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CRM Software with Compliance Management

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NetSuite logo

NetSuite

4.1
1.4K

The World’s Leading, Most Deployed Cloud ERP Solution

visit website
Reviews Sentiment
Positive Reviews
Rating Breakdown
    Value for money
    3.8
    Ease of use
    3.8
    Features
    4.1
    Customer support
    3.7
Pros and Cons from NetSuite users   
avatar
+15
The best part of the software is that you You can download data for any period that you desire. It provides with a very user-friendly dashboard and the ease of accounting is also there.
My advice for those scoping out Netsuite is seriously analyze your business requirements and then advocate the hell for them in the scoping or implementation phases.
It's ability to allow the user to customise the report by adding data field(s) which is great as we do not always need to go behind IT Professional asking for help.
Please do your research before you find yourself stuck in a contract with a bunch of misleading employees that won't even respond to your email or try to address your concerns.
The ability to customize just about anything your organization wants is rewarding. And if you are willing to spend, you can have your system fit your business processes like a glove.
I hate the reporting functionality, avoid it if I can. Might be that I don't really understand its uses.
We were fortunate enough to use a trained consultant to do the implementation and now we have a fantastic solution even through getting there was not smooth sailing.
Lack of direct integration to the PSA tool. We struggled with bringing all of the contract details into the PSA and associated project.
In all cases, the ability to customize to unique business needs, far beyond something like Quickbooks or Microsoft Dynamics, is fantastic.
And when you realise that a lot of what you are paying for is really very poor and that you have to buy additional software/SAAS to make up for it's shortcomings, it is even more expensive.
It makes certain things accounting wise very automated and easy. Integration features are amazing.
It still has the same old clunky "out of date" UI, very limited change is made in their annual updates - it remains very dated and Netsuite never address the key lack of functionality.
Software is very easy to use so suitable for all staff not just office based staff. Software is so powerful that you can use it for invoicing, customer support, CRM and Shopping carts.
The customer support is horrible. You can call your Account Executive and it takes days, weeks or months to get results.
I use it on a daily basis and its very useful for quick reports and billing. I find it very helpful when I have to raise a large number invoices at one go through the upload.
I am sometimes disappointed with the "out of the box" product, meaning there are some things that I would think are standard, but they end up costing more.
Really good for accounting and easy to use the basic features.
Perfect for Subscription and SaaS Model Businesses.
The best part of the software is that you You can download data for any period that you desire. It provides with a very user-friendly dashboard and the ease of accounting is also there.
My advice for those scoping out Netsuite is seriously analyze your business requirements and then advocate the hell for them in the scoping or implementation phases.
It's ability to allow the user to customise the report by adding data field(s) which is great as we do not always need to go behind IT Professional asking for help.
Please do your research before you find yourself stuck in a contract with a bunch of misleading employees that won't even respond to your email or try to address your concerns.
The ability to customize just about anything your organization wants is rewarding. And if you are willing to spend, you can have your system fit your business processes like a glove.
I hate the reporting functionality, avoid it if I can. Might be that I don't really understand its uses.
We were fortunate enough to use a trained consultant to do the implementation and now we have a fantastic solution even through getting there was not smooth sailing.
