In December 2009, WORKetc commissioned an independant comparison of its project management software and CRM with leading competitors including Salesforce and 37 Signals.
Part of WORKetc's unique ability is that it combines customer relationship management software with project management and other business tools, so comparing it directly with CRM-only software is not all that fair. Where possible, we've combined multiple solutions from the one company to try and match the product offering - for example, we've included 37Signal's Basecamp and Highrise.
For full disclosure, we have made the original research available in the public domain (see bottom of page). If you are just looking for information about how to compare project management software and CRM, this document is a great place to start.
For the study below, we assumed the average business account has 5 users.
|Feature||WORKetc||Salesforce*||Highrise & Basecamp||Zoho CRM + Projects||SugarCRM|
(5 users - unlimited everything else)
|Assign Sales Leads||Yes||Yes||No||Yes||Yes|
|Qualify leads, set status||Yes||No||Yes||Yes||Yes|
|View sales pipeline||Yes||Yes||No||Yes||Yes|
|Collaborate on leads
|Set sales actions & alerts||Yes||Yes||Yes||Yes||Yes|
|Web forms for leads||Yes||Yes||No||Yes||Yes|
|Generate detailed reports
|Convert leads to quote, project, or invoice||Yes||No||No||No||No|
|Project Management||WORKetc||Salesforce*||Basecamp||Zoho Projects||SugarCRM|
|Unlimited sub projects||Yes||Yes||No||No||No|
|Gantt Chart View||Yes||Yes||No||Yes||No|
|Prioritise sub projects||Yes||Yes||No||Yes||No|
|Time sheet & milestone billing||Yes||Yes||No||No||No|
|Billing & Time sheets||WORKetc||Salesforce*||37 Signals||Zoho Billing||SugarCRM|
|Time sheet billing||Yes||Yes||No||Yes||No|
|Future cash flow report||Yes||Yes||No||Yes||No|
|Desktop timer widget||Yes||No||No||Yes||No|
|Paypal, Google checkout & gateways||Yes||No||No||Yes||No|
|Other Cool Stuff||WORKetc||Salesforce*||37 Signals||Zoho Billing||SugarCRM|
|Help Desk Software||Yes||No||No||No||No|
|Easy customization options||Yes||No||No||No||No|
|14 Day Free Trial||Get Started|
Download and view the original CRM Comparison spreadsheet here (updated August 2010)*Please note: All new feature additions under Salesforce for Project Management/Billing and Time Sheets/Other Cool Stuff that say YES are extra paid additions and do not come with the Salesforce CRM original package. Without these paid additions, every single feature listed within the Project Management/Billing and Time Sheets/Other Cool Stuff that says yes would say NO. Without the additional paid Dreamteam and FinancialForce apps, monthly cost is $325. With the addition of Dreamteam/FinancialForce apps the monthly cost is $1150.