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 Work Management, Marketing Calendar, Kanban Project Management, Workflow Management, Project and Portfolio Management


Matt R.
MR
“User-Friendly CRM with Powerful Integrations, Automations, and BI Tools”
What do you like best about monday AI Work Platform?

It’s extremely user-friendly. It’s easy to navigate and simple to use, and overall it offers a lot of functionality for creating new tables, graphs, and layouts. The integrations are second to none. We integrate with multiple tools and APIs we already use, which makes our lives easier. It works well, loads quickly, and has fantastic uptime, especially after the more recent updates. The price is very competitive—if not better than other CRMs. Support is phenomenal: they get back to us quickly, resolve our issues, and stay friendly whenever something comes up. The BI-(Business Intelligence) tools built-in also make analysis a breeze.

Our company uses it daily as our primary CRM, and we were genuinely happy once we finally found a tool that works with our data and workflow while still fitting our budget. The automations save us time, and we’ve set them up on every board. It’s also allowed us to scale our data and CRM as our company grows. The task tracking and simplified views make it feel both intelligent and quick to work with. Highly recommended. Review collected by and hosted on G2.com.

What do you dislike about monday AI Work Platform?

Previously, before the updates, it was a bit sluggish to work with, but they've refined it well enough that I no longer have complaints. Review collected by and hosted on G2.com.

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

Solving problems, quite a few of them. It makes it easy and quick to use for our employees. Because of that, we're able to track more data and have greater accuracy. It reduced the friction to enter our data. Review collected by and hosted on G2.com.

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Jira

Jira

(8,006)4.3 out of 5

Jira

(8,006)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


Ashutosh M.
AM
“Seamless Engineering-to-Tracking Workflow with Fast, Stable Performance”
What do you like best about Jira?

My favorite feature of Jira is how seamlessly it connects low-level engineering issues with high-level tracking through an easy-to-use board interface. Onboarding our team went smoothly, thanks to prompt customer support and community resources that guide you clearly throughout the process. Its integration with applications like GitHub and Confluence also helps us keep hardware and firmware handoffs consistent in one place, and the fast, stable performance means there are no lags even with a large number of tickets. More recently, the Atlassian Intelligence module has been a real lifesaver by helping generate issue summaries and manage status handoffs before you even have to think about them. For cross-functional sprint tracking, Jira feels like an excellent investment and, in my experience, fully justifies its cost level. Review collected by and hosted on G2.com.

What do you dislike about Jira?

Jira is definitely useful, but its complicated interface and complex configuration can be overwhelming for new team members without proper support. Integrating it with third-party tools also tends to feel cumbersome, which can create extra workload and, at times, affect board performance when switching or updating sprints. The recently introduced AI component also feels fairly basic and somewhat unpredictable, since it seems focused mainly on text summarization rather than more sophisticated workflow details. Finally, the large price gaps between different packages make it difficult to justify the overall ROI. Review collected by and hosted on G2.com.

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

Before Jira, our engineering deliverables relied on an inefficient communication process spread across emails and spreadsheets. With a unified UI and boards, though, we now have clear, end-to-end transparency into our sprint pipeline. The proactive support documentation helped the team get up to speed quickly, without compromising our development pace. The integrations with our toolchain are also helping us automate links between hardware designs, firmware pull requests, and the tasks we track in Jira. On top of that, the platform performance has been strong, which helps us keep updates in real time and reduces tracking lag. Additionally, the integrated AI feature has reduced our administrative overhead by generating updates and summaries instantly, saving about 3–4 hours per week for each engineer. Overall, this level of accountability across our processes helps us avoid costly design discrepancies. Review collected by and hosted on G2.com.

