Clarizen
Pricing Model
Pricing Model
Free
Monthly payment
One-time payment
Annual Subscription
Quote-based
List of Features
List of Features
- Collaborative Planning
- Task Management
- Issue Tracking
- Project Portfolio Management
- Salesforce Integration
- Personal Calendars
- Billable & Non Billable Work Items
- Project Percentage Completion Reporting
- Real Time Team Updates
- Expenses
- Project Scheduling, Gantt Chart
- Time Tracking
- Budget Tracking
- Resource Management
- Mobile App for iPhone and Android
- Project Hierarchy
- Role & Assignment Per Project
- Templates
- Document Sharing
- Financial Indicators
- Version Control
- Document Management
- Risk Management
- File Sharing
- Scheduling
- Professional Services Management
- Issue Tracking
- Workforce Management
- Executive Dashboards
- Knowledge Management
- Methodology
- Template customization
- Multi-currency
- Multi-language
- Custom fields
- Data import/export to MS projects
Pricing Info
Pricing Info
Clarizen offers a free 30-day trial to test out its features and offerings in your workflow. After the trial period, you may choose among these two options:
Enterprise Edition – By quote
- 150 Custom Fields
- 15 Rollup Summary Fields
- 10 Relation Summary
- 200 Business Rules
- 100 Custom Actions
- 15 Clarizen Panels
- 50 Scheduled Components (Reports, Dashboards, Workflows)
- 10 Global Mailboxes
- Unlimited Entry Specific Mailboxes
- 200 InterAct Rules
- 2000 Emails for Support Mailboxes per Day
- 1000 Emails to Global and Entity Mailboxes per Day
- 1 GB Storage per Paid Seat
Unlimited Edition – By quote
- 4000 Custom Fields
- 80 Rollup Summary Fields
- 15 Relation Summary
- 400 Business Rules
- 300 Custom Actions
- 100 Clarizen Panels
- Up to 120/day Scheduled Components (Reports, Dashboards, Workflows)
- 10 Global Mailboxes
- Unlimited Entry Specific Mailboxes
- 1000 InterAct Rules
- 7000 Emails for Support Mailboxes per Day
- 5000 Emails to Global and Entity Mailboxes per Day
- Unlimited Storage per Paid Seat
Aside from these varied thresholds, both options include the same features in their offerings. The pricing information is only available upon quote request to tailor solutions that fit with your organization’s needs. There are also 4 license types to choose from under categories such as Full, Team Member, Time & Expense, and Social.
Integrations
Integrations
Clarizen provides numerous out-of-the-box integrations with a multitude of mission-critical systems/processes. The comprehensive list includes Microsoft Project, Excel, Outlook, Lotus Notes, Google Docs, Box.com, JIRA, Intacct, Team System (for engineering), TestStuff, Salesforce.com, iCal, iPhone, Android, Intuit Quickbooks, Browsers (toolbars and apps), and Mulesoft SSO tools (OneLogin, Okta, SiteMinder, ADFS, PingIdentity).
Additionally, Clarizen’s open API (supporting both REST and SOAP), and MuleSoft connector can be used to integrate with other ALM tools. The robust API and email engine allows fast integration to fit within and add value to existing enterprise ecosystems. Clarizen’s Apps Marketplace also provides additional apps and integrations for the different segments and use cases, and pre-built project request forms and automatic processes that can be used as Auto-assign task managers. Clarizen says it is continuously working on improving existing integrations as well as adding new ones.
Languages Supported
English
Chinese
German
Hindi
Japanese
Spanish
French
Russian
Italian
Dutch
Portugese
Polish
Turkish
Swedish
Arabic
Prominent Clients
Mazda, Cisco, Disney, EA, Fed Ex, HP, Western Union, Zendesk
Available Devices
Windows
Linux
Android
iPhone/iPad
Mac
Web-based
Windows Mobile
Company Size
Small Business
Large Enterprises
Medium Business
Freelancers
Available Support
phone
live support
training
tickets
General Info
A social collaboration and project management tool that improves team productivity. It facilitates efficient workflows, connecting social context with tasks and projects. Workflow automation also helps save time on administrative tasks and focus on high-value goals. Meanwhile, security features and user permissions minimize risks.
