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Billing and Invoicing Apps Integrated with Box

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NetSuite logo
4.1
1.4K

The World’s Leading, Most Deployed Cloud ERP Solution

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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It still has the same old clunky "out of date" UI, very limited change is made in their annual updates - it remains very dated and Netsuite never address the key lack of functionality.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.
Zoho Books logo
4.4
618

Online accounting software for growing businesses

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Reviews Sentiment
Positive Reviews
Rating Breakdown
    Value for money
    4.4
    Ease of use
    4.3
    Features
    4.2
    Customer support
    4.2
Pros and Cons from Zoho Books users   
avatar
avatar
avatar
+15
I also like that I can attach receipts to my expenses. I'm very thankful for Zoho Books and hope they continue to meet the needs of sole proprietors like me.
The payment plans are a little frustrating. The limits are on the number of contacts and as a business with lots of contacts and only one transaction often per contact it gets really expensive.
To conclude, Zoho Books is easy to understand and its configuration is quick and easy. The automation of the system is great and you save a lot of time.
Bad automatic matching, paypal multi-currency feed all over the place.
That said, the Zoho family of products are solid, so if you have need for an accounting product and you are familiar with accounting software, this product would be a great choice.
The another problem of this software is that this software is very difficult for the new users and it is not so easy to learn how to handle our accounts and invoices.
Simple, handy software with nice visual graphics: data is accessible and easy to share with other users and specialists.
The weekly log does not allow us to enter our comments and it gets frustrating to open each day entry and enter the comments.
What i liked the most about this software is that is very easy to use and to customize it for you own purpose.
Cost and the ability to build your own integration tools. Compared to other options (unnamed here, but you know who they are), it is VERY cost efficient and effective.
Zoho Books has been great for our business. Helps us keep everything in order with our business finances.
Great value for money and great quality software.
Ease of use, it has all the features I was looking for in an accounting application. The security is another factor I like Zoho Books.
The product is stable, and the company offers solid tech support.
It links with multiple finance and backing systems including local banks making it pretty easy to work with.
This is the best bang for buck you can get if you are a startup, an independent freelancer or just need invoicing to start. There is no other system comparable with Zoho at this price point.
You can integrate easily with other tools, manage your invoices and reimbursements easily using zoho books. Me and my team are really satisfied.
The customer support is also very responsive and usually fixes your worries.
I also like that I can attach receipts to my expenses. I'm very thankful for Zoho Books and hope they continue to meet the needs of sole proprietors like me.
The payment plans are a little frustrating. The limits are on the number of contacts and as a business with lots of contacts and only one transaction often per contact it gets really expensive.
To conclude, Zoho Books is easy to understand and its configuration is quick and easy. The automation of the system is great and you save a lot of time.
Bad automatic matching, paypal multi-currency feed all over the place.
That said, the Zoho family of products are solid, so if you have need for an accounting product and you are familiar with accounting software, this product would be a great choice.
The another problem of this software is that this software is very difficult for the new users and it is not so easy to learn how to handle our accounts and invoices.
Simple, handy software with nice visual graphics: data is accessible and easy to share with other users and specialists.
The weekly log does not allow us to enter our comments and it gets frustrating to open each day entry and enter the comments.
What i liked the most about this software is that is very easy to use and to customize it for you own purpose.
Cost and the ability to build your own integration tools. Compared to other options (unnamed here, but you know who they are), it is VERY cost efficient and effective.
Zoho Books has been great for our business. Helps us keep everything in order with our business finances.
Great value for money and great quality software.
Ease of use, it has all the features I was looking for in an accounting application. The security is another factor I like Zoho Books.
The product is stable, and the company offers solid tech support.
It links with multiple finance and backing systems including local banks making it pretty easy to work with.
This is the best bang for buck you can get if you are a startup, an independent freelancer or just need invoicing to start. There is no other system comparable with Zoho at this price point.
You can integrate easily with other tools, manage your invoices and reimbursements easily using zoho books. Me and my team are really satisfied.
The customer support is also very responsive and usually fixes your worries.
I also like that I can attach receipts to my expenses. I'm very thankful for Zoho Books and hope they continue to meet the needs of sole proprietors like me.
The payment plans are a little frustrating. The limits are on the number of contacts and as a business with lots of contacts and only one transaction often per contact it gets really expensive.
To conclude, Zoho Books is easy to understand and its configuration is quick and easy. The automation of the system is great and you save a lot of time.
Bad automatic matching, paypal multi-currency feed all over the place.
That said, the Zoho family of products are solid, so if you have need for an accounting product and you are familiar with accounting software, this product would be a great choice.
The another problem of this software is that this software is very difficult for the new users and it is not so easy to learn how to handle our accounts and invoices.
Simple, handy software with nice visual graphics: data is accessible and easy to share with other users and specialists.
The weekly log does not allow us to enter our comments and it gets frustrating to open each day entry and enter the comments.
What i liked the most about this software is that is very easy to use and to customize it for you own purpose.
Cost and the ability to build your own integration tools. Compared to other options (unnamed here, but you know who they are), it is VERY cost efficient and effective.
Zoho Books has been great for our business. Helps us keep everything in order with our business finances.
Great value for money and great quality software.
Ease of use, it has all the features I was looking for in an accounting application. The security is another factor I like Zoho Books.
The product is stable, and the company offers solid tech support.
It links with multiple finance and backing systems including local banks making it pretty easy to work with.
This is the best bang for buck you can get if you are a startup, an independent freelancer or just need invoicing to start. There is no other system comparable with Zoho at this price point.
You can integrate easily with other tools, manage your invoices and reimbursements easily using zoho books. Me and my team are really satisfied.
The customer support is also very responsive and usually fixes your worries.
Clio logo
4.7
1.5K

