Top 11 LiquidPlanner Alternatives: Competitors & Software Features

Interested in upgrading your current project management tool? Welcome to our list of the best LiquidPlanner alternatives on the market.

LiquidPlanner is an agency management software that helps managers handle their project teams with resource forecasting, workload balancing, and effective prioritization. Although there are many things that LiquidPlanner does right, it might not be the best solution for every agency – in particular, those that are interested in advanced financial management.

Whatever it is that you’re looking for, in our list we’ll present you with some top project management platforms that target different essential features for agencies. But first, let’s start with a short overview of LiquidPlanner: what are its best features, and what are some of its downsides?

LiquidPlanner has a 4+ star rating on G2 and Capterra with 500+ reviews on each site. Although reviewers generally enjoy the tool, some of the main mentioned downsides are the following:

Even though LiquidPlanner has its downsides, users report certain benefits. The best part of LiquidPlanner is the dynamic resource planning, which adapts to mid-project changes and lets managers balance their team’s workloads.

Learn more about resource planning tools: 12 Best Resource Management Software Solutions

Additionally, users mention enjoying the project templates that let them easily set up subsequent projects, making the tool suitable for coordinating recurring or retainer projects.

The best LiquidPlanner alternatives can cover the parts that the tool does well while addressing some of its downsides mentioned above. Without further ado, here’s our list of the most popular tools to consider instead of LiquidPlanner:

Productive is an all-in-one agency management tool that helps you achieve efficient agency operations. One of the best things about a comprehensive tool is that you can save both your time and money by cutting down on the number of software you need to use daily:

Productive takes the best parts of LiquidPlanner, such as adaptive resource planning, and combines it with advanced budgeting and financial forecasting. With Productive, you can have insights into your key agency metrics, such as real utilization and agency profit margins. All of this is integrated with a lightweight CRM system, project and task management, and collaborative documentation.

Now, let’s explore what Productive can do for your agency in more detail.

A LiquidPlanner Capterra review states the following:

With Productive’s Budgeting feature, you can get full control of your project budgets. Input your model, whether it’s fixed-price, hourly, or mixed, and associate services that you will be delivering as part of the project. Your team members will be tracking their hours directly against these services, which lets you set up warnings for percentages of billable time used. This helps you monitor your budget more closely, and ensure that you’re on track with how much work has been done vs. how much budget you have left to burn. You can also add your external expenses if you’re focused on selling services and products, rather than time tracking.

See also: Top 7 Project Budget Management Tools

Another powerful tool by Productive that’s closely linked to project budgets is the Resource Planning feature. Book and manage your human resources while taking into account different types of leave and paid days off, as well as future hiring potential with placeholders. The bookings are flexible, so you can book total hours, hours per day, or percentage of available working hours to fill up your resource plan.

Good resource planning also enables efficient project portfolio management. With Productive, you can view your bookings by people or projects, as well as create tailored filters. This simplifies the tracking and prioritization of a portfolio of projects within an agency.

See also: 12 Best Resource Management Software Solutions

According to data by SoDa, under 50% of agencies worldwide track their key agency metrics, such as forecasted and realized revenue and project gross margin. In comparison with LiquidPlanner, Productive can help you get insights into the above with financial forecasting. By scheduling your resources, you can forecast your budget and see whether you’ll end up in the green or the red. Then, by switching to the profitability view, you can see the same thing, but with your actual profit margin included.

Making any changes in your resource plan will affect these overviews, letting you make informed decisions and improving client transparency and communication.

Finally, Productive’s Budgeting also enables a streamlined way to create and send invoices directly from the platform. Productive’s Billing pulls your budget information to let you:

All of this helps you simplify your administrative work, as well as eliminate the potential for human error.

See also: Top 10 Project Accounting Software Solutions

Productive’s Reporting gives project managers a library of over 50 agency-focused reports that are populated by all your platform activities, including time tracking, leave management, resource planning, budgeting, billing, and more. With custom fields, you can create your own classifications and get personalized reports.

Additionally, you can set up reporting dashboards so your teammates can track certain metrics in real time. You can also create an automatic reporting sequence and get key project reports in your email every day. Productive offers many ways to help you stay in touch with your project progress at all times.

Learn more about how Productive can help you streamline your reporting:

One of Productive’s standout features in comparison with LiquidPlanner is its lightweight customer relationship management (CRM) feature: the integrated Sales Pipeline. Manage your leads across the sales pipeline, track communications, send quotes directly from Productive, and convert won leads into projects. Along with project reports, Productive also provides you with valuable insights related to sales, so you can see the number of won deals, total revenue won, breakdown of reasons why deals were lost, and type of deal closed for each sales representative. All of this can enrich your business intelligence and help your agency become just a little bit more efficient.

Productive makes Project Management simple yet effective with various project views, boards, and simple task management. You can switch between calendar, task, list, Gantt, and more views, and create multiple boards on one project. This can be particularly useful for multi-project management for complex projects, as you can centralize all project teams under one project and switch easily between them. Since data shows that more than 80% of project managers handle more than one project (RGPM), having clean project visibility can considerably simplify your day-to-day workflows.

Additionally, Productive doesn’t fall behind LiquidPlanner when it comes to project templates:

When it comes to LiquidPlanner’s task management, a Capterra user has noted that:

In comparison, Productive offers an efficient way to manage tasks and all related task information, such as deadlines, assignees, task statuses, dependencies, and to-do lists. By creating Milestones or converting tasks into them, you can set the main landmarks of the project and visualize your project timelines. You can also track your time directly from your task, making the management of time entries even more convenient.

