generates to-do lists based on predefined project workflows, as stated by the vendor. This feature aims to ensure that no upcoming tasks are overlooked, allowing users to manage and prioritize their tasks more efficiently.

**Workflow Automations**: According to the vendor, Looply enables users to automate standard activities, such as sending pre-written emails or SMS messages directly from the platform. This automation feature is intended to save time and increase overall efficiency.

**Time Tracking**: Looply allows users to track their time spent on each project with just one click, according to the vendor. This feature aims to help users stay on top of their time management by monitoring their daily recorded hours.

**CRM Add-On**: Looply offers an optional CRM add-on that can be integrated with any pricing plan, as claimed by the vendor. This add-on provides a centralized contact database, email tracking, lead management, and the ability to store contact information directly in Looply.

**Integration and Connectors**: Looply seamlessly integrates with other systems and apps through Zapier, according to the vendor. This integration feature allows users to connect their CRM, calendar, and over 3000 other apps, ensuring smooth integration with existing workflows and processes.

Priority Matrix is a prioritization, collaborative, task management software used by more than 2500 businesses worldwide and 85,000 paid customers. Priority Matrix is used by customers who need visibility and alignment in team priorities. Priority Matrix uses the 4-quadrants to help customers prioritize by critical and urgency.

Basic

Bolste

Looply

Buying Project Management software is confusing. Want help? Get tips and product info free in this guide.

The Buyer's Guide to Project Management Software

Project management software is designed to help people involved in the project management process to initiate, plan, execute, monitor and close projects of any size and type.

Project management software provides capabilities to streamline management of complex projects through task management, team collaboration and workflow automation

Task Management

This includes the ability to plan, track, collaborate and report on tasks.

Resource Management

Resource management is workload planning to maximize resources.

Gantt Charts

Gantt charts are charts that show tasks or events along the y-axis displayed against time along the x-axis.

Scheduling

Scheduling capabilities allow users to set schedules on tasks, and create timelines and milestones.

Workflow Automation

Workflow automation is the ability to route work requests along an approval process automatically.

Team Collaboration

Team collaboration capabilities let team members work directly with each other and provide team updates.

Support for Agile Methodology

Agile is a time boxed, iterative approach to development that builds software incrementally instead of trying to deliver it all at once near the end.

Support for Waterfall Methodology

Waterfall methodology is a tradition development method that is linear and sequential.

Document Management

Document management provides for centralized management of all project documents.

Email integration

Email integration allows work requests to be made directly from email.

Mobile Access

Mobile access is the ability to access the software from a smartphone or tablet.

Timesheet Tracking

Timesheet tracking is the ability to track all billable and non-billable hours for each project.

Change request and Case Management

Change request and change management enables tracking of all customer requests including priority and timeframe.

Budget and Expense Management

Budget and expense management provides the capability to track all expenses by employee or department and link them back to department. It also enables hourly rates to be set.

Professional Services Automation

Features that support professional services organizations

Quotes/estimates

Ability to create, manage and send project fee proposals to customers

Invoicing

Ability to create, manage and send invoices to clients during or after completion of a project

Project & financial reporting

Ability to analyze project and financial data based on custom criteria to gather insights and improve business performance

Integration with accounting software

Real-time, two-way sync with accounting or financial software to facilitate project and financial reporting

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