Training Example: ActiveCollab – Review the Data, Give Your Score & Compare to the Real AI Evaluation

[H2]
Project management software and a productivity tool loved by agencies and consultancies

Simple when you want it, powerfulonce you need it.

[H3] Project Management
Manage all your projects with custom views, and tools to track progress and profitability, detect bottlenecks, and improve workflows.

[H3] Workload Management
Check individual availability and productivity per task or project. Simplify capacity planning and workload management with real-time updates and monitoring.

[H3] Communication
Keep your communications in ActiveCollab. Use comments, notes, discussions, and chat to boost collaboration, accountability, and efficiency.

[H3] Estimates
Build your client base with us—create estimates, and turn the successful ones into projects in a click.

[H3] Invoices and Payments
Get paid for your work! Invoicing is now made easy with a payment gateway already set up via Stripe and PayPal.

[H3] Dashboards and Reporting
Stay on top of your business. Create and export custom reports with minimal effort.

see all features

[IMG: gantt chart project management]

[IMG: workload management]

[IMG: client communication]

[IMG: estimates expenses invoicing flow]

[IMG: invoices]

[IMG: Dashboard and Reporting]

see all features

[IMG: Apple]
[IMG: Crocs]
[IMG: Berkeley University of California]
[IMG: Juice Creative Group]
[IMG: Euresa]
[IMG: Qode interactive]
[IMG: Xivic]
[IMG: Urban Propaganda]
[IMG: Wheaton College]

[IMG: Founder, Trail Digital]

[IMG: Josh Byrne]

"With ActiveCollab, you don't have to keep creating the same tasks every day, week, or month. Let the system take over!”

Josh Byrne
Founder, Trail Digital

[IMG: Creative Director, Stoere Binken Design]

[IMG: Rene Verkaart]

"With ActiveCollab we can now set up a project in 15 minutes max—hassle-free!”

Rene Verkaart
Creative Director, Stoere Binken Design

[IMG: Founder and CEO, pr24]

[IMG: Luzi Stadler]

"Thanks to ActiveCollab, our project management software of choice, we are able to record all of our working hours for different projects throughout the day.”

Luzi Stadler
Founder and CEO, pr24

[IMG: Senior Mobile Marketing Manager, Future Forward]

[IMG: Nebojša Guteša]

"By using the power of ActiveCollab, we can continue to deliver top-quality solutions to our clients while retaining our dedication to excellence.”

Nebojša Guteša
Senior Mobile Marketing Manager, Future Forward

[IMG: Interior Designer, Havelkadesign]

[IMG: Jelena Havelka]

"ActiveCollab helped in making the transition smooth when we were pushed toward home working and was one of the key factors in maintaining the quality of our work.”

Jelena Havelka
Interior Designer, Havelkadesign

[IMG: Founder and Creative Director, JUICE Creative Group]

[IMG: Carter Grotta]

"ActiveCollab sounded too good to be true. We went into our trial period with low expectations—to our surprise and delight, we were proven wrong.”

Carter Grotta
Founder and Creative Director, JUICE Creative Group

[IMG: Founder and Managing Director, Rock Agency]

[IMG: Cam Lee]

"We've gotten way more efficient with our time management and communication, and a big part of that is because of ActiveCollab.”

Cam Lee
Founder and Managing Director, Rock Agency

[H2]
Seize the time.Elevate productivity.Block out noise.

Improve your team's productivity by managing ideas, tasks, projects, communication,and clients in a single space: no email noise, no lost info—only happy people.

Replaces:

[IMG: Asana]
Asana

[IMG: Clockify]
Clockify

[IMG: Slack]
Slack

Project Management

Time Tracking

Chat

see all features

[IMG: project management]

[IMG: time tracking]

[IMG: chat]

Replaces:

[IMG: Asana]
Asana

[IMG: Clockify]
Clockify

[IMG: Slack]
Slack

see all features

[H2]
Prevent burnout.Manage workload.Spot talent.

You are as powerful as the talent you have around.Making workload visible becomes a priority if you want to keep your clients and your people in a good place. Let’s do it together.

