Shortlist Features

Shortlist

Freelancer Management System

4.56/5 (45 reviews)

Competitor Feature Comparison

API
Access Controls/Permissions
Accounting Integration
Activity Dashboard
Activity Tracking
Alerts / Escalation
Alerts/Notifications
Approval Process Control
Archiving & Retention
Assessment Management
Assignment Management
Audit Management
Audit Trail
Automated Scheduling
Bid Management
Billing & Invoicing
Budgeting/Forecasting
Calendar Management
Collaboration Tools
Communication Management
Compliance Management
Compliance Tracking
Configurable Workflow
Contract/License Management
Contractor Database
Contractor Management
Customizable Fields
Customizable Forms
Customizable Reports
Customizable Templates
Data Import/Export
Digital Signature
Document Management
Document Storage
E-Verify/I-9 Forms
Electronic Forms
Electronic Signature
Email Management
Employee Activity Monitoring
Employee Database
Employee Handbook
Employee Management
Employee Onboarding
Employee Profiles
Employee Scheduling
Environmental Compliance
File Management
Forms Management
Full Text Search
Invoice Management
Invoice Processing
Job Description Management
Job Management
Labor Forecasting
Live Chat
Meeting Management
Mentorship
Monitoring
Multi-Currency
Multiple Projects
Offboarding
Onboarding
Online Time Clock
Orientation Workflow Management
Payroll Management
Performance Metrics
Process/Workflow Automation
Procurement Management
Project Management
Qualification Tracking
Quotes/Estimates
Real Time Analytics
Real Time Data
Real Time Notifications
Real-time Updates
Recruitment Management
Reminders
Remote Access/Control
Remote Support
Reporting/Analytics
Requisition Management
Risk Management
Safety Management
Scheduling
Search/Filter
Self Service Portal
Shift Swapping
Single Sign On
Skills Tracking
Sourcing Management
Spend Analysis
Spend Management
Subcontractor Management
Summary Reports
Supplier Management
Surveys & Feedback
Task Management
Time Off Management
Time Tracking
Timesheet Management
Training Management
Transaction History
Variable Workforce
Vendor Management
Vendor Master Data Management
Vendor Payment
Version Control
Visit WebsiteCompare App
API
Access Controls/Permissions
Accounting Integration
Activity Dashboard
Activity Tracking
Alerts / Escalation
Alerts/Notifications
Approval Process Control
Archiving & Retention
Assessment Management
Assignment Management
Audit Management
Audit Trail
Automated Scheduling
Bid Management
Billing & Invoicing
Budgeting/Forecasting
Calendar Management
Collaboration Tools
Communication Management
Compliance Management
Compliance Tracking
Configurable Workflow
Contract/License Management
Contractor Database
Contractor Management
Customizable Fields
Customizable Forms
Customizable Reports
Customizable Templates
Data Import/Export
Digital Signature
Document Management
Document Storage
E-Verify/I-9 Forms
Electronic Forms
Electronic Signature
Email Management
Employee Activity Monitoring
Employee Database
Employee Handbook
Employee Management
Employee Onboarding
Employee Profiles
Employee Scheduling
Environmental Compliance
File Management
Forms Management
Full Text Search
Invoice Management
Invoice Processing
Job Description Management
Job Management
Labor Forecasting
Live Chat
Meeting Management
Mentorship
Monitoring
Multi-Currency
Multiple Projects
Offboarding
Onboarding
Online Time Clock
Orientation Workflow Management
Payroll Management
Performance Metrics
Process/Workflow Automation
Procurement Management
Project Management
Qualification Tracking
Quotes/Estimates
Real Time Analytics
Real Time Data
Real Time Notifications
Real-time Updates
Recruitment Management
Reminders
Remote Access/Control
Remote Support
Reporting/Analytics
Requisition Management
Risk Management
Safety Management
Scheduling
Search/Filter
Self Service Portal
Shift Swapping
Single Sign On
Skills Tracking
Sourcing Management
Spend Analysis
Spend Management
Subcontractor Management
Summary Reports
Supplier Management
Surveys & Feedback
Task Management
Time Off Management
Time Tracking
Timesheet Management
Training Management
Transaction History
Variable Workforce
Vendor Management
Vendor Master Data Management
Vendor Payment
Version Control
Visit WebsiteCompare App
API
Access Controls/Permissions
Accounting Integration
Activity Dashboard
Activity Tracking
Alerts / Escalation
Alerts/Notifications
Approval Process Control
Archiving & Retention
Assessment Management
Assignment Management
Audit Management
Audit Trail
Automated Scheduling
Bid Management
Billing & Invoicing
Budgeting/Forecasting
Calendar Management
Collaboration Tools
Communication Management
Compliance Management
Compliance Tracking
Configurable Workflow
Contract/License Management
Contractor Database
Contractor Management
Customizable Fields
Customizable Forms
Customizable Reports
Customizable Templates
Data Import/Export
Digital Signature
Document Management
Document Storage
E-Verify/I-9 Forms
Electronic Forms
Electronic Signature
Email Management
Employee Activity Monitoring
Employee Database
Employee Handbook
Employee Management
Employee Onboarding
Employee Profiles
Employee Scheduling
Environmental Compliance
File Management
Forms Management
Full Text Search
Invoice Management
Invoice Processing
Job Description Management
Job Management
Labor Forecasting
Live Chat
Meeting Management
Mentorship
Monitoring
Multi-Currency
Multiple Projects
Offboarding
Onboarding
Online Time Clock
Orientation Workflow Management
Payroll Management
Performance Metrics
Process/Workflow Automation
Procurement Management
Project Management
Qualification Tracking
Quotes/Estimates
Real Time Analytics
Real Time Data
Real Time Notifications
Real-time Updates
Recruitment Management
Reminders
Remote Access/Control
Remote Support
Reporting/Analytics
Requisition Management
Risk Management
Safety Management
Scheduling
Search/Filter
Self Service Portal
Shift Swapping
Single Sign On
Skills Tracking
Sourcing Management
Spend Analysis
Spend Management
Subcontractor Management
Summary Reports
Supplier Management
Surveys & Feedback
Task Management
Time Off Management
Time Tracking
Timesheet Management
Training Management
Transaction History
Variable Workforce
Vendor Management
Vendor Master Data Management
Vendor Payment
Version Control
Learn moreCompare App

