The search for the best CRM / Project Management software (Why we didn’t choose Projectplace)

Projectplace logo

I started the search for a good, flexible CRM, project and contact manager a while back. At the time I was working for a company that relied heavily on Exchange and Business Contact Manager and converting them to Google Apps at the time was not an option.

Back then we used a basic sharepoint based website where we entered information about inventory, projects and customers a solution that was less than ideal since it was bulky, fragile and not very mobile at all. I decided we needed a better solution that was more flexible and light weight. I went into the project with the same criteria that I always have; it needs to be easy to use, alot of export/import options, mobility, platform independent and active developers that respond to requests.

A first step was moving the projects out to Google Docs, a spreadsheet with information, easy to format, easy to share between users and it was mobile. However, in the long run I felt it was not a sustainable solution, I felt there was a huge need for a solution that was even easier, minimizing the risk of accidentally erasing stuff and presenting the information in a more organized way.

Due to the fact that the management at the time focused alot on big name references (references are good, but it’s not everything) I started using Projectplace. It worked alright apart from some issues. It was a bit pricey for a small/medium company, it was bulky, it had a useless iPhone application (no ability to add or edit projects) and they didn’t work or respond to feature requests in a satisfactory manner. Please note that I say was since this was about two years ago and I hope they’ve improved since.

Don’t get me wrong here, they responded to requests in their forums, but they always had some standardized marketing response to most of it; this is something you notice quite early on if you are as active as I am with a new application, I tend to stumble onto bugs and lacking features quite often. As you can probably imagine, my search continued…

Read the second post in this series called “Why we didn’t choose Manymoon”

Read the final post in the series called “Why we chose insightly”

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