Proteus

Pros

Proteus is a great tool for freelancers who want to streamline the process of running their business. This web platform allows you to create and track new business proposals, convert them into projects, manage people, resources, and time, and ultimately track and monitor all financials. It also has a built-in forum where you can chat with other freelancers, which makes it easier to find new clients and jobs.

Cons

No complaint on Proteus. All features are useful and lead us to success in a short period of time.

Pros

The integrated timesheet system as well as the project management functions really improved the efficiency of our workflows. How me manage our data and track our progress is far easier and quicker.

Cons

Switching software and learning a new interface was daunting at first but after 20 minutes we accustomed ourselves with the product.

Pros

The software is very user friendly and very quick to train personnel on.

I find the dashboards very easy and quick to identify each project status

Cons

We had no issues at the time of selection or role out

Pros

There are many pros to this software but for me it was the ease of creating proposals for prospective clients. Usually have to pull data from 'old job' proposals or excel spreadsheets which arent necessarily located in one database. This means there is a lot of duplicate work done when creating a proposal and hence a lot of man hours wasted. Proteus makes it easier to input the data into required fields in the proposal template and then at end of the process, the proposal is given a numbered reference that you can pre-determine and is then stored in a library, thus making it easier to find if required further down the line. The proposal is then tracked the whole way through the sytem . If it is accepted by the client, the proposal then moves to the project stage within Proteus and all the relevent data is now able to be seen/tracked in the Project phase of the job. In layman's terms. It simplifies the work process.

Cons

Least favourite part of the software was a lot of the graphs/charts were in colour as you would expect but I am red/green colour blind so couldnt read it properly.

Pros

The proposal module is game-changing - it allows us to quote for business so much faster than before but to a higher standard. We're therefore bidding for more business than ever and able to immedately convert successful proposals into projects.

Cons

Although integrated with a wide range of open APIs, broader integrations would be helpful.