Shortlist Feature Reviews

25 reviewers had the following to say about Shortlist's features:

Anonymous
( company, 11-50 employees)

Shortlist fills a gap for contractors that has been long overlooked.

2018-07-17

Pros

Shortlist's focus on 1099 contractors is a welcomed addition to the world of management systems.

Cons

Shortlist relies upon a third party payment processor called Qwil and this can make invoicing and payments a bit difficult.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Weekly

Source: Capterra
Helpful?   Yes   No
Read more
Melanie H.

Exceptional Customer Service/Great company

2018-08-25

When our previous payment provider was acquired, we searched for a new company that could provide both payment processing and an onboarding/management system for our outside contractors.

Pros

Ease of use and ability to integrate with our internal platform Demonstrated ease of onboarding and payment tracking for our outside contractors Reporting features

Cons

Have not had any difficulties navigating thus far

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Weekly

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Justine S.

Excellent product! Shortlist has streamlined several of our internal freelancer management processes

2017-10-20

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

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.

Cons

However, I'd love to see more customization options, especially in regards to freelancer profiles and the internal performance tracking system.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No

Response from Shortlist


Thanks Justine, really appreciate this!

Read more
Robert M.

Verified Reviewer

A cure for the mess of vendor and freelancer management

2016-05-11

Really smart automation that saves time and effort. Great design to consolidate what was once tedious, manual processes.

Pros

Automated on-boarding and performance management tools.

Cons

Have not found any at this time.

Time used: Less than 6 months

Source: GetApp
Helpful?   Yes   No
Read more
Sebastien M.

Verified Reviewer

Manage your external partners with Flexibility

2016-04-22

I could use the platform for a while to manage personal design projects and it helped me save considerable time to find the relevant partners to work with within a few days

Pros

-Very nice and easy to use interface -Access to a large database of talents worldwide

Cons

-No Mobile version yet

Rating breakdown

Value for money
Ease of use
Customer support

Time used: Less than 6 months

Source: GetApp
Helpful?   Yes   No
Read more
Jose M. T.

Verified Reviewer

Vendor Recruiting - Fast and Reliable

2016-04-21

I started using this tool in order to keep track of several projects I had to develop with external vendors which were usually managed over e-mail.

Pros

Get a project ready to be shared with vendors in no time. - Possibility of setting up deadlines for proposals and final submissions

Cons

- No Mobile access. - Sometimes difficult to find the thread to reply to your vendor's message

Rating breakdown

Value for money
Ease of use
Customer support

Time used: Less than 6 months

Source: GetApp
Helpful?   Yes   No
Read more
Anonymous
(Marketing and Advertising company, 1-10 employees)

Good from the freelancer side - hard from the other side.

