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Employee Planner Software

Typically, Employee Planner is a capability of a variety of other G2 Software categories. See more below to select the

best Employee Planner Software.

monday.com is a software company that gives anyone the power to build and improve how their organization runs.

Top Employee Planner Software Result from Project Management

Also listed in Markup Software, Project Collaboration, Work Management, Business Instant Messaging, Kanban Project Management


AS
“Work That Wows”
What do you like best about monday Work Management?

Monday Work Management is my favourite since it is highly adaptable and easy to use. It helps us to align the workflow even though we are working on multiple projects. It makes work easy to manage, assign and track tasks.

It helps us to view the status of the tasks without any complications. This tool is highly efficient for improving team transparency, accountability and efficiency. Review collected by and hosted on G2.com.

What do you dislike about monday Work Management?

The app is not user-friendly when used on Mobile. A few useful features are available only in plans which are higher in cost. Also, when there are many columns and boards, it is a little confusing, but they are manageable. Review collected by and hosted on G2.com.

What problems is monday Work Management solving and how is that benefiting you?

Monday Work Management has helped to solve several challenges like visibility into Project Progress, difficulty tracking team responsibilities and scattered communication. All task updates and communication are in one place, so it provides a complete and clear view about the task, who worked on it, currently who is working on it and when it is due. Overall, it has made collaboration more efficient, improved accountability, and saved time across the team. Review collected by and hosted on G2.com.

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Rippling

Rippling

(9,002)4.8 out of 5

Rippling

(9,002)4.8 out of 5

A Single, Modern System for Your Payroll, Benefits, HR & IT.

Top Employee Planner Software Result from Core HR

Also listed in Applicant Tracking Systems (ATS), PEO Providers, Employer of Record (EOR), Global Employment Platforms (GEP), Expense Management


Melody K.
MK
“Easier than you think!”
What do you like best about Rippling?

I love how cohesive and user-friends the interface is.

It's amazing having access to multiple things in one place like paystubs, HSA/FSA Balance, Insurance Member ID, etc. Not having to create different logins for a bunch of different websites is a huge relief, so you can secure all the information you need in one place: Rippling! Review collected by and hosted on G2.com.

What do you dislike about Rippling?

I haven't really come across any downsides about Rippling. Everything is pretty easy to use and navigate through. Review collected by and hosted on G2.com.

What problems is Rippling solving and how is that benefiting you?

Rippling is solving the problems that most workplaces have with submitting paychecks on time. Rippling makes it so easy! Everything you need is laid out in front of you and being able to track your own hours and submit your time feels so much better than waiting, guessing, and just hoping that a payroll coordinator will get your paycheck to you on time. This provides a lot of relief and is one less thing to worry about. I feel more confidence in knowing exactly when I'm getting paid each time. Review collected by and hosted on G2.com.

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Asana

Asana

(12,138)4.4 out of 5

Asana

(12,138)4.4 out of 5

Asana helps teams orchestrate their work, from small projects to strategic initiatives. Headquartered in San Francisco, CA, Asana has more than 139,000 paying customers and mi

Top Employee Planner Software Result from Project Collaboration

Also listed in Markup Software, Work Management, Marketing Calendar, Objectives and Key Results (OKR), Workflow Management


Danny H.
DH
“Possibilities are there but confusing logic ...”
What do you like best about Asana?

A centralised repository for storing projects and making management a simpler, centrally coordinated, and reportable resource. Review collected by and hosted on G2.com.

What do you dislike about Asana?

Has the potential to join projects together, but for complex multi-team, significant review, approval, multi-owner transfer projects it provides complications. Not being able to search within custom fields without going through custom search - let us save a search profile that works for the way our people work. No ability to create recurring events, for example a 2 hour review session each week - you need to complete the current then generates the next - this impacts resource planning as those hours don't "exist" until the next instance is created. Reporting is still lacklustre, as we typically now need to export CSV files and do data representation as best we can using pivot tables and more complementary data usage fro senior management. Review collected by and hosted on G2.com.