Additional features: Time Tracking, Docs.

Integrations include: Xero, QuickBooks, HubSpot, Breathe, Zapier, Slack, Jira, and more.

Productive offers a 14-day free trial, so you can check out if it’s the right LiquidPlanner alternative for your agency.

Asana is a project and task management software that is suitable for teams with agile projects. Asana aims to simplify how cross-functional teams work by enabling real-time collaboration and the automation of repetitive tasks.

Key features:

Recommended for: Asana can be a great LiquidPlanner alternative for agile software development teams, thanks to its Kanban boards and sprint planning capabilities. Additionally, users praise Asana for its intuitive interface, so it can be a good choice for smaller to mid-sized companies with simpler workflows.

Consider another alternative if: You have complex projects or are following hybrid project methodologies that might benefit from a more customizable solution.

Smartsheet is an enterprise work and project management software that helps agencies keep track of their client projects and collaborate with all project stakeholders.

Key features:

Recommended for: If your team is savvy with using Excel or other spreadsheet-based tools, Smartsheet can be a good alternative. This is especially true if you had issues with LiquidPlanner’s initial learning curve.

Consider another alternative if: You’re looking for a fully modern solution. Smartsheet shares some of the downsides of Excel, which is a reliance on manual data entry and processes where the same are automatized in other project management solutions.

Zoho Projects is an online project management software that provides support with project timeline tracking, collaboration between remote teams, and general workflow management.

Key features:

Recommended for: For users who enjoy the task prioritization, project schedule, and time tracking features of LiquidPlanner, Zoho Projects can be an affordable alternative, as the tool also offers a free version for smaller agencies.

Consider another tool if: An advanced resource planning and financial forecasting feature is something that you’re primarily interested in.

See more: Top 7 Workforce Planning Tools and Software for Professional Services

ClickUp is a collaboration tool and productivity platform that helps teams of all shapes and sizes deliver projects successfully.

Key features:

Recommended for: Agencies that are looking for user-friendly daily task management and essential reporting might want to look at ClickUp as their alternative. It’s similar to Asana in that regard, but more flexible and open to teams with different project methodologies.

Consider another tool if: You are looking for in-depth budgeting, resource scheduling, and financial reports that are integrated with project and task management.

See also: Wrike vs ClickUp vs Productive: An In-Depth Comparison

Workfront by Adobe is a project management solution for marketing, IT, and other types of service-providing agencies.

Key features:

Recommended for: Adobe Workfront can be a good LiquidPlanner alternative for teams that enjoy most of what the tool has to offer but are also looking for essential budget and cost management.

Consider another tool if: You’re looking for a streamlined, intuitive solution, as multiple G2 users have reported that both the user-friendliness and overall platform performance could be better.

See also: Best Adobe Workfront Alternative

Trello is a visual collaboration tool that helps teams work together in a simple, efficient, and flexible way.

Key features:

Recommended for: Trello is a streamlined project management tool that can be a good LiquidPlanner alternative for teams that are looking mainly for collaboration features, for example, creative teams.

Consider another tool if: You’re looking for more robust productivity management features, such as time-tracking reports or resource management.

See also: 13 Best Agency Time Tracking Software in 2023

Wrike is a project management solution for enhanced collaboration and productivity among all departments within an agency.

Key features:

Recommended for: Agencies that are looking to expand their resource management capabilities with cost tracking and invoice management.

Consider another tool if: You’re part of a growing agency that wants to optimize its finances with profitability and utilization reports, or you’re looking for an all-in-one solution that combines all of the above with sales.

Celoxis is a project management office solution that is available both as a cloud-based and on-premise software.

Key features:

Recommended for: Celoxis can be a good LiquidPlanner alternative for agencies that are looking to focus on their financial management and tracking, while also utilizing features such as resource and project planning.

Consider another tool if: You’re looking for a solution with flexible pricing options. Celoxis only offers one pricing tier for subscription use, which is somewhat pricey in comparison to tools with similar management features and could be inaccessible to smaller agencies.

Planview AdaptiveWork, formerly Clarizen, is a portfolio management software that helps teams of all sizes get visibility into their work and automate workflows.

Key features:

Recommended for: Similarly to Celoxis, Planview AdaptiveWork can be a good alternative to LiquidPlanner if you’re looking to upgrade your resource planning and scheduling with more robust financial management.

Consider another tool if: Your pain point with LiquidPlanner is the user interface and implementation. G2 reviews frequently comment that Planview AdaptiveWork can be quite difficult and even expensive to configure and learn to use.

Project Libre is an open-source platform for project planning and control that can be downloaded to your desktop as an alternative to Microsoft Project. ProjectLibre is also offering a paid cloud version that is currently in beta release.

Key features:

Recommended for: Project Libre is a free project tracking software that can be handy for users who are looking for the essentials of project management, especially those in startups or small individual teams.

Consider another tool if: You‘re looking for a fully-fledged solution that can cover all phases of your project management, including sales, project and resource management, insights, and financial management.

See more: End to End Project Management Meaning

Now that we’ve explored some of the most popular project and agency management platforms that can be great LiquidPlanner alternatives, we’ll leave you with one final tip.

Although there are many options out there, consider implementing an all-in-one tool instead of searching for solutions that get just one feature right and combining them. With just a little bit of customization and flexibility, you’ll be able to save a considerable amount of time switching back and forth between multiple tools, consolidate your workflows and key insights, and reduce IT overhead.

Sounds good? Then, consider booking a demo with Productive, the all-in-one agency management software created for and by industry professionals.