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ClickUp

ClickUp

(14,939)4.6 out of 5

ClickUp

(14,939)4.6 out of 5

ClickUp is one app to replace them all. It's the future of work. More than just task management - ClickUp offers docs, reminders, goals, calendars, and even an inbox. Fully cu

Top Employee Planner Software Result from Work Management

Also listed in Marketing Calendar, Task Management, Standard Operating Procedures, Knowledge Base, Project Management


Ahmed  A.
AA
“Organized, AI-Powered Ticketing With Amazing Onboarding and Rock-Solid Stability”
What do you like best about ClickUp?

I really like how everything is organized. Having AI built in also makes updating tickets and creating new ones really quick. The multiple ticket views are also very cool, and they’re genuinely informative.

I haven’t tried the Slack integration yet, but I’m planning to in the next couple of days, since it should really enrich the experience (I love the idea of never leaving Slack while still updating my board!).

The onboarding is absolutely amazing—honestly one of the best user experiences I’ve ever encountered. Pricing also feels pretty fair for the value provided.

As for platform stability, that’s a real strength. I’ve never run into connection failures, and it’s never laggy or anything—it’s consistently reliable and always up to the task. Review collected by and hosted on G2.com.

What do you dislike about ClickUp?

Notifications get noisy fast, and tuning them to show only what matters isn’t easy. Frequent UI changes. Things move around between updates, so you have to keep relearning where they are. Review collected by and hosted on G2.com.

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

It gives us a single place to track infra and platform work, including both planned tasks and ad-hoc requests. Priorities are clearer, fewer items fall through the cracks, and other teams can see what we’re working on without having to ask.

Overall, it’s been a real upgrade for visibility. Engineering and other teams can check task status and ownership in one place, which means we spend less time on status updates and more time actually getting the work done. Review collected by and hosted on G2.com.

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Asana

Asana

(14,030)4.4 out of 5

Asana

(14,030)4.4 out of 5

Asana is a leading work management platform for human + AI coordination. Over 170,000 customers like Accenture, Amazon, Anthropic, Morningstar, and Suzuki rely on Asana to ali

Top Employee Planner Software Result from Project Collaboration

Also listed in AI Agent Builders, AI Agents For Business Operations, Work Management, Workflow Management, Task Management


AG
“Asana brought order to the quinceañera, although some continued on WhatsApp”
What do you like best about Asana?

This year I organized my younger sister's quinceañera and the whole family wanted to help, which was nice but also chaotic. Every aunt asked the same thing on WhatsApp: "What should I bring?", "Who talked to the venue?" I created a project in Asana with a task for each thing, the cake, the waltz, the souvenirs, the DJ, and assigned each one to someone with its date. Within the tasks, I put small subtasks, like requesting three quotes or confirming the menu. What helped me the most was seeing everything by sections because one day I noticed that the DJ's part hadn't moved for two weeks, so I called my cousin before it became a problem. I also made a form for guests to answer what food they don't eat or if they are vegetarians, and the responses came in as tasks without me having to write anything down. Review collected by and hosted on G2.com.

What do you dislike about Asana?

Two of my aunts never opened the invitation email, so I had to call them and give them their tasks over the phone. In the end, I kept sending some reminders via WhatsApp, so I couldn't leave that chat entirely. I also went overboard at first with the color tags and spent a weekend simplifying them. Review collected by and hosted on G2.com.

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

I thought using Asana for a family party was too much, but it saved me a lot of messages and stress. No one was left not knowing what they had to do, and I stopped carrying the entire list in my head. The party went well, and my sister didn't even know everything that was behind it. You just have to accept that not the whole family will use the app, and that's okay. Review collected by and hosted on G2.com.

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Rippling

Rippling

(14,136)4.7 out of 5

Rippling

(14,136)4.7 out of 5

Streamline your business with Rippling’s all-in-one platform for HR, IT, payroll, and spend management. Simplify IT with device management, software access, and compliance mon

Top Employee Planner Software Result from Core HR

Also listed in AP Automation, Multi-Factor Authentication (MFA), Customer Identity and Access Management (CIAM), Single Sign-On (SSO), Spend Management


Cezar J.
CJ
“I use Rippling for my employment information, payroll, and work time tracking.”
What do you like best about Rippling?

