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iPad Quoting Applications

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Jobber logo
4.5
733

Quoting, scheduling, & invoicing for home service businesses

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Reviews Sentiment
Positive Reviews
Rating Breakdown
    Value for money
    4.3
    Ease of use
    4.5
    Features
    4.2
    Customer support
    4.5
Pros and Cons from Jobber users   
avatar
+15
Jobber is fairly easy to use once you've had it for a while. They payment integrations are fantastic and the workflow from quote to job completion is great as well.
They are in Canada and the delay on their phone system is frustrating. I got dropped 2x and asked the guy to call me back from his cell phone and he said he wouldn’t.
Very easy to use and was very simple and makes time management more effective. Was great in keeping up with clients and schedules.
The mapping system is TERRIBLE AND IT only allows you to reset the route two times a day.
I like how easy it is to store all my appointments and photos and everything all in one place. It is easy for all my coworkers to share also.
Is technology costly or something. It is MAPPING and we may need to do it more than twice.
The customer service is excellent they got your back and always available to assist right away. Very Happy with Jobber team.
All 10 clients are billed except one and they can’t figure out why. Driving me and my bookkeeper crazy.
I love the features, the price breakdowns are very detailed you know exactly what you’re getting for what you pay for. I love that you get more bang for your buck.
I really enjoyed the ability to access documents digitally pertaining to the job anywhere you go. Also being able to clock in and clock out.
Jobber solved all of those issues for me and saved my company.
It assigns and tracks all work requests, quotes, jobs and tasks. It also does our invoicing and passes data nicely to Quickbooks for great financial reporting.
How amazingly easy was to implement. This was so refreshing, so easy.
With constant updates and an open API, this field service is very robust for any user. Jobber is the future of this industry.
The Chat support rocks and the marketing and sales team is absolutely wonderful. I wish I switched to Jobber months ago.
This software was easy to maneuver and very simplistic.
We started with the free trial while I set up the new app and tried to sell the owner on why it was worth the cost.
Jobber is extremely easy to use once you take the time to set up right.
Jobber is fairly easy to use once you've had it for a while. They payment integrations are fantastic and the workflow from quote to job completion is great as well.
They are in Canada and the delay on their phone system is frustrating. I got dropped 2x and asked the guy to call me back from his cell phone and he said he wouldn’t.
Very easy to use and was very simple and makes time management more effective. Was great in keeping up with clients and schedules.
The mapping system is TERRIBLE AND IT only allows you to reset the route two times a day.
I like how easy it is to store all my appointments and photos and everything all in one place. It is easy for all my coworkers to share also.
Is technology costly or something. It is MAPPING and we may need to do it more than twice.
The customer service is excellent they got your back and always available to assist right away. Very Happy with Jobber team.
All 10 clients are billed except one and they can’t figure out why. Driving me and my bookkeeper crazy.
I love the features, the price breakdowns are very detailed you know exactly what you’re getting for what you pay for. I love that you get more bang for your buck.
I really enjoyed the ability to access documents digitally pertaining to the job anywhere you go. Also being able to clock in and clock out.
Jobber solved all of those issues for me and saved my company.
It assigns and tracks all work requests, quotes, jobs and tasks. It also does our invoicing and passes data nicely to Quickbooks for great financial reporting.
How amazingly easy was to implement. This was so refreshing, so easy.
With constant updates and an open API, this field service is very robust for any user. Jobber is the future of this industry.
The Chat support rocks and the marketing and sales team is absolutely wonderful. I wish I switched to Jobber months ago.
This software was easy to maneuver and very simplistic.
We started with the free trial while I set up the new app and tried to sell the owner on why it was worth the cost.
Jobber is extremely easy to use once you take the time to set up right.
Jobber is fairly easy to use once you've had it for a while. They payment integrations are fantastic and the workflow from quote to job completion is great as well.
They are in Canada and the delay on their phone system is frustrating. I got dropped 2x and asked the guy to call me back from his cell phone and he said he wouldn’t.
Very easy to use and was very simple and makes time management more effective. Was great in keeping up with clients and schedules.
The mapping system is TERRIBLE AND IT only allows you to reset the route two times a day.
I like how easy it is to store all my appointments and photos and everything all in one place. It is easy for all my coworkers to share also.
Is technology costly or something. It is MAPPING and we may need to do it more than twice.
The customer service is excellent they got your back and always available to assist right away. Very Happy with Jobber team.
All 10 clients are billed except one and they can’t figure out why. Driving me and my bookkeeper crazy.
I love the features, the price breakdowns are very detailed you know exactly what you’re getting for what you pay for. I love that you get more bang for your buck.
I really enjoyed the ability to access documents digitally pertaining to the job anywhere you go. Also being able to clock in and clock out.
Jobber solved all of those issues for me and saved my company.
It assigns and tracks all work requests, quotes, jobs and tasks. It also does our invoicing and passes data nicely to Quickbooks for great financial reporting.
How amazingly easy was to implement. This was so refreshing, so easy.
With constant updates and an open API, this field service is very robust for any user. Jobber is the future of this industry.
The Chat support rocks and the marketing and sales team is absolutely wonderful. I wish I switched to Jobber months ago.
This software was easy to maneuver and very simplistic.
We started with the free trial while I set up the new app and tried to sell the owner on why it was worth the cost.
Jobber is extremely easy to use once you take the time to set up right.
PandaDoc logo
4.5
1K

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

visit website
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.
Experlogix CPQ logo
4.4
10

Simplify complex configuration, pricing, and quoting!

visit website
Reviews Sentiment
Positive Reviews
Rating Breakdown
    Value for money
    4.8
    Ease of use
    4.3
    Features
    4.3
    Customer support
    4.3
Pros and Cons from Experlogix CPQ users   
avatar
avatar
avatar
+11
Assists on CRM to a great degree and is very user friendly. I like how I can create same rules to apply to majority or minority of options.
Overall it's more of a problem with how everything was set up instead of a problem with the software, but it has been a pain point.
Integrations with Dynamics 365 are excellent, even with custom fields. Customer service from Experlogix has been top notch.
The time out issues are bad, the quoting approvals take longer than they should and making changes to quotes are very difficult.
Just went live and so far we love it, really expanded our capabilities in more than just order entry.
We have certainly had many performance issues. Some of the error logging/reporting is not quite usable for average modelers.
Overall it seems to be so customizable that is is very capable to meet diverse customer needs. Because of that, it is easy to end up with a very convoluted or complex instance in Design Center.
Lack of native version control and collaborative features for modelers (at least in older versions). Lack of native quality of life features when writing formulas.
Good Customer Support and Easy-to-learn Excel Logic.
Everything is so easy once it’s setup properly. Now I have to be honest that there are some bugs here and there and hopefully it can be fixed asap.
Complete control over the UI design. The ability to deploy to different environments in a lightweight fashion.
Ease of setup and configuration, it's not perfect but easiest I've ever used. Rules and formulas are very robust giving you more than one way to solve a problem.
It also has logic very similar to Excel for building formulas, so if you understand Excel formulas it's easy to pick up.
You can configure anything you want using the design center with minimal knowledge about codings. You need to know how series, models, properties, formula and rules work.
Assists on CRM to a great degree and is very user friendly. I like how I can create same rules to apply to majority or minority of options.
Overall it's more of a problem with how everything was set up instead of a problem with the software, but it has been a pain point.
Integrations with Dynamics 365 are excellent, even with custom fields. Customer service from Experlogix has been top notch.
The time out issues are bad, the quoting approvals take longer than they should and making changes to quotes are very difficult.
Just went live and so far we love it, really expanded our capabilities in more than just order entry.
We have certainly had many performance issues. Some of the error logging/reporting is not quite usable for average modelers.
Overall it seems to be so customizable that is is very capable to meet diverse customer needs. Because of that, it is easy to end up with a very convoluted or complex instance in Design Center.
Lack of native version control and collaborative features for modelers (at least in older versions). Lack of native quality of life features when writing formulas.
Good Customer Support and Easy-to-learn Excel Logic.
Everything is so easy once it’s setup properly. Now I have to be honest that there are some bugs here and there and hopefully it can be fixed asap.
Complete control over the UI design. The ability to deploy to different environments in a lightweight fashion.
Ease of setup and configuration, it's not perfect but easiest I've ever used. Rules and formulas are very robust giving you more than one way to solve a problem.
It also has logic very similar to Excel for building formulas, so if you understand Excel formulas it's easy to pick up.
You can configure anything you want using the design center with minimal knowledge about codings. You need to know how series, models, properties, formula and rules work.
Assists on CRM to a great degree and is very user friendly. I like how I can create same rules to apply to majority or minority of options.
Overall it's more of a problem with how everything was set up instead of a problem with the software, but it has been a pain point.
Integrations with Dynamics 365 are excellent, even with custom fields. Customer service from Experlogix has been top notch.
The time out issues are bad, the quoting approvals take longer than they should and making changes to quotes are very difficult.
Just went live and so far we love it, really expanded our capabilities in more than just order entry.
We have certainly had many performance issues. Some of the error logging/reporting is not quite usable for average modelers.
Overall it seems to be so customizable that is is very capable to meet diverse customer needs. Because of that, it is easy to end up with a very convoluted or complex instance in Design Center.
Lack of native version control and collaborative features for modelers (at least in older versions). Lack of native quality of life features when writing formulas.
Good Customer Support and Easy-to-learn Excel Logic.
Everything is so easy once it’s setup properly. Now I have to be honest that there are some bugs here and there and hopefully it can be fixed asap.
Complete control over the UI design. The ability to deploy to different environments in a lightweight fashion.
Ease of setup and configuration, it's not perfect but easiest I've ever used. Rules and formulas are very robust giving you more than one way to solve a problem.
It also has logic very similar to Excel for building formulas, so if you understand Excel formulas it's easy to pick up.
You can configure anything you want using the design center with minimal knowledge about codings. You need to know how series, models, properties, formula and rules work.
Scoro logo
4.6
233

Successful projects from quote to cash.

visit website
Reviews Sentiment
Positive Reviews
Rating Breakdown
    Value for money
    4.3
    Ease of use
    4.4
    Features
    4.4
    Customer support
    4.5
Pros and Cons from Scoro users   
avatar
avatar
avatar
+15
The best, easiest business software. I recommend for everyone who wants quick and effective solution.
For me, filtering is difficult. If you mark Make Task done, you will have to create a new reminder for yourself - it disturbs that there will be additional movement for me in this regard.
And it doesn't cost too much, so it's affordable which is a good thing, it is accessible online businesses like ours. The most important part is that is fast.
It's hard to name what might be uncomfortable using you product.
Sharing an agenda is also useful since it helps people avoid accidentally scheduling meetings at the same time. Finally, it's fantastic that you can integrate with calendars like Google Calendar.
Marketing and CRM are very poor, suggest a bolt on to Zoho CRM Plus.
It was easy to incorporate into our existing business structure. It has great features like Project tracking and Reporting, the calendar, and the task tracking section.
I have been writeing about disturbingly small (number) filelds several times - no reaction.
In a team of creatives, it is visually good to use. Everything is nice and simple to setup and everything is so well linked to navigate easily.
My experience has been outstanding. My entire work life is in Scoro.
The price is great for this product. We were looking for an easy budgeting tool for our department and Scoro fit the bill.
I also appreciate the software's ability to integrate with other tools such as Dropbox, Google Drive, and Quickbooks, making it easy to sync data across platforms.
Ease of use, advanced reporting. Advanced financing features and quoting to order ease of use.
The recent introduction of the Gannt chart is fantastic.
Ease of use and customization, covers many business tasks, very good customer support.
It is great that it is web-based - possible to connect from any device and location.
Very good customer support- questions are answered quickly and they always try to find solutions.
The web interface is really well designed and easy to use.
The best, easiest business software. I recommend for everyone who wants quick and effective solution.
For me, filtering is difficult. If you mark Make Task done, you will have to create a new reminder for yourself - it disturbs that there will be additional movement for me in this regard.
And it doesn't cost too much, so it's affordable which is a good thing, it is accessible online businesses like ours. The most important part is that is fast.
It's hard to name what might be uncomfortable using you product.
Sharing an agenda is also useful since it helps people avoid accidentally scheduling meetings at the same time. Finally, it's fantastic that you can integrate with calendars like Google Calendar.
Marketing and CRM are very poor, suggest a bolt on to Zoho CRM Plus.
It was easy to incorporate into our existing business structure. It has great features like Project tracking and Reporting, the calendar, and the task tracking section.
I have been writeing about disturbingly small (number) filelds several times - no reaction.
In a team of creatives, it is visually good to use. Everything is nice and simple to setup and everything is so well linked to navigate easily.
My experience has been outstanding. My entire work life is in Scoro.
The price is great for this product. We were looking for an easy budgeting tool for our department and Scoro fit the bill.
I also appreciate the software's ability to integrate with other tools such as Dropbox, Google Drive, and Quickbooks, making it easy to sync data across platforms.
Ease of use, advanced reporting. Advanced financing features and quoting to order ease of use.
The recent introduction of the Gannt chart is fantastic.
Ease of use and customization, covers many business tasks, very good customer support.
It is great that it is web-based - possible to connect from any device and location.
Very good customer support- questions are answered quickly and they always try to find solutions.
The web interface is really well designed and easy to use.
The best, easiest business software. I recommend for everyone who wants quick and effective solution.
For me, filtering is difficult. If you mark Make Task done, you will have to create a new reminder for yourself - it disturbs that there will be additional movement for me in this regard.
And it doesn't cost too much, so it's affordable which is a good thing, it is accessible online businesses like ours. The most important part is that is fast.
It's hard to name what might be uncomfortable using you product.
Sharing an agenda is also useful since it helps people avoid accidentally scheduling meetings at the same time. Finally, it's fantastic that you can integrate with calendars like Google Calendar.
Marketing and CRM are very poor, suggest a bolt on to Zoho CRM Plus.
It was easy to incorporate into our existing business structure. It has great features like Project tracking and Reporting, the calendar, and the task tracking section.
I have been writeing about disturbingly small (number) filelds several times - no reaction.
In a team of creatives, it is visually good to use. Everything is nice and simple to setup and everything is so well linked to navigate easily.
My experience has been outstanding. My entire work life is in Scoro.
The price is great for this product. We were looking for an easy budgeting tool for our department and Scoro fit the bill.
I also appreciate the software's ability to integrate with other tools such as Dropbox, Google Drive, and Quickbooks, making it easy to sync data across platforms.
Ease of use, advanced reporting. Advanced financing features and quoting to order ease of use.
The recent introduction of the Gannt chart is fantastic.
Ease of use and customization, covers many business tasks, very good customer support.
It is great that it is web-based - possible to connect from any device and location.
Very good customer support- questions are answered quickly and they always try to find solutions.
The web interface is really well designed and easy to use.
EZLynx logo
3.7
67

