Best value PM tool for marketing teams
March 12, 2021

Best value PM tool for marketing teams

Zoey Copeland Morck | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User

Overall Satisfaction with

  • The marketing budget was an absolute nightmare of dozens of Excel spreadsheets and a cumbersome e-mail approval process for invoices and receipts. With, we were able to build a living document with a semiautomated approval process. Questions about invoices can easily be contextualized with the item in question, and we can easily visualize projections vs. actuals.
  • The demand generation team has increased productivity and missed deadlines are much more infrequent. When deadlines are missed, it's generally because of someone outside of our infrastructure.
  • Adoption is way up. 21 out of 23 users have taken an action in in the last month. Our legacy solution would have less than half of that.
Our marketing team uses to manage our day-to-day work and budget tracking. We adopted it because our legacy platform wasn't user-friendly and adoption was very bad with senior leadership. has a much friendlier UI, and because I'm able to automate some workflows and notifications, senior leadership has been much better about adoption.
  • Very friendly UX - easy to read and find things.
  • Comprehensive integrations - approval workflows have been streamlines.
  • Excellent organizational structure - not too many levels for context to get lost.
  • Visibility - We struggle with a workflow that requires PMs to provide the details needed by the operations team AND still be easy to use and task out items. We can do one or the other, but both is a challenge.
  • Infoboxes should probably be retired - we were instructed not to use them in onboarding.
  • More integrations on the Subitem level would be really helpful.
  • Custom color coding, not just conditional formatting. have a very friendly and intuitive UX. Columns are well-described and easy to add to a board. A creative person with a general idea of how works can create a very powerful workflow in just a few minutes. Another added benefit is that boards are easy to edit and adjust without breaking the entire flow of the board.
Customer service is incredible. I always get a response within an hour or two, usually less, and whenever support has been unable to help me, it's been because of a limitation in, not the support team. Several of those limitations have been solved in the last year, so I know customer support is logging customer needs for the dev team. They've even helped me with silly things, like setting up a trivia game for my daily stand-up dashboard.
I've only encountered an outage with one time. The mobile app leaves a little to be desired - some things are just a little buggy and it's much less intuitive than the browser version, but no one on our team is reliant upon it. In general, everything works exactly as expected and is easy to figure out.

Do you think delivers good value for the price?


Are you happy with's feature set?


Did live up to sales and marketing promises?


Did implementation of go as expected?


Would you buy again?

Yes is an extremely cost-effective, easy to adopt project management tool. It can serve a small team very well, without breaking the budget or requiring a dedicated PM or traffic manager, but can also easily be scaled up and out to accommodate any size organization - your only limitation is your creativity in how you set up your boards. Feature Ratings

Task Management
Resource Management
Gantt Charts
Workflow Automation
Team Collaboration
Support for Agile Methodology
Document Management
Email integration
Mobile Access
Timesheet Tracking
Change request and Case Management
Budget and Expense Management
Not Rated
Project & financial reporting
Not Rated
Integration with accounting software
Not Rated

Evaluating and Competitors

Yes - We replaced Wrike. I like a lot of Wrike's functionality, but it was very poorly adopted by senior management because it's not intuitive to use. We also had a truly terrible experience with our account manager when we tried to upgrade our instance and I don't think I ever talked to a member of support directly. Wrike also never loaded unless internet service was very fast, which was problematic for team members who travel a lot.
  • Price
  • Product Usability
The price was a huge deciding factor, but it was also the best sales experience out of three vendors, including our legacy PM tool. We were confident that could easily be onboarded and that adoption would be high.
We would set clearer expectations around onboarding. Our team has a lot of moving pieces and runs very lean, and we were really hoping for (and would happily have paid for) more hand-holding in building our our main workflow. I still think we're probably underutilizing some features, but they would rely on deeper adoption by all users and we're focused on broad adoption.