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Kickserv vs Zoho CRM Comparison

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Overview

Category Leaders

Built and Trusted By 1000s of Service Pros! Complete Paperless Job Management: Leads, Estimates, Team Scheduling, Running...

Category Leaders

Zoho CRM is a cloud-based customer relationship management (CRM) software that helps businesses of all sizes close deals...

  • Platforms supported
  • Web-based
  • iPhone app
  • Android app
  • Windows Phone app
  • Typical customers
  • Freelancers
  • Small businesses
  • Mid size businesses
  • Large enterprises
  • Customer support
  • Phone
  • Online
  • Knowledge base
  • Video tutorials
  • Platforms supported
  • Web-based
  • iPhone app
  • Android app
  • Windows Phone app
  • Typical customers
  • Freelancers
  • Small businesses
  • Mid size businesses
  • Large enterprises
  • Customer support
  • Phone
  • Online
  • Knowledge base
  • Video tutorials

Video & Screenshots

Pricing

Starting from

47

Per month

  • Free trial available
  • Credit cardless trial
  • Free account
  • Subscription based

Starting from

20

/user

Per month

  • Free trial available
  • Credit cardless trial
  • Free account
  • Subscription based

User reviews

4.4

363

5

4

3

2

1

213

112

24

6

8

  • Value for money
  • Ease of use
  • Features
  • Customer support
93%
would recommend this app

4.3

6.1K

5

4

3

2

1

3K

2.1K

737

164

71

  • Value for money
  • Ease of use
  • Features
  • Customer support
92%
would recommend this app

Pros

I am extremely happy with Kickserv. There is a bit of a learning curve but I am very pleased.
They have excellent customer service that we have found to be responsive and personal. I would recommend Kickserve to anyone looking for a cost effective and well designed customer management system.
If you need help or have questions, tech support is always there ready to help. Actually, a rep called me after signing up to see if I needed help or had any questions and right then, I thought WOW.

Pros

You can build incredibly amazing customer relationship with the most popular and favorite Zoho CRM Software. You can convert extra leads and you can easily increase your revenue.
I like the most about the collaborative easy to use tools with any type of function like customer service, marketing and creating automated responses which are very helpful.
ZOHO CRM is very easy to use, particularly, it offers you the ability to customize its features to fit business goals. It has a great user-friendly interface and easy to navigate.

Cons

The APP has always been very poor and its so hard to use, we've never been able to use it the past 2-3 years because of how poor it is.
Editing estimates does not work correctly. There are problems with payment capturing in Kickserv.
The company has horrible customer support took over a month to correct their error and after multiple calls no response, cannot not recommend to anyone.

Cons

The workflow piece is awful and not intuitive at all. Where all other platforms use actual workflows, Zoho is stuck in the 18th century in its interface.
Really clunky, looks terrible (in terms of UI), and generally a bad CRM tool. I guess you get what you pay for.
It was a mistake and I immediately corrected myself by ignoring Zoho apps. Though I wasted 2 months learning the modules.
  • Vendor responds to reviews
  • Last reviewa month ago
  • Vendor responds to reviews
  • Last review3 days ago