The most helpful features of Rippling are its time tracking, payroll management, and centralized access to employment information. I can easily monitor my working hours, track my completed work time, review my payroll details, and check important employment documents in one platform. I also appreciate how convenient and organized the system is, as it helps me keep track of my work records without having to use multiple applications. The user-friendly interface makes it easier to navigate different features and access the information I need. Overall, Rippling helps me manage my work-related tasks more efficiently, improves transparency regarding my working hours and compensation, and provides a convenient way to stay updated on my employment information. Review collected by and hosted on G2.com.

What do you dislike about Rippling?

One thing I dislike about Rippling is that occasional payroll or payment issues can cause confusion and require additional follow-ups to resolve. Some features may also take time to understand when using the platform for the first time. It would be helpful to have clearer instructions, more detailed explanations of payroll statuses, and faster updates when technical issues occur. Overall, improving these areas would make the platform more user-friendly and provide a smoother experience for employees. Review collected by and hosted on G2.com.

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

Rippling helps solve the challenges of managing work hours, payroll information, and employment records across different systems. By bringing these features together in one platform, it makes it easier for me to track my working hours, monitor my completed work time, and access important payroll and employment details whenever needed. It also helps reduce manual tracking and makes work-related information more organized and accessible. This benefits me by saving time, improving my productivity, and giving me better visibility into my working hours and earnings. Overall, Rippling provides a convenient and efficient way to manage essential employment tasks, allowing me to focus more on my work rather than administrative responsibilities. Review collected by and hosted on G2.com.

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Notion

Notion

(13,876)4.6 out of 5

Notion

(13,876)4.6 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 Chatbots, AI Writing Assistant, Note-Taking Software, Enterprise Search Software, Project Management


Liz H.
LH
“Vast UI/UX and Powerful Notion AI + Claude MCP Integration”
What do you like best about Notion?

The UI / UX is quite vast. If you are new to notion I would say that using the templates is a great starting point. There are so many things you can do with it that it can easily become disorganised. The claude MCP integration has helped me a lot with building databases and useable workspaces for our team. The notion AI capabilities are also pretty extensive to use as support or guidance to get the most out of it. As for support I have never really had to use or access this as there is a lot of info out there and nothing the MCP cannot help me with. As for pricing and ROI we use it company wide so I would say that we do get that ROI. Performance, I would say I have not explored the reporting capabilities enough to give a good view. Review collected by and hosted on G2.com.

What do you dislike about Notion?

How easily a workspace can become disorganised. That it is not a good project management tool. Review collected by and hosted on G2.com.

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

It currently track all of our teams tasks, but its been a mission to help get it to what we have now. There is no way I would have been able to do this without Claude. Review collected by and hosted on G2.com.

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BambooHR

BambooHR

(7,489)4.4 out of 5

BambooHR

(7,489)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, HR Analytics, Job Description Management, Onboarding, Applicant Tracking Systems (ATS)


Soneya B.
SB
“Easy to Use and Reliable—Great Recruiting, Calendar, and Time-Off Tools”
What do you like best about BambooHR?

BambooHR is easy to navigate, and I’ve found both the web version and the mobile app quick to load and reliable. As part of the HR team, I especially appreciate the recruiting features, which make it easier for us to manage the hiring process from start to finish.

From an employee perspective, the calendar is helpful for seeing who’s in the office and who’s away, which makes planning and coordination much simpler. The time-off calculator is also useful when I’m planning leave, and the feedback forms offer a convenient way to share employee views and experiences.

One unexpected benefit was receiving an invitation within the app to provide feedback, with an Amazon gift card offered in return. I appreciated both the chance to share my input and the incentive. Review collected by and hosted on G2.com.

What do you dislike about BambooHR?

