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Clarizen, A Simple Review

by Scott Max
I'll offer two ways to find the tool, software or service you need, keep reading our breakdown and recommendations, or tell us about your business and the problem you are trying to solve and we will advise you for free!

So, you are considering Clarizen.

You’ll be wondering if it's a good choice for you, if its feature set compares well to other options on the market, and if it is priced affordably enough for what you get.

This article will break all that down for you and more. 

Plus, at the end of the article you’ll find links to alternatives to Clarizen as well as our top picks for the options in this category.

Or, just go straight to Our top picks for the Best Project management software

Without further ado, let’s get started.

Clarizen Features

Clarizen is the only enterprise-grade solution in the market that ties social engagement with powerful project management. It provides a streamlined navigation panel and enables One-click access to your modules. With Clarizen, you can plan out initiatives and expedite the project execution with maximum efficiency.

Here are some exclusive features of Clarizen:

Reports and Dashboards: Clarizen's reports and dashboards provide complete visibility to all internal and external stakeholders. The robust reports and dashboard module is fully integrated with Clarizen's work graphs, ensuring a true 360⁰ view. It provides a comprehensive reporting platform that includes the ability; to pivot data in multiple ways.

Digital Proofing: Clarizen's Digital Proofing integration simplifies and organizes the review and approval process. With digital proofing, you can create and manage proofs; for various file types. Any stakeholder, whether a Clarizen user or not, can contribute to the review and approval process. With Clarizen, you can use proofing decisions; to continue the work process automatically.

Advanced Customer Management: Clarizen opens the lines of communication and participation between teams. With Clarizen, you can add customers into your environment. You can initiate project discussions or automate the invoicing process. Clarizen assists you in developing a customer-centric approach and provides them full visibility into the ongoing processes.

Custom Actions: Clarizen provides a fully configurable platform so you can utilize it to fulfil your specific requirements. With custom actions, you gain full flexibility in Clarizen. You can create One-click actions to trigger entire workflows. You can customize project lifecycles and introduce custom dynamic forms.

Resource Utilization: With Clarizen's resource utilization, you can ensure the ROI of your deployed resources. Additionally, it displays the actual utilization and related KPIs of your resource pool. Resource utilization ensures that everyone in your organization; is working and contributing to the projects.

Conditional formatting: Clarizen's conditional formatting allow exception driven management of your work. It enables you to highlight important KPIs and focus your stakeholder's attention on crucial areas. Conditional formatting assists you in easily configuring dashboards with logical rules.

Clarizen Pricing

Clarizen does not have pricing details for its project management products on the official website. It may be because they don't sell bundled subscriptions and instead allow users to customize the ideal plan by handpicking the necessary tools.

Clarizen Discount and Coupons

Clarizen currently does not provide any discounts or coupons for its subscription plans. However, keep visiting the website to avail discounts during Black Friday or the Holiday season.

Clarizen Free Trial

Clarizen offers a 30 Day free trial for its "Planview Leankit" and "Planview Projectplace" without any buying obligations. You can watch a demo for all products, but they don't come with a trial offer.

Clarizen, A short how-to guide

Once you login to your Clarizen account, you'll be redirected to the "Homepage". Here, you and your team members can get an overview of daily tasks and the upcoming schedule.

Homepage's left panel gives access to crucial actions and recent items. The central section is devoted to collaboration. Newsfeed displays all the latest discussion posts. The right panel provides an overview of the current work, including your active tasks or projects.

The "Social" module gives access to collaborative groups inside Clarizen. You can view the intrinsic details of a group by clicking on the relevant tab. Additionally, these groups act as workspaces and empower collaboration with your team members.

With Proofing integration, you can access the tab to link and manage your files in the context of relevant work.

Click on a project to enter its roadmap and efficiently plan the next strategies. With the project roadmap, you can view the progress on the crucial deliverables.

The left panel is essential to navigating through Clarizen. Click on "Requests" to view any approval inquiries from team members. Go to the "Customers" to enter the client database and sift through client details.

Click on "Reports" to enter the analytical section inside Clarizen. Here, you can control the parameters and generate accurate reports to analyze your team's productivity and project progression.

Click on "Company Portfolio" to view your organization's analytical data and revenue related details. Go to "Timesheets" to see the log hours of your employees and analyze which projects require extra attention.

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