Cloud-based legal practice management software

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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.
PandaDoc logo
4.5
1K

Create, edit, track, and eSign documents quickly and easily

learn more
Reviews Sentiment
Positive Reviews
Rating Breakdown
    Value for money
    4.3
    Ease of use
    4.4
    Features
    4.3
    Customer support
    4.3
Pros and Cons from PandaDoc users   
avatar
avatar
avatar
+15
Pretty good, the speed of use really stopped me from using it and moving to Qwilr. The design kind of turned me away to find something more user friendly that my customers enjoyed looking at.
If I mess something up, it's difficult to modify without starting all over from the beginning. That said, it's more than likely a user issue as opposed to a problem with the software.
The sales, development, and customer service teams have been SUPER responsive and hungry for feedback. It's really impressive how invested they are in continuing to build and improve the product.
Overall it was a terrible experience, from support to the actual product.
User-friendly interface ,simple procedures and seamless integration with other programs, make the progress easy ,even pleasant for both us and clients.
The only thing I struggle with is a slight lag on the website when actually creating content - I am unsure if and why this happens - however, I feel it could be slightly more responsive.
I like that PandaDoc makes it easy for me to create beautiful, professional looking proposals in just a few minutes.
The Technical team is working on this problem since 1 month and they don't manage to send me back my document. The system is not finished.
When sending out a proposal it is important to have all information be consistent and correct. I love that each proposal contains uniform parts and still allows for necessary customization.
It's been great, we plan to use it indefinitely and are happy with our decision to bring the Afton Tickets sales team onto PandaDoc.
It's very easy to replicate docs when creating documents like proposals and budgets. Great digital signing feature.
Great Pipedrive integration, better experience than Docusign.
PandaDoc makes it very easy to create and templatize amazing looking proposals. The technology has helped us scale our business.
PandaDoc is awesome and just really helped me and my team streamline processes.
Pandadoc is a great tool when working remotely and working with documents, it notifies all the necessary personnel to authorize what is required of them easily.
Flexibility in templates and budgets - real time visibility of document tracking and DocuSign. Love the APP and that I can access proposals from anywhere.
It is pretty easy to use, update quotes, and see when the viewers are looking at the proposals. The signature and dating piece is straight forward once you get the hang of it.
Pretty standard, decent customer service and good support.
Pretty good, the speed of use really stopped me from using it and moving to Qwilr. The design kind of turned me away to find something more user friendly that my customers enjoyed looking at.
If I mess something up, it's difficult to modify without starting all over from the beginning. That said, it's more than likely a user issue as opposed to a problem with the software.
The sales, development, and customer service teams have been SUPER responsive and hungry for feedback. It's really impressive how invested they are in continuing to build and improve the product.
Overall it was a terrible experience, from support to the actual product.
User-friendly interface ,simple procedures and seamless integration with other programs, make the progress easy ,even pleasant for both us and clients.
The only thing I struggle with is a slight lag on the website when actually creating content - I am unsure if and why this happens - however, I feel it could be slightly more responsive.
