Marketing agency operations, especially those related to project management and workflows, can get messy quickly. For example, a marketing agency with around ten employees can juggle an average of 9.4 clients. That’s a lot of moving parts and project details to track—and it only gets more complicated as you bring on new clients and grow your marketing agency.
As you work to get your productized service off the ground, you need a way to organize all the moving parts, track progress, and keep your team, clients, and sub-contractors (if you’re using any) all on the same page. Workamajig is one tool that can help you do this—but it isn’t the only one. This guide will explore some of the best Workamajig alternatives to help you create and grow your productized service efficiently.
One valuable tool to help you achieve your goals, like creating and growing your productized service efficiently, is Orchestra’s solution: grow your productized service. This easy-to-use tool can help you streamline operations to optimize performance and profitability as you scale your productized service.
What is Workamajig?
Workamajig is a project management solution for creative teams. It helps businesses organize and track complex projects from start to finish. The software’s customizable features, real-time collaboration, and workflow automation help creative teams adapt to project changes, meet deadlines, and stay on budget.
Simplify Project Management
Creative projects often start with an exciting burst of inspiration but can become overwhelming as they grow in size and complexity. Workamajig helps tame chaotic creative projects by providing structure to the process. The software lets teams clearly define project goals, break them into manageable tasks, and create visual representations of the project’s progress, such as Gantt charts.
Collaborate in Real Time
Workamajig allows creative teams to work together on projects in real-time. This eliminates silos and helps everyone stay on the same page as projects evolve. The software’s communication features, such as file sharing and commenting, reduce the need for long email threads to keep track of project details. Instead, users can share files and leave comments directly on design files, storing all relevant information in one place.
Keep Projects Organized and On Track
Creative projects can become disorganized and lose their creative vision as they grow. Workamajig helps teams stay organized to keep projects on track. The software’s workflow tools allow users to create templates to customize their processes. These templates define each project stage to provide structure, even for the most complex creative endeavors. Users can also assign tasks to team members, set deadlines, and establish dependencies to eliminate confusion.
Protect Sensitive Information
Workamajig has robust security measures to protect sensitive business information. The GDPR-compliant software allows managers to set user permissions to ensure only the right people have access to confidential data. Detailed audit logs are maintained, and alerts are sent for any anomalies detected. Workamajig’s compliance controls ensure businesses are in regulated industries.
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Workamajig Price Plans
Entry Level Plan
The Entry Level of Workamajig starts at $50 per user each month and supports five users. This plan provides basic project and account management features, creative tools, and resource and traffic management capabilities.
Agencies Plan
The Agencies plan of Workamajig runs $38 per user each month and supports up to 10 users. This plan includes all features in the Entry Level option for a more robust project management solution.
Mid-Sized Agencies Plan
The Mid-Sized Agencies plan costs $34 per user monthly and supports up to 50 users. This option includes all features in the Agencies plan, making it suitable for larger teams with more complex project management needs.
Larger Agencies Plan
The Larger Agencies plan of Workamajig costs $32 per user each month and supports 100 users or more. This option includes all features in the Mid-Sized Agencies plan, making it suitable for giant teams and complex project management needs.
How Orchestra Helps You Launch Productized Services
Launch your productized service effortlessly with Orchestra's all-in-one growth toolkit. Designed for creatives ready to scale, Orchestra provides a branded, white-labeled client portal, task management, and real-time analytics, with no coding needed—just your Stripe account. Whether you’re a designer, developer, or copywriter, Orchestra streamlines your workflow, letting you collaborate with clients smoothly while maintaining a private workspace with your team.
Add integrations like Slack and webhooks to customize your setup and deliver a branded experience. Boost your service with a platform built to grow alongside you. Try Orchestra for free and develop your productized service today!
20 Best Workamajig Alternatives for Project Management
1. Orchestra
Orchestra helps you launch your productized service effortlessly with its all-in-one growth toolkit. This software is designed for creatives who are ready to scale. It provides a branded, white-labeled client portal, task management, and real-time analytics, with no coding needed—just your Stripe account.
