15 Best Project Management Software Picked For 2024
15 Best Project Management Software Shortlist
Here's my pick of the 15 best software from the 15 tools reviewed.
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You need project management software to help your team manage, schedule, and organize tasks effectively. However, with countless PM software options available, finding the right tool for your team's unique needs and working styles can be both frustrating and time-consuming.
In this article, I leverage my experience with various PM tools to explore the project management software market on your behalf. Here, I have shortlisted the best software for project management on the market and determined their best use cases, making it simple and easy to find the right project management tool for you.
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Best Project Management Tools Comparison Chart
Review all the tools we just covered in this convenient table where you can see them side-by-side.
| Tools | Price | |
|---|---|---|
| ClickUp | From $7/user/month | Website |
| monday.com | From $8/user/month (billed annually) | Website |
| Wrike | From $10/user/month (min of 2 seats) | Website |
| Celoxis | From $15/user/month (billed annually) | Website |
| Smartsheet | From $9/user/month (billed annually) | Website |
| Productive | From $9/month (billed annually) | Website |
| Jira | From $7.16/user/month (billed annually, min 5 seats) | Website |
| Hub Planner | From $7/user/month (billed annually) | Website |
| Polaris PSA By Replicon | From $6-29/month | Website |
| Bonsai Agency Software | From $9/user/month (billed annually) | Website |
| Zoho Projects | From $4/user/month (billed annually) | Website |
| Hive | From $5/user/month (billed annually) | Website |
| Workzone | From $25/user/month | Website |
| Visor | From $9/user/month | Website |
| Resource Guru | From $4.16/user/month (billed annually) | Website |
Compare Software Specs Side by Side
Use our comparison chart to review and evaluate software specs side-by-side.
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Wrike
Visit WebsiteThis is an aggregated rating for this tool including ratings from Crozdesk users and ratings from other sites.4.2 -
Hub Planner
Visit WebsiteThis is an aggregated rating for this tool including ratings from Crozdesk users and ratings from other sites.4.2 -
Miro
Visit WebsiteThis is an aggregated rating for this tool including ratings from Crozdesk users and ratings from other sites.4.8
Best Project Management Software Reviews
Here’s my in-depth review and analysis of the best project management software. I’ll walk you through pros and cons, features and functionality, to help guide you to a better understanding of each tool’s capabilities and suitability for your projects.
ClickUp is one of a handful of megatools in project management. It has hundreds of features, offers the flexibility to customize almost every aspect of its platform, and has the mission to help you be more productive so you can dedicate that extra time to more impactful work.
Why I picked ClickUp: I selected ClickUp because of how well they approach the idea of making an app that replaces all others. The features included in this software make it an option for remote teams since they encourage collaboration. From the ability to tag people in conversations to collaborative documents and whiteboards that help users co-create, I really believe that you won't need to leave this platform unless it's to bill the client.
I also thought it was cool that you can access an in-app chat and proofing features that can help you streamline approvals on marketing collateral with the client.
ClickUp Standout Features & Integrations
Standout features include ClickUp Pulse and the tray dock. Pulse is a ClickApp that you can enable and will help you get your hand on the pulse of a remote team. This view allows you to see user's activity across the platform. It provides you with a breakdown of how many users were online at what time (in your timezone), who's online and who's not, and the tasks that they've recently worked on. The tray dock is one of my favorite features since the latest update as it is a space within ClickUp where you can keep documents and tasks pinned to a bottom bar for easy access. Saves you tons of time navigating the platform.
Integrations include native ones with Slack, HubSpot, TogglTrack, Figma, Loom, Sentry, G Suite, Dropbox, Clockify, and Calendly. Additionally, you can connect to another 1,000+ apps using a paid membership with Zapier. Finally, if making custom integrations is within your reach, there is a public API you can use for it.
Pros and cons
Pros:
- Improved performance after its latest upgrade to ClickUp 3.0
- Low price compared to the number of features it offers.
- Great knowledge base with helpful articles and tutorials.
Cons:
- AI is available for an extra fee, regardless of the plan.
- Requires considerable time investment to set up the platform.
- Free version becomes read-only after reaching limits.
monday.com is a work management platform that is highly customizable and can help you manage all kinds of projects and workflows.
Why I picked monday.com: I picked this platform because it has the capacity to automate any type of workflow through customization. The automation center is a space where you can build automations from scratch, select templates that have predefined rules, and even leverage integrations to exchange information between monday.com and other tools in your tech stack.
However, while automations are great, you can also find plenty of features that support collaboration and wil help connect your team in many ways. Workdocs will invite teams to co-author documentation, forms will let you gather feedback from external stakeholders and users, and proofing features will allow your team to close feedback loops on deliverables.
monday.com Standout Features & Integrations
Standout features include the workload view and App Views. Adding the workload view to your projects lets you see what all your resources are up to and a bubble chart indicates a resource's allocation. With App Views, you can bring your favorite apps directly to your project. For example, I was able to bring a Miro board as a view and have the results of my brainstorming session as a tab within my project.
Integrations include pre-built connections to apps like Slack, Google Drive, DocuSign, Gmail, Google Calendar, Jira, GitHub, Trello, Dropbox, Typeform and many more. Additionally, you can connect to thousands of additional apps via Zapier.
Pros and cons
Pros:
- Easy to connect to other tools via integrations library.
- Automations are easy to create and require no coding.
- Can be customized to fit any workflow.
- Huge focus on collaboration
Cons:
- The Gantt view cannot be used to build a project from scratch.
- Some views have trouble auto-updating.
- Most core project management features are in the Pro plan.
Wrike is an all-in-one project management software with powerful features that can support small and large projects at any organization as it scales.
Why I picked Wrike: I picked this tool because it has been in the market for almost two decades and is trusted by companies like Procter & Gamble, Lyft, and T-Mobile. Wrike has many features that I find useful in digital project management, like proofing and approval workflows and blueprints. This last one lets you save a project with its tasks and keep it as a template for future projects that follow the same structure.
Additionally, Wrike's automated workflows help teams with repetitive tasks. Its AI features can even make smart suggestions for workflow automation based on repetitive tasks that your team engages in. Its AI features also offer content creation, editing, risk predictions, task creation, and summaries of task comments. Wrike also offers 24/7 global support and assistance with onboarding for easier platform adoption.