Your most productive employee

visit website
Reviews Sentiment
Positive Reviews
Rating Breakdown
    Value for money
    3.3
    Ease of use
    3.6
    Features
    3.3
    Customer support
    3.3
Pros and Cons from EZLynx users   
avatar
avatar
avatar
+15
This product has saved me HOURS of doing competitive quoting. It was the best decision our office has ever made.
Terrible reporting features, not able to run birthdays with everything else. Bad customer support/on boarding and training.
It’s better to call tech support with EZLynx than sending in a ticket through their automated reporting. This is a great tool that we are able to use to highly improve efficiency.
The support is not always timely when you need assistance on an error or updating data, you sometimes need to leave a message and wait for a call back.
Supports most carriers and best integration with them. Good intergration with HawkSoft and other agency management systems.
I cancelled it a while back. N ow I'm looking at switching to PL rater because they say their prefill works plus they have integration with mvrs to look up tickets and accident.
Overall, it was a great program. Tutorials were very helpful.
Trying to build a new report is even worse. The customer support for reporting is non-existent.
I liked the pricing and the features. I liked the fact that this is a simple industry specfice CMS.
Obtaining accurate reports is very difficult. They are often broken and will timeout during download.
Very easy to use and very helpful when extracting monthly reports.
They gave me an e-mail for someone to complain to. She responds to pacify me but nothing get's done about the issues I'm having.
Easy navigation, better learning and easy access.
The data loss is literally stopping my job until our reporting issues are fixed.
Reports are very helpful. Email campaigns helps us grow.
Report function and CMS are weak. I am not a "report" person but what we have available is subpar.
EZlynx has a ton of features. I really like that you can go directly from someones account and to quoting.
We no longer need to go into each company's website to do quotes. We go to this website, and it is a one-stop shop to compare pricing initially.
This product has saved me HOURS of doing competitive quoting. It was the best decision our office has ever made.
Terrible reporting features, not able to run birthdays with everything else. Bad customer support/on boarding and training.
It’s better to call tech support with EZLynx than sending in a ticket through their automated reporting. This is a great tool that we are able to use to highly improve efficiency.
The support is not always timely when you need assistance on an error or updating data, you sometimes need to leave a message and wait for a call back.
Supports most carriers and best integration with them. Good intergration with HawkSoft and other agency management systems.
I cancelled it a while back. N ow I'm looking at switching to PL rater because they say their prefill works plus they have integration with mvrs to look up tickets and accident.
Overall, it was a great program. Tutorials were very helpful.
Trying to build a new report is even worse. The customer support for reporting is non-existent.
I liked the pricing and the features. I liked the fact that this is a simple industry specfice CMS.
Obtaining accurate reports is very difficult. They are often broken and will timeout during download.
Very easy to use and very helpful when extracting monthly reports.
They gave me an e-mail for someone to complain to. She responds to pacify me but nothing get's done about the issues I'm having.
Easy navigation, better learning and easy access.
The data loss is literally stopping my job until our reporting issues are fixed.
Reports are very helpful. Email campaigns helps us grow.
Report function and CMS are weak. I am not a "report" person but what we have available is subpar.
EZlynx has a ton of features. I really like that you can go directly from someones account and to quoting.
We no longer need to go into each company's website to do quotes. We go to this website, and it is a one-stop shop to compare pricing initially.
This product has saved me HOURS of doing competitive quoting. It was the best decision our office has ever made.
Terrible reporting features, not able to run birthdays with everything else. Bad customer support/on boarding and training.
It’s better to call tech support with EZLynx than sending in a ticket through their automated reporting. This is a great tool that we are able to use to highly improve efficiency.
The support is not always timely when you need assistance on an error or updating data, you sometimes need to leave a message and wait for a call back.
Supports most carriers and best integration with them. Good intergration with HawkSoft and other agency management systems.
I cancelled it a while back. N ow I'm looking at switching to PL rater because they say their prefill works plus they have integration with mvrs to look up tickets and accident.
Overall, it was a great program. Tutorials were very helpful.
Trying to build a new report is even worse. The customer support for reporting is non-existent.
I liked the pricing and the features. I liked the fact that this is a simple industry specfice CMS.
Obtaining accurate reports is very difficult. They are often broken and will timeout during download.
Very easy to use and very helpful when extracting monthly reports.
They gave me an e-mail for someone to complain to. She responds to pacify me but nothing get's done about the issues I'm having.
Easy navigation, better learning and easy access.
The data loss is literally stopping my job until our reporting issues are fixed.
Reports are very helpful. Email campaigns helps us grow.
Report function and CMS are weak. I am not a "report" person but what we have available is subpar.
EZlynx has a ton of features. I really like that you can go directly from someones account and to quoting.
We no longer need to go into each company's website to do quotes. We go to this website, and it is a one-stop shop to compare pricing initially.
Infor CPQ logo
4.0
4

CPQ platform with visual quoting & dynamic pricing.

visit website
Reviews Sentiment
Positive Reviews
Rating Breakdown
    Value for money
    3.3
    Ease of use
    2.5
    Features
    4.0
    Customer support
    3.3
Pros and Cons from Infor CPQ users   
No pros & cons found
Odoo  logo

Odoo

4.1
788

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.
Xero logo

Xero

4.4
2.8K

Accounting software for small business

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Reviews Sentiment
Positive Reviews
Rating Breakdown
    Value for money
    4.2
    Ease of use
    4.3
    Features
    4.3
    Customer support
    4.0
Pros and Cons from Xero users   
avatar
+15
I love the app and gives me accounting on the go. Helps me track invoices and profits with ease.
There are no delivery notes/packing slips. They tout a "workaround" but be warned, it's exactly 10 extra clicks so it's really not an option if you need this feature.
The ease of use and reputation are by far the greatest part of this product. In addition to this, the range of potential integrations is fantastic.
Our main complaint is that Xero stopped doing payroll in 2018, so now you have to pay an additional fee to a payroll processor such as Gusto.
Really easy to submit expenses, categorise them and check the progress of you submitted expense - super easy to do all from the app.
Changing accounting software from Xero is a horrible experience. They make it very difficult to pivot to other software.
Great that our external accountants and legal support can access online as they need. Seems to be continuously evolving and its reassuring to see ongoing development of the product.
Removing/deleting of transactions and line items are difficult, imported by error and had to delete one by one.
I very much like the ease of uploading expenses to Xero and the fact that you can save photos of your receipts rather than keep loads of paper receipts.
At times it can be frustrating that the only way to deal with customer service is via online, written support.
I think that Xero is easy to use and setup, and the UI is great for beginners to use. Overall very friendly to the eyes.
Xero has been easy to use, it's streamlined our invoicing processes and ensured that the right members of the team all have suitable appropriate access and knows what's happening financially.
Great Small Biz and Association software - Great Price.
I loved how easy it was to integrate XERO with my bank accounts and Paypal.
Solid and simple cloud accounting solution that is easy to navigate and customise.
Xero is easy to use and is widely adopted. It has a nice UI and quite a few different integrations that make keeping it updated easier.
Easy to use and implement and cost is very attractive.
Project tracking and automatic updates. Very supportive & available customer support.
I love the app and gives me accounting on the go. Helps me track invoices and profits with ease.
There are no delivery notes/packing slips. They tout a "workaround" but be warned, it's exactly 10 extra clicks so it's really not an option if you need this feature.
The ease of use and reputation are by far the greatest part of this product. In addition to this, the range of potential integrations is fantastic.
Our main complaint is that Xero stopped doing payroll in 2018, so now you have to pay an additional fee to a payroll processor such as Gusto.
Really easy to submit expenses, categorise them and check the progress of you submitted expense - super easy to do all from the app.
Changing accounting software from Xero is a horrible experience. They make it very difficult to pivot to other software.
Great that our external accountants and legal support can access online as they need. Seems to be continuously evolving and its reassuring to see ongoing development of the product.
Removing/deleting of transactions and line items are difficult, imported by error and had to delete one by one.
I very much like the ease of uploading expenses to Xero and the fact that you can save photos of your receipts rather than keep loads of paper receipts.
At times it can be frustrating that the only way to deal with customer service is via online, written support.
I think that Xero is easy to use and setup, and the UI is great for beginners to use. Overall very friendly to the eyes.
Xero has been easy to use, it's streamlined our invoicing processes and ensured that the right members of the team all have suitable appropriate access and knows what's happening financially.
Great Small Biz and Association software - Great Price.
I loved how easy it was to integrate XERO with my bank accounts and Paypal.
Solid and simple cloud accounting solution that is easy to navigate and customise.
Xero is easy to use and is widely adopted. It has a nice UI and quite a few different integrations that make keeping it updated easier.
Easy to use and implement and cost is very attractive.
Project tracking and automatic updates. Very supportive & available customer support.
I love the app and gives me accounting on the go. Helps me track invoices and profits with ease.
There are no delivery notes/packing slips. They tout a "workaround" but be warned, it's exactly 10 extra clicks so it's really not an option if you need this feature.
The ease of use and reputation are by far the greatest part of this product. In addition to this, the range of potential integrations is fantastic.
Our main complaint is that Xero stopped doing payroll in 2018, so now you have to pay an additional fee to a payroll processor such as Gusto.
Really easy to submit expenses, categorise them and check the progress of you submitted expense - super easy to do all from the app.
Changing accounting software from Xero is a horrible experience. They make it very difficult to pivot to other software.
Great that our external accountants and legal support can access online as they need. Seems to be continuously evolving and its reassuring to see ongoing development of the product.
Removing/deleting of transactions and line items are difficult, imported by error and had to delete one by one.
I very much like the ease of uploading expenses to Xero and the fact that you can save photos of your receipts rather than keep loads of paper receipts.
At times it can be frustrating that the only way to deal with customer service is via online, written support.
I think that Xero is easy to use and setup, and the UI is great for beginners to use. Overall very friendly to the eyes.
Xero has been easy to use, it's streamlined our invoicing processes and ensured that the right members of the team all have suitable appropriate access and knows what's happening financially.
Great Small Biz and Association software - Great Price.
I loved how easy it was to integrate XERO with my bank accounts and Paypal.
Solid and simple cloud accounting solution that is easy to navigate and customise.
Xero is easy to use and is widely adopted. It has a nice UI and quite a few different integrations that make keeping it updated easier.
Easy to use and implement and cost is very attractive.
Project tracking and automatic updates. Very supportive & available customer support.
JobNimbus logo
4.6
475

Be more professional, profitable, efficient, and organized.

learn more
Reviews Sentiment
Positive Reviews
Rating Breakdown
    Value for money
    4.6
    Ease of use
    4.6
    Features
    4.4
    Customer support
    4.5
Pros and Cons from JobNimbus users   
+15
I love how user friendly the programming is. I like how easy it is to track proejcts and communicate with others on this system.
This is annoying because there can be 10 notes between the note you are replying to and your reply so following is confusing.
Pricing/proposal templates were easy to use and easy to customize. Loved the mobile app, especially a big fan of the called ID feature.
The way you select the date and time is really a pain in the ass. Try it you'll see what I mean.
This program was great when were were starting out as a new company and was helpful in tracking progress. We have since moved onto a more versatile platform.
Currently, there is no option to print photos in a report format. Odd, because you can create a report for just about everything else.
Overall I love the product and I am glad it is linked with other products to make running a business so seamless.
The reports are cumbersome. The templates are hard to use because there are no page break options yet.
The best thing about JobNimbus is the staff behind it. The customer service is outstanding.
I like being able to customize functions and menus and get creative with reminder emails and templates I love using this software.
Learning Curve - This is fairly easy to learn software, and the online tutorials are good. Support - The support team is exceptional, they are knowledgeable and quick to resolve issues.
They are constantly adding new integrations and that is awesome. It was also extremely customizable so you could make it fit your needs.
The people in customer service and very friendly. Their software is very friendly to our users too.
We love the integration with Beacon, that has been a huge help.
Overall a great program that is constantly improving. We would go back in a heartbeat if the program we are currently using doesn't work out.
The software is really user friendly and comes with tons pre-settings that have worked perfect for oour company.
I like the way it helps me to keeps things organized, and how it syncs with our QuickBooks program.
That also adds some concerns to the pricing. While we were using them the price was excellent, but they have integrated over a dozen new programs and I'm sure the price has gone up.
I love how user friendly the programming is. I like how easy it is to track proejcts and communicate with others on this system.
This is annoying because there can be 10 notes between the note you are replying to and your reply so following is confusing.
Pricing/proposal templates were easy to use and easy to customize. Loved the mobile app, especially a big fan of the called ID feature.
The way you select the date and time is really a pain in the ass. Try it you'll see what I mean.
This program was great when were were starting out as a new company and was helpful in tracking progress. We have since moved onto a more versatile platform.
Currently, there is no option to print photos in a report format. Odd, because you can create a report for just about everything else.
Overall I love the product and I am glad it is linked with other products to make running a business so seamless.
The reports are cumbersome. The templates are hard to use because there are no page break options yet.
The best thing about JobNimbus is the staff behind it. The customer service is outstanding.
I like being able to customize functions and menus and get creative with reminder emails and templates I love using this software.
Learning Curve - This is fairly easy to learn software, and the online tutorials are good. Support - The support team is exceptional, they are knowledgeable and quick to resolve issues.
They are constantly adding new integrations and that is awesome. It was also extremely customizable so you could make it fit your needs.
The people in customer service and very friendly. Their software is very friendly to our users too.
We love the integration with Beacon, that has been a huge help.
Overall a great program that is constantly improving. We would go back in a heartbeat if the program we are currently using doesn't work out.
The software is really user friendly and comes with tons pre-settings that have worked perfect for oour company.
I like the way it helps me to keeps things organized, and how it syncs with our QuickBooks program.
That also adds some concerns to the pricing. While we were using them the price was excellent, but they have integrated over a dozen new programs and I'm sure the price has gone up.
I love how user friendly the programming is. I like how easy it is to track proejcts and communicate with others on this system.
This is annoying because there can be 10 notes between the note you are replying to and your reply so following is confusing.
Pricing/proposal templates were easy to use and easy to customize. Loved the mobile app, especially a big fan of the called ID feature.
The way you select the date and time is really a pain in the ass. Try it you'll see what I mean.
This program was great when were were starting out as a new company and was helpful in tracking progress. We have since moved onto a more versatile platform.
Currently, there is no option to print photos in a report format. Odd, because you can create a report for just about everything else.
Overall I love the product and I am glad it is linked with other products to make running a business so seamless.
The reports are cumbersome. The templates are hard to use because there are no page break options yet.
The best thing about JobNimbus is the staff behind it. The customer service is outstanding.
I like being able to customize functions and menus and get creative with reminder emails and templates I love using this software.
Learning Curve - This is fairly easy to learn software, and the online tutorials are good. Support - The support team is exceptional, they are knowledgeable and quick to resolve issues.
They are constantly adding new integrations and that is awesome. It was also extremely customizable so you could make it fit your needs.
The people in customer service and very friendly. Their software is very friendly to our users too.
We love the integration with Beacon, that has been a huge help.
Overall a great program that is constantly improving. We would go back in a heartbeat if the program we are currently using doesn't work out.
The software is really user friendly and comes with tons pre-settings that have worked perfect for oour company.
I like the way it helps me to keeps things organized, and how it syncs with our QuickBooks program.
That also adds some concerns to the pricing. While we were using them the price was excellent, but they have integrated over a dozen new programs and I'm sure the price has gone up.
Keap logo
4.1
1.2K

