Shortlist

Shortlist

Freelancer Management System

4.6/5 (39 reviews)

Shortlist Overview

Shortlist is a beautiful, simple, easy to use contractor management software. We make it easy for companies to on-board, manage and pay their external workers.

Pricing

Starting from
US$50,00
Pricing options
Free Trial
Subscription
Value for money

Devices

Business size

S
M
L

Markets

Asia, Australia, Brazil, Canada, China and 5 others, Europe, Germany, India, Japan, Latin America

Supported Languages

English, Japanese

Shortlist Reviews

Overall rating
4.6/5
92% positive reviews
29
Excellent
7
Very good
2
Average
0
Poor
1
Terrible
Justine S.

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

Used Daily for 1-5 months
Reviewed on 2017/10/20
Review Source: Capterra

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.

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.

Response from Shortlist

Thanks Justine, really appreciate this!

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend

10.0/10
Loryn E.

The FMS of my dreams!

Used Daily for 6-12 months
Reviewed on 2018/08/03
Review Source: Capterra

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.

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.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend

10.0/10
Jessica R.

Vital Tool for Our Business

Used Daily for 6-12 months
Reviewed on 2018/08/21
Review Source: Capterra

Overall, our experience with Shortlist has been fantastic. Our business uses the tool a little differently and they have been accommodating to our needs. They are constantly improving their product and it is great to see those updates frequently. The customer service is top notch and everyone is warm and friendly. Most of my contractors are impressed with the system. They appreciate how easy it is to do business with us now that we have Shortlist.

Pros

I really like that this system allows me to keep everything in one place. I used to have information all over the place (emails, Adobe cloud, paper files, Sharepoint, word/excel files, etc). My team used to wait on me for information that they now have at the click of a button. It has streamlined my process so significantly and it costs less than hiring another person to help me.

Cons

One improvement that I would like to see is in the search function. I think it would be great if you could search certain key words in certain places of a profile. For example, in the resume, description or internal notes. It would also be nice to see the keywords highlighted so that it is obvious where in the profile it is located. Being able to preview a document without having to download would be beneficial for my team.

Response from Shortlist

Thanks Jessica! These are some great suggestions for improvement. Let's cover on our next Customer Success check in call.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend

10.0/10
Verified Reviewer

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

Used Daily for 1+ year
Reviewed on 2017/10/28
Review Source: Capterra

-Effective process techniques for recruiting, onboarding, growing, and managing our network of partners
-Enables our business to scale

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 <24hrs of us sending the invitation (Indicates this process doesn't take too much of their time and is easy to work through)

Cons

Not much to note here, but I'll get into the weeds so I can provide constructive feedback: The process for adding a partner to multiple groups can take a little more time than I would like. Besides that, setting up a partner profile takes a minimal amount of my time, which I value.

Response from Shortlist

Thank you for your review!

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend

10.0/10
Nate B.

Shortlist is great and getting better!

Used Daily for 6-12 months
Reviewed on 2018/08/15
Review Source: Capterra

Customer support and the rest of team at Shortlist have been great to work with. They have followed through constantly to make sure the system is working for us and are quick to turn around any requests or answer any questions. Great customer experience!

Pros

Shortlist is user-friendly and has a lot of nice features that help me better manage my team of freelancers. I like that freelancers can set up their own profiles and set their availability, so I know at a moment's glance who will be best for a particular project.

Cons

Shortlist does have limited reporting and project-tracking features. I believe the team is constantly heading feedback and working to add new features though, which is reassuring.

Response from Shortlist

Hi Nate,

Thanks a lot a lot for your review! We recently launched a very extensive reporting module, We will make sure to reach out to you shortly to demonstrate this to make sure it matches your needs.

Thanks again,
Martin

Rating breakdown

Ease of Use
Customer Support

Likelihood to recommend

9.0/10

Shortlist Pricing

Starting from
US$50,00
Pricing options
Free Trial
Subscription
Value for money

Free plan and paid plans starting at $49.99 per user / per month, plus implementation fee.

Shortlist Features

  • API
  • Activity Tracking
  • Audit Trail
  • Automatic Notifications
  • Customizable Reporting
  • Document Storage
  • Invoice Management
  • Real Time Data

  • Activity Dashboard
  • Auditing
  • Compliance Management
  • Custom Fields
  • Data Import/Export
  • Inventory Management
  • Inventory Tracking
  • Monitoring
  • Real Time Reporting
  • Reporting & Statistics
  • Third Party Integration
  • Workflow Management

Additional information for Shortlist

Key features of Shortlist

  • Contractor Sourcing & ATS
  • Global Payments Processing
  • Invoice Management
  • Profile Management
  • SOW & Bid Management
  • Task Management
  • Time tracking
  • Time tracking
  • Vendor & Contractor On-boarding
  • Vendor & Freelancers Management

Benefits

- Hire and onbooard your contractors in minutes not days
- Highly flexible onboarding workflow tailored to your hiring policies
- Reduce your workforce compliance risk
- Reduce your hiring spend
- Gain operational efficiences by managing tasks and requests in one place
- Customizable reports
- Payment processing and Tax forms managementt

Shortlist FAQs

Below are some frequently asked questions for Shortlist.

Q. What type of pricing plans does Shortlist offer?

Shortlist offers the following pricing plans:

Starting from: US$50,00

Pricing model: Subscription

Free Trial: Available

Free plan and paid plans starting at $49.99 per user / per month, plus implementation fee.

Q. What are the main features of Shortlist?

Shortlist offers the following features:

  • Contractor Sourcing & ATS
  • Global Payments Processing
  • Invoice Management
  • Profile Management
  • SOW & Bid Management
  • Task Management
  • Time tracking
  • Time tracking
  • Vendor & Contractor On-boarding
  • Vendor & Freelancers Management

Q. Who are the typical users of Shortlist?

Shortlist has the following typical customers:

Large Enterprises, Mid Size Business, Small Business

Q. What languages does Shortlist support?

Shortlist supports the following languages:

English, Japanese

Q. What type of pricing plans does Shortlist offer?

Shortlist has the following pricing plans:

Subscription

Q. Does Shortlist support mobile devices?

We do not have any information about what devices Shortlist supports

Q. What other apps does Shortlist integrate with?

Shortlist integrates with the following applications:

Dropbox, Google Drive, JIRA Software, Slack, Yammer, Zapier

Q. What level of support does Shortlist offer?

Shortlist offers the following support options:

FAQs, Knowledge Base, Online Support, Phone Support