Auto Glass Quote Software

Typically, Auto Glass Quote is a capability of a variety of other G2 Software categories. See more below to select the

best Auto Glass Quote Software.

Zenskar

Zenskar

(63)4.9 out of 5

John Z.
JZ
“Seamless billing and revenue recognition for our government contracts.”
What do you like best about Zenskar?

Managing billing and revenue recognition across hundreds of customers was once a tedious, manual process using spreadsheets. Zenskar has automated it for all our contract terms variations while keeping revenue recognition ASC 606 compliant.

With Zenskar, we achieved 100% accuracy in revenue recognition and closed books faster. Review collected by and hosted on G2.com.

What do you dislike about Zenskar?

I can’t think of anything negative about Zenskar. The platform has fulfilled all our requirements, and their team’s support has been outstanding. Being in touch on Slack has made communication seamless, and their level of customization and dedication is truly remarkable. Review collected by and hosted on G2.com.

What problems is Zenskar solving and how is that benefiting you?

What I appreciate most about Zenskar is how it automates billing and revenue recognition across diverse contract terms while maintaining ASC 606 compliance. I no longer spend hours creating invoices or matching remittances to invoices—a major efficiency boost for our small finance team.

Their automated revenue recognition engine seamlessly handles even complex scenarios, including back-loading revenue recognition and managing contingencies for contracts with shifting timelines. Review collected by and hosted on G2.com.

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NetSuite

NetSuite

(3,567)4.0 out of 5

NetSuite

(3,567)4.0 out of 5

NetSuite is a cloud ERP solution, providing a suite of applications, from accounting and financial planning, to warehouse management, ecommerce, inventory management and beyon

Top Auto Glass Quote Software Result from ERP Systems

Also listed in UKG Marketplace, Distribution ERP, Discrete ERP, Subscription Billing, Revenue Management


JW
“Netsuite will help bring our company to the cutting edge.”
What do you like best about NetSuite?

The best part about NetSuite is the ease of use for new users across our organization. Being able to add new users and have them up and running within a few days is a huge time save for our business. The fact that there are constantly new updates and features to the software always make me feel like we are on the cutting edge of each new type of technology. Review collected by and hosted on G2.com.

What do you dislike about NetSuite?

Our biggest challenge so far has been the pace of implementation. This is a lengthy process to find out exactly how to make NetSuite fit with our business, but putting in the effort up front will certainly go a long way down the road. Review collected by and hosted on G2.com.

What problems is NetSuite solving and how is that benefiting you?

NetSuite is helping us solve a terribly slow period close process. We were taking anywhere from 25-35 days to close a single month in our old system. We hope that with NetSuite we will be closed within 15 days after month end. Review collected by and hosted on G2.com.

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AutoLeap

AutoLeap

(416)4.8 out of 5

AutoLeap

(416)4.8 out of 5

AutoLeap provides a powerful all-in-one auto repair shop software that enables auto repair shops to run their business with ease, turbocharge technicians, save time and make m

Top Auto Glass Quote Software Result from Auto Shop Management

Also listed in Auto Repair


HM
“Easy Choice”
What do you like best about AutoLeap?

That it is a dynamic system and that I can access it no matter where I am at, as I use it 5-7 days/week.

When we made the decision to switch to AutoLeap, we knew it was an easy choice. Sure, making changes is always scary when you've been using the same software for years, but AutoLeap made it an easy transition with the integration. They set it all up for you, make sure they turn out exactly what it is you are wanting. They check in with you weekly on Zoom to answer any questions you have and will do a remote session with you, to see firsthand what you are experiencing, so they can resolve any questions or issues to the fullest. I love that their system is dynamic and customizable. There is never a ticket that goes ignored as you are constantly seeing everything that is currently going on in the shop. We have been using AutoLeap now for 3-4 months and there is honestly very little, if anything that I see needs changing. Two thumbs up! Review collected by and hosted on G2.com.

What do you dislike about AutoLeap?

The only thing I am not crazy about, is when navigating AutoLeap, it will open a new window everytime you click to start something new, but with that also comes some perks, as you are able to reference previous windows easier. Review collected by and hosted on G2.com.

What problems is AutoLeap solving and how is that benefiting you?

Everything. We can see much clearer; money being made, sales, technician hours, everything. We changed software for this very reason. AutoLeap works FOR you. Review collected by and hosted on G2.com.

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Stampli

Stampli

(1,348)4.6 out of 5

Stampli

(1,348)4.6 out of 5

Stampli is the only finance operations platform centered on AP.