Replaces:

[IMG: Smartsheet]
Smartsheet

[IMG: Toggl]
Toggl

[IMG: Float]
Float

Workload

Time-Off

Capacity Planning

see all features

[IMG: Time Tracked In Workload Management]

[IMG: Time-Off Management]

[IMG: Capacity Planning]

Replaces:

[IMG: Smartsheet]
Smartsheet

[IMG: Toggl]
Toggl

[IMG: Float]
Float

see all features

[H2]
Transparency, in and out.Client and vendor collaboration.

Here's to being asked fewer questions like, “When will this be done?”“Who is working on this?” and “Where are my meeting minutes?”

Replaces:

[IMG: Evernote]
Evernote

[IMG: Microsoft Project]
Microsoft Project

[IMG: Dropbox]
Dropbox

Client Communication

Calendar View

Discussions and Notes

see all features

[IMG: Client Communication]

[IMG: Calendar View]

[IMG: Discussions within Project]

Replaces:

[IMG: Evernote]
Evernote

[IMG: Microsoft Project]
Microsoft Project

[IMG: Dropbox]
Dropbox

see all features

[H2]
Handle scaling.Maintain high standards.Get paid.

Having more clients doesn’t have to mean failing to deliver or breaking deadlines. Keep five-star standards of your deliverables while streamlining the process in ActiveCollab. From an estimate to an invoice—we’ve got you.

Replaces:

[IMG: Zoho Invoices]
Zoho Invoices

[IMG: Expensify]
Expensify

[IMG: Tableau]
Tableau

[IMG: Stripe]
Stripe

Estimates

Invoices and Payments

Reports

see all features

[IMG: Estimates]

[IMG: Invoices]

[IMG: Reports]

Replaces:

[IMG: Zoho Invoices]
Zoho Invoices

[IMG: Expensify]
Expensify

[IMG: Tableau]
Tableau

[IMG: Stripe]
Stripe

see all features

100% transparency.
Zero fluff.

[H2] Everything you need—whenever you need it.

From task time tracking and project management to an all-in-one workspace.Get clarity, improve productivity, and cut costs: scale without friction.

Project Management

Workload Management

Time Tracking

Capacity Planning

Time Off Management

Communication and Collaboration

Estimates

Client Management

Budgeting and Profitability

Invoicing and Expenses

Integrations

Reporting and Dashboards

[H2]
Consolidate your tools.Regain focus.Save big.

Replace time tracking apps, inflexible spreadsheets, separate chat apps, budgeting, and time off management tools with a single workspace.

[IMG: tools]
Try now

$5.00per month

[IMG: Apple]
[IMG: Crocs]
[IMG: Berkeley University of California]
[IMG: Juice Creative Group]
[IMG: Euresa]
[IMG: Qode interactive]
[IMG: Xivic]
[IMG: Urban Propaganda]
[IMG: Wheaton College]

[IMG: Founder and Managing Director, Rock Agency]

[IMG: Cam Lee]

"We've gotten way more efficient with our time management and communication, and a big part of that is because of ActiveCollab.”

Cam Lee
Founder and Managing Director, Rock Agency

[IMG: Creative Director, Stoere Binken Design]

[IMG: Rene Verkaart]

"With ActiveCollab we can now set up a project in 15 minutes max—hassle-free!”

Rene Verkaart
Creative Director, Stoere Binken Design

[IMG: Founder and CEO, pr24]

[IMG: Luzi Stadler]

"Thanks to ActiveCollab, our project management software of choice, we are able to record all of our working hours for different projects throughout the day.”

Luzi Stadler
Founder and CEO, pr24

[IMG: Senior Mobile Marketing Manager, Future Forward]

[IMG: Nebojša Guteša]

"By using the power of ActiveCollab, we can continue to deliver top-quality solutions to our clients while retaining our dedication to excellence.”

Nebojša Guteša
Senior Mobile Marketing Manager, Future Forward

[IMG: Interior Designer, Havelkadesign]

[IMG: Jelena Havelka]

"ActiveCollab helped in making the transition smooth when we were pushed toward home working and was one of the key factors in maintaining the quality of our work.”

Jelena Havelka
Interior Designer, Havelkadesign

[IMG: Founder and Creative Director, JUICE Creative Group]

[IMG: Carter Grotta]

"ActiveCollab sounded too good to be true. We went into our trial period with low expectations—to our surprise and delight, we were proven wrong.”

