ProWorkflow Erfahrungen

Vorteile

Ability to organize projects any time from anywhere and delegate tasks effectively.

Nachteile

Xero integration could be improved. It's not possible to make any changes to an invoice after it is sent to Xero. It would also be great to be able to categorize line items into Xero's revenue accounts directly from PWF. Also, I find it takes too long to just add a quick task to a project while on the phone with a client — I always end up keeping notes in a text file because it's faster/easier, and then creating tasks in PWF later when I have more time.

Vorteile

Proworkflow requires minimal effort to stay on top of your business. I think the importance of this gets overlooked too often. Setting Quotes and invoices are minutes at most, and setting projects and adding tasks can be done on the fly with little investment of your time. You can see the impact on resources scheduling before you even finish setting up your planning your tasks. I don't have enough words how valuable of a tool this has been without scrambling our brains to operate.

Nachteile

If you need a more sophisticated system for proposals and invoices Proworkflow is not there. It will give you just enough flexibility to customize a quote and send your invoices to quickbooks/Xero directly from a quote or proposal. But if you need quote/proposal templates for multi page terms and conditions, and percentage invoicing or progress billing, be prepared to do these manually.

In Betracht gezogene Alternativen

Avaza, Kantata, ActiveCollab und Teamwork

Warum ProWorkflow gewählt wurde

Bqe had too many steps to start a project for our fast paced architectural busoness. We are a small firm, so we will not have a full time person dedicated to managing the system. We just needed to take changes that are thrown our way and get it into the project management system fast and capture all the time, and progress. Quotes should be able to get done in minutes to get a small project signed off on.

Gründe für den Wechsel zu ProWorkflow

Proworkflow had the least amount of on-boarding required while having the most features. Their support team was great at teaching us how to use it, at no cost.

Vorteile

We evaluated a lot of platforms and ultimately selected ProWorkFlow. We have been with the platform for over five years so it has worked solidly enough to continue on with it. It's functionality covers the basics and yet has some customization built into it. The best feature is the search function for finding archived projects.

The support team is excellent.

Nachteile

ProWorkFlow has been really slow to roll out new features. In many ways it feels like the platform was left behind by other more progressive platforms. The two biggest cons of the platform is that it is difficult for people to enter time sheets - ProWorkFlow has tried to provide lots of options for doing so but in the end it is overwhelming for employees to find a specific project and a specific task and then log their time. The second issue is that once you build schedules you can't export them in a client ready/friendly version with certain tasks hidden and all of it formatted nicely. We find ourselves rebuilding schedules in Excel for every project.

Vorteile

Simple but robust, does everything we need from time tracking, project/task management and assignment to invoicing

Nachteile

Might not have been the coolest looking option to start with but has gotten steadily better, but regardless, the functionality is the key and it doesn't disappoint

Vorteile

I've been a subscriber since 2011.
In the last years the number of new functions skyrocketed.
I love that we can add custom fields, it is really helpful.
I am also happy with the quote and invoice module, the Xero integration is crucial for us.
I can't imagine my company without PWF.

Nachteile

Possible improvements:
- direct email import to projects
- a bit more fancy Fixed Cost Items list editor
- thumbnails for the pictures

Vorteile

Task management, organization and the collaboration piece are what I like most. Also we were able to successfully integrate the tool with Salesforce

Nachteile

The UI good be improved to have a bit more professional feel.

In Betracht gezogene Alternativen

Wrike

Gründe für den Wechsel zu ProWorkflow

the ability to integrate with salesforce was more feasible with PWF

Vorteile

I love the ability to customize my clients schedules

Nachteile

I wish I had more automation options for emailing and followups so ensure nothing gets missed.

In Betracht gezogene Alternativen

HoneyBook

Gründe für den Wechsel zu ProWorkflow

ProWorkFlow is an excellent project management tool and extremely easy to use. I am able to customize the tools to best fit my needs. Customer service is also great and always willing to help with any questions!

Vorteile

Web-based, easy to use, customizable, customer portal, notifications

Nachteile

There's not a good mobile app to use in conjunction.

Vorteile

It gives you the ability to get pretty detailed on your tasks if you want to. It allows you to see all the projects next to their due date on one screen. Tasks can be arranged with specific headings so that tasks can be grouped in separate categories all within one project.

Nachteile

The mobile app felt useless to me (granted, the last time I tried was over a year ago). The app only allowed you to see tasks that you're specifically assigned to in a project. This doesn't help the manager of a department who needs to see the status of all projects.
The software as a whole is not intuitive. Once you've spent time playing around with PWF and creating many projects you have a better grasp of the core functionality, but I feel it takes too long to get to that point.

Vorteile

We've transitioned into using PWF as just information tracking to full customer profiles, work flow, time tracking, and complete information hub. Every time we've called and asked for slight changes to the software they've responded in remarkable timelines.
Recommend this for medium to large businesses with lots of information to keep tracked, accessible and organized.
Great way to communicate too.

Nachteile

There could be an app instead of just a mobile site, and with such allow messaging to operate outside of email as an app for staff and clients alike. Also, I think some of the API integration could be a little more robust for a smoother user experience for those users trying to use PWF to it's full capacity.

Vorteile

Proworkflow is wonderful!. When our business was expanding we needed software to manage our workflow, invoicing, project management and so much more and we needed to move out of the spreadsheet nightmare. We carried out a thorough search of products that integrated with Xero, our online accounts and then we did a live comparison and we could find no fault with PWF. We adopted and have used it ever since and we are completely organised as a result. We also are able to scale up or business effortlessly.

