Workamajig vs. Zoho One

I think this holds true to almost any CRM, but if you want to truly utilize it you sort of need to go all in. This can become tough with WMJ because it doesn't offer some critical options that many other CRMs do, like the ability to create and send emails, e-newsletters, to throttle and invite outside clients to look at projects, etc. As such we're pairing Workamajig with Hubspot (and slowly phasing out Mailchimp) and trying to keep the data clean and flowing between them all is pretty tough. I'm also not aware of any API bridge from Wordpress to Workamajig so while I can program and feed my leads from my site into the other spaces, Workamajig remains a manual entry for any insertions you want, even if simply as a CSV import.

But - if you're not worried about that and simply want to manage projects, budget time, and scope things, it's a robust system allowing you to do so.

Incentivized

Zoho One helps me to create and document each of my closures by creating deals. Zoho One helps me to generate reports, which helps me to track my contact. Zoho One helps me on creating tasks and reminds me to get it done on time. Zoho One keeps each steps and actions I took from lead to a deal.

Incentivized

• WMJ is a full-stack solution, so you can track the life of a project from beginning to end, and all of the financials associated with it.
• Time entry is easy.
• Project management is robust and yields a tremendous amount of information.
• WMJ has a "sheets"-based interface, which makes navigating thru modules easier.
• There is more than one way to complete any particular task.

Incentivized

• Customized dashboards
• Easy to see the kpis for different aspects of my business
• And offers a consolidation of CRM campaign and other applications without having to use other technologies from other companies so it's great to consulate consolidated
• The analytics is great what else
• Collaboration tools are excellent

Incentivized

• Auto-schedule population - The most inconvenient thing about using JIG was that the dates wouldn't auto-populate. Example: I move the review date but the rest of the dates stay the same. Depending on each project level, if one date is adjusted the rest should update as well. That way we aren't spending a lot of time moving dates around manually.
• Notifications - JIG should have desktop notifications so we can see when tasks are on us even when we aren't in JIG.

Incentivized

• In my opinion, SUPPORT IS AWFUL!!!
• If you want to get in touch with a support representative, your best bet is to call the sales number and demand to speak with an agent.
• Each of the tools operates in a silo, from a support perspective. Some applications, like books, have chat-based support and others require an e-mail.
• In my experience, expect any e-mail to the main support e-mail to go unanswered.
• The first year of support was great, but after we renewed for the second year, it has become terrible.

ZOHO is very easy to use. All you need to do is follow the steps and features aligned in it. ZOHO doesn't need complex coding or training; anyone can easily access and use it. You may feel a bit of difficulty initially, but show me an easy tool when you are using it for the first time.

Incentivized

Support is great as a customer, as a partner I get moved to that team more often and find issues in the support being provided. It also appears that the support agents do not take into account all the information provided and default back to the "step 1 of the playbook" instead of taking into account the business reason the support is being requested and understanding the steps already taken.

Incentivized

We've used QuickBooks and it didn't align well with our business, so there were a lot of insights I wanted from the numbers, but couldn't get. We use Basecamp, which is easy, but can get disorganized pretty quickly and takes discipline to stay structured.

Incentivized

The primary reason we switched from Daylite is when we started using Virtual Assistants and wanted a cloud based alternative which Daylite didn't provide. We left MYOB when I think it stopped supporting Apple computers. We left AccountEdge when it stopped supporting payroll tax tables for Apple computers. Thankfully, each time we left one software company we were led to Zoho and have remained ever since.

Incentivized

• The subscription expense and IT overhead has been substantial. That being said at the time of implementation, most other competing platforms were in line with their pricing.
• As more competitive alternatives have come to market we would have probably gone with an entirely cloud base alternative at a lower price.
• We ended up with ClickUp as our primary project management platform. If our finance/accounting software wasn't already so integrated with Workamjig we would probably switch to it entirely.

Incentivized

• Projects is a lifeline for the onboarding team, as it does the major heavy lifting in onboarding project management
• Data flow between apps is a must have for contextual information to pass on between teams
• In terms of ROI, it happens much quicker compared to having multiple apps to do the job, as Zoho One is a lot cheaper than having many tools.

Incentivized