G2

Jamie T.

Implementation Specialist Team Lead

Mid-Market (51-1000 emp.)

8/15/2022

"A simple elegant solution for project management."

4.5/5

What do you like best about Stagebase?

It is very simple and intuitive for clients to use. The simplicity of the interface makes it easy for external users to navigate the project. We have had several clients finish many aspects of the project on their own simply by following the steps in the project. This has opened up a lot of time to focus on new customers. I also love the ability to see the activity history for my own accounts as well as my peers. Stagebase makes it easy to filter out what I need to see for all of our active projects. Stagebase is always receiving updates and improvements that continue to improve the value. Review collected by and hosted on G2.com.

What do you dislike about Stagebase?

Setting a manual due date for projects can be complicated because they are often dependent on previous steps. Currently, there is no way to set a due date to be the "Same day as Step 1". I also wish there was a way to edit the resources (specifically URLs) and re-order them to be in order with the steps. Review collected by and hosted on G2.com.

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

Stagebase solves three major problems for us. First is the efficiency and length of our onboarding process. This allows us to use that extra time to help new clients or have time for extra discussions about additional features we offer. Secondly, Stagebase gives us the ability to see all notes and information about accounts in one place for each account. This gives our entire team full visibility of the progress or needs of all of our clients. Lastly, Stagebase gives us the reporting tools we need to identify areas of our process that are inefficient. It is very easy to see what steps take the longest and how many projects are overdue. Review collected by and hosted on G2.com.