Who Uses This Software?

medium to large agencies across that have a need to better manage their external workforce including vendors and freelancers.


Average Ratings

29 Reviews
  • 5 / 5
    Overall
  • 4.5 / 5
    Ease of Use
  • 5 / 5
    Customer Service

Product Details

  • Starting Price
    Not provided by vendor
  • Free Trial
  • Deployment
    Cloud, SaaS, Web
  • Training
    Documentation
    Webinars
    Live Online
    In Person
  • Support
    Online
    Business Hours
    24/7 (Live Rep)

Vendor Details

  • Shortlist
  • shortlist.co
  • Founded 2015
  • United States

About Shortlist

Shortlist is a new generation Contractor + Vendor Management platform. Centralize all your external workforce in one, private vendor collaboration platform.


Shortlist Features

  • Approval Process Control
  • Bank Reconciliation
  • Cash Management
  • Check Printing
  • Duplicate Payment Alert
  • Fraud Detection
  • General Ledger Entry
  • Vendor Management
  • Campaign Management
  • Collaboration
  • Document Management
  • File Sharing
  • Project Management
  • Task Management
  • Time Tracking
  • Contractor Database
  • Insurance Tracking
  • License Tracking
  • Permit Tracking
  • Skills & Competencies
  • Task Management
  • Work Hour Tracking
  • Course Management
  • E-Verify / I-9 Forms
  • Electronic Forms
  • Electronic Signature
  • Employee Handbook
  • Employee Portal
  • File Management
  • Job Description Management
  • Orientation Management
  • Task Management
  • Tax Forms
  • Asset Management
  • Auction Management
  • Bid Management
  • Budget Management
  • Catalog Management
  • Contract Management
  • Inventory Management
  • Invoice Processing
  • PunchOut
  • Purchase Order Management
  • Receiving
  • Requisitions & Approvals
  • Sourcing Management
  • Spend Management
  • Supplier Management
  • Audit Management
  • Contact Management
  • Customer Database
  • Self Service Portal
  • Supplier Master Data
  • Transaction History
  • Vendor Maintained Profiles
  • Vendor Managed Inventory
  • Vendor Performance Rating
  • Vendor Qualification Tracking
  • Budgeting & Forecasting
  • Contractor Management
  • Employee Lifecycle Management
  • Labor Projection
  • Performance Appraisal
  • Recruiting Management
  • Scheduling
  • Skills Tracking
  • Time & Attendance
  • Variable Workforce

Shortlist Reviews Recently Reviewed!


Capterra-loader

Excellent product! Shortlist has streamlined several of our internal freelancer management processes

Oct 20, 2017
5/5
Overall
5 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: From an internal perspective, Shortlist greatly reduced our admin time spent on freelancer management and allowed us to centralize many management duties. The platform helped us to streamline freelancer onboarding, information tracking, project assignments, performance tracking, and more. Before Shortlist, we were using several different tools to accomplish what is now done in one single platform!

The project assignment functionality was the biggest attraction for us. It's the most robust I've seen, offering several assignment workflows. Our company works on a bidding system -- freelancers essentially opt into potential projects by bidding for work -- and Shortlist seamlessly supports and has enhanced our system.

In addition, the platform is very user friendly for both administrators and freelancers. Although the platform offers a robust selection of tools to assist in freelancer and vendor management, the interface is clean, simple, and easy to navigate. The user friendly workflow greatly reduces the potential for confusion or questions, which is vital when working with a large external workforce.

Lastly, the Shortlist team is clearly committed to the success of their customers. The team has been extremely communicative, receptive to feedback, and quick to offer helpful insights or suggestions on how to maximize use of the platform.

Cons: There's nothing I explicitly dislike about the platform. However, I'd love to see more customization options, especially in regards to freelancer profiles and the internal performance tracking system.

Overall: A streamlined solution to freelancer management! We used to have a fragmented system that involved using several tools for various parts of freelancer management: onboarding, information tracking, project assignments, performance tracking, etc. We are now able to fulfill all of these duties using one single platform, which drastically cuts our admin time and creates a smoother, more consistent workflow and user experience.

Vendor Response

by Shortlist on October 24, 2017

Thanks Justine, really appreciate this!