Wrike Standout Features & Integrations
Standout features include its proofing comparison mode and access to Wrike Labs. Wrike’s comparison mode is incredible. It allows you to overlap two versions of the same file on top of each other and use a scrollable bar to toggle between one and the other. It is amazing when you need to provide feedback on subtle changes to a deliverable. Users can also fully personalize their dashboards with widgets like activity streams and pivot tables.
Integrations in Wrike include 400+ pre-built native integrations that include Asana, Airtable, BambooHR, Chargify, Clearbit, HubSpot, Jenkins, Mailchimp, Replicon, Salesforce, and Slack. Additionally, you can build custom automations using its API.
Pros and cons
Pros:
- Worldclass onboarding through video walkthroughs.
- Right-click context menus allow you to do more with fewer clicks.
- AI features are available in all plans at no extra cost
Cons:
- Wrike can quickly become expensive
- 2FA is locked behind the enterprise plan.
- Integrations come at an extra cost, regardless of the plan.
Celoxis is an all-in-one project portfolio management (PPM) software to seamlessly plan, track, and manage all your workflows on a customizable platform. It offers sophisticated analytics and dashboards, empowering teams to streamline their projects, resources, and workflows with business intelligence for making data-driven decisions.
Why I picked Celoxis: I like that Celoxis allows users to create project plans, define tasks and milestones, allocate resources, and establish timelines. Furthermore, users can assign tasks to team members, track task progress, set priorities, and manage deadlines. Task dependencies and Gantt charts also help visualize the project timeline.
Users can build dynamic project plans with automatic scheduling and inter-project dependencies to adapt to changing real-world conditions. You can also stay on top of your projects with health indicators, critical path analysis, and automatic email alerts for addressing problems.
Furthermore, Celoxis' BI functionality is intrinsically aware of the project data, enabling users to quickly and easily prepare the necessary visualizations to support strategic decision-making. Celoxis also offers real-time visibility into budget spending, receivables, and profitability across projects and portfolios with profit tracking, revenue forecasting, and custom financial KPIs.
Celoxis Standout Features & Integrations
Features include resource management tools, budgeting, SOC 2 compliance, flexible deployment options, multilingual and mobile-optimized interfaces, and more.
Integrations include pre-built connections with Google Drive, Outlook, Microsoft Project, Excel, Salesforce and hundreds of other tools like JIRA, Azure DevOps, Slack & Trello.
Celoxis Plans & Pricing
Celoxis is one of the few project manager software programs to be available in both SaaS and on-premise. It offers flexible pay-per-use pricing tailored for teams of all sizes.
Pros and cons
Pros:
- Advanced reporting and analytics
- Highly customizable and flexible
- All-in-one solution
Cons:
- No mobile app available
- May not be suitable for small teams or organizations with fewer than 5 employees
Smartsheet is a spreadsheet-like project management platform. It’s a nice platform if you’re comfortable working in Excel but want a break from complicated formulas, as Smartsheet performs all the calculations for you across multiple sheets.
Why I picked Smartsheet: Despite its outdated UI, this is a robust platform with dozens of features and powerful functionality. The platform makes it easy for you to automate workflows and create work applications, which is the main reason I included it on my list. You have all the workflow automation capabilities that are available for all users. This module within the software lets you automate almost any activity you can think of in a visual drag-and-drop environment. A few examples include alerts for change of status, automated approval requests, and responding to update requests from your email or Slack.
Additionally, you have the software's work applications. WorkApps is a no-code platform where you can build apps from a template or directly from sheets, forms, reports, and even external content. I personally liked that it gives you the ability to tailor how each user or group of users gets to experience the project by having access only to the information that is relevant to them and presented in a way that helps them do their jobs.
Smartsheet Standout Features & Integrations
Features include Bridge - a business process automation builder that can help you build workflows in a no-code interface and dashboards that can give you a real-time view of your KPIs, critical trends, and summary reports. Additionally, the tool has a Brandfolder integration available that can work seamlessly with Smartsheet if you need a digital asset manager. As part of the Smartsheet family, this is a differentiator for companies who produce large amounts of digital files and need to easily sort them and retrieve them with ease.
Integrations include Microsoft and Google apps, as well as development essentials like Jira, and useful business apps like Salesforce, ServiceNow, Slack, Box, and Tableau. The platform is extensible through a REST API and webhooks.
Pros and cons
Pros:
- Easily customizable dashboards.
- Sheet-to-sheet linking.
- Integrated proofing and approval tools to collaborate with your team.
Cons:
- Outdated UI that affects ease of use.
- Onboarding is non-existent when you first get your account.
- Can't customize chart colors.
Productive is an all-in-one project management software designed for agencies. It offers comprehensive tools for managing projects, resources, budgets, and client relationships, all within a single platform.
Why I picked Productive: Productive stands out as a good project management software because of its extensive and integrated features that cover the entire project lifecycle. The platform's project management capabilities include detailed task tracking, Gantt charts for visual timeline management, and a robust workload feature to balance team assignments effectively.
The software also provides real-time budgeting and profitability tracking, enabling managers to stay on top of project costs and ensure profitability. Additionally, Productive offers tracking and invoicing features for accurate billing and financial transparency as well as resource planning for allocating team time and skills effectively.
Productive Standout Features & Integrations
Standout features include a Sales CRM that helps manage client relationships and sales processes, providing a complete view of the sales funnel. The platform also includes a comprehensive reporting module, which offers customizable reports for in-depth analysis and decision-making. Furthermore, Productive’s automation capabilities help with repetitive tasks, freeing up time for more strategic activities.
Integrations include Jira, Slack, QuickBooks, Xero, Zapier, Sage, BambooHR, Google Calendar, Rippling, and HubSpot.
Pros and cons
Pros:
- Robust resource planning and tracking capabilities
- User-friendly interface that simplifies project management tasks
- Comprehensive features for financial management and reporting
Cons:
- Initial setup can be time-consuming
- Could have more integrations
Jira is a project management tool designed to facilitate issue and project tracking across various teams, providing a unified platform to plan, organize, and monitor work. Its ability to align tasks with company goals and offer customizable workflows makes it particularly effective for cross-team project tracking.
Why I picked Jira: The platform can manage work with powerful agile boards, such as Scrum and Kanban, and provide out-of-the-box reports and insights. These features facilitate a clear visualization of workflows and help in breaking down complex projects into manageable tasks. The tool is versatile and can be used by various teams, including agile, bug tracking, DevOps, product management, business, and software development teams.
