A CRM for agencies used to manage contacts, leads and quotes for advertising agencies and other project service providers of any size. With its included project management software for agencies, team activities are coordinated and tasks tracked to completion. Teams can centrally manage projects, tasks and resources and facilitate communication and collaboration between team members.
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Upland PSA
Score 5.8 out of 10
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Upland PSA helps professional services teams grow their business.
Tenrox has been the only solution we can find that can make a simple timesheet that basically turns the old Excel timesheet into an online cloud based glorified Excel sheet. No drop downs for employees to pick through and little room for error. The reporting could be great but not in the way we have customized it. The reports are useless most of the time and writing a report is very difficult. If you want a nonprofit adapted timesheet for multiple funders and contracts without any frills or reporting then this is it!
You can create a report combining virtually any field that the application tracks, so in this way it's a very flexible tool. There are also very flexible workflows and security settings within the app so that you can really make it fit your organizational structure, whatever that may be.
You can download the report into Excel and work with the data in Pivot tables to get even more customized reports.
Their customer service is horrible, every email I send they insist on following up with a scheduled phone conference to tell me they can't help me. I have wasted hours on conference calls over the years.
They upgrade their products but none of their upgrades will work with their current customer's system or "customizations". We are stuck with a 5 year old product that will only work with Internet Explorer on a PC and only when the browser is in compatibility mode. Even this functionality is touch and go.
They have continuously failed to make time off accruals for a semi-monthly payroll a possibility.
Anytime you ask them to upgrade you to their latest product they first tell you that will be another $3,000 and then they find out their upgrade isn't compatible with your settings.
I am not in charge of renewing the Tenrox contract. However, if it was up to me, I would renew in a heartbeat. Tenrox is an asset to our organization and it keeps us focused. I am not aware of other products similar to Tenrox that provide the depth that they do.
I feel like if the user interface could combine time and expense for users to be entered on one screen rather than two completely separate locations it would greatly improve usability. If the expense entry process could be improved completely, it would greatly improve the usability as well. Everything else within Tenrox, makes everything very user friendly.
The support team is always very helpful and strives to ensure they have met your needs and corrected your issues in a timely manner. If they need more information or cannot recreate the issue themselves, then they will follow-up to gather the necessary data themselves. They are constantly striving to meet the needs of all users and understand so many different industries and types of environments out there, it is very impressive.
The main thing with implementation is to make sure you have taken full advantage of the "sandbox testing" site that Tenrox provides to you during development. Try out every scenario you can think of, have other people enter information if needed, so that you can make sure you have not missed any big items. If you have the opportunity, roll out implementation to small groups of users. Depending on how your company is set up, I would choose groups that are not all in the same department so that you can address questions across all areas before adding in more users in the next wave of implementation.
Tenrox as a system is one of my favorites, if not my favorite. I really like the system-structure and its capabilities. Previously, the only negative mark I gave Tenrox was customer service and as stated that has shown great improvement in the past months. Conversely, our other primary system (Advantage) has always provided us with excellent customer service as one of their strongest points, which made it even more frustrating to have those issues with Tenrox support. I did not select Tenrox myself, but if I were shopping around now, I would be very very likely to decide on Tenrox. I would recommend it, so long as the system fits the needs of your business and staff
Tenrox has caused headaches across offices and the frustrations with reporting is huge. It's been great to have a starting point to track hours and try to see what is billable and non-billable, but after this was implemented across our company where are seeing the negative ROI as its been so difficult to pull these reports accurately across teams, individuals, and clients!