Insightly is a web-based project and Customer Relationship Management (CRM) application that integrates with Google Apps via

a Gmail contextual gadget and Google Docs support.

Unique to Insightly is the concept of "linking": any element in the system can be associated with another element: projects, tasks, contacts, organizations, events, emails, opportunities. The link describes the role. For example, contacts can be associated with other contacts as "colleague", "was referred to / referred" etc., or as a custom relationship. Tasks cannot be associated with tasks, and Insightly lacks task dependencies or Gantt charts. A task can be linked to multiple projects via the "Link" feature, but there is no drag-and-drop. Tasks can only be

?
Evaluation date

Insightly supports tags for opportunities, projects, contacts, organizations, and emails. However, tags for projects are totally separate from tags for contacts, and searches for the tag name don't find any.
A glorified
Contacts, projects, opportunities, tasks support custom fields, but only up to 10, and only text, drop-down and date (compare to Podio or Solve360). Projects, like contacts, can have
database,
a photo/image.
with
nice forms and
Bitrix24 with
The Gmail contextual gadget can be used to add tasks, projects, opportunities, and emails, but not contacts. Email notifications include a daily
Social
email
CRM,
reminder
tasks with overdue tasks. reporting. A set of
numerous powerful
are ancillary.
fields is called an
CRM+PM looking extra features, but
Social media integration is relatively simple: LinkedIn profiles and latest tweets are shown for contacts, and for organizations, there is an event
+ built
tabwith
with Google search items.
"app", though it
quasi-sleek
you have to host it.
Project
Project
MongoDB - http:
has very little
http://www.
PHP (with their own http://www.affinitylive.com/tour/
framework, http://www.activecollab.com/forums/post/23600/) (between
+ MySQL, buy and host
http://www.bitrix24.
on your server. Creates a web serverExtJS-based
for external users.
impressive cloud office/groupware
Salesforce's replacement
suite: Hodgepodge
docs,for
presentations,
Manymoon.
of
project management,
management
CRM, HR, issue
tracker, flowchart etc. etc., that you can download
Insightly and
has license
been adding
to runsough-after
on your ownfeatures
servers.at a stedy if slow pace: API in October 2012 and reporting
collaboration,
in March
no 2013
Claims
- http://blog.insight.ly/2013/03/new-reporting-features-insightly.html
to be a
//www.
functionality
producteev.
Tested the hosted "Try"
http://www.affinitylive.com/product/
version, which ishttp://www.
2.3.7
WORKetc and
com/prices/selfVery simple but sleek
features,
task management.
badly
http://goplanapp.
Bought by Do - http://support.manymoon.com/entries/20447858-introducing-do-com
CRM, no Gmail
CRM+PM solution. readwriteweb.
Lead management beyond data entry com/#features + Version 3 looks a lot
Aimed
moreatmodern:
service http://www.activecollab.com/version-3/
companies
apollohq.com/
with similar, structured, repetitive,
Wrike)
billable projects hosted.php
Tested.
Attach plain-text notes
integrated
and files.
Tested
com/home/features
Insightly lacks Gantt charts. Comments, notes, task details do not support richNo
formating,
new signups
only plain
accepted
gadget
text. Email import from
No Gmail
Gmailgadget.
misses formatting.
com/cloud/2011/03/cloud-startup-spotlight-crm-pi.php
The user community
tool for SMEs
was deleted
andindisplay.
January 2012. task management
2012-09-02 2012-Feb
2012-Feb
2012-09-01
2012-Dec

Good at invoicing
and time tracking.
No integrations,
community or API.

A different approach to
CRM+PM

Rudimentary
pipeline CRM/task
management that
lives in the Gmail
inbox.
Can be used to
track leads or
Open source PM,
tickets; anything
sleek UI in beta
that moves
(which is not OSS
through stages.
yet)
2012-Sep

Simple but quite

effective CRM+PM
tool, developed by
one Romanian
guy.
Open-source, ExtJS/PHP, German developers
Swiss army knife

Open source CRM

with gamification
features
2012-01-14
Abuse it by storing customers as tasks - http://www.youtube.com/watch?v=bj8qVKqRu30
Task manager, without any CRM
features

Not really - http://vote.wrike.com/forums/125507-general/suggestions/2412352-fuller-contact-list-with-crm-offe

To invite the user as a collaborator, you need to send them an invitation from https://www.wrike.com/googleap
No tagging of "users" anyway.

CS: "you can use Wrike as a CRM

Basically impossible to share contacts within the organization.
but you need to add all the customers as users or viewers to your account
- Can't edit contacts (!). Reply from support: "You can't edit the contacts as of now, they are more of a repository but of course you have a valid point."
It's more a collaboration tool than a CRM, as it's not convenient to add a person as a user/viewer to your acco
Primitive. Users belong to company, but must have email and are treated as activeCollab users, not as standalone contacts.
Okay. Nothing
- can't select which fields of the contact/item to display
if your clients don't need to have access to all the features Wrike has to offer, you can grant them Viewer licen
- Can't tag users.
No. Abuse projects or tasks to store contacts, like in Wrike.
extra vs. Insightly. Yes, can tag people, and don't
- no multi-select/batch operations. Can't group-tag!
People have to be *users*, with a "login" (which you can enter a dummy value for) - http://www.teamworkpm.net/features-people
so if your clients don't have to be active users and Viewer subscriptions will suit their needs, you'll be able to s
- retarded contact info design: can have only ONE messengerhttp://blog.asana.com/2012/03/best-practices-using-asana-for-customer-relationship-management/
account: either Skype, OR Google, OR AIM, OR Yahoo! etc.
Decent: companies, people within, opportunities, issues, reports.
Can't separate
have to "invite" them to the system.
- star ratings are not integratable as a field
Apparently added
- each user must belong
Maintofocus,
a company,
simple so you have to createNo,
a dummy
and lead
one
support
for those
guywho
refuses
don'tto integrate with "Heap - https://www.wbpsystems.com/forum/discussion/comment/2017
- of course, no multiple
Contact
emails
can
or belong
phone numbers
to more than one company, in different positions.
Yes, but can't tag contacts, and disjointed (contacts not connected to leads- or
Buttasks
can'tor
add
projects)
tags, can't add pictures, no social network integration
companies
whatsoever.
from
+There
can relate
are custom
contacts
fields,
to each
but they're
other. plain text, which means you can't add multiple tags to a contact
Estimated
(for instance,
mid-2012,
an investor
but they
who
missed
also writes
it:
for a newspaper, so "investor" and "press").
- no view
General
displays
search
the ratings
doesn'torfind
tags
text in custom fields, and Advanced
during summer
search does,
Main
butfocus
only if the search string is a prefix (won't find "press" in "investor, press").
- by default, the checkbox
+ can to
merge
sendcontacts
them a welcome email is checked
CRM (overall)
- can't add contact notes
- apparently can't tagBulk
contacts
editing - http://www.applicomhq.com/content/bulk-editing-of-contacts-in-apollo
- No social CRM features.
Main focus
- can't add photos for contacts or No
leads (!)
Quite developed
- Adding an opportunity
No -tohttp://goplanapp.com/api/docs/users
a company doesn't
Main show
focus it in the pages
contacts.
for people associated
Only Solve360
with thatcan
company.
do that.
None, have to fake tasks as contacts: http://www.liquidplanner.com/forums/post/1102783
https://mavenlink.zendesk.com/entries/330867-light-crm-capability
Only one-way synchMain
with Google
focus contacts
Main
- http://community.myerp.com/forum/topics/does-myerp-actually-sync
focus
- can't filter for ANDed
Notags,
- http://producteev2.uservoice.com/forums/49079-producteev-2/suggestions/1928909-crm
only for OR (items
Can't tag
thatcustomers
have any 2012
of the tags will match)
+ relationships
- https://help.podio.com/entries/21713277#post_22813643
between contactsBasic
and other contacts or
Planned
projects
- http://help.teambox.com/forums/86927-ideas-and-suggestions/suggestions/1234187-crm-integration.
+ but, best user management
- one person
so far
can(ifbe
you
associated
need that)with onlyBut
onewait,
company:
it doeshttp://groups.google.com/group/timetonote/browse_thread/thread/f5f9287763fd2415
integrate
Old-school.
with Nothing
HeapCRM
Can't relate
since
(their
contacts,
Febother
2012.
Butproduct)
there's
for instance.
no
- http://cloud.wbpsystems.com/#HeapTorch
Gmail
Solve360
gadgetlets
support
you define
for that.
any relationship between contacts, e.g. "Bob was referred to us by J
Tasks can exist
outside of
contacts. Can use
"Cases" to group
tasks. No task
Projects (with
priorities. Can't
descriptions) have
Basic. Can't
reorder them.
Focused strictly on
tickets (with
No hierarchical
reorder tasks.
Can't move from
Mediocre.
CRM. Has
descriptions),
Projects are "Jobs"
projects. No Gantt
Can't add contacts Tested: Pretty
one case to
Very rudimentary PM features:
Revolutionary: estimate times for worst and best case scenario, and LP will calculate the schedule for you.
- No task priorities
Can't figure out
opportunities,
Project
which have tasks + can reorder
charts. How is this
Basic:
to tasks. Can't
good; not nearly as
another, let alone - No project/Subproject hierarchy
+ Task history is cool
- !: Assigning a task to more than one team member creates an INDEPENDENT COPY of the task for each member of the team. Uploading a file to my copy
Project
of thelogos
task, for example, doesn't update
how
thetocopies
groupthat
tasks
my teammates have.
Best in class. See my review that which are linked to
management
(without
elements in
Projects contain taskany
lists.
better than
Infinite level of
- can't attach anything to tasks, folders or projects
move tasks among good as Wrike's,
file in more than
* Tasks can be linked to multiple projects via the "Link" feature,
+ powerful
but there
filtersisfor
noviewing
drag-and-drop.
tasks
- Can't reassign an existing task
Different in an ineffective way: "project blogs" with all items jumbled together
+ can
in a
assign
project.
a task
Sections
to multiple
can be
people,
created
and
into
to can
group
projects.
request
items.that all must complete theOne
task!to-do item can belong they published: http://www.wrike. accounts and
(overall)
description)
workflows
Can move task lists, Wrike?
and individual tasks,subtasks
among projects via context menu.
- projects are completely isolated (use folders instead)projects.
but does the job.
one case.
+ projects can have images, like contacts
- one task can't belong to more than one project, and there's no tagging
- Can't create a task under an app. Can attach it to an app *item* or to a workspace,
- tasks
but not
MUST
to an
beapp.
associated
However,
to a
ifBasic
you
contact
go to an app, you can create a task -on
can't
it there.
yet "Move files/messages/task lists/resources/notebooks
Enough said.
between projects"to(on
only
theone
roadmap)
project.
com/buzz.htm?id=189259
contacts.
No. Customers are
supposed to be
projects, and
projects can't be
Yes - tasks,
linked to other
projects and leads
projects. Unless
can relate to
you want to "store"
contacts from the
Only one contact customers as tags,
Addressbook (e.g.
Yes, and users
No: http://ideas.
per project: http:
without any
Yes, best in class. Can link
Yes. Can in fact
Create task from
as lead types Link/relate contacts have detailed
affinitylive.
//www.applicomhq. information other
Tasks and deals
anything to anything. Maps best
link any "app" to
the contact's page, "investor") or as
to projects
permissions
com/forums/135847-feedback-ideas/suggestions/2592154-create-links-between-any-contacts-or-companies-and
com/content/attach-a-contact-to-a-project-in-apollo
than their name.
No
No
with Contacts
onto business realities.
N/A
N/A
any other.
N/A
Yes. Can specify an arbitrary relationship
N/A
type, e.g. [contact]
N/A
"knows about" [project]
plus probably more who's responsible
Contacts -> To-Do item -> Projects
N/A and all the way back.

