# Projecis Software Pricing, Alternatives & More 2026 | Capterra

> With the help of Capterra, learn about Projecis Software - reviews, pricing plans, popular comparisons to other Project Management products and more.

Source: https://www.capterra.com/p/127396/Projecis/reviews

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# 

 Projecis Software Review 2026: Features, Reviews, Integrations, Pros & Cons

Last updated on February 13, 2026

Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team.

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[Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[Features](#features)[Pricing](#pricing)[Support](#support)[Reviews](#reviews)

Projecis

## What is Projecis?

Projecis is a content management and data visualization platform that enables project stakeholders to connect teams, organize data, and disseminate information for better business decision-making. Project team members can access documents, dashboards, metrics, milestones, assignments, issues, Gantt charts, resource views and more. Team knowledge is searchable, and maintained in one place with real-time commenting for all posted content. Video and screen-sharing communications are included.

## What is Projecis used for?

[Task Management](https://www.capterra.com/task-management-software/)[Nonprofit Project Management](https://www.capterra.com/project-management-software-for-nonprofits-software/) [Project Management](https://www.capterra.com/project-management-software/)

Top alternative

Featured

Overall rating

Based on 10 user reviews

Reviews sentiment

Positive

\-

Neutral

\-

Negative

\-

Starting price

$20

Per Feature, Per Month

Free trial  
available

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## Compare with a popular alternative

Capterra selects software alternatives based on relevant features, verified user reviews and user interactions. Placement may be influenced by client status.

### Projecis

4.8 (10)

VS.

[4.4 (2,887)](https://www.capterra.com/p/76113/Wrike/reviews/)

Starting Price

$20

Per Feature, Per Month

Starting Price

$10

Per User, Per Month

Free Trial

Free Version

Pricing Options

Free Trial

Free Version

Ease Of Use

4.6 (10)

Ease Of Use

4.2 (2,535)

Value For Money

5.0 (3)

Value For Money

4.2 (1,837)

Customer Service

4.9 (9)

Customer Service

4.3 (1,990)

## Projecis alternatives

[4.2 (984)](https://www.capterra.com/p/113540/Bitrix24/reviews/)

Starting price

$61.00

Per User, Per Month

Pricing Options

Free Trial

Free Version

User Rating

82%

of reviewers

rated it above 4 stars

[4.6 (440)](https://www.capterra.com/p/172519/Nifty/reviews/)

Starting price

$7.00

Per User, Per Month

Pricing Options

Free Trial

Free Version

User Rating

95%

of reviewers

rated it above 4 stars

Highest Rated

[4.6 (5,726)](https://www.capterra.com/p/147657/monday-com/reviews/)

Starting price

$9.00

Per User, Per Month

Pricing Options

Free Trial

Free Version

User Rating

93%

of reviewers

rated it above 4 stars

[4.6 (2,222)](https://www.capterra.com/p/146652/Airtable/reviews/)

Starting price

$20.00

Per User, Per Month

Pricing Options

Free Trial

Free Version

User Rating

96%

of reviewers

rated it above 4 stars

## Features

Features with the highest number of reviews are displayed first. Those that have no reviews appear next, sorted alphabetically.

Percent-Complete Tracking

4.0 (1)

0.00% of 1 reviewers that rated this feature as important or highly important

Level of completion within a task

Task Progress Tracking

4.0 (1)

0.00% of 1 reviewers that rated this feature as important or highly important

Track the status and progress of tasks

Task Scheduling

5.0 (1)

0.00% of 1 reviewers that rated this feature as important or highly important

Track and manage the scheduling of tasks

Access Controls/Permissions

Define levels of authorization for access to specific files or systems

Activity/News Feed

Continuous profile-based stream of news and activity

Alerts/Notifications

Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges

Projecis 51 features

Define levels of authorization for access to specific files or systems

Continuous profile-based stream of news and activity

Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges

Application programming interface that allows for integration with other systems/databases

Moving and separately storing data that is not actively used or continuous storage of data for compliance purposes

Ability to make voice calls within the system

Create, manage, and send invoices or bills to customers

Track and manage schedules and meetings via an integrated calendar

Private online space that lets businesses securely share documents and provide information access to clients

Provides a channel for team members to share media files, communicate, and work together

Leave comments and notes on documents for others to view

Track and report regulatory data to either internal management or external stakeholders

Handles digital content throughout its lifecycle, from creation and storage to distribution and archiving

Pre-designed layouts that can be customized to match preferences and requirements

Assembly of graphs and charts for visualizing and tracking statistics/metrics

Online forums/groups where users can ask questions, share ideas, best practices, etc.