Capterra-loader

The FMS of my dreams!

Aug 03, 2018
5/5
Overall
4 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: *Integration with Hello Sign takes so much pain out of the on-boarding process
*Speaking of which, the customizable on-boarding is bar none
*Payments are easy to set up and schedule
*Freelancers love it
*Intuitive set up; you can tell it was designed with the user experience in mind
*Amazing responsiveness of team

Cons: Only one: I do a lot of bulk work, and it can get tedious as times. For example, I may have 25 of the same type of assignment going out. If I need to change the rate on them, I have to visit each one individually (can't open in new tabs), change it, and get back to the projects screen, which is now unsorted. So I have to resort to find my items and start the process again.

Overall: When I began the hunt for a FMS for our small start-up, I was working out of no less than five massive spreadsheets -- not to mention the hundreds of files floating around -- just to keep track of our freelance projects and payments.

I found Shortlist via Google search, and from my very first contact I've been impressed with the software and especially, the team. I was able to consolidate all of my scattered processes into one location, and the ability to manage all aspects of a freelancer's work cycle, from on-boarding to assignments to payment, has shaved countless hours off my work day.

I think my absolute favorite part of working with Shortlist though has been the amazing team of people devoted to helping ensure that we have the best product to work with. The sales team wasn't pushy, the tech team is always available for help or improvements, and our customer success rep has been an absolute pleasure to work with.

I can't say enough good things about Shortlist, and how vastly it's improved and streamlined our processes, and in turn, our own work flows.

Overall, the Shortlist team has exceeded my expectations! I look forward to my interactions w/ them.

Oct 28, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: -The Shortlist software enables us to do our business and be successful
-User interface (UI) is intuitive to use
-Friendly and personable customer support, they want to help us grow (awesome!)
-Open to accommodating and exploring our needs (e.g. updated search functionality based on our needs & feedback)
-Shortlist team has the technical capabilities to support our industry-specific needs
-Most of our users accept and fill out their profile in Overall: -Effective process techniques for recruiting, onboarding, growing, and managing our network of partners
-Enables our business to scale

Vendor Response

by Shortlist on October 31, 2017

Thank you for your review!

A True End-to-End Workforce Management Platform

Feb 20, 2017
5/5
Overall
4 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
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Pros: Simplicity to get started, consistent updates, improvements, and new features are released. Software has the look and feel of a proper enterprise application.

Cons: It requires some effort to maintain your database and keep things current but this is to be expected if you have a lot of activity.

Overall: We set out to build our own solution but were fortunate enough to come across Shortlist before we made a decision. Shortlist solved our immediate need as well as gave us features we heavily utilize but had not previously considered, let alone had the budget and runway to build our own features such as Talent Pools.
There has not been much need for customer support based on our experience, but the few times we have needed to get in touch with Shortlist we've been impressed and our needs quickly met.
In short, you'd be crazy to build your own software because Shortlist has already built the features and functionality and offers their solution for a monthly subscription.

Simple, flexible, powerful!

Apr 19, 2016
5/5
Overall
5 / 5
Ease of Use
4 / 5
Customer Support
5 / 5
Value for Money

Comments: Shortlist.co is a fantastically versatile platform that allows easy locating, engagement, contracting and payments of freelancers, consultants and vendors. Very quick and easy to onboard preferred freelancers / consultants / vendors or use their database, a logical user friendly workflow to engage with your preferred for new service or product needs, then compare, rate and award. During the project or engagement period you can even manage to budgets and pay them.

Pros: 1. Super easy to onboard freelancers, consultants and vendors. 2. Database of over 20,000 vendors if you don't have a preferred. 3. They provide templates for marketing briefs, contracts and response questionnaires. 4. Reminders sent to participating people and or companies to keep things moving along. 5. Easy comparison of responses for a quick award. 6. Budget / financial analysis provided when move into project. 7. Payment through the platform also possible. 8. Service centre to help along the process or add support where needed (covering when you are away on holiday etc).

Cons: Requires some change management to get people to use the tool, but is about 1% of the change needed verses other eProcurement or eSourcing tools, given how clunky and difficult they are to use!

