Why I need Shortlist and also why it drives me crazy
Anonymous | TrustRadius Reviewer
February 27, 2020

Why I need Shortlist and also why it drives me crazy

Score 7 out of 10
Vetted Review
Verified User
Review Source

Overall Satisfaction with Shortlist

Shortlist is used by our vendor services and client success teams to manage our internal vendors/employees. We use it to distribute project information, to collect bids on projects, and to pay our vendors/freelance employees. For our vendors/freelance employees, Shortlist is the only platform they use to interact with us. We have the platform branded so it looks like our own platform and we call it The Collective.
  • Shortlist allows us to pay our freelancers without having to personally manage the back end paperwork of payroll
  • Shortlist handles all the year end tax paperwork creation and distribution
  • Shortlist's chat box is not great. They are super slow to respond and when they do respond (if they ever respond...) they are over-the-top friendly and never seem to have helpful answers. It's become so bad our employees don't want to even try to ask the chat for help fixing something because they know it won't lead to any solutions.
  • Shortlist's payments are not great. Payments only process on Fridays no matter when you create and approve the payment.
  • Shortlist allows us to pay people and provide tax information which is a positive.
  • Shortlist doesn't integrate with many other platforms which causes us huge delays in employee work time which is a negative.
We've never used another platform that does exactly what Shortlist does in terms of "sort of" project management as well as employee management. There are plenty of better project management software out there but the ability to combine the payment/bidding/employee onboarding piece with the project management part is just what we need for this part of our process.
30-40% of the time there is no response when you contact the chat/help feature.
30-40% of the time if they do respond, it is to say they can't do anything about the issue.
Maybe 20% of the time the chat is actually helpful, but that seems like a high estimate when I think about my experience asking for support.

Do you think Shortlist delivers good value for the price?

Not sure

Are you happy with Shortlist's feature set?

No

Did Shortlist live up to sales and marketing promises?

I wasn't involved with the selection/purchase process

Did implementation of Shortlist go as expected?

Yes

Would you buy Shortlist again?

Yes

I think Shortlist is well suited for a simple company that doesn't need to pull much data from their employees (the BI tool is only available for the high-spend accounts although it seems absolutely ridiculous that any company paying for any platform would be unable to pull data on their own people in the system). Shortlist is great for what it does, it just seems to be limited. I think the groups feature is quite cumbersome and often it seems that the "upgrades" made are not actually an upgrade, but a hindrance. For example, the IM style sending of messages within a project, but not within other areas to send messages. It just leads to typing issues and is in a place that would never be IM style.