Key features

  • Total features137
  • AB Testing
  • API
  • Access Controls/Permissions
  • Accounting
  • Accounting Integration
  • Activity Dashboard
  • Activity Tracking
  • Alerts/Escalation
  • Alerts/Notifications
  • Appointment Management
  • Appointment Scheduling
  • Asset Lifecycle Management
  • Automated Routing
  • Automated Scheduling
  • Availability Indicator
  • Availability Management
  • Behavior Tracking
  • Bid Management
  • Billing & Invoicing
  • Booking Management
  • Budgeting/Forecasting
  • Business Card/Badge Scanning
  • Business Process Control
  • Buyer Management
  • CRM
  • Calendar Management
  • Calendar Sync
  • Calendar/Reminder System
  • Call Management
  • Campaign Analytics
  • Campaign Management
  • Campaign Planning
  • Campaign Segmentation
  • Cataloging/Categorization
  • Channel Management
  • Chat/Messaging
  • Chemical Usage Tracking
  • Churn Management
  • Client Management
  • Client Portal
  • Client Tracking
  • Client/Property Matching
  • Collaboration Tools
  • Commenting/Notes
  • Commercial Moves
  • Communication Management
  • Communications Management
  • Community Management
  • Configurable Workflow
  • Confirmation/Reminders
  • Contact Database
  • Contact Management
  • Content Delivery
  • Content Library
  • Content Management
  • Contract/License Management
  • Conversion Tracking
  • Correlation Analysis
  • Cost Tracking
  • Credit Card Processing
  • Customer Accounts
  • Customer Activity Tracking
  • Customer Database
  • Customer Engagement
  • Customer Experience Management
  • Customer History
  • Customer Management
  • Customer Portal
  • Customer Segmentation
  • Customer Service Analytics
  • Customer Social Profiles
  • Customer Support
  • Customer Surveys
  • Customizable Branding
  • Customizable CTAs
  • Customizable Fields
  • Customizable Forms
  • Customizable Reports
  • Customizable Templates
  • Customization
  • Dashboard
  • Dashboard Creation
  • Data Import/Export
  • Data Synchronization
  • Data Visualization
  • Debit/Credit Card Processing
  • Digital Signature
  • Dispatch Management
  • Document Imaging
  • Document Management
  • Document Storage
  • Drag & Drop
  • Drip Campaigns
  • Electronic Forms
  • Electronic Payments
  • Electronic Signature
  • Email Alerts
  • Email Distribution
  • Email Management
  • Email Marketing
  • Email Response Control
  • Email Templates
  • Email Tracking
  • Employee Management
  • Employee Scheduling
  • Engagement Tracking
  • Equipment Management
  • Estimating
  • Event Triggered Actions
  • Exception Reporting
  • Expense Tracking
  • FAQ
  • Field Sales Management
  • File Storage
  • Financial Management
  • For AEC Industry
  • For Carpet Cleaners
  • For Commercial and/or Industrial Electrical Contractors
  • For Field Service
  • For Financial Institutions
  • For HVAC Companies
  • For Handyman Industry
  • For Insurance Industry
  • For Janitorial Services
  • For Mac Devices
  • For Moving Companies
  • For Pest Control Companies
  • For Plumbing Industry
  • For Real Estate
  • For Sales Teams/Organizations
  • For Small Businesses
  • For Startups
  • For iPad Devices
  • Forecasting
  • GPS
  • Gamification
  • Geographic Maps
  • Goal Management
  • Graphical Data Presentation
  • Help Desk Management
  • Image Capture
  • Incentive Management
  • Intake Management
  • Interaction Tracking
  • Internal Chat Integration
  • Invoice Management
  • Invoice Processing
  • Job Costing
  • Job Management
  • Job Scheduling
  • Job Tracking
  • Landing Pages/Web Forms
  • Lead Capture
  • Lead Distribution
  • Lead Generation
  • Lead Management
  • Lead Nurturing
  • Lead Qualification
  • Lead Segmentation
  • Live Chat
  • Local Moves
  • Location Tracking
  • Loyalty Program
  • Maintenance Scheduling
  • Marketing Automation
  • Marketing Calendar
  • Meeting Management
  • Messaging
  • Military/GSA Moves
  • Mobile Access
  • Mobile Alerts
  • Mobile App
  • Mobile Payments
  • Mobile Signature Capture
  • Modeling & Simulation
  • Monitoring
  • Multi-Campaign
  • Multi-Channel Communication
  • Multi-Channel Data Collection
  • Multi-Channel Marketing
  • Multi-Currency
  • Multi-Language
  • Multi-Location
  • Multivariate Testing
  • Negative Feedback Management
  • Online Booking
  • Online Payments
  • Online Time Clock
  • Opportunity Management
  • Payment Collection in the Field
  • Payment Processing
  • Performance Management
  • Performance Metrics
  • Pest Activity Tracking