Jira supports multiple project frameworks and offers project flexibility, allowing teams to choose between team-managed or company-managed projects. It also integrates with other tools and platforms to facilitate collaboration and communication within teams. Furthermore, the ability to customize workflows is particularly beneficial for teams with unique processes.
Jira Standout Features & Integrations
Features include timelines, drag-and-drop automation, milestones, dependencies, company objectives, lists, boards, backlogs, unified timelines, language and process customizations, and real-time data for project visibility. Additionally, the AI feature suggests tasks automatically to help teams accomplish their big ideas.
Integrations include AdobeXD, Invision, Figma, Gliffy, Draw.io, Balsamiq, Lucidchart, Miro, Jenkins, GitHub, Slack, Zendesk, Trello, Gmail, Microsoft Teams, Confluence, and more.
Pros and cons
Pros:
- Dynamic progress tracking
- Agile and scrum management
- Customizable workflows
Cons:
- Initial setup may be challenging
- Learning curve for new users
Hub Planner is a project management and resource scheduling software that helps you manage your team's projects as well as their time.
Why I picked Hub Planner: This software made my list because it's especially good for resource planning and employee time tracking. I like that you can plan your projects with the budgeting system, which covers internal and external billing rates as well as project spend. Dependencies also allow you to connect projects with one another and monitor overlap in resource utilization.
Resource planning is ultimately the heart of the platform, and where it truly shines. I think it's useful that you can create employee schedules and do capacity planning to make sure each project is well-resourced. Employees can track their time in the system, keeping track of billable and non-billable hours and the time required for various tasks.
Hub Planner Standout Features & Integrations
Features include the software's skills matching capabilities. You can find resources based on the specific skills needed for projects and tasks, and then assign staff to projects based on their workloads and capacity. I also found the drag-and-drop scheduler quite handy and easy to use.
Integrations include DIY options via the Hub Planner API and webhooks. Additionally, you can access thousands of apps using a Zapier account.
Pros and cons
Pros:
- Project budgeting included
- Well-suited to professional service companies
- Resource management included
Cons:
- Project management is not the primary functionality
- Somewhat rudimentary task management
Polaris PSA by Replicon is a professional services automation tool designed to help your team manage projects more effectively. It offers real-time insights into project metrics, enabling informed decision-making and proactive management.
Why I picked Polaris PSA: I like that its MissionControl feature provides a centralized dashboard where you can monitor project status, resource allocation, and financials in real-time. This holistic view allows for timely adjustments, helping to keep projects on track and within budget.
Another valuable aspect is its intelligent resource management. Polaris PSA uses AI-driven insights to match team members to projects based on their skills and availability. This ensures optimal resource utilization and helps prevent overloading or underutilizing team members, leading to more balanced workloads and improved project outcomes.
Polaris PSA by Replicon Standout Features & Integrations
Standout features include financial modeling that lets you simulate various pricing and revenue scenarios to optimize project profitability. The governance feature helps enforce standard processes and workflows across your organization, ensuring consistent project execution. Additionally, the analytics component offers real-time insights into key performance indicators, aiding in data-driven decision-making.
Integrations include Deltek Costpoint, JD Edwards, MS Dynamics, Oracle, Salesforce, Workday, Quickbooks, Xero, Sage, Atlassian, Servicenow, and Zendesk.
Pros and cons
Pros:
- AI-driven resource management
- Supports multi-level project and program management
- Real-time visibility into project status
Cons:
- Occasional performance issues with large data sets
- Initial setup can be complex, particularly for new users
Bonsai is a comprehensive business management platform designed to consolidate multiple functions, from project management to client and financial management.
Why I picked Bonsai: As a project management software, Bonsai uniquely caters to the multifaceted needs of agencies and other services like consultancies and professional service providers. Its interface allows users to manage projects from inception to completion, integrating tools for drafting proposals, managing contracts, and processing payments. This integration reduces the need to switch between multiple tools, which can be especially useful for agencies working with multiple clients.
Furthermore, Bonsai stands out with its robust time tracking and financial reporting features. These tools help businesses keep a close eye on project hours and budgets, which is crucial for maintaining profitability. The platform also supports multiple currencies and tax settings, which is invaluable for those working with international clients.
Bonsai Standout Features & Integrations
Features include workload management and utilization to provide you with a clear picture of how your team and projects are progressing. Bonsai also offers automated invoice generation, which simplifies the billing process by allowing users to create and send invoices directly within the platform. Additionally, the task management tool enables users to assign tasks, projects, and clients to different team members and external collaborators, set deadlines, and track progress, ensuring projects stay on schedule.
Integrations include Gmail, Google Calendar, Zapier, Slack, QuickBooks Online, Calendly, ClickUp, Trello, Google Drive, Google Sheets, Xero, HubSpot, and more.
Pros and cons
Pros:
- Automation for repetitive tasks
- Simple online scheduler
- Client portal available
Cons:
- Lack of advanced features
- May not be best for scalability
Zoho Projects is a project management application that can handle projects of all sizes and levels of complexity. The tool comes with features that imitate social networking sites such as feeds, forums, and discussions, and is available on mobile for iOS, Android, and other systems.
Why I picked Zoho Projects: For project planning and monitoring, Zoho Projects' Gantt chart features let you break large projects down into manageable sections and actionable tasks, plan and visualize different tasks and milestones, and create tasks lists to help you plan in better detail. Zoho Projects' Gantt charts can also be used for resource allocation, so you can visualize your project schedule and the team's workload. The resource usage table tells you who is available, who is busy, and who is overloaded.
With Zoho Projects, you can define dependencies between tasks and assign them to the right people, schedule events in your calendar, and monitor the percentage of work that's been completed once the work has begun. Automate routine tasks at regular intervals by setting up a recurring task, and set reminder emails for tasks.
You can also create or download project documents, presentations, and spreadsheets, as well as upload and share files for team collaboration. Record the hours spent on tasks and compare them with what you had originally planned. This can be done manually or with the help of an integrated timer. Entries are automatically recorded in your timesheet, and generating invoices from this information requires only a few clicks.
Zoho Projects Standout Features & Integrations
Features include task management, task automation, blueprints, time and issue tracking, reporting, and forums for detailed discussions with your team.
Integrations. Being part of the Zoho ecosystem allows you to connect to several of Zoho’s other services such as Zoho Books and Zoho’s finance suite. The new Zoho marketplace allows 3rd party integrations as well, like Microsoft Office 365, Microsoft Teams, Google Drive, Zapier, Zendesk, and ServiceNow. Integrations via Zapier and Zoho Flow are also supported.
