Great customer service, but needs some major adds The team is extremely responsive to functionality add-on requests, which is incredible and very promising. So far, the program works well for our basic needs, but reporting is really lacking. However, if you're looking for a basic organization tool for freelance teams, this is a good option.

so far it's great! -

Good platform, but needs easier customization and more dynamic completion My experience with shortlist thus far has been decent. It's a good system overall, but support can sometimes be slow and the platform frequently buggy. Overall it works for my needs, but there are a lot of extra steps needed to complete many tasks. I have no doubt that it will continue to expand and improve to fit my needs, but as of right now I'm a bit underwhelmed based upon the product I was initially promised. PROS: - System is based off a monthly flat fee, not a contractor fee. - Layout and profile page is very clean and allows contractors to input lots of custom data - Implementation process is guided by a shortlist employee over multiple calls and web-sessions - Salespeople will take a lot of time to make sure they understand your needs - Custom onboarding processes allow customization of the documents you need from contractors (but custom forms/docs can't be edited without shortlist support). CONS: - Support can be slow to respond and ultimately unhelpful ("sorry, I couldn't figure out a way to do that") on fairly basic features. Additionally, more than a month in I'm still working to get customization on e-mails that I was promised in the initial sales calls, and still trying to fix a bug that doesn't allow contractors to submit proposals for assignments (one of the big selling points of the platform). - Contractor profiles can get stuck in the onboarding process with no way to clear them. Only solution is to delete account and send them another invite. - No easy way to pull dynamic data from contractor profile to forms, i.e. addresses, names, dates that a master contract/w9 was signed, etc. - Just overall some odd UX choices, that ultimately lead to confusion from contractors. Hard to pinpoint exactly what they are. - A lot of the (simple) customizations require you to contact the shortlist team, as there is no way to change them yourself. As a whole, it works. I work with hundreds of contractors on events all over the country, and my needs are very specific, so I understand that I'm going to be a hard customer to please. However, from my initial calls with the salesperson, Shortlist was billed as a perfect solution for my needs, and every one of those had a solution within the platform. In reality, many of those solutions are far from elegant, and require a lot of copying and pasting from other sources to complete a process that should be much more automated. I would be much understanding about the limitations of the system if the support team was more timely and helpful. Ultimately, I've been waiting almost a month for my company logo to be processed into the e-mails that are being sent to contractors, instead of the shortlist logo. Things like this are ultimately the big issue I have with this system, as most of the customizations require you to contact your support contact, which then leaves you sitting on your hands until they have the time to implement the changes. I do hope that the product continues to improve, but right now it seems like it is ultimately short on the engineering power that it really needs to flourish. My advice to the team is to make a lot of the platform more customizable by the customer. Doing so will allow you to offload a lot of that work from your support team and will free them to identify bugs and potential other improvements in the system.

So very pleased... I would say my experience with Shortlist has been nothing short of wonderful. It really streamlines the process for everyone involved; from the billing department to the consultants and analysts that use it. It is really beautiful simplicity. My POC is always responsive and open to new ideas or suggestions we have. It's impossible to tailor something to fit the exact needs of everyone but I feel as though they put in the effort to get as close as possible. Overall, I would absolutely recommend Shortlist to anyone looking for a new platform or really just a breath of fresh air.

Great customer service -