I have not encountered any significant drawbacks with the features I use regularly. Our main limitation is that we have not yet taken the time to explore some of the platform’s additional features, so we may not be getting its full value. This is more about our own use of BambooHR than a problem with the software. Review collected by and hosted on G2.com.

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

BambooHR helps us keep recruitment organised by centralising candidate information and making it easier to track applicants throughout the hiring process.

The calendar feature makes it simple to see who is in the office and who is away, which supports day-to-day team coordination. Staff can also view their leave balances and use the time-off calculator to plan leave, without needing to contact HR for routine questions.

The feedback feature helps us understand how employees feel about working at the organisation and highlights areas where we could improve the overall employee experience. Overall, BambooHR makes everyday HR tasks more convenient and provides useful information that supports planning and decision-making across the team. Review collected by and hosted on G2.com.

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Smartsheet

Smartsheet

(22,768)4.4 out of 5

Smartsheet

(22,768)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


RL
Original Information
“Powerful Work Management Platform Backed by a Great Community”
What do you like best about Smartsheet?

Smartsheet is easy to configure and excels at creating repeatable, scalable processes. The platform is backed by excellent learning resources through Smartsheet University and an outstanding Community where users can ask questions, share solutions, and learn from one another. The combination of flexibility, ease of adoption, and a strong user community makes Smartsheet a valuable tool for both individuals and large organizations. Review collected by and hosted on G2.com.

What do you dislike about Smartsheet?

Smartsheet offers strong process management capabilities, but it lacks some features that users of Excel and Microsoft Project may consider standard. Common requirements often require workarounds, add-ons, or third-party solutions. Reporting can be more complex than expected, and product enhancements do not always keep pace with customer requests. Some highly requested features have remained outstanding for years. Review collected by and hosted on G2.com.

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

Beyond project management, Smartsheet has enabled us to automate workflows, standardize processes, and make data more accessible across teams. Having real-time information available in one place reduces the need for manual updates and status meetings, allowing teams to focus more on execution and less on administration. Review collected by and hosted on G2.com.

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Employment Hero

Employment Hero

(4,346)4.4 out of 5

Employment Hero

(4,346)4.4 out of 5

Employment Hero's HR software saves up to 80% of your time by automating the bulk of HR admin and helping your team perform at their best.

Top Employee Planner Software Result from Workforce Management

Also listed in Onboarding, Time & Attendance, HR Analytics, Core HR, Employer of Record (EOR)


Jeremy P.
JP
“Simple Payroll Processing and Easy Compliance in Employment Hero”
What do you like best about Employment Hero?

The payroll process is simple. Compliance tasks, such as terminations and ensuring the correct classification and treatment of termination pay items, are handled in Employment Hero easily and without complication. Review collected by and hosted on G2.com.

What do you dislike about Employment Hero?

One minor thing I dislike about Employment Hero is that the help chatbox sits very close to the action/save button throughout payroll processing, and you can’t move it.

A bigger issue is that Employment Hero will sometimes roll out software enhancements without any notification, which changes the way the system behaves and can affect your processes. It doesn’t necessarily break anything, but you then have to adjust your workflows to suit. This would be better handled if Employment Hero gave you the choice of whether (and when) to implement the enhanced feature. Review collected by and hosted on G2.com.

What problems is Employment Hero solving and how is that benefiting you?

Since we implemented Employment Hero, our old manual processes for timesheets and leave applications have been replaced with digital workflows and a clear audit trail. This has made the payroll process much more efficient.

Employee onboarding is also a better experience for employees, while still capturing all the data you need (and verifying it!). 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


Felicia T.
FT
“Intuitive App but Needs Tab Management Improvement”
What do you like best about Salesforce Field Service and Operations?

I love how easy the mobile app is for my technicians; they find it really intuitive. Being able to view all of our service appointments quickly and schedule quickly has been very helpful. Before, it was incredibly manual, but now we can check off a few boxes, hit schedule, and the scheduler will put them on the calendar for us where they fit best. The initial setup was also very easy, thanks to the third-party implementer, Ridge Tech, who got us set up and moving within a month. Review collected by and hosted on G2.com.