Zoho Projects Plans & Pricing
Zoho Projects costs from $5/user/month and comes with a 10-day free trial. They have a freemium version for up to 3 users and 2 projects.
Pros and cons
Pros:
- Time-track multiple tasks at once
- Robust communication features
- Easy workflow automations
- Unlimited number of projects
Cons:
- Lack of file type export options
- Lacks some reporting features
- Does not integrate with Quickbooks
Hive is a project management and collaboration platform that powers teams at Starbucks, Uber, Electronic Arts, and Toyota. As the world's first community-built software, Hive's product roadmap is built entirely on customer requests.
Why I picked Hive: Hive centralizes all your work in one place, offering robust task management, flexible project views, dependencies and intake forms. Hive’s goal tracking, time resourcing and analytics capabilities allow for strategic planning and a transparent understanding of teams' workloads and deliverables.
Uniquely, Hive offers native email integration allowing you to easily turn emails into tasks without jumping from app to app. Choose Hive if you’re in the market for a well-laid-out, comprehensive project management tool that can be scaled up or down based on team needs.
Hive Standout Features & Integrations
Features include automations, reporting and analytics, portfolio management, intake forms and proofing & approvals capabilities.
Integrations include Microsoft Teams, Zoom, Jira, QuickBooks and Slack. Thousands of integrations are available using the no-code Hive Automate app.
Pros and cons
Pros:
- Easy to integrate with other tools
- Intuitive & pleasant UI
- Great all-in-one option for SMBs
- Excellent built-in communication features
Cons:
- Mobile version limited in functionality
- Vastness of capabilities means steep learning curve
- Reporting functions could be expanded
Workzone is a great project management software for marketing, agency and operations teams of 10+ users. It's powerful yet still easy to use and adopt. It's been used and developed for 20 years, so the company has built some really useful features. If you’ve had difficulty adopting a tool in the past, Workzone provides every customer with unlimited support run by experienced trainers.
Why I picked Workzone: Some of Workzone's noteworthy features include a useful all-projects dashboard, personalized to-do lists, and an interactive Gantt chart. Workzone also offers secure file management and creative review tools, customizable project intake forms, workload management, time and expense tracking, and powerful reporting. Flexible permissions allow for giving different levels of access to different users, providing extra layers of security and control.
For new teams who aren't used to working with a project management software, Workzone is a smart choice because they assist in implementing the software—their team helps your team build the foundation, processes, and discipline you need to get the most out of the software and use it to manage projects successfully. Their level of support is hard to find—they offer needs assessment, success planning, setup and customization, training, and ongoing coaching.
Workzone Standout Features & Integrations
Features include a high-level project dashboard, task and budget management, built-in workflow templates, and unlimited adoption training for your teams.
Integrations are available with standard industry software, including various communication, IT, file sharing, time tracking, accounting, marketing, and CRM software. You can extend Workzone’s functionality through their extensive APIdeveloper API and Zapier.
Pros and cons
Pros:
- Easy template creation from existing projects
- Thoughtful collaboration so you don’t have to dig for comments
- Portfolio-to-task level visibility with robust filtering
Cons:
- Waterfall and board views are separate
- No video mark-up tool
- Delayed tasks negatively affect independent tasks on the timeline
Visor offers a flexible project management platform with custom workflows, project roadmaps, and collaboration tools. The tool helps you create free and colorful Gantt charts and spreadsheets that connect to SaaS apps like Jira.
Why I Picked Visor: This software provides several collaboration features for busy project teams, including the ability to assign tasks and responsibilities to team members. I picked it because it allows team members to focus on specific project components while keeping others informed of their progress. With the drag-and-drop interface, task lists can be easily customized, due dates can be set, and notes or comments can be added for further context. I like that within the project workspace, users can share files, send messages, and make comments.
Visor offers a distinctive collaboration feature by displaying a comprehensive view of project progress. By showing completed tasks, upcoming deadlines, and potential roadblocks, team members can quickly identify areas needing attention and take appropriate measures. I find that this feature assists teams in staying on schedule, decreasing the possibility of missed deadlines or delays.
Visor Standout Features & Integrations
Features include Visor's two-way syncing to SaaS apps ensures that your charts and reports stay accurate without manual work. Its 2-way sync also allows you to build workbooks that can combine information from multiple tools in one place and create multi-app workflows.
Integrations include Jira Software, Salesforce, and Hubspot. You can also import data from Google Sheets and Excel.
Pros and cons
Pros:
- Live support via phone & video call
- Free unlimited viewer-only accounts
- Free plan for 2 workbooks & 5 views each
Cons:
- May cost extra for monthly integration sync credits
- Unlimited audit trail locked to highest plan
Resource Guru is a resource management tool designed to help teams efficiently allocate and monitor their resources. It offers features that assist in scheduling people, equipment, and meeting rooms, ensuring optimal utilization.
Why I picked Resource Guru: It offers a dynamic schedule view that provides a comprehensive overview of team availability, helping you manage project workloads across different time zones. The software also integrates leave management into work schedules, allowing for easy incorporation of time off and sick days. Furthermore, its customizable booking features let you adjust project schedules and manage bookings according to your needs, while the activity log tracks changes to minimize scheduling conflicts.
Additionally, Resource Guru supports multi-resource bookings, allowing for simultaneous scheduling of multiple team members and resources, and integrates with external calendars like Google Calendar and Outlook for a unified scheduling experience.
Resource Guru Standout Features & Integrations
Standout features include project forecasting reports that provide insights into project timelines and resource utilization, helping to identify potential issues early. It also offers a daily schedule email that keeps everyone updated on their tasks, eliminating the need for manual updates and a single resource pool to manage people, equipment, and meeting rooms in one place.
Integrations include Google Calendar, Microsoft Outlook, Apple Calendar, Slack, Salesforce, and other compatible applications that can be connected through Zapier.
Pros and cons
Pros:
- Comprehensive reporting features
- Good leave management system
- Offers flexibility in managing different types of resources
Cons:
- Could offer more native integrations
- Approval workflows are limited to higher-tier plans
Other Project Management Software
Below is a list of additional PM tools that I shortlisted but did not make it to the top 15. Definitely worth checking them out.
Other Types Of Project Management Software
Check out our list of project management tools we've identified and tested for specific industry use cases or with particular features.