Excellent product

Apr 19, 2016
5/5
Overall
5 / 5
Ease of Use
5 / 5
Customer Support
5 / 5
Value for Money

Comments: I've been using Shortlist for over a year now, and have found in extremely useful tool for managing our agency's workforce. I've recommended Shortlist not just for my own company but to other teams that I now consult with. What it comes down to is that it solves a major issue for me when it comes to managing your workforce in one central location. Before Shortlist came around, there wasn't really any decent options to solve this. I notice also that the Shortlist team has made major steps forward with the UI/product design over the last few months. It's looking great and the new clean dashboard design will be a welcomed addition for our team.

Pros: - I think value for money - you cannot go past this. It's priced extremely well for software in this category. - Nice design. Lets face it - most of these tools look like they've been design and built by the finance team! Shortlist looks more like an Apple product. - Great customer service. When we first tried it out we were having some small issues onboarding , but Shortlist got straight back to me and helped us immensely.

The premise of the platform is great - the aesthetic design and functionality sometimes lacks.

Oct 30, 2017
3/5
Overall
3 / 5
Ease of Use
4 / 5
Features & Functionality
2 / 5
Customer Support
3 / 5
Value for Money
Likelihood to Recommend: 6.0/10 Not
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Pros: That we can have ratings, reviews and contextual information about our talent pool. It makes curating our talent much easier.

Cons: The design feels a bit dated and the functionality fails sometimes. It feels like a product that is very much still in development and lacks polish. Also, we have not used the Project RFP/RFP functionality as much as originally anticipated - although that is not necessarily the result of the software.

However, the lack of flexibility in modifying questionnaires feels clunky at best and downright annoying at worst.

Overall: The ability to share curation with our talent pool across our various internal stakeholders.

On-boarding

Aug 06, 2018
5/5
Overall
5 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: The software is very easy to use which makes it easy for the operatives that work for us to understand the functionality and complete their on-boarding with ease!

Cons: Although the software is very customisable. There are a few features our company didn't need and we would have like to have had them removed.

Overall: The platform has integrated into our business very well and has saved us a ton of admin. Most of all the customer service experience has been amazing and we are very happy with our relationship with the Shortlist team who are always on hand to solve any problems!

Shortlist Review

Aug 03, 2018
4/5
Overall
5 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: The software is incredibly intuitive and requires very little training. The layout is user friendly and is structured to get search results as fast as possible. Very editable on-boarding templates to suit different suppliers and freelancers.

Cons: Like all platforms there are pieces that need changing to suit our business, Shortlist have worked very hard to make developmental changes for us and continue to do so.

Overall: We use Shortlist as our supplier, venue and freelancer database allowing the team to search based on country of operation, experience, industry and many other factors. Suppliers upload all relevant insurance and marketing documentation when they on-board to help the team make decisions and reduce email traffic in the planning stages. Post event the team review the suppliers helping the rest of the team make better informed decisions during the next search.

Fantastic !!! This is a future proof product that every Agency will need in the coming years

Mar 23, 2018
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money

Pros: 1. Easy project setup. Get a project ready to be shared with vendors in no time. - with a possibility of setting up deadlines for proposals and final submissions. - Templates included in the software makes it easy to find the type of project you will use it for.

2. Super easy to onboard freelancers, consultants, and vendors.

3. Payment through the platform also possible.

4. Great Customer Support to help during onboarding and while using the product.

Cons: Can't think of any Cons.

Reminders sent to participating people and or companies to keep things moving along.

I love Shortlist! Great Features: Versatile and Easy to Use!

Sep 12, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: I use Shortlist.co to screen, contract and source out my freelancers in my promotional marketing agency. The app is extremely versatile and easy to use. The set-up was tailored (somewhat) for my marketing company. I am very happy with the software and when there is a concern or issue, customer service was very quick (via chat and email) to respond.

Cons: They do not have a mobile yet. I am being told it is coming soon in 2018. It's difficult as most of my users are on mobile and I am ecstatic for the launch of the mobile app.

Capterra-loader

The solution I have been waiting for!