Company Email
Contact No.
Company's Address
2655 Campus Drive Suite 150
San Mateo, CA 94403
United States
Clarizen Comparisons
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Pricing Model
Free
Monthly payment
One-time payment
Annual Subscription
Quote-based
List of Features
- Daily, weekly & monthly dispatch views
- Drag & drop, color coded dispatching
- Tracking of work history
- Tracking of service & installation of equipment
- Visual job costing
- Customer relationship management
- Job site management
- Contact & prospect management
- Dashboard view
- Remote access & mobile computing
- Multi-level security access sstem
- Building of tasks
- Pricing at flat rates
- Writing of proposals & estimates
- Invoicing & automatic billing
- Purchasing, bill payment & accounts payable
- Bank account management & check writing
- Financial reports & graphs
- Payroll & employee management
- QuickBooks & Microsoft Office integration
- Multi-location inventory management
- Item lookup & retrieval
- Purchase orders
- Management & maintenance of service vehicle
- Add-on options
- Integrated credit card processing
- Custom solutions & data conversion
Pricing Info
Wintact offers six pricing packages for service contractors from various fields and with different needs. Each plan can be customised to varying requirements and preferences.
Wintac Green – $1,995
Ideal for:
- Carpet Cleaning
- Window Cleaning
- Maid Services
- Janitorial Services
- Lawn Care
- Landscaping
- Pest Control
- Other field service trades
Wintac Pro – $2,495
Ideal for:
- HVAC
- Plumbing
- Heating
- Air Conditioning
- Refrigeration
- Electrical
- Roofing
- Computer Repair
- Other service and installation contractors
Wintac Fuel – $2,995
- Developed for service contractors who also provide fuel oil delivery, propane delivery, or kerosene delivery services.
Each Wintac product plan comes with the following:
- The complete Wintac software package
- A Step by step on-boarding program
- One year of unlimited live technical support
For larger companies, it is possible to can opt for premium versions of each package.
- Wintac Green Premium – $9,495
- Wintac Pro Premium – $9,995
- Wintac Fuel Premium – $10,495
All premium packages come with the following features:
- The complete Wintac software package for unlimited users
- The Wintac Web Portal
- One year of unlimited live technical support
- The Wintac On boarding program gives you step by step instructions to get up and running fast
- Eight hours of live online training with a Wintac expert from the comfort of your office
Integrations
Wintac offers integration with the following business systems and applications:
- Microsoft Office
- QuickBooks
- TomTom Webfleet
- Xcharge Integrated Payments
- Training
- Data Conversion
Languages Supported
English
Chinese
German
Hindi
Japanese
Spanish
French
Russian
Italian
Dutch
Portugese
Polish
Turkish
Swedish
Arabic
Prominent Clients
Sam Wexler Plumbing, Cody Air Conditioning & Heating, CEMCO Electric
Available Devices
Windows
Linux
Android
iPhone/iPad
Mac
Web-based
Windows Mobile
Company Size
Small Business
Large Enterprises
Medium Business
Freelancers
Available Support
phone
live support
training
tickets
General Info
Wintac is an all-in-one field service management solution developed and built solely for service contractors.
Company Email
Contact No.
Company's Address
170 Cambridge St, Burlington,
MA 01803, United States
Wintac Comparisons
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Almost as essential as useful features and user support responsiveness are pricing options given by Clarizen and Wintac. Although cost should not be the sole element it’s surely a key thing to think about. You should expect a flexible pricing package that can be matched with your business size and effortlessly scaled up when your company expands. Make sure you don’t pick plans that include advanced features that you won’t find a use for and always make an effort to get in touch with the vendor directly because enterprises can usually benefit from more affordable prices. You should also give a chance to a free trial or demo of each app to spend at least some time using it. It’s a valuable experience that doesn’t need you to spend any money and gives you a solid overview of what it’s like to work with Clarizen and Wintac.
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