---
title: "Portfolio Manager Software Pricing, Alternatives & More 2026 | Capterra"
description: "With the help of Capterra, learn about Portfolio Manager Software - reviews, pricing plans, popular comparisons to other Project Management products and more."
source_url: "https://www.capterra.com/p/82678/LiquidPlanner/"
page_type: "product"
language: "en"
---

# 

 Portfolio Manager Software Review 2026: Features, Integrations, Pros & Cons

Last updated on September 17, 2026

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

[Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[FAQs](#faqs)[Pros and Cons](#pros-cons)[Features](#features)[Pricing](#pricing)[Integrations](#integrations)[Support](#support)[Reviews](#reviews)

Portfolio Manager

## What is Portfolio Manager?

LiquidPlanner is a Project Management solution powered by a predictive scheduling engine designed to help teams forecast accurate project timelines, optimize the allocation of people across the portfolio and rapidly adapt to change. Use predictive scheduling to do scenario modeling, spot capacity bottlenecks and risk in real-time, and ensure teams are executing on the most important work. Plan work, predict the future, and perform beyond expectations with LiquidPlanner.

## What is Portfolio Manager used for?

[Project Management](https://www.capterra.com/project-management-software/)[Project Planning](https://www.capterra.com/project-planning-software/)[Workflow Management](https://www.capterra.com/workflow-management-software/)

Recognitions

Shortlist

Best ease of use

Best value for money

Top alternative

Featured

Overall rating

Based on 670 user reviews

Reviews sentiment

Positive

89%

Neutral

10%

Negative

2%

Pros & cons

Comprehensive project management features

Centralized team collaboration tools

Cumbersome navigation and filtering

High cost and rigid pricing

Starting price

$15

Per User, Per Month

Free trial  
available

Free version not included

Capterra Shortlist charts the highest-rated and most popular products...

-   Resource Management / 2026

Our "Best of" badge program showcases products with the highest ratings...

-   Product Management / 2026
-   Project Management / 2026
-   Project Planning / 2026
-   Project Portfolio Management / 2026
-   Project Tracking / 2026
-   Remote Monitoring and Management / 2026
-   Remote Work / 2026
-   Resource Management / 2026
-   Strategic Planning / 2026
-   Workflow Management / 2026

Our "Best of" badge program showcases products with the highest ratings...

-   Project Management / 2025
-   Project Planning / 2025
-   Project Tracking / 2025
-   Remote Monitoring and Management / 2025
-   Remote Work / 2025
-   Workflow Management / 2025

## 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.

### Portfolio Manager

4.3 (670)

VS.

[4.4 (3,039)](https://www.capterra.com/p/76113/Wrike/reviews/)

Starting Price

$15

Per User, Per Month

Starting Price

$10

Per User, Per Month

Free Trial

Free Version

Pricing Options

Free Trial

Free Version

Ease Of Use

4.0 (657)

Ease Of Use

4.2 (2,816)

Value For Money

4.0 (371)

Value For Money

4.2 (2,035)

Customer Service

4.4 (490)

Customer Service

4.3 (1,663)

## Portfolio Manager alternatives

[4.6 (6,112)](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

94%

of reviewers

rated it above 4 stars

[4.5 (3,548)](https://www.capterra.com/p/79104/Smartsheet/reviews/)

Starting price

$9.00

Per User, Per Month

Pricing Options

Free Trial

Free Version

User Rating

92%

of reviewers

rated it above 4 stars

Highest Rated

[Notion](https://www.capterra.com/p/186596/Notion/)

[4.7 (2,816)](https://www.capterra.com/p/186596/Notion/reviews/)

Starting price

$12.00

Per User, Per Month

Pricing Options

Free Trial

Free Version

User Rating

97%

of reviewers

rated it above 4 stars

[Learn More](https://www.capterra.com/p/186596/Notion/)

[Asana](https://www.capterra.com/p/184581/Asana-PM/)