Top Auto Glass Quote Software Result from AP Automation

Also listed in Enterprise Payment, Invoice Management, Expense Management, Billing, Accounts Payable (AP) and Spend Analysis


Alex T.
AT
“Seamless AP Automation, Vendor Management”
What do you like best about Stampli?

Stampli simply solved our AP problem. My experience with their team and product has been exceptional from the introductory sales call through "go live", adding additional features (Vendor Management, Stampli Pay) and ongoing customer support. The integration with Sage Intacct is flawless, the best of of the handful of products that we integrate. I would enthusiastically recommend Stampli to any business that needs to organize and modernize its AP processes. Review collected by and hosted on G2.com.

What do you dislike about Stampli?

I have absolutely "no notes" on this. Stampli is my team's favorite tool, and my company refers to Stampli as the best software implementation we have ever done. Review collected by and hosted on G2.com.

What problems is Stampli solving and how is that benefiting you?

Vendor management including collection of necessary documentation (COIs, W-9s). Payments: with Stampli we have stopped mailing checks and sending wire transfers. AP automation: before Stampli our AP processes were entirely manual and reliant on E-mail. We were completely disorganized and often late paying vendors. Review collected by and hosted on G2.com.

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Shopmonkey

Shopmonkey

(398)4.6 out of 5

Shopmonkey

(398)4.6 out of 5

Shopmonkey is a smart and simple software to run, understand, and grow your repair shop. Shopmonkey makes running a repair business easy with a cloud-based platform that is ex

Top Auto Glass Quote Software Result from Auto Shop Management

Also listed in Auto Repair, Heavy-Duty Repair


Sadie S.
SS
“Excellent Program, Needs a Little Work After Update”
What do you like best about Shopmonkey?

Shopmonkey is so helpful with keeping all my workorders organized and in different categories. I love that I don't have to flip through paper tickets anymore and I can search keywords to find tickets. I also like that it keeps track of time of each employee and I am able to run a payroll report directly from the timeclock page. Review collected by and hosted on G2.com.

What do you dislike about Shopmonkey?

My main dislike currently with Shopmonkey is the syncing with Quickbooks. After the update to 2.0 my inventory did not transfer over correctly so it is throwing my numbers off. This also makes it hard because if an item does not show up in Shopmonkey I have to go to Quickbooks to find the item and the price of it. I am the only one who can do this so it makes my job much harder. I also wish that the paid invoices and invoices themselves automatically transferred to Quickbooks instead of going to Accounting Link and then to Quickbooks. They are currently working on some of the issues but it all takes time. Review collected by and hosted on G2.com.

What problems is Shopmonkey solving and how is that benefiting you?

Using less paper and ink throughout the month. Helping with major organization issues from the past. Easier to search to see if tickets were missed throughout the month. Review collected by and hosted on G2.com.

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Prisync

Prisync

(158)4.7 out of 5

Prisync

(158)4.7 out of 5

Prisync is a competitor price tracking software that delivers online retailers a dynamic view of competitor's prices and product assortments with its dashboard and reports, se

Top Auto Glass Quote Software Result from Pricing

Also listed in Retail Pricing, Brand Protection


NC
“Great customer support from Tuluhan & Great pricing software.”
What do you like best about Prisync?

Firstly I must say how great Tuluhan at Prisync.com was. He was exceptionally has significantly improved our pricing strategy and competitive intelligence. Here are the top aspects I appreciate the most:

1. Accurate and Comprehensive Data: Prisync provides highly accurate and up-to-date pricing information. The extensive data coverage allows us to monitor competitors' prices across multiple platforms, ensuring we always stay competitive. We use this frequently every day.

2. User-Friendly Interface: The platform is incredibly intuitive and easy to navigate. Setting up and managing products is straightforward, and the dashboard provides a clear and concise overview of essential metrics.

3. Automation and Efficiency: Prisync's automation features save us a tremendous amount of time. Automatic price updates and alerts mean we no longer need to manually check competitor prices, freeing up our resources for other critical tasks.

4. Customizable Reports: The ability to generate customizable reports is a game-changer. We can tailor reports to our specific needs, enabling better decision-making and strategic planning.

5. Exceptional Customer Support: A standout feature of our experience with Prisync has been exceptional customer support, particularly from Tuluhan. Tuluhan was amazingly quick to respond and efficiently dealt with any issues we encountered. Their prompt and effective support made a significant difference and ensured we could continue using the platform without any extended downtime.

