ActiveCollab

Avantages

Before I decided to go with ActiveCollab a few years ago, I researched and tried all the project management softwares I could find. I ended up going with ActiveCollab for a number of reasons.

One, their interface is simple, practical, and easy on the eye. I found other project management softwares trying to hard and it essentially complicated simple things. Also, I loved how my projects can be displayed and searched. I know this sounds trivial, but when you manage hundreds of projects (websites), I need an interface that works for me. Their interface works perfectly for someone with my needs. I constantly have to go back and forth on so many notes for projects and ActiveCollab has made it user-friendly for me to do this.

Second, ActiveCollab had awesome customer service when I had any issues or questions. This was a big plus because I then knew I was in good hands.

Third, they had some add-ons other softwares didn't have so it was nice to have features I wanted to use all in one place, like time tracking and invoicing.

Fourth, it was reasonably priced.

Inconvénients

While I went with ActiveCollab, I am still frustrated with some of their features:

One, I use notes A LOT. Their notes interface design looks like something from the 90's.

Two, while they have the invoicing option available, it's sub-par. There are a lot of things they can improve with their invoicing. I wish I could use it, but it's just very limited. An example of a limitation is that you can't even enter or send an invoice without "inviting" the client to join ActiveCollab. I tried testing an invoice by putting an email manually because they claimed you could, but nothing gets sent, unless I "invite" someone into my account. This is silly. Another issue I have with the invoicing is that it shows "Active Collab" as the sender and you do NOT have the option to change this. Kinda stupid.

Three, you only have a measly 3 ways to categorize or filter projects: Client, Category, and Label. This can be very limiting depending on what you're doing.

Avantages

Diversity of features. It covers calendar integration, task management, expense and time tracking, client estimates and invoicing is integrated, discussions with clients are threaded and neatly organized at all times, file uploads that act as a mini-Dropbox for yourself and your clients, notes, facebook-style timeline of the activity within each project... And I haven't even touched on the level of customization, multitude of extensions (Zapier included), scalability (with self-hosted options!), and the iOS app that works with either cloud or self-hosted versions (our clients LOVE the app).

We love ActiveCollab because of it's diversity. That's the one reason that in our opinion, it's simply irreplaceable. Having to replace it would be like adding tripling the administrative work on our plates. It replaces the need for multiple separate services that do each of those things separately. Who wants that when you can have one single login to one single system that can rule them all? ;)

SIMPLY. IRREPLACEABLE.

Inconvénients

The iOS and Android apps needs some work. They don't do as much as the desktop version, so they feel limited. They don't really take advantage of features like gestures or multi-touch, which every smartphone has.

We'd really like to be able to upload more than just pictures from the camera roll; some kind of file picking, or option to upload to ActiveCollab from another app (share sheets) would go a LONG way. Optimization for tablet-size screens would be sweet too, along with the simple ability to make text in the app bigger or smaller, so it's easier to read.

The calendar allows for syndication via subscription links, but stopping there feels premature. It would help a lot to be able to integrate to Calendar apps (via CalDAV), since the calendar isn't available on the mobile app either. It would be really nice so that we can add or edit events from our native calendar apps of choice.

Support is fantastic, and extremely knowledgeable. We run a self-hosted installation, which is more economical for us, but we don't have pros running our server environment. That task falls on us, teaching ourselves as we go, and it feels like support will drop clues about what an issue is, instead of going the distance and going in themselves to help fix the problem. Granted, that's more of a problem with /us/, since we're business administrators and not experts in server management. But support will not abandon you. They've always got your back, no matter how tough the problem!

Avantages

I own and operate a company that specializes in creative strategy and marketing/PR services and this is a good fit for us. I spent many months and went through quite a few trials researching a software that had as many features combined that we were looking for. We settled on ActiveCollab and we're very happy with them. It's a great option without the price tag and disorganization the later versions that Basecamp brings. I like the customization features as well as the billable categories for tracking and reports. We work with contractors in our business and we like the ability to assign tasks and hide back office items from the client. Their customer service has been very responsive and helpful throughout our set up and we're overall very happy with the product and functionality for our needs. Overall good UX / UI.

Inconvénients

We're finding the reports options are a little bit limited, however it hasn't been a huge issue. We're getting most of the data we need. We really wish we could assign tasks to multiple people, but that seems to be a common theme among these software options. I don't understand why as we have many tasks that are worked on by multiple people. This carries over into the time tracking app. If you aren't assigned a task, it won't show up in the time tracking app for you to track against. However the work around is you can add a time report in the desktop version after the fact to any task regardless of who it assigned to. The budget feature per project is nice, however, we wish we could break it down further by task list. Their great customer service has passed this along to the management and dev team for consideration so fingers crossed it will be coming in an update at some point.

Avantages

The platform makes communicating with team members a breeze. We have a multitude of projects and tasks within the three departments - A/C helps keep everything organized and on track. LOVE the landing screen "My Work". The calendar view is awesome for our morning meetings. It is great that we can filter by person or project on the calendar. It's a robust feature that other platforms did not have. Really enjoy the notifications when I mention a team member. The robust area within a project including Tasks List, Discussions, Files, notes, Time, Expenses, Activity is great. Not only does it encourage collaboration it fully supports remote work. On the task list, we can drag/drop tasks. Filter by assignees, tasks lists, due dates, or completed tasks. You can also review the overall project progress. A/C has some great reporting features. I like how we can star projects. Simple features like that are NOT overlooked in the A/C platform.

Time tracking, invoicing, and estimates functions look great. We haven't used them yet but we will eventually. I appreciate the pricing. The customer support is quick and responsive. Our team has embraced the platform and I feel we will continue to use it for years to come. I would recommend the platform to others.

Inconvénients

Disclaimer: We use it a bit outside of its intended purpose. Our group is Marketing, Web Development, and IT. Although there are a ton of project-based objectives within the departments there are some marketing functions that are not project based. This is the biggest thing I've got it's not a deal breaker. Maybe extend the software to include flexible user accounts or setup different types of project areas. That isn't necessarily project oriented.

Minors:
Recurring tasks are a bit of a pain to setup the first time
Multiple different calendars confuse people sometimes and they end up creating a calendar for themselves.
Maybe we could setup tasks requiring a sign-off? Maybe this is already a feature and I don't know how to do it yet?

Avantages

Solid options for organization and streamlining processes that even clients can be taught to use. As a creative agency selling our time it's important to communicate quickly and efficiently with our clients. A big part of that happens at the beginning of every project when they fill out a creative brief. We've used ActiveCollab to set up standard brief templates so AC asks all the questions and they go down the list and fill it out. The time tracker works great and is a painless way to keep track of time. Email notifications are great, especially being able to respond to comments VIA email really speeds things up. Support staff is great. Always available and helpful.

Inconvénients

The invoicing functionality is great but is missing major sorting and display capabilities. For example, if I wanted to show each time entry with its note about what that entry was for organized by project, I cannot do that. My wife has also complained about the App not having a lot of functionality, but I have not used it much personally. I also think the 'Notes' 'Files' and 'Discussions' tabs are kind of random. Haven't found a good place for those in our workflows and they're confusing for clients. I realize it's a big thing to ask, but I'd also like to see some way of incorporating something like Slack into Active Collab, so we can move away from Skype completely.