Whether you’re a designer, developer, or copywriter, Orchestra streamlines your workflow, letting you collaborate with clients smoothly while maintaining a private workspace with your team. Add integrations like Slack and webhooks to customize your setup and deliver a branded experience. Boost your service with a platform built to grow alongside you; try Orchestra for free to develop your productized service today.
2. ClickUp
ClickUp’s Free plan provides a centralized hub for handling sprints and adjusting to evolving project requirements. Whether it’s campaign tasks, resources, or deadlines, everything’s in one place for easy access. You can set goals weekly, monthly, quarterly, or yearly. Tracking progress became significantly easier with different project views, including Kanban boards that enhance task visibility. You can schedule daily tasks and reminders to stay on top of project deadlines. Adding to that, custom widgets make it possible to measure ROI efficiently.
Pros
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You can streamline affiliate sign-ups and requests from clients with ClickUp Forms.
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Access to Docs, wikis, and more for smooth team collaboration
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Resource management capabilities to track resource workload for best optimization
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Assigned Comments help establish clear task responsibilities
Cons
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It does not offer agile reporting in the free plan
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Too many features on the dashboard can overwhelm users
3. Base Camp
Basecamp offers a platform to align goals and manage projects smoothly, regardless of team members’ locations across different cities or countries. You can set project schedules, assign tasks, and monitor progress effortlessly.
Plus, real-time messaging and chat features enable instant communication to overcome obstacles. Easy access to files ensures you can find what you need when needed. To-do lists help you stay organized and focused, ensuring nothing falls through the cracks. Also, with data backup, you can work confidently, knowing your project information is safe and sound.
Pros
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Real-time task reminders ensure nothing slips through the cracks
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Collaborate on files to get work done faster
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Transparent workflows to track project schedules from anywhere and anytime
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Its remote team management features like automatic check-ins, Campfire chat, and Pings make it ideal for marketing project management tool
Cons
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Limited customization ability with poor drag-and-drop capabilities
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No time tracking ability to track where team members are engaged
4. Wrike
Wrike is a powerful work management platform built for teams and organizations looking to collaborate, create, and exceed daily. Wrike's solution for agencies creates a central hub that allows teams to monitor all client projects and resources in one place, improve workflow, and track progress. Key features include real-time collaboration, time tracking, cross-tagging for complete visibility, proofing and approvals, resource management, insights, and analytics. Wrike is where agencies unite to delight their clients by completing more projects in less time.
Pros
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Unlimited projects in a free account
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Unlimited subtasks with unlimited levels of nesting
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Kanban, Calendar, and Table views
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Unique customization for marketing/creative teams and professional services
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20 free external collaborators
Cons
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Gantt chart view is available only in paid plans
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An in-app timer for time tracking is only available on Business plans or higher
5. Bonsai Agency Software
Bonsai Agency Software is an all-in-one agency management tool that simplifies agencies' lives. It handles everything from project management to client collaboration so that you can focus more on the creative side and less on admin headaches. This integrated approach makes it easy to organize tasks, track progress, collaborate with both your team and clients, and give you a clear idea of how your agency is performing.
Bonsai also includes time tracking, client onboarding, resource management, and automated workflows to keep your operations running smoothly, ensuring projects stay on schedule and within budget. It offers various visual tools like Gantt charts, Kanban boards, and list views to help you stay organized and see everything at a glance.
Real-time reporting gives insights into profitability, resource utilization, and your agency’s overall health. Additionally, Bonsai simplifies the process of managing agency finances. You can track expenses, send invoices, and handle budgeting in one place. Bonsai is a solid pick if you’re looking for a tool to streamline your agency’s operations and boost productivity.
Pros
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User-friendly interface
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Client-centric focus
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Strong focus on small businesses
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Affordable pricing plans
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There is no need to switch between several tools as Bonsai offers an all-in-one approach
Cons
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Limited advanced project management features for larger enterprises
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Bonsai integrations are fewer compared to some competitors (although Zapier integration expands its possibilities)
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The mobile app could be further enhanced with additional features and functionality
6. Teamwork
Teamwork is a project management platform built to help agencies manage the entire lifecycle of their client work in one place. Teamwork provides all the features you’d expect, including integrated time tracking, financial management, robust reporting, and free access for clients to ensure your projects are delivered on time and within budget. Forget crossed wires, unread Slacks, and endless emails.