An all-in-one CRM, sales and marketing automation software

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Reviews Sentiment
Positive Reviews
Rating Breakdown
    Value for money
    3.8
    Ease of use
    3.5
    Features
    4.1
    Customer support
    4.1
Pros and Cons from Keap users   
avatar
+15
The interface is clean and easy to use. On first impressions it looked like the re-brand from InfusionSoft was a move good to keep things more simple.
When you leave it idle, rather than timing out gracefully, you lose any unsaved info. I know that's more of a "my workflow, why the hell aren't you saving your work" issue, but it's still annoying.
I love this product, it is the best when you get advanced marketing experience and a big mail list, you can really do magic with it with the advanced action based segmentation.
Sick and tired of paying money for something no one can make function and do what I need.
I had some great help with getting everything set up and I find the email automation system quite easy to use and understand, which is great as it has gotten me to do a lot more with automation.
Infusionsoft refuses to make simple fixes. Terrible for business to business.
Technical support for the most part has been great, they are very patient and friendly.
The system is horribly confusing so much so that their own people have no idea what they are doing. They don't test or check their own work.
It is a good tool for marketing campaigns and generating insights. Their CRM tool is also good and a have the required functionalities.
As someone in business for 10+ yrs, this is a terrible experience.
I like how easy it is to use. I like that you can change the dashboard and main screen to show only the information you want to see.
Poor integrations, could not load the data on an ongoing basis as we wanted to.
It especially great for startups (my case), since the price point is very reasonable and the customer service is exceptionally helpful. I would reccomend it to other colleagues 100.
This can make it difficult to manage if you have multiple types of tags.
This was easy to integrate with fix your funnel which i absolutely loved using. You were able to send multiple texts to gym members very easy and do a lot of cool things such as make groups etc.
I loved the tags and advanced segmentation I can do with my marketing funnel. I can tag users based on their actions.
Lots of third party integrations, and a robust API. Very helpful community for questions with actual developers there.
Over all very satisfied. It does exactly what we need it to do for our company and for the clients.
The interface is clean and easy to use. On first impressions it looked like the re-brand from InfusionSoft was a move good to keep things more simple.
When you leave it idle, rather than timing out gracefully, you lose any unsaved info. I know that's more of a "my workflow, why the hell aren't you saving your work" issue, but it's still annoying.
I love this product, it is the best when you get advanced marketing experience and a big mail list, you can really do magic with it with the advanced action based segmentation.
Sick and tired of paying money for something no one can make function and do what I need.
I had some great help with getting everything set up and I find the email automation system quite easy to use and understand, which is great as it has gotten me to do a lot more with automation.
Infusionsoft refuses to make simple fixes. Terrible for business to business.
Technical support for the most part has been great, they are very patient and friendly.
The system is horribly confusing so much so that their own people have no idea what they are doing. They don't test or check their own work.
It is a good tool for marketing campaigns and generating insights. Their CRM tool is also good and a have the required functionalities.
As someone in business for 10+ yrs, this is a terrible experience.
I like how easy it is to use. I like that you can change the dashboard and main screen to show only the information you want to see.
Poor integrations, could not load the data on an ongoing basis as we wanted to.
It especially great for startups (my case), since the price point is very reasonable and the customer service is exceptionally helpful. I would reccomend it to other colleagues 100.
This can make it difficult to manage if you have multiple types of tags.
This was easy to integrate with fix your funnel which i absolutely loved using. You were able to send multiple texts to gym members very easy and do a lot of cool things such as make groups etc.
I loved the tags and advanced segmentation I can do with my marketing funnel. I can tag users based on their actions.
Lots of third party integrations, and a robust API. Very helpful community for questions with actual developers there.
Over all very satisfied. It does exactly what we need it to do for our company and for the clients.
The interface is clean and easy to use. On first impressions it looked like the re-brand from InfusionSoft was a move good to keep things more simple.
When you leave it idle, rather than timing out gracefully, you lose any unsaved info. I know that's more of a "my workflow, why the hell aren't you saving your work" issue, but it's still annoying.
I love this product, it is the best when you get advanced marketing experience and a big mail list, you can really do magic with it with the advanced action based segmentation.
Sick and tired of paying money for something no one can make function and do what I need.
I had some great help with getting everything set up and I find the email automation system quite easy to use and understand, which is great as it has gotten me to do a lot more with automation.
Infusionsoft refuses to make simple fixes. Terrible for business to business.
Technical support for the most part has been great, they are very patient and friendly.
The system is horribly confusing so much so that their own people have no idea what they are doing. They don't test or check their own work.
It is a good tool for marketing campaigns and generating insights. Their CRM tool is also good and a have the required functionalities.
As someone in business for 10+ yrs, this is a terrible experience.
I like how easy it is to use. I like that you can change the dashboard and main screen to show only the information you want to see.
Poor integrations, could not load the data on an ongoing basis as we wanted to.
It especially great for startups (my case), since the price point is very reasonable and the customer service is exceptionally helpful. I would reccomend it to other colleagues 100.
This can make it difficult to manage if you have multiple types of tags.
This was easy to integrate with fix your funnel which i absolutely loved using. You were able to send multiple texts to gym members very easy and do a lot of cool things such as make groups etc.
I loved the tags and advanced segmentation I can do with my marketing funnel. I can tag users based on their actions.
Lots of third party integrations, and a robust API. Very helpful community for questions with actual developers there.
Over all very satisfied. It does exactly what we need it to do for our company and for the clients.
mHelpDesk logo
4.3
817

Win more jobs and grow your business with mHelpDesk!

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Reviews Sentiment
Positive Reviews
Rating Breakdown
    Value for money
    3.9
    Ease of use
    4.3
    Features
    4.0
    Customer support
    4.4
Pros and Cons from mHelpDesk users   
avatar
avatar
+15
Easy to navigate, helpful tutorials and responsive in the moment assistance and overall great customer service.
Very complicated, problems syncing, workflow is horrible, not efficient. Went to cancel after 5 days and was told I couldn't get any of my money back after I had paid for a full month.
The free trial, the ease of setup and very reasonable price, along with supreme customer support; I could not have asked for a better company and product.
No one who works there knows in the ins and outs of the program and they never can give consistent answers. Our company had lost thousands of dollars by implementing this application.
We love the simplicity and straightforward design of this service management solution. QuickBooks integration is a great timesaver.
It is an embarrassment to our company when using it in the field and has only been a headache from day one. Do yourself a favor and DO NOT BUY THIS SOFTWARE.
The product is a great concept, and when we first started, it was good. The form is very intuitive, easy to change, like the workflow system.
For example, it has some glaringly missing auditing capabilities. A person can assign an Item in a Work Order/Jobs under another person's name, and there is no record of who did it for accountability.
We initially liked this platform because for what we needed it was one of the best values out there at the time.
System is EXTREMELY LIMITED in what it can actually do.
Best thing about MHelpDesk is that its all online and they have very supportive customer service reps.
Good service industry tool and a small business must have for techs, work orders and mamanging pretty much everything.
The product is very easy to use. The report section is terrific, especially when looking for errors and omissions done by other users.
The calendar integration with Google worked well and the appointment processing flow was good enough. Invoicing and job dollar tracking worked OK as well.
Building jobs and estimates. Sales department is good.
My overall experience was great It managed everything that i needed without me having to leave this platform at any time.
Their customer service team answers and solves issues within minutes. They definitely know their software and ways to make it fit your needs.
Billing is a breeze with in the email feature you send to your customers. They can pay directly with PayPal or Credit Card account.
Easy to navigate, helpful tutorials and responsive in the moment assistance and overall great customer service.
Very complicated, problems syncing, workflow is horrible, not efficient. Went to cancel after 5 days and was told I couldn't get any of my money back after I had paid for a full month.
The free trial, the ease of setup and very reasonable price, along with supreme customer support; I could not have asked for a better company and product.
No one who works there knows in the ins and outs of the program and they never can give consistent answers. Our company had lost thousands of dollars by implementing this application.
We love the simplicity and straightforward design of this service management solution. QuickBooks integration is a great timesaver.
It is an embarrassment to our company when using it in the field and has only been a headache from day one. Do yourself a favor and DO NOT BUY THIS SOFTWARE.
The product is a great concept, and when we first started, it was good. The form is very intuitive, easy to change, like the workflow system.
For example, it has some glaringly missing auditing capabilities. A person can assign an Item in a Work Order/Jobs under another person's name, and there is no record of who did it for accountability.
We initially liked this platform because for what we needed it was one of the best values out there at the time.
System is EXTREMELY LIMITED in what it can actually do.
Best thing about MHelpDesk is that its all online and they have very supportive customer service reps.
Good service industry tool and a small business must have for techs, work orders and mamanging pretty much everything.
The product is very easy to use. The report section is terrific, especially when looking for errors and omissions done by other users.
The calendar integration with Google worked well and the appointment processing flow was good enough. Invoicing and job dollar tracking worked OK as well.
Building jobs and estimates. Sales department is good.
My overall experience was great It managed everything that i needed without me having to leave this platform at any time.
Their customer service team answers and solves issues within minutes. They definitely know their software and ways to make it fit your needs.
Billing is a breeze with in the email feature you send to your customers. They can pay directly with PayPal or Credit Card account.
Easy to navigate, helpful tutorials and responsive in the moment assistance and overall great customer service.
Very complicated, problems syncing, workflow is horrible, not efficient. Went to cancel after 5 days and was told I couldn't get any of my money back after I had paid for a full month.
The free trial, the ease of setup and very reasonable price, along with supreme customer support; I could not have asked for a better company and product.
No one who works there knows in the ins and outs of the program and they never can give consistent answers. Our company had lost thousands of dollars by implementing this application.
We love the simplicity and straightforward design of this service management solution. QuickBooks integration is a great timesaver.
It is an embarrassment to our company when using it in the field and has only been a headache from day one. Do yourself a favor and DO NOT BUY THIS SOFTWARE.
The product is a great concept, and when we first started, it was good. The form is very intuitive, easy to change, like the workflow system.
For example, it has some glaringly missing auditing capabilities. A person can assign an Item in a Work Order/Jobs under another person's name, and there is no record of who did it for accountability.
We initially liked this platform because for what we needed it was one of the best values out there at the time.
System is EXTREMELY LIMITED in what it can actually do.
Best thing about MHelpDesk is that its all online and they have very supportive customer service reps.
Good service industry tool and a small business must have for techs, work orders and mamanging pretty much everything.
The product is very easy to use. The report section is terrific, especially when looking for errors and omissions done by other users.
The calendar integration with Google worked well and the appointment processing flow was good enough. Invoicing and job dollar tracking worked OK as well.
Building jobs and estimates. Sales department is good.
My overall experience was great It managed everything that i needed without me having to leave this platform at any time.
Their customer service team answers and solves issues within minutes. They definitely know their software and ways to make it fit your needs.
Billing is a breeze with in the email feature you send to your customers. They can pay directly with PayPal or Credit Card account.
Bitrix24 logo