Nachteile

Honestly, I can't think of anything right now that I don't like about PWF

Vorteile

• Support. The PWF team is the gold standard of customer service!!
• Value
• Ease-of-use
• Using the platform has broadened awareness of what it really takes to complete a project (both from a time and budget perspective)
• Ability to estimate jobs prior to work commencing
• Project templates
• Organization-wide project visibility
• Project and task visibility increases accountability because resources and deadlines are clearly articulated.
• Scalable platform

Nachteile

• Unfortunately we cannot give all team members visibility to the reporting features due to client confidentiality reasons. It puts an extra burden on the admins to provide reports (which is totally manageable at this time) but ideally you could set reporting permissions on a client level.

Vorteile

Variety of ways of tracking time (from pre-planning the day or week to tracking as you work)
Mobile app as well as other online apps work well.
Project planning and allocating time for tasks are great to analyzing how much time to allow for projects and tasks.
Templates for tasks / workflows makes it easy to plan out projects.
Integration with Google maps is very handy when traveling to client's homes or project sites.
Integrates well with Xero, after company is manually added into Xero (see con below), for sending over invoices and keeping track of invoice payments.

Nachteile

I like knowing what features / improvements are in the works for software / online tools I use. With PWF there really isn't a way of knowing what's in the planning stage from the developers.
Xero integration would be better if we could import companies / contacts into Xero rather than having to add to Xero manually.
Events would work better if they would show on task lists. Currently the only place to see them is on the calendar view.

Vorteile

ProWorkFlow keeps me organized. It helps me to track the progress of a project and the time spent on that project.

Nachteile

I don't really have anything that I don't like. I feel like there is so much functionality that it can do that I don't utilize. I wish I knew more about how the product works. Maybe offer some more tutorials?

In Betracht gezogene Alternativen

FunctionFox

Gründe für den Wechsel zu ProWorkflow

I've used it before and the ease of use.

Vorteile

Super easy to use; great customer support; great training videos and on-boarding; robust features at a reasonable price

Nachteile

Specifically for marketing/advertising agency...a client proofing/review feature would be great, along with better asset management specific to a project/client. A more robust client portal would be great, too.

In Betracht gezogene Alternativen

Basecamp

Vorteile

The thing I like most about PWF is the ease of use. It's really easy to learn and I can train new employees on how to track projects and log their time in a matter of minutes. An additional feature that I like most about PWF is the billing. The ability to track and pull billable hours is second to none.

Nachteile

One feature that I least like is the Summary page. It's the first thing you see when you first open the website and can be intimidating if you see that you have 24 tasks overdue.

Vorteile

- Comprehensive, adaptable all-in-one PMS.
- Easy and quick to use.
- Great Support.

Nachteile

- Lack of integration between project / project request data and quote/invoice data.
- Unable to have multiple companies for the one contact.

Vorteile

This program is the easiest system and most comprehensive we have utilised to manage ministry of health funding requests with Enable NZ, being able to attach and follow the flow of reports and information is great.

Nachteile

I am a user of this software, it is frustrating that when EMS advisors at Enable NZ are finished with a client it removes the client from the system for me. I would be working with a client and checking updates and using the information to help manage the patients equipment or housing alterations, and then it would disappear.

Vorteile

Setting up a project template for repeated action items and milestones helps save time on each new project's set up.

Nachteile

It would be nice if the Gantt Chart could print into a readable PDF showing the timeline properly.

In Betracht gezogene Alternativen

monday.com

Warum ProWorkflow gewählt wurde

There wasn't enough detail.

Zuvor genutzte Software

Pipedrive

Vorteile

This software has helped us a lot as we came from excel spreadsheets.
The reports capability is fantastic. The timesheet is easy to use. The customer support is also great.

Nachteile

The templates for invoicing is quite basic and can look a little unprofessional.
Not having filters in reports that calculate the number of hours per staff member.

Not enough report templates. It would be good if there were more ready-made templates.
The syncing process with myob works but isn't the easiest.

Vorteile

Love the different views for tasks and the transparency on fields you see daily

Nachteile

The ability to select billable/nonbillable on a project level and not task level so we can default to one or the other. It is always the one thing PMs forget to update.

Vorteile

The software helps you compartmentalize if you were in experience you can search the software and it will help you launch your business. It has many features that will get you organized.

Nachteile

Time difference for customer support. Sometimes it was difficult to get a response when we needed it.

Vorteile

- Easy to use interface
- Fast learning
- Able to manage pretty mutch every aspect of your company
- Everything is editable
- Custom Task
- Custom project templates
- User management
- Contact management
- Easy editing and modifications for project
- Organising timeline and workflow with team
- Admin panel is great for access to everything
- Great support!

Nachteile

- Ugly looking interface ( They are working on making it look better )
- Apps ( not all of them are currently working )
- No IOS or Android App ( still have a section for toutch screen edition )
- Can't create a customer without having a company.
- Have a better notification system.

Vorteile

It's got all the functionality we need! Min Lee is great, answers all our questions and fast. For anyone that wants to manage multiple projects, ProWorkflow is definitely a multi-functional tool. We love how transparent it is and has a great reporting functionality.
I'm currently training a new staff on it and it's so easy to learn It's fantastic, we love it, our clients love it and we couldn't be happier. We are ProWorkflow's biggest fan!

Nachteile

Not all the reporting capabilities for part of our industry. So we needed something to be made! This isn't even a criticism but adapted very well!

Vorteile

ProWorkFlow allows our diverse video production projects to retain a calm organised structure and enable our small team to deliver complex productions on time and on budget. Starting with the quotation module it allows us to develop a production from initial contact through to delivered films.

Nachteile

The software can't read minds - it can only keep record on the information we give it. The more we give it the more it gives back.