Collaborate in real-time with your team and clients to get your questions answered. Keep clients, teammates, and leadership on the same page. Centralize your work, communicate easily with your team, and reduce the complexity of collaboration so your team is free to focus on what they do best. Keep your team members and clients in the loop with Teamwork. Communicate with colleagues and clients without having to switch platforms. Update the team, ask for input, and get feedback in context. Working as a team has never been easier.
Pros
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Free forever plan and low-cost paid plans starting at $5.99 per month
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Deep level of customization
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Easy-to-use automations
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Agency-oriented nomenclature and features
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Built-in time tracking
Cons
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A minimum of three users for the low-priced paid plan
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Slower run time once more work gets added
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Most features are only unlocked with the Deliver plan or above
7. Accelo
Thanks to its CRM and management features, Accelo can be a good choice for agencies interested in supporting their entire project lifecycle, from client acquisition to project delivery. Something to consider is that Accelo’s price of entry is less affordable than comparative solutions on the market, such as Productive, which similarly offers integrated sales and management features. Additionally, some users have noted that the tool can be somewhat inflexible.
Pros
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Easy to learn to use
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Feature-rich
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Billing and expenses management capability
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Quality and responsive customer support
Cons
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Expensive compared to its competitors
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Core and Professional plans lack ticket and retainer management features
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Limited integrations
8. Productive
Productive is a well-rounded agency management software with powerful functionality that gives you the tools and data to keep an agency running smoothly. The tool was built by a team with a decade of experience in founding, managing, and scaling a software development shop, so it's especially well-suited to digital agencies. The tool's features fully satisfy my criteria for agency management tools. You'll find client and prospect management in the Sales Pipeline (manage deal flow, get sales organized).
The Resource Planning feature, time tracker, and task collaboration tools fit the resource and project management criteria I look for in an agency tool or platform. Billing and invoicing can also be managed straight from the tool, along with valuable reports on profitability and costs to help with finance management. The reporting feature goes beyond that, with real-time reports on margins, utilization, and much more—including reports on individual employees' or contractors' history with the company, salary reports, etc. Productive's integrations include Zapier and Jira, Open API, QuickBooks Online, Xero, and Exact.
Pros
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Customizable Dashboards: Enhanced customization allows users to tailor their workspace to their needs, providing a more personalized and efficient management experience.
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Integrated Financial Management: This feature integrates financial tracking with project management, offering a smooth experience for budget and expense oversight.
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Client Portal: Including a client portal sets Productive.io apart, enhancing client engagement and transparency.
Cons
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Learning Curve: New users may find the platform slightly complex, requiring time to understand and utilize all its features fully.
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Customization Constraints: While customizable, some users might find the extent of customization options insufficient for their specific needs.
9. Zoho CRM
One of the areas where Zoho CRM stands out as a client management tool is its omnichannel approach. This allows firms to engage with clients via whichever medium they prefer, whether email, telephone, or something else. Zoho CRM makes a great effort to be an all-in-one platform. It allows businesses to monitor lead activity and customer buyer preferences and view price lists or documents without changing applications - everything your company needs for client management is right here.
Given that AI is such a hot topic right now, it should come as little surprise to hear that Zoho offers users its assistance. You won’t find ChatGPT levels of intelligence here but personal assistant Zia Voice can retrieve information, update accounts, and help generate performance reports. It’s certainly a handy addition that improves Zoho’s ease of use. Although there is no free tier with Zoho CRM, a free trial is available. Given that the platform is currently used by more than 150,000 businesses across 180 countries, a free trial may be all you need before you’re convinced this is the right client management software for you.
Pros
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Workflow automation
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Customization
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Email marketing
Cons
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Steep learning curve
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Limited customer support
10. Scoro
Scoro project management offers a range of features to help you manage your projects and resources. It’s a good option for service-providing businesses looking for a single platform to manage their day-to-day operations, but it can be difficult to onboard. Users like Scoro because it’s a good business management software with many features to help teams collaborate and manage tasks. Since it focuses on project management, time tracking, and invoicing, it can be a good choice for businesses looking to automate daily processes.
