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Planview Clarizen vs Pre-Approve Me Comparison

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Overview

Planview Clarizen is an award-winning enterprise work management solution for project portfolio management (PPM) and professional...

Pre-Approve Me is a mobile mortgage automation & point of sale (POS) solution designed to help loan officers & mortgage companies...

  • 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

No info

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

User reviews

5

4

3

2

1

78

74

11

3

3

  • Value for money
  • Ease of use
  • Features
  • Customer support
96%
would recommend this app

5.0

5

4

3

2

1

4

0

0

0

0

  • Value for money
  • Ease of use
  • Features
  • Customer support
100%
would recommend this app

Pros

The vendor is very nice to deal with from a sales perspective, as well as with training. We are very pleased with Clarizen and will continue to use it after our initial subscription is up.

TL

Tony L.

Clarizen is a great product with fantastic support. Their webinars are great examples of how to do things right, they have Q&A sessions that anyone can join and get all of your questions answers.

AR

Anonymous Reviewer

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

Not enoughreviews yet

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

Not enoughreviews yet

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

Key features

  • Total features100
  • API
  • Access Controls/Permissions
  • Activity Dashboard
  • Activity Tracking
  • Agile Methodologies
  • Alerts/Notifications
  • Amortization Schedule
  • Approval Process Control
  • Assignment Management
  • Billing & Invoicing
  • Budget Management
  • Budgeting/Forecasting
  • Business Process Automation
  • CRM
  • Calendar Management
  • Capacity Management
  • Change Management
  • Charting
  • Client Database
  • Client Portal
  • Collaboration Tools
  • Commenting/Notes
  • Compliance Management
  • Compliance Tracking
  • Configurable Workflow
  • Contact Database
  • Contact Management
  • Cost-to-Completion Tracking
  • Create Subtasks
  • Customizable Dashboard
  • Customizable Fields
  • Customizable Reports
  • Customizable Templates
  • Dashboard
  • Dashboard Creation
  • Data Import/Export
  • Data Visualization
  • Deadline Management
  • Document Management
  • Electronic Applications
  • Email Marketing
  • Estimating
  • Expense Tracking
  • File Sharing
  • For Borrowers
  • Forecasting
  • Forms Management
  • Gantt/Timeline View
  • Government Loans
  • Graphical Workflow Editor
  • Idea Management
  • Integrations Management
  • Issue Management
  • Kanban Board
  • Lead Management
  • Loan Management
  • Loan Origination
  • Milestone Tracking
  • Mobile Access
  • Multi-Branch
  • Multi-Company
  • Multiple Projects
  • No-Code
  • Percent-Complete Tracking
  • Pipeline Management
  • Planning Tools
  • Portfolio Management
  • Pre-Qualification
  • Pricing 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 Reporting
  • Real-time Updates
  • Recurring Tasks
  • Refinance Management
  • Reporting & Statistics
  • Reporting/Analytics
  • Reporting/Project Tracking
  • Requirements Management
  • Residential Mortgages
  • Resource Allocation & Planning
  • Resource Management
  • Resource Request
  • Resource Scheduling
  • Risk Management
  • Role-Based Permissions
  • Search/Filter
  • Skills Tracking
  • 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
  • Utilization Reporting
  • Visual Presentation
  • Workflow Configuration
  • Workflow Management
  • Total features23
  • API
  • Access Controls/Permissions
  • Activity Dashboard
  • Activity Tracking
  • Agile Methodologies
  • Alerts/Notifications
  • Amortization Schedule
  • Approval Process Control
  • Assignment Management
  • Billing & Invoicing
  • Budget Management
  • Budgeting/Forecasting
  • Business Process Automation
  • CRM
  • Calendar Management
  • Capacity Management
  • Change Management
  • Charting
  • Client Database
  • Client Portal
  • Collaboration Tools
  • Commenting/Notes
  • Compliance Management
  • Compliance Tracking
  • Configurable Workflow
  • Contact Database
  • Contact Management
  • Cost-to-Completion Tracking
  • Create Subtasks
  • Customizable Dashboard
  • Customizable Fields
  • Customizable Reports
  • Customizable Templates
  • Dashboard
  • Dashboard Creation
  • Data Import/Export
  • Data Visualization
  • Deadline Management
  • Document Management
  • Electronic Applications
  • Email Marketing
  • Estimating
  • Expense Tracking
  • File Sharing
  • For Borrowers
  • Forecasting
  • Forms Management
  • Gantt/Timeline View
  • Government Loans
  • Graphical Workflow Editor
  • Idea Management
  • Integrations Management
  • Issue Management
  • Kanban Board
  • Lead Management
  • Loan Management
  • Loan Origination
  • Milestone Tracking
  • Mobile Access
  • Multi-Branch
  • Multi-Company
  • Multiple Projects
  • No-Code
  • Percent-Complete Tracking
  • Pipeline Management
  • Planning Tools
  • Portfolio Management
  • Pre-Qualification
  • Pricing 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 Reporting
  • Real-time Updates
  • Recurring Tasks
  • Refinance Management
  • Reporting & Statistics
  • Reporting/Analytics
  • Reporting/Project Tracking
  • Requirements Management
  • Residential Mortgages
  • Resource Allocation & Planning
  • Resource Management
  • Resource Request
  • Resource Scheduling
  • Risk Management
  • Role-Based Permissions
  • Search/Filter
  • Skills Tracking
  • 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
  • Utilization Reporting
  • Visual Presentation
  • Workflow Configuration
  • Workflow Management

Integrations

  • Total integrations20
  • Asana
  • Basecamp
  • Dropbox Business
  • GitHub
  • GitLab
  • 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 integrations1
  • Asana
  • Basecamp
  • Dropbox Business
  • GitHub
  • GitLab
  • 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