Nov 03, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
Likelihood to Recommend: 10.0/10 Not
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Pros: Easy to use, great customer service, intuitive interface. Met most of the initial needs and their new updates continue to impress.

Overall: Makes hiring vendors a breeze.

Vendor Response

by Shortlist on November 06, 2017

Thanks Kevin, much appreciated!

I love shortlist!

Mar 13, 2018
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money

Pros: Okay, I've seen a lot of similar types of software, but I love how shortlist does things! They are a true class leader

Cons: I don't like the support but that seems to be the norm with SaaS companies - other than that they're good, they have a good help desk as well.

Shortlist fills a gap for contractors that has been long overlooked.

Jul 17, 2018
4/5
Overall
3 / 5
Ease of Use
3 / 5
Features & Functionality
4 / 5
Customer Support
2 / 5
Value for Money

Pros: Shortlist's focus on 1099 contractors is a welcomed addition to the world of management systems. The concept is pretty solid, but execution still needs work.

Cons: Shortlist relies upon a third party payment processor called Qwil and this can make invoicing and payments a bit difficult. The invoicing system is pretty limited and the site is not mobile optimized, nor do they have a mobile app.

great tool, geat team; simple and effective

Aug 03, 2018
5/5
Overall
5 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
4 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
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Extremely
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Pros: Finally a quick and easy way to track, search and reviews all my vendors.

Cons: Some feature here and there doesn't meet exactly my requirement

Overall: I love the team behind the tool. Always there to help and looking for my satisfaction

Vendor Recruiting - Fast and Reliable

Apr 21, 2016
4/5
Overall
3 / 5
Ease of Use
5 / 5
Customer Support
4 / 5
Value for Money

Comments: I started using this tool in order to keep track of several projects I had to develop with external vendors which were usually managed over e-mail. I appreciate the ease of use for creating new projects and including internal and external partners on the project. I expect to get more from the app in the future as I keep increasing the number of vendors I work with and the size of projects developed.

Pros: - Easy project setup. Get a project ready to be shared with vendors in no time. - Possibility of setting up deadlines for proposals and final submissions. - Templates included on the App makes it easy to find the type of project you will use it for.

Cons: - No Mobile access. - Sometimes difficult to find the thread to reply to your vendor's message. - Would be useful to have a shared folder kind of feature, to include project attachments.

review of Shortlist

Apr 05, 2016
5/5
Overall
5 / 5
Ease of Use
4 / 5
Customer Support

Comments:
¿If only someone had come up with this idea sooner!

Having personally worked on both sides of the table, it is always painful participating in an RFP process, despite how professional both parties are and how sophisticated the systems used (very rarely) are.

From uploading documents, to communicating between parties, managing budgets and deadlines, I have never come across a solution as perfect as the shortlist!

I highly recommend utilizing this for all tenders (large and small). Life has never been so easy!¿

Vendor Response

by Shortlist on April 05, 2016

Dear Richard. Thank you for the review! Much appreciated and the Shortlist team is always here to support you and your clients as needed! Best Regards, Joey (Co-Founder, COO @ Shortlist)

Capterra-loader

Total satisfaction from the start.

Dec 12, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money

Pros: Intuitive, easy to use, respectful of the actual needs held by those buying the tool. It actually solves the problem I had, and it allows me to go places I wasn't sure I could when solving the vendor management problems with which I was struggling.

Vendor Response

by Shortlist on December 13, 2017

Thank you Sam!

Get shortlist

Apr 26, 2016
5/5
Overall
5 / 5
Ease of Use
5 / 5
Customer Support
5 / 5
Value for Money

Comments: ¿If only someone had come up with this idea sooner! Having personally worked on both sides of the table, it is always painful participating in an RFP process, despite how professional both parties are and how sophisticated the systems used (very rarely) are. From uploading documents, to communicating between parties, managing budgets and deadlines, I have never come across a solution as perfect as the shortlist! I highly recommend utilising this for all tenders (large and small). Life has never been so easy!¿

Pros: user friendly and great support

Cons: None that I can think of

The stuff Marketers' Dreams are made of....