I like that PandaDoc makes it easy for me to create beautiful, professional looking proposals in just a few minutes.
The Technical team is working on this problem since 1 month and they don't manage to send me back my document. The system is not finished.
When sending out a proposal it is important to have all information be consistent and correct. I love that each proposal contains uniform parts and still allows for necessary customization.
It's been great, we plan to use it indefinitely and are happy with our decision to bring the Afton Tickets sales team onto PandaDoc.
It's very easy to replicate docs when creating documents like proposals and budgets. Great digital signing feature.
Great Pipedrive integration, better experience than Docusign.
PandaDoc makes it very easy to create and templatize amazing looking proposals. The technology has helped us scale our business.
PandaDoc is awesome and just really helped me and my team streamline processes.
Pandadoc is a great tool when working remotely and working with documents, it notifies all the necessary personnel to authorize what is required of them easily.
Flexibility in templates and budgets - real time visibility of document tracking and DocuSign. Love the APP and that I can access proposals from anywhere.
It is pretty easy to use, update quotes, and see when the viewers are looking at the proposals. The signature and dating piece is straight forward once you get the hang of it.
Pretty standard, decent customer service and good support.
Pretty good, the speed of use really stopped me from using it and moving to Qwilr. The design kind of turned me away to find something more user friendly that my customers enjoyed looking at.
If I mess something up, it's difficult to modify without starting all over from the beginning. That said, it's more than likely a user issue as opposed to a problem with the software.
The sales, development, and customer service teams have been SUPER responsive and hungry for feedback. It's really impressive how invested they are in continuing to build and improve the product.
Overall it was a terrible experience, from support to the actual product.
User-friendly interface ,simple procedures and seamless integration with other programs, make the progress easy ,even pleasant for both us and clients.
The only thing I struggle with is a slight lag on the website when actually creating content - I am unsure if and why this happens - however, I feel it could be slightly more responsive.
I like that PandaDoc makes it easy for me to create beautiful, professional looking proposals in just a few minutes.
The Technical team is working on this problem since 1 month and they don't manage to send me back my document. The system is not finished.
When sending out a proposal it is important to have all information be consistent and correct. I love that each proposal contains uniform parts and still allows for necessary customization.
It's been great, we plan to use it indefinitely and are happy with our decision to bring the Afton Tickets sales team onto PandaDoc.
It's very easy to replicate docs when creating documents like proposals and budgets. Great digital signing feature.
Great Pipedrive integration, better experience than Docusign.
PandaDoc makes it very easy to create and templatize amazing looking proposals. The technology has helped us scale our business.
PandaDoc is awesome and just really helped me and my team streamline processes.
Pandadoc is a great tool when working remotely and working with documents, it notifies all the necessary personnel to authorize what is required of them easily.
Flexibility in templates and budgets - real time visibility of document tracking and DocuSign. Love the APP and that I can access proposals from anywhere.
It is pretty easy to use, update quotes, and see when the viewers are looking at the proposals. The signature and dating piece is straight forward once you get the hang of it.
Pretty standard, decent customer service and good support.
BQE CORE Suite logo
4.5
735