Project Management Software for:
- Agile
- Architects
- Construction
- Consultants
- Creative
- Design
- Enterprise
- Free
- Freelancers
- Healthcare
- Individuals
- MacOs Users
- Marketing
- Manufacturing
- Remote teams
- Small Business
- Startups
Project Management Software with:
- Cloud-Based Deployment
- Client Portals
- Google Calendar Integrations
- Invoicing
- On-Premise Deployment
- Visual planning
- Web-based
Related Project Management Software
If you still haven't found what you're looking for here, check out these tools closely related to project management software that we've tested and evaluated.
- Resource Management Software
- Workflow Management Software
- Time Tracking Software
- Task Management Software
- Collaboration Tools
- Productivity Tools
Video Walkthrough of Project Management Tools
Check out our video on the top project management tools:
Selection Criteria for Project Management Software
We’ve been testing and reviewing project management software since 2012, so we know that selecting the best project management tools requires a detailed analysis of each tool's features and how well it meets specific use cases. My approach is also rooted in extensive personal experience, having tried and researched numerous online tools for project management.
Here’s how I evaluate these project manager tools, broken down into specific criteria, each with its own set of weightings to reflect their importance in the overall selection process.
Core Features (20% of final scoring)
We test core features to see how well the project planning tools can perform the core functions and jobs to be done. This allows us to discount and discard project management tracking tools that advertise for a specific use case but don't have the functionality to back it up.
For project managing software, the core functionalities we test and evaluate are:
- Task Management Tools (4%)- The ease with which you can create tasks, subtasks, dependencies, and milestones. Also, the ability to track tasks, adjust assignees and due dates, and create custom fields.
- Collaboration (4%)- The ways in which the project tracking tool has added features to bring teams closer. This can include interactions and mentions in comment sections, collaborative docs, in-app chats, proofing modules, and forms to gather stakeholder information.
- Time Tracking (4%)- I analyze how the project planning tool has deployed time tracking features. This includes the availability of time tracking throughout the app, where the information is stored, if there are timesheets associated to it, and other forms of tracking work spent on tasks.
- Resource Management (4%)- The project manager tool's capacity to show you the people in your team, the tasks they are assigned to, and if they are overallocated or not. Therefore, this part of the evaluation looks at a combination of effort setup, time tracking, and reporting through workload views.
- Document Management (4%)- This section includes the management project tool's ability to handle attachments, filter through them, and create documents for your projects.
Standout Features (20% of final scoring)
We evaluate uncommon, standout features that go above and beyond the core features defined, and typically found in cloud-based project management tools. A high score reflects standout features that will make work faster, more efficient, or offer additional value.
Ease of Use (10% of final scoring)
We consider how quick and easy it is for the primary user to execute the tasks defined in the core features. High-scoring project management tool software will be well designed, intuitive to use, offer mobile apps, provide templates and make relatively complex tasks seem simple. A low score means the PM software is difficult to use.
Onboarding (10% of final scoring)
We know how important rapid team adoption is for a new online project planning tool, so we evaluate how easy it is to learn and use the software with minimal training. We evaluate how quickly a team member can get set up and start using the project management online tool with no experience. High scoring software indicates little or no support is required.
Customer Support (10% of final scoring)
We review how quick and easy it is to get unstuck and find help by phone, live chat, or knowledge base. Project tracking tools that provide real-time support score best, while chatbots score worst.
Integrations (10% of final scoring)
We evaluate how easy it is to integrate with other tools typically found in the tech stack to expand the functionality and utility of the project management tools online. PMO tools offering plentiful native integrations, and API access to build custom integrations, score best, those with no integrations score worst.
Customer Reviews (10% of final scoring)
Beyond our own testing and evaluation, we consider the net promotor score from current and past customers. We review their likelihood, given the option, to choose the program management tool again for the core functionality. A high scoring PMO tool reflects a high net promotor score from current or past customers.
Value for Money (10% of final scoring)
Lastly, in consideration of all the other criteria, we review the average price of entry level plans against the core features and consider the value of the other evaluation criteria. A project management tracking tool that delivers more, for less, will score higher.
Through this comprehensive approach, focusing on core functionalities, standout features, usability, onboarding, customer support, value, and customer reviews, I aim to identify tools for project management that not only meet but exceed expectations, ensuring teams have the best tools for project management that they need to succeed.
How to Choose Project Management Software
It’s easy to get bogged down in long feature lists and complex pricing structures. To help you stay focused as you work through your unique software selection process, here’s a checklist of factors to keep in mind:
| Factor | What to Consider |
| Scalability | Ensure the software can grow with your team, handling increased projects, users, and data without a performance drop. |
| Integrations | Look for tools that connect seamlessly with apps your team already uses, like Slack, Zoom, or Salesforce. |
| Customizability | Check if you can tailor workflows, dashboards, and reports to match your team’s unique processes. |
| Ease of Use | Choose a platform that’s intuitive, minimizes training time, and boosts adoption across your team. |
| Budget | Factor in upfront costs, recurring fees, and hidden charges. Ensure the software delivers value at a reasonable price. |
| Security Safeguards | Prioritize tools with strong encryption, user permissions, and compliance with industry standards to protect your data. |
| Collaboration Tools | Look for features like real-time editing, comments, and shared dashboards to streamline team communication. |
| Support Options | Consider the availability of live chat, phone support, or help centers to resolve issues quickly. |
Honestly, it's a lot to digest—and there's a lot of pressure to get it right so I'd suggest using our project management software advisory service to help you shortlist software that'll be a good fit for you and your organization's specific needs.
Trends in Project Management Software for 2024
Tools for managing software are evolving rapidly, reflecting a clear trajectory toward more intelligent and flexible tools in project management. Here, I have identified several key trends shaping the future of project management technologies:
- AI Integration and Automation: AI is transforming project management tools by automating tasks such as generating status updates, drafting goals, and optimizing workflows. Machine learning enhances task prioritization, resource allocation, and risk assessment, while AI-driven features like Smart Workflows and Onboarding streamline project setup and team ramp-up processes. Additionally, tools like Smart Digests and Bundles provide quick insights into project changes and apply rules and templates across multiple projects, improving efficiency and scalability.
- Customization and Flexibility: Project management tools increasingly focus on customization, offering features like Capacity Planning, Goal Templates, and Custom Project Icons. These options enable organizations to align the software with their unique processes and goals, improving resource management and fostering collaboration across teams.