What problems is Asana solving and how is that benefiting you?

It is trying to provide a consolidated single source of project progress - through centralised messaging, rather than detached across emails, IM's, phone calls. It is trying to give visibility of the wider project landscape, progress, delays (and reasons), and ensuring there's a method to understand and assign workloads. Review collected by and hosted on G2.com.

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Connecteam

Connecteam

(2,688)4.6 out of 5

Connecteam

(2,688)4.6 out of 5

Connecteam is a management mobile solution that allows company to create their own employee smartphone app it improved remote workforce management and effective internal commu

Top Employee Planner Software Result from Workforce Management

Also listed in Frontline Worker Communication Platforms, Employee Communications, Business Instant Messaging, Geofencing, Work Instructions


JF
Original Information
“Connecteam for the win”
What do you like best about Connecteam?

Our business is a small enterprise that has under 10 employees, Connecteam has been fantastic not only because we are able to make use of their free option but also because of how great it is to manage the team from the system, its been easy to intergrate and get the team to make use of it on a daily basis and the videos and customer support has made it simple to set up from an administration standpoint. As the person who deals not only with the admin but also the H.R it has certainly made my life easier. Review collected by and hosted on G2.com.

What do you dislike about Connecteam?

There isn't too much I can say that I dislike to be honest, perhaps the amount of notifications sent by the system can get annoying but I am an administrator with 2 others so it is probably better that all of us receive notifications when the others make changes or edits. Review collected by and hosted on G2.com.

What problems is Connecteam solving and how is that benefiting you?

Initially we needed an attendance application as some of our employees work from home and the system that we had was not working for that any longer, but when we actually started using the app we discovered all the additional uses like the knowledge base, courses, forms ect. and have relaay enjoyed consolodating all the employee handbooks and important information into one place that is easily accessable. Review collected by and hosted on G2.com.

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HROne

HROne

(1,684)4.8 out of 5

HROne

(1,684)4.8 out of 5

A complete HRMS Solution that saves HR efforts by automating tedious tasks and managing entire employee life-cycle.

Top Employee Planner Software Result from Core HR

Also listed in Absence Management, Time & Attendance, Employee Scheduling, Time Tracking, Workforce Management


SS
Original Information
“Best portal for transforming HR transactions #HROne”
What do you like best about HROne?

1. Graphical interface is good with great visual appearance.

2. Home wall packed with daily use options like mark attendance and leave.

3. Publishing letters like confirmation & appointment are now easy.

4. Live monitoring of employee daily check-in reports available.

5. HCM supports JASON integration.

6. Delivery consultant is gem, having great expertise of the product.

7. Submitting bank challans during salary disbursement is sorted now. Review collected by and hosted on G2.com.

What do you dislike about HROne?

1. Employee details cant be removed permanently from UI.

2. Once confirmation task initiated, it cant be removed from front end.

3. HR analytics section needs to be more user friendly. Review collected by and hosted on G2.com.

What problems is HROne solving and how is that benefiting you?

1. Live tracking of employee check-in available, previously we are more dependent on the Whatsapp groups.

2. Providing letters like confirmation and appointment is good now.

3. Sync with ERP version is helpful for the data migration purpose from older version to HROne.

4. Submitting PF 7 ESI challans on the government portal is error free process. Review collected by and hosted on G2.com.

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Smartsheet

Smartsheet

(20,170)4.4 out of 5

Smartsheet

(20,170)4.4 out of 5

Smartsheet is a modern work management platform that helps teams manage projects, automate processes, and scale workflows all in one central platform.

Top Employee Planner Software Result from Project Management

Also listed in Project Collaboration, Work Management, Marketing Calendar, Privacy Impact Assessment (PIA), Workflow Management


JH
“Keeps things organized and people connected”
What do you like best about Smartsheet?

I love the ease of use and workflows you can build in. We use Smartsheet for assigning and tracking projects within our team. Team members are notified when they are assigned to a project, when a project is approaching a due date, when someone makes changes to a project, etc. It has made our team feel more productive and connected since implementing it as a standard process. Review collected by and hosted on G2.com.