Custom forms to streamline repetitious aspects of a document

Store and organize documents in a centralized system

Digitally sign online documents

Manage, store and organize emails within the system or via third-party apps

Public or private sharing of digital files such as documents, audio/video, images, and more

Search for specific words or phrases within a document or database

Visual representation of project's schedule, sequence and duration of tasks, benchmarks and dependencies

Create, collect, discuss, improve, and evaluate insights or alternative thinking before starting projects

Identify and respond to unexpected problems or failures (ie. "negative events")

Monitor task progress and planned accomplishments to better manage project status

Ability to handle several projects simultaneously

Level of completion within a task

Arrange tasks based on the level of priority or urgency

Plan and coordinate all the resources, costs and time needed to execute assignments

Defining the project's scope, deliverables, schedules, resources, budget, critical path, dependencies and constraints

Pre-designed project plans that can be customized

Monitor the progress of projects from start to finish

Engage in direct, instant messaging with customers, users, etc.

Timed notification for any upcoming task, deadline, appointment, or activity

Track task progress, milestones, delays, or other key information and generate reports on them for evaluation

Process of planning, scheduling and executing the optimal and effective use of human capital across projects

Search and filter data across systems to locate required information by entering keywords or certain criteria

UI looks like a spreadsheet

Split and manage tasks into individual components

UI looks like task board

Edit task information and all related elements

Create, manage and track all task activities and progression

Track the status and progress of tasks

Track and manage the scheduling of tasks

Checking for errors to prevent quality issues and maintain the integrity of the product/service as per set standards

Set up connections to third-party platforms to improve business processes

Measure and track time including hours worked and paid time off (PTO)

A digital list of items that need to be completed

Track revisions and updates made to files and navigate between different versions

Connect with meeting participants remotely over video

Get Advice

We can help you find the software with the features you need.

Features

4.3 (4)

4.3

Based on 4 reviews

## Pricing

Value for money

5.0 (3)

Free Trial

Basic

$20.00

Per Feature,Per Month

Value for money

5.0 (3)

5.0

Based on 3 reviews

Connect with a Capterra advisor for a free 15-minute consultation

Get a personalized software list aligned to your business needs with guidance from our expert advisors. Our team has helped 1 million+ businesses like yours find options that fit their needs.

## Support, customer service and training options

Customer Service

4.9 (9)

Support

-   Email/Help Desk
-   FAQs/Forum
-   Knowledge Base
-   Phone Support
-   24/7 (Live rep)
-   Chat

Training

-   In Person
-   Live Online
-   Webinars
-   Documentation
-   Videos

Deployment

-   Web
-   Android
-   iPhone/iPad

Typical users

-   Freelancers
-   Small businesses
-   Mid size businesses
-   Enterprises

Customer Service

4.9 (9)

4.9

Based on 9 reviews

## User reviews

Overall rating

4.8

Based on 10 reviews

Filter by rating

5(8)

4(2)

3(0)

2(0)

1(0)

Mentioned topic

Sorted by most recent

Hasbullah A.

Sales And Marketing Specialist

Telecommunications

### "Effective in project management"

4.0

Overall Rating

4.0

4.0

Ease of Use

4.0

4.0

Features

4.0

4.0

Customer Service

0.0

0.0

Likelihood to Recommend

8/10

December 2, 2021

Pros

Projecis is packed with many feature that are very helpful in managing a project with my project team memebr.

Cons

The task sharing process is quite confusing to be used. After a few week of try and error, i have manage to make it work with my working style.

Review source

Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication.

OM

Olivia M.

Senior Director, Program Management

Non-Profit Organization Management

### "An efficient Program Management solution"

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

5.0

5.0

Customer Service

5.0

5.0

Likelihood to Recommend

10/10

May 28, 2020

Cost and time effective project/program management solution. They offered an extended free trial.

Pros

There are many functions. My favorites are the ability to quickly assess my own project activity as well as that of the project teams. Additionally, they have a secure video conference/screenshare tool to schedule a meeting or to meet ad hoc. For a meeting, one can easily assign action items/delivery due dates to individuals that will track within their dashboard and also designate an owner of the minutes. Very easy set up of Projects and Files that includes adding individuals within roles and access levels. I receive a daily summary of whichever projects/action items I am following.