[4.5 (13,689)](https://www.capterra.com/p/184581/Asana-PM/reviews/)

Starting price

$10.99

Per User, Per Month

Pricing Options

Free Trial

Free Version

User Rating

92%

of reviewers

rated it above 4 stars

[Learn More](https://www.capterra.com/p/184581/Asana-PM/)

[View all alternatives](https://www.capterra.com/p/82678/LiquidPlanner/alternatives/)

## FAQs about Portfolio Manager

Overview

### What problems does Portfolio Manager solve?

Portfolio Manager solves scattered project tracking, shifting priorities, inaccurate deadline forecasting, and manual time and status updates by centralizing tasks, resources, comments, files, and real-time schedules. Project managers, consultants, product teams, agencies, and cross-functional leaders use it to balance capacity, monitor progress across concurrent projects, and keep stakeholders informed.

Answer based on 327 reviews

Overview

### Which roles and teams benefit most from Portfolio Manager?

Portfolio Manager is most used by project managers, coordinators, and program leaders who need to plan timelines, track deliverables, and manage resources across initiatives. Executives and founders use it for portfolio visibility and decision-making, while product, engineering, and account teams rely on it to coordinate client work, development priorities, and cross-functional execution.

Answer based on 588 reviews

Overview

### What company size and industries is Portfolio Manager built for?

Portfolio Manager serves small businesses most often, with 72% of reviewers, and is used most in Marketing and Advertising at 13%. It is aimed at project managers, IT departments, engineering teams, and consulting firms, with additional use across Computer Software at 10% and Information Technology and Services at 8%.

Answer based on 670 reviews

Features and Usability

### What are the key features of Portfolio Manager?

Portfolio Manager includes core project and task management features like task assignment, project tracking, scheduling, and Gantt/timeline views. Differentiating capabilities include resource allocation and capacity management, time tracking with effort estimates, workflow customization, and role-based access controls, plus dashboards and filters for real-time visibility across multiple projects.

Answer based on 369 reviews

Pricing

### How much does it cost and what fees or limitations are included?

Portfolio Manager starts at $15/user/month for the Essentials plan, with Professional at 28 and Ultimate at 42; a free trial is available. Essentials caps usage at 50 projects, Professional at 500, while Ultimate removes project limits. Reviewers often call it expensive, especially for small teams, though some say regular use justifies the cost.

Answer based on 70 reviews

Integrations

### Which third-party tools and platforms does Portfolio Manager integrate with?

Portfolio Manager integrates with Slack, Zapier, Jira, Harvest, and UiPath. Reviewer mentions center on Slack for task and project notifications, Zapier and UiPath for workflow automation, and Harvest for financial tracking. Official catalog data also lists Jira, covering project and development tool connections.

Answer based on 55 reviews

Getting Started and Support

### How easy is it to onboard and train a team on Portfolio Manager?

Portfolio Manager offers in-person training, live online sessions, webinars, videos, and documentation. Basic task entry and day-to-day use are often picked up quickly by team members, but admins, project leads, and nontechnical users usually need more time to learn setup, reporting, and the platform’s deeper workflows.

Answer based on 88 reviews

Getting Started and Support

### What customer support options does Portfolio Manager offer, and how do users rate the experience?

Portfolio Manager offers email/help desk, FAQ/forum, a knowledge base, phone support, and chat. Users often describe support as quick, clear, and helpful, with strong onboarding and training materials. Some report slower email replies, occasional gaps in product knowledge, and frustration when complex setup or feature limitations require extra follow-up.

Answer based on 92 reviews

Security

### How does Portfolio Manager handle data security and access control?

Portfolio Manager uses cloud-based, web access so teams can log in from anywhere, centralize project data off site, and share live updates across offices and remote staff. It supports adding members, virtual users, portals, and multiple permission levels, though some reviewers say role configuration and external portal access are limited.

