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CRM Software with Electronic Payments

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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It still has the same old clunky "out of date" UI, very limited change is made in their annual updates - it remains very dated and Netsuite never address the key lack of functionality.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.
HoneyBook logo

HoneyBook

4.8
604

Client management for freelancers & SMBs

visit website
Reviews Sentiment
Positive Reviews
Rating Breakdown
    Value for money
    4.7
    Ease of use
    4.6
    Features
    4.6
    Customer support
    4.7
Pros and Cons from HoneyBook users   
avatar
avatar
+15
Honeybook is an amazing software because it allows me to organize and keep track of all my bookings and projects in a nice, clean manner.
I hate myself for not trusting Honeybook sooner. So much grief and agonizing over my "DIY contract & invoicing system" so many wasted hours and sleepless nights.
I am also a big fan of most all of the templates that they provide for you to help set your business up for success.
Buggy, intermittent problems coupled with poor tech suport.
I love being able to manage contracts, invoices, proposals, bookkeeping, and client communication all in the same platform. The concierge service is fantastic as well.
I also with it would sync directly to ical. I hate having to make it use google becuase if google runs out of space it doesnt tell me and then i have a calendar issue.
I really appreciated how proactive they were to help me when I first joined. I just wish I had taken them up on their help.
I found it confusing to set up and everything I made never looked right.
Ease of use, functionality is amazing, it’s intuitive, has awesome integrations.
I like that this product automates my business process and gives me options to make my processes more seamless. It also helps provide me with a professional look and feel for my business.
But HoneyBook helps me keep all my inquiries, pricing packages, contracts, email templates, and payment details in one place and has been a lifesaver for me.
I love love love the proposal feature and how everything is integrated.
Their customer service team cares and goes the extra mile to not only help you in any way they can, but they truly consider ways to improve and make their customers’ lives easier.
I love HoneyBook because it's easy to use and if I can't figure something out, I can easily ask. The customer service and care is golden.
Very user friendly, they offer so much. I love being able to track my expenses and schedule clients.
Absolutely love the interface, setup and ease of use of HoneyBook.
The ease, the aesthetic, the customer service, AND the ability to project manage for my clients all in one space, including invoicing and bookkeeping.
I love that my pricing guide, invoicing, questionnaires, and contracts all come from the same source and are organized for me.
Honeybook is an amazing software because it allows me to organize and keep track of all my bookings and projects in a nice, clean manner.
I hate myself for not trusting Honeybook sooner. So much grief and agonizing over my "DIY contract & invoicing system" so many wasted hours and sleepless nights.
I am also a big fan of most all of the templates that they provide for you to help set your business up for success.
Buggy, intermittent problems coupled with poor tech suport.
I love being able to manage contracts, invoices, proposals, bookkeeping, and client communication all in the same platform. The concierge service is fantastic as well.
I also with it would sync directly to ical. I hate having to make it use google becuase if google runs out of space it doesnt tell me and then i have a calendar issue.
I really appreciated how proactive they were to help me when I first joined. I just wish I had taken them up on their help.
I found it confusing to set up and everything I made never looked right.
Ease of use, functionality is amazing, it’s intuitive, has awesome integrations.
I like that this product automates my business process and gives me options to make my processes more seamless. It also helps provide me with a professional look and feel for my business.
But HoneyBook helps me keep all my inquiries, pricing packages, contracts, email templates, and payment details in one place and has been a lifesaver for me.
I love love love the proposal feature and how everything is integrated.
Their customer service team cares and goes the extra mile to not only help you in any way they can, but they truly consider ways to improve and make their customers’ lives easier.
I love HoneyBook because it's easy to use and if I can't figure something out, I can easily ask. The customer service and care is golden.
Very user friendly, they offer so much. I love being able to track my expenses and schedule clients.
Absolutely love the interface, setup and ease of use of HoneyBook.
The ease, the aesthetic, the customer service, AND the ability to project manage for my clients all in one space, including invoicing and bookkeeping.
I love that my pricing guide, invoicing, questionnaires, and contracts all come from the same source and are organized for me.
Honeybook is an amazing software because it allows me to organize and keep track of all my bookings and projects in a nice, clean manner.
I hate myself for not trusting Honeybook sooner. So much grief and agonizing over my "DIY contract & invoicing system" so many wasted hours and sleepless nights.
I am also a big fan of most all of the templates that they provide for you to help set your business up for success.
Buggy, intermittent problems coupled with poor tech suport.
I love being able to manage contracts, invoices, proposals, bookkeeping, and client communication all in the same platform. The concierge service is fantastic as well.
I also with it would sync directly to ical. I hate having to make it use google becuase if google runs out of space it doesnt tell me and then i have a calendar issue.
I really appreciated how proactive they were to help me when I first joined. I just wish I had taken them up on their help.
I found it confusing to set up and everything I made never looked right.
Ease of use, functionality is amazing, it’s intuitive, has awesome integrations.
I like that this product automates my business process and gives me options to make my processes more seamless. It also helps provide me with a professional look and feel for my business.
But HoneyBook helps me keep all my inquiries, pricing packages, contracts, email templates, and payment details in one place and has been a lifesaver for me.
I love love love the proposal feature and how everything is integrated.
Their customer service team cares and goes the extra mile to not only help you in any way they can, but they truly consider ways to improve and make their customers’ lives easier.
I love HoneyBook because it's easy to use and if I can't figure something out, I can easily ask. The customer service and care is golden.
Very user friendly, they offer so much. I love being able to track my expenses and schedule clients.
Absolutely love the interface, setup and ease of use of HoneyBook.
The ease, the aesthetic, the customer service, AND the ability to project manage for my clients all in one space, including invoicing and bookkeeping.
I love that my pricing guide, invoicing, questionnaires, and contracts all come from the same source and are organized for me.
Odoo  logo