Bitrix24

4.2
806

100% free CRM, collaboration, and communication tool suite

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Reviews Sentiment
Positive Reviews
Rating Breakdown
    Value for money
    4.2
    Ease of use
    3.9
    Features
    4.2
    Customer support
    3.9
Pros and Cons from Bitrix24 users   
avatar
avatar
avatar
+15
Great features as a CRM software and phone system. The reports that can be pulled are helpful to analyze the success of your sales/program.
Etremely lacking as a CRM, reporting is terrible, customizations are so basic, and customer support is the worst I have ever seen. Even with the premium versions.
Probably most of all I liked a good IP-telephony. It is convenient to use, easy to integrate.
Often, formal replies come from her instead of solving problems. Tech support leaves its customers alone with problems.
I can run verity of project at the same time thanks to the amazing feature and tools that provided by Betrix24.
Storing and uploading a large size files is keep get interrupted and very frustrating experience with it.
As a CRM, cloud for documentation and message it works great and is at a very nice price.
Their employee performance report is just an eyewash, they don't have an employee reporting structure at all, what the biggest disappointment.
It is good for small startups because of its reasonable pricing compared to other CRM tools. Also the customization of the software feature is also a great one.
Definitely Not at all a matured technology with the failure to understand basics if it comes to the custom tab.
I like that it has a mobile app so that helps for the chat when you are not in the computer and someone needs to contact you.
They should also fix the integration feature, as some of the integration is not properly integrated and no data are shown in the software after it is connected.
It’s user friendly which is the best, and easy access also.
Some of the CRM tools is quite confusing to use and there no complete guide or documentation that can help me to study its functionality.
The most important thing that i look in project management software is the contact panel, and Bitrix24 has a very comprehensive contact panel.
It's quite reliable and useful for business management.
The pricing for smaller teams is affordable. Also has self hosted version with ability to integrate more functionality.
Bitrix offer a clean and minimalist user interface that is easy to navigate around it. It can be used to managing task and acted as a CRM to smoothing the customer support tools related.
Great features as a CRM software and phone system. The reports that can be pulled are helpful to analyze the success of your sales/program.
Etremely lacking as a CRM, reporting is terrible, customizations are so basic, and customer support is the worst I have ever seen. Even with the premium versions.
Probably most of all I liked a good IP-telephony. It is convenient to use, easy to integrate.
Often, formal replies come from her instead of solving problems. Tech support leaves its customers alone with problems.
I can run verity of project at the same time thanks to the amazing feature and tools that provided by Betrix24.
Storing and uploading a large size files is keep get interrupted and very frustrating experience with it.
As a CRM, cloud for documentation and message it works great and is at a very nice price.
Their employee performance report is just an eyewash, they don't have an employee reporting structure at all, what the biggest disappointment.
It is good for small startups because of its reasonable pricing compared to other CRM tools. Also the customization of the software feature is also a great one.
Definitely Not at all a matured technology with the failure to understand basics if it comes to the custom tab.
I like that it has a mobile app so that helps for the chat when you are not in the computer and someone needs to contact you.
They should also fix the integration feature, as some of the integration is not properly integrated and no data are shown in the software after it is connected.
It’s user friendly which is the best, and easy access also.
Some of the CRM tools is quite confusing to use and there no complete guide or documentation that can help me to study its functionality.
The most important thing that i look in project management software is the contact panel, and Bitrix24 has a very comprehensive contact panel.
It's quite reliable and useful for business management.
The pricing for smaller teams is affordable. Also has self hosted version with ability to integrate more functionality.
Bitrix offer a clean and minimalist user interface that is easy to navigate around it. It can be used to managing task and acted as a CRM to smoothing the customer support tools related.
Great features as a CRM software and phone system. The reports that can be pulled are helpful to analyze the success of your sales/program.
Etremely lacking as a CRM, reporting is terrible, customizations are so basic, and customer support is the worst I have ever seen. Even with the premium versions.
Probably most of all I liked a good IP-telephony. It is convenient to use, easy to integrate.
Often, formal replies come from her instead of solving problems. Tech support leaves its customers alone with problems.
I can run verity of project at the same time thanks to the amazing feature and tools that provided by Betrix24.
Storing and uploading a large size files is keep get interrupted and very frustrating experience with it.
As a CRM, cloud for documentation and message it works great and is at a very nice price.
Their employee performance report is just an eyewash, they don't have an employee reporting structure at all, what the biggest disappointment.
It is good for small startups because of its reasonable pricing compared to other CRM tools. Also the customization of the software feature is also a great one.
Definitely Not at all a matured technology with the failure to understand basics if it comes to the custom tab.
I like that it has a mobile app so that helps for the chat when you are not in the computer and someone needs to contact you.
They should also fix the integration feature, as some of the integration is not properly integrated and no data are shown in the software after it is connected.
It’s user friendly which is the best, and easy access also.
Some of the CRM tools is quite confusing to use and there no complete guide or documentation that can help me to study its functionality.
The most important thing that i look in project management software is the contact panel, and Bitrix24 has a very comprehensive contact panel.
It's quite reliable and useful for business management.
The pricing for smaller teams is affordable. Also has self hosted version with ability to integrate more functionality.
Bitrix offer a clean and minimalist user interface that is easy to navigate around it. It can be used to managing task and acted as a CRM to smoothing the customer support tools related.
Jenesis Software logo
4.7
269

Insurance agency management solution

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Reviews Sentiment
Positive Reviews
Rating Breakdown
    Value for money
    4.7
    Ease of use
    4.7
    Features
    4.6
    Customer support
    4.9
Pros and Cons from Jenesis Software users   
avatar
+15
The technical support team does a great job about helping with any questions or making changes to software to better serve agencies.
I started in the insurance business on jenesis and now all other systems are ruined for me.
What I liked most about the software was the ease of use.
Also one issue we have had problems with is when we go in to make a change it is not processed sometimes at the time it is done. Especially if a renewal offer is already in place.
This is very easy to use software. I liked the personal help you get from the Jenesis team.
The updates block us form quoting and downloads and we have to call they get us up and running really fast though.
It allows us to work from anywhere and have the crucial answers we need quickly for our client requests. We also appreciate the continual improvements that we all benefit from on an ongoing basis.
In the five years there have been minor problems, usually new users in the agency have created, but the Jenesis staff have helped us to figure out what happened and fixed them.
The functionality is super easy to learn and use on a daily basis. Any issues you have can be dealt with immediately with he chat function.
I find it very user-friendly and clear. The support staff are always helpful and return information very promptly.
I like the simplicity of the system. It makes being able to process policies fast and easy.
Overall I would say Jenesis is very helpful and easy to understand how to use the site. Everything is labeled very well and easy to read.
We have really enjoyed using Genesis and getting help when needed.
My training process with Jenesis has been great.
The integration their software uses to interface with our providers is a HUGE help.
The software will excel your agency to the next level. Pricing is very competitive, and customer service is unmatched.
Jenesis has a robust platform with a low cost. It is adequate for most smaller agencies.
Very easy to use and friendly. Integrated email and system letters.
The technical support team does a great job about helping with any questions or making changes to software to better serve agencies.
I started in the insurance business on jenesis and now all other systems are ruined for me.
What I liked most about the software was the ease of use.
Also one issue we have had problems with is when we go in to make a change it is not processed sometimes at the time it is done. Especially if a renewal offer is already in place.
This is very easy to use software. I liked the personal help you get from the Jenesis team.
The updates block us form quoting and downloads and we have to call they get us up and running really fast though.
It allows us to work from anywhere and have the crucial answers we need quickly for our client requests. We also appreciate the continual improvements that we all benefit from on an ongoing basis.
In the five years there have been minor problems, usually new users in the agency have created, but the Jenesis staff have helped us to figure out what happened and fixed them.
The functionality is super easy to learn and use on a daily basis. Any issues you have can be dealt with immediately with he chat function.
I find it very user-friendly and clear. The support staff are always helpful and return information very promptly.
I like the simplicity of the system. It makes being able to process policies fast and easy.
Overall I would say Jenesis is very helpful and easy to understand how to use the site. Everything is labeled very well and easy to read.
We have really enjoyed using Genesis and getting help when needed.
My training process with Jenesis has been great.
The integration their software uses to interface with our providers is a HUGE help.
The software will excel your agency to the next level. Pricing is very competitive, and customer service is unmatched.
Jenesis has a robust platform with a low cost. It is adequate for most smaller agencies.
Very easy to use and friendly. Integrated email and system letters.
The technical support team does a great job about helping with any questions or making changes to software to better serve agencies.
I started in the insurance business on jenesis and now all other systems are ruined for me.
What I liked most about the software was the ease of use.
Also one issue we have had problems with is when we go in to make a change it is not processed sometimes at the time it is done. Especially if a renewal offer is already in place.
This is very easy to use software. I liked the personal help you get from the Jenesis team.
The updates block us form quoting and downloads and we have to call they get us up and running really fast though.
It allows us to work from anywhere and have the crucial answers we need quickly for our client requests. We also appreciate the continual improvements that we all benefit from on an ongoing basis.
In the five years there have been minor problems, usually new users in the agency have created, but the Jenesis staff have helped us to figure out what happened and fixed them.
The functionality is super easy to learn and use on a daily basis. Any issues you have can be dealt with immediately with he chat function.
I find it very user-friendly and clear. The support staff are always helpful and return information very promptly.
I like the simplicity of the system. It makes being able to process policies fast and easy.
Overall I would say Jenesis is very helpful and easy to understand how to use the site. Everything is labeled very well and easy to read.
We have really enjoyed using Genesis and getting help when needed.
My training process with Jenesis has been great.
The integration their software uses to interface with our providers is a HUGE help.
The software will excel your agency to the next level. Pricing is very competitive, and customer service is unmatched.
Jenesis has a robust platform with a low cost. It is adequate for most smaller agencies.
Very easy to use and friendly. Integrated email and system letters.
ServiceM8 logo
4.6
302

We're for small business

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Reviews Sentiment
Positive Reviews
Rating Breakdown
    Value for money
    4.7
    Ease of use
    4.6
    Features
    4.4
    Customer support
    4.5
Pros and Cons from ServiceM8 users   
+15
Intuitive but very powerful but when you do need help their support team is ready and able. There are so many options it is best to just click on everything.
Missing intervention features and worst of all is the lack of customer support and development forthcoming.
Has been great, with great help when needed , i highly recommend this software to any business that wants to have sucsess.
But when you find issues, you will be ignored by ServiceM8.
Thank you for being so helpful and taking feedback in order to continue assisting us in providing services that we require. Customer service amazing.
Since then the only contact I've had was after I complained every 2 weeks that we'd heard nothing and more duplicates were being created.
I've recommended to 2 other businesses just this week. My favourite aspects are that it's visually appealing, easy to use, reliable & customer support is extremely prompt.
Basic- disappointing development and customer service.
We have been using ServiceM8 since 2013 and it's been a great success. Easy to learn, easy to learn and easy to teach.
I've really enjoyed using serviceM8 to manage my team. It's great, and I'd reccomend it to teams with less than 20 people for communication, organization and all with a good price tag.
There are two great features that made me go with ServiceM8. As a sole operator (at the moment) the cost per month was fantastic as i was only paying for what jobs i could do in the month.
This software has allowed quick turnaround times and the ability to give efficient and timely services to those customers in need. The invoice tool with ServiceM8 has been a great help as well.
Easy to use, easy to keep track of jobs and customers. Fantastic way to keep track of jobs and keep people honest with a record of everything associated with the job in the diary.
Customer support is brilliant, and overall I really think that ServiceM8 is GREAT.
Great service software with many functionality at an accessible price. Integration to quick book and others good accounting programs.
Excellent integration with just about everything. Easy to use, so many capabilities.
It has helped the company stay on task, keep organized, and become a better business.
Then rearranged the calendar to fit in the 92 duplicate jobs.
Intuitive but very powerful but when you do need help their support team is ready and able. There are so many options it is best to just click on everything.
Missing intervention features and worst of all is the lack of customer support and development forthcoming.
Has been great, with great help when needed , i highly recommend this software to any business that wants to have sucsess.
But when you find issues, you will be ignored by ServiceM8.
Thank you for being so helpful and taking feedback in order to continue assisting us in providing services that we require. Customer service amazing.
Since then the only contact I've had was after I complained every 2 weeks that we'd heard nothing and more duplicates were being created.
I've recommended to 2 other businesses just this week. My favourite aspects are that it's visually appealing, easy to use, reliable & customer support is extremely prompt.
Basic- disappointing development and customer service.
We have been using ServiceM8 since 2013 and it's been a great success. Easy to learn, easy to learn and easy to teach.
I've really enjoyed using serviceM8 to manage my team. It's great, and I'd reccomend it to teams with less than 20 people for communication, organization and all with a good price tag.
There are two great features that made me go with ServiceM8. As a sole operator (at the moment) the cost per month was fantastic as i was only paying for what jobs i could do in the month.
This software has allowed quick turnaround times and the ability to give efficient and timely services to those customers in need. The invoice tool with ServiceM8 has been a great help as well.
Easy to use, easy to keep track of jobs and customers. Fantastic way to keep track of jobs and keep people honest with a record of everything associated with the job in the diary.
Customer support is brilliant, and overall I really think that ServiceM8 is GREAT.
Great service software with many functionality at an accessible price. Integration to quick book and others good accounting programs.
Excellent integration with just about everything. Easy to use, so many capabilities.
It has helped the company stay on task, keep organized, and become a better business.
Then rearranged the calendar to fit in the 92 duplicate jobs.
Intuitive but very powerful but when you do need help their support team is ready and able. There are so many options it is best to just click on everything.
Missing intervention features and worst of all is the lack of customer support and development forthcoming.
Has been great, with great help when needed , i highly recommend this software to any business that wants to have sucsess.
But when you find issues, you will be ignored by ServiceM8.
Thank you for being so helpful and taking feedback in order to continue assisting us in providing services that we require. Customer service amazing.
Since then the only contact I've had was after I complained every 2 weeks that we'd heard nothing and more duplicates were being created.
I've recommended to 2 other businesses just this week. My favourite aspects are that it's visually appealing, easy to use, reliable & customer support is extremely prompt.
Basic- disappointing development and customer service.
We have been using ServiceM8 since 2013 and it's been a great success. Easy to learn, easy to learn and easy to teach.
I've really enjoyed using serviceM8 to manage my team. It's great, and I'd reccomend it to teams with less than 20 people for communication, organization and all with a good price tag.
There are two great features that made me go with ServiceM8. As a sole operator (at the moment) the cost per month was fantastic as i was only paying for what jobs i could do in the month.
This software has allowed quick turnaround times and the ability to give efficient and timely services to those customers in need. The invoice tool with ServiceM8 has been a great help as well.
Easy to use, easy to keep track of jobs and customers. Fantastic way to keep track of jobs and keep people honest with a record of everything associated with the job in the diary.
Customer support is brilliant, and overall I really think that ServiceM8 is GREAT.
Great service software with many functionality at an accessible price. Integration to quick book and others good accounting programs.
Excellent integration with just about everything. Easy to use, so many capabilities.
It has helped the company stay on task, keep organized, and become a better business.
Then rearranged the calendar to fit in the 92 duplicate jobs.
shopVOX logo
4.6
222