- Seamless Collaboration: Modern tools prioritize hybrid work models, supporting both in-office and remote teams with features like cloud-based access, real-time updates, and integrated communication tools. Shared task lists, document sharing, and real-time editing capabilities also help centralize collaboration, while strong mobile and web interfaces enhance accessibility and productivity across locations.
- Industry-Specific Features: While many project management tools are designed for versatility, many tools now also cater to specific industries with specialized functionalities. For instance, construction project management software often includes on-site reporting tools, while software development platforms emphasize code repository integration.
These changes emphasize efficiency, adaptability, and a holistic approach to team management using the tools of project management. Moreover, analysts predict that the project management platform market size will continue to expand as remote work becomes more prevalent.
What is Project Management Software?
Project management software is a tool to help individuals and teams plan, resource, manage, schedule, and organize project tasks and resources to deliver projects efficiently and effectively. Collaboration features keep team and tasks organized, helping to hit milestones, align on deliverables, deliver within budget and timeline constraints, and ultimately meet project goals.
By consolidating project planning, task management, resource allocation, time tracking, and communication into a single tool, personal project management tools allows effective management and control of project variables. Project organization tools can also provide real-time visibility into project status, enabling project managers to make quick decisions and adjust a project to keep it on track.
Features of Project Management Software
Selecting the best tool for project management for your team involves understanding the key features that contribute to a streamlined project management process. Here, I highlight the most crucial features to look for when searching for a project managment tool to solve your specific needs.
- Task Management - This feature supports task creation, assignment, and tracking to ensure that projects are manageable and team responsibilities are clear.
- Collaboration Tools - These tools facilitate real-time communication and collaboration, keeping teams informed and fostering a cohesive work environment.
- Resource Management - These features ensure projects stay on budget by allocating, tracking, and optimizing resources like personnel and deadlines.
- Project Planning and Scheduling - Features such as timelines, calendars, and Gantt charts track progress and clarify task roles, ensuring plans and deadlines are met.
- Reporting and Analytics - Reporting tools provide insights into project performance, resource utilization, and more to help users identify trends and adjust strategies as needed.
Choosing project software with these features can significantly enhance a team's ability to manage workloads, meet deadlines, and track project progress effectively.
Benefits of Project Management Software
Implementing project management software can provide several benefits for your team and your business. Here are a few you can look forward to:
- Enhanced Collaboration: Tools used in project management can foster a collaborative environment by providing a central platform for team members to communicate, share documents, and track project updates. This centralized communication eliminates misunderstandings and ensures everyone is on the same page.
- Improved Project Planning: Effective planning is crucial for successful project execution. The best tools to manage projects offer features for scheduling, resource allocation, and milestone tracking, enabling users to create more realistic and achievable project plans.
- Better Resource Management: Allocating resources efficiently is key to project success. Users can view resource availability, manage workloads, and prevent over-allocation, ensuring optimal use of both human and material resources.
- Enhanced Risk Management: Identifying and mitigating risks is easier with a software management tool. It can provide functionality for risk assessment, tracking, and response planning, which helps in minimizing the impact of potential issues on the project.
- Data-Driven Decision-Making: With real-time data and analytics, project planning software enables informed decision-making. Users can track performance metrics, analyze trends, and make adjustments to keep the project on track and within budget.
Costs & Pricing for Project Management Software
Other than features, pricing is likely the biggest factor to consider when choosing project management planning tools. PM software costs can vary widely; however, pricing plans typically fall into similar categories and price points across the market.
It is important to understand these categories as you evaluate your options to balance the features you need with a price that suits your budget. The last thing you want is to pay a premium price for common features or features that you won't use.
Here's a breakdown of typical project management plan options and their pricing to help you determine which type of plan will be right for you:
Plan Comparison Table for PM Software
| Plan Type | Average Price | Common Features |
|---|---|---|
| Free | $0 | Task management, basic reporting, limited user access, limited storage |
| Basic | $7 - $15 per user/month | Enhanced task management, project templates, file sharing, basic integrations, all features of Free plan |
| Intermediate | $20 - $30 per user/month | Advanced reporting, customizable dashboards, more users and storage, additional integrations, all features of Basic plan |
| Advanced | $30+ per user/month | Resource management, advanced security, premium support, API access, customizable features, all features of Intermediate plan |
Take the time to analyze different plans, their offered features, and how they align with your organization's needs and growth to get a sense of the software market and determine what you are willing to pay.
As a general rule of thumb, it is a good idea for smaller teams or those new to project management to start with Basic plan or even a free project management tool, which can offer essential features without overwhelming complexity. As your team grows or your project needs evolve, upgrading to Intermediate or Advanced plans can unlock more sophisticated tools and customizations.
Common stages where your company may want to upgrade their pricing plan include:
- Team Expansion: When a company is hiring more employees or forming new teams, the current pricing tier might not support the increased number of users.
- Project Volume Increase: As a company takes on more projects simultaneously, they may move to a higher tier with more comprehensive project management features and higher data capacity.
- Advanced Feature Needs: A company will often upgrade when it requires advanced features such as enhanced reporting or security features.
- Storage Requirements: An increase in project-related files can push a company to upgrade to a tier that offers more storage capacity.
- Client Management: As a company scales and manages more clients, the need for advanced client management tools can prompt a move to a higher pricing tier.
Ultimately, the right project management software plan for you should balance functionality with budget, ensuring that the tool you select meets your current needs and can scale with your organization.
New & Noteworthy Product Updates
Below you’ll find our release notes and take on the latest and greatest project management software product updates. Discover what’s now possible through feature releases, improvements, and updates on web, desktop and mobile apps. Learn what’s new, if it’s hot - or not, and why it matters for managing projects.
Q4 2024 Project Management Software Updates
monday.com Update Notes
The Engineering Performance Dashboard is a new feature in monday dev that integrates with GitHub to provide real-time insights into development workflows. It tracks key metrics such as time to pull request, code review, approval, merge, and overall cycle time, offering a comprehensive view of the development process.
This dashboard includes tables displaying items currently in each phase and their histories, detailing item names, pull request links, story points, owners, and time spent in each phase. These features can also help teams identify bottlenecks and make data-driven decisions to enhance efficiency.
Currently in beta, the Engineering Performance Dashboard is accessible to users with the GitHub integration enabled. Development teams, project managers, and stakeholders aiming to optimize their development cycles and improve workflow transparency will find this feature particularly beneficial.
