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Planview Clarizen vs ReferralCandy Comparison

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Overview

Drive focus, empower teams & deliver the work that matters with Planview Clarizen enterprise work management software for...

Customer referrals are the key to viral marketing and a thriving business. ReferralCandy automatically tracks referrals and...

  • Platforms supported
  • Web-based
  • iPhone app
  • Android app
  • Windows Phone app
  • Typical customers
  • Freelancers
  • Small businesses
  • Mid size businesses
  • Large enterprises
  • Customer support
  • Phone
  • Online
  • Knowledge base
  • Video tutorials
  • Platforms supported
  • Web-based
  • iPhone app
  • Android app
  • Windows Phone app
  • Typical customers
  • Freelancers
  • Small businesses
  • Mid size businesses
  • Large enterprises
  • Customer support
  • Phone
  • Online
  • Knowledge base
  • Video tutorials

Video & Screenshots

Pricing

Starting from

No info

  • Free trial available
  • No credit card required
  • Free account
  • Subscription based
Starting from
$

49

/momonth
  • Free trial available
  • No credit card required
  • Free account
  • Subscription based

User reviews

5

4

3

2

1

78

74

11

2

3

  • Value for money
  • Ease of use
  • Features
  • Customer support
97%
would recommend this app

5

4

3

2

1

133

56

12

2

2

  • Value for money
  • Ease of use
  • Features
  • Customer support
97%
would recommend this app

Pros

Ability to use for multiple solutions in addition to Agile Project Management. I've been in the business for over 30 years and Clarizen Customer Care in the best I've experienced in a very long time.

KJ

Kevin J.

The best aspect of this platform, for me, is the ease in which I can see each of my team member's project load. This enables me to better time manage all the resources available in my team.

CC

Christopher C.

All of the people we've dealt with are likable and eager to help...just not on our terms, which is the place they could improve the most.

JH

Jeff H.

Pros

He's right on any issues I have with my backend support needs and has been very helpful to me in upping our referral game. Thanks for some outstanding service, team.

AW

Andrée W.

The customer account portal allows users to manage their referrals and see their rewards, which is nice. RC's customer service is always responsive and honest.

MW

Maxine W.

Great product, does the job well! and amazing support. We are excited to launch our site and to see if our referral program would bring in revenue.

WB

Winny B.

Cons

Can be a pain in the ass to configure when the application need to so specific for your organization.

YB

Yari B.

The fact that there are so many features also has a downside.

MS

Maria S.

Our biggest struggle comes with the idea that a PSA should be a three legged stool (projects/task management, time tracking/resource management, and project financial management).

GS

Garret S.

Cons

That it is not integrated with ECWID. I had a problem with the system to recognize INVOICES that were coming in.

AR

Anonymous Reviewer

Internally testing the functionality of a new referral program is a pain.

MP

Mirna P.

It was confusing if it would work without my clients needing to use a payment.

EV

Elizabeth V.

  • Vendor responds to reviews
  • Last review3 months ago
  • Vendor responds to reviews
  • Last review3 months ago