6. Scalability: Whether you're a small business or a large enterprise, Prisync scales to meet your needs. The flexibility of their pricing plans allows us to expand our use of the service as our business grows.

7. Integration was easy and I believe it will get even better with their XML file system to allow streamlined syncing.

Overall, Prisync is an indispensable tool for our pricing strategy, providing the insights and automation we need to stay ahead in a competitive market. The excellent support, especially from team members like Tuluhan, further enhances the value of this platform. Review collected by and hosted on G2.com.

What do you dislike about Prisync?

Manual Effort Needed: While the automation features are generally excellent, the need to manually address issues like missing URLs detracts from the overall efficiency of the system. A more robust mechanism for automatically correcting these issues would be beneficial. Review collected by and hosted on G2.com.

What problems is Prisync solving and how is that benefiting you?

Auto syncing products using XML files from my website to make it a lot easier and more accurate. Review collected by and hosted on G2.com.

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Tekmetric

Tekmetric

(272)4.8 out of 5

Tekmetric

(272)4.8 out of 5

Simplify your life. Supercharge your shop. Auto repair software that drives results.

Top Auto Glass Quote Software Result from Auto Shop Management

Also listed in Auto Repair


BT
“Happy Tekmetric user”
What do you like best about Tekmetric?

After using several shop management systems, we were lucky enough to meet the Tekmetric team at a conference. Their staff was knowledgeable and understood our shops neeeds. We made the switch to Tekmetric and couldnt be happier. When we joined, it was early on in Tekmetric's development. It was already leaps above their competitors, but was lacking a few features. The transfer process was easy, they took care of all it. This is important since we use it all day, they made our down time very minimal. One of our favorite things is their feature request board, where suggestions can be made, voted on by Tekmetic user community, and they make it happen. Super excited for their merchant integration as well, they always think of ways to make our business easier. #TekmetricForLife Review collected by and hosted on G2.com.

What do you dislike about Tekmetric?

Its odd to say this about a company or a product, but there are no negatives or downsides with Tekmetric. Any issues that may arise, are taken care of by them immediately, they listen to feedback from their users, and this is they ensure you are using the best software on the market today. Review collected by and hosted on G2.com.

What problems is Tekmetric solving and how is that benefiting you?

Tekmetric is consatntly solving problems, designing new features requested by users and bringing the best platform to the market. Review collected by and hosted on G2.com.

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Cacheflow

Cacheflow

(57)4.6 out of 5

Cacheflow

(57)4.6 out of 5

Cacheflow is a deal-closing platform that automates quote to close, enables complex usage-based pricing, and has an interactive, self-serve checkout experience that automates

Top Auto Glass Quote Software Result from CPQ

Also listed in Quote-to-Cash, E-Signature, Proposal, Pricing, Subscription Billing


Brittany G.
BG
“I highly recommend that others implement Cacheflow. You will not regret it!”
What do you like best about Cacheflow?

Cacheflow has helped us simplify our processes and created a centralised source of truth for our subscriptions. Previously, we had to rely on multiple systems and manual data checks, which took a lot of time and effort from our teams. Now, we have one location that we use daily across the business.

Our proposals were too complicated and overwhelming. Moving to Cacheflow has given us a clear and easy-to-understand order form for our customers and us. Integrating into Hubspot and Docusign means we have the right data where we need it.

The cache flow team has been so supportive and takes your feedback seriously. During our implementation, they were always on hand to help ensure we got the most out of the platform. Review collected by and hosted on G2.com.

What do you dislike about Cacheflow?

Some functionality is in its infancy. It works, but it could be more customisable to our needs. For example, some of the terminology on the order forms is US-focused, and it can't be changed.

However, we have compromised here as the pros outweigh the limitations, and we constantly see Cacheflow enhance functionality. Review collected by and hosted on G2.com.

What problems is Cacheflow solving and how is that benefiting you?

We relied on multiple systems that didn't interact effectively. We lacked a single source of truth for subscriptions, leading to frequent back-and-forth communication between teams to verify data and ensure financial accuracy. Review collected by and hosted on G2.com.

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BILL AP/AR

BILL AP/AR

(1,165)4.4 out of 5

BILL AP/AR

(1,165)4.4 out of 5

BILL (previously Bill.com) is a leader in financial automation software for small and midsize businesses. BILL solutions empower businesses to automate their finances, providi

Top Auto Glass Quote Software Result from AP Automation

Also listed in Enterprise Payment, Accounts Receivable, Invoice Management, Billing, Contractor Payments


Sairam S.
SS
(Original )Information
“Excellent for AP/AR”
What do you like best about BILL AP/AR?