Pros
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Data-focused and detailed, perfect for project managers
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Offers a continuous and logical flow, from quote to project to invoice to final project delivery, suitable for many different business processes
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Provides a good onboarding experience
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Although much data is presented, it puts the most essential information upfront, like the profit margin for all issued quotes.
Cons
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It is a lot to take in, quite overwhelming at the beginning
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Moving to Scoro will take quite a bit of time due to the amount of data will have to transfer and the time it’ll take to introduce our team to Scoro
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The UI, although modern, could use some improvements to package the amount of data it presents or requires better, like in the many numbers we can enter when working on our quotes
11. Zapier
Zapier isn’t a regular AMS but is great for automating tasks between apps. It connects software for you, so you don't need coding skills. For example, you can create a “Zap” to add new leads to your CRM from your website or get a Slack alert when an invoice gets paid.
Pros
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Free forever plan and low-cost paid plans starting at $5.99 per month
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Deep level of customization
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Easy-to-use automations
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Agency-oriented nomenclature and features
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Built-in time tracking
Cons
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A minimum of three users for the low-priced paid plan
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Slower run time once more work gets added
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Most features are only unlocked with the Deliver plan or above
12. Pipedrive
Pipedrive is a CRM system designed to help sales teams increase productivity and close more deals. It offers various features that help streamline the sales process, including contact management, email tracking, call logging, lead scoring, sales forecasting, and automated workflows. With Pipedrive, a sales team can quickly organize their leads, contacts, and deals to stay focused on the tasks that matter. The client management app allows users to easily create custom pipelines and automated emails to help nurture leads and increase conversions.
Pros
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Segment leads to create personalized, targeted communication
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Drag-and-drop interface to quickly update deal statuses
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Activity reminders and team collaboration
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Customizable web forms
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Revenue forecasting
Cons
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Limited customization for user permission settings compared to other free client management software.
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Project scope and document management tools are paid add-ons.
13. Jira
Jira is a flexible tool that fits well with marketing teams. It supports agile methods like Scrum and Kanban, which help manage marketing campaigns effectively. Its Sprints dashboard offered me a structured way to plan and execute marketing iterations for my company’s campaigns. I also used epics and stories to organize my marketing projects into manageable tasks. Customization is another benefit. Jira can be adapted to your marketing team’s needs with custom fields, workflows, and issue types. Whether you’re a small team or a large enterprise, it scales easily to meet your unique marketing project and campaign requirements.
Pros
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Backlog feature to keep track of marketing tasks, ideas, and user stories
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Comments, notifications, and tags make it easier to communicate about tasks and projects
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Smooth integration with Trello, Confluence, and third-party apps from the Atlassian Marketplace
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Rich dashboard features to track and analyze your marketing project’s progress and performance
Cons
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Weak team chat functionality, such as struggling to connect with colleagues online via the platform
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It takes time to set up projects
14. Kantata
Kantata is an agency management system that can manage everything from client relationships to workflows and project tracking. This highly customizable tool allows agencies of all sizes to streamline operations and increase profits. This guide will explain how you can use Kantata for successful agency management. Kantata has various features designed specifically for agencies, including tools for client onboarding, project planning, time and resource tracking, invoicing, contracts, communication management, and more.
With these features in place, you can easily monitor your team’s progress against deadlines or budgets and track the status of clients or projects at any given time. You’ll also have access to key performance data such as team utilization rates or revenue forecasts. Kantata's core function is to provide users with comprehensive data management solutions.
It allows you to store customer information, generate reports, manage tasks and projects, track expenses, collaborate with colleagues or partners remotely, and share information organizationally. Additionally, it offers real-time insights into customer trends and market conditions so that you can make informed decisions quickly. This makes Kantata an excellent solution for businesses that need to stay ahead of the competition by utilizing data-driven insights.
Pros
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Intuitive Task Management: Kantata simplifies work organization by allowing easy assignment and tracking tasks and subtasks.