What do you dislike about Salesforce Field Service and Operations?

We're only two months into using Agentforce Field Service, so I don't have a ton of feedback yet, but one issue is that the thousand tabs you can have open at one time can be overwhelming. My coordinators end up shutting the entire window down because it gets so confusing. The multi-layer tabs make it hard for them to focus on the one project they should be working on. Maybe having an option to toggle nested tabs on or off could improve this. Review collected by and hosted on G2.com.

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

Agentforce Field Service simplifies scheduling and paperwork management for my field technicians, allowing quick appointments and intuitive mobile app usage. It eliminates the need for manual scheduling and real-time routing, ensuring efficient operations. Review collected by and hosted on G2.com.

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Connecteam

Connecteam

(3,506)4.6 out of 5

Connecteam

(3,506)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


Kurt B.
KB
Original Information
“Connecteam Review”
What do you like best about Connecteam?

Using Connecteam in our operations has truly transformed how we function as a team. As part of Brays Pipelines LTD, the intuitive interface makes it straightforward to manage tasks and streamline communication. I appreciate its mobile-friendly, customizable nature, which ensures we stay organized and efficient. Connections between team members have never been this seamless and supportive. Connecteam is reliable and simplifies our day-to-day activities, making a noticeable difference in our work efficiency. Review collected by and hosted on G2.com.

What do you dislike about Connecteam?

At present, nothing at all. I havent found anything to dislike. Review collected by and hosted on G2.com.

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

Connecteam is helping us solve our issue around sharing documents to operatives at locations we need those documents and keeping good comunication between the workforce. Review collected by and hosted on G2.com.

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HROne

HROne

(2,127)4.8 out of 5

HROne

(2,127)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


Gunika C.
GC
Original Information
“Accurate, Easy-to-Use HRMS with Great Support and AI Features”
What do you like best about HROne?

HROne is one of the best HRMS systems I have used so far. Its accuracy, ease of use, and bug-free environment make it highly reliable. Its cost along with support and onboarding experience, makes it even better. It's already updated with AI features Review collected by and hosted on G2.com.

What do you dislike about HROne?

1. Sales team response time needs to be tracked internally in order to improve client experience

2. During the implementation phase- A weekly or daily report can be introduced which would make it easier to track progress Review collected by and hosted on G2.com.

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

Our team had a different Onboarding tool earlier and also other trackers to track the progress of the tasks, however, with HROne it becomes easy as It has all the features that are required to set up Shared Services in an organization. Our productivity was improved by 20% Review collected by and hosted on G2.com.

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actiTIME

actiTIME

(50)4.6 out of 5

actiTIME

(50)4.6 out of 5

actiTIME - project time tracking software for companies of any size and any business type. It helps 7000+ companies all over the world to track employees work time.

Top Employee Planner Software Result from Time Tracking

Also listed in Project Management


Sohail M.
SM
“actiTIME Delivers Clear, Practical Project Time Tracking and Reporting”
What do you like best about actiTIME?

actiTIME gives us a clear view of how time is spent across projects, initiatives, and teams. As a product marketing team, we’re often juggling launches, campaigns, research, enablement, and cross-functional work at the same time, so having structured project-based time tracking is extremely valuable. The reporting is practical and helps us understand workload distribution, project costs, and where execution tends to slow down. Also, the integrations are so easy to do with our inernal software. Review collected by and hosted on G2.com.

What do you dislike about actiTIME?

Some parts of the interface could be more user-friendly, especially for new users. That said, overall the product is reliable, and it becomes easy to adopt once the team starts using it consistently. Review collected by and hosted on G2.com.

