TrustRadius: an HG Insights company

SoftExpert Suite

Score8 out of 10

1 Reviews and Ratings

Top Performing Features

+20%

Document Management

Document management provides for centralized management of all project documents.

Cat avg: 7.5

+22%

Email integration

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

Cat avg: 7.4

+1%

Workflow Automation

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

Cat avg: 7.9

-21%

Task Management

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

Cat avg: 8.9

Worst Performing Features

-30%

Team Collaboration

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

Cat avg: 8.6

-20%

Project & financial reporting

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

Cat avg: 7.5

-13%

Integration with accounting software

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

Cat avg: 6.9

SoftExpert Suite Features from Reviews

Project Management

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

7.5-4%
  • Task Management

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

    Category average: 8.9

  • Resource Management

    Resource management is workload planning to maximize resources.

    Category average: 7.9

  • Gantt Charts

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

    Category average: 7.7

  • Scheduling

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

    Category average: 8.1

  • Workflow Automation

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

    Category average: 7.9

  • Team Collaboration

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

    Category average: 8.6

  • Document Management

    Document management provides for centralized management of all project documents.

    Category average: 7.5

  • Email integration

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

    Category average: 7.4

Professional Services Automation

Features that support professional services organizations

6-17%
  • Project & financial reporting

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

    Category average: 7.5

  • Integration with accounting software

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

    Category average: 6.9

SoftExpert Suite Features from the Vendor

Project Management

Vendor-reviewed
  • 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.

  • 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.

Professional Services Automation

Vendor-reviewed
  • 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