Activity stream

API

Global (after hiding

the Dashboard
Welcome
message) and per Per contact, at
project
least

Yes

Yes

Community around
the software

Uservoice forum
only: http://ideas.
affinitylive.com
Full-blown forum - - "General help"
http://www.
section requires
activecollab.
votes to post, and
com/forums/
you get 10

NONE, and lead

dev. refused to
start one

Cost

$250, or $500 for a

license

$23/mo for 18
projects & 7 CRM
users
$48/mo for 40
projects, 18 CRM
users

Custom fields

Video claims so

Dependencies
among tasks and
projects

Apparently not.
No projects
hierarchy.

Development

Active

Frequent updates
with real, useful
features - http:
//www.applicomhq.
com/blog
+ CHANGELOG!
http://www.
apollohq.
com/changelog/
Uses dojo

Documentation

http://www.
activecollab.
com/docs/, but not
for the new 3.0 API
yet

Ergonomics

Google Calendar
integration

Google Contacts
integration

Google Docs

One-item view
makes it
impossible to see
more than one
project at a time.

No - iCal feed
couldn't be
imported

No

No

In CRM - http:
//www.bitrix24.
com/support/forum/messages/forum3/topic1025/message5359/#message5359
- can't define
entirely custom
objects like in
None; in fact, no settings at all
Podio
Claimed
for PM or CRM!

Tasks can only

belong to one
"workspace
(project)" or to a
parent task
(apparently infinite
Projects can't have subtask levels)
sub-projects.
- Wrike is superior
Task lists can
in letting you add a
group tasks in a
task to more than
project.
one project

Private, Zendesk

http://support.
Private within LiquidPlanner,
manymoon.
+ or just report bugs com/anonymous_requests/new
in the forum
Private, ZenDesk

No

No. Had some but was taken

down: http://support.insight.
ly/forums - 15 messages in
Tips&Tricks
http://support.insight.
ly/forums/117948-feature-requests
(hidden from /forums!) has ~500
messages
Very rarely, someone finds it - http:
//support.insight.
ly/forums/20798635-Files-Docs

Forum, monitored
by LP team

Two-way

One way

No

Leads and Cases

Folders and tasks, fully hierarchical

Simple: tasks
Can set dependencies in the Gantt
belong
view to projects

Nothing?
Yes

Xero, Saasu,
Twitter, Yammer;
exports for
Quickbooks etc.
Solve360 import!

Nothing listed, no
API

Keyboard shortcuts

Easy, maybe
except
permissions

Ilija Studen

Looks

The version prior

to the 3.0.1 beta is
still old-school,
closer to Bugzilla

Mailing list / email

marketing / mass
mail

No

Notifications

Can subscribe via

email, iCal or RSS
feed to ticket
updates and
comments

Permalinks

Yes; there's little

AJAX anyway

Yes

Private, powered
by Assistly - http:
//support.nimble.
com/customer/portal/emails/new

Private, Zendesk https://hoist.

zendesk.com/

https://www.
mavenlink.
com/signup#?
tab=fullcomparison
free for up to 3
active projects;
$40/mo for
unlimited

Confusing,
$1/user/mo for
some things, $8 for
others

$15/mo/user - http:
//www.nimble.
com/pricing/

Maximum 5 per
Took them 2 years to implement the simplest custom fields.
task or project, and
Can define text, number, date, money, image, category, map etc.
they are limited to
+ can filter which fields to display in the Table layout
For contacts, projects, opportunities, tasks. But only text, adrop-down
set of values
and(no
date. Lame, http://support.insight.ly/entries/178641-customized-fields?page=1#post_20882556
For leads, tested in
free-text or
the demo: text,
SUPER LAME limitation (due to using a relational database,
anything
most else).
likely MySQL): Max 10 custom fields per item: http://support.insight.ly/entries/20675038-need-more-than-10-custom-fields?page=1#post_20899443
drop-down

N/A

Projects can be linked to other

projects. Tasks can't be linked to
one another, only to projects,
contacts, opportunities. One task
can be linked to multiple projects.

None, other than

tasks belonging to
projects, and
projects
referencing other
projects (ass app
items). But no
directionality or
functionality about
Parent projects,
No hierarchy. Task lists
No project
have tasks.
management
One that.
taskfeature,
can be in
tasks
onlyare
one
Apparently
simplistic
list.
not
and associated
maybe more
with leads

Very powerful,
best of

Contacts, attachments, tasks,

folders, task comments - http:
//www.wrike.com/platform.jsp

REST API

Competent, English/Canadian,Private,
privateZenDesk.
- http://admin.worketc.com/community/bug
Yes

$40/mo: 3 accounts, 50
projects, 10k contacts
$70/mo: 6 accounts, 500
projects, 20k contacts

Also piggybacks on the Uservoice

forum for suggesting features:
Good. Suggest features:
http://vote.wrike.
http://zurmo.
Idiotic split by
http://admin.worketc.
com/forums/125507-general
org/forums/, 1400
Small, low traffic: http://groups.google.com/group/timetonote
language (German
com/Community/Forums?
Very few comments. You're limited members, 3000
!: developer completely
vs. lacked
English)vision and planned to dissolveForum=2
the forum, until persuaded to to
theposting
contrary
5 "ideas".
- http://groups.google.com/group/timetonote/browse_thread/thread/f30e255e4a4befa9
posts

Apparently no
difference between
users and
collaborators; can
invite people by
email address
Free

Free for now while

in beta

$40/user/month, unlimited
everything

Can add; can't

remove annoying
existing fields (e.g.
fax), and custom
Best among all tested.
fields are all
"Category Tags", but can't create one from the Contacts editing form in their workspace, WTF (can create from thegrouped
Gmail gadget)
in a
+ can customize the fields displayed for any entity: Company, Contact, Task etc.
"Custom Fields"
+ many field types, including URL
Yes
Tested: no
tab.