  • Pesticide Usage Tracking
  • Photos/Images
  • Pipeline Management
  • Pipeline Reports
  • Predictive Analytics
  • Preventive Maintenance
  • Prioritization
  • Product Catalog
  • Progress Tracking
  • Project Management
  • Project Tracking
  • Property Layouts
  • Proposal Generation
  • Proposal Management
  • Prospecting Tools
  • Purchase Order Management
  • Purchasing & Receiving
  • QuickBooks Integration
  • Quota Planning
  • Quotes/Estimates
  • ROI Tracking
  • Real Time Analytics
  • Real Time Data
  • Real Time Monitoring
  • Real Time Notifications
  • Real Time Reporting
  • Real-time Scheduling
  • Real-time Updates
  • Recurring Appointments
  • Recurring Invoicing
  • Recurring Orders
  • Recurring Tasks
  • Referral Tracking
  • Relationship Tracking
  • Reminders
  • Repair Tickets
  • Reporting & Statistics
  • Reporting/Analytics
  • Request Escalation
  • Rescheduling
  • Resource Scheduling
  • Rewards Management
  • Role-Based Permissions
  • Route Management
  • Routing
  • Sales Activity Management
  • Sales Analytics
  • Sales Approval
  • Sales Automation
  • Sales Forecasting
  • Sales Pipeline Management
  • Sales Planning
  • Sales Reports
  • Sales Trend Analysis
  • Scheduling
  • Search Marketing
  • Search/Filter
  • Segmentation
  • Self Service Portal
  • Service History
  • Service Level Agreement (SLA) Management
  • Social Marketing
  • Social Media Integration
  • Social Media Monitoring
  • Social Promotion
  • Source Tracking
  • Statistical Analysis
  • Status Tracking
  • Survey/Poll Management
  • Surveys & Feedback
  • Tagging
  • Task Management
  • Task Progress Tracking
  • Task Scheduling
  • Team Assignments
  • Technician Management
  • Template Management
  • Territory Management
  • Text Analysis
  • Third Party Integrations
  • Time & Expense Tracking
  • Time Tracking
  • Training Management
  • Transaction History
  • Trend Analysis
  • User Management
  • Visual Analytics
  • Warranty Tracking
  • Web Forms
  • Web-based Deployment
  • Website Analytics
  • Website Integration
  • Website Visitor Tracking
  • Widgets
  • Wiki
  • Work History
  • Work Order Creation
  • Work Order Management
  • Workflow Management
  • XML/RSS
  • eCommerce Management
  • Total features207
  • AB Testing
  • API
  • Access Controls/Permissions
  • Accounting
  • Accounting Integration
  • Activity Dashboard
  • Activity Tracking
  • Alerts/Escalation
  • Alerts/Notifications
  • Appointment Management
  • Appointment Scheduling
  • Asset Lifecycle Management
  • Automated Routing
  • Automated Scheduling
  • Availability Indicator
  • Availability Management
  • Behavior Tracking
  • Bid Management
  • Billing & Invoicing
  • Booking Management
  • Budgeting/Forecasting
  • Business Card/Badge Scanning
  • Business Process Control
  • Buyer Management
  • CRM
  • Calendar Management
  • Calendar Sync
  • Calendar/Reminder System
  • Call Management
  • Campaign Analytics
  • Campaign Management
  • Campaign Planning
  • Campaign Segmentation
  • Cataloging/Categorization
  • Channel Management
  • Chat/Messaging
  • Chemical Usage Tracking
  • Churn Management
  • Client Management
  • Client Portal
  • Client Tracking
  • Client/Property Matching
  • Collaboration Tools
  • Commenting/Notes
  • Commercial Moves
  • Communication Management
  • Communications Management
  • Community Management
  • Configurable Workflow
  • Confirmation/Reminders
  • Contact Database
  • Contact Management
  • Content Delivery
  • Content Library
  • Content Management
  • Contract/License Management
  • Conversion Tracking
  • Correlation Analysis
  • Cost Tracking
  • Credit Card Processing
  • Customer Accounts
  • Customer Activity Tracking
  • Customer Database
  • Customer Engagement
  • Customer Experience Management
  • Customer History
  • Customer Management
  • Customer Portal
  • Customer Segmentation
  • Customer Service Analytics
  • Customer Social Profiles
  • Customer Support
  • Customer Surveys
  • Customizable Branding
  • Customizable CTAs
  • Customizable Fields
  • Customizable Forms
  • Customizable Reports
  • Customizable Templates
  • Customization
  • Dashboard
  • Dashboard Creation
  • Data Import/Export
  • Data Synchronization
  • Data Visualization
  • Debit/Credit Card Processing
  • Digital Signature
  • Dispatch Management
  • Document Imaging
  • Document Management
  • Document Storage
  • Drag & Drop
  • Drip Campaigns
  • Electronic Forms
  • Electronic Payments