Answer based on 77 reviews

## Pros and Cons

Comprehensive project management features

93% positive reviews out of 146

Most reviewers describe project tracking as robust, enabling efficient task management, deadline monitoring, and real-time progress updates.

Adewale O.

Sales Funnel and Marketing Automation Expert, 2 - 10 employees.

"I like how it makes it super easy to plan, track and manage projects and tasks automatically."

Cumbersome navigation and filtering

53% negative reviews out of 53

Some reviewers find view and filter options unintuitive, making it difficult to locate information or customize project displays.

Centralized team collaboration tools

92% positive reviews out of 26

Most users report team communication benefits from organized conversations, shared updates, and accessible project-related discussions.

High cost and rigid pricing

65% negative reviews out of 48

Most users comment pricing is expensive, especially for small teams, with inflexible seat minimums and annual commitments.

Extensive training and tutorials

91% positive reviews out of 22

Most reviewers appreciate tutorial-based training, highlighting helpful guides, videos, and documentation for onboarding and learning.

Limited access and integration options

49% negative reviews out of 43

Some users say security and access control lacks flexibility, with restricted offline access and insufficient integration capabilities.

Solomon O.

Production of Wiring Harness, 201 - 500 employees.

"I slightly dislike that LiquidPlanner lack offline access unlike alternatives such as Daptiv."

## Features

AI summary

Based on 29,194 Project Management reviews

Capterra data shows that buyers of project management software rank the following features as their top priorities:

-   **Deadline Management** (**59%** of reviewers rated this feature as critical)
-   **Project Time Tracking** (**62%**)
-   **Project Time Tracking** (**62%**)

Portfolio Manager supports all three of the features reviewers rate most highly: **Deadline Management**, **Project Time Tracking**, and **Project Time Tracking**. Together, these capabilities help businesses keep projects on schedule, monitor time spent across tasks and initiatives, and improve planning and accountability, allowing teams to manage deadlines more effectively and make better use of their time.

Deadline Management

5.0 (1)

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

Specify or track the date/time a project, task, etc., is due for completion

Project Time Tracking

4.8 (6)

100.00% of 6 reviewers that rated this feature as important or highly important

Measure time to completion or hours worked for projects

Assignment Management

5.0 (1)

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

Assign issues and tasks based on availability or required skills

Task Management

4.4 (38)

86.84% of 38 reviewers that rated this feature as important or highly important

Create, manage and track all task activities and progression

Project Planning/Scheduling

4.7 (25)

80.00% of 25 reviewers that rated this feature as important or highly important

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

Collaboration Tools

4.5 (22)

