Stackby vs. Workamajig

Based on my experience, I can provide specific scenarios where Stackby is well suited and others where it may be less appropriate: Project Management: Stackby is an excellent choice for project management scenarios. Its ability to create custom databases, track tasks, assign responsibilities, and collaborate in real-time makes it highly effective for managing and monitoring project progress. CRM and Sales: Stackby is well suited for managing customer relationships and sales processes. Its customizable database structure allows for organizing customer information, tracking leads, managing deals, and generating reports. The ability to integrate with other tools further enhances its usefulness in CRM and sales workflows. Content Planning: Stackby is a great fit for content planning scenarios. Users can create databases to manage editorial calendars, track content ideas, assign tasks to team members, and monitor content performance. Collaboration features facilitate seamless content collaboration and ensure timely publishing.

I think this holds true to almost any CRM, but if you want to truly utilize it you sort of need to go all in. This can become tough with WMJ because it doesn't offer some critical options that many other CRMs do, like the ability to create and send emails, e-newsletters, to throttle and invite outside clients to look at projects, etc. As such we're pairing Workamajig with Hubspot (and slowly phasing out Mailchimp) and trying to keep the data clean and flowing between them all is pretty tough. I'm also not aware of any API bridge from Wordpress to Workamajig so while I can program and feed my leads from my site into the other spaces, Workamajig remains a manual entry for any insertions you want, even if simply as a CSV import.

But - if you're not worried about that and simply want to manage projects, budget time, and scope things, it's a robust system allowing you to do so.

Incentivized

• Ability to collaborate with team members on the same spreadsheet
• Ability to integrate multiple tools for centralized utilization (i.e. Facebook, Google Analytics, project management, etc.)
• Ability to send SMS and messages using integration with Twillio and Whatsapp
• All spreadsheets/databases securely saved in the cloud instead of on local hard drive(s)

• WMJ is a full-stack solution, so you can track the life of a project from beginning to end, and all of the financials associated with it.
• Time entry is easy.
• Project management is robust and yields a tremendous amount of information.
• WMJ has a "sheets"-based interface, which makes navigating thru modules easier.
• There is more than one way to complete any particular task.

Incentivized

• Implement the same views available on desktop into the mobile app
• Internal automations (like Airtable)
• Ability to implement and display info as a dashboard (like Airtable)
• Polish up the formatting of formulas, inputting them causes user frustration due to the formula input cursor jumping around
• Better intelligence and ease of inputting data in bulk i.e have the fields automatically identify what data is being input and format appropriately (like Airtable does)

• Auto-schedule population - The most inconvenient thing about using JIG was that the dates wouldn't auto-populate. Example: I move the review date but the rest of the dates stay the same. Depending on each project level, if one date is adjusted the rest should update as well. That way we aren't spending a lot of time moving dates around manually.
• Notifications - JIG should have desktop notifications so we can see when tasks are on us even when we aren't in JIG.

Incentivized

Stackby is overall pretty easy to use, especially if you're used to something like Airtable or SmartSuite. Some of the pages seem like near exact clones (though they put their own creative spin on things). I'd prefer a slighty fresher interface (like SmartSuite), but I'm willing to sacrifice that for the better price and great customer service.

Extremely responsive, helpful, and friendly support (unlike many other SAAS teams out there).

I have also tried Ora.Pm. Infinity has better graphical interface, but nowhere near as many features and the UI isn't as effective (i.e, moving around with keys). Grist has a much more technical interface and it comes from being more of a database/interactive spreadsheet vs Stackby. Grist has much more functionality in terms of formulas, but is much harder to learn to use and less other functionalities. Ora.PM is more of a test at a task management app, and doesn't compare - Stackby is much better.

We've used QuickBooks and it didn't align well with our business, so there were a lot of insights I wanted from the numbers, but couldn't get. We use Basecamp, which is easy, but can get disorganized pretty quickly and takes discipline to stay structured.

Incentivized

• By its customisation, I have seen business intelligence that was not evident or available by using other software
• Has helped to organise all my data (work and personal) into interesting relationships that help with better decision making
• Has created extra curiosity in its flexibility and customisation to have all my datasets used and manipulated into meaningful ways

• The subscription expense and IT overhead has been substantial. That being said at the time of implementation, most other competing platforms were in line with their pricing.
• As more competitive alternatives have come to market we would have probably gone with an entirely cloud base alternative at a lower price.
• We ended up with ClickUp as our primary project management platform. If our finance/accounting software wasn't already so integrated with Workamjig we would probably switch to it entirely.

Incentivized