2019-01-28

I love it for the project management side, but until the software simplifies the payment system I likely won't be able to use it much more.

Pros

Plus, the Shortlist system sends notifications everytime I make an update.

Cons

As a result, we only used Shortlist as a project management system and not a full-service payment system.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Weekly

Likelihood to recommend

6/10
Source: Capterra
Helpful?   Yes   No
Read more
Nate B.

Shortlist is great and getting better!

2018-08-15

Customer support and the rest of team at Shortlist have been great to work with. They have followed through constantly to make sure the system is working for us and are quick to turn around any requests or answer any questions. Great customer experience!

Pros

Shortlist is user-friendly and has a lot of nice features that help me better manage my team of freelancers. I like that freelancers can set up their own profiles and set their availability, so I know at a moment's glance who will be best for a particular project.

Cons

Shortlist does have limited reporting and project-tracking features.

Rating breakdown

Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Daily

Likelihood to recommend

9/10
Source: Capterra
Helpful?   Yes   No

Response from Shortlist


Hi Nate,

Thanks a lot a lot for your review! We recently launched a very extensive reporting module, We will make sure to reach out to you shortly to demonstrate this to make sure it matches your needs.

Thanks again,
Martin

Read more
Mat L.

Verified Reviewer

Simple, flexible, powerful!

2016-04-19

Very quick and easy to onboard preferred freelancers / consultants / vendors or use their database, a logical user friendly workflow to engage with your preferred for new service or product needs, then compare, rate and award.

Pros

1. Super easy to onboard freelancers, consultants and vendors. 2.

Cons

Requires some change management to get people to use the tool, but is about 1% of the change needed verses other eProcurement or eSourcing tools, given how clunky and difficult they are to use!

Rating breakdown

Value for money
Ease of use
Customer support

Time used: 6-12 months

Source: GetApp
Helpful?   Yes   No
Read more
Allen R.

Too expensive. clunky. contractor's complained

2021-09-07

It was too frustrating/expensive and we realized we could make our CRM do all the most important features of project management and not spend any more money on it.

Pros

the best thing was contractors always knew how much they'd get paid at any give time for any given project.

Cons

It was expensive. $3/contractor - even if you were only paying $30.00 - Also, there were huge delays between submitting payroll and contractors receiving their money.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Daily

Likelihood to recommend

2/10
Source: Capterra
Helpful?   Yes   No
Read more
Agnes S.

The perfect tool for handling a lot of people

2020-11-19

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.

Pros

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.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No

Response from Shortlist


Thank you!

Read more
Matthew S.

Excellent piece of software

2020-04-30

Pros

Ability to easily search our third-party collaborators, request information from them, and keep our relationships up to date Particularly helpful for signing documents and keeping supplier information accuate

Cons

Sometimes the structure could be a bit rigid if we wanted changes

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Weekly

Likelihood to recommend

7/10
Source: Capterra
Helpful?   Yes   No
Read more
Smile L.

Excellent service provider and outstanding service

2018-08-24

Pros

Shortlist provides an user friendly environment and they can always customize per our request. Information on the platform are straightforward and our payee are invited to the platform timely. Payment are processed timely and accurately. Service team are always responsive and willing to solve any problem.

Cons

If we could download customize report from the platform that if would be perfect!

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Anonymous
(E-Learning company, 11-50 employees)

great tool, geat team; simple and effective

2018-08-03

I love the team behind the tool. Always there to help and looking for my satisfaction

Pros

Finally a quick and easy way to track, search and reviews all my vendors.

Cons

Some feature here and there doesn't meet exactly my requirement

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Weekly

Likelihood to recommend

9/10
Source: Capterra
Helpful?   Yes   No
Read more
Jon H.

Verified Reviewer

New and excellent way to manage vendors

2016-04-19

Just started to use Shortlist for vendor and freelance management at our agency and we already optimizing work flows (once we got the freelancers to commit to use it!).

Pros

Light & quick experience and to manage resourcing, invoicing / contracts.

Cons

New platform, hard to convince some freelancers to use it. (Though the linked in login helped a lot).

Rating breakdown

Value for money
Ease of use
Customer support

Time used: Free Trial

Source: GetApp
Helpful?   Yes   No
Read more
Jonas K. S.

Verified Reviewer

Great way to manage freelancers & Vendors

2016-04-22

Shortlist is a great way to manage all aspects of the freelance and vendor management process.

Rating breakdown

Value for money
Ease of use
Customer support

Time used: 6-12 months

Source: GetApp
Helpful?   Yes   No
Read more
Sam P.

Total satisfaction from the start.