Cons

At this time, there isn't a feature that is missing. They do have a very customer service oriented team and will be happy to bring up any in the future.

Alternatives considered

[Basecamp](https://www.capterra.com/p/56808/Basecamp/)

Reasons for choosing Projecis

Additional functionality. Quicker Admin Set-Up as well as customizations can be done by the individual.

Review source

Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication.

SB

Steven B.

VP Business Development

Pharmaceuticals

### "Projecis Review - A Contract Research Organization Perspective"

5.0

Overall Rating

5.0

5.0

Ease of Use

4.0

4.0

Features

4.0

4.0

Customer Service

5.0

5.0

Likelihood to Recommend

10/10

May 21, 2020

The major business feature is the industry compliance (21 CFR Part 11 / HIPPA) as Clients need to be assured their documents are in a secure environment. Also, the level of control of access to the system provides additional comfort that only authorized individuals can access the correct projects (folders).

Pros

Importantly, this software is 21 CFR Part 11 and HIPPA Complaint. This is fundamental to working with "Essential Documents" in the Clinical Trials setting. The way the system can be constructed for a given project is very similar to folder structure in windows, with multiple folder levels. In a dynamic clinical trials setting where your documents are live and constantly change, the uploading of new versions of documents and the maintenance of historical versions is perfect. Also, the sign-off documents (e.g. for confirmation of training) is a very valuable feature. e-Sign off covers many other aspects, not just training. Above all, the security of the documents from a client perspective (per opening comment above) is extremely important.

Cons

The only challenge I face with the system that I would be grateful if it could be managed is that to move a project (folder) you need to set up an identical folder in the new location and then migrate the content files from one folder to another. Dragging and dropping folders is not possible as I understand the system right now.

Review source

Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication.

SB

Saira B.

Co-Founder & CEO

Biotechnology

### "Porjecis - Great product & customer support "

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

4.0

4.0

Customer Service

5.0

5.0

Likelihood to Recommend

10/10

April 30, 2020

Our overall experience with Projecis has been excellent. Their customer support is probably the best we have had with any other software product.

Pros

We have been using Projecis to house and share our due diligence documents. We feel very confident about the security of our data room. Using Projecis is very intuitive and simple which is the best aspect of this product. The system is designed to gives us the ability to assign various level of access to internal and external collaborators on different documents/programs. Calendar and Chat features enable the user to setup meetings and allows quick communication among the team members.

Cons

There is a small learning curve to the role of administrator, which is mostly due to the different layers of security but it's smooth sailing, once you get a hang of it!

Review source

Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication.

KC

Kristi C.

VP, Project Management & Clinical Operations

### "Great Platform for Project Transparency"

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

0.0

0.0

Customer Service

5.0

5.0

Likelihood to Recommend

0/10

September 10, 2015

We utilize Projecis software as a document as a platoform for document sharing, review, calendar transparency and communication tool. Our clients love that can see where their team is at a glance! The software is easy to use and the Projecis staff is amazingly quick to assist with any issues. In fact, they like to hear suggestions on improving the user experience and they implement suggested changes if feasible. Agility Clinical relies on Projecis for electronic audits as well because we can protect our documents with ease while allowing auditors access to the documents they need. Projecis is part of our daily busines life!

Review source

Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication.

PV

Pavel V.