What do you dislike about Smartsheet?

We've been using Smartsheet for over a year and I have no complaints. Each use case we've thought of has worked seamlessly within Smartsheet. Review collected by and hosted on G2.com.

What problems is Smartsheet solving and how is that benefiting you?

We have been able to track our workload much more accurately. By creating sheets and connecting those to dashboards, we are able to see real-time data of how many projects we have at one time, where those projects are coming from, and where we need to allocate additional resources. Since implementing Smartsheet, management has been able to see how much work the marketing team gets done and we've grown from a team of 6 to a team of 10. Review collected by and hosted on G2.com.

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Notion

Notion

(6,793)4.7 out of 5

Notion

(6,793)4.7 out of 5

Notion is a unified workspace for teams. Notion is a connected workspace where your team can create docs, take notes, manage tasks, and organize your work – all in one place.

Top Employee Planner Software Result from Knowledge Base

Also listed in AI Writing Assistant, Note-Taking Software, Project Management, Enterprise Search Software, AI Chatbots


Ishi M.
IM
“All-in-One Productivity Tool for Work and Personal Use”
What do you like best about Notion?

I really appreciate how versatile Notion is having docs, tasks, and databases all in one place. The clean UI, customizable templates, and ability to link pages make it perfect for both structured planning and creative brainstorming.

Notion works great for managing both personal and team projects. During my Product Fellowship, we used it to structure our entire product workflow from ideation and roadmaps to documentation and feedback tracking. The real-time collaboration and ability to customize boards, tables, and checklists made everything smoother and more transparent. Review collected by and hosted on G2.com.

What do you dislike about Notion?

The mobile version can lag, especially when navigating large or complex pages. Offline access is also limited, which can be inconvenient when working on the go or in low-connectivity areas.

It can feel a bit overwhelming for first-time users, especially when building more advanced workflows or databases. Some features like integrations with other tools or timeline views could also be improved for better scalability. Review collected by and hosted on G2.com.

What problems is Notion solving and how is that benefiting you?

Notion helps centralize all my work—documents, tasks, and product workflows into one organized space. During my Product Fellowship, it enabled smooth collaboration, clear ownership, and easy tracking of roadmaps, meeting notes, and feedback.

It solved problems like scattered communication, lack of documentation, and unclear task management. This has greatly improved team alignment, transparency, and productivity. Review collected by and hosted on G2.com.

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Salesforce Field Service helps to improve mobile service operations and deliver faster, smarter, more personalized service from the phone to the field on one platform.

Top Employee Planner Software Result from Field Service Management


Christian M.
CM
Original Information
“Field Service Review”
What do you like best about Salesforce Field Service?

It does its job in helping our teams make sales Review collected by and hosted on G2.com.

What do you dislike about Salesforce Field Service?

A lot of my team has issues on android phones Review collected by and hosted on G2.com.

What problems is Salesforce Field Service solving and how is that benefiting you?

It allows us to be more hands off when it comes to the jobs on our day Review collected by and hosted on G2.com.

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Slack

Slack

(35,131)4.5 out of 5

Slack

(35,131)4.5 out of 5

Slack brings all your communication together in one place. It’s real-time messaging, archiving and search for modern teams.

Top Employee Planner Software Result from Business Instant Messaging

Also listed in Work Management, Unified Workspaces, Knowledge Base, Enterprise Search Software, Q&A Platforms


Tejas M.
TM
“Slack is great for small to medium sized businesses!”
What do you like best about Slack?

I really like how we can categorise channels into different sections. I can also mute the notifications for channels that I don't have use for.

I also like how we can control how many DMs we have in our view and can dismiss the ones that are not regularly active.

I like the fact that there are options to add our work title, department, name pronunciation and many more things. All of these features help in getting to know more about your colleagues which is missing in other communication tools.