Web-based manufacturing solution for custom fabricators

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Reviews Sentiment
Positive Reviews
Rating Breakdown
    Value for money
    4.6
    Ease of use
    4.3
    Features
    4.4
    Customer support
    4.6
Pros and Cons from shopVOX users   
avatar
avatar
+15
Our Coach was SUPER helpful with the initial setup though. The 24/7 Chat support has been great as well.
ShopVox seems to miss some functionality. For example, to get the full 100% functionality, I would have to pay for some of the features.
It's excellent when it's all inclusive in quoting to pricing to proofing all the way to invoicing. The tracking makes it great to make sure customers are well taken care of.
We desperately need to be able to ship a partial on a line item without workarounds.
Best decision I've ever made. Not only are we more competitive with the market now, thanks to ShopVox I can focus on quick and easy quotes so that the customer doesn't have to wait till we get back.
Then how to pay to employees. How can be it issue for you if we have 1000s customers.
When using ShopVox I feel like writing up quotes and orders is easy and convenient. Also when sending things to our clients it looks super professional and easy for them to use and understand.
There are some functions that are a bit confusing and some inflexibilities, but minor.
The software is pretty quick and easy to use. It has great customization and flexibility to fit any production workflow.
Proofing system and e-mail templates are great. Being able to write a quote/sales order/invoice and email it over with a payment link is great.
Overall, ShopVox is a good platform that allows us a lot of workability from multiple access points and good customer service when there are any issues.
We can integrate so much and it allows us to build up as we go along. Plus, the customer support is outstanding.
The features that continue being creative at customer request, and the way this software makes your business look as a strong, experienced and knowledgeable shop, and it has an integrated CRM.
My daily experience is positive and shopVox keeps the job details organized as you enter them. I would recommend to other sign shops.
It is very thought out and customizable. From estimating to job tracking to invoicing it speeds up the process and is perfectly designed for sign shops.
Easy to teach new people how to navigate. Perfect for our type of business.
What I really love about shopVox is its GUI/interface which makes viewing revenue and other components a lot easier.
Shopvox is easy to use and encompasses all aspects of our business. We used signvox in a previous organization and shopvox has addressed all of the issues we faced with signvox.
Our Coach was SUPER helpful with the initial setup though. The 24/7 Chat support has been great as well.
ShopVox seems to miss some functionality. For example, to get the full 100% functionality, I would have to pay for some of the features.
It's excellent when it's all inclusive in quoting to pricing to proofing all the way to invoicing. The tracking makes it great to make sure customers are well taken care of.
We desperately need to be able to ship a partial on a line item without workarounds.
Best decision I've ever made. Not only are we more competitive with the market now, thanks to ShopVox I can focus on quick and easy quotes so that the customer doesn't have to wait till we get back.
Then how to pay to employees. How can be it issue for you if we have 1000s customers.
When using ShopVox I feel like writing up quotes and orders is easy and convenient. Also when sending things to our clients it looks super professional and easy for them to use and understand.
There are some functions that are a bit confusing and some inflexibilities, but minor.
The software is pretty quick and easy to use. It has great customization and flexibility to fit any production workflow.
Proofing system and e-mail templates are great. Being able to write a quote/sales order/invoice and email it over with a payment link is great.
Overall, ShopVox is a good platform that allows us a lot of workability from multiple access points and good customer service when there are any issues.
We can integrate so much and it allows us to build up as we go along. Plus, the customer support is outstanding.
The features that continue being creative at customer request, and the way this software makes your business look as a strong, experienced and knowledgeable shop, and it has an integrated CRM.
My daily experience is positive and shopVox keeps the job details organized as you enter them. I would recommend to other sign shops.
It is very thought out and customizable. From estimating to job tracking to invoicing it speeds up the process and is perfectly designed for sign shops.
Easy to teach new people how to navigate. Perfect for our type of business.
What I really love about shopVox is its GUI/interface which makes viewing revenue and other components a lot easier.
Shopvox is easy to use and encompasses all aspects of our business. We used signvox in a previous organization and shopvox has addressed all of the issues we faced with signvox.
Our Coach was SUPER helpful with the initial setup though. The 24/7 Chat support has been great as well.
ShopVox seems to miss some functionality. For example, to get the full 100% functionality, I would have to pay for some of the features.
It's excellent when it's all inclusive in quoting to pricing to proofing all the way to invoicing. The tracking makes it great to make sure customers are well taken care of.
We desperately need to be able to ship a partial on a line item without workarounds.
Best decision I've ever made. Not only are we more competitive with the market now, thanks to ShopVox I can focus on quick and easy quotes so that the customer doesn't have to wait till we get back.
Then how to pay to employees. How can be it issue for you if we have 1000s customers.
When using ShopVox I feel like writing up quotes and orders is easy and convenient. Also when sending things to our clients it looks super professional and easy for them to use and understand.
There are some functions that are a bit confusing and some inflexibilities, but minor.
The software is pretty quick and easy to use. It has great customization and flexibility to fit any production workflow.
Proofing system and e-mail templates are great. Being able to write a quote/sales order/invoice and email it over with a payment link is great.
Overall, ShopVox is a good platform that allows us a lot of workability from multiple access points and good customer service when there are any issues.
We can integrate so much and it allows us to build up as we go along. Plus, the customer support is outstanding.
The features that continue being creative at customer request, and the way this software makes your business look as a strong, experienced and knowledgeable shop, and it has an integrated CRM.
My daily experience is positive and shopVox keeps the job details organized as you enter them. I would recommend to other sign shops.
It is very thought out and customizable. From estimating to job tracking to invoicing it speeds up the process and is perfectly designed for sign shops.
Easy to teach new people how to navigate. Perfect for our type of business.
What I really love about shopVox is its GUI/interface which makes viewing revenue and other components a lot easier.
Shopvox is easy to use and encompasses all aspects of our business. We used signvox in a previous organization and shopvox has addressed all of the issues we faced with signvox.
LawnPro logo
4.7
186

Lawn care software for managing administrative operations

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Reviews Sentiment
Positive Reviews
Rating Breakdown
    Value for money
    4.7
    Ease of use
    4.5
    Features
    4.5
    Customer support
    4.5
Pros and Cons from LawnPro users   
+15
I truly i am very happy with this software and great customer service. Always walking me threw to helo me better understand the system.
When multiple invoices are completed on the same day for the same customer, it is confusing to manage them if they are repaid individually on different dates.
I love the ability to create invoices and email them instantly, plus the ability to create a schedule and check each job off after completion is very helpful. There is no other software that compares.
Before I purchased LawnPro software, I had trouble tracking my schedule from week to week.
Streamlining the office side of my business has been very very good. Over the Years they have made the software program very good.
I really can't find any reason that I dislike this software.
This is the best software i used thus far for invoices, estimates, consumer login, employee login and so much more WE LOVE IT HERE AT BEAUTIFIED LANDSCAPING.
I am in Australia and it is a bit difficult to use some function.
The ability to schedule multiple jobs at a time. The ease of use and the ability to track payments.
Seamless planning, easy reporting structure, efficient ways of quoting and invoicing all assist with the efficiency of my business. Thank you LawnPro and I look forward to our continued relationship.
The simplicity is great and feature are well worth the cost.
Great Customer Service that really listens to their users. They are constantly improving every aspect of the software.
What I like most about the software is the ease of use.
This software is simple to navigate and use. Great scheduling options and time management options is good for employees to be able to start and stop timers.
Great intro software for the new Lawn care provider to start with.
The sending of invoices and estimates is great as can be emailed at a touch of a button with the integrated mailer.
I have had a great user experience with this software and it has been a real life saver.
Using the routes part of the program and customer tacking is the best things we found out that we never did before. That part alone is worth the investment.
I truly i am very happy with this software and great customer service. Always walking me threw to helo me better understand the system.
When multiple invoices are completed on the same day for the same customer, it is confusing to manage them if they are repaid individually on different dates.
I love the ability to create invoices and email them instantly, plus the ability to create a schedule and check each job off after completion is very helpful. There is no other software that compares.
Before I purchased LawnPro software, I had trouble tracking my schedule from week to week.
Streamlining the office side of my business has been very very good. Over the Years they have made the software program very good.
I really can't find any reason that I dislike this software.
This is the best software i used thus far for invoices, estimates, consumer login, employee login and so much more WE LOVE IT HERE AT BEAUTIFIED LANDSCAPING.
I am in Australia and it is a bit difficult to use some function.
The ability to schedule multiple jobs at a time. The ease of use and the ability to track payments.
Seamless planning, easy reporting structure, efficient ways of quoting and invoicing all assist with the efficiency of my business. Thank you LawnPro and I look forward to our continued relationship.
The simplicity is great and feature are well worth the cost.
Great Customer Service that really listens to their users. They are constantly improving every aspect of the software.
What I like most about the software is the ease of use.
This software is simple to navigate and use. Great scheduling options and time management options is good for employees to be able to start and stop timers.
Great intro software for the new Lawn care provider to start with.
The sending of invoices and estimates is great as can be emailed at a touch of a button with the integrated mailer.
I have had a great user experience with this software and it has been a real life saver.
Using the routes part of the program and customer tacking is the best things we found out that we never did before. That part alone is worth the investment.
I truly i am very happy with this software and great customer service. Always walking me threw to helo me better understand the system.
When multiple invoices are completed on the same day for the same customer, it is confusing to manage them if they are repaid individually on different dates.
I love the ability to create invoices and email them instantly, plus the ability to create a schedule and check each job off after completion is very helpful. There is no other software that compares.
Before I purchased LawnPro software, I had trouble tracking my schedule from week to week.
Streamlining the office side of my business has been very very good. Over the Years they have made the software program very good.
I really can't find any reason that I dislike this software.
This is the best software i used thus far for invoices, estimates, consumer login, employee login and so much more WE LOVE IT HERE AT BEAUTIFIED LANDSCAPING.
I am in Australia and it is a bit difficult to use some function.
The ability to schedule multiple jobs at a time. The ease of use and the ability to track payments.
Seamless planning, easy reporting structure, efficient ways of quoting and invoicing all assist with the efficiency of my business. Thank you LawnPro and I look forward to our continued relationship.
The simplicity is great and feature are well worth the cost.
Great Customer Service that really listens to their users. They are constantly improving every aspect of the software.
What I like most about the software is the ease of use.
This software is simple to navigate and use. Great scheduling options and time management options is good for employees to be able to start and stop timers.
Great intro software for the new Lawn care provider to start with.
The sending of invoices and estimates is great as can be emailed at a touch of a button with the integrated mailer.
I have had a great user experience with this software and it has been a real life saver.
Using the routes part of the program and customer tacking is the best things we found out that we never did before. That part alone is worth the investment.
RepZio logo
4.4
256

Mobile sales solution for field sales reps

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Reviews Sentiment
Positive Reviews
Rating Breakdown
    Value for money
    4.3
    Ease of use
    4.4
    Features
    4.2
    Customer support
    4.3
Pros and Cons from RepZio users   
avatar
+15
The images are very good and It's nice to be able to see stock. I also like the download feature so customers can print if necessary.
It is very difficult to use and irritating when you leave one page to another you have to start over.
It is easy to find products, the graphics are great, the inventory feature is wonderful, it is easy to send pictures and quotes to a customer, change the price level.
Don't make the mistake it takes too long to switch. For a bunch of ex-salesman, they lost sight of the customer.
I love the daily use features and simplicity of system. Excellent support if you need help.
I hate that you are not able to have multiple quotes without submitting. It can only be done one at a time.
Love the ability to take orders even when not online. Very happy that we are able to customize features as needed.
It gets laggy sometimes during uploading. This is annoying as the app hangs up and makes it very hard to use.
Ease of use and training capabilities. The app is great because many of our lines use it so the system is seamless when training our staff and temporary help.
Customer service is great when i need it. Most of the companies I represent are customers of repzio, which attests to what a great app it is.
I like that the software allows us to view our products easily and navigate smoothly. I like that it is easy to send things to airprint or email; and the newly added tear sheets are great.
RepZio provides such easy access to product pricing, images and the ability to quote product on the road with great ease.
Repzio is a brilliant electronic catalog. Repzio is super easy to use, even for a non-technical person over 50 years old.
When working with customers, it has great images, and data to share. Product availability, and inventory is most important.
I like that the previous orders can be downloaded. I like the ease with opening and closing the software.
I use this a lot and like how easy it is to also use on my phone. I like the price, customization, map feature, email integration, and ease of use.
Easily allows you to integrate all features of the selling process into one seamless funnel. The QB integration is especially useful.
Overall, I am satisfied with the software, specially the customer service.
The images are very good and It's nice to be able to see stock. I also like the download feature so customers can print if necessary.
It is very difficult to use and irritating when you leave one page to another you have to start over.
It is easy to find products, the graphics are great, the inventory feature is wonderful, it is easy to send pictures and quotes to a customer, change the price level.
Don't make the mistake it takes too long to switch. For a bunch of ex-salesman, they lost sight of the customer.
I love the daily use features and simplicity of system. Excellent support if you need help.
I hate that you are not able to have multiple quotes without submitting. It can only be done one at a time.
Love the ability to take orders even when not online. Very happy that we are able to customize features as needed.
It gets laggy sometimes during uploading. This is annoying as the app hangs up and makes it very hard to use.
Ease of use and training capabilities. The app is great because many of our lines use it so the system is seamless when training our staff and temporary help.
Customer service is great when i need it. Most of the companies I represent are customers of repzio, which attests to what a great app it is.
I like that the software allows us to view our products easily and navigate smoothly. I like that it is easy to send things to airprint or email; and the newly added tear sheets are great.
RepZio provides such easy access to product pricing, images and the ability to quote product on the road with great ease.
Repzio is a brilliant electronic catalog. Repzio is super easy to use, even for a non-technical person over 50 years old.
When working with customers, it has great images, and data to share. Product availability, and inventory is most important.
I like that the previous orders can be downloaded. I like the ease with opening and closing the software.
I use this a lot and like how easy it is to also use on my phone. I like the price, customization, map feature, email integration, and ease of use.
Easily allows you to integrate all features of the selling process into one seamless funnel. The QB integration is especially useful.
Overall, I am satisfied with the software, specially the customer service.
The images are very good and It's nice to be able to see stock. I also like the download feature so customers can print if necessary.
It is very difficult to use and irritating when you leave one page to another you have to start over.
It is easy to find products, the graphics are great, the inventory feature is wonderful, it is easy to send pictures and quotes to a customer, change the price level.
Don't make the mistake it takes too long to switch. For a bunch of ex-salesman, they lost sight of the customer.
I love the daily use features and simplicity of system. Excellent support if you need help.
I hate that you are not able to have multiple quotes without submitting. It can only be done one at a time.
Love the ability to take orders even when not online. Very happy that we are able to customize features as needed.
It gets laggy sometimes during uploading. This is annoying as the app hangs up and makes it very hard to use.
Ease of use and training capabilities. The app is great because many of our lines use it so the system is seamless when training our staff and temporary help.
Customer service is great when i need it. Most of the companies I represent are customers of repzio, which attests to what a great app it is.
I like that the software allows us to view our products easily and navigate smoothly. I like that it is easy to send things to airprint or email; and the newly added tear sheets are great.
RepZio provides such easy access to product pricing, images and the ability to quote product on the road with great ease.
Repzio is a brilliant electronic catalog. Repzio is super easy to use, even for a non-technical person over 50 years old.
When working with customers, it has great images, and data to share. Product availability, and inventory is most important.
I like that the previous orders can be downloaded. I like the ease with opening and closing the software.
I use this a lot and like how easy it is to also use on my phone. I like the price, customization, map feature, email integration, and ease of use.
Easily allows you to integrate all features of the selling process into one seamless funnel. The QB integration is especially useful.
Overall, I am satisfied with the software, specially the customer service.
Tradify logo
4.7
149

