Compare Claritum vs Workteam Planner vs Zoho Books

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Software Description:

Claritum's cloud based spend management platform is trusted by global enterprises, regional businesses and fast growing procurement service providers to deliver spend visibility and control, cost savings, process efficiencies and add value to the source-to-settle process. Claritum specialises in streamlining hard to manage 'tail spend' categories such as marketing services, print & packaging, gifts & premiums, uniforms & apparel, office supplies and other low order value / high frequency products and services. Claritum has 150,000 users in 35 countries.

Software Description:

Workteam Planner provides teams with an incredibly visual way to collaborate together on projects. With just a few clicks you can create a new plan, build a team, assign tasks and keep everyone up-to-date with the progress of work.

Using standard social features, such as comments, likes and mentions, users can collaborate around individual work items to ensure great outcomes.

Burn-up charts give an instant overview of team progress and an estimate of when the project will complete.

Fully customizable fields and views let you easily represent your team's projects, plans or deliverables.

Workteam Planner is the perfect planning and progress tracking tool for any industry. From creating a marketing plan, to communicating your company goals, to managing your team's sprint.

Software Description:

Zoho Books allows you to create, manage and edit sales and purchase transactions like invoices, estimates, PO, SO, credit notes, bills and expenses and more. You can connect your bank and credit card account in Zoho Books and categorize transactions instantly. The dashboard and reports section give you the insight to make smart decisions instantly.
Zoho Books streamlines business processes and you can create custom workflows to automate these processes. You can invite your customers to the client portal, so they can make online payments and view all transactions as well.

You can also invite more users and your financial advisor to Zoho Books. Create a custom role and invite these users with restriction to specific modules if you desire.

Features:

  • Product Catalog
  • Multi-User
  • Password & Access Management
  • External Integrations
  • Data Export
  • API
  • SAP Integration
  • Order management
  • Dashboard
  • Customer Management
  • Inventory Tracking
  • Tax Management
  • Billing/Invoicing
  • Supplier Management

Features:

  • Task Scheduling/Tracking
  • Dashboard
  • Data Visualization
  • Forecasting
  • Project Management
  • Notifications
  • Multi-User

Features:

  • Analytics
  • API
  • Chat
  • Inventory Tracking
  • Marketing Automation
  • Batch Permissions & Access
  • Notifications
  • Attendance Tracking
  • Timesheets
  • File Transfer
  • Data Import

Summary:

  • Sourcing

  • Supplier Management

  • Catalog Management

  • Procurement

  • Invoicing

  • Reporting

  • Internationalization

  • Access & Admin

Summary:

  • Organize work into buckets representing different categories or phases of work.

  • Keep the entire team up to date with project status.

  • Uses standard social features, such as comments, mentions and likes to let employees collaborate on individual work items.

  • See a visual representation of progress and an estimate of when a project will be completed.

Summary:

  • Invoicing: create, manage and send customer invoices and accept online payments.

  • Bills: manage vendors and keep track of the bills to be paid.

  • Expenses: upload expense receipts and track business expenses

  • Banking: connect online bank and credit card feeds.

  • Workflows: trigger email notification and field updates in Zoho Books with custom workflows

  • Reports: access more than 40+ reports in Zoho Books including Balance Sheet, P&L

Pricing:

  • Starting from: $800.00/month
  • Credit card required: N/A
  • Tiered monthly subscription based pricing based on number of users and value of transactions. Contact Claritum for details.

Basic

$3.00
1 user(s) / month
Included in plan:
  • Workteam planner

Pricing:

  • Starting from: $9.00/month
  • Credit card required: No
  • Basic: $9/month
    Standard: $19/month
    Professional: $29/month

FAQs:

    What platforms does this service support?
  • Cloud based via desktop, tablet & mobile

  • Does this service integrate with any other apps?
  • Yes, via web services API.
    Buy-side: ERP, Procurement, Financials
    Sell-side: Estimating, Production, Warehouse Management, Logistics, Financials

  • Does this service offer multi-user capability (e.g. teams)?
  • Yes. Buy-side employees, procurement experts and suppliers collaborate in a single platform.

  • What is this service generally used for?
  • Providing visibility and control of product and service purchasing.

  • Does this service offer an API?
  • Yes.

  • Does this service offer guides, tutorials and or customer support?
  • Yes, managed implementation, with training and ongoing user education.

  • What are some applications this service is commonly used in tandem with?
  • Buy-side: ERP, Procurement, Financials
    Sell-side: Estimating, Production, Warehouse Management, Logistics, Financials

  • Who are the main user groups of this service?
  • Primary User Groups: Procurement Services (e.g. supplier managers, buyers, procurement experts)
    Catalog Users: Business users (employees requisitioning products & services)
    Suppliers: Suppliers (setting profile, responding to bid requests, receiving and processing orders and invoices)

FAQs:

    Does this service offer guides, tutorials and or customer support?
  • Yes, there is an online user guide and customer support is provided by email during normal business hours.

  • What is this service generally used for?
  • Workteam is a great tool for planning, task assignment, tracking, collaborating and estimating completion of projects.

  • Does this service offer multi-user capability (e.g. teams)?
  • Yes. It supports a full organization hierarchy structure and any number of defined virtual teams.

  • What are some applications this service is commonly used in tandem with?
  • Marketing campaign planning
    Design agency planning
    Ideas generation
    Team task assignment

  • What platforms does this service support?
  • Web app, compatible with mobile browsers.

  • Who are the main user groups of this service?
  • Any sized organization that wants to empower their teams to collaborate more effectively in order to get things done.

FAQs:

    No FAQs associated with this application.

Publisher:

Founded:
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Based in:
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Employees:
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Likes:
Followers:

Publisher:

Founded:
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Based in:
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Employees:
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Likes:
Followers:

Publisher:

Founded:
-
Based in:
Pleasanton
Employees:
-
Likes:
172k
Followers:
44k

Other:

Who uses Claritum
  • SMEs
  • Agencies
  • Enterprises
Desktop Platforms:
  • Web App
Languages:
German, English, Polish, Dutch, Italian, Portuguese, French, Spanish
Regional Restrictions:
No restrictions.

Other:

Who uses Workteam Planner
  • Startups
  • SMEs
  • Agencies
  • Enterprises
Desktop Platforms:
  • Web App
Languages:
English
Regional Restrictions:
No restrictions.

Other:

Who uses Zoho Books
  • Personal
  • Freelance
  • Startups
  • SMEs
  • Agencies
  • Enterprises
Desktop Platforms:
  • Web App
  • Windows
Mobile Platforms:
  • iOS
  • Android
  • WinPhone
Languages:
English, Dutch, Italian, Japanese, Portuguese, French, Swedish, Spanish, Chinese
Regional Restrictions:
Exclusive edition of Zoho Books is available in US, UK, Canada. We also have a global edition for rest of the world.
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