Lastly, my favourite thing about Slack is how we can maintain dashboards (Files) for separate channels. It really helps me navigate to project related details that concern our team. Review collected by and hosted on G2.com.

What do you dislike about Slack?

The huddle feature can use some improvement. When I get on a huddle, one of the two users cannot hear each other and one needs to leave and re-join to solve this.

It's not easy to switch between devices while staying on the huddle, I can't find the option sometimes.

Messages on threads do not get marked as read until I navigate to and from the Activity section multiple times. Review collected by and hosted on G2.com.

What problems is Slack solving and how is that benefiting you?

Slack makes it easy for me to stay connected with my team. It also helps me stay on top of my tasks with channel-level dashboards.

With the 'Google Calendar' and 'Jira' integrations, I can manage my entire day from within Slack. This minimises the need for me to navigate between multiple platforms.

Slack is quite easy to integrate into SaaS platforms which proves to be a huge upsell for our product. Review collected by and hosted on G2.com.

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Deel

Deel

(9,008)4.8 out of 5

Deel

(9,008)4.8 out of 5

Deel simplifies payroll so you can hire anyone, anywhere. We streamline compliance and payments through our independent contractor and EOR model. With Deel, generate legally b

Top Employee Planner Software Result from Multi-Country Payroll

Also listed in Employer of Record (EOR), Global Employment Platforms (GEP), Contractor Payments, Skills Management, Data Destruction


Teilor M.
TM
“Deel simplified my remote work payments immensely.”
What do you like best about Deel?

Deel has made it incredibly easy for me to get paid promptly and consistently while working remotely. I especially appreciate the simplicity of the interface and how straightforward it is to track payments and handle invoices. It's also reassuring how reliable their platform is—I've never encountered delays or complications. Review collected by and hosted on G2.com.

What do you dislike about Deel?

Sometimes the exchange rates used by Deel aren’t the most favorable, making me feel like I lose a bit when converting currencies. Additionally, their customer support could respond faster.. it's not terrible, but when you're dealing with payroll questions, quicker support can make a big difference. Review collected by and hosted on G2.com.

What problems is Deel solving and how is that benefiting you?

Deel solves the complexity involved in managing contracts and payments for remote workers or contractors globally. It ensures compliance across different countries, streamlines international payments, and significantly reduces the administrative burden. Thanks to Deel, I spend less time worrying about invoicing or compliance and more time focused on productive work. Review collected by and hosted on G2.com.

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Jira

Jira

(6,445)4.3 out of 5

Jira

(6,445)4.3 out of 5

Jira is an issue and project tracker for teams building great software. Track bugs and tasks, link issues to related code, agile planning, and monitor activity.

Top Employee Planner Software Result from Product Management

Also listed in Bug Tracking, Project Management


Pradeep S.
PS
Original Information
“"Let's Reflect: Sprint Achievements and Improvements".”
What do you like best about Jira?

What I like best about Jira is that everything goes into one place and it is easy to manage complex projects. Its capability for customizing the workflows, building out descriptive tickets, and tracking progress visually really assists with organization. I also appreciate how easily it can integrate with other products like Confluence, Slack, and GitHub such that the whole team is aligned with minimal added effort. It makes sure that everyone clearly understands what needs to be done, what they are working on and what is coming up. Overall, it makes collaboration easy, improves transparency, and allows for quicker and more confidently executed work. Review collected by and hosted on G2.com.

What do you dislike about Jira?

What I do not like about Jira is that it is very confusing and overwhelming, especially to non-techie or novice users. There are just too many features and settings that can easily get lost or waste time figuring out how to do something instead of working. Even simple tasks can take too many steps and involve navigating complicated menus that are exasperating. What is worse, at times Jira can be slow and cluttered such that it will be harder monitoring the progress and staying organized rather than becoming frustrated. Review collected by and hosted on G2.com.

What problems is Jira solving and how is that benefiting you?