Powerful job management platform & app for small businesses

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Reviews Sentiment
Positive Reviews
Rating Breakdown
    Value for money
    4.7
    Ease of use
    4.7
    Features
    4.4
    Customer support
    4.8
Pros and Cons from Tradify users   
+15
A price book has now been loaded to allow for ease of quotations and invoicing, great that it links into MYOB.
The only thing that I would change if you are midway through a quote and you have to restart it and loose photos due to a mobile device updating etc.
From when we first started using the product, excellent training, great customer service throughout, does exactly what we need in this product.
I've looked at so many similar kinds of apps it's ridiculous. I've passed on so many for so many different reasons.
The integrated invoicing system is really good as well. On the whole Island Electrics Ltd are very happy with Tradify.
I can't think of any features that are really missing. Personally I don't make much use of the scheduling system.
Tracking the progress of a job is made easy through the creation of custom categories that suit our business and the ease with which our tradesmen can access and add to Notes for each job.
Gets quite slow at peak times. Price continues to rise to the point where ill be shopping around soon.
Speed, functionality, and ease of use are the main reasons why I like Tradify. It helps me get what I need to do, done.
Ease of job tracking, notes feature is great, quoting, invoicing, its all straight forward.
Customer support and help setting up was amazing.
Tradify has been excellent since day 1. Whilst on my free trial period I was contacted by the team at Tradify to offer assistance setting up the platform for my business and learning how to use it.
Scheduling jobs, quoting & invoicing & integration to MYOB are amazing.
Being able to quote on the spot, get the job accepted then create an invoice with no fuss has been a huge advantage.
Easy to set up without assistance, help docs cover anything you cannot work out.
The product is a very simple format, easy to use and understand. Easy to log and enter details.
The layouts and menus are easy to navigate throughout the software. Very easy to add notes and job costs aswell as times.
For me the ability to capture enquiries, add the customer details into the data base and then quote is essential.
A price book has now been loaded to allow for ease of quotations and invoicing, great that it links into MYOB.
The only thing that I would change if you are midway through a quote and you have to restart it and loose photos due to a mobile device updating etc.
From when we first started using the product, excellent training, great customer service throughout, does exactly what we need in this product.
I've looked at so many similar kinds of apps it's ridiculous. I've passed on so many for so many different reasons.
The integrated invoicing system is really good as well. On the whole Island Electrics Ltd are very happy with Tradify.
I can't think of any features that are really missing. Personally I don't make much use of the scheduling system.
Tracking the progress of a job is made easy through the creation of custom categories that suit our business and the ease with which our tradesmen can access and add to Notes for each job.
Gets quite slow at peak times. Price continues to rise to the point where ill be shopping around soon.
Speed, functionality, and ease of use are the main reasons why I like Tradify. It helps me get what I need to do, done.
Ease of job tracking, notes feature is great, quoting, invoicing, its all straight forward.
Customer support and help setting up was amazing.
Tradify has been excellent since day 1. Whilst on my free trial period I was contacted by the team at Tradify to offer assistance setting up the platform for my business and learning how to use it.
Scheduling jobs, quoting & invoicing & integration to MYOB are amazing.
Being able to quote on the spot, get the job accepted then create an invoice with no fuss has been a huge advantage.
Easy to set up without assistance, help docs cover anything you cannot work out.
The product is a very simple format, easy to use and understand. Easy to log and enter details.
The layouts and menus are easy to navigate throughout the software. Very easy to add notes and job costs aswell as times.
For me the ability to capture enquiries, add the customer details into the data base and then quote is essential.
A price book has now been loaded to allow for ease of quotations and invoicing, great that it links into MYOB.
The only thing that I would change if you are midway through a quote and you have to restart it and loose photos due to a mobile device updating etc.
From when we first started using the product, excellent training, great customer service throughout, does exactly what we need in this product.
I've looked at so many similar kinds of apps it's ridiculous. I've passed on so many for so many different reasons.
The integrated invoicing system is really good as well. On the whole Island Electrics Ltd are very happy with Tradify.
I can't think of any features that are really missing. Personally I don't make much use of the scheduling system.
Tracking the progress of a job is made easy through the creation of custom categories that suit our business and the ease with which our tradesmen can access and add to Notes for each job.
Gets quite slow at peak times. Price continues to rise to the point where ill be shopping around soon.
Speed, functionality, and ease of use are the main reasons why I like Tradify. It helps me get what I need to do, done.
Ease of job tracking, notes feature is great, quoting, invoicing, its all straight forward.
Customer support and help setting up was amazing.
Tradify has been excellent since day 1. Whilst on my free trial period I was contacted by the team at Tradify to offer assistance setting up the platform for my business and learning how to use it.
Scheduling jobs, quoting & invoicing & integration to MYOB are amazing.
Being able to quote on the spot, get the job accepted then create an invoice with no fuss has been a huge advantage.
Easy to set up without assistance, help docs cover anything you cannot work out.
The product is a very simple format, easy to use and understand. Easy to log and enter details.
The layouts and menus are easy to navigate throughout the software. Very easy to add notes and job costs aswell as times.
For me the ability to capture enquiries, add the customer details into the data base and then quote is essential.
Fergus logo
4.6
154

Job management software for trades and service businesses

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Reviews Sentiment
Positive Reviews
Rating Breakdown
    Value for money
    4.5
    Ease of use
    4.5
    Features
    4.3
    Customer support
    4.6
Pros and Cons from Fergus users   
avatar
+15
The support staff have been great, love the calendar that enables us to allocate work. What I would like to see improved.
Email platform being used ends up in spam too much by clients, told by Fergus that this is because the platform used by Fergus is the same as many spammer's.
We have tried 3 other management tool's and by far Fergus stands out as the winner. If you want something quick and easy to use on a phone it works great.
The inability to customise a health and safety form for staff to access on site and link to the client file. The inability to attach any general files/photos to the client rather than a specific job.
Operational efficiency and purchase accuracy has increased exponentially. We purchased the product at the perfect time as we have been growing and evolving with Fergus.
I sorry, but I am really struggling to find one.
I like the features of Fergus, the ability to have photos on the job and the overall ease of use.
Very hard to delete or void a mistake (new business so still learning).
Scheduling is simple and easy. Just starting out with forms but that seems like a really good option.
Very easy to use great training and customer care from the team.
It is user friendly and there is continuous work to improve the user experience. It has an easy to read format and uses commonsense.
The price point is perfect. The apps for iOS and Android are seamless with the browser.
Fergus is designed specifically for trades which suits us perfectly. It integrates seamlessly with Xero which means jobs are automatically filed (if already marked complete) when paid, saving me time.
There are many benefits Fergus has provided our business. Time management and job efficiency has been the most important for us.
Also great to have pricing templates for larger common jobs in "favorites" section.
Fergus have been really easy to deal with. They are fantastic at following up to see if we have any problems or concerns.
Right from the get go I was able to navigate my way through Fergus and began invoicing without the need to look up help.
Desktop and mobile sites are easy to use. Integration with suppliers and accounting software is key.
The support staff have been great, love the calendar that enables us to allocate work. What I would like to see improved.
Email platform being used ends up in spam too much by clients, told by Fergus that this is because the platform used by Fergus is the same as many spammer's.
We have tried 3 other management tool's and by far Fergus stands out as the winner. If you want something quick and easy to use on a phone it works great.
The inability to customise a health and safety form for staff to access on site and link to the client file. The inability to attach any general files/photos to the client rather than a specific job.
Operational efficiency and purchase accuracy has increased exponentially. We purchased the product at the perfect time as we have been growing and evolving with Fergus.
I sorry, but I am really struggling to find one.
I like the features of Fergus, the ability to have photos on the job and the overall ease of use.
Very hard to delete or void a mistake (new business so still learning).
Scheduling is simple and easy. Just starting out with forms but that seems like a really good option.
Very easy to use great training and customer care from the team.
It is user friendly and there is continuous work to improve the user experience. It has an easy to read format and uses commonsense.
The price point is perfect. The apps for iOS and Android are seamless with the browser.
Fergus is designed specifically for trades which suits us perfectly. It integrates seamlessly with Xero which means jobs are automatically filed (if already marked complete) when paid, saving me time.
There are many benefits Fergus has provided our business. Time management and job efficiency has been the most important for us.
Also great to have pricing templates for larger common jobs in "favorites" section.
Fergus have been really easy to deal with. They are fantastic at following up to see if we have any problems or concerns.
Right from the get go I was able to navigate my way through Fergus and began invoicing without the need to look up help.
Desktop and mobile sites are easy to use. Integration with suppliers and accounting software is key.
The support staff have been great, love the calendar that enables us to allocate work. What I would like to see improved.
Email platform being used ends up in spam too much by clients, told by Fergus that this is because the platform used by Fergus is the same as many spammer's.
We have tried 3 other management tool's and by far Fergus stands out as the winner. If you want something quick and easy to use on a phone it works great.
The inability to customise a health and safety form for staff to access on site and link to the client file. The inability to attach any general files/photos to the client rather than a specific job.
Operational efficiency and purchase accuracy has increased exponentially. We purchased the product at the perfect time as we have been growing and evolving with Fergus.
I sorry, but I am really struggling to find one.
I like the features of Fergus, the ability to have photos on the job and the overall ease of use.
Very hard to delete or void a mistake (new business so still learning).
Scheduling is simple and easy. Just starting out with forms but that seems like a really good option.
Very easy to use great training and customer care from the team.
It is user friendly and there is continuous work to improve the user experience. It has an easy to read format and uses commonsense.
The price point is perfect. The apps for iOS and Android are seamless with the browser.
Fergus is designed specifically for trades which suits us perfectly. It integrates seamlessly with Xero which means jobs are automatically filed (if already marked complete) when paid, saving me time.
There are many benefits Fergus has provided our business. Time management and job efficiency has been the most important for us.
Also great to have pricing templates for larger common jobs in "favorites" section.
Fergus have been really easy to deal with. They are fantastic at following up to see if we have any problems or concerns.
Right from the get go I was able to navigate my way through Fergus and began invoicing without the need to look up help.
Desktop and mobile sites are easy to use. Integration with suppliers and accounting software is key.
Invoice2go logo
4.3
237

