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AE College: Spring

Agency Software Woes

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13 posts
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Heather Mangold
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So frustrated by our project management software, which shall remain nameless. They are rolling out new subscription models to "make room for new features" yet can't seem to fix the most basic of issues out there. Things that are considered part of doing business for SaaS these days.

Mobile friendly design so you can actually use the CRM functionality in the field when you need a phone number.

Custom fields so you can make some meaningful workarounds where needed.

Reoccurring tasks and expenses so we don't have to calendar these independently and fear that they slip through the cracks.

Not too much to ask in my opinion.

What's everyone using, how do they like it? And is it truly a company that continues to grow and improve their product not just roll out a "new feature" that is simply a new view of old functionality? Because I've already got that!

-Heather

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Vince
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Hi Heather. I have been working these very matters for 30 years. Let me know if you'd like me to give you a free call. Sincerely, Vince Dong

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Beth James
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We've been using Monday for the last 9 months (after switching from Teamwork). It's extremely customizable and is working great for us so far. The mobile app works well too. Hope that helps!

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Lyn
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We have the same frustrations... not sure if you're using what we are using... but I'm HIGHLY frustrated with our PM software,

Following this stream to see what others are using.

~Lyn

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EmmaSwift
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We customized our own project management system in Podio and while it was a little bit of lift to get started because we created the environment, we're SUPER thrilled with how it's working for our company. We were able to customize everything based on our how our process works instead of having to change our process to accommodate PM software. And there are no "new feature" rollouts because the system is just for us. They were also really helpful in getting us started and walking our staff through how we could set things up.

https://podio.com/site/use-cases/project-management

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Steve Gray
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Following this thread with interest as well.

Up to this point, we have used a combination of 3-4 different products bundled together; but that Frankenstein approach is no longer going to work for us.  Have been researching and am strongly considering Workamajig.  Would be interested in hearing about any positive or negative experiences with them

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Vince
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Hi Steve. I am ALL about reverse engineering when choosing a program. Better to have the software work for you instead of the opposite. Happy to have you call me and bounce your needs off of me as I work withe the four principal programs in the industry. Sincerely, Vince Dong

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FMG
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Following this thread. Curious to know for how many of you; " it's important that the PM side syncs with the accounting side"?

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Sharon Hayes
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We're in the same boat of needing a new system. I'd really love to have something that allowed solid SOP integration AND analytics. We're doing way too much work manually now (or ignoring it) because it's not automated.

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David Allred
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These systems really are only as good as what you put into them. However, we have found success with Trello because it's very easy (and cost effective) for all participants to actively participate.

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Adam Fox
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I have three suggestions, all radically different:

1. Workfront (formerly AtTask). It's what we use, and good. Cost is about 15K+ though due to minimum set numbers.

2. Goggle sheets. This is actually more doable than you'd think. Check out what Webris has done. They might be an SEO-focused company, but their PM system with interlinking google sheets is good. You can pay $500 for theirs plus training, or check out this link that gives you a great sheet for free at the end https://codingisforlosers.com/project-management-google-sheets/

3. Basecamp. It's pretty simple, but affordable and good for client communication.

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Heather Mangold
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Seems like I struck a nerve! ;) To the accounting question, I think it depends on what you mean by "syncs" because currently, the software I am using has an integration, but it is meaningless.

The number one thing that would help on the accounting integration is billing. I don't know that it's as important to run your true financials in a PM software, but to get the revenue/billings into it is critical. Right now that is manual/dual entry, generating timesheet reports/invoices out of the PM software and rekeying in Quickbooks.

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Vince
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Hi Heather. Four answers; The Jig. Advantage, eSP and C&P. You will never get a 100% solution. Look for 90%-95% and you'll be good. Happy to help advise you as I am also a CPA.

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