Jira keeps all our work visible and organized in one place, making it easy to prioritize tasks, track progress, and collaborate effectively with team members. It helps the whole team stay aligned and focused so we can meet deadlines, hit our goals, and work smoothly together. Review collected by and hosted on G2.com.

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Airtable

Airtable

(2,993)4.6 out of 5

Airtable

(2,993)4.6 out of 5

Airtable is the all-in-one collaboration platform designed to combine the flexibility of a spreadsheet interface with features like file attachments, kanban card stacks, revis

Top Employee Planner Software Result from Project Management

Also listed in Product Management, Strategy and Innovation Roadmapping Tools, No-Code Development Platforms, Task Management, AI App Builder


Youssef J.
YJ
“Great tool”
What do you like best about Airtable?

Airtable allows non-technical people to create complex trackers without writing code by combining the familiarity of a spreadsheet with the power of a relational database. I adore how easily I can share a read-only link with stakeholders in a matter of seconds after switching between grid, calendar, Kanban, and gallery views. We can replace half a dozen SaaS products with a single platform thanks to rich field types like attachments, linked records, lookups, roll-ups, and formulae. Every week, hours of manual changes are saved thanks to automations and the reliable API that seamlessly connects to Slack, Zapier, and Make. Even for first-time users, the interface's color-coded filters, drag-and-drop field reordering, and personal views make adoption simple. Review collected by and hosted on G2.com.

What do you dislike about Airtable?

The price increases a lot for larger teams if you reach 1,000 records or want sophisticated automations, thus the generous free tier quickly fills up. On bases with tens of thousands of rows, performance may slow. Although snapshot backups are available, there isn't a native point-in-time recovery for a specific table. Review collected by and hosted on G2.com.

What problems is Airtable solving and how is that benefiting you?

Our dispersed spreadsheets, impromptu Trello boards, and isolated project trackers were all replaced by Airtable's single, integrated workplace. Status meetings and copy-pasting have been eliminated since real-time collaboration, automations, and relational linkages provide all stakeholders with a single source of truth. Review collected by and hosted on G2.com.

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BambooHR

BambooHR

(2,595)4.4 out of 5

BambooHR

(2,595)4.4 out of 5

Make a successful transition from tracking employee information in spreadsheets to managing it with personalized HR software that frees up time for meaningful work.

Top Employee Planner Software Result from HCM Software

Also listed in Candidate Relationship Management, Job Description Management, Onboarding, Applicant Tracking Systems (ATS), Core HR


Dawn G.
DG
Original Information
“BambooHR Makes HR Easy!”
What do you like best about BambooHR?

I absolutely love BambooHR—both as an HR Manager and as an employee. It’s truly an all-in-one platform that makes my day-to-day so much easier. Everything works seamlessly, from employee records and time-off tracking to onboarding and performance management. The user interface is intuitive, and it’s clear that a lot of thought has gone into making the system efficient and easy to use.

One of the things I appreciate most is how BambooHR continues to innovate. The new products and features being launched are exactly what we need to stay organized and ahead of the curve. Every update seems to solve a real-world HR challenge. It’s made a huge impact on how we manage our people and processes—and I couldn’t imagine going back to the way things were before.

Highly recommend it to any HR professional looking for a smarter, more streamlined way to work! Review collected by and hosted on G2.com.

What do you dislike about BambooHR?

The one area I think could use improvement is multi-company access. I manage HR for four different companies, which means I need to maintain four separate logins. It would be incredibly helpful to have a unified dashboard or single sign-on—especially since some of our employees work across multiple entities. Having everything in one place would streamline things even more. Review collected by and hosted on G2.com.

What problems is BambooHR solving and how is that benefiting you?

BambooHR has simplified and streamlined our entire HR process. It solves the problem of scattered systems by bringing everything—employee data, time-off tracking, onboarding, and performance reviews—into one easy-to-use platform. As both an HR Manager and an employee, it's saved me hours of manual work and made it easier to stay organized, efficient, and focused on what matters most—supporting our team. Review collected by and hosted on G2.com.