Odoo

4.1
796

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.
Clio logo
4.7
1.5K

Cloud-based legal practice management software

learn more
Reviews Sentiment
Positive Reviews
Rating Breakdown
    Value for money
    4.6
    Ease of use
    4.6
    Features
    4.5
    Customer support
    4.7
Pros and Cons from Clio users   
avatar
+15
I love living in one database. It is wonderful that it links with Outlook and can track all data related to a Matter or Contract, including related contacts.
I hate when I am asked for instructions on setting up their client portal because I have no instructions to give them.
Overall, the best time and billing software out there. I have demo'd several and Clio was the clear winner.
This is especially clear in light of its competition, Abacus or AbacusNext or AbacusLaw or whatever other evil derivative product they put out there which is all horrible in my experience.
Great support and excellent cloud-based option at a very reasonable price. Glad to see regular improvements and updates, taking user feedback into account.
My client started having trouble uploading her documents to me. Assignments went missing, and so deadlines were missed.
Clio provides effective and easy invoice creation and it's quite secure. Additionally, its costumer service is just amazing.
However, when I ask that they fix them, I am given a link to a site to "request a new feature" where apparently they wait until enough people complain before fixing a problem.
Functionality is nearly universal while specially and jusisdiction costomization is great. Easy law firm branding and pre sale marketing is brilliant.
I like the ease of its use and the ability to integrate all other legal applications in one place.
The customer service at Clio is always fantastic: responsive, kind, and helpful.
My overall experience with Cleo has been fantastic and has changed how I do my daily job for the better. It has made life at work much easier and less stressful.
Software is easy to use and does all the things we need it to do. I'm a happy customer and recommend CLIO to others.
It is a fast-developing software, very flexible and easy to learn, best suited for solo practitioner and law firms. It's a decent product though not without limitations.
I love Clio and will not change to another product. Customer service is excellent.
I like Clio's simplicity and intuitiveness best. It really is the easiest time management program I have used.
My overall experience has been great. They are always making sure to take the next step in integrations and constantly keep their software up to date and secure.
I am very satisfied with Clio as an online time management option. If you want/need to be 100% in-the-cloud, I would choose and recommend this program most highly to other firms.
I love living in one database. It is wonderful that it links with Outlook and can track all data related to a Matter or Contract, including related contacts.
I hate when I am asked for instructions on setting up their client portal because I have no instructions to give them.
Overall, the best time and billing software out there. I have demo'd several and Clio was the clear winner.
This is especially clear in light of its competition, Abacus or AbacusNext or AbacusLaw or whatever other evil derivative product they put out there which is all horrible in my experience.
Great support and excellent cloud-based option at a very reasonable price. Glad to see regular improvements and updates, taking user feedback into account.
My client started having trouble uploading her documents to me. Assignments went missing, and so deadlines were missed.
Clio provides effective and easy invoice creation and it's quite secure. Additionally, its costumer service is just amazing.
However, when I ask that they fix them, I am given a link to a site to "request a new feature" where apparently they wait until enough people complain before fixing a problem.
Functionality is nearly universal while specially and jusisdiction costomization is great. Easy law firm branding and pre sale marketing is brilliant.
I like the ease of its use and the ability to integrate all other legal applications in one place.
The customer service at Clio is always fantastic: responsive, kind, and helpful.
