Clarizen review
November 22, 2017

Clarizen review

Anonymous | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User

Overall Satisfaction with Clarizen

Clarizen is used through most of our business to push work orders through from salesforce and assign work to resources throughout the company. It helps to provide structure and organize when projects are going to complete.
  • It is easy to set dependencies for tasks throughout larger projects to know when a resource finishes a piece of the project when the next part will begin
  • It is easy to save off project templates to be used for common projects
  • Clarizen conversations and logging information is fairly easy to use through the site.
  • I still use reporting through salesforce. It seems to be a lot harder to use in clarizen the few times I have tried to use it.
  • It would be great if attachments on the salesforce Work orders automatically attached and pulled through to clarizen so we dont have to upload them twice.
  • When I was using clarizen for project management I used this everyday to help manage projects. It was an effective way to see how many hours were taken up for each resource and plan accordingly
Well suited for project management and creating rules to workflow that can be automated. It does seem to be difficult to report on items and get this information than from salesforce. It might be easier now than when I tried it in the past but due to that I mainly use Salesforce for it.

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