Time & Billing | Project Management | Accounting

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Reviews Sentiment
Positive Reviews
Rating Breakdown
    Value for money
    4.5
    Ease of use
    4.3
    Features
    4.4
    Customer support
    4.6
Pros and Cons from BQE CORE Suite users   
+15
We are still using Quickbooks for accounting for now. The webinars have been great, the support team has been great, our trainer was great.
There are times when a question asked gets bumped up and it takes a long time to correct or answer that you lose track of the problem.
Invoicing is easy and we are impressed with professional looking invoice templates that are easy to read. Also it is easy to manage the outstanding accounts receivable.
The program was often slow and sluggish between screen changes (I have very fast ethernet connection 250mbps DL speed).
Each and everyone of them I have interacted over the years have been amazing. All of them in customer service are tremendously helpful in setting up the software for my new firm.
It was the most expensive waste of time I've experienced in a long while. It's right up there with Yelp advertising.
Billing process is easy and intuitive as we can provide clients with a detailed invoicing if required. Ability to manage subcontractors pretty much like our employees is very helpful.
We have not had any significant problems over the course of using it. At times the interface does require quite a few clicks to get things done.
The QuickBooks integration is very stable and makes sense once you understand it. The user interface looks nice, is operationally smooth and is very responsive both in design and speed.
We love the reports and other methods that allows us view the information helpful to make important business decisions.
While I am still learning and looking at how our company can best utilize CORE in all areas, we are definitely benefitting from using it.
We like the reporting features and use them often, the rich billing features as well. It has taken us away from using a separate software for managing contacts, which is very helpful.
Last but not the least we are enjoying excellent customer service and support.
We have used it for quite a few years now and it has given us good insight into the firms overall performance on projects. We have used those results to fine tune or pricing.
My overall experience with Core is great. I think it is more user friendly on the admin side.
We also use the Retainer aspect which is helpful for our clients, much better than trying to keep track of in manually in excel or quickbooks.
We have been very pleased with all aspects of customer service, the integration team, custom reports team, trainers, and call center for the one off type questions and issues.
This custom report is a great tool for us… color coded – RED, showing when over budget (time or ‘not to exceed’ contract fee).
We are still using Quickbooks for accounting for now. The webinars have been great, the support team has been great, our trainer was great.
There are times when a question asked gets bumped up and it takes a long time to correct or answer that you lose track of the problem.
Invoicing is easy and we are impressed with professional looking invoice templates that are easy to read. Also it is easy to manage the outstanding accounts receivable.
The program was often slow and sluggish between screen changes (I have very fast ethernet connection 250mbps DL speed).
Each and everyone of them I have interacted over the years have been amazing. All of them in customer service are tremendously helpful in setting up the software for my new firm.
It was the most expensive waste of time I've experienced in a long while. It's right up there with Yelp advertising.
Billing process is easy and intuitive as we can provide clients with a detailed invoicing if required. Ability to manage subcontractors pretty much like our employees is very helpful.
We have not had any significant problems over the course of using it. At times the interface does require quite a few clicks to get things done.
The QuickBooks integration is very stable and makes sense once you understand it. The user interface looks nice, is operationally smooth and is very responsive both in design and speed.
We love the reports and other methods that allows us view the information helpful to make important business decisions.
While I am still learning and looking at how our company can best utilize CORE in all areas, we are definitely benefitting from using it.
We like the reporting features and use them often, the rich billing features as well. It has taken us away from using a separate software for managing contacts, which is very helpful.
Last but not the least we are enjoying excellent customer service and support.
We have used it for quite a few years now and it has given us good insight into the firms overall performance on projects. We have used those results to fine tune or pricing.
My overall experience with Core is great. I think it is more user friendly on the admin side.
We also use the Retainer aspect which is helpful for our clients, much better than trying to keep track of in manually in excel or quickbooks.
We have been very pleased with all aspects of customer service, the integration team, custom reports team, trainers, and call center for the one off type questions and issues.
This custom report is a great tool for us… color coded – RED, showing when over budget (time or ‘not to exceed’ contract fee).
We are still using Quickbooks for accounting for now. The webinars have been great, the support team has been great, our trainer was great.
There are times when a question asked gets bumped up and it takes a long time to correct or answer that you lose track of the problem.
Invoicing is easy and we are impressed with professional looking invoice templates that are easy to read. Also it is easy to manage the outstanding accounts receivable.
The program was often slow and sluggish between screen changes (I have very fast ethernet connection 250mbps DL speed).
Each and everyone of them I have interacted over the years have been amazing. All of them in customer service are tremendously helpful in setting up the software for my new firm.
It was the most expensive waste of time I've experienced in a long while. It's right up there with Yelp advertising.
Billing process is easy and intuitive as we can provide clients with a detailed invoicing if required. Ability to manage subcontractors pretty much like our employees is very helpful.
We have not had any significant problems over the course of using it. At times the interface does require quite a few clicks to get things done.
The QuickBooks integration is very stable and makes sense once you understand it. The user interface looks nice, is operationally smooth and is very responsive both in design and speed.
We love the reports and other methods that allows us view the information helpful to make important business decisions.
While I am still learning and looking at how our company can best utilize CORE in all areas, we are definitely benefitting from using it.