  • Electronic Signature
  • Email Alerts
  • Email Distribution
  • Email Management
  • Email Marketing
  • Email Response Control
  • Email Templates
  • Email Tracking
  • Employee Management
  • Employee Scheduling
  • Engagement Tracking
  • Equipment Management
  • Estimating
  • Event Triggered Actions
  • Exception Reporting
  • Expense Tracking
  • FAQ
  • Field Sales Management
  • File Storage
  • Financial Management
  • For AEC Industry
  • For Carpet Cleaners
  • For Commercial and/or Industrial Electrical Contractors
  • For Field Service
  • For Financial Institutions
  • For HVAC Companies
  • For Handyman Industry
  • For Insurance Industry
  • For Janitorial Services
  • For Mac Devices
  • For Moving Companies
  • For Pest Control Companies
  • For Plumbing Industry
  • For Real Estate
  • For Sales Teams/Organizations
  • For Small Businesses
  • For Startups
  • For iPad Devices
  • Forecasting
  • GPS
  • Gamification
  • Geographic Maps
  • Goal Management
  • Graphical Data Presentation
  • Help Desk Management
  • Image Capture
  • Incentive Management
  • Intake Management
  • Interaction Tracking
  • Internal Chat Integration
  • Invoice Management
  • Invoice Processing
  • Job Costing
  • Job Management
  • Job Scheduling
  • Job Tracking
  • Landing Pages/Web Forms
  • Lead Capture
  • Lead Distribution
  • Lead Generation
  • Lead Management
  • Lead Nurturing
  • Lead Qualification
  • Lead Segmentation
  • Live Chat
  • Local Moves
  • Location Tracking
  • Loyalty Program
  • Maintenance Scheduling
  • Marketing Automation
  • Marketing Calendar
  • Meeting Management
  • Messaging
  • Military/GSA Moves
  • Mobile Access
  • Mobile Alerts
  • Mobile App
  • Mobile Payments
  • Mobile Signature Capture
  • Modeling & Simulation
  • Monitoring
  • Multi-Campaign
  • Multi-Channel Communication
  • Multi-Channel Data Collection
  • Multi-Channel Marketing
  • Multi-Currency
  • Multi-Language
  • Multi-Location
  • Multivariate Testing
  • Negative Feedback Management
  • Online Booking
  • Online Payments
  • Online Time Clock
  • Opportunity Management
  • Payment Collection in the Field
  • Payment Processing
  • Performance Management
  • Performance Metrics
  • Pest Activity Tracking
  • Pesticide Usage Tracking
  • Photos/Images
  • Pipeline Management
  • Pipeline Reports
  • Predictive Analytics
  • Preventive Maintenance
  • Prioritization
  • Product Catalog
  • Progress Tracking
  • Project Management
  • Project Tracking
  • Property Layouts
  • Proposal Generation
  • Proposal Management
  • Prospecting Tools
  • Purchase Order Management
  • Purchasing & Receiving
  • QuickBooks Integration
  • Quota Planning
  • Quotes/Estimates
  • ROI Tracking
  • Real Time Analytics
  • Real Time Data
  • Real Time Monitoring
  • Real Time Notifications
  • Real Time Reporting
  • Real-time Scheduling
  • Real-time Updates
  • Recurring Appointments
  • Recurring Invoicing
  • Recurring Orders
  • Recurring Tasks
  • Referral Tracking
  • Relationship Tracking
  • Reminders
  • Repair Tickets
  • Reporting & Statistics
  • Reporting/Analytics
  • Request Escalation
  • Rescheduling
  • Resource Scheduling
  • Rewards Management
  • Role-Based Permissions
  • Route Management
  • Routing
  • Sales Activity Management
  • Sales Analytics
  • Sales Approval
  • Sales Automation
  • Sales Forecasting
  • Sales Pipeline Management
  • Sales Planning
  • Sales Reports
  • Sales Trend Analysis
  • Scheduling
  • Search Marketing
  • Search/Filter
  • Segmentation
  • Self Service Portal
  • Service History
  • Service Level Agreement (SLA) Management
  • Social Marketing
  • Social Media Integration
  • Social Media Monitoring
  • Social Promotion
  • Source Tracking
  • Statistical Analysis
  • Status Tracking
  • Survey/Poll Management
  • Surveys & Feedback
  • Tagging
  • Task Management
  • Task Progress Tracking
  • Task Scheduling
  • Team Assignments
  • Technician Management
  • Template Management
  • Territory Management
  • Text Analysis
  • Third Party Integrations
  • Time & Expense Tracking
  • Time Tracking
  • Training Management
  • Transaction History
  • Trend Analysis
  • User Management
  • Visual Analytics
  • Warranty Tracking
  • Web Forms
  • Web-based Deployment
  • Website Analytics
  • Website Integration
  • Website Visitor Tracking
  • Widgets
  • Wiki
  • Work History
  • Work Order Creation
  • Work Order Management
  • Workflow Management
  • XML/RSS
  • eCommerce Management

