Planful vs WORKetc

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

Planful

Category: Project Management Tool
Industries: Marketing, Business, Fianncial

Pricing

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WORKetc

Category: Project Management Tool
Industries: Productivity, Marketing, Business

Pricing

Starter

$78/mo

2 user max

Team

$195/m

20M+ Downloads
5/5

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Planful reviews

I love the people that I work with mostly, and the system is pretty amazing. I can easily geek out about it. Dynamic Reports are excellent, user friendly and add great value! The ease of setting up permissions and security is wonderful, and Planful does it's best to continue to make changes to their system to

- Angel W. IT Controller

Implemented this software solution at my office. It was less expensive than some of the other providers, and we expected the product to perform as such. There are some drawbacks to the product, but I think these are in-line with the price.

- Bradley G. Manager

Host Analytics Dynamic Planning has been the most flexible, dynamic and user-friendly analytical tool I have ever used in my 30+ year's career. Their customer support is second to none, and has always been there to solve any issues we encounter. The platform is ever-changing, based on challenges faced by and recommendations made by their customers. Each time operations requests a new or different way to analyze our market conditions, financial results, or forecasted projections, our department can produce their requests quickly and in real-time.

- Janet G. Vice President, Planning and Analysis

WORKetc reviews

have three favorite areas of Worketc. First, it is an excellent CRM database which lets us keep track of our customer info. We can drill down to a customer record and see all of their tickets, invoices, etc in one place. Second we love worketc for the support tickets. Attached to customer records we keep track of all support requests with these. Thirdly, we love worketc for the billing. We can keep track of time our techs spend right inside of worketc, attached to the ticket. When its time to bill, its jsut click a couple of buttons and boom... customer billed!

- Randy B. Owner

I like having the ability to track my income, project task and leads all in one place. When using projects I am able to keep all the information in once place and access it from any computer that is connected to the internet.

- Sam G. President

I would like the ability to review/audit what has been completed on a particular job and by what user (job Auditing) Would also like other Invoicing integrations but they do have full integrations with some Accounting software like quickbooks already.

- Dave T. Telecommunication Engineer

Pros & cons

Planful

Pros
OVerall is a great tool for the ease of standardizing and managing our reports
Great experience for me
We have a dedicated business systems resource on our team who helps a lot
Can include links to images of transaction source documents, providing great transparency in reporting
Spotlight for Excel add in to develop custom, refreshable reports is a great help
I honestly think it's great, particular for users whose current ERP systems are lacking in the core FP&A functionalities Planful provides."

Cons
A data pull is not immediate and can cause some frustration if data is not pulled 100% accurately the first time
The interface is pretty dated
I also mainly use chrome as my browser and there seems to be a lag time when scrolling in a template which is a bit of a pain
We have also transformed to a rolling forecast using modeling, so that the annual budgets required by lenders comes from the forecasts, and is no longer a time-consuming annual task
The new row sets are difficult to get to the exact detail and adjusting cold width can't be done in a cluster in chrome."

WORKetc

Pros
It helps with project management, and the things you can do to manage your projects are excellent
It's helped with keeping up with leads, invoicing and account management
The team is great, and are always improving
I've been with them since they pretty much started and the support has been just wonderful
One of the key features that we were won over on was the Project Management/Invoicing process
WorkEtc allowed us to generate and post project related invoices to Xero at great ease
Excellent search functionality underpins most of the activity and the fact that its accessible from a multitude of devices is really excellent."

Cons
At the time I was using it, it didn't integrate well with our email service and had a ton of bugs
Additionally, it was difficult to customize
The company failed to respond for over 24 hours to support emails and their own form
So many features that sometimes you can get lost
I find a lot of interface bugs and problems in using the software."

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4.6/5

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