Optimy vs Visual Planning: Which is a better fit?

Excellent customer service, always responded quickly with an effective solution to queries. Wonderful to work with, thank you.

I have no negative comment on Optimy (teams or tool).

Everyone that we have dealt with on the team have been excellent to work with and the transition to the new tool has been seamless.

The filters and functions for exporting projects can be a little unclear.

The dashboard is cleaner than some other products we looked at, and the functionality is more sophisticated than we actually need. The system seems flexible and can be customised to our needs.

Cons": not flexible enough => still need manual workload.

What I liked most about the software was it's adaptability - making a bespoke tool possible for Aon. The team at Optimy were also always accessible and helpful and kept to deadlines and budgets.

Overall, a great experience with Visual Planning. From implementation, to customization, training, support - it's all great and the platform helps us run much more efficiently than we were previously.

Limited functionality in automation and encountered glitches when deploying auto-email notifications.

We are pleased that what we thought we were buying is what we ended up with as our end product. Overall we are very pleased.

While it is a good thing, so an outsider/average user it can be confusing or intimidating.

Visual Planning is a perfect project management platform which helps to improve collaboration.

ana a

Sales associate

Initial setup and customization require a bit of time and effort which can be a hurdle for small businesses or teams with limited resources.

I like the flexibility, the level of customization, and the amazing customer service.

It isn't a 2 minute setup, which won't work too well for small businesses, as it front loads some of the costs.