5 users $50/mo
15 users $100/mo
http://www.wrike.com/price.jsp

Open source

Yes - URL, pick list

For contacts; see also http://admin.worketc.com/blogs/Development/95
(single, multiple,
Rudimentary: only single/multi-line text, select list, and checkbox list.
dependent),
No URL, number.
currency,
But can't display them in the contacts list! http://blueseed.worketc.com/Community/Forums?Topic=1176
calculated number,
tag cloud, decimal,
Also for leads, projects and timesheets
None - http://vote.wrike.com/forums/125507-general/suggestions/2249473-allow-me-to-make-my-own-custom
integer etc.

No - http://www.
Project blogs contain task lists, which contain tasks
Can set a
Apparently tasks
facebook.
+ can rearrange tasks in a task list (or among task lists) via drag-and-droppredecessor within Tasks belong to a project
don't even belong
com/rulefm/posts/334536973258029
- "We dont do folders (or hierarchies).
N/A These are super important to us and
a task
we wont shake them."
Apparently
- http://norada.com/forums/viewthread/2579/
can't drag-and-drop
to projects. tasks

Fully hierarchical
Visually in the Gantt chart / timeline
+ can rearrange tasks via drag-and-drop
Sub-tasks: within
no, butanot
project,
needed
in the
apparently:
Gantt tabhttp://vote.wrike.com/forums/125507-general/suggestions/2383517

http://support.
capsulecrm.com/

Note tested.
Can FWD/BCC
emails to its
dropbox
Can send a daily
reminder of tasks

http://www.cubedrive.com/help
+ great screenshots
- but mostly self-explanatory

Weak - http://help.
do.com, but not
really necessary
given Do's
simplicity
FAQ is lame.

Yes, but haven't

played with them
yet
No. "Calendars
can be
synchronized with
Microsoft Outlook,
mobile devices
(iPhone, iPad,
Android), or
MacOS."

Concepts - http://insight.
ly/InsightlyForGoogleAppsConceptGuide.pdf
No other documentation besides
the forum posts.
With ugly
addresses like
task+nextweek@6556xxxx.blueseed.highrisehq.com
- Wrike is much
better
- addresses aren't
even uniform.
Deals are sent to a
different one,
No mention, but recollection of
deal+dropbox@2920xxxx.blueseed.highrisehq.com
possibility to create tasks via email.

Apparently not

No - http://capsule.
uservoice.
Very good, about as good as
com/forums/5384- Wrike's
general/suggestions/467115-gantt-chart
- no zooming

No

Yes

Yes, http://www.liquidplanner.com/help/collaborating/email-integration.html
+ create task by sending
Dailyemail
agenda,
to the
with
address of the workspace (numeric)
+ can add commentsclickable
and attachments
links to via email to a task or project
- using a different email
mark
address
task asfor each...
complete or to
Can also send outbound
reassign
notification emails and status update requests.

Decent. But, they REFUSED to

implement inline editing, saying it's
not even on the roadmap. Must
click quite a bit to change anything.

Mediocre

Read-only

Tested: none

Never mentioned

N/A

None - http://support.insight.
ly/entries/301511-graphicalfeedback-of-dependencies

No - http:
One or two-way synch, http://blog.
//stackoverflow.
insight.ly/2012/07/google-calendarcom/questions/6427560/google-apps-integration-to-basecamp-highrise
sync.html

Yes

N/A

Can send items to

an app via a
cryptic email
address.

Good - create tasks with deadlines and attachments by sending email, track progress from replies: http://www
- everything is based on the subject line, which makes the feature unusable for working outside the organizatio
+ mark a task as completed by clicking a link in the email
http://help.
http://admin.worketc.com/Community/Forums?Topic=619:
+ Daily to-do emails, interactive
"[todo]
- http://www.wrike.com/help/smart-email-integration/everyday-to-do-emails
in the subject line will create a task"
teambox.
- Emails about ToDo-s also don't
* Tocontain
mark alinks
task to
completed,
mark the task
you can
as completed
also add [completed]
(Wrike doestothis)
the and
Subjects,
also lose
which
rich
splits
text the
formatting.
thread in Gmail.
No - http://norada.com/forums/viewthread/2579/,
Lives in Gmail andcom/knowledgebase/articles/10243-using-teambox-via-email
they refuse to implement it: "We dont manage
No mention
tasks independently
No
of a project or contact, here we want
- nothings
daily agenda
to have email:
context"
http://blueseed.worketc.com/Community/Forums?Message=5377
+ can forward an email to wrike@wrike.com, and a task will be created.

- can't navigate prev/next items

- no batch/group operations
- no spreadsheet-like editing
- can't delete multiple items at once, which makes imports a hit-or-miss
+ Inline editing
+ shortcut keys
Probably good

Everything is
designed to fit the
ExtJS mold. In
contact details, for
example, the
Somewhat annoying UI idiosyncrasies
Can rapidly add
Occasional bug: can't
emphasis
add a person's
is on contact details in one shot. Must add the name first, then save, and click edit to add the rest (!). Other bugs with expanding/collapsing elements.
Gmail gadget forces tasks to be created around a contact
one task after
Can't create new labels
formonfields,
the fly
not on
All items pertaining to a project are
Decent
just added to the project. Every other PM
another
software separates
+ good
themfiltering
into Tasks,
by label,
the
Notes,
information.
easiest
Filesyet
etc.of all 38
Tested: Mediocre
Tested: Excellent

No

No - http:
//stackoverflow.
com/questions/6427560/google-apps-integration-to-basecamp-highrise

No

No

Can pick Google

doc and attach to
task, from project
creation in Gmail
gadget
Even better google
No - http:
No - http://www.
doc picker in the
//stackoverflow.
liquidplanner.
Manymoon
com/questions/6427560/google-apps-integration-to-basecamp-highrise
"Tracking projects is great, I can link google docs, notes, com/forums/post/1726237
emails and upload files.
workspace
This is huge to get all of this in one place."

LinkedIn, Twitter
No

"Ample" - http:
//asana.
Not prominently
com/product#different
featured

Pretty good. Arrow

navigation,
In Basecamp (http:
Ctrl+Enter to
//37signals.
create a task
None to post an
com/svn/posts/1923-product-blog-update-faster-casesdeals-in-highrise-create-timelines-with-basecamp-etc)
under the current update (others
but not in Highrise
project.
have Shift+Enter)

Easy

No

Most likely not

iPhone. HTML5
mobile site for
Android and
tablets.

Yes, Android and

iOS - http://www.
bitrix24.
com/features/mobile-and-desktop-apps.php
+ also, Desktop
app for Mac and
Android, iPhone,
Windows
Blackberry

Can subscribe
other users to
CRM tasks - http:
//www.applicomhq.
com/content/subscribing-crm-users-to-crm-tasks-in-apollo
In bottom-right
Daily digest (but
corner and via
not agenda?)
Email
email

Yes, numeric
(cryptic)

Desktop-like, powered by ExtJS Sleek, 3-pane

Mediocre

Yes

UI is more web1.5
than web2.0; as in,
nowhere nearly as
slick as modern
systems like Write
(whose UI is quite
similar to
Facebook).

Nothing relevant

Easy

Not Asana-like, but

okay
Simple, effective

No

Email, desktop
-No daily tasklist
like Wrike

Tested: NO

Yes

Plain-text emails
that a task is due.
Can't mark it done
from the email
Daily email reminder with overdue
itself.
tasks

No

MS Project XML

Quickbooks

MailChimp,
WuFoo, HubSpot

Google Contacts
Campaign Monitor
delicious
Evernote
MailChimp,
FreshBooks
WuFoo, Exchange, Google Alerts
Highrise. https:
instapaper
//app01.nutshell.
rss
com/setup/integration
Zendesk

None. Can't
reorder tasks
either.

At least one-way sync to

arbitrary calendar (requires
Gmail address *and
password*).

Exists, http://www.wrike.
com/google-apps.jsp, but one-way No - http://zurmo.
only: http://vote.wrike.
org/forums/index.
com/forums/125507php?/topic/162general/suggestions/2223211google-appsgoogle-calendar-integration
integration/

No - http://zurmo.
org/forums/index.
php?/topic/162google-appsintegration/

No

Yeah, with fakefriendly URLs:

https://blueseed.
highrisehq.
com/people/134172925-ines-silva
For all items. Numeric URL ID.