81.82% of 22 reviewers that rated this feature as important or highly important

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

Portfolio Manager 90 features

### All Features
- "What If" Scenarios: Method used in decision-making that allows businesses to input variables to forecast potential outcomes or possibilities
- Access Controls/Permissions: Define levels of authorization for access to specific files or systems
- Activity Dashboard: Dashboard to view the status of ongoing processes, identify current incidents and track past activities
- Activity Tracking: Track and document all activities across devices, networks, and other systems
- Agile Methodologies: Iterative project Management approach that involves technologies such as Kanban, Scrum, XP, APF, XPM and more
- Alerts/Notifications: Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges
- Assignment Management: Assign issues and tasks based on availability or required skills
- Audit Trail: A record of all activities within the system, including user access, changes made, etc.
- Budgeting/Forecasting: Create budgets based on historical data and future projections
- Business Process Automation: Helps automate and manage information, tasks, and procedures by establishing routines and patterns associated with processes
- Calendar Management: Track and manage schedules and meetings via an integrated calendar
- Capacity Management: Monitor service demand and performance to plan for adequate resources that meet business needs
- Change Management: Track and monitor efficient handling of all changes/transitions
- Collaboration Tools: Provides a channel for team members to share AI models, media files, communicate, and work together
- Commenting/Notes: Leave comments and notes on documents for others to view
- Communication Management: Manage and track all internal and external communication conducted via calls, email, text, or chat
- Configurable Workflow: Configure existing workflows to meet your organization's needs
- Customizable Dashboard: Alter the layout and content of dashboards
- Customizable Fields: Customize data fields to support various needs and use cases
- Customizable Reports: Alter the layout and content of reports
- Customizable Templates: Pre-designed layouts that can be customized to match preferences and requirements
- Dashboard: Assembly of graphs and charts for visualizing and tracking statistics/metrics
- Dashboard Creation: Creation and customization of dashboards
- Data Import/Export: Import and export data to and from software applications
- Data Visualization: Graphical representation of data
- Deadline Management: Specify or track the date/time a project, task, etc., is due for completion
- Drag & Drop: Assemble applications and processes by dragging over and arranging pre-built components
- Due Date Tracking: Ability to identify, sort on and alert participating parties about the approaching date by which action has to be taken
- Employee Activity Monitoring: Monitor and track what your employees are doing
- File Sharing: Public or private sharing of digital files such as documents, audio/video, images, and more
- Forecasting: Form predictions based on past and present data/trends
- Gantt/Timeline View: Visual representation of project's schedule, sequence and duration of tasks, benchmarks and dependencies
- Issue Management: Identify and respond to unexpected problems or failures (ie. "negative events")
- Issue Tracking: Record and follow the progress of every issue
- Kanban Board: Visualization tool to organize and optimize tasks and track their status at every stage of workflow
- Modeling & Simulation: Using physical, mathematical, or logical models as a basis for simulations to generate data for managerial or technical decision-making
- Monitoring: Observe and track the demand, usage, progress or quality of a system, product, or user
- Multiple Projects: Ability to handle several projects simultaneously
- Percent-Complete Tracking: Level of completion within a task
- Performance Metrics: A set of indicators that tracks the performance of networks, applications, systems, teams, etc.
- Portfolio Management: Overview of all programs that help compare initiatives, align projects with strategic goals and identify risk
- Prioritization: Arrange tasks based on the level of priority or urgency
- Product Lifecycle Management: Manage and track all stages of a product lifecycle, from its conception, design, development, and deployment
- Product Roadmapping: Identifying desired outcomes and important milestones and creating a plan on how to achieve them
- Progress Reports: Document and report the progress of ongoing projects
- Progress Tracking: Reporting on how each user, task or process has advanced since its initiation
- Project Management: Plan and coordinate all the resources, costs and time needed to execute assignments
- Project Planning: Organize and schedule projects
- Project Planning/Scheduling: Defining the project's scope, deliverables, schedules, resources, budget, critical path, dependencies and constraints
- Project Templates: Pre-designed project plans that can be customized
- Project Time Tracking: Measure time to completion or hours worked for projects
- Project Tracking: Monitor the progress of projects from start to finish
- Project Workflow: Create, manage, or update project workflows.
- Projections: Estimate or forecast of a future scenario based on the study of present trends
- Real-time Alerts: Receive notification of issues as soon as they occur
- Real-Time Data: Receive data and information in real time
- Real-Time Notifications: Notifications that are delivered to users as soon as an event occurs
- Real-Time Reporting: Active reporting of data and metrics
- Real-Time Updates: Receive system updates as soon as any changes are made
- Release Planning: A timeline for taking a project live that outlines what features should be operational at the go-live date
- Reminders: Timed notification for any upcoming task, deadline, appointment, or activity
- Remote Support: Provide support to your customers and employees remotely over a shared network
- Reporting & Statistics: Collection, analysis, and representation of numerical data and generation of reports to understand various patterns
- Reporting/Analytics: View and track pertinent metrics to find patterns and gain insights from data
- Reporting/Project Tracking: Track task progress, milestones, delays, or other key information and generate reports on them for evaluation
- Resource Allocation & Planning: Assign available resources (human and/or non-human) to various projects and tasks
- Resource Management: Process of planning, scheduling and executing the optimal and effective use of human capital across projects
- Resource Scheduling: Allocate and manage resources, such as employees, equipment, facilities, and other assets
- Risk Management: Process of identifying, evaluating, mitigating, addressing and reporting on potential risks or uncertainties
- Role-Based Permissions: Set & manage permission levels based on user roles and restrict access to only authorized individuals
- Scenario Planning: Develop potential scenarios to identify risks and opportunities
- Search/Filter: Search and filter data across systems to locate required information by entering keywords or certain criteria
- Single Sign On: Allow users to access multiple services after entering their login credentials once
- Status Tracking: Track the status over time for a request, process, asset, or transaction
- Task Management: Create, manage and track all task activities and progression
- Task Progress Tracking: Track the status and progress of tasks
- Task Scheduling: Track and manage the scheduling of tasks
- Team Management: Organizing a group of people to accomplish a task
- Template Management: Create, save, and re-purpose templates for emails, forms, etc.
- Testing/QA Management: Checking for errors to prevent quality issues and maintain the integrity of the product/service as per set standards
- Third-Party Integrations: Set up connections to third-party platforms to improve business processes
- Time & Expense Tracking: Log and record hours worked and costs spent to assist in billing and invoicing
- Timesheet Management: Track the amount of time spent on a job or task
- To-Do List: A digital list of items that need to be completed
- Traditional Methodologies: Sequential approach (i.e. Waterfall) in which users break down and plan an entire project before the launch
- Utilization Reporting: Track the frequency of asset usage
- Visual Analytics: Interact with data visualization elements, such as charts and graphs, to drill down into data
- Visualization: Graphical representation of data or processes
- Workflow Configuration: Alter the default workflow to meet your organization's needs
- Workflow Management: Create, design and manage workflows for repetitive tasks