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Trello

Trello

(13,705)4.4 out of 5

Trello

(13,705)4.4 out of 5

Trello is a collaboration tool that organizes your projects into cards and boards. In one glance, Trello tells you what's being worked on, who's working on it, and where somet

Top Employee Planner Software Result from Project Management

Also listed in Project Collaboration, Task Management, Work Management


winter n.
WN
“Trello: Simple, Visual, and Great for Organizing”
What do you like best about Trello?

What I love about Trello is how simple it is to use and how visual everything is. I’m the type of person who likes to see everything laid out clearly, and Trello does that perfectly. The boards and cards let me organize my tasks exactly how I want to, and it’s super easy to assign things and track progress. It’s also really flexible you can use it for literally anything, whether it’s work or just personal to-dos. It’s one of those tools you can just dive into and start using right away without much thought. Review collected by and hosted on G2.com.

What do you dislike about Trello?

The only thing I don’t love about Trello is that, when you have a ton of cards or boards, it can get a little messy and hard to keep track of. It’s great for smaller projects, but once things get bigger, it lacks some of the more advanced features you might need. I’ve also noticed that the interface can feel a little cluttered when you’ve got a lot going on, which can make navigating a bit tricky. Review collected by and hosted on G2.com.

What problems is Trello solving and how is that benefiting you?

I've been able to keep my life considerably more organized because to Trello. I used to get a little lost with all the notes and lists in multiple apps. Having everything in one location is now easier thanks to Trello. I can see what needs to be done, who is responsible for what, and what I have already completed. I don't waste time hunting for stuff because it's so easy to use. Additionally, it keeps me from feeling overburdened when I manage several projects at once. I feel like I have a lot more control over everything now, and it has really saved me time and stress Review collected by and hosted on G2.com.

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Wrike

Wrike

(4,420)4.2 out of 5

Wrike

(4,420)4.2 out of 5

Wrike is the most versatile and secure collaborative work management platform. It is easy to use yet powerful and flexible enough to meet the unique business needs companies o

Top Employee Planner Software Result from Project Collaboration

Also listed in Work Management, Marketing Calendar, Kanban Project Management, Objectives and Key Results (OKR), Workflow Management


Hayden W.
HW
“Creating Efficiency, Effectiveness, and Collaboration with Wrike”
What do you like best about Wrike?

I have been using Wrike for about 2 years now, starting as a regular user and growing into an Admin role and leading the administration for the enterprise I work for. Every day I discover a new feature that Wrike offers that helps our users make their work lives a little easier. There are so many possibilities in how you can use Wrike, that it'll look different for every team, and that customization is key to our work structures. We can make custom views, blueprints, item types, request forms, etc... to fit into each team's needs. I love how easily you can cross-tag work to give visibility when needed, and keep work secure and private when needed. I support a very new team, which means we are still defining roles and responsibilities and creating standard work, and Wrike has been instrumental in helping us get organized. Review collected by and hosted on G2.com.

What do you dislike about Wrike?

The numerous features and ways to view work is both a gift and a curse to Wrike. Having so many ways to view your work can overwhelm my team sometimes, making onboarding and training a little difficult. There is a learning curve to using the features. The Wrike Support and training videos are very helpful, the team just needs to take the time to use them. Review collected by and hosted on G2.com.

What problems is Wrike solving and how is that benefiting you?

It's solving a major problem of collaboration and visibility into the work the different functions on my team are doing and consolidating our resources. Before Wrike, it was hard for anyone to find what they need, so we've been able to use Wrike to keep our files and resource links in a consistent place. Calendars, dashboards, cross-tagging, and being able to follow projects are all features that have helped us boost our collaboration! Review collected by and hosted on G2.com.

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Bordio

Bordio

(58)5.0 out of 5

Bordio

(58)5.0 out of 5

Bordio is a tool that helps teams work together better. It's really easy to use and helps everyone keep track of all the tasks and projects they have to do. You can make to-do

Top Employee Planner Software Result from Work Management

Also listed in Project Collaboration, Task Management, Kanban Project Management, Project Management, Project and Portfolio Management


Aleksejs .
A
“How Bordio simplified our workflow: a simple solution for our growing team's needs”
What do you like best about Bordio?