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Real-time Collaboration: It supports immediate communication and file-sharing among team members, ensuring everyone stays updated.
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Robust Reporting: Kantata offers comprehensive reporting features that aid in making informed decisions and tracking project progress effectively.
Cons
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Limited Integrations: Kantata doesn’t support many third-party integrations, which may limit its flexibility and usability.
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Learning Curve: Some users might find Kantata challenging to navigate initially, requiring time to fully grasp its functionalities.
15. Asana
Asana can be a perfect solution for cross-functional teams that work with agile methodologies, such as website project development companies. However, agencies with more robust needs might find that certain features, especially regarding budgeting and financial performance, could be more developed.
Pros
- It offers a free plan. Asana, as a project management software, is primarily concerned with helping small and medium-sized businesses. However, it is not limited to it. Thanks to its free plan, small teams on a tight budget can still have access to affordable project management software.
Several integrations.
This feature more than makes up for Asana's lack of some features. Several third-party apps and software can be integrated with Asana, including Salesforce, Slack, Dropbox, Google Calendar, and more.
Time tracking
The Asana app also helps companies and teams see where their time is spent. Jobs, tasks, and responsibilities are all sorted into different projects, ensuring you won't overlook anything.
Cons
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We know new users have a hard time understanding the Asana interface. With new users in mind, we've created an online tutorial to help guide users through the software and ensure they aren't intimidated by the interface.
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Asana is not ideal for small teams or single projects: It has overloading features, and it becomes overwhelming for a fundamental project. When you add new features, you have to balance the complexity of the application, and that’s where the problems start to happen.
15. Monday.com
Some of the biggest companies in the world, like Hulu and NBC, use Monday.com, and there’s no reason why your agency shouldn’t give it a whirl, either. Monday streamlines workflows and task visualizations. It’s an excellent agency management system tool. You can create boards or visual tables to sync items and updates in real-time.
There are status buttons and other presentable options, including Gantt, maps, forms, Timeline, Calendar, Kanban, and more. Available on Android and iOS, this highly responsive agency management software tool allows you to manage and collaborate with remote teams easily. You can assign owners for different tasks and let their AI bots focus on mundane matters. This also reduces the chances of human errors.
Pros
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Forever free plan available for up to two seats
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Modern, intuitive, and visual dashboard
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Highly customizable
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200-plus templates for creating boards and automations
Cons
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Confusing pricing plans because of per-seat (user) pricing
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Minimum team size of three for paid plans
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The free trial is only 14 days, whereas most project management platforms give 30
16. Hubspot CRM
HubSpot CRM is a customer relationship management platform designed to help businesses grow. It offers a comprehensive suite of tools to help teams manage client relationships and interactions, from tracking leads and deals to managing customer data. It also features automation capabilities to help streamline workflows for sales reps, customer service agents, and marketers.
The platform’s integration capabilities allow businesses to connect HubSpot CRM with various third-party tools, such as email marketing platforms and payment processors. With its intuitive user interface, comprehensive suite of features, and integration capabilities, HubSpot CRM is an ideal tool for businesses of all sizes.
Pros
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Contact and pipeline management
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Email and prospect tracking
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Contact website activity
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Email template builder
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Landing page builder
Cons
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Expensive pricing plans compared to other client management software
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Lacks intuitive tools for workflow automation
17. Freshworks CRM
Freshworks CRM makes it easier for teams to track leads, automate marketing campaigns, segment customers into different categories, manage customer data in one place, and quickly build customer relationships. Businesses can increase revenue and better understand their customers through features like contact management, lead scoring, customer segmentation, task automation, and customer insights.
The CRM tool also helps teams stay organized by providing detailed reporting on customer interactions and allowing users to set up rules-based workflows that can be used to automate repetitive tasks. Additionally, Freshworks CRM integrates with popular third-party applications like Google Apps, Zapier, and Mailchimp, making it even easier for teams to get the most out of their customer data!