Moderate

Relatively easy

Less sleek than

Wrike, better than
WORKetc

Simple but
functional
sufficiently
ergonomic. Not as
slick as Wrike, not
as stuffy as
WORKetc., not as
weird as Solve360.

Only 3

Evernote

Easy

Neat

iPhone, iPad,
Android under way

Email, realtime for

watched tasks
+ daily upcoming
tasks email

Android, iPhone

Xero, coming soon.

ZenDesk: http://norada.com/?uri=norada/crm/solve360_zendesk
Nothing?
Box, Dropbox

Moderate.
Training available: http:
//norada.com/?
uri=norada/training

Okay, some UI
inconsistencies
visible right away

No

Apparently not

Can't navigate
among tasks

Easy

Easy

Android - http://blog.podio.com/2012/09/27/podio-for-android
- WTF, can't search! Can't delete either.
iPhone
iPad
+ all look sleek
Core focus

None listed

Easy

That's it.

Not really

Easy enough

Gmail-like

Beta 4: sleek,
sometimes 3-pane
- http://www.
youtube.
com/watch?
v=3qS9CsjKLRQ
Current: okay

Gmail style,
minimalistic,
functional

No

No

No

No, but special

website version

Email,
configurable.
Sound notifications
for events
targeting you. https://www.
youtube.
com/watch?
Email and RSS feed updates Can set up
Can tag people
No email notification yet, WTF, after 2 years
v=6unRBjLkVYc#t=44s
in business - http://support.nimble.com/customer/portal/questions/122449-notifications-when-assigned-to-a-task
on comments to projects
reminders per box with @name

Heavy

Could enable
Chrome desktop
notifications

To contacts and project blogs, but you have to out the window to get the URL. URLs have user-unfriendly numeric IDs.
No permalinks to tasks.
No permalinks to many of the pages on norada.co, despite user complaints.

Administrators can
impersonate a
user to test from
their point of view

Roles, groups,
ACLs

Founder: Andrew Filev, http://www.wrike.com/founder.jsp, https://twitter.com/#!/andrewsthoughts

- completely hands-off approach. Not one comment from him on Uservoice. Met with him in person, very nice

The other team members are russians from the Bay Area - http://www.linkedin.com/search/fpsearch?company
Support seems to be outsourced in Russia. None of the support personnel appear in LinkedIn under Wrike.

Not as slick. "it's features

packed but the interface
looks like it was built 5 years
ago. We are in the iPad
"gesture" interface times
Slick - three pane is great, http:
now...User Interface really //www.youtube.com/watch?
is an important thing."
v=DcHNCayluUY#t=28

Acceptable,
though not terribly
sleek

Yes

No

All, using HTML5 Android - http://engineroom.teamworkpm.net/announcing-the-teamworkpm-android-app

http://torch.
iPhone - http://www.teamworkpm.net/features-lotsmore
wbpsystems.
Android, users like it
Sleek HTML5/CSS3/JS
No mobile app
Unlikely
com/mobile.php
iPhone app. No iPad app.

Toaster
notifications

C - create a task, F - create a

folder, Y - update status, S search
Esc doesn't work when it should
Ctrl+K doesn't work, http://vote.
wrike.com/forums/125507general/suggestions/2522745adding-hyperlinks-in-rich-textareas-e-g-in-fold

!: "Their training is affordable Easy. Watch the videos at https:

and well worth it."
//www.wrike.com/demo-videohttp://worketc.com/pricing
tutorials.jsp

lucianbaciu@gmail.com, 40-758-579-565
Lucian Baciu - http://www.topcoder.com/tc?module=MemberProfile&cr=14840263
Some Germans
Whois info:
blind to the fact
Louis Pasteur, 65Clujthat
Napoca,
most Cluj 400353
Daniel Barnett - http://www.
Romania
developers speak
linkedin.com/profile/view?
+40 (076) 119-7397 English
id=10292172

Steve Ireland (extremely

stubborn) - http://www.linkedin.
com/profile/view?id=5510597

Great. Very similar

to mention.net.

Asterisk PBX
software
No

Apparently none, but double

click edits fields

Moderate

Nice, a bit
cluttered

Semi-friendly. The
To leads (clean),
trailing item is
to contacts (crufty) numeric.

Nothing listed

No

Nice, Martin
Andersson

N/A but predefined

lists of tasks can
be create
No

To module:
accounts,
contacts, leads,
meetings, notes,
opportunities,
tasks, users

WuFoo
Nothing listed

None - http:
Edit, Like, Task,
//nimble.uservoice.
prev/next
com/forums/126687-nimble/suggestions/3164785-have-shortcut-keys-like-goldmine-to
- no Ctrl+K for links

Configurable
+ can share
specific items with
unlimited external
users

No explicit priorities, but can reorder among folders via dragand-drop

Drag-n-drop

Could at most
export, but
apparently not

Yes - http://worketc.
com/features/project_tracking_software
+ can manipulate,
Yes, interactive, looks great.
interactive
+ Tasks across ALL folders (projects)
Nocan be managed in the charts - http://www.wrike.com/gantt-chart-softwa

Contacts from
Google, Yahoo!
and others, and
asks for username
& password.
- no CSV import

No

External users only

in the paid plans

Low, medium, high

per task

Apparently

Good - https://www.wrike.
com/help/flexible-structures/sharea-folder
All docs/features: http://www.
http://zurmo.
wrike.com/help.htm
org/wiki

No. Instead, you

copy the doc's
URL and can open
it in an iframe or a
No - http://zurmo.
new browser tab.
Yes - http://torch.
Attach from GDocs, link to create org/forums/index.
+ "Google Docs
Best integration of
wbpsystems.
on the fly
php?/topic/162Can add files from Google Docs, Dropbox
integration" on
the 38 - tree,
com/google.
- also attaches a COPY of the
google-appsRequested since Aug
Not
2011,
in lead
no response
editing -from
Google
Nimble
Docs- http://nimble.uservoice.com/forums/126687-nimble/suggestions/2097623-adding-documents-to-deals
adding is EXTREMLY slow
No(30-60 seconds to show the file picker, Risible!
which is"Open
enough
thetoGoogle
deter the
document,
casual user
copyfrom
the ever
web adding
address
No
files).
from In
theWrike
webroadmap
it's
browser's
orders address
of magnitude
box
search,
and
faster.
list
paste it in the
Tested:
URL field
no here. In order
php#GoogleDocs
for other usersTested:
to access
works,
the document
can search,
you
but
will
Google
the
need
dialog
document
to Share
is not resizable:
or Publishhttp://screencast.com/t/wMAPq3FC8Uag
it."
integration/

No x 2

None. Mobile website instead,

works on iPhone, Android, iPad
etc.

CubeDrive Touch (not tested

any)

Via email when new messages

are posted in your group;
probably in other situations.

Tested: At least
one way, to a
specified Google
Calendar

Good

Contacts as CSV (tiny little

Excel icon in the upper right
corner), whole database at Tasks. Export lost HTML
any time as SQL Server
formatting around bold, italic.
2008 (Settings -> Manage): - dates and creators of folders
http://admin.worketc.
aren't exported
com/Community/Forums?
- inline images are PROBABLY
Message=1860
lost

Tested: none
available

In Report & Update Activities -> Show timeline for. They haven't planned any work on it since June 2010 - http://norada.com/forums/viewthread/939/
Screenshot: http://norada.com/news/200904.html
Not before Q3 2012 Can
- http://www.facebook.com/rulefm/posts/334536973258029,
drag tasks to change duration,
No but not start date (!) - bugbut you can " drag and drop timelines
No via a project's calendar"
No

No

Can import items from Excel spreadsheets.