A huge advantage for us is the convenience and minimalism of the interface. Our team consists of many young people who are used to simplicity, and when we tried to implement other solutions (we tried OrangeScrum, Odoo, Trello, Jira), they were almost always met with resistance because they were complex and inconvenient. Another big plus is the excellent mobile applications, which do not glitch, unlike many other systems, and they are very useful for quick work, especially during meetings. Review collected by and hosted on G2.com.

What do you dislike about Bordio?

There are two minor features we currently miss in Bordio: the ability to export timesheets and a clock timer for tasks. We've provided feedback on these, and we understand they'll be included in upcoming updates. These small drawbacks don't significantly impact our overall positive experience with the product. Review collected by and hosted on G2.com.

What problems is Bordio solving and how is that benefiting you?

We are a small team, and before we started using a task management system, we used WhatsApp to assign tasks to each other. However, as our team grew, it turned into complete chaos. We were overwhelmed with an enormous number of chats, information got lost, and it was difficult to track who didn't complete a task when needed.

Our work efficiency increased, team communication sped up, and Bordio's clear interface made it easy to plan sprints. Most importantly, we can now always check the work history.

We are still in the process of improving our workflows, but it is clear that Bordio will help us achieve the level of management we are aiming for. In terms of numbers: our turnover increased by 40% last year. Of course, this is the result of comprehensive work, but Bordio is one of the main innovations for us and likely has had a significant impact on this result. Review collected by and hosted on G2.com.

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Ravetree

Ravetree

(27)4.2 out of 5

Ravetree

(27)4.2 out of 5

Ravetree is an Agile Work Management platform designed for project-driven teams that need to track projects, capacity, and time.

Top Employee Planner Software Result from Work Management

Also listed in Professional Services Automation, Project and Portfolio Management, Project Management


ES
“Great for Project Budgets”
What do you like best about Ravetree?

The project budgeting features in Ravetree are the best I've ever seen. We were in spreadsheets prior to using Ravetree and looked at other tools before moving to Ravetree. They were the only one that had the budgeting features we needed. Specifically, we needed to set budgets for each project phase and then have those roll up to the project. We also needed the ability to invoice for each of these phases—sometimes as a percentage. Ravetree allows for all of this. Very useful. Review collected by and hosted on G2.com.

What do you dislike about Ravetree?

There's nothing I dislike, but it would be nice if they had a full general ledger accounting system to handle accounts payable, etc. Review collected by and hosted on G2.com.

What problems is Ravetree solving and how is that benefiting you?

Ravetree helps us map out projects, set project budgets, allocate people to those projects, log time and expenses, and create invoices. Pretty much all of the day to day stuff at our firm. Review collected by and hosted on G2.com.

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Jotform

Jotform

(3,662)4.7 out of 5

Jotform

(3,662)4.7 out of 5

Trusted by over 30 million users, Jotform's form builder is the easy way to create and publish online forms from any device. Jotform offers 10,000+ ready-made form templates,

Top Employee Planner Software Result from Online Form Builder

Also listed in 360 Feedback Software, Applicant Tracking Systems (ATS), Employee Engagement, Event Registration & Ticketing, Salesforce AppExchange Apps


MB
“Reliable, Customizable, and User-Friendly Form Builder”
What do you like best about Jotform?

Jotform offers an incredibly easy-to-use drag-and-drop interface, which allows for quick form creation without any coding knowledge. The variety of templates and the ability to customize every aspect of the form make it perfect for both simple and complex needs. I also appreciate the seamless integrations with tools like Google Sheets, Slack, and CRMs, which help automate workflows. Their customer support is responsive, and the platform's mobile-friendly forms work well across devices. Review collected by and hosted on G2.com.

What do you dislike about Jotform?

