ProWorkflow vs Synergy Practice Management Comparison

Task management & Projects, It has a nice Dashboard & makes things simple

doesn't have calendar management & reminders

I like having access to task templates.

The software seems to be suited for task management and is very text driven. Given the fact that we will have at least 50 projects at one time, dashboards don't really help us very well and i can't drill down or up visually. I also do not like that I can't get reporting on contractors/contingent workers - we outsource all of our work, and it's impossible for our leads to get a handle on due dates without going into the details of each individual project. As a project manager, I can't see milestones or do milestone reporting (this is related to dashboards.

Depth of customisation for data management

More financial reporting capablity would be great such as % likelihood of revenue etc

I've been a subscriber since 2011. In the last years the number of new functions skyrocketed. I love that we can add custom fields, it is really helpful. I am also happy with the quote and invoice module, the Xero integration is crucial for us. I can't imagine my company without PWF.

Possible improvements: - direct email import to projects - a bit more fancy Fixed Cost Items list editor - thumbnails for the pictures

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Detailed workload report, the dashboard gives a comprehensive overview of your projects

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Flow of the tool, captures all items required for Project management, budgeting, workload, etc

timesheet and expense entry way to complicated and hard on the eyes. Does not limit the resources to only see their projects they are allocated too, which makes it difficult for resources to review only their workload. Does not allow timesheets and expenses to be locked once submitted, which results in the risk of hours being edited once invoiced. Does not allow for mandatory comments against each time entry which is key for our consulting business and invoicing. Does not integrate with QuickBooks Canada online.

THE VISUAL TIME SHEET VIEW OF THE DAY IS CRITICAL FOR TIME TRACKING AND MANAGEMENT.

I wish the gant chart system was usable and able to export to share.

Great project management tool. Great for scheduling tasks. Love the interface and enjoy using it.

Search can do with some imrprovement to search for keyords or meta data instead of name. Reporting tools are also quite limited,

Simple but robust, does everything we need from time tracking, project/task management and assignment to invoicing

Might not have been the coolest looking option to start with but has gotten steadily better, but regardless, the functionality is the key and it doesn't disappoint

Project management, work scheduling, standard reports, quality of support service; response times to emails; time sheets; time widget;

Financial reporting - being able to export expenses information, in an excel format, functionally - including expense title; description, cost, dated entered into PWF and invoice/d status. Being able to see the status of the expense on the front screen, rather than drilling into the individual expense would be very beneficial. Employee Leave - as a time management / project management tool, recording...

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Thanks for the review Tracey!

Super easy to use; great customer support; great training videos and on-boarding; robust features at a reasonable price

Specifically for marketing/advertising agency...a client proofing/review feature would be great, along with better asset management specific to a project/client. A more robust client portal would be great, too.

ProWorkflow is a tool that is easy to use and understand! I'm using it every day for task management.

The thing I like least about ProWorkflow is that to be able to use the tool I have to be at work to access it.

- Easy to use interface - Fast learning - Able to manage pretty mutch every aspect of your company - Everything is editable - Custom Task - Custom project templates - User management - Contact management - Easy editing and modifications for project - Organising timeline and workflow with team - Admin panel is great for access to everything - Great support!

- Ugly looking interface ( They are working on making it look better ) - Apps ( not all of them are currently working ) - No IOS or Android App ( still have a section for toutch screen edition ) - Can't create a customer without having a company. - Have a better notification system.

Made it simple to keep track of my time and keep my projects separated and deadlines. Made management really simple!

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Thank you so much for the awesome review Amelia!

The support team and response times have been amazing.

The fact that the mobile app was discontinued, and that for two years of being with the platform there doesn't look like there have been changes to support the changing needs of project management.

Task management, organization and the collaboration piece are what I like most. Also we were able to successfully integrate the tool with Salesforce

The UI good be improved to have a bit more professional feel.

What I like most about this software is that it helps us keep track of our employees time budgets and aids in project management.

What I like least about this software, is the inability to set up different permissions per employee.

Easy to use. I can track my time, organize my tasks and to-do lists. Very helpful program. We are so glad we found it.

At first all the options were overwhelming, but eventually we are starting to use more and more of its capabilities. Adaptability to desktop Quickbooks would help, but not a deal breaker.

This software does so much more than people realize, it is great for the entire company to use for reports, time management, billing, employee tracking.

It is sometimes difficult to reach someone for support, since this company is based in another country

The application is a terrific and excellent tool for my time management and also integrates with my financial packaging which makes it so easy for me!

Not really, the only thing is sometimes when I adjust invoice have to scrap everything can't reproduce it.

Thanks Mike, much appreciated. Will show the team...

Where to start?! Let me first say that the customer service has been beyond anything I'm used to experiencing. The fact that, within an hour of my contacting support, they had tracked down and installed my logo AND branded my account without me even asking - made a huge positive impression. The amount of online videos which guide you through how things work is great, along with the interface itself being very intuitive. I love the fact that the mobile apps are free and really support constant usage of the website and help to get the maximum from it. The ability to add as many contractors and/ or clients a you like or need removes the restrictions imposed by many other Project Management systems and allows you to concentrate on delivering projects.

It can be a bit onerous to setup, simply because there is so much of the behemoth to configure to your business - but I believe this to be a one-time investment of time which will continue to reap rewards long into the future.

Ease use use, layout, functionality for time tracking and project management (tasks/project deadlines). Great support always available to assist with produce features, suggestions, and new features.

Reporting section customizing reports is difficult without assistance from proworkflow.

As a user with multiple clients and multiple projects often running concurrently, ProWorkflow is the best system that I have used so far. It is easy to use without having to have a lot of training before starting. It allows me to set up projects and tasks pretty quickly including deadlines. The reporting function is useful if a bit cumbersome. They're recently added dashboard has improved the ability to visually use the product to stay on top of projects.

The reporting function takes a little bit of getting used to and segmenting reports by different clients but has been recently improved.

- Great support for Agile sprints, you can tell that the Agile methodology was thought of in the product's design, offering so many tools and features that enable working on sprints and other fast-paced projects. - Nice Milestone and Kanban visualisation as well. As I said earlier, points your attention to the most important thing to note; straight to the point. - Great value for money too.

- Not great support for all invoicing scenarios; that would be useful to integrate into some projects that perhaps require follow-on funding or fractional and/or incremental payments. - It doesn't have great support for extra-platform communication with colleagues and third parties that are outside the platform, this could be useful when interfacing with clients who may not be registered users