PerfectForms vs Traction Tools

Side-by-side comparison of features, reviews, pricing and more

PerfectForms

Category: Task Management Tool
Industries: Marketing, Education, Business

Pricing

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Traction Tools

Category: Task Management Tool
Industries: Marketing, Educaiton, Social Media

Pricing

Base ($149/mo)

20M+ Downloads
5/5

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PerfectForms reviews

My company had a lot of little workflows that couldn't be adequately captured in our core systems, so we had a lot workflows powered by passing an excel spreadsheet around, etc. PF is a solution that allows me to build a form and a workflow in just a few minutes to automate those processes. We use it for everything from reporting Safety incidents, to managing reservations for company properties, to approving IT new user access requests (access to our IT systems, which have to get approved by a LOT of people). It is used to manage some employee benefits that didn't fit our HR system. It manages customer complaints and resolutions. It manages an employee recognition system. In short, it fills a ton of gaps between our core systems, and allows us to do it in-house and quickly.

- Scott G. IT Manager

It's great. I am able to create the forms my school district needs, and PerfectForms support is always there when I need a little help.

- Lauren H. Webmaster

Wished there was a better way of getting help on building a form or have a listing of various templates to use.

- April M. Security Specialist

Traction Tools reviews

It's been a true game-changer in our business. We started using EOS to run our business a little over a year ago. Until bringing on Traction Tools, is was difficult to track and implement the processes on our own. Traction Tools has really now become a platform that consistently keeps everyone in the business on track, focused on where we are going, and driving accountability across every position in the company.

- Abigail K. Owner

Extremely easy to use, very reliable up-time, and the best customer service I have ever experienced.

- Tyler D. CEO / Visionary

BY the same token, sometimes the very structure that I just praised becomes cumbersome. It can be difficult to figure out what comes next. It's not always clear how to take it to the next topic. And when it comes to building Rocks or adding things to the Traction-site, it wasn't intuitive as to how to do it.

- Lisa C. Financial Systems Manager

Pros & cons

PerfectForms

Pros
I love the different levels of routing that PerfectForms can complete
Teachers are able to submit the form, then the form will route automatically to the various approval levels
This is very convenient for all approval levels and the Transportation Department
Forms maintain a highly detailed audit trail of each change that occurs as they make their rounds which is very useful in terms of security
But mostly what I like and why I went with perfectforms was for the ease of setting up and creating my database solution
Both the forms and reports are easy to assemble and use."

Cons
What more could you ask for
And no they didn't pay me to write this!)
Another limitation I came across with importing videos to be embed was limited to be under 10 minutes, however there are work around for this
We also inspect every Fire department in the state of Mississippi and collect fire hydrant information around the state
When I started at the company, we collected all of this information on paper
I had previously given PerfectForms a less than stellar rating for some of those problems
This new version seems to have solved them all, and is 100% HTML based, so no more problems with using Flash."

Traction Tools

Pros
When using the Traction Tools website for Traction Meetings, it's VERY user-friendly
When you start a meeting, it keeps everyone in the meeting on track with what there is to discuss
to-dos and tasks
Works well for alignment.

Cons
It is not quite as customizable as I wish it were and it can be a little confusing to navigate
More of a concern with the EOS methodology that we feel with this software is that sometimes it rewards solving issues with false urgency, and can make it difficult to focus on the overall strategy as we investigate issues.

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4.6/5

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