My overall experience with Cleo has been fantastic and has changed how I do my daily job for the better. It has made life at work much easier and less stressful.
Software is easy to use and does all the things we need it to do. I'm a happy customer and recommend CLIO to others.
It is a fast-developing software, very flexible and easy to learn, best suited for solo practitioner and law firms. It's a decent product though not without limitations.
I love Clio and will not change to another product. Customer service is excellent.
I like Clio's simplicity and intuitiveness best. It really is the easiest time management program I have used.
My overall experience has been great. They are always making sure to take the next step in integrations and constantly keep their software up to date and secure.
I am very satisfied with Clio as an online time management option. If you want/need to be 100% in-the-cloud, I would choose and recommend this program most highly to other firms.
I love living in one database. It is wonderful that it links with Outlook and can track all data related to a Matter or Contract, including related contacts.
I hate when I am asked for instructions on setting up their client portal because I have no instructions to give them.
Overall, the best time and billing software out there. I have demo'd several and Clio was the clear winner.
This is especially clear in light of its competition, Abacus or AbacusNext or AbacusLaw or whatever other evil derivative product they put out there which is all horrible in my experience.
Great support and excellent cloud-based option at a very reasonable price. Glad to see regular improvements and updates, taking user feedback into account.
My client started having trouble uploading her documents to me. Assignments went missing, and so deadlines were missed.
Clio provides effective and easy invoice creation and it's quite secure. Additionally, its costumer service is just amazing.
However, when I ask that they fix them, I am given a link to a site to "request a new feature" where apparently they wait until enough people complain before fixing a problem.
Functionality is nearly universal while specially and jusisdiction costomization is great. Easy law firm branding and pre sale marketing is brilliant.
I like the ease of its use and the ability to integrate all other legal applications in one place.
The customer service at Clio is always fantastic: responsive, kind, and helpful.
My overall experience with Cleo has been fantastic and has changed how I do my daily job for the better. It has made life at work much easier and less stressful.
Software is easy to use and does all the things we need it to do. I'm a happy customer and recommend CLIO to others.
It is a fast-developing software, very flexible and easy to learn, best suited for solo practitioner and law firms. It's a decent product though not without limitations.
I love Clio and will not change to another product. Customer service is excellent.
I like Clio's simplicity and intuitiveness best. It really is the easiest time management program I have used.
My overall experience has been great. They are always making sure to take the next step in integrations and constantly keep their software up to date and secure.
I am very satisfied with Clio as an online time management option. If you want/need to be 100% in-the-cloud, I would choose and recommend this program most highly to other firms.
Marketing 360 logo
4.6
1K

#1 Marketing Platform For Small Business

learn more
Reviews Sentiment
Positive Reviews
Rating Breakdown
    Value for money
    4.4
    Ease of use
    4.5
    Features
    4.5
    Customer support
    4.6
Pros and Cons from Marketing 360 users   
avatar
+15
They have been wonderful to work with. They have went over and beyond and have been very accommodating while working with me.
Poor customer service, lots of errors that created problems in our SEO.
As promised it is taking off and extremely excited for what else is to come in the future and what executives can work now they have a great website to send all of my leads to.
I feel they can be pricey in the sense that every thing that they do you get charged for.
Our company has used and gets great results from mymarketing360.com for years now. The re-targeting ads are very effective, the real-time analytics are excellent, and the customer support is awesome.