Verdict: Hot! Accurate data tracking can be difficult, so anything that makes it easier is a great improvement.
Wrike Update Notes
In Q4 2024, Wrike introduced AI Widget Generation, a feature that enables users to create dashboard widgets using natural language descriptions. By simply typing phrases like "leads by channel" or "leads by month column chart," the system generates the corresponding widgets, streamlining the dashboard customization process. This functionality is currently available in Wrike Labs under the Work Intelligence preview and requires activation to access.
This enhancement is particularly beneficial for project managers, data analysts, and team leads who regularly utilize dashboards for reporting and data visualization. The AI-driven approach reduces the time and effort needed to set up widgets, allowing users to focus more on interpreting data and making informed decisions. Additionally, it lowers the barrier for those less familiar with manual widget configuration, promoting broader adoption of advanced reporting tools within teams.
By leveraging AI, Wrike aims to simplify complex tasks and provide users with intuitive tools that adapt to their needs, fostering a more efficient and user-friendly environment for project management and collaboration.
Verdict: Hot! It may still be in the preview stage, but this update has excellent potential to streamline data visualization in the future.
Zoho Projects Update Notes
In Q4, Zoho Projects enhanced its task and timesheet settings to provide users with greater control and customization over their project management processes. Key updates include the ability to maintain task order even after completion, assign unique prefixes and IDs to tasks, and set task durations in either days or hours. Additionally, users can configure task dependencies, enabling automatic adjustments to successor tasks when predecessor tasks are modified.
For timesheet management, Zoho Projects now offers settings to restrict time logging based on user roles, allowing only task or issue owners, any project member, or associated team members to log time. Users can also enable or disable time logging for closed tasks and issues, set daily and weekly log hour limits, and restrict time logs on holidays, weekends, or during leave periods. These features aim to enhance accuracy and compliance in time tracking.
These updates are particularly beneficial for project managers, team leads, and administrators who seek to optimize task management and time tracking within their projects. By leveraging these customizable settings, teams can improve workflow efficiency, ensure accurate time logging, and maintain better oversight of project timelines and resources.
Verdict: Not. While these updates certainly help make workflows more customizable and efficient, they are not particularly innovative.
Quickbase Update Notes
The Q4 2024 Quickbase release introduced several enhancements, notably the general availability of the Document Creation feature. This tool enables users to generate documents such as invoices, proposals, and purchase orders directly within their applications. Recent updates include the ability to preview and download PDF versions of document templates, improved header and footer toolbar options for adding current dates, page numbers, and total page counts, and enhanced accessibility of the Document Templates builder page. Additionally, new documents now default to the Letter page size.
Builders will also be able to include table, summary, and chart reports from any table using the report element in the Document Template builder page. Editable HTML tables will also support grouping rows, providing more flexibility in document formatting. Moreover, the custom email builder now allows the generation and inclusion of documents in scheduled emails, expanding its functionality beyond trigger-based emails.
Overall, the enhanced Document Creation feature streamlines the process of producing professional documents directly from Quickbase applications, improving operational efficiency and user experience. These updates will be particularly beneficial for application builders and administrators who require efficient document generation and integration within their workflows.
Verdict: Hot! No one likes switching between multiple applications. The more features you can have all in one place, the better!
Miro Update Notes
Miro has released several updates to enhance collaboration and customization. Key additions include Custom Shape Packs, which allow users to upload and share personalized shapes, and a Docs feature that supports AI-assisted drafting and integrates diagrams, images, and videos for seamless document creation within the workspace.
Miro has also improved integrations and the user interface. The Microsoft Copilot integration allows Miro boards to be accessed directly in Teams via search prompts, while the AWS Cloud View integration helps visualize AWS infrastructure in Miro, enabling collaborative assessment. Additionally, Miro expanded language support to Polish and Korean and introduced a streamlined UI for easier navigation.
These updates benefit design, project management, and IT professionals aiming to improve team collaboration. Customization options, enhanced integrations with Microsoft and AWS, and broader language support make Miro more accessible, efficient, and effective for a global user base.
Verdict: Hot! AI summarization is a trendy new feature, and expanding the languages available is just one more step to becoming a truly global tool.
Hub Planner Update Notes
In Q4, Hub Planner updated its user interface to enhance the management of resource and project groups. These groups, which can be created manually or through smart filters, help organize teams and projects efficiently. The latest UI improvements aim to simplify the process of building and managing these groups, making the platform more intuitive and user-friendly.
Key enhancements include a more compact design that occupies less screen space, refined column layouts for better visibility of selections and outputs, and resized buttons for a cleaner interface. Additionally, a unified search function now filters across all columns simultaneously, streamlining the filtering process. These updates are designed to make group management more straightforward and efficient.
Project managers, team leads, and resource coordinators who utilize Hub Planner for scheduling and resource management will find these updates particularly beneficial. The improved UI facilitates quicker navigation and more effective organization of resources and projects, enhancing overall productivity and user experience.
Verdict: Not. Project and resource groups are awesome, but UI updates are not exactly trending.
Visor Update Notes
In Q4, Visor introduced a new integration with Asana, enabling users to consolidate multiple Asana projects into a single platform. This integration allows for the creation of Gantt charts, dashboards, spreadsheets, Kanban boards, multi-project roadmaps, and capacity planning charts, facilitating seamless portfolio management and collaboration.
The bi-directional integration ensures that any updates made in Visor are reflected in Asana and vice versa, maintaining data consistency across platforms. This feature is particularly beneficial for teams using various SaaS applications, as it eliminates collaboration silos and unifies project data.
Project managers, product managers, and teams seeking to enhance their project visualization and reporting capabilities will find this integration especially valuable. By leveraging Visor's tools, they can achieve clearer alignment with stakeholders and improve overall project management efficiency.
Verdict: Not. An integration with Asana is an amazing update, but it is not new in the project management software landscape.
Productive Update Notes
In Q4, Productive introduced several enhancements to improve user experience and operational efficiency. Notably, the platform now supports retainer rollover hours, allowing users to manage unused hours by carrying them over to subsequent budgets. This feature is beneficial for agencies and businesses that operate on retainer agreements, ensuring better utilization of allocated time and resources.
The update also includes advancements in automation capabilities, such as the integration of webhooks and the ability to create invoices automatically. These enhancements enable users to streamline workflows by connecting Productive with external applications and automating invoicing processes based on specific budget events. Additionally, reporting functionalities have been improved with the introduction of OR/AND filters and a dedicated bills report, offering more flexible and detailed data analysis.