Integrations

  • Total integrations15
  • Adobe Commerce
  • Dropbox Business
  • Google Calendar
  • Google Drive
  • Mailchimp
  • Microsoft 365
  • Microsoft Azure
  • Microsoft Excel
  • Microsoft Outlook
  • NetSuite
  • QuickBooks Online Advanced
  • Quickbooks Online
  • SAP Business One
  • Salesforce Sales Cloud
  • Shopify
  • Slack
  • Stripe
  • WooCommerce
  • Xero
  • Zapier
  • Total integrations504
  • Adobe Commerce
  • Dropbox Business
  • Google Calendar
  • Google Drive
  • Mailchimp
  • Microsoft 365
  • Microsoft Azure
  • Microsoft Excel
  • Microsoft Outlook
  • NetSuite
  • QuickBooks Online Advanced
  • Quickbooks Online
  • SAP Business One
  • Salesforce Sales Cloud
  • Shopify
  • Slack
  • Stripe
  • WooCommerce
  • Xero
  • Zapier

User reviews that mention these apps

JT
AvatarImg

Justin T.

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support

Share this review:

Kickserv logo

Kickserv

A Must Have for Service Companies!

Reviewed 11 years ago

I highly recommend SSK to anyone that utilizes field staff in the service industry. In fact I am sure there could be additional applications such as in salons or spas scheduling beauticians or technicians. Overall win for the user.

Pros

I have been using SSK for several years now and it has had a tremendous positive impact on my business. It was very easy to implement and customize and I have new employees adopting use within a day. We use SSK for scheduling which has a great drag and drop feature for rescheduled jobs. We also pretty much do all of our billing and payments directly through SSK and sync with QuickBooks. It is a great time saver from the time we answer the phone to the time the job is complete and payment is made. To top it off the support is great. I have had very few issues but when they have arisen they were handled promptly and with care. My business without it is tantamount to not having a cell phone in these days and times.

Cons

I would like to see more CRM features.

RC
AvatarImg

Randy C.

Construction, 1-10 employees

Used daily for 1-2 years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

Share this review:

Kickserv logo

Kickserv

Kickserv

Reviewed 4 years ago

Great CRM when used correctly.

Pros

Easily enter, schedule, assign and track appointments/task.

Cons

Cross platform functionality. Works great on Windows, not so well on ISO.

Vendor response

Thank you so much for your kind words, Randy. We really appreciate you taking the time out to share your experience with us.

AR
AvatarImg

Verified reviewer

Environmental Services, 1-10 employees

Used daily for 2+ years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

Share this review:

Kickserv logo

Kickserv

Love this program!

Reviewed a year ago

I absolutely love this program and highly recommend it. The best CRM I have ever used, I have over 20 years plus experience with CRM programs so that says a lot.

Pros

This program talks with Everything! Your QB software, and has an app for out in the field. I can do everything start to finish in this program.