Carter Grotta
Founder and Creative Director, JUICE Creative Group

[IMG: Founder, Trail Digital]

[IMG: Josh Byrne]

"With ActiveCollab, you don't have to keep creating the same tasks every day, week, or month. Let the system take over!”

Josh Byrne
Founder, Trail Digital

Digital
Design
Product
Software Development
Interior Design
Creative
Marketing

[H2] Why ActiveCollab

[H3] Have your say; run it your way!
On a mission to empower ambitious and courageous service businesses by making great, affordable software powered by simplicity.

[H3] Product Extraordinaire
Since 2007, we've been developing 100% of the software in-house. With a 5-star product design and 99.95% uptime, numbers tell the story of our passion for excellence.

[H3] Fair Pricing PledgeFair Pricing Pledge
Making great software for rock stars like yourself means no outside investors, no board meetings, zero fluff, and no overpricing. Fair pricing, always and forever.

[H3] Customer-Centric
Striving to be a great listener. Hundreds of your feedback is reviewed monthly, shaping our product. Our founders are enjoying direct contact with passionate users across the globe.

[H3] Happy Human Support for All
Live chat or video calls are available to all of you at no extra cost. Our 93% high satisfaction score and under-1-minute chat response time prove our dedication.

[H3] Loved by Small Teams and Growing Businesses
Over 50,000 teams run their work on ActiveCollab daily.You love it. We love you back ❤

[H2]
Get instant clarity,improve collaboration and profitability.From a task to an invoice.

Try for Free
Book a Demo

[H2]
Project Management

All your projects in a single space, across clients and teams.Flexible and simple to use.

[H3]
Projects and Tasks
Get everything sorted with unlimited projects, tasks, and subtasks.

[H3]
Tasks Views and Dependencies

Visualize your tasks in a List, Board, or Gantt view, and easily manage dependencies.

[H3]
Task Labels

Add labels to your tasks and projects for easy filtering and reporting.

[H3]
Automation and Notifications

Save time with bulk edits, recurring tasks, and saved project templates.

[H3]
My Work

A simple place to track your due tasks across projects.

↳ See all in Project Management

[H2]
Time Tracking andMonitoring

Forget additional time-tracking tools. With a click, record time spent on a task,and get insights on capacity, productivity, and profitability.

[H3]
Stopwatch Time Tracker

Start time tracking in a click. Limit the number of time entry edits possible, and see estimated vs. actual time spent or unbillable vs. billable hours.

[H3]
Team and Individual Timesheets

Keep an eye on progress with team or individual timesheets, across projects and clients.

[H3]
Project and Task Time Tracking

Track time on any task, and see the overall time logged at the project level.

[H3]
Batch Edit Time Records

Save time and edit time records in bulk for quicker updates and retrospective time tracking.

[H3]
Time Entry Review and Control

Review time entries for accuracy, and decide who else’s got this option.

↳ See all in Project and Task Time Tracking

[H2]
Productivity and Resource Planning

Manage your project resources in a few clicks - with capacity planning, workload management, and integrated time-off management.

[H3]
Time-Off Management

Forget about additional tools: manage your team’s time off requests in ActiveCollab. See time off for every individual.

[H3]
Capacity Planning and Availability

Set custom capacity hours per individual. Define work days and bank holidays.

[H3]
Workload Management

Monitor performance and prevent burnout with a single cross-project and task view over a period of time. Balance workload right there.

[H3]
Virtual Users

Plan ahead, and prepare your workspace for onboarding new team members.

↳ See all in Productivity and Resource Planning

[H2]
Team Collaboration and Communication

Encourage teamwork and transparency with our collaboration tools. Keep the entire team and your clients on the same page.

[H3]
In-App Chat

Check in with your team, follow up, and share ideas (or memes) directly in our chat.

[H3]
Discussions

Need to brainstorm some more? Take it to Discussions to fine-tune ideas not ready for a task list just yet.

[H3]
Notes and Shortcuts

Meeting minutes, lines of code, POS lists, and bookmarked pages all have their place in ActiveCollab.