Create & send professional invoices across every device

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Reviews Sentiment
Positive Reviews
Rating Breakdown
    Value for money
    4.0
    Ease of use
    4.4
    Features
    4.2
    Customer support
    4.2
Pros and Cons from Invoice2go users   
avatar
avatar
avatar
+15
I like the ease of use once you have set up your account and all your items or services you plan to offer. I love the app on the iOS platform makes it very useful on the go.
This can be confusing at times being able to adjust your settings.
I like the simplicity, the ability to customize and their customer service is very responsive.
But leaves a bad taste for this company. Now using a free app which works for everything we need with out own custom db.
I like the way it helps me track my income and expence’s. I like that it helps me invoice my customers.
Sent invoices are sometimes fall into clients spam or junk mail or are not able to view PDF attachments.
I love the ease of this software. I have many clients and it is great to be able to send an invoice from my phone if I am away from my desk.
Features are so limited compared to other invoicing software.
Customer support is amazing. The product is professional and reliable.
We have been using Invoice2go for 7 years and it seems to get better and better. It is such an easy site to navigate.
Easy to use, lots of great features to help manage my business. Phone and Laptop integrated.
VERY user friendly for people who are not tech-savvy. Offers a lot of different features like customizing invoicing, estimates, appointment tracking, mile tracking, purchase orders, etc.
I love being able to manage invoices so easily. A few entries for each invoice , then click to send and done.
Very easy to use and pricing made it very affordable.
Very satisfied with all aspects apart from the one above.
Easy user experience; most all accounting can be performed with mobile phone.
Fast and easy to use and inexpensive and intuitive.
Fast and easy invoicing, integrated payments by PayPal and Stripe.
I like the ease of use once you have set up your account and all your items or services you plan to offer. I love the app on the iOS platform makes it very useful on the go.
This can be confusing at times being able to adjust your settings.
I like the simplicity, the ability to customize and their customer service is very responsive.
But leaves a bad taste for this company. Now using a free app which works for everything we need with out own custom db.
I like the way it helps me track my income and expence’s. I like that it helps me invoice my customers.
Sent invoices are sometimes fall into clients spam or junk mail or are not able to view PDF attachments.
I love the ease of this software. I have many clients and it is great to be able to send an invoice from my phone if I am away from my desk.
Features are so limited compared to other invoicing software.
Customer support is amazing. The product is professional and reliable.
We have been using Invoice2go for 7 years and it seems to get better and better. It is such an easy site to navigate.
Easy to use, lots of great features to help manage my business. Phone and Laptop integrated.
VERY user friendly for people who are not tech-savvy. Offers a lot of different features like customizing invoicing, estimates, appointment tracking, mile tracking, purchase orders, etc.
I love being able to manage invoices so easily. A few entries for each invoice , then click to send and done.
Very easy to use and pricing made it very affordable.
Very satisfied with all aspects apart from the one above.
Easy user experience; most all accounting can be performed with mobile phone.
Fast and easy to use and inexpensive and intuitive.
Fast and easy invoicing, integrated payments by PayPal and Stripe.
I like the ease of use once you have set up your account and all your items or services you plan to offer. I love the app on the iOS platform makes it very useful on the go.
This can be confusing at times being able to adjust your settings.
I like the simplicity, the ability to customize and their customer service is very responsive.
But leaves a bad taste for this company. Now using a free app which works for everything we need with out own custom db.
I like the way it helps me track my income and expence’s. I like that it helps me invoice my customers.
Sent invoices are sometimes fall into clients spam or junk mail or are not able to view PDF attachments.
I love the ease of this software. I have many clients and it is great to be able to send an invoice from my phone if I am away from my desk.
Features are so limited compared to other invoicing software.
Customer support is amazing. The product is professional and reliable.
We have been using Invoice2go for 7 years and it seems to get better and better. It is such an easy site to navigate.
Easy to use, lots of great features to help manage my business. Phone and Laptop integrated.
VERY user friendly for people who are not tech-savvy. Offers a lot of different features like customizing invoicing, estimates, appointment tracking, mile tracking, purchase orders, etc.
I love being able to manage invoices so easily. A few entries for each invoice , then click to send and done.
Very easy to use and pricing made it very affordable.
Very satisfied with all aspects apart from the one above.
Easy user experience; most all accounting can be performed with mobile phone.
Fast and easy to use and inexpensive and intuitive.
Fast and easy invoicing, integrated payments by PayPal and Stripe.
FreeAgent logo
4.4
161

FreeAgent has been voted the UK's #1 accounting software.

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Reviews Sentiment
Positive Reviews
Rating Breakdown
    Value for money
    4.2
    Ease of use
    4.3
    Features
    4.3
    Customer support
    4.4
Pros and Cons from FreeAgent users   
avatar
avatar
avatar
+15
Good pricing, it's one of the best investment for a freelancer who have some time working. This app really help me in may freelance career.
This is the most frustrating of all of the accounting software that we reviewed. Everything (even mistakes) gets locked in and can't be edited or amended.
There is good help in the support section and it is good to be able to get some automated analysis of the figures too.
I have an accounting background and am a bit frustrated with how to pay bills and reconciling an account.
The help files are fantastic, and the clear accounting descriptions and explanations make them a great resource for a small business even if you don't use the software.
Using the software was very awkward and restrictive.
Live bank feeds, easy to use, perfect for invoicing, accounting for small businesses, keeping the accountant and bank manager happy with the efficiency.
The one downside is that it doesn't pull in the USD transactions from Paypal and this has to be done manually.
Easy to set up and monitor invoices and add information. Excellent automatic calculation of tax liabilities and ability to file through interface.
It allows to better organised both my bookeeping but as well my employee work due to its usability. Love as well the API integration that allow me to create custom analysis.
An outstanding find with exemplary customer service.
The app is really user-friendly, and I love how easy it is to submit my accounts to HMRC at the end of the year.
It makes invoicing and payment of exenses very easy, and is great for keeping track of money coming in/out and keeping an eye on invoices due for payment.
It is really easy to use and the data is displayed in a useful format.
Great accounting software for freelancers and small teams.
I also like the fact that it integrates with other online services. This makes it a very versatile tool.
All positive - occasionally have to try and work out how to do something, but customer support are very good and responsive if you get really stuck.
Better than Quickbooks in terms of reconciling bank account, and bringing the feed in reliably, but this assumption against large numbers of individual customers is a deal breaker.
Good pricing, it's one of the best investment for a freelancer who have some time working. This app really help me in may freelance career.
This is the most frustrating of all of the accounting software that we reviewed. Everything (even mistakes) gets locked in and can't be edited or amended.
There is good help in the support section and it is good to be able to get some automated analysis of the figures too.
I have an accounting background and am a bit frustrated with how to pay bills and reconciling an account.
The help files are fantastic, and the clear accounting descriptions and explanations make them a great resource for a small business even if you don't use the software.
Using the software was very awkward and restrictive.
Live bank feeds, easy to use, perfect for invoicing, accounting for small businesses, keeping the accountant and bank manager happy with the efficiency.
The one downside is that it doesn't pull in the USD transactions from Paypal and this has to be done manually.
Easy to set up and monitor invoices and add information. Excellent automatic calculation of tax liabilities and ability to file through interface.
It allows to better organised both my bookeeping but as well my employee work due to its usability. Love as well the API integration that allow me to create custom analysis.
An outstanding find with exemplary customer service.
The app is really user-friendly, and I love how easy it is to submit my accounts to HMRC at the end of the year.
It makes invoicing and payment of exenses very easy, and is great for keeping track of money coming in/out and keeping an eye on invoices due for payment.
It is really easy to use and the data is displayed in a useful format.
Great accounting software for freelancers and small teams.
I also like the fact that it integrates with other online services. This makes it a very versatile tool.
All positive - occasionally have to try and work out how to do something, but customer support are very good and responsive if you get really stuck.
Better than Quickbooks in terms of reconciling bank account, and bringing the feed in reliably, but this assumption against large numbers of individual customers is a deal breaker.
Good pricing, it's one of the best investment for a freelancer who have some time working. This app really help me in may freelance career.
This is the most frustrating of all of the accounting software that we reviewed. Everything (even mistakes) gets locked in and can't be edited or amended.
There is good help in the support section and it is good to be able to get some automated analysis of the figures too.
I have an accounting background and am a bit frustrated with how to pay bills and reconciling an account.
The help files are fantastic, and the clear accounting descriptions and explanations make them a great resource for a small business even if you don't use the software.
Using the software was very awkward and restrictive.
Live bank feeds, easy to use, perfect for invoicing, accounting for small businesses, keeping the accountant and bank manager happy with the efficiency.
The one downside is that it doesn't pull in the USD transactions from Paypal and this has to be done manually.
Easy to set up and monitor invoices and add information. Excellent automatic calculation of tax liabilities and ability to file through interface.
It allows to better organised both my bookeeping but as well my employee work due to its usability. Love as well the API integration that allow me to create custom analysis.
An outstanding find with exemplary customer service.
The app is really user-friendly, and I love how easy it is to submit my accounts to HMRC at the end of the year.
It makes invoicing and payment of exenses very easy, and is great for keeping track of money coming in/out and keeping an eye on invoices due for payment.
It is really easy to use and the data is displayed in a useful format.
Great accounting software for freelancers and small teams.
I also like the fact that it integrates with other online services. This makes it a very versatile tool.
All positive - occasionally have to try and work out how to do something, but customer support are very good and responsive if you get really stuck.
Better than Quickbooks in terms of reconciling bank account, and bringing the feed in reliably, but this assumption against large numbers of individual customers is a deal breaker.
Compulife Quote Software logo
4.9
62

Life Insurance Quoting Software

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Reviews Sentiment
Positive Reviews
Rating Breakdown
    Value for money
    5.0
    Ease of use
    4.9
    Features
    4.9
    Customer support
    4.9
Pros and Cons from Compulife Quote Software users   
avatar
avatar
avatar
+13
I absolutely love that we get the top quotes from several different companies all at the same time. Great selling tool for the producers.
There is nothing about Compulife that i dislike. Our office has done hundreds of thousands of illustrations over the last 33 years using it and written tons of term.
We've used CompuLife since the mid-90s and appreciate the consistent excellent service and accurate information. The customer representative are incredibly responsive and have a great product.
Many/most carriers do it for at least one competitor even pay to have their information kept current.
Bob Barney and his team at CompuLife are great at keeping their users informed and updated so we can provide the best service to our own customers.
CON: Sometimes a user has to trick the annual/monthly tab to illustrate actual monthly instead of annual premiums you are seeing.
Fast, easy, accurate, complete life insurance quoting software at a great price. I have used for nearly 20 years now and have always been happy with this simple quoting app.
It is simple and easy to use...it is my go-to quote engine...I don't have much to say in this arena. No, it is not the prettiest mac-esq design in the world, but it gets the job done, period.
I have used Compulife for many years this software program and the people who own it are outstanding.
I invite anyone to write for information. I don't know a thing about information services help, but I am happy to regale the product.
The customer service is outstanding. It has helped me earn thousands of dollars of the course of my career.
I have been using this software for 15+ years, the most accurate software out there, easy to use and excellent customer service.
Compulife makes it easy to look like a genius. If you're equivocating, feel free to contact me and I can share my experience.
I've always liked the expansive list of carriers and the ease by which a quick quote can be generated.
It's easy to use individually and viewers find it works well from a quoting standpoint. They can select multiple quotes with one data entry and select the company that fits best.
What amazes me is that the product provides so much information for so little money, it's hard to fathom any independent life insurance agent not having it.
I absolutely love that we get the top quotes from several different companies all at the same time. Great selling tool for the producers.
There is nothing about Compulife that i dislike. Our office has done hundreds of thousands of illustrations over the last 33 years using it and written tons of term.
We've used CompuLife since the mid-90s and appreciate the consistent excellent service and accurate information. The customer representative are incredibly responsive and have a great product.
Many/most carriers do it for at least one competitor even pay to have their information kept current.
Bob Barney and his team at CompuLife are great at keeping their users informed and updated so we can provide the best service to our own customers.
CON: Sometimes a user has to trick the annual/monthly tab to illustrate actual monthly instead of annual premiums you are seeing.
Fast, easy, accurate, complete life insurance quoting software at a great price. I have used for nearly 20 years now and have always been happy with this simple quoting app.
It is simple and easy to use...it is my go-to quote engine...I don't have much to say in this arena. No, it is not the prettiest mac-esq design in the world, but it gets the job done, period.
I have used Compulife for many years this software program and the people who own it are outstanding.
I invite anyone to write for information. I don't know a thing about information services help, but I am happy to regale the product.
The customer service is outstanding. It has helped me earn thousands of dollars of the course of my career.
I have been using this software for 15+ years, the most accurate software out there, easy to use and excellent customer service.
Compulife makes it easy to look like a genius. If you're equivocating, feel free to contact me and I can share my experience.
I've always liked the expansive list of carriers and the ease by which a quick quote can be generated.
It's easy to use individually and viewers find it works well from a quoting standpoint. They can select multiple quotes with one data entry and select the company that fits best.
What amazes me is that the product provides so much information for so little money, it's hard to fathom any independent life insurance agent not having it.
I absolutely love that we get the top quotes from several different companies all at the same time. Great selling tool for the producers.
There is nothing about Compulife that i dislike. Our office has done hundreds of thousands of illustrations over the last 33 years using it and written tons of term.
We've used CompuLife since the mid-90s and appreciate the consistent excellent service and accurate information. The customer representative are incredibly responsive and have a great product.
Many/most carriers do it for at least one competitor even pay to have their information kept current.
Bob Barney and his team at CompuLife are great at keeping their users informed and updated so we can provide the best service to our own customers.
CON: Sometimes a user has to trick the annual/monthly tab to illustrate actual monthly instead of annual premiums you are seeing.
Fast, easy, accurate, complete life insurance quoting software at a great price. I have used for nearly 20 years now and have always been happy with this simple quoting app.
It is simple and easy to use...it is my go-to quote engine...I don't have much to say in this arena. No, it is not the prettiest mac-esq design in the world, but it gets the job done, period.
I have used Compulife for many years this software program and the people who own it are outstanding.
I invite anyone to write for information. I don't know a thing about information services help, but I am happy to regale the product.
The customer service is outstanding. It has helped me earn thousands of dollars of the course of my career.
I have been using this software for 15+ years, the most accurate software out there, easy to use and excellent customer service.
Compulife makes it easy to look like a genius. If you're equivocating, feel free to contact me and I can share my experience.
I've always liked the expansive list of carriers and the ease by which a quick quote can be generated.
It's easy to use individually and viewers find it works well from a quoting standpoint. They can select multiple quotes with one data entry and select the company that fits best.
What amazes me is that the product provides so much information for so little money, it's hard to fathom any independent life insurance agent not having it.
FieldPulse logo
4.7
83