Cons

I would love the ability to color-code technicians out in the field on the calendar.

Vendor response

Hello, 10/10 is awesome! We are glad to hear that you love Kickserv and that we are meeting your needs and expectations! I would love to have the opportunity to speak to you about our color-coding options in Kickserv. You can reach me directly at Juan.herrera@kickserv.com Thank you for taking the time to leave us a review and for being a part of the Kickserv family!

RG
AvatarImg

Rachelle G.

Used weekly for 1-2 years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support

Share this review:

Kickserv logo

Kickserv

Easy to use and a visually pleasing CRM

Reviewed 5 years ago
Pros

I like how the software is easy to use. I enjoy the layout of the CRM and it is visually pleasing to the eye.

Cons

I wish there was a way I could apply a large payment to multiple invoices at one time. Or wish there was a way I could email multiple invoices in 1 email instead of having to do the above in separate emails or separate payments.

Vendor response

Hello Rachelle, Thank you for the feedback. We thrive on the needs and wants of our customers. The single payment applied to multiple invoices is a feature that is on the roadmap. There are some technical challenges involved and we are working to solve those so we can enhance the invoicing work flow which will include statement like capabilities as well.

BL
AvatarImg

Bill L.

Consumer Services,

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

Share this review:

Kickserv logo

Kickserv

Great Software for a 1 to 5 Truck Operation!!

Reviewed 7 years ago
Pros

It was really easy to use. I was able to take my business from 3 employees up to 15 before I started feeling any pain. The estimates were customization with HTML. We were able to add some very cool code that would add offer banners depending on what was in the estimate. It tracks every time your customer opens your estimates. Great for know who to call. The software works well with quickbooks online. The work flow is logical.

Cons

It was week on CRM functions like phone and email integration. The mobile app never worked for us but to be fair our account may have outgrown the design. There was no ability to group several jobs in to a project. This hurts when trying to find sale conversion rates because we often wrote several optional estimate to win 1 project. Not having enough features to take my business for 20 to 50 employees. I would still be using it if they had developed a few more features or integrated tightly with a office CRM. Kickservs has a really nice integration with QBO at the invoices level but none at the prospect or estimate level. If KS's contacts and estimates would of synced and mirrored QBO I Would of found a CRM to layer over KS to get the features I needed.

AJ
AvatarImg

Amir J.

Consumer Services, 1-10 employees

Used daily for 1-2 years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

Share this review:

Kickserv logo

Kickserv

Best CRM Platform!!

Reviewed 4 years ago

-Easy way to download and calculate jobs for accounting. -Great way to have clear access for everyone in the company to the CRM via the app. The detailed and yet simple organizational process with Kickserv has added tremendous value to us.

Pros

-Organization of data and customer list -Convenient way to calculate weekly, monthly jobs sold. -

Cons

-Sometimes it does not load properly -Would be great what time notes are added to NOTES section for each tab

Vendor response

Hello Amir, Thank you for your feedback and EXCELLENT scoring. We have been doing field service work for well over 30 years now. Plus, thank you for your feature request since I was able to submit it within our Product Board.

KN
AvatarImg

Kris N.

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support

Share this review:

Kickserv logo

Kickserv

Sidekick Rocks

Reviewed 11 years ago

I probably recommend Sidekick to someone once a week. I've shopped and used other solutions and Sidekick blows them away in performance, features, price, support - across the board. I even recommend it to people who don't need to track resources because it's so flexible, you can use it as a CRM. Overall, 5 out of 5 stars.

Pros

Super easy to understand and get set up. We were up and running in only 1 day. There's very little training that new users need to use SK. Extremely flexible - I've been able to easily customize the product to show the things we like to see and to run the way we want it. Reports - the capabilities of the reports are amazing. You can build just about any report you can imagine. Price - I get excellent...

Cons

Old data - can be hard to get rid of. I'd like to see a feature where if a user inactivates a custom field, all data in that field on job and customer records can be erased. Text fields - have a limited number of characters so your jobs and client info have to be concise. You can't write a book for a job order. Some features don't quite work the way you would expect (timecards) - they don't actually integrate to QB, so it's kind of a teaser and we spent a fair amount of time trying to use the time tracker only to have to go to another solution.