---

Get Advice

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

Features

4.1 (540)

4.1

Based on 540 reviews

## Pricing

Value for money

4.0 (371)

Free Trial

[View pricing plan details](https://www.capterra.com/p/82678/LiquidPlanner/pricing/)

Essentials

$15.00

Per User,Per Month

It includes:

-   5000 Max Tasks
-   Personal Work Views
-   Alerts & Insights
-   Automatic Resource Leveling
-   Availability Management
-   Board Views
-   Built-in Learning Academy
-   Change Tracking
-   Custom Filing and Task Status
-   Dependencies
-   Grid Views
-   Integrated Time Tracking
-   Modeling Resources
-   Portfolio Views
-   Portfolio-Wide Search
-   Predictive Scheduling
-   Priority-Based Planning
-   Project and Member Workload Views
-   Project Dashboards
-   Project Views
-   Ranged Estimation
-   Schedule Insights
-   Slack Integration
-   Smart Schedule Bars
-   Smart Widgets for Dashboards
-   Target Start & Finish (Deadlines)
-   Task Export and Import
-   Task Management
-   Unlimited Placeholders

Professional

$28.00

Per User,Per Month

It includes:

-   50000 Max Tasks
-   Alerts & Insights
-   Automatic Resource Leveling
-   Availability Management
-   Board Views
-   Built-in Learning Academy
-   Change Tracking
-   Custom Filing and Task Status
-   Customization
-   Dependencies
-   Grid Views
-   Integrated Time Tracking
-   Modeling Resources
-   Personal Work Views
-   Portfolio Views
-   Portfolio-Wide Search
-   Predictive Scheduling
-   Priority-Based Planning
-   Project and Member Workload Views
-   Project Dashboards
-   Project Views
-   Ranged Estimation
-   Rate Sheets
-   Schedule Insights
-   Slack Integration
-   Smart Schedule Bars
-   Smart Widgets for Dashboards
-   Target Start & Finish (Deadlines)
-   Task Export and Import
-   Task Management
-   Unlimited Placeholders

Ultimate

$42.00

Per User,Per Month

It includes:

-   Unlimited Max Tasks
-   Alerts & Insights
-   Automatic Resource Leveling
-   Availability Management
-   Board Views
-   Built-in Learning Academy
-   Change Tracking
-   Custom Filing and Task Status
-   Customization
-   Dependencies
-   Grid Views
-   Integrated Time Tracking
-   Modeling Resources
-   Personal Work Views
-   Portfolio Views
-   Portfolio-Wide Search
-   Predictive Scheduling
-   Priority-Based Planning
-   Project and Member Workload Views
-   Project Dashboards
-   Project Views
-   Ranged Estimation
-   Rate Sheets
-   Schedule Insights
-   Slack Integration
-   Smart Schedule Bars
-   Smart Widgets for Dashboards
-   Target Start & Finish (Deadlines)
-   Task Export and Import
-   Task Management
-   Unlimited Placeholders
-   Unlimited Workspaces
-   Single Sign-On

Value for money

4.0 (371)

4.0

Based on 371 reviews

## Integrations

[

Slack](https://www.capterra.com/p/135003/Slack/)[

Jira](https://www.capterra.com/p/19319/JIRA/)

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

4.4 (490)

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

4.4 (490)

4.4

Based on 490 reviews

## User reviews

Overall rating

4.3

Based on 670 reviews

Filter by rating

5(303)

4(290)

3(65)

2(7)

1(5)

Mentioned topic

Sorted by most recent

Melissa R.

Real estate coordinator

Real Estate

### "Streamlined Task Tracking and Great User Interface"

4.0

Overall Rating

4.0

4.0

Ease of Use

3.0

3.0

Features

3.0

3.0

Customer Service

4.0

4.0

Likelihood to Recommend

3/10

August 17, 2026

It is a reliable platform for managing tasks across a small team. The layout keeps our deadlines in view and simplifies cross-team collaboration.

Pros

The clean user interface makes tracking project progression incredibly straightforward. The project and task management features help keep team collaboration organized and transparent.

Cons

The initial setup and learning curve take a bit of time. It would also be helpful to see more automated reporting features to save manual entry time.

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.

MS

Mikaela S.

Assistant Manager

Consumer Goods

### "Portfolio Manager is great! "

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

March 30, 2026

Portfolio Manager is a super handy platform to have. I love using this platform and would recommend to others!

Pros

Portfolio Manager is great and efficient! Keeps everything organized and easy to access! I enjoy using it.

Cons

I have no complaints when it comes to Portfolio Manager. It’s been a great platform to use and I haven’t had any issues.

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.

JW

Josh W.

Project Management

Graphic Design

### "Efficient and Insightful Investment Management Tool"

4.0

Overall Rating

4.0

4.0

Ease of Use

3.0

3.0

Features

4.0

4.0

Customer Service

4.0

4.0

Likelihood to Recommend

7/10

January 5, 2026

Overall, my experience with a portfolio manager has been positive. It simplifies tracking and managing investments, helps make informed financial decisions, and provides a clear overview of performance, even though it can be a bit complex for newcomers and occasionally limited in real-time features.

Pros

What I liked most about the portfolio manager is how it gives a clear, consolidated view of investments in one place. It makes tracking performance, balancing risk, and making informed decisions easier by presenting data in an organised and easy-to-understand way.

Cons

Some drawbacks of a portfolio manager are that it can feel complex or overwhelming for beginners, may rely heavily on accurate data inputs, and sometimes lacks real-time updates or advanced customisation unless you’re using a premium version.

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.

JK

Jackline K.

Agribusiness Coordinator

Farming

### "Direct to high project clarity with Portfolio Manager"

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

September 11, 2025

I find great benefit in using Portfolio Manager as it gives me flexibility in assigning activities and it holds everyone accountable for making updates so I spend less time managing multiple projects.

Pros

The tagging feature work easy when I am tagging colleagues to tasks where their intervention is needed.

Cons

Some dashboard sections were a build it myself model, but this isn’t mostly a negative as it created a consistent experience.