[H3]
Files and Folders

Integrate Dropbox or replace it altogether—whichever you prefer. Files and folders are sharable and stored in ActiveCollab.

[H3]
Team Calendar

Create, manage, and view all team meetings in a single calendar. See how meetings affect your processes, capacity, productivity, and workload.

↳ See all in Team Collaboration

[H2]
ActiveCollab Integrations

Make ActiveCollab a single place for your favorite apps with integrations and payment gateways.

[IMG: Zapier]

[IMG: Stripe]

[IMG: Quickbooks]

[IMG: Google Drive]

[IMG: Dropbox]

[IMG: Slack]
↳ See all Integrations

[H2]
Client Management

Keep your clients in the loop nonstop. Save yourselfan entire weekday of email correspondence.

[H3]
Client Address Book

Keep all your client info safely stored, in a single place. Assess your client base,and see how to grow it.

[H3]
Estimates

Send estimates to your clients with a few clicks. Automatically convert won estimatesto projects and tasks.

[H3]
Project Access for Clients and Freelancers

Share projects and tasks with clients or freelancers, and set access limits and viewsto anyone outside your organization.

[H3]
Client Feedback and Communication

Get your clients’ input and feedback by sharing project task details, discussions, and notes.

↳ See all in Client Management

[H2]
Budgeting and Profitability

Manage your project budgets, track progress, and profitability.

[H3]
Project Budget Based on Time and Expenses

Define specific hourly rates, and include project expenses in the budget.

[H3]
Non-Billable Projects

Set projects as non-billable, and they won’t affect your profitability score.

[H3]
Fixed Project Budgeting

Track your budget and time spent againsta fixed amount.

[H3]
Billable and Non-Billable Time Records

Include different time record types, depending on a task, client or project.

↳ See all in Budgeting and Profitability

"

"ActiveCollab helped in making the transition smooth when we were pushed toward home working and was one of the key factors in maintaining the quality of our work."
Jelena Havelka
Interior Designer, Havelkadesign

"ActiveCollab sounded too good to be true. We went into our trial period with low expectations – to our surprise and delight, we were proven wrong."
Carter Grotta
Founder and Creative Director, JUICE Creative Group

"ActiveCollab allows our teams to ask questions, track and update statuses, report time, and communicate effectively and efficiently."
Malinda Lloyd
Director, Strategic Accounts, Xivic

"We've gotten way more efficient with our time management and communication, and a big part of that is because of ActiveCollab."
Cam Lee
Founder and Managing Director, Rock Agency

[IMG: Jelena Havelka]

[IMG: Carter Grotta]

[IMG: Malinda Lloyd]

[IMG: Cam Lee]

[H2]
Estimates, Invoicing,and Expense Tracking

Turn your projects and time spent into an invoice.Track expenses linked to a client or a task, billable or non-billable.

[H3]
Estimates

Send estimates to potential clients. Turnthe accepted estimates into projects and tasks.

[H3]
Invoicing

Create customizable invoices in a few clicks, with flexible tax rates and payment reminders.

[H3]
Expense Tracking

Log expenses, and attach relevant files. Turn them into billable items included in invoices.

[H3]
Online Payments

Use our Stripe, PayPal or Braintree integrated payment gateways to accept client payments.

[H3]
Automation

Get paid/overdue payment reminders, set recurring invoices, and billable or non-billable hours and expenses.

↳ See all in Invoicing and Expense Tracking

[H2]
Reports and Dashboards

In this simple-to-use dashboard, lies the heart of your business. Don’t miss a thing. Plan your business with ease.

[H3]
Assignment Dashboard

Keep tabs on your business via our sleek dashboard with customizable reportsand segments.

[H3]
Capacity Reports

Keep an eye on individual and team capacityto optimize resource allocation and successfully complete projects.

[H3]
Profitability Reports

Understand profitability across projects, teams, tasks, departments, and clients.

Coming soon

[H3]
Utilization Reports

Prepare for more significant projectsand potential headcount growth.

Coming soon

[H3]
WIP Reports

Track project phases, and create informative reports for your clients.

