Compare Zoho Projects vs Zoho Books vs Workteam Planner

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Zoho Projects screenshot view 4 more Zoho Books screenshot view 5 more Workteam Planner screenshot view 3 more

Software Description:

This software consists of four base modules, which are available in each package—as well as the free version. The modules included in Zoho Projects are Tasks and Milestones, Documents, Project Calendars, and Meetings and Forums.
It lets the people in the project communicate easily, discuss ideas and stay updated with the latest developments.
The solution is suitable for businesses in any industry. Although project management departments will get the most use out of Zoho Projects, the platform can actually be used by employees in a number of positions or roles within a company.

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.

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.

Features:

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

Features:

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

Features:

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

Summary:

  • Project Planning: Milestones, tasklists and tasks help users easily break down complex projects into easily manageable units.

  • Gantt Charts: Gantt charts provide a detailed visual on the progress of all tasks in comparison to what was planned. The resource allocation chart lets users know who is free, who is engaged and who is overloaded.

  • Project Coordinator: Feeds help users stay updated with the latest in their projects, and timeline gives them an easy way to get back to important posts.

  • Timesheets: All working on a project can easily log their billable and non billable hours.

  • Reporting Tools: Zoho Reports is advanced analytics and business intelligence app.

  • Document Management: It is possible to share text files, spreadsheets, presentations and other documents associated with the team and work on them together.

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

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.

Pricing:

  • Credit card required: N/A
  • Free: 1 Project, 10 MB Storage.
    Express: $20/month, 20 Projects, 5 GB Storage.
    Premium: $40/month, 50 Projects, 15 GB Storage.
    Enterprise: $80/month, Unlimited Projects, 30 GB Storage.

Pricing:

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

Basic

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

FAQs:

    Does this service integrate with any other apps?
  • It integrates with Google Apps, Dropbox, Github, Bitbucket, Crashlytics and others.

  • Does this service offer multi-user capability (e.g. teams)?
  • It does offer multi-user capability.

  • Does this service offer guides, tutorials and or customer support?
  • Their support offers: Email; FAQ; Forums; Instructional Videos; Online self serve; Phone; Request form; Webinars

  • Who are the main user groups of this service?
  • Zoho Projects is a good small and medium business tool that offers PM capabilities.

  • What is this service generally used for?
  • It is used for task management, time tracking, project milestones, task dependency views, and reporting on any function.

  • What platforms does this service support?
  • Platforms: Android, iPhone-iPad, Mac, Windows, Web-based.

  • What are some applications this service is commonly used in tandem with?
  • It is mostly used in tandem with Google apps and Dropbox.

  • Does this service offer an API?
  • Zoho Projects' API lets, users/developers extend their web applications to push or pull data into or from Zoho Projects for application mashups. As the API is purely RESTful, your application could be in any of the programming languages like PHP, Python, Java, e.t.c.

FAQs:

    No FAQs associated with this application.

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.

Publisher:

Founded:
-
Based in:
Pleasanton
Employees:
-
Likes:
Followers:
43.6k

Publisher:

Founded:
-
Based in:
Pleasanton
Employees:
-
Likes:
Followers:
43.6k

Publisher:

Founded:
-
Based in:
-
Employees:
-
Likes:
Followers:

Other:

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:
Dutch, Swedish, Japanese, Chinese, French, Portuguese, Italian, Spanish, English
Regional Restrictions:
Exclusive edition of Zoho Books is available in US, UK, Canada. We also have a global edition for rest of the world.

Other:

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