May 13, 2016
5/5
Overall
5 / 5
Ease of Use
5 / 5
Customer Support
5 / 5
Value for Money

Comments: Shortlist has finally solved the age old issue of how you allow Marketers to focus on being creative and driving sales whilst providing both CMO's and CPO's confidence that the supply chain is as efficient as possible.

Pros: The team behind Shortlist.co clearly just get "it", from concept through execution to client services they have taken a very smart and considered approach

Cons: Like I said in the subject title, it's the stuff Marketers' dreams are made of. No cons!

Increased efficiency and visibility

Jan 30, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money

Comments: Shortlist makes it so simple to find the right partner for the right project, in a fraction of the time as before. Whenever I need someone, I can quickly search by skills, geography, etc., and can visually review past work, current ratings and even hourly rate, without ever leaving Shortlist.
I believe that when it comes to managing volumes of resources, spreadsheets are just not efficient enough. Lastly, Shortlist has an amazingly responsive & flexible support team who can be reached around the clock.

Great way to manage freelancers & Vendors

Apr 22, 2016
5/5
Overall
5 / 5
Ease of Use
5 / 5
Customer Support
5 / 5
Value for Money

Comments: Shortlist is a great way to manage all aspects of the freelance and vendor management process. From screening and on-boarding through to sending a project (and all the communication in between) and payment. It will save time on the administrating the sourcing process and make sure no good partners slip through the cracks.

Shortlist review

Apr 28, 2016
5/5
Overall

Comments: The perfect tool for managing your business - a centralised and customised platform to manage either vendors or freelancers, or both. I find that we need to be even more agile in our workplace and Shortlist allows you to manage this seamlessly.

Pros: * Automation to improve process * Customisation - unique to your business requirements * User friendly

Cons: * Can't think of any right now!

New and excellent way to manage vendors

Apr 19, 2016
4/5
Overall
5 / 5
Ease of Use
4 / 5
Customer Support
4 / 5
Value for Money

Comments: Just started to use Shortlist for vendor and freelance management at our agency and we already optimizing work flows (once we got the freelancers to commit to use it!).

Pros: Light & quick experience and to manage resourcing, invoicing / contracts.

Cons: New platform, hard to convince some freelancers to use it. (Though the linked in login helped a lot).

One of the best Freelance Management Systems out there!

Apr 19, 2016
5/5
Overall
5 / 5
Ease of Use
5 / 5
Customer Support
5 / 5
Value for Money

Comments: Shortlist.co is a very easy to use system for managing all my freelancers and external workforce. The functionality and features allow me to find, hire and manage freelancers, vendors and contractors much quicker and easier than before. It also allows me to track each worker¿s performance history, which is fantastic when comparing partners to rate and award. I can easily plan projects and manage my budgets within the platform which is incredibly useful. What I like most is that I am able do all of this within one hub. Highly recommend signing up to this platform if you work with freelancers and contractors!

Shortlist Software

Feb 17, 2017
5/5
Overall
5 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money

Comments: We have been Shortlist clients for about 6 months now and I have been impressed with the updates they have rolled out and the high quality customer service.

Vendor Response

by Shortlist on February 17, 2017

Great review

A cure for the mess of vendor and freelancer management

May 11, 2016
5/5
Overall

Comments: Shortlist is a great end-to-end solution to effectively source, on-board, manage and pay freelancers, contractors and vendor partners. Really smart automation that saves time and effort. Great design to consolidate what was once tedious, manual processes.

Pros: Automated on-boarding and performance management tools. Invoicing.

Cons: Have not found any at this time.

Manage your external partners with Flexibility

Apr 22, 2016
4/5
Overall
4 / 5
Ease of Use
5 / 5
Customer Support
5 / 5
Value for Money

Comments: I could use the platform for a while to manage personal design projects and it helped me save considerable time to find the relevant partners to work with within a few days

Pros: -Very nice and easy to use interface -Access to a large database of talents worldwide

Cons: -No Mobile version yet

great tool to manage your freelancers

Apr 23, 2016
5/5
Overall
5 / 5
Ease of Use
5 / 5
Customer Support
5 / 5
Value for Money

Comments: - easy to use - we added all our freelancers and contractors - supports japanese language - great tool for managing freelancers and vendors from a single place - much better visibility into the 3rd party spend - helpful insights