+ automatically converts URLs to images into image fields
+ automatically parses HTML, but screws up nested lists
- bugs with semicolons and angle brackets in fields

No

Shallow and moderate

Yes, but
apparently not
interactive

Task list to Excel

http:
//knowledgebase.
wbpsystems.
com/#Torch

No - http://torch.
wbpsystems.
Retarded. Had to enter
Addan
contacts
authentication
tasks, project,
token to setup (because of lack of Google Apps integration).
Contacts in gadget: http://timetonote.blogspot.com/2010/07/new-cool-feature-gmail-integration.html
com/google.php,
No - http://zurmo.
- Doesn't pick up theopportunities,
contact's name
emails.
from the email when adding a contact, let alone the organization
* Create
(onlyproject
the email;
or Insightly
No - https:
is much better).
Create contact but "on Ben's list" * Create tasks from email button - video
org/forums/index.
at http://www.youtube.com/watch?v=FR2jL7MaiBs but Manymoon's ta
- Prompts me to add-myself.
Still, only scans the From field,
No - http://www.
task
//mavenlink.
http://www.
Gadget - pulls all contact details and history: http://norada.com/?uri=norada/crm/solve360_and_gmail_hook-up
New contacts are not actionable. Can't open
https://www.
a new window for them, even with popup blocking
- Nothing
completely
for contacts
disabled.
(Wrike doesn'tphp?/topic/162do CRM)
- Only picks up the From,
and support
not the refused
other people
to scan
in To
TO or CC.
liquidplanner.
- can't create
zendesk.
nutshell.
- Will NOT create task and they won't "shake" their conviction - http://norada.com/forums/viewthread/2579/
wbpsystems.
Create leads, tasks etc.
- the taks's description can't be edited
google-apps! The Rapportive Raplet
and works
CC, claiming
MUCH it's
better
impossible
at adding people.
com/forums/post/1726237
contact
com/entries/20559613-gadget-for-gmail
Tested, didn't ask forNo
themention
permissions
of anywhere;
to do
com/blog/2011/06/google-apps/
so instead,
when installing
seemsCan
to
- http://community.myerp.com/opensocial/ningapps/show?appUrl=http%3A%2F%2Fapps.io%2Fideas%2F%3Fning-app-status%3Dnetwork&owner=2t5pub6rgp9tb
read
onlyGmail
createvia
tasks,
IMAP
like
- http://support.nimble.com/customer/portal/articles/search?page=2&q=gmail
Wrike, but gets
Nothe email body in the task description too.
- Doesn't
Haven't
detect
foundthe
a use
CC or
forTO
it infields
two
N/Amonths
in emails:
of daily
http://norada.com/forums/viewthread/3232/
usage.
No - http://help.teambox.com/forums/86927-ideas-and-suggestions/suggestions/1233825-gmail-contextual-gadget,
Emails can be imported
Tested:
fromno
the gadget com/forum/discussion/comment/2217#Comment_2217
but are truncated to 1000
- can'tcharacters,
see contact
but willing
and
infoformatting
intothe
accept
gadget;
- the
ishelp
lost.
email
contact
contents
opens
is in
nota automatically
new window
integration/
imported (WTF)

No

Nothing listed

No, despite
requests since
February 2012

None really.
There's the
developer's blog.
+ but not much is
necessary

Pretty good

http://norada.com/index.php?
uri=/norada/crm/googleapps_deletion

Fucked up - can
import contacts in
the special
"Contacts"...
module? (not an
app). Contacts
can't be shared
across an
organization.

Nothing?

Moderate

Good

At least one-way:
https://www.
youtube.
com/watch?
One-way: http://www.liquidplanner.com/blog/2012/2/3/february-release-google-calendar-integration-and-more.html
Claimed
and no v=HQ8A0Q7RI5w#t=99s
plans for a two-way sync

LinkedIn, Twitter,
SMS (can send
when tasks are
due).
- reads photos
from LinkedIn in
SOME cases.
Rapportive is way
better, of course.

LOTS - http:
//capsulecrm.
com/features#/addons
Wufoo, MailChimp,
Zendesk, Xero,
everything

ZenDesk help
centre, lacking.
Had to send
numerous
questions to
support.

Tested: could export comments,

Can export view as
contacts, emails, notes,
Excel.
opportunities, organisations,
- Excel export
projects, tasks and users as XML
Projects as PDF
misses images,
"Highrise can exportin
your
onecontacts
ZIP.
into multiple formats like vCard, CSV, and Excel. This will not include notes or emails
You
associated
can also export
with each
yourcontact."
time entries, expenses as .csv or .xls(excel) formats. Invoices
comments,
can be
star
exported as pdf as well.
- the email was truncated to the
You can only import your project templates as .csv in the system.
ratings, likes,
"Get all the notes and
first
emails
line for the contacts, companies, cases, and deals you have access to view. Download this data
youas
can
a ZIP
easily
file."
sync your tasks in your Google Tasks and in your Google calendar.yes/no votes etc.

No, has its own calendaring,

scheduling and meeting
planning solution (yes, they're
One-way: http://capsule.uservoice.com/forums/5384-general/suggestions/636413-2-way-synchronisation-with-google-calendar?ref=title
separate)
iCal (one way)
No

Nope - http:
//capsule.
No, has its own documents,
uservoice.
spreadsheets, presentations
com/forums/5384- and flowchart software.
general/suggestions/793405-attach-google-docs
- document editing is not live
And it's been
(docs mention "conflict editing
THREE YEARS.
detect")

Minimal but
adequate, readonly: http://www.
nutshell.
com/support/

Comprehensive http://www.
liquidplanner.
com/help

No trace of

Lowest to Highest (5 levels)

+ Can drag-and-drop tasks within tickets and tickets within projects to reorder

14-day trial

For contacts only

(and companies),
not for deals or
cases

Apparently not

Some sharing
features

Yes, Mantis

Excellent - http://www.wrike.
com/tour.jsp#collaborate-efficiently Yes

FAQ, Forum

Sleek, modern,
using Dojo. http:
In-between Wrike
//www.applicomhq.
and WORKetc.
com/content/attach-a-contact-to-a-project-in-apollo
Clean
Could be cleaner.

External users
have reduced
permissions

Private, within rule.fm

- Can't attach anything
- RETARDED email Shoddy
notifications about the tickets: no subject but "[TICKET #X], and my own message isn't included in the email.

Apparently none,
Weak API forum:
http://community.
and no
http://groups.
http://www.
myerp.com/ - small
suggestions
None! My posts weregoogle.
the very first in their forum - https://hoist.zendesk.com/forums.
facebook.
Good
A few
- http://norada.
months later, people in the API Developers group asked again for a Users Group.
+ suggest ideas
Exists, but very little either?
community involvement.
ThereMost
is anquestions
API developers
com/group/producteev-api-discuss
are answered
group: http://groups.google.com/group/podio-api?pli=1
by agents.
No community
http://support.nimble.com/customer/portal/topics/34265-community-discussions/questions
com/rulefm
com/forums/

Apparently
Tony Merc Mobily, https://plus.google.com/117182367070097742293/about
Russian. Support
- Spread out among Apollo and 3 other projects:
on Forum
https://plus.google.com/117182367070097742293/posts/h4ub7fKEU4L,
is from
Fenqiang Zhuang, http://ca.linkedin.com/pub/fenqiang-zhuang/7/b35/9b,
https://plus.google.com/100750640411969446197/posts
Seems written in with interesting English (patterns like "panel on the east" and "When this checkbox is checked, you will receive email notification."
- Free Software Magazine
Facebook
seesearly
much more
users
frequent
with Russian
updates than Apollo, and Tony managed to interview Nginx creator Igor Sysoev: http://www.freesoftwaremagazine.com/articles/interview_igor_sysoev_author_apaches_competitor_nginx
Perl (URLs end
- refused to implement
employees
a proper ticket tracking
femalesystem,
names.or to start a community
Team includes two other people (a marketer, thought they
with serenity.pl)
only have 7 FB likes and 5 Twitter followers, and a co-founder developer), but I've never seen a sign
Australians
of them in
anywhere
San Francisco?
(screenshots, the internal social network) - http://www.cubedrive.com/aboutUs.gsp

Mobile app

Yeah

PHP

No Google Apps
integration at all http://help.asana.
com/customer/portal/questions/241671
Probably not