Pros
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Pipeline management to visualize the entire sales process organized by stage
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Sales Goals to set and track goals based on revenue or the number of deals
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Filter, sort, and search functionality on the mobile app
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Deal performance dashboards
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Drag-and-drop interface
Cons
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Project management features are only available on expensive plans
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Limited reporting capabilities to customize key metrics
18. Creatio
Sales Creatio has undergone several name changes but remains a top CRM choice. Its specialty is larger sales organizations, and it does a good job catering to their needs. Creatio also offers tools for business process management (BPM), marketing automation, and help desks, enabling customers to address multiple business objectives in a unified way.
Pros
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Multifaceted and highly customizable unified business solution
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Rooted in solid CRM functionality
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Creatio CRM helps SMBs streamline processes from lead management to closing
Cons
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Relatively short trial period
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Hefty feature set
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Customization can be daunting at the outset
19. Kontentino
Kontentino is a tool for social media planning and organization tailored to creative digital agencies and social media managers.
Pros
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User-friendly Some say the platform is easy to use and understand.
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Well-organized Users can work in different profile groups and separate businesses.
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Excellent customer service Some say the customer service is outstanding.
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Easy-to-use calendar system Some say the calendar system is easy to use.
Cons
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Kontentino doesn't have social listening tools.
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Limited support for platforms Kontentino doesn't support TikTok, YouTube, or Google Business Profile.
20. Marq
Marq, formerly Lucidpress, is a platform for creative client projects that supports creating, customizing, and sharing branded content.
Pros
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Excellent for self-publishing: Lucidpress is highly recommended for self-publishing, as it effectively handles non-standard writing and formatting challenges, making it a fantastic tool for converting words into book format.
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Affordable and user-friendly: Lucidpress is a cost-effective solution for creating online magazines and other materials, with a user-friendly interface that makes it accessible even to those with no prior experience in publishing software.
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Robust cloud-based features: Lucidpress offers a range of cloud-based features, including a variety of attractive templates and functions, making it a versatile tool for creating various materials
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Educational discount: Lucidpress offers discounted prices for educational accounts, making it an affordable alternative to other publishing software for educators
Cons
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Challenging image management: Some users find managing images in Lucidpress a bit difficult, especially when copying template pages
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High price point: Compared to similar apps on the market, Lucidpress is considered one of the pricier options.
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Workamajig Pros and Cons
The Upsides of Workamajig: What Makes This Software Stand Out
Comprehensive project management features
Workamajig helps you run every aspect of your creative projects. You can use it to manage budgets, track time, create reports, and organize tasks and schedules. These features will help you get organized, maximize profitability, and deliver projects on time.
Ideal for creatives and well-suited for freelancers
Workamajig is built for creative professionals and their unique workflows. If you’re part of a marketing agency, a graphic design firm, or another creative business, this software can help you organize and improve your operations. It’s also an excellent choice for freelancers who want to improve their project management skills and impress clients with a professional approach to running projects.
Provides analytics and reporting in real-time
With Workamajig, you can get a clear picture of your creative project’s performance anytime. Use the reporting tools to track key metrics, assess project profitability, and identify areas for improvement. These features will help you increase efficiency and boost your bottom line.
Teams can collaborate from a single message portal
Communication is key to any successful project. Workamajig has a built-in communication tool that allows team members to collaborate from a single portal. This will keep conversations organized and help eliminate the need for messy email threads.
The Downsides of Workamajig: What to Keep in Mind Before Purchasing
Some users have concerns about slow customer support response
When researching Workamajig, we found several user reviews mentioning slow customer support response times. If you run into any issues while using the software, it may take some time to get the help you need.
The software loads slowly at times.
Several users also mention that Workamajig can load slowly at times, which can cause frustrating delays when you’re trying to get work done.
Try Orchestra for Free to Grow Your Productized Service Today
Orchestra helps you launch your productized service without the headaches of starting a new business. It does this by providing a client-facing portal that handles service delivery. You can customize the branded experience and use the client portal to automate your workflow. Instead of emailing clients, you'll use the client portal to deliver updates and get task feedback. This will help you stay organized while creating a better client experience.
The Orchestra team even suggests bringing your existing clients into the portal before you launch your productized service. This will help you transition to the new organized way of working and create pre-launch buzz.
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