Lack of direct integration to the PSA tool. We struggled with bringing all of the contract details into the PSA and associated project.
In all cases, the ability to customize to unique business needs, far beyond something like Quickbooks or Microsoft Dynamics, is fantastic.
And when you realise that a lot of what you are paying for is really very poor and that you have to buy additional software/SAAS to make up for it's shortcomings, it is even more expensive.
It makes certain things accounting wise very automated and easy. Integration features are amazing.
It still has the same old clunky "out of date" UI, very limited change is made in their annual updates - it remains very dated and Netsuite never address the key lack of functionality.
Software is very easy to use so suitable for all staff not just office based staff. Software is so powerful that you can use it for invoicing, customer support, CRM and Shopping carts.
The customer support is horrible. You can call your Account Executive and it takes days, weeks or months to get results.
I use it on a daily basis and its very useful for quick reports and billing. I find it very helpful when I have to raise a large number invoices at one go through the upload.
I am sometimes disappointed with the "out of the box" product, meaning there are some things that I would think are standard, but they end up costing more.
Really good for accounting and easy to use the basic features.
Perfect for Subscription and SaaS Model Businesses.
The best part of the software is that you You can download data for any period that you desire. It provides with a very user-friendly dashboard and the ease of accounting is also there.
My advice for those scoping out Netsuite is seriously analyze your business requirements and then advocate the hell for them in the scoping or implementation phases.
It's ability to allow the user to customise the report by adding data field(s) which is great as we do not always need to go behind IT Professional asking for help.
Please do your research before you find yourself stuck in a contract with a bunch of misleading employees that won't even respond to your email or try to address your concerns.
The ability to customize just about anything your organization wants is rewarding. And if you are willing to spend, you can have your system fit your business processes like a glove.
I hate the reporting functionality, avoid it if I can. Might be that I don't really understand its uses.
We were fortunate enough to use a trained consultant to do the implementation and now we have a fantastic solution even through getting there was not smooth sailing.
Lack of direct integration to the PSA tool. We struggled with bringing all of the contract details into the PSA and associated project.
In all cases, the ability to customize to unique business needs, far beyond something like Quickbooks or Microsoft Dynamics, is fantastic.
And when you realise that a lot of what you are paying for is really very poor and that you have to buy additional software/SAAS to make up for it's shortcomings, it is even more expensive.
It makes certain things accounting wise very automated and easy. Integration features are amazing.
It still has the same old clunky "out of date" UI, very limited change is made in their annual updates - it remains very dated and Netsuite never address the key lack of functionality.
Software is very easy to use so suitable for all staff not just office based staff. Software is so powerful that you can use it for invoicing, customer support, CRM and Shopping carts.
The customer support is horrible. You can call your Account Executive and it takes days, weeks or months to get results.
I use it on a daily basis and its very useful for quick reports and billing. I find it very helpful when I have to raise a large number invoices at one go through the upload.
I am sometimes disappointed with the "out of the box" product, meaning there are some things that I would think are standard, but they end up costing more.
Really good for accounting and easy to use the basic features.
Perfect for Subscription and SaaS Model Businesses.
InfoFlo logo
4.5
95