↳ See all in Reports and Dashboard

[H2]
Success and Support

We’re with you, every step of the way.93% of our customers gave us the highest happiness score.
50K Teams
93%
Happiness Score

[H3]
Help Center

Your go-to place to learn how to make the most of ActiveCollab.

[H3]
Additional Onboarding Services

We’ll gladly help you get off to a great start. Reach out to us for more information.

[H3]
Engaged Community

Circles is where our users connect, share best practices, request features, and apply to different programs.

[H2]
Get instant clarity,improve collaboration and profitability.From a task to an invoice.

Try for Free
Book a Demo

[H2] Help

[H1] Hi, how can we help?

Welcome to the ActiveCollab Help Center! Find answers fast by exploring our topics or connecting with us directly.

[H2] My ActiveCollab

Getting Started

My Work

Keyboard Shortcuts

Language Setup

Webhooks

Alternative email addresses

Two-Factor Authentication

API Authentication

My Account

[H2] Projects

Task Labels

Creating Task Dependencies

Starting Discussions

Writing Notes

Smart Rescheduling

Sending Email to Projects

Exporting Timeline

Uploading Files

Project Templates

Working with Tasks

Managing Projects

1 more articles

[H2] People

Setting User Roles

Inviting People

Managing Users

Owner Role

Project Leader

Member+ Role

Member Role

Client Role

Client+ Role

Virtual Users

[H2] Activity

Staying up to Date

Leaving Comments

Using Mention To Keep Everyone Informed

Tracking Time and Expenses

Chatting in ActiveCollab

Setting Reminders

Text Editor

Generating Reports

Calendar

[H2] Invoicing

Issuing Invoices

Customizing Invoices

Recurring Invoices

Creating Estimates

New format for Client details in Invoices and Estimates

Setting Overdue Reminders

QuickBooks Add-On

Online Payments

[H2] Time and Resources

Stopwatch

Team Timesheet

Workload

Personal Timesheet

Time Report

Availability

Split Estimates

Capacity and Utilization

[H2] Budgeting

Fixed Price Projects

Projects Based on Time and Expenses

Billable/Non-Billable Status of Time and Expenses

Non-Billable projects

Track Project Costs

[H2] Mobile app

Mobile App Product Tour

Logging In

Personalizing Settings

Managing Projects With Mobile App

Keeping Up With Tasks

Checking Your Work

Staying Up To Date

Chatting In The Mobile App

[H2] Tips and Tricks

Duplicating Projects

Duplicating Tasks

Duplicating Task Lists

Moving and Copying Tasks to Projects

Creating Teams

Creating Notebooks

Reacting to Comments

Synchronizing Calendars

Live Comments

Converting Discussions to Tasks

Creating Project Templates and Duplicates

Task Batch Editing

Recurring Tasks

3 more articles

[H2] Integrations

Slack app

Utilities

QuickBooks app

Payment Gateways

[H2] AI

ActiveCollab MCP Server

[H2] How to Activate Your ActiveCollab Subscription

Changing Payment Method

Updating Billing Information

Activating GetPaid bundle

Activating Subscription

[H2] Self-Hosted ActiveCollab

Installation Guide

Support and Upgrades

Upgrading Self-Hosted ActiveCollab

Configuring Cron Jobs

Moving to the Cloud

Moving to a Different Server

Changing ActiveCollab Address

Configuring Search

Configuring Pusher

Upgrading from ActiveCollab 4

Google Drive API Integration

Configuring Email

Self-Hosted API Authentication

System Requirements

Desktop App for Self-Hosted

5 more articles

[H2] Troubleshooting Self-Hosted ActiveCollab

ActiveCollab Upgrade

Data Export Encoding

Where is ActiveCollab Installer?

Spinning Wheel

Nobody Can Access ActiveCollab

PHP and MySQL Upgrade

Sending Email to ActiveCollab

Debug Mode

ElasticSearch

URL Rewriting

[H2]
Discover How ActiveCollab Can Help Your Team

Book a Demo

[H2] Get Help & Share Your Ideas

Seeking assistance or have an idea to share? Use the forms below to get in touch. We've categorized our support channels to ensure your query reaches the right team quickly, whether it's for direct help, feature suggestions, or bug reports.

Contact Support
Suggest a Feature
Report a Bug