Key features

  • Total features86
  • API
  • Access Controls/Permissions
  • Activity Dashboard
  • Activity Tracking
  • Agile Methodologies
  • Alerts/Notifications
  • Approval Process Control
  • Assignment Management
  • Billing & Invoicing
  • Budget Management
  • Budgeting/Forecasting
  • Business Process Automation
  • CRM
  • Calendar Management
  • Campaign Management
  • Change Management
  • Client Portal
  • Collaboration Tools
  • Compliance Tracking
  • Configurable Workflow
  • Contact Management
  • Cost-to-Completion Tracking
  • Create Subtasks
  • Customizable Dashboard
  • Customizable Fields
  • Customizable Templates
  • Dashboard
  • Dashboard Creation
  • Document Management
  • Drag & Drop
  • Estimating
  • Expense Tracking
  • File Sharing
  • Forecasting
  • Forms Management
  • Gantt/Timeline View
  • Graphical Workflow Editor
  • Idea Management
  • Issue Management
  • Kanban Board
  • Lead Engagement
  • Milestone Tracking
  • Mobile Access
  • No-Code
  • Percent-Complete Tracking
  • Planning Tools
  • Portfolio Management
  • Prioritization
  • Progress Reports
  • Progress Tracking
  • Project Accounting
  • Project Management
  • Project Planning
  • Project Planning/Scheduling
  • Project Templates
  • Project Time Tracking
  • Project Tracking
  • Project Workflow
  • Projections
  • Proposal Generation
  • Quotes/Estimates
  • Real Time Analytics
  • Real Time Data
  • Real Time Notifications
  • Real-time Updates
  • Recurring Tasks
  • Referral Tracking
  • Reporting & Statistics
  • Reporting/Analytics
  • Reporting/Project Tracking
  • Requirements Management
  • Resource Allocation & Planning
  • Resource Management
  • Rewards Management
  • Risk Management
  • Role-Based Permissions
  • Search/Filter
  • Status Tracking
  • Task Editing/Updating
  • Task Management
  • Task Planning
  • Task Progress Tracking
  • Task Scheduling
  • Task Tagging
  • Testing/QA Management
  • Third Party Integrations
  • Time & Expense Tracking
  • Time Tracking
  • Timesheet Management
  • Traditional Methodologies
  • Workflow Configuration
  • Total features6
  • API
  • Access Controls/Permissions
  • Activity Dashboard
  • Activity Tracking
  • Agile Methodologies
  • Alerts/Notifications
  • Approval Process Control
  • Assignment Management
  • Billing & Invoicing
  • Budget Management
  • Budgeting/Forecasting
  • Business Process Automation
  • CRM
  • Calendar Management
  • Campaign Management
  • Change Management
  • Client Portal
  • Collaboration Tools
  • Compliance Tracking
  • Configurable Workflow
  • Contact Management
  • Cost-to-Completion Tracking
  • Create Subtasks
  • Customizable Dashboard
  • Customizable Fields
  • Customizable Templates
  • Dashboard
  • Dashboard Creation
  • Document Management
  • Drag & Drop
  • Estimating
  • Expense Tracking
  • File Sharing
  • Forecasting
  • Forms Management
  • Gantt/Timeline View
  • Graphical Workflow Editor
  • Idea Management
  • Issue Management
  • Kanban Board
  • Lead Engagement
  • Milestone Tracking
  • Mobile Access
  • No-Code
  • Percent-Complete Tracking
  • Planning Tools
  • Portfolio Management
  • Prioritization
  • Progress Reports
  • Progress Tracking
  • Project Accounting
  • Project Management
  • Project Planning
  • Project Planning/Scheduling
  • Project Templates
  • Project Time Tracking
  • Project Tracking
  • Project Workflow
  • Projections
  • Proposal Generation
  • Quotes/Estimates
  • Real Time Analytics
  • Real Time Data
  • Real Time Notifications
  • Real-time Updates
  • Recurring Tasks
  • Referral Tracking
  • Reporting & Statistics
  • Reporting/Analytics
  • Reporting/Project Tracking
  • Requirements Management
  • Resource Allocation & Planning
  • Resource Management
  • Rewards Management
  • Risk Management
  • Role-Based Permissions
  • Search/Filter
  • Status Tracking
  • Task Editing/Updating
  • Task Management
  • Task Planning
  • Task Progress Tracking
  • Task Scheduling
  • Task Tagging
  • Testing/QA Management
  • Third Party Integrations
  • Time & Expense Tracking
  • Time Tracking
  • Timesheet Management
  • Traditional Methodologies
  • Workflow Configuration

Integrations

  • Total integrations20
  • Asana
  • Basecamp
  • Box
  • Dropbox Business
  • GitHub
  • Gmail
  • Google Calendar
  • Google Drive
  • Jira
  • Microsoft 365
  • Microsoft Excel
  • Microsoft Outlook
  • Microsoft Teams
  • QuickBooks Online
  • QuickBooks Online Advanced
  • Salesforce Sales Cloud
  • Slack
  • Trello
  • Zapier
  • Zendesk
  • Total integrations8
  • Asana
  • Basecamp
  • Box
  • Dropbox Business
  • GitHub
  • Gmail
  • Google Calendar
  • Google Drive
  • Jira
  • Microsoft 365
  • Microsoft Excel
  • Microsoft Outlook
  • Microsoft Teams
  • QuickBooks Online
  • QuickBooks Online Advanced
  • Salesforce Sales Cloud
  • Slack
  • Trello
  • Zapier
  • Zendesk