All-in-One CRM Software Solution

visit website
Reviews Sentiment
Positive Reviews
Rating Breakdown
    Value for money
    4.6
    Ease of use
    4.4
    Features
    4.4
    Customer support
    4.3
Pros and Cons from InfoFlo users   
+15
The program is an excellent, affordable CRM. Customer support is timely and has been great.
Thankfully, merely closing and immediately re-opening the application fixes everything with no data loss. I cannot access documents in InfoFlo to upload to a website.
The navigational experience is responsive, super reliable and fast - an important consideration when working within the same software environment daily.
After all the problems, we were never able to get it to work for us as it had on trial version, and on the aspects that were not available during trial version.
It integrates with Outlook almost perfectly and simplifies my administrative processes. The reporting and bulk email features align with what I need to accomplish and provide a seamless solution.
DO NOT BUY THIS SOFTWARE unless you are a single user and have no previous data. Only then, it might work for you.
The note taking system for each customer and company is such a blessing. Since our farm uses complex systems like customer supported agriculture I can keep tabs on how much they have left to spend.
Infoflo solved our problem of being dragged down by an outdated CRM that wasn't really customized to our industry and products.
The ability to integrate your CRM activities with your OFFICE (email, Calendar) is a strong cost effective feature of this tool.
The product represents great value (features and benefits, and ease of use relative to cost).
You buy it and it is yours. That is great for small companies like us.
The interface is intuitive. The ability to sync with Outlook is really nice.
I love the ease of use and functionality of Infoflo. We needed a CRM that could track our communication with clients, including phones, emails, and appointments.
Gave us lots of flexibility of how we gather information. Love the fact we can choose what information we share with our staff, that way they only have info they need.
The InfoFlo software is easy to use but very well designed for my business. The Quickbooks synchronization module and Outlook are very efficient and save a lot of time to my business.
The functions that are available such as quoting directly from Info Flo with our logo is great. Now that we are adding the Bulk Email function it's going to make keeping our leads engaged much easier.
All emails and documents it makes us look like we have all the info...Because we do. Price----absolutely most for the money.
Works great, and no need of anything more fancy. Has absolutely everything what a Mortgage broker needs to juggle 1000s of clients.
The program is an excellent, affordable CRM. Customer support is timely and has been great.
Thankfully, merely closing and immediately re-opening the application fixes everything with no data loss. I cannot access documents in InfoFlo to upload to a website.
The navigational experience is responsive, super reliable and fast - an important consideration when working within the same software environment daily.
After all the problems, we were never able to get it to work for us as it had on trial version, and on the aspects that were not available during trial version.
It integrates with Outlook almost perfectly and simplifies my administrative processes. The reporting and bulk email features align with what I need to accomplish and provide a seamless solution.
DO NOT BUY THIS SOFTWARE unless you are a single user and have no previous data. Only then, it might work for you.
The note taking system for each customer and company is such a blessing. Since our farm uses complex systems like customer supported agriculture I can keep tabs on how much they have left to spend.
Infoflo solved our problem of being dragged down by an outdated CRM that wasn't really customized to our industry and products.
The ability to integrate your CRM activities with your OFFICE (email, Calendar) is a strong cost effective feature of this tool.
The product represents great value (features and benefits, and ease of use relative to cost).
You buy it and it is yours. That is great for small companies like us.
The interface is intuitive. The ability to sync with Outlook is really nice.
I love the ease of use and functionality of Infoflo. We needed a CRM that could track our communication with clients, including phones, emails, and appointments.
Gave us lots of flexibility of how we gather information. Love the fact we can choose what information we share with our staff, that way they only have info they need.
The InfoFlo software is easy to use but very well designed for my business. The Quickbooks synchronization module and Outlook are very efficient and save a lot of time to my business.
The functions that are available such as quoting directly from Info Flo with our logo is great. Now that we are adding the Bulk Email function it's going to make keeping our leads engaged much easier.
All emails and documents it makes us look like we have all the info...Because we do. Price----absolutely most for the money.
Works great, and no need of anything more fancy. Has absolutely everything what a Mortgage broker needs to juggle 1000s of clients.
The program is an excellent, affordable CRM. Customer support is timely and has been great.
Thankfully, merely closing and immediately re-opening the application fixes everything with no data loss. I cannot access documents in InfoFlo to upload to a website.
The navigational experience is responsive, super reliable and fast - an important consideration when working within the same software environment daily.
After all the problems, we were never able to get it to work for us as it had on trial version, and on the aspects that were not available during trial version.
It integrates with Outlook almost perfectly and simplifies my administrative processes. The reporting and bulk email features align with what I need to accomplish and provide a seamless solution.
DO NOT BUY THIS SOFTWARE unless you are a single user and have no previous data. Only then, it might work for you.
The note taking system for each customer and company is such a blessing. Since our farm uses complex systems like customer supported agriculture I can keep tabs on how much they have left to spend.
Infoflo solved our problem of being dragged down by an outdated CRM that wasn't really customized to our industry and products.
The ability to integrate your CRM activities with your OFFICE (email, Calendar) is a strong cost effective feature of this tool.
The product represents great value (features and benefits, and ease of use relative to cost).
You buy it and it is yours. That is great for small companies like us.
The interface is intuitive. The ability to sync with Outlook is really nice.
I love the ease of use and functionality of Infoflo. We needed a CRM that could track our communication with clients, including phones, emails, and appointments.
Gave us lots of flexibility of how we gather information. Love the fact we can choose what information we share with our staff, that way they only have info they need.
The InfoFlo software is easy to use but very well designed for my business. The Quickbooks synchronization module and Outlook are very efficient and save a lot of time to my business.
The functions that are available such as quoting directly from Info Flo with our logo is great. Now that we are adding the Bulk Email function it's going to make keeping our leads engaged much easier.
All emails and documents it makes us look like we have all the info...Because we do. Price----absolutely most for the money.
Works great, and no need of anything more fancy. Has absolutely everything what a Mortgage broker needs to juggle 1000s of clients.
Odoo  logo