Extremely easy

No

Roadmap! http:
//www.
teamworkpm.
Stopped.
Blog is about
net/roadmap
One Romanian guy, +40-758-579-565, lucianbaciu@timetonote.com
Very slow - look at what has been done in the past 4 years: http://www.wrike.com/blog/category/vision_and_ro
Salesforce bought
Changelog! http:
productivity in
But no big features
Steady but slow, in spite of
Their blog is about
Very, very slow. Haven't
them and now they
//www.nutshell.
general but not
Nothing seems to
developed in the
Continuous but obviously not intensive much
multi-national team of 50+
182 suggested features, 14 completed, 3 under review, 1 started, 7 declined
Active and surprisingly fast development, last release anything
9 days ago
BUT the
implemented ANY of the
offer "Do" - http:
com/changelog/
Extremely slow. Have
about
fixedProducteev's
about 5% of the bugs I reported.
have happened in No blog entries in past two months
Active but slow. No
members. Probably bogged http://vote.wrike.com/forums/125507-general?filter=new&page=10
Not impressed. Last -blog
apparently
post asonly
of Jan
one18Chinese
2012 dates
guy,from
Fenqiang
Nov 16
Zhuang,
2011. product.
In
http://ca.linkedin.com/pub/fenqiang-zhuang/7/b35/9b,
the past
http:
7 months: integration with RightSignature and
withQuote
interesting
Roller.English
No updates
(patterns
to Capsule
like "panel
itself.
on Last
suggestions
the east"
one was
andI on
made,
"When
Junenot
this
3, even
2011.
checkbox
trivial is checked, you will receive email notification."
//manymoon.
231 Uservoice suggestions,
- but most
9 closed
changes
(only
- all
2 required
requests work)
have to
- developments:
http://nimble.uservoice.com/forums/126687-nimble
go through support (can't contact the developers directly) and support is generally very reticent
theinpast
considering
few
forwarding
the past rather
6 months
obvious
(Sep
UX2012).
bugs to
Mostly
the developers,
Answers are
asking
mostfor
often
tangible
use"no",
cases
progress
http://groups.google.com/group/timetonote/browse_thread/thread/234a70c610f97900
when behavior is clearly broken
down
(e.g.
bybrowser's
using old Back buttonAtnot
least
working)
two features seemed implemented already, but the team neglected to update. http://vote.wrike.com/fo
* went public on Feb 3, 2011
//greenropeblog.
ones like "URL field".
Seemingly quite
zendesk.
Much fewer comments
areper
minor
suggestion
or
than
- Also,
for CapsuleCRM
bought by Citrix
http://blog.
in Apr 2012.
months as of
- http://blog.
bug fixes and
from Feb 2012 to
technologies instead of RIA
754 suggestions, 154
* first
closed,
beta10
in accepted
Oct 2010 - http://www.sencha.com/forum/showthread.php?113175-Cubedrive-An-Online-Office-Social-Network-and-Sharing-Community.
greenrope.com/
Their team is a little odd... they're not public like most development teams; instead,
The office
* http://blog.insight.ly
theystuff
use was
names
older,
likeMay
"Emma
2010:
T" http://www.sencha.com/forum/showthread.php?99141-Extjs-3.2-based-Online-Office-2.0
or "Nick F". There's a general
active feeling of slightcom/entries/355042-crm-suggestions
mistrust. Also, they don't seem to be actively developing the+product,
built withtheir
MongoDB,
Twitter
bugfixes
account
http://www.readwriteweb.com/cloud/2011/03/cloud-startup-spotlight-crm-pi.php
rarely tweets,
- they
and
brag
there's
aboutno200,000
community
producteev.com/
(!) organizations
around it, apart
using
from
Podio
the UserVoice
(see blog.podio.com)
suggestionsand
forum
Inflexible
at the
at http://glasscubes.uservoice.com/forums/31355-general
same
- "We
time
dont
complained
do foldersabout
(or
August
hierarchies).
a small
2012development
These
teambox.com/
are
team
super
in response
important
minor
to
to tickets
us
stuff.
and we wont
Last
shake
blogthem."
post is- from
http://norada.com/forums/viewthread/2579/
Sep
Feb2012.
2012.
One guy, apparently:components.
https://www.wbpsystems.com/forum/discussion/comment/2217#Comment_2217
The Uservoice admin, Dmitry, rarely comments: http://vote.wrike.com/users/23251939-dmitry-uvarov/filters/co
- "It's on my list" re. a Gmail gadget

Two-way once you create the contact in Affinity

No
Live: http://ideas.affinitylive.com/forums/135847-feedback-ideas/suggestions/2293535-add-or-link-contacts-from-gmail

No (tested)

Not a "stream" or "dashboard" feel. In Report & Update -> Show activity changes for
- images are offered for download instead of viewing - http://norada.com/forums/viewthread/3288/
- no pictures of the user, just their name
- read-only view with links back to
Per
the"box"
contact or project
Yes

http://www.facebook.com/Wrike

Bait&switched some time in 2011

from a free version.

No

Great

Yes, since Jan

2013 - http:
//support.nimble.
Not public yet, as com/customer/portal/articles/89143-is-there-a-public-nimble-api-,
Planned for 2012
of July 2011 - http: after a long wait
Q3 - http://www.
http://norada.
No. They use
Webhooks - http:
//community.
since October
http://www.
facebook.
com/norada/crm/external_api_introduction/
context.io as an
No, and not even
//knowledgebase. http://admin.worketc.
https://github.
myerp.
2011 (missed the http://www.
producteev.
com/rulefm/posts/218092724902455,
+ lots of interesting integration API into Gmail, but https://teambox.com/api
planned, since
wbpsystems.
com/Community/Forums?
com/mavenlink/mavenlink_ruby_api
com/xn/detail/6309975:Note:861
Q2 2012 deadline) nutshell.com/api/ https://developers.podio.com
com/developers/
to extract data. No API to change
didn't
UI behavior.
happen
code on their website
don't offer one.
Undocumented v2: http://help.teambox.com/forums/86927-ideas-and-suggestions/suggestions/1233825-gmail-contextual-gadget
2009
com/content/Torch_POST_JSON_WebHook
search=API

http://support.
manymoon.
Good. Can also
com/categories/4392-user-forums
suggest ideas.

3 users free, then $30/mo for 6

users and 6GB storage, $50 for 15
users and 25GB storage.

Not specified, must contact

them.
+ Free for up to 1GB storage.
+ Many claims of affordability

No

No (tested), but
planned after
moving to Dojo 1.7
is completed.
No

None

No Google Apps
integration at all No - http://www.affinitylive.com/product/benefits/google-apps-and-exchange-integration/,
http://help.asana.
but captures http://capsulecrm.
all emails - http://help.affinitylive.com/setup/automatic-email-capture/google-apps-and-postini/ (actually through IMAP, which is not mentioned)
Contextual gadget being
Planned,
considered:
after API
http://ideas.affinitylive.com/forums/135847-feedback-ideas/suggestions/2536316-gmail-contextual-gadget
com/customer/portal/questions/241671
No
com/blog/comments/capsule_contextual_gadget_for_gmail
No
No
Tested: none
No

Invoicing

Priorities

Free for <12 users,

$100 for more
features, or $200
for even more.

Yes, + forum: http:

//www.
Probably not.
liquidplanner.
Abandoned now
com/developers
anyway.

Just email them,

http://help.do.
com/customer/portal/emails/new?q=API

Tested: as SQL
database. See
Personal tasks,
also http://www.
projects,
affinitylive.
calendars,
To Excel
com/company/faq/who-s-behind-affinitylive-and-are-they-staying-around/
contacts+cases&deals
Apparently not
+ To Outlook

No

Integrates with

Permissions

Free for up to 30
users

Good. Maybe too

verbose.

Yes

Took them 2+ years to come up

with one - http://blog.insight.
ly/2012/08/introducing-insightlyNone - despite
rest-api.html vs. http://support.
https://twitter.
insight.ly/entries/383383-apicom/#!
Yes - http:
https://www.
external-information-integration
No - http://help.do.
/Glasscubes/status/79882945141280768,
//goplanapp.
wbpsystems.
(April 2010, deleted after March
com/customer/portal/articles/search?q=API
No mention
it's not there yet
com/api/docs
com/forum/categories/heap_simple_api 2012)

Tested - good

Import

Lead Dev

None, piggybacks
on the Uservoice
suggestion: http:
//capsule.
uservoice.
com/forums/5384general

Yes (Dashboard -> News feed), but bad design

Yes (it includes your IP, but wraps elements instead of extending
Yes the table)

Semicumbersome.
- Unlike Asana,
Forces you onto
rarely used fields
their process: http:
are only
//help.affinitylive.
sometimes hidden
com/
Can add tasks
from view
- generally
quickly - http:
- form-based and
cumbersome. Not //www.applicomhq.
many unnecessary
sticky/compelling. com/content/adding-tasks-quickly-%E2%80%93-or-your-task-inbox
Excellent
full-page reloads

In version 3, http:
//www.activecollab. Read-only,
com/version-3/
apparently

Gmail integration
(contextual gadget)

Learning curve

Forum!
- Support ignores it
though. I reported
a typo and they
didn't do anything
about it for at least
two weeks - http:
//www.bitrix24.
com/support/forum/forum3/topic1801/

Must uses some

Create tasks,
cryptic email
Replies to
"AffinityLive can
assign to people, address codes. notifications add
automatically
specify deadlines, http://help.asana.
comments to the
capture emails that target task lists com/customer/portal/questions/241671
thread.
you send to or
http://www.
And must create
New emails create receive from
applicomhq.
them one per
tickets.
clients"
com/content/create-task-by-email-with-apollo
project

Export

Gantt charts

Tested: no

NONE, and lead

dev. refused to
start one

Bug tracker (for the

software, outside it)