Switched from

[Planview AdaptiveWork](https://www.capterra.com/p/75768/Clarizen/)

Executive reporting and user-friendliness of Portfolio Manager.

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.

KK

Kelvin K.

Web Developer

Design

### "K.Kaganjo 5+ Years LiquidPlanner Experience"

4.0

Overall Rating

4.0

4.0

Ease of Use

5.0

5.0

Features

4.0

4.0

Customer Service

5.0

5.0

Likelihood to Recommend

9/10

March 9, 2025

Pros

LiquidPlanner streamlines project and task management procedures by automating workflow which improves productivity and in turn leads to high ROI.

Cons

Unfortunately, LiquidPlanner highly depends on the internet connection due to lack of offline access.

Switched from

[Asana](https://www.capterra.com/p/184581/Asana-PM/)

[Smartsheet](https://www.capterra.com/p/79104/Smartsheet/)

LiquidPlanner is not complicated to use unlike most alternatives.

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.

SU

Saad U.

Strategy Analyst

Management Consulting

### "My Great Journey with LiquidPlanner"

4.0

Overall Rating

4.0

4.0

Ease of Use

5.0

5.0

Features

4.0

4.0

Customer Service

5.0

5.0

Likelihood to Recommend

9/10

March 2, 2025

Time and expense tracking. Team collaboration. Resource management.

Pros

LiquidPlanner allows me to automate project and task management processes which saves time leading to high productivity.

Cons

Unfortunately, LiquidPlanner does not have advanced features unlike other alternatives.

Switched from

[Hive](https://www.capterra.com/p/150991/Hive/)

LiquidPlanner is way too easy to use than Hive.

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.

Juan D.

Manpower affairs Support team

Staffing and Recruiting

### "LIQUIDPLANNER is the perfect tool for a realistic time lines for Plan projects, very dynamic and within budget!"

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

January 16, 2025

Our experienced with Liquid Planner is so overwhelming and thrilling! And We are still excited to discover more of its functionalities that challenges our expectations by providing excellent insight and results, progress and updates available.

Pros

How and what we liked about Liquid Planner is that it is made as SaaS (Software-as-a-Service) platform which definitely satisfied our expectations providing us asn AI Algorithm that is so predictive ans secure analysis of data with high standards and an interface so affluent to new design and tools.

Cons

The lack of transparency challenged our expectations so far, it is validated as well performing tool.

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.

OO

Oyekanmi O.

Asset Manager

Machinery

### "My Experience with LiquidPlanner"

4.0

Overall Rating

4.0

4.0

Ease of Use

5.0

5.0

Features

5.0

5.0

Customer Service

5.0

5.0

Likelihood to Recommend

9/10

January 16, 2025

Pros

LiquidPlanner enables me to save time by automating workflow such as project and task management.

Cons

Ever since I started using LiquidPlanner, I have never experienced any flaw apart from lack of robust PPM features unlike alternatives such as Teamwork.com.

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.

SO

Solomon O.

Production of Wiring Harness

Automotive

### "Sophisticated Tool for PPM: LiquidPlanner"

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

9/10

December 16, 2024

Pros

LiquidPlanner allocates a wide range of features in one single integrated repository such as TM, PM and RMM.

Cons

I slightly dislike that LiquidPlanner lack offline access unlike alternatives such as Daptiv.

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.

AO

Adewale O.

Sales Funnel and Marketing Automation Expert

Internet

### "My Expertise with LiquidPlanner"

4.0

Overall Rating

4.0

4.0

Ease of Use

5.0

5.0

Features

4.0

4.0

Customer Service

5.0

5.0

Likelihood to Recommend

9/10

December 10, 2024

Pros

I occasionally use LiquidPlanner in my current organization. I like how it makes it super easy to plan, track and manage projects and tasks automatically.

Cons

Apart from lack of offline access, I do not have any other issue attached to LiquidPlanner.

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.

[View all Reviews](https://www.capterra.com/p/82678/LiquidPlanner/reviews/)

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