A streamlined solution to freelancer management! We used to have a fragmented system that involved using several tools for various parts of freelancer management: onboarding, information tracking, project assignments, performance tracking, etc. We are now able to fulfill all of these duties using one single platform, which drastically cuts our admin time and creates a smoother, more consistent workflow and user experience.
Pros
From an internal perspective, Shortlist greatly reduced our admin time spent on freelancer management and allowed us to centralize many management duties. The platform helped us to streamline freelancer onboarding, information tracking, project assignments, performance tracking, and more. Before Shortlist, we were using several different tools to accomplish what is now done in one single platform!
The project assignment functionality was the biggest attraction for us. It's the most robust I've seen, offering several assignment workflows. Our company works on a bidding system -- freelancers essentially opt into potential projects by bidding for work -- and Shortlist seamlessly supports and has enhanced our system.
In addition, the platform is very user friendly for both administrators and freelancers. Although the platform offers a robust selection of tools to assist in freelancer and vendor management, the interface is clean, simple, and easy to navigate. The user friendly workflow greatly reduces the potential for confusion or questions, which is vital when working with a large external workforce.
Lastly, the Shortlist team is clearly committed to the success of their customers. The team has been extremely communicative, receptive to feedback, and quick to offer helpful insights or suggestions on how to maximize use of the platform.
Cons
There's nothing I explicitly dislike about the platform. However, I'd love to see more customization options, especially in regards to freelancer profiles and the internal performance tracking system.
Thanks Justine, really appreciate this!
Rating breakdown
Likelihood to recommend: 10/10
When I began the hunt for a FMS for our small start-up, I was working out of no less than five massive spreadsheets -- not to mention the hundreds of files floating around -- just to keep track of our freelance projects and payments. I found Shortlist via Google search, and from my very first contact I've been impressed with the software and especially, the team. I was able to consolidate all of my scattered processes into one location, and the ability to manage all aspects of a freelancer's work cycle, from on-boarding to assignments to payment, has shaved countless hours off my work day. I think my absolute favorite part of working with Shortlist though has been the amazing team of people devoted to helping ensure that we have the best product to work with. The sales team wasn't pushy, the tech team is always available for help or improvements, and our customer success rep has been an absolute pleasure to work with. I can't say enough good things about Shortlist, and how vastly it's improved and streamlined our processes, and in turn, our own work flows.
Pros
*Integration with Hello Sign takes so much pain out of the on-boarding process
*Speaking of which, the customizable on-boarding is bar none
*Payments are easy to set up and schedule
*Freelancers love it
*Intuitive set up; you can tell it was designed with the user experience in mind
*Amazing responsiveness of team
Cons
Only one: I do a lot of bulk work, and it can get tedious as times. For example, I may have 25 of the same type of assignment going out. If I need to change the rate on them, I have to visit each one individually (can't open in new tabs), change it, and get back to the projects screen, which is now unsorted. So I have to resort to find my items and start the process again.
Rating breakdown
Likelihood to recommend: 10/10
The ability to share curation with our talent pool across our various internal stakeholders.
Pros
That we can have ratings, reviews and contextual information about our talent pool. It makes curating our talent much easier.
Cons
The design feels a bit dated and the functionality fails sometimes. It feels like a product that is very much still in development and lacks polish. Also, we have not used the Project RFP/RFP functionality as much as originally anticipated - although that is not necessarily the result of the software.
However, the lack of flexibility in modifying questionnaires feels clunky at best and downright annoying at worst.
Rating breakdown
Likelihood to recommend: 6/10
Overall, our experience with Shortlist has been fantastic. Our business uses the tool a little differently and they have been accommodating to our needs. They are constantly improving their product and it is great to see those updates frequently. The customer service is top notch and everyone is warm and friendly. Most of my contractors are impressed with the system. They appreciate how easy it is to do business with us now that we have Shortlist.
Pros
I really like that this system allows me to keep everything in one place. I used to have information all over the place (emails, Adobe cloud, paper files, Sharepoint, word/excel files, etc). My team used to wait on me for information that they now have at the click of a button. It has streamlined my process so significantly and it costs less than hiring another person to help me.
Cons
One improvement that I would like to see is in the search function. I think it would be great if you could search certain key words in certain places of a profile. For example, in the resume, description or internal notes. It would also be nice to see the keywords highlighted so that it is obvious where in the profile it is located. Being able to preview a document without having to download would be beneficial for my team.
Thanks Jessica! These are some great suggestions for improvement. Let's cover on our next Customer Success check in call.
Rating breakdown
Likelihood to recommend: 10/10
As the only content manager at the team I am responsible for around 100 people. I have to hire, onboard new talent, and give out tasks to the already existing team of translators and voice talents and run projects parallel for many languages. Shortlist made this insanely huge and complex task mindblowingly easy. Steps that I had to do 30-50 times per project can now be done with 3 clicks. The site is super easy to use, the contractors had no problem applying, registering or later using the site and its functions.
Pros
Using Shortlist made it so much easier to handle our whole translator and voice talent team. I could move away from emails and have everything in one place from job ads, hiring, actual projects and task management to invoicing. I don't have to search back anymore in endless emails, every person and project has all the information on one site. I also love how many things can be integrated, especially the Slack notifications. We also got outstanding support from the Shortlist team, from setting up our account to monthly check-ins and personalisation.
Cons
A bit more bulk editing options would be great for the tasks, I have to enter and edit info one-by-one now for all.
Thank you!
Rating breakdown
Likelihood to recommend: 10/10
Paid plans starting at $500 per month + implementation fee
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Singapore (English)
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United Kingdom (English)