Upgrade your trade

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Reviews Sentiment
Positive Reviews
Rating Breakdown
    Value for money
    4.8
    Ease of use
    4.6
    Features
    4.4
    Customer support
    4.8
Pros and Cons from FieldPulse users   
avatar
+15
For just starting out my business and coming from more expensive software it was the best descision I made to help keep everything organized and flowing. Great choice for any tech to use.
Software is not working well for us as we have single customers with alot of individual site and units to keep up with.
Along with that, comes a very eager to help and knowledgeable support team to help with any issues with the app, big or small.
Hard to view all customers in database at a glance. Only displays a portion at a time.
The Fieldpulse team also has great support that listens to you and actually supports you. They also have a feature called engage that integrates VOIP into their software.
With Field Pulse, I will primarily only need to work on complex estimates, back-up of data, and accounting audits from my computer at home. That will cut my workload down significantly.
The ease of use in the field is a huge benefit to myself and my techs.
Little tricky dialing in differences between invoicing vs estimates vs collecting payments.
The ease of use has been nice. Keeps my up to date with the app.
Pleased it is helping manage my business activities and track customers.
I love the amount of features you get for the price. I am coming from Jobber which I use as the gold standard for small to medium sized field service business software.
Ease of use, cost, & functionality were all very good.
Customer service has been helpful and accommodating in finding work-arounds or making system updates to improve upon their product.
I usually have my questions answered and explained within minutes. The software is super easy to use and by FAR the easiest I have tried to integrate with Quickbooks online.
Overall great software and enjoy using everyday.
Quickbooks two-way sync, calendar view, estimation and invoicing are great. Work flow is easy to understand and very efficient.
I love how we can keep all customers information and customers interactions in one place. Also the facts that our sales staff can update on where the customers are at in the bidding process.
We have tried many booking software and this suits our service-based business best.
For just starting out my business and coming from more expensive software it was the best descision I made to help keep everything organized and flowing. Great choice for any tech to use.
Software is not working well for us as we have single customers with alot of individual site and units to keep up with.
Along with that, comes a very eager to help and knowledgeable support team to help with any issues with the app, big or small.
Hard to view all customers in database at a glance. Only displays a portion at a time.
The Fieldpulse team also has great support that listens to you and actually supports you. They also have a feature called engage that integrates VOIP into their software.
With Field Pulse, I will primarily only need to work on complex estimates, back-up of data, and accounting audits from my computer at home. That will cut my workload down significantly.
The ease of use in the field is a huge benefit to myself and my techs.
Little tricky dialing in differences between invoicing vs estimates vs collecting payments.
The ease of use has been nice. Keeps my up to date with the app.
Pleased it is helping manage my business activities and track customers.
I love the amount of features you get for the price. I am coming from Jobber which I use as the gold standard for small to medium sized field service business software.
Ease of use, cost, & functionality were all very good.
Customer service has been helpful and accommodating in finding work-arounds or making system updates to improve upon their product.
I usually have my questions answered and explained within minutes. The software is super easy to use and by FAR the easiest I have tried to integrate with Quickbooks online.
Overall great software and enjoy using everyday.
Quickbooks two-way sync, calendar view, estimation and invoicing are great. Work flow is easy to understand and very efficient.
I love how we can keep all customers information and customers interactions in one place. Also the facts that our sales staff can update on where the customers are at in the bidding process.
We have tried many booking software and this suits our service-based business best.
For just starting out my business and coming from more expensive software it was the best descision I made to help keep everything organized and flowing. Great choice for any tech to use.
Software is not working well for us as we have single customers with alot of individual site and units to keep up with.
Along with that, comes a very eager to help and knowledgeable support team to help with any issues with the app, big or small.
Hard to view all customers in database at a glance. Only displays a portion at a time.
The Fieldpulse team also has great support that listens to you and actually supports you. They also have a feature called engage that integrates VOIP into their software.
With Field Pulse, I will primarily only need to work on complex estimates, back-up of data, and accounting audits from my computer at home. That will cut my workload down significantly.
The ease of use in the field is a huge benefit to myself and my techs.
Little tricky dialing in differences between invoicing vs estimates vs collecting payments.
The ease of use has been nice. Keeps my up to date with the app.
Pleased it is helping manage my business activities and track customers.
I love the amount of features you get for the price. I am coming from Jobber which I use as the gold standard for small to medium sized field service business software.
Ease of use, cost, & functionality were all very good.
Customer service has been helpful and accommodating in finding work-arounds or making system updates to improve upon their product.
I usually have my questions answered and explained within minutes. The software is super easy to use and by FAR the easiest I have tried to integrate with Quickbooks online.
Overall great software and enjoy using everyday.
Quickbooks two-way sync, calendar view, estimation and invoicing are great. Work flow is easy to understand and very efficient.
I love how we can keep all customers information and customers interactions in one place. Also the facts that our sales staff can update on where the customers are at in the bidding process.
We have tried many booking software and this suits our service-based business best.
YourTradebase logo
4.9
59

Win more won, get paid faster. Made for trades.

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Reviews Sentiment
Positive Reviews
Rating Breakdown
    Value for money
    4.8
    Ease of use
    4.8
    Features
    4.6
    Customer support
    4.9
Pros and Cons from YourTradebase users   
+13
Absolutely brilliant from the layout, ease of use, quoting and invoicing and the customer service and willingness to improve is the best I have experienced.
Unless there is already one and i haven't found it. To flag up the odd typo.
The overall experience has been fantastic, and whenever there has been a slight issue or if we needed any assistance, the support is always very fast and very helpful.
I guess the only negative is you pay a monthly overhead for it, but it's such a time-saver that you don't begrudge them charging a few quid.
Excellent, customer service is great, personal. The best of usable computer software but managed by an actual human with genuine service in response to any questions or problems.
There are a few small areas that would ideally offer a little more user customization but these are minor and I know of no application that doesn't share the same sort of limitation.
Been using this CRM system as a small tradesman and feel for the price it’s an excellent product. I have had great support from them and feel a valued customer.
I haven't ventured much into other features that are on offer so my knowledge is limited.
Very good software and runs most of my business. Also the price is really great compared to most others.
This software is easy to use and it also have has the ability to make the quoting process quick and enjoyable.
As some one who had allways used word to create my invoices this was a great leap forward. Being able to just click on old created jobs and adapt them quickly saved so much time.
Plenty of templates to use, personalising them made easy, really user friendly and complete piece of mind knowing everything is in one place...highly recommended.
From arranging appointments through quoting, scheduling and invoicing, it’s essential to our business. I hope no other landscapers in our area read this review obecause it puts us at a huge advantage.
I have found the software easy to get on with. It is good to be able to get from first quote to being able to take job through to completion.
Been with my tradebase for 6 years now its really good.
I use the quoting service mainly and saves a lot of time. Previously I would have to type everything up and with saved templates it is easy to load and make quick adjustments per job.
Absolutely brilliant from the layout, ease of use, quoting and invoicing and the customer service and willingness to improve is the best I have experienced.
Unless there is already one and i haven't found it. To flag up the odd typo.
The overall experience has been fantastic, and whenever there has been a slight issue or if we needed any assistance, the support is always very fast and very helpful.
I guess the only negative is you pay a monthly overhead for it, but it's such a time-saver that you don't begrudge them charging a few quid.
Excellent, customer service is great, personal. The best of usable computer software but managed by an actual human with genuine service in response to any questions or problems.
There are a few small areas that would ideally offer a little more user customization but these are minor and I know of no application that doesn't share the same sort of limitation.
Been using this CRM system as a small tradesman and feel for the price it’s an excellent product. I have had great support from them and feel a valued customer.
I haven't ventured much into other features that are on offer so my knowledge is limited.
Very good software and runs most of my business. Also the price is really great compared to most others.
This software is easy to use and it also have has the ability to make the quoting process quick and enjoyable.
As some one who had allways used word to create my invoices this was a great leap forward. Being able to just click on old created jobs and adapt them quickly saved so much time.
Plenty of templates to use, personalising them made easy, really user friendly and complete piece of mind knowing everything is in one place...highly recommended.
From arranging appointments through quoting, scheduling and invoicing, it’s essential to our business. I hope no other landscapers in our area read this review obecause it puts us at a huge advantage.
I have found the software easy to get on with. It is good to be able to get from first quote to being able to take job through to completion.
Been with my tradebase for 6 years now its really good.
I use the quoting service mainly and saves a lot of time. Previously I would have to type everything up and with saved templates it is easy to load and make quick adjustments per job.
Absolutely brilliant from the layout, ease of use, quoting and invoicing and the customer service and willingness to improve is the best I have experienced.
Unless there is already one and i haven't found it. To flag up the odd typo.
The overall experience has been fantastic, and whenever there has been a slight issue or if we needed any assistance, the support is always very fast and very helpful.
I guess the only negative is you pay a monthly overhead for it, but it's such a time-saver that you don't begrudge them charging a few quid.
Excellent, customer service is great, personal. The best of usable computer software but managed by an actual human with genuine service in response to any questions or problems.
There are a few small areas that would ideally offer a little more user customization but these are minor and I know of no application that doesn't share the same sort of limitation.
Been using this CRM system as a small tradesman and feel for the price it’s an excellent product. I have had great support from them and feel a valued customer.
I haven't ventured much into other features that are on offer so my knowledge is limited.
Very good software and runs most of my business. Also the price is really great compared to most others.
This software is easy to use and it also have has the ability to make the quoting process quick and enjoyable.
As some one who had allways used word to create my invoices this was a great leap forward. Being able to just click on old created jobs and adapt them quickly saved so much time.
Plenty of templates to use, personalising them made easy, really user friendly and complete piece of mind knowing everything is in one place...highly recommended.
From arranging appointments through quoting, scheduling and invoicing, it’s essential to our business. I hope no other landscapers in our area read this review obecause it puts us at a huge advantage.
I have found the software easy to get on with. It is good to be able to get from first quote to being able to take job through to completion.
Been with my tradebase for 6 years now its really good.
I use the quoting service mainly and saves a lot of time. Previously I would have to type everything up and with saved templates it is easy to load and make quick adjustments per job.
Knowify logo
4.5
90

Integrated mobile contractor management platform

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Reviews Sentiment
Positive Reviews
Rating Breakdown
    Value for money
    4.4
    Ease of use
    4.4
    Features
    4.2
    Customer support
    4.6
Pros and Cons from Knowify users   
avatar
avatar
+15
The customer service is absolutely superb. Quick response; helpful, clear answers to questions; quick turnaround for customization.
Searches can be difficult to return to. They lack pagination customization.
We enter all our AR and AP transactions into Knowify and it syncs beautifully with QB. Absolutely love the built in AIA billing format and the ability to email out of the application.
The guys have problems all the time with the clocking in.
I LOVE the invoicing system and contracts and having it sync with emails its great. Also the employees ability to check into a specific job.
Customer service doesn't take the time to determine what is wrong.
I like the ease of creating proposals, I love the new home screen. Knowify's customer service is top notch.
Te main problem that I solved was time, now I have the bidding and invoicing in the same program.
The product is perfectly designed for the service industry. It's a very easy to use tool with a very comprehensive feature set that makes running my business a breeze.
Like the sub-client feature. Really like the ability to customize the contract.
The integrations are fantastic and keep work flow going. Their mobile app is very simple so all of our supers are able to navigate through the app in English or in Spanish which is a huge plus.
It has many useful features, templates, job costing, digital signature, customer support is fantastic.
The customer support is awesome. I get questions answered pretty quickly.
Knowify represents an excellent QB Online integrated app for specialty contractors and subcontractors. The product has all the functionality to plan, propose and engage customers.
We like being able to use AIA billing through Knowify. Finding one place to apply all job costs to a project is great.
I like the ease of use, bidding and invoicing functions most.
Knowify is also great for tracking purchases and the use of materials on construction projects.
Overall Good Software for Construction Industry.
The customer service is absolutely superb. Quick response; helpful, clear answers to questions; quick turnaround for customization.
Searches can be difficult to return to. They lack pagination customization.
We enter all our AR and AP transactions into Knowify and it syncs beautifully with QB. Absolutely love the built in AIA billing format and the ability to email out of the application.
The guys have problems all the time with the clocking in.
I LOVE the invoicing system and contracts and having it sync with emails its great. Also the employees ability to check into a specific job.
Customer service doesn't take the time to determine what is wrong.
I like the ease of creating proposals, I love the new home screen. Knowify's customer service is top notch.
Te main problem that I solved was time, now I have the bidding and invoicing in the same program.
The product is perfectly designed for the service industry. It's a very easy to use tool with a very comprehensive feature set that makes running my business a breeze.
Like the sub-client feature. Really like the ability to customize the contract.
The integrations are fantastic and keep work flow going. Their mobile app is very simple so all of our supers are able to navigate through the app in English or in Spanish which is a huge plus.
It has many useful features, templates, job costing, digital signature, customer support is fantastic.
The customer support is awesome. I get questions answered pretty quickly.
Knowify represents an excellent QB Online integrated app for specialty contractors and subcontractors. The product has all the functionality to plan, propose and engage customers.
We like being able to use AIA billing through Knowify. Finding one place to apply all job costs to a project is great.
I like the ease of use, bidding and invoicing functions most.
Knowify is also great for tracking purchases and the use of materials on construction projects.
Overall Good Software for Construction Industry.
The customer service is absolutely superb. Quick response; helpful, clear answers to questions; quick turnaround for customization.
Searches can be difficult to return to. They lack pagination customization.
We enter all our AR and AP transactions into Knowify and it syncs beautifully with QB. Absolutely love the built in AIA billing format and the ability to email out of the application.
The guys have problems all the time with the clocking in.
I LOVE the invoicing system and contracts and having it sync with emails its great. Also the employees ability to check into a specific job.
Customer service doesn't take the time to determine what is wrong.
I like the ease of creating proposals, I love the new home screen. Knowify's customer service is top notch.
Te main problem that I solved was time, now I have the bidding and invoicing in the same program.
The product is perfectly designed for the service industry. It's a very easy to use tool with a very comprehensive feature set that makes running my business a breeze.
Like the sub-client feature. Really like the ability to customize the contract.
The integrations are fantastic and keep work flow going. Their mobile app is very simple so all of our supers are able to navigate through the app in English or in Spanish which is a huge plus.
It has many useful features, templates, job costing, digital signature, customer support is fantastic.
The customer support is awesome. I get questions answered pretty quickly.
Knowify represents an excellent QB Online integrated app for specialty contractors and subcontractors. The product has all the functionality to plan, propose and engage customers.
We like being able to use AIA billing through Knowify. Finding one place to apply all job costs to a project is great.
I like the ease of use, bidding and invoicing functions most.
Knowify is also great for tracking purchases and the use of materials on construction projects.
Overall Good Software for Construction Industry.