While Jotform offers a generous free tier, the pricing structure can become expensive for small businesses that require more submissions or advanced features. Additionally, the platform occasionally has limitations on design flexibility compared to fully custom-coded forms, and some integrations require higher-tier plans. The learning curve for more complex logic-based forms can be slightly steep for beginners. Review collected by and hosted on G2.com.

What problems is Jotform solving and how is that benefiting you?

Jotform helps us streamline data collection and automate workflows across departments. It eliminates the need for manual paperwork, allowing us to gather information from clients, employees, and prospects efficiently. It has also simplified processes like event registrations, employee onboarding, and compliance form submissions. The integrations with Google Sheets and CRMs save considerable time, making operations more seamless. Review collected by and hosted on G2.com.

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FieldPulse

FieldPulse

(344)4.7 out of 5

FieldPulse

(344)4.7 out of 5

FieldPulse is your business hub, helping you run your mobile service or contracting business. Because you work in the office and on-the-go, FieldPulse is available on iOS, And

Top Employee Planner Software Result from Field Service Management

Also listed in HVAC, Roofing, Construction CRM


Cathy D.
CD
“FieldPulse For Trades”
What do you like best about FieldPulse?

We have found FieldPulse to be great at helping us managing our jobs. We have gone from an Excel spreadsheet to using FieldPulse and it has streamlined our business. If a customer calls we can quickly bring up the job they are referring to, see the day it was done, the time, who did it and a collection of photos that have been saved.

The guys on the road were hesitant at first of us introducing another thing for them to do but love the features of clicking on the address and the maps take you straight to it. Also clicking on a phone number and that dialing that contact is another time saving function they like. Review collected by and hosted on G2.com.

What do you dislike about FieldPulse?

As our business evolves we have identified ways the system can streamline our processes further so we have contacted FieldPulse and requested these changes be looked into at the next update.

The only thing we dislike is it is not tailored for a particular industry, so you really need to customize it to suit your individual business needs. Review collected by and hosted on G2.com.

What problems is FieldPulse solving and how is that benefiting you?

Easy to look up past jobs and photos.

Assists us in scheduling of jobs and workload

Easy navigation

Interfaces with Xero so less double handling Review collected by and hosted on G2.com.

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Rocketlane

Rocketlane

(780)4.7 out of 5

Rocketlane

(780)4.7 out of 5

Rocketlane is a Collaborative Customer Onboarding Platform that helps you shorten time to value, and deliver a delightful onboarding experience.

Top Employee Planner Software Result from Professional Services Automation

Also listed in Client Onboarding, Project Collaboration, Client Portal, Resource Management, Workflow Management


Shreeganesh K.
SK
“Program Management Made Practical and Powerful”
What do you like best about Rocketlane?

1. User-Friendly Interface – Clean and intuitive layout makes navigation seamless, even for first-time users.

2. Swift Performance – Quick loading with no noticeable lag, which is crucial during tight delivery windows.

3. Hassle-Free Template Setup – Project creation using ready-made templates is straightforward, efficient and easy to implement.

4. Unified Project Visibility – Consolidates all project-related data into one dependable source. Review collected by and hosted on G2.com.

What do you dislike about Rocketlane?

Comparing the current project state with the original or past plans can be challenging. With multiple revisions (3–4 iterations), adapting and establishing baselines from previous versions isn’t as smooth as expected. Review collected by and hosted on G2.com.

What problems is Rocketlane solving and how is that benefiting you?

Previously lacked a central tracking system - Rocketlane now acts as a unified hub for all project updates, minimizing ambiguity and eliminating reliance on multiple disconnected tools.

Stakeholders had limited visibility into progress - Built-in project views and automated status reports offer leadership the clarity they need—no additional follow-ups required.

Cross-functional collaboration was inefficient - Defined task ownership and timelines across teams have significantly improved coordination and accountability.

Challenging to manage several projects simultaneously - The portfolio-level dashboard enables clear visibility across accounts, making it easier to identify risks and delays early on. Review collected by and hosted on G2.com.

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