Email-driven

Yes

REST. Complete
for what is is - http: Can only import
//developer.asana. leads into the
com/documentation/:CRM. Can't lookup
In beta, Mar 2013 - http://www.affinitylive.com/company/blog/affinitylive-api-now-in-beta/
tasks, projects,
info -- http://www.
Beg them for access to it - http://www.affinitylive.com/company/faq/#faq-110
tags, stories and
bitrix24.
http://capsulecrm. Yes - http://www.cubedrive.
Requests to make it Planned
public: http://ideas.affinitylive.com/forums/135847-feedback-ideas/suggestions/2287968-provide-apisworkspaces
com/support/forum/forum3/topic349
Full REST API
com/help/page/api_gettingstarted
com/help

No

iPhone, iPad, Blackberry, no Android - http://vote.wrike.com/forums/125507-general/suggestions/2197389-and

Web app for Android in beta since June
Probably
2011 - http://www.wrike.com/blog/06/20/2011/Beta-Release-of-Wrike-

Email notifications for tasks

assigned to you.
Optional: email for leads
Daily email with agenda, and
assigned to you
email notifications for
- No daily agenda - https:
EVERYTHING, either daily,
//admin.worketc.
immediately or not at all. Can't
com/Community/Forums?
choose which notifications to
Message=5377#Message5377
receive.
To tasks and folders. Explicit
option to get a permalink, but the
URL fragment updates
automatically as you navigate.
Yes for all elements, but URLsUgly
haveURL.
user-unfriendly numeric IDs, e.g. https://company.worketc.com/Work?EntryID=210

Hierarchical roles
can be created,
None! Everyone can view anything.
but don't seem
Permissions have been in betaExternal
since 2009
users
- http://admin.worketc.com/Community/Forums?Topic=90
have too much control
configurable
over the folder hierarchy - http://vote.wrike.com/forums/125507-general/

activeCollab

AffinityLive

Apollo HQ

Country drop-down No country dropHow is this any

has only Australia, down in contact
better than Wrike,
Canada, NZ, UK
address. Must type and why is it so
and US
manually.
popular?

WTF

Other features

Time tracking http://www.

applicomhq.
com/content/useapollo-to-check-alltime-entries-for-atask
Cases, deals
Versioned "pages" Time tracking,
Brand with your
(not a full-blown
invoicing,
company logo
wiki - can't
workflows, budgets HTTPS always
semantically link
(optional)
between pages)
Extranet/portal
Affiliate program

Rejected
&! (andbang)

5pm

Asana

Atlassian/JIRA
Base (former PipeJump?)
Basecamp
BatchBlue
Batchbook
Brightpearl
Clarizen
Collabtive (tested
the demo)

CoMindWork
DNET eBusiness
Suite

Embraiz CRM

EmForge Portal

faces

FogBugz

Freedcamp
Ganttic

Glasnost21

Google Contacts

gQueues

GroupCampProject
Huddle
HyperOffice

KPI (former
WorkForceTrack)
Memoranda

Nirvana

Open Atrium
PivotalTracker

Plancake

ProjectManager

ProjectPier
Redmine (used
over the years)

RockTask

Smartbeams

Smartsheets

Tangerine District
(tested)
Thinkfuse

Trakeze

Trello (tested)
Viewpath

Asana

Bitrix24

Bitrix24 self-hosted
(onsite)
CapsuleCRM

http://www.
youtube.
com/watch?
v=liO5VbbIqIs

Video, best of

CubeDrive

No video, but you can easily

sign up for a demo

No integration
mentioned with
anything else.
- Founded in 1998,
but has ~200 likes
on Facebook.

Trial requires
credit card

Do
Green Rope
Glasscubes
Awesomest video,
though no
screenshots - http: http://www.
//vimeo.
greenrope.
com/33419341
com/product_overview.html

Goplan

HeapCRM

HighRise

Insightly

Kpi.com

LiquidPlanner

Manymoon

Mavenlink

myERP.com

NimbleCRM

Nutshell CRM

Podio

Producteev

ProjectCompanion Rule.fm

Solve360

Streak

Teambox

Teamwork PM

TimeToNote

Gmail gadget - http://norada.com/?uri=norada/crm/solve360_and_gmail_hook-up

http://www.youtube.com/watch?v=3qS9CsjKLRQ

Tine 2.0

Torch

WORKetc

Wrike

Zurmo (open source)

http://www.youtube.com/watch?
http://www.youtube.com/watch?v=USBogF8vOI0
v=HGnUgfRsyQY

"Apps" are actually

glorified forms with
custom fields.
There is no
functionality that
you can configure
from the UI.
-- Super confusing
how you're
supposed to
manage contacts
shared companywide, or even your
"Gmail's auto-forwarding feature is not supported." -- the workspace UI text!
own. Contacts
synched with
Custom fields were added only in Oct 2011! http://blog.insight.ly/2011/10/custom-fields.html
Google are readonly.
Tested: "It's a pitty that you cannot give a task to more people in the organisation at once as you make a new project." x 2 (can assign to only one person or an entire team) - checked
-- can't
on the
delete
forum Dec 24 - no answer since Mar 17. Apparently implemented in June 2012 - http://blog.insight.ly/2012/06/new-task-team-assignment-option.html
!!!: SERIOUS CASE of Not Invented Here syndrome - they coded their own grid control: "we coded our own from scratch. Years ago we did
more than one
Can't add due times to tasks (only due dates). There are, however, events. Can't delete
item at once. In
All project items (notes, files, tasks) are jumbled into the "project blog" instead of being organized into tabs as every
STUPID
other tool
splitdoes:
of thehttp://norada.com/forums/viewthread/3130/#10801
!!!!!!: CENSORED my support for tagging all entities (not just contacts), in which I was complaining that this is a quasi-deal breaker: http://ww
multiple contacts fact, can't do
community by
~"can create a project form an email, but can't merge an email into a project, must
http://manymoon.
forward it to Insightly"
anything to more
Generally, there is no "Cancel" button/link for any operation.
language - http:
Sent emails not in the sent folder!
Can create tasks from an email via the gadget, but doesn't include or link to that email! http://vote.wrike.com/fo
zendesk.
than one item at
//www.tine20.
Not true: "when I go to delete it, the widget remains. Nowhere to disable the widget
com/entries/20708453-can-i-undo-the-merged-contact-list-i-have-too-many-irrelevant-contacts
even though the service is disabled inside apps admin AND
Tasksmy
from
insightly
emailsaccount
are cut is
offdeleted."
to a few hundred
once. chars, and no response from support within a month - http://support.nimble.com/customer/portal/questions/108109-add-task-from-an-email-description-cutting-off-message-after-a-few-hundred-characters
Call times must be either :00 or :30
Scheduling
and mustemails
last multiples
fails
Weird
often.
open
of 5 minutes.
sourceness
You -select
The beta
those
4 is
from
NOT
Country
dropdowns!
openissourced,
free-text
and you
https://www.facebook.com/teamboxapp/posts/10150456080777261
instead
org/forum/viewforum.php?f=14
can'tof
pick
drop-down
a contact that you called. A bunch of official YouTube accounts
No time having
scheduling
posted
for videos:
tasks, only
worketcUSA,
day
WORKetcCRM, HudsoncoAUS

Applications are SEPARATE.

Contacts are not shares among
even the Contacts tab and the
Leads tab in the CRM app.

Web forms to enter

data in an "app",
automatically
generated from the
"The most valuable feature to me is the ability to link entities any way you like. That in turn makes it easy to incrementally add information as you discover it. First contact, then a task,
fields
then a company, or any other sequence."
Useless: Territories (where
+ Sound
your team is), Competitors, Markets (geographical)
Activity sets for repeated tasks, and pipeline for opportunities
notification on
Useful: lead sources,updates
tags, integration
that targetwith lead's Twitter updates to help start small talk with lead
Better than Basecamp x 2
you. Quite
Better than Highrise x 3
Meh: industries, sales
engaging.
quotas, sales process
+ full revision
Best-looking
continuous/frequent improvements x 5+
Bad approach in general,
historyinstead
for items
of custom key=value tags
welcome email
"ability to easily link contats with multiple tasks and companies, and the way you can track relationships between contacts" x 5+

Map folders as
network drives via
WebDAV
+ Photo galleries
+ Employee
absence chart

Can download the WAR file and

run your own cloud (Java,
Apache, MySQL)

Rapportive Raplet,
quite useful - http:
//blog.entelo.
com/highriserapportive-apowerful-but-deadsimple-crmsolution/