Project Manager

### "Tool under continuous development"

4.0

Overall Rating

4.0

4.0

Ease of Use

4.0

4.0

Features

0.0

0.0

Customer Service

4.0

4.0

Likelihood to Recommend

0/10

September 7, 2015

In our CRO we use this system for 1. monitoring visits planning and vacation capturing 2. site visit report revision/finalization and upload of final versions of confirmation and follow up letters and reports - as PDFs Comments: I generally like this tool, it is simple (for me) and I am able to use it for above described tasks. It is also quite stable tools but not working on all platforms (old browsers versions) - HELP - online help certainly improved (but I believe it is still not covering all topics ' e.g. lock file') and it describes new features - however not available as document (or did I miss something?) - Calendar - Filter assigned OFF by default (I did not find in settings how to set in On by default as this is the feature I am using) and the system does not remember this setting so next time I have to again select this filter - Calendar - when placing e.g. new event (for example vacation) with certain date(s) it always shows up in Calendar shifted by one day ' rather annoying - Calendar ' ADDING NEW EVENT - is not straightforward as events can be entered simply by clicking on the calendar date but tasks through task menu. And we use TAKS for tracking monitoring visits as progress can be completed in TASKS but not events. - Notification about new version uploaded is not received (only when new file is uploaded I am receiving notification) - TASKS ' cannot be sorted by Assigned to and other parameters (task summary) - we are running three protocols so the filed task summary serves for distinguishing among them - File Revision process not easy to understand for less skilled people - No export/print tool for TASKS, MILESTONES, CALENDAR etc. according to various parameters e.g. sorted by month, task summary (full or partial text) , assigned to, months, '. ' - no possibility for batch operation (such as marking multiple tasks completed etc. ) - No possibility to set some fields/properties as mandatory for completion (in calendar/files ') - a bit more detailed was how to set access rights ' for individuals within groups Note: Some of my comments can be already obsolete as I did not have time to check all pages in online help.

Review source

Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication.

IO

Inez O.

Director of Admission

### "Using PROJECIS as a CRM as well as a means by which we manage data associated with our customers."

5.0

Overall Rating

5.0

5.0

Ease of Use

4.0

4.0

Features

0.0

0.0

Customer Service

5.0

5.0

Likelihood to Recommend

0/10

September 3, 2015

Pros: The efficiency of this system has cut reporting time down from days to minutes. Allowed us to use reporting tools for data analysis more effectively. Working with the PROJECIS team is a joy. They epitomize the best in customer service. Cons: PROJECIS can still be difficult to navigate at times with many clicks to arrive at your goal. Some of the interfaces are not intuitive enough.

Review source

Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication.

EM

Ellen M.

### "The software is useful, and the vendor listens to our needs and updates the software as appropriate"

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

0.0

0.0

Customer Service

5.0

5.0

Likelihood to Recommend

0/10

September 3, 2015

Projecis helps all members of our project teams communicate and share documents, regardless of their geographic location. We've used Projecis for projects to enable team members across multiple continents work effectively together.

Review source

Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication.

BM

Brian M.

Director of Financial Assistance

### "Revolutionary tool for La Jolla Country Day School"

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

0.0

0.0

Customer Service

5.0

5.0

Likelihood to Recommend

0/10

September 2, 2015

Projecis has revolutionized the way we collect, interpret and report the data involved with enrollment management. From the enrollment dashboard to flexible ad-hoc reporting, Projecis has provided us with a cutting edge tool that will allow us to efficiently identify and analyze trends. This will help shape future decisions surrounding the retention and recruitment of our students. The customer service we have received from the team at Projecis has been truly phenomenal. They are responsive, flexible, compassionate and extremely patient. Their service is second to none.

Review source

Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication.

GD

Glenn D.

CEO

### "A Lot of Features for the price"

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

0.0

0.0

Customer Service

5.0

5.0

Likelihood to Recommend

0/10

September 1, 2015

The system has a lot of features under the hood so I have to only manage one platform versus a whole bunch of separate ones. Woohoo! It provides great flexibility and security of information. Watch some of the videos, or better yet, ask them to do a demo for you. It'll help you hit the ground running.

Review source

Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication.

Independent research methodology

Capterra's researchers use a mix of verified reviews, independent research and objective methodologies to bring you selection and ranking information you can trust. While we may earn a referral fee when you visit a provider through our links or speak to an advisor, this has no influence on our research or methodology.

[Learn more](https://www.capterra.com/resources/proprietary-data-research/)

How Capterra verifies reviews

Capterra carefully verified over 2.5 million+ reviews to bring you authentic software experiences from real users. Our human moderators verify that reviewers are real people and that reviews are authentic. They use leading tech to analyze text quality and to detect plagiarism and generative AI.

[Learn more](https://www.capterra.com/resources/how-we-verify-reviews/)

How Capterra ensures transparency

Capterra lists all providers across its website—not just those that pay us—so that users can make informed purchase decisions. Capterra is free for users. Software providers pay us for sponsored profiles to receive web traffic and sales opportunities. Sponsored profiles include a link-out icon that takes users to the provider's website.

[Learn more](https://www.capterra.com/resources/how-we-ensure-transparency/)