Odoo

4.1
798

Full Suite of Integrated Business Apps

visit website
Reviews Sentiment
Positive Reviews
Rating Breakdown
    Value for money
    4.0
    Ease of use
    4.0
    Features
    4.1
    Customer support
    3.7
Pros and Cons from Odoo users   
avatar
avatar
avatar
+15
We are implementing the Odoo software and the customer service is amazing. Our team leader, she is extremely helpful and intelligent, asking all the right questions to serve our specific needs.
Many errors in Multi Company, bad interface between electronic accounting from México and multicompany functionality. Hard to develop reports, the product need a similar as Crystal Reports from SAP.
It's great to work and develop on Odoo, it's impressive how fast odoo is growing. Maybe is good to create LTS release for big customer to have more than 3 year of support.
Oh well, it can but then you suddenly need to pay their consultants to have it custom build for you. For everything they start saying you need to pay and pay and pay.
This is a great program for usage in terms of getting all aspects of your business together in terms of important platforms like inventories etc.
The customer support is very bad and we are wasting a lot of time.
The mainly most attractive feature is it's opensource. Apart from this helps you to setup your all type of scaled organisation and the customisation is very easy.
Very poor support of partners. Very bad deep understanding of overall solution in odoo (as main provider).
Grsphics and web interface is awesome, installation is easier, customization can be made. Secure and remotely access, available in SAas and local server, even can be installed on your domain.
We made the mistake of purchasing through Odoo and not a reseller and everything was pretty much wrong from day 1.
We were looking for a user friendly and usable solution for CRMso far we are happy.
Great Software Best balance between cost & functionality.
You can quickly add a new module and remove unnecessary. Compared to SAP, the platform is simply superb.
Odoo is very good, practical and easy to use ERP software. Easy customization that fulfils every clients' organizational needs.
Other than this the system itself is an excellent piece of kit and it has helped our business traverse the gap between startup business to SME.
The fully integration is really great. Not needed to use other software.
The way everything works together via API is astounding. I can't say enough about how flexible this software is.
It's an all in one product that has everything you need to manage the business. It's a complete solution at a low cost.
We are implementing the Odoo software and the customer service is amazing. Our team leader, she is extremely helpful and intelligent, asking all the right questions to serve our specific needs.
Many errors in Multi Company, bad interface between electronic accounting from México and multicompany functionality. Hard to develop reports, the product need a similar as Crystal Reports from SAP.
It's great to work and develop on Odoo, it's impressive how fast odoo is growing. Maybe is good to create LTS release for big customer to have more than 3 year of support.
Oh well, it can but then you suddenly need to pay their consultants to have it custom build for you. For everything they start saying you need to pay and pay and pay.
This is a great program for usage in terms of getting all aspects of your business together in terms of important platforms like inventories etc.
The customer support is very bad and we are wasting a lot of time.
The mainly most attractive feature is it's opensource. Apart from this helps you to setup your all type of scaled organisation and the customisation is very easy.
Very poor support of partners. Very bad deep understanding of overall solution in odoo (as main provider).
Grsphics and web interface is awesome, installation is easier, customization can be made. Secure and remotely access, available in SAas and local server, even can be installed on your domain.
We made the mistake of purchasing through Odoo and not a reseller and everything was pretty much wrong from day 1.
We were looking for a user friendly and usable solution for CRMso far we are happy.
Great Software Best balance between cost & functionality.
You can quickly add a new module and remove unnecessary. Compared to SAP, the platform is simply superb.
Odoo is very good, practical and easy to use ERP software. Easy customization that fulfils every clients' organizational needs.
Other than this the system itself is an excellent piece of kit and it has helped our business traverse the gap between startup business to SME.
The fully integration is really great. Not needed to use other software.
The way everything works together via API is astounding. I can't say enough about how flexible this software is.
It's an all in one product that has everything you need to manage the business. It's a complete solution at a low cost.
We are implementing the Odoo software and the customer service is amazing. Our team leader, she is extremely helpful and intelligent, asking all the right questions to serve our specific needs.
Many errors in Multi Company, bad interface between electronic accounting from México and multicompany functionality. Hard to develop reports, the product need a similar as Crystal Reports from SAP.
It's great to work and develop on Odoo, it's impressive how fast odoo is growing. Maybe is good to create LTS release for big customer to have more than 3 year of support.
Oh well, it can but then you suddenly need to pay their consultants to have it custom build for you. For everything they start saying you need to pay and pay and pay.
This is a great program for usage in terms of getting all aspects of your business together in terms of important platforms like inventories etc.
The customer support is very bad and we are wasting a lot of time.
The mainly most attractive feature is it's opensource. Apart from this helps you to setup your all type of scaled organisation and the customisation is very easy.
Very poor support of partners. Very bad deep understanding of overall solution in odoo (as main provider).
Grsphics and web interface is awesome, installation is easier, customization can be made. Secure and remotely access, available in SAas and local server, even can be installed on your domain.
We made the mistake of purchasing through Odoo and not a reseller and everything was pretty much wrong from day 1.
We were looking for a user friendly and usable solution for CRMso far we are happy.
Great Software Best balance between cost & functionality.
You can quickly add a new module and remove unnecessary. Compared to SAP, the platform is simply superb.
Odoo is very good, practical and easy to use ERP software. Easy customization that fulfils every clients' organizational needs.
Other than this the system itself is an excellent piece of kit and it has helped our business traverse the gap between startup business to SME.
The fully integration is really great. Not needed to use other software.
The way everything works together via API is astounding. I can't say enough about how flexible this software is.
It's an all in one product that has everything you need to manage the business. It's a complete solution at a low cost.
TaskSuite logo
5.0
2