AvatarImg
AvatarImg

Curtis B.

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support

Share this review:

Kickserv logo

Kickserv

Needs to accommodate Canadian taxes

Reviewed 6 years ago

We were 98% about to sign up with Kickserv as our CRM and work flow system, but their software does not allow functionality for Canadian taxes (GST and PST). I contacted Kickserv about this, but they were not able to offer that functionality at the time, nor offer a suitable work-around, so we had to go with another provider, which is actually based in Canada.

Pros

No pros were added to this review

Cons

No cons were added to this review

DH
AvatarImg

Doug H.

Music, 11-50 employees

Used daily for 2+ years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend7/10

Share this review:

Kickserv logo

Kickserv

Servicing Company - Long-time User

Reviewed a year ago

Generally very good.

Pros

- As a CRM software, we are able to manage all of our customers, scheduling, invoicing and reporting (not as bookkeeping or Financial Statements) in a generally good way. - The inter-connectionedness of the various parts of the software makes it easy to navigate from one function to another. - Although there has been some down time (which can be very difficult because we cannot function), but over...

Cons

- Support is sometimes tedious. - New features added (if we find out about them at all) can be very disruptive to our processes, and confusing. While some of them make sense in a wider world, they sometimes are baffling and frustrating in our business. - We have 2 locations (and hope to have many more) and need to have separate systems. Kickserv requires us to use separate browsers for each. How are...

Vendor response

Thank you Doug for your continued support and taking the time to leave us some feedback. We greatly appreciate it. Know that your feedback does not fall on deaf ears and we are always working on ways to improve Kickserv.

jv
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jessica v.

Maritime, 1-10 employees

Used daily for 2+ years

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Kickserv

Lots of bugs, calendar feature unusable

Reviewed 4 years ago

Horrible

Pros

Easy to learn at first. Sends reminder emails to clients for jobs...

Cons

The calendar is buggy. Will repopulate canceled posts on its own. Has a reoccurring scheduling feature that sometime works sometimes doesn’t. Drop clients for no reason. Been working with kickserve for two years and still no solution to these scheduling errors. They cost me money, frustrate clients, and force me to be ever vigilant so that I have to triple check bugs and scheduling. The only reason I am still with these guys is because it’s too time consuming to switch crms.... this is a horrible Crm for a mid sized or small and growing company... walk away

Vendor response

Hello Jessica and Derek, I spoke with you on the phone. We discussed a better customer flow when managing event cancellations that should prevent issues with our repeating jobs feature. We regret that any confusion and extra work that this may have caused you. As we discussed we are actively working to make our repeating jobs features more dynamic as well as the rest of the program. We appreciate your continued loyalty to work with Kickserv. We aim to exceed expectations.

LR
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Laurie R.

Consumer Services, 1-10 employees

Used daily for 2+ years

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  • Likelihood to recommend10/10

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Kickserv

Most intuitive program I’ve used

Reviewed 2 months ago

Nothing but praise for everything and everyone we ever interacted with. 14 years of happiness!

Pros

We like the Resources Calendar week at a glance the most. Easy to see where every tech is scheduled, how long each job should take, and color coded by type of job, which we set up. This program is very intuitive to use, with large screens and no tiny fields that fill up a screen that you don’t need or care about using. We’ve been forced to use other big name programs by our franchise, which no one we talked to liked at all, but we always kept Kickserv throughout as our main go to. It’s iPhone easy to use! Skip the CRM that advertised during the Super Bowl. We and everyone we know hated it.

Cons

The only thing that was a problem was when it stopped syncing to desktop QuickBooks 2009. We didn’t upgrade QB, and had to manually enter sold jobs. It was worth it to us to not have to buy another QB program

CJ
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Christian J.

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Kickserv

Tried the rest, then found the BEST

Reviewed 7 years ago

I am a small business owner with lofty aspirations. When we started our new brand, our Field Services Software was a HUGE priority. We have tried, tested, and purchased half a dozen of the other field services software applications listed on capterra. I became SO discouraged that when I came around to Kickserv I was looking for the software that, to be frank, sucked the least. I have found THE BEST...

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