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

actiTIME helps us accurately track the time we spend on projects and campaigns, which improves planning and gives us a clearer view of the real effort behind our product marketing activities. It also provides leadership with better visibility into resource allocation, and it helps teams stay accountable without adding unnecessary complexity. Review collected by and hosted on G2.com.

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morningmate

morningmate

(282)4.8 out of 5

morningmate

(282)4.8 out of 5

morningmate can replace all the apps you frequently use for work. We are a collaboration software with effective tools that help organise your workflow and improve team commun

Top Employee Planner Software Result from Project Collaboration

Also listed in Work Management, Business Instant Messaging, Knowledge Base, Workflow Management, Task Management


Elias .
E
“A project management tool that drives measurable marketing results”
What do you like best about morningmate?

Morningmate has been a project management game-changer for handling brand campaigns. By centralizing all project management tasks, our team reduced campaign planning time by nearly 35%. Tracking KPIs in real-time allowed us to spot underperforming channels quickly and reallocate budget more effectively. Thanks to this, our most recent campaign achieved a 20% higher engagement rate compared to the previous quarter.

Having one workspace where designers, marketers, and external partners collaborate seamlessly made execution smoother and faster. The automation of repetitive updates also freed up more time for creative work, which directly contributed to stronger campaign results. Review collected by and hosted on G2.com.

What do you dislike about morningmate?

I just wish more marketers knew about this tool, since it’s still not as widely recognized as it deserves to be. Review collected by and hosted on G2.com.

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

Before using Morningmate, our marketing projects often suffered from scattered communication and missed deadlines across different tools. Morningmate centralized all project management tasks, which cut down planning time and reduced confusion between teams. Real-time KPI tracking helped us identify underperforming campaigns quickly and optimize budgets more effectively. Collaboration with external partners also became smoother, since everyone could work in the same workspace without constant email back-and-forth. Overall, it solved the problem of inefficiency and gave us clearer visibility into campaign performance. Review collected by and hosted on G2.com.

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Agency Handy

Agency Handy

(19)4.9 out of 5

Agency Handy

(19)4.9 out of 5

Agency Handy is one stop solution for Digital Agencies manage Clients, Teams & Invoices. From onboarding a client to getting paid and everything in between can be done in Agen

Top Employee Planner Software Result from Work Management

Also listed in Project Management, Subscription Management


Krishna A.
KA
Original Information
“Effortlessly Manages CRM and Projects”
What do you like best about Agency Handy?

I find Agency Handy easy to operate, which makes it really user-friendly for me. I especially appreciate the CRM feature because it helps me easily manage clients, and I can send proposals and invoices effortlessly. The initial setup was easy too, which was great for my team. Review collected by and hosted on G2.com.

What do you dislike about Agency Handy?

nothing Review collected by and hosted on G2.com.

What problems is Agency Handy solving and how is that benefiting you?

I use Agency Handy for CRM and project management. It makes it easy to manage clients, send proposals and invoices. Plus, it's easy to operate. Review collected by and hosted on G2.com.

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Conceptboard

Conceptboard

(102)4.6 out of 5

Conceptboard

(102)4.6 out of 5

Conceptboard is a web-based visual collaboration platform for teams and enterprises.

Top Employee Planner Software Result from Visual Collaboration Platforms

Also listed in Collaborative Whiteboard, Project Management


Gerald P.
GP
“Virtual whiteboard with workshop DNA”
What do you like best about Conceptboard?

In our live online trainings and hybrid workshops, Conceptboard is an integral part, so we use Conceptboard almost daily. The board is our central workspace: content, links, work areas, and interactions – all on one surface, accessible to everyone in the browser. We also appreciate the ability to work both synchronously and asynchronously, for example, in the joint development of workshop concepts with clients. Conceptboard is intuitive and quick to learn, making it ideal for participants without prior experience with virtual whiteboards. After a brief introduction, everyone can get started right away, especially with the sticky notes. Review collected by and hosted on G2.com.

What do you dislike about Conceptboard?