Web page
https://andbang.
com/

Reason
No CRM, no community, very
basic. Nice quick UI.
No CRM, and no progress on that in the past year - http://getsatisfaction.com/5pm/topics/contacts-157ll. Abusing "Users" as a CRM doesn't work - there's nothing you can do to a user (e.g. tag, associate activities with).
http://www.
+ open API, GetSatisfaction
5pmweb.
+ email-driven
com/overview.php + good Gantt charts
No mention of: CRM, API,
Gmail integration, Gantt charts.
Has tags, permalinks, task
creation via email, Google
http://asana.com/product
calendar sync.
Aimed at software development.
No CRM - http://www.atlassian.
com/en/search?query=crm
http://www.futuresimple.com/base/
Also in Google Market. Sales only, simple. No project management whatsoever.
"When it began, Basecamp was great: it offered barebones functionality and fresh design, just like Thinkfuse. Today Basecamp is an unappealing mess of features, integrations and general annoyingness. Uck." -- http://www.sys-con.com/node/2128881
No Gmail gadget either
Supposedly worked as Rapportive raplet that did CRM. No longer does that as of July 2012. No Gmail integration.
http://www.brightpearl.com/
"Business management software that neatly combines eCommerce, Point-Of-Sale, Inventory, Order management, CRM and Accounting."
Appears really powerful, but no
http://www.clarizen.com/ProjectSoftware/Features.aspx
Gmail contextual gadget
Open source, but no CRM. Only
collabtive.o-dyn.de 3 devs.
250+ features, but NOTHING
about contacts management, let
alone CRM.
Slow: http://forum.comindwork.
com/default.aspx?
g=posts&t=148
Could be used "as simpliest
CRM" in some hackneyed
fashion: https://ni.comindwork.
com/open.
http://www.comindwork.com/Features
aspx/COMINDWORK/Talk/Using_Comindwork_as_simpliest_CRM_PM_system
Open source, Java/Apache,
developed by one Hungarian
guy living in Romania. Feature
http://www.dnet-ebusiness-suite.com/www/index.php/Doc/FeaturesOverview
list doesn't show tags.
CRM with task management.
Video is lame (loud computer
fan noise). Targets the Hong
Kong market. No mention of an
http://crm.embraiz.com/features.html
API or Gmail gadget.
Tiny community, http://emforge.
uservoice.com/forums/45511general. No mention of CRM.
No Gmail gadget. Made in
Russia.
Abandoned since 2008.
Apparently scriptable project
management (how?) using
http://faces.homeip.net/
Python.
Great for software development,
cool reporting options, good
wiki, but no CRM - http:
//fogbugz.stackexchange.
com/questions/3960/fogbugzhttp://www.fogcreek.com/fogbugz/features/
as-a-crm
Project management.
Marketplace allegedly has CRM
https://freedcamp.com/
app.
Targeted at repetitive similar
https://www.google.com/enterprise/marketplace/viewListing?productListingId=11340+17358797814842327061
tasks
CRM+PM. Based in UK. No
Google integration. No API. No
http://www.glasnost21.com/website/faq/
community.
Can add custom fields to
contacts, can search for that,
but can't list all fields.
Rudimentary.
Clean UI, basic task/project
management. Asana is
probably better. Google Apps
integration means just login with
Google and two-way calendar
https://www.gqueues.com/
synch.
Nice UI look. No API. No
community. No CRM
component, but they plan to
launch "GroupCamp CRM" in
Q2 2012. Gmail contextual
gadget to create tasks. No rich
text task description. Neat clean
website powered by Drupal.
http://www.groupcamp.com/project-management-tour
TRUSTe certified.
http://www.huddle.com/wp-content/downloads/technical-documentation/techdoc_fullfeaturelist.pdf
Boasts being used by "100s of governments" but doesn't have contact management other than as users of the system. No mention of tags, CRM.
Appears to do both PM and
http://www.hyperoffice.com/demos/
contact management.
CRM, Project management, but
no Gmail contextual gadget.
Weak community, with the most
recent post from Sep 2011 http://www.kpi.com/forum
http://memoranda.sourceforge.net/
Abandoned since 2007
Task management for one.
Projects are secondary. No
https://www.nirvanahq.com/tour
CRM. Looks sleek. Can tag.
"Open Atrium is an open source
platform designed specifically to
make great teams communicate
better. An intranet in a box with:
a blog, a wiki, a calendar, a to
do list, a shoutbox, and a
dashboard to manage it all. Let
s not forget that its also
completely customizable."
- no CRM: https://community.
openatrium.
com/issues/node/600, except a
forsaken stub: http://code.
mind2.net/project/atrium_crm
http://www.pivotaltracker.com/features
Aimed at software projects. API, commit hooks etc. No contact management mentioned anywhere.
Classic old school
(PHP+MySQL) task list web
application. Open-source but
code not pushed onto GitHub,
(has only rarely received
contributions; only some API
libraries are on GitHub). UI
could be more modern, and
more orthogonal (e.g. you can
have task lists in two panels,
but you can't drag items from
one list into the other). Strict
hierarchy: headers -> lists ->
tasks instead of Wrike's
infinitely nestable folders+tasks
model or Bitrix24's infinite
subtask nesting. Video needs
better marketing. Responsive
http://www.plancake.com
developer, Daniele Occhipinti.
Polished PM, allegedly used by
NASA, DoD, Boeing, Volvo and
others, emulating MS Project.
No CRM component. Gmail
"widget". No API. No forum or
suggestions site. Looks like an
old corporate animal in new
http://www.projectmanager.com/project-management.php
clothes.
Open source, somewhat active.
Poor marketing.
At a glance: http://www.
projectpier.org/6-sitemap
No API: http://www.projectpier.
org/search/node/API
No Gmail gadget, obviously
No rich test in descriptions by
default but http://www.
projectpier.org/node/2234
Tags, but not for people: http:
//www.projectpier.org/3-basichttp://www.projectpier.org/2-features-requirements
concepts
Aimed at software development.
No Gmail integration. No rich
http://redmine.org text. No tagging. No CRM.
Project and task management,
tagging, time tracking, issue
tracking. No CRM. Sleek
website. No screenshots, no
http://rocktask.com/ community.
Met Andrew Okunev, the lead
guy. Rudimentary, only does
messaging. No CRM, Gantt
http://runby.me/
charts, API, community etc.
Spreadsheet-like UI for PM. No
Gmail gadget. No community.
CRM is dubious, apparently an
application of PM - http://www.
http://www.smartsheet.com/help
smartsheet.com/sales-pipeline
Pros:
* CRM integrated Twitter and LinkedIn; can import Google conatcts
Cons:
* no real project management (compare with Wrike)
* no Gmail contextual gadget.
* cluttered UI, here's a screenshot - http://screencast.com/t/U1ndf32NMeBg
* no rich text in descriptions.
* Slow. For example, sorting a table refreshed the entire page.
* not actively developed - their blog is offtopic, seldom updated, and was started in Jan 2011. http://www.tangerinedistrict.com/blog
* community is small and poorly managed (offtopic messages, unanswered questions): http://www.tangerinedistrict.com/portal/community/mod/vanillaforum/vanilla/
http://www.tangerinedistrict.com/en/integrated-software.html
* poor integration with Google docs - http://www.tangerinedistrict.com/portal/community/mod/vanillaforum/vanilla/discussion/1037/attaching-existing-google-docs-can-it-be-dones
Focus on sharing status reports,
http://www.sys-con.com/node/2128881
not on CRM or PM
Claims PM+CRM, can't testdrive it right away (must wait for
some customer support person
to setup your account!). No
community, nothing about an
http://www.trakeze.com/learn-more
API or Gmail contextual gadget.
Rudimentary. No proper tags,
no CRM, no Gantt charts,
doesn't integrate with Gmail. My
description: http://en.wikipedia.
org/w/index.php?
title=Trello&action=historysubmit&diff=475530109&oldid=474168217
www.viewpath.
com/Products/FeatureHighlights/tabid/112/Default.aspx
No CRM.

Can add call logs, notes,

URLs, activities etc. to a
project/contact and can group
them in headings - nice

Snippets, email
scheduling
+ can be used to
group disparate
threads in Gmail

Transparency culture:
Can turn off
http://admin.worketc.com/Blogs/Development/94
unneeded features
Chrome extension
for projects! Basic
to search and add Users mention very capable time
@Mention
trackingusers
(not tested)
to email notify them and share the task - http://www.wrike.com/blog/12/20/2011/A-New-Easy
Open source projectquestion,
management,
"is this
cloud hosting
tasks - http://torch.
project for your
wbpsystems.
Knowledge base is useful onlySeamless
because it's
open/edit/save
universally searchable.
(without download/upload)
Editing isn't collaborative,
for MS Office
anddocs
there- http://www.wrike.com/blog/12/07/201
is no revisioning.
+ @mentions email you,
company
daily or
task
forreminder
a
com/google.
- limited organization:
client"
projects
- yes!
-> task lists -> tasks, instead of simply hierarchical php#Chrome
tasks in folders like Wrike
Autodetect country of phone number
Time logging/time entries