Lending Simplified, Success Amplified.

visit website
Reviews Sentiment
Positive Reviews
Rating Breakdown
    Value for money
    4.5
    Ease of use
    4.5
    Features
    5.0
    Customer support
    4.0
Pros and Cons from TaskSuite users   
No pros & cons found
Texada logo
4.4
33

Rental software designed to supercharge productivity.

visit website
Reviews Sentiment
Positive Reviews
Rating Breakdown
    Value for money
    4.2
    Ease of use
    4.2
    Features
    4.1
    Customer support
    4.7
Pros and Cons from Texada users   
+13
Texada employees are capable, sincere and they care. They do have a good product and the price is very competitive.
We will get record locks is the most common problem. I don't if it is the software or my internet.
Love the ability to issue a credit almost instantly for some of the invoices. The ability to work not in the office is a great feature, especially as we have all learned during Covid.
Can be difficult to navigate with so many tabs and folders. Hard to find what i am looking for sometimes, but still in the learning phase.
The system is very user friendly, a big improvement from the previous version. Support is very friendly and helpful.
THE REPOTING IS VERY POOR. DOESN'T GIVE YOU MUCH OPTION.
After upgrading to the current product we have found navigation better for our new staff. Having the ability to utilize mouse clicks it is more user friendly & comfortable for them.
Our version of SRM can be difficult to teach to new staff.
The feature that I like most about this software is actually the customer support that is associated with it. Always a great experience.
I am just learning all features available - software user friendly so far. Customer support very very good.
The staff at Texada is always very pleasant and helpful.
Completely happy with the new system and would recommend it to everyone. We can train new employees easily and fast.
It is very user friendly and they are able to customize reports as needed to suit our business needs. Support always responds very quickly to train or resolve issues.
It is easy teachable to new employees. It does great record keeping as I go into to a history of items almost daily.
The software is capable of using different pricing structures for each client which helps in a volatile pricing market that we have right now.
WELL ONLY USING TEXADA FOR ABOUT A YEAR AND SOME MONTHS, IT IS EASY TO USE, I LEANRED IT FAST AND IT DOES WHAT I NEED IT TO.
Texada employees are capable, sincere and they care. They do have a good product and the price is very competitive.
We will get record locks is the most common problem. I don't if it is the software or my internet.
Love the ability to issue a credit almost instantly for some of the invoices. The ability to work not in the office is a great feature, especially as we have all learned during Covid.
Can be difficult to navigate with so many tabs and folders. Hard to find what i am looking for sometimes, but still in the learning phase.
The system is very user friendly, a big improvement from the previous version. Support is very friendly and helpful.
THE REPOTING IS VERY POOR. DOESN'T GIVE YOU MUCH OPTION.
After upgrading to the current product we have found navigation better for our new staff. Having the ability to utilize mouse clicks it is more user friendly & comfortable for them.
Our version of SRM can be difficult to teach to new staff.
The feature that I like most about this software is actually the customer support that is associated with it. Always a great experience.
I am just learning all features available - software user friendly so far. Customer support very very good.
The staff at Texada is always very pleasant and helpful.
Completely happy with the new system and would recommend it to everyone. We can train new employees easily and fast.