2017-12-12

Pros

It actually solves the problem I had, and it allows me to go places I wasn't sure I could when solving the vendor management problems with which I was struggling.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Daily

Source: Capterra
Helpful?   Yes   No

Response from Shortlist


Thank you Sam!

Read more
Christopher J.

Impressed over and over again

2020-09-01

The Shortlist team has gone above and beyond many times. Most recently I had a few urgent questions that I needed answered and Soobin Kang personally called me outside of typical business hours and made sure I got everything I needed figured out. He continues to check in and make sure that my experience is nothing but the best. The product is amazing, but the customer service is even better. I can't say enough great things about the Shortlist team.

Pros

Shorltist is everything I needed from a contractor management software. they keep improving and listening to their customers and I am always impressed.

Cons

The cons, not many cons here. The only thing I would say is its so secure that sometimes It can take a little bit to log in if you forgot your password like myself:) But I ultimately look at this as a positive as Shortlist is holding lots of sensitive information. So security is a huge plus.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Weekly

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Louise F.

Highly recommended

2018-09-07

We managed to bring our APAC freelance team onboard (over 400 individuals) within a three month period. This enabled us to align all documentation, share resources, identify gaps, distribute work in a much more efficient and organized manner. The whole experience with the Customer Success team was a huge positive! Solution focused, responsive and overall an incredibly nice team to work with.

Pros

Being able to see our freelance talent's portfolio in one easy-to-use platform was such an advantage for our teams to ensure the right talent was engaged.

Cons

I would love to see more reporting functionality - but I know it's on the way - once that is in place this is a brilliant software for any company to bring on-board to manage freelance talent

Rating breakdown

Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
GABRIEL A.

Lots of capabilities, but under delivered and poor customer service

2019-05-30

Endless issues with payments and keeping track of the status of payments (some payments marked as paid even when the contractor doesnt actually have funds).

Pros

Lots of functionality. But poor use of features

Cons

Payments are incredibly slow, and never on time. Takes 2-3 weeks to process and with holidays can delay payments longer.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Daily

Likelihood to recommend

0/10
Source: Capterra
Helpful?   Yes   No
Read more
Loryn E.

The FMS of my dreams!

2018-08-03

I found Shortlist via Google search, and from my very first contact I've been impressed with the software and especially, the team.

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

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Anonymous
A verified reviewer

Overall, the Shortlist team has exceeded my expectations! I look forward to my interactions w/ them.

2017-10-28

-Effective process techniques for recruiting, onboarding, growing, and managing our network of partners -Enables our business to scale

Pros

-Open to accommodating and exploring our needs (e.g. updated search functionality based on our needs & feedback) -Shortlist team has the technical capabilities to support our industry-specific needs -Most of our users accept and fill out their profile in <24hrs of us sending the invitation (Indicates this process doesn't take too much of their time and is easy to work through)

Cons

Not much to note here, but I'll get into the weeds so I can provide constructive feedback: The process for adding a partner to multiple groups can take a little more time than I would like.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No

Response from Shortlist


Thank you for your review!

Read more
Jennifer N.

Verified Reviewer

I love Shortlist! Great Features: Versatile and Easy to Use!

2017-09-12

Pros

The app is extremely versatile and easy to use.

Cons

They do not have a mobile yet. I am being told it is coming soon in 2018.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Daily

Likelihood to recommend

10/10
Source: GetApp
1 of 1 people found this review helpful
Helpful?   Yes   No
Read more
Adam J.

A True End-to-End Workforce Management Platform

2017-02-20

We set out to build our own solution but were fortunate enough to come across Shortlist before we made a decision. Shortlist solved our immediate need as well as gave us features we heavily utilize but had not previously considered, let alone had the budget and runway to build our own features such as Talent Pools. There has not been much need for customer support based on our experience, but the few times we have needed to get in touch with Shortlist we've been impressed and our needs quickly met. In short, you'd be crazy to build your own software because Shortlist has already built the features and functionality and offers their solution for a monthly subscription.

Pros

Simplicity to get started, consistent updates, improvements, and new features are released. Software has the look and feel of a proper enterprise application.

Cons

It requires some effort to maintain your database and keep things current but this is to be expected if you have a lot of activity.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Daily

Likelihood to recommend

9/10
Source: Capterra
Helpful?   Yes   No
Read more
JENNA B.

Best Contractor Database Software

2018-09-14

Software is great, customer service is great, excited to see it continue to improve and grow!

Pros

The simple, clean interface to keep track of all our approved contractors.

Cons

The pricing could be better, it's higher than what most other software charges.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Weekly

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more