My wish: To be able to share boards in dedicated instances. Unfortunately, in May 2026, Conceptboard changed the "sections" in such a way that I lost many hours of work; and objects were automatically defined as "sections" where it makes no sense. Incomprehensible. Review collected by and hosted on G2.com.

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

Conceptboard enables visual collaboration in real-time and meets the requirements of the GDPR. We use Conceptboard for live online training and virtual or hybrid workshops, as well as for the co-creative development of concepts. Review collected by and hosted on G2.com.

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Bordio

Bordio

(59)5.0 out of 5

Bordio

(59)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


KK
“Flexible scheduling board for daily fieldwork activities.”
What do you like best about Bordio?

I particularly like how Bordio breaks down my teams, jobs, and timeslots onto one board; also, when a tech goes over at a location, I can re-shuffle the visits in a hurry. Review collected by and hosted on G2.com.

What do you dislike about Bordio?

In reality, the problem for me is the mobile functionality when the signal strength is low. The offline functionality also lacks strength in that I continue to have a notebook to record the updates when I am offline. Review collected by and hosted on G2.com.

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

I've reduced missed appointments & last-minute curveballs by utilizing Bordio as the Field Operations Manager. This allows the crew to see the priorities more clearly, me to recognize overloading sooner, & our daily route to look less reactive. 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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Jobber

Jobber

(530)4.6 out of 5

Jobber

(530)4.6 out of 5

No-nonsense customer management, scheduling and invoicing software for field services.

Top Employee Planner Software Result from Field Service Management

Also listed in Masonry, Construction CRM, Property Restoration, Pest Control, HVAC


Paula C.
PC
Original Information
“Honest Jobber Review”
What do you like best about Jobber?

Jobber helps automate our schedule - which is quite busy. I love the professional quoting, followups and email/text reminders. The invoicing has been a time saver as well Customer service is great - even the AI CS has been helpful. Review collected by and hosted on G2.com.

What do you dislike about Jobber?

All CRM's aren't created equal, and there is always going to be something aout a CRM that doesn't exactly fit your companies needs. Jobber is as close as it gets. I'd like to see batch invoicing, batch deleting of old jobs, and better reports when it comes to comparing last years numbers. Being able to separate out our recurring, one-time and seasonal work is ok with the tag system, but I still have to go to each clients account and manually type in a tag. Review collected by and hosted on G2.com.

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

Keeping our schedule straight, streamlining quotes and invoicing. Auto pay options for payments. Credit card fees are high everywhere, so no getting around those, but clients love the option to pay online. Review collected by and hosted on G2.com.

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Zapium

Zapium

(159)5.0 out of 5

Zapium

(159)5.0 out of 5

Zapium is a maintenance management software suite that helps facilities and their contractors achieve the next level of efficiency, transparency, and operational effectiveness

Top Employee Planner Software Result from CMMS

Also listed in Facility Management, Enterprise Asset Management (EAM), Field Service Management, Inspection Management, Infrastructure Asset Management


AN
“Strong Support For Service Sales And Maintenance Account Planning”
What do you like best about Zapium?

Zapium helps me connect customer service requirements with commercial follow-up. When a service visit, inspection, breakdown observation, or maintenance recommendation is recorded, I can use that information to plan the next discussion with the customer. It gives better context for proposing maintenance work, spare replacement, additional service visits, or long-term support contracts. Review collected by and hosted on G2.com.

What do you dislike about Zapium?

The sales view can be improved with more account-level summaries, such as open service recommendations, quotation stage, expected closure month, and customer-wise maintenance potential in one screen. Review collected by and hosted on G2.com.

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

Zapium helps convert service information into structured sales action. Instead of depending only on memory, calls, or scattered notes, I can refer to actual service records and inspection observations while following up with customers. This improves the quality of maintenance discussions, makes proposals more relevant, and helps account managers coordinate better with service and operations teams. Review collected by and hosted on G2.com.

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