These updates are particularly advantageous for project managers, financial analysts, and team leads seeking enhanced control and collaboration within the platform.
Verdict: Hot! Managing money is a sensitive and important part of project management. Anything that makes it easier is a welcome addition!
Kintone Update Notes
In Q4, Kintone introduced several updates to enhance application management and user experience. A key feature is the new Maintenance Mode, which allows administrators to temporarily make apps private during essential updates and checks. While in this mode, regular users are notified of the app's unavailability, ensuring that only administrators can access and modify settings.
Additionally, Kintone has revamped its front-end architecture, particularly within the Kintone Marketplace, to facilitate faster product improvements. This overhaul includes updates to the design and layout of settings pages, enhancing user navigation and interaction. Furthermore, the REST API now supports streamlined management of inline editing permissions, allowing users to retrieve and update these settings across multiple apps more efficiently.
These updates are particularly beneficial for system administrators and developers who require greater control over app accessibility and maintenance.
Verdict: Hot! No one likes to have their work interrupted by updates, but this new feature makes interruptions much more manageable.
ClickUp Update Notes
ClickUp's Release 3.36 introduces several enhancements aimed at improving user experience and productivity. Notably, users can now filter views and reports by Custom Relationships, allowing for more tailored data insights. Additionally, Microsoft Teams link previews enable users to view shared Teams content directly within ClickUp tasks, Docs, and Chat, reducing the need to switch between applications.
The update also includes a new 'My Work' page for mobile users, consolidating tasks, events, and calendar entries into a single, organized view grouped by day. This feature facilitates efficient task management on-the-go, allowing users to create tasks, view event details, and complete reminders with ease.
These enhancements are particularly beneficial for project managers, team leads, and mobile users who require streamlined workflows and improved integration between communication platforms.
Verdict: Hot! Better data, better integration, and better mobility, all in one update!
Project Management Software FAQs
Here are some of the frequently asked questions I receive about project management software.
Why Use Project Management Software?
Project management software can help your team streamline workflows, optimize resources, and make data-driven decisions, making it an essential tool for modern project execution. With features like resource allocation, collaboration tools, task scheduling, risk management, budgeting, and reporting, project management software enhances efficiency, improves visibility, and ensures accountability. Moreover, by providing real-time insights into progress, it empowers teams to anticipate roadblocks, control costs, and make timely adjustments to stay on track.
You can find an additional 8 reasons to use project management software here.
How Do You Implement Project Management Software?
Implementing project management software will look very different depending on the size of your organization.
- For a small company, it’s counting how many people need access to the software, buying the licenses, and configuring the product.
- For a mid-sized organization, it triggers a change management project. Planning for a new tool requires addressing the existing system, which, good or bad, is familiar to users. Implementing a PM tool involves engaging with affected users and securing stakeholder buy-in.
- For a large corporation, it means managing change alongside strategy. At the enterprise level, choosing a new tool requires evaluating its impact on users, projects, goals, and overall strategy. Combine this with the security demands of such a large-scale implementation, and it quickly becomes complex.
Whatever the size of your organization, I suggest you schedule a demo with the vendor, inquire about training and configuration support, and ensure your budget accommodates both implementation and future growth.
What Can You Do with Project Management Software?
Project management platforms allow you to streamline your work.
- You can collaborate with your team in a centralized platform, comment on tasks, tag people who need to get involved in the conversation and have stakeholders interact with the project through portals or guest accounts.
- You can enhance your visibility to everyone on the team of the project timeline. This will help keep your team aligned and alert them when the timeline has shifted.
- You can automate parts of your work that are repetitive, such as pinging individuals when a task is completed, or approvals are received.
Should I Choose Software Based on My PM Methodology?
Yes, your PM methodology directly impacts the features you need and influences your choice of software. For example, traditional methodologies like Waterfall require task lists, dependencies, and milestones, while Agile approaches like Kanban prioritize board views for visual task management and collaboration.
Moreover, since Kanban boards and other methodology-specific features often appear in higher-tier plans, your methodology will also affect your budget and choice of software plan.
What is the Easiest Project Management Software to Use?
Easy project management tools are both that is easy to use and easy to learn. Although this might be different from person to person, I do have a list of some tools that fit this criteria, like Wrike, monday.com, and Hive.
In this list of the easiest project management software, I compare them and give them start ratings based on ease of use and available documentation.
What is the Best Project Management Software for Small Business?
The best project management software for small business is Zoho Projects, Trello, Asana or any other simple project management tool. A solution that offers a decent amount of features for a low price per user, and can scale with you as you grow.
What is the Best Free Project Management Software?
If you are interested in a list of free and freemium options, have a look at our list of free project management software. However, you'll often find that these tools aren't really free - there are always limitations. While some restrict the number of users, others limit the number of projects, file storage space, or have a much steeper learning curve.
Otherwise, open source project management software exists, like ProjectLibre, but it comes at a cost, usually in terms of usability and functionality.
Finally, if you're really strapped for cash, you can use Google Workspace or Microsoft Office (Excel, PPT, and Word), though the features and functionality will be lacking.
Security and Data Privacy Within Project Management Software
Security and data privacy are critical in online task management tools to protect sensitive information, comply with regulations, build trust, prevent unauthorized access, maintain data integrity, ensure business continuity, and minimize both internal and external threats.
Therefore, improper security measures mean that data can be vulnerable to unauthorized access, theft, or breaches, potentially leading to significant financial and reputational damage.
Here are some of the security features you can expect to see:
- Compliance with European standards: With GDPR came a revolution in how SaaS companies handle data privacy for their customers. The common theme is for these companies to work with the hosting services of massive companies, like Amazon, and have servers in different parts of the world.
- Data encryption: Data encryption keeps your information hidden from 3rd parties. This encryption is normally in transit and at rest. This means your information is protected while being sent or simply stored.
- Security certifications: Expect the vendor to be certified in ISO 27001, SOC2 Type I, Type II, CSA STAR, and similar.
Some vendors will be more transparent than others when displaying their security and data privacy information, but they all have it. If you cannot see that right away, ask for clarification during your demo call.
What's Next?
Choosing a project management software can be very hard. Remember that if you want to have more information about a specific use case, you can always schedule a demo with the vendor. This will clarify how the tool can solve the particular problems you are trying to solve.
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