It is very user friendly and they are able to customize reports as needed to suit our business needs. Support always responds very quickly to train or resolve issues.
It is easy teachable to new employees. It does great record keeping as I go into to a history of items almost daily.
The software is capable of using different pricing structures for each client which helps in a volatile pricing market that we have right now.
WELL ONLY USING TEXADA FOR ABOUT A YEAR AND SOME MONTHS, IT IS EASY TO USE, I LEANRED IT FAST AND IT DOES WHAT I NEED IT TO.
Texada employees are capable, sincere and they care. They do have a good product and the price is very competitive.
We will get record locks is the most common problem. I don't if it is the software or my internet.
Love the ability to issue a credit almost instantly for some of the invoices. The ability to work not in the office is a great feature, especially as we have all learned during Covid.
Can be difficult to navigate with so many tabs and folders. Hard to find what i am looking for sometimes, but still in the learning phase.
The system is very user friendly, a big improvement from the previous version. Support is very friendly and helpful.
THE REPOTING IS VERY POOR. DOESN'T GIVE YOU MUCH OPTION.
After upgrading to the current product we have found navigation better for our new staff. Having the ability to utilize mouse clicks it is more user friendly & comfortable for them.
Our version of SRM can be difficult to teach to new staff.
The feature that I like most about this software is actually the customer support that is associated with it. Always a great experience.
I am just learning all features available - software user friendly so far. Customer support very very good.
The staff at Texada is always very pleasant and helpful.
Completely happy with the new system and would recommend it to everyone. We can train new employees easily and fast.
It is very user friendly and they are able to customize reports as needed to suit our business needs. Support always responds very quickly to train or resolve issues.
It is easy teachable to new employees. It does great record keeping as I go into to a history of items almost daily.
The software is capable of using different pricing structures for each client which helps in a volatile pricing market that we have right now.
WELL ONLY USING TEXADA FOR ABOUT A YEAR AND SOME MONTHS, IT IS EASY TO USE, I LEANRED IT FAST AND IT DOES WHAT I NEED IT TO.
ClickUp logo

ClickUp

4.6
4K

Project management, task tracking, & professional goal tools

learn more
Reviews Sentiment
Positive Reviews
Rating Breakdown
    Value for money
    4.6
    Ease of use
    4.3
    Features
    4.6
    Customer support
    4.6
Pros and Cons from ClickUp users   
avatar
avatar
avatar
+15
Super easy to use, powerful features, ability to invite guests for FREE, Great technical support, lots of video tutorials available.
Too complex for an individual's needs, sometimes illogical, and a terrible android app is the icing on the cake.
ClickUp has some truly inspired design and feels lighter and more fun to use than many other management tools. It's easy to learn and new, useful features are consistently rolled out.
After a few months I still get confused about the sapce/folder/list/task hierarchy and use the wrong terms when describing my "location" in the software.
Great experience with the product initially I was a bit hesitant to use and recommend it because I did not know about the product at all but once I started using it I fell in love with it.
Sometimes had an error when trying to make a new list and could not find any documentation about the error online.
I understand that this a way to monetize the platform and am grateful that there are those that can contribute. The integration for time tracking tool such a Togl or it's own time tracker is great.