Automates routine tasks such as invoice processing, payment scheduling, and reconciliation, reducing manual effort and speeding up financial operations. Minimizes human errors by automating data entry and calculations, leading to more accurate financial records and fewer discrepancies. Helps schedule and manage payments effectively, ensuring timely settlement of invoices and avoiding late fees or penalties. It provides throughout-the-day customer support, making it easy to solve issues in real-time. It is not very complicated to integrate with other software/applications that I use regularly. I use this application on a day-to-day basis. Review collected by and hosted on G2.com.

What do you dislike about BILL AP/AR?

Implementing Bill AP/AR software can be complex and time-consuming, requiring careful planning and potentially significant changes to existing processes. Review collected by and hosted on G2.com.

What problems is BILL AP/AR solving and how is that benefiting you?

Features user-friendly interfaces that simplify tasks and reduce the learning curve for staff, improving overall productivity. Can integrate with banking systems to automate payment processing and reconciliation, reducing manual bank statement handling. Provides secure handling of sensitive financial information, including encryption and access controls to protect against unauthorized access. Review collected by and hosted on G2.com.

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FreshBooks

FreshBooks

(854)4.5 out of 5

FreshBooks

(854)4.5 out of 5

A fast way to invoice clients, track time & run your small business in the cloud. Join all of FreshBooks users who are making billing painless. Try it Free!

Top Auto Glass Quote Software Result from Accounting

Also listed in Time Tracking, Expense Management, Payroll, Billing, Payment Processing


VT
“An essential accounting tool for all of your financial requirements”
What do you like best about FreshBooks?

Planning invoices and making my own reports are two of FreshBooks' most appealing features. Even individuals without accounting background will find its user interface to be straightforward and simple to use, making financial management a joy. In addition to keeping track of spending, I am also adept at managing invoices and generating financial reports; our company has also been successful in performing sales tax computations. I really enjoy how you can sync your bank transactions so you always know when your accounts are up-to-date. The most time-saving feature is the ability to collect payments immediately from the invoice. Review collected by and hosted on G2.com.

What do you dislike about FreshBooks?

I think the reports could be more user-friendly if they were less complicated; having Fathom reports makes them seem complicated. Review collected by and hosted on G2.com.

What problems is FreshBooks solving and how is that benefiting you?

To keep tabs on company money, send out invoices, and manage our bookkeeping, we utilize FreshBooks. Because of it, we have been able to automate time-consuming and error-prone tasks like repeating invoicing and tracking overdue payments. We are now better able to see the company's financial health and make strategic decisions thanks to the transparency of financial reporting. It facilitates a plethora of tasks, including expense control, budgeting, report review, invoice creation and sending, and payroll processing. To avoid financial losses, FreshBooks keeps us apprised of our project's financial status. Review collected by and hosted on G2.com.

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Zoho Invoice

Zoho Invoice

(351)4.7 out of 5

Zoho Invoice

(351)4.7 out of 5

Zoho Invoice is an online invoicing app that is designed to help you create beautiful invoices, track payments and get paid faster.

Top Auto Glass Quote Software Result from Billing


NW
“Great Invoicing w/ 10 step log in”
What do you like best about Zoho Invoice?

I love that my invoices can be set up to auto-renew and come to my inbox to approve before they are sent out. I heavily use this app at the beginning of the month to make sure I get paid. The Invoices are easy to set up, and you know if you are setting up for recurring or just one-time use. Review collected by and hosted on G2.com.

What do you dislike about Zoho Invoice?

I know security is a big deal, and people really need better security, but to sign in, you have to have an authenticator on your phone, scan a QR code, and then enter a code after entering the typical user name and password. It just seems to be a bit much. Review collected by and hosted on G2.com.

What problems is Zoho Invoice solving and how is that benefiting you?

I have reacurring billing for my clients and Zoho helpls to remind me that I need to send an invoice so that people remember to pay. Review collected by and hosted on G2.com.

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EBizCharge

EBizCharge

(86)4.8 out of 5

EBizCharge

(86)4.8 out of 5

EBizCharge payment gateway integrates with over 50 ERP, CRM, accounting, and eCommerce solutions, and is designed to: reduce processing costs by 15-40%, increase payment proce

Top Auto Glass Quote Software Result from Payment Gateways

Also listed in Embedded Payments, Payment Processing, Subscription Billing, Enterprise Payment, Accounts Receivable


Lori L.
LL
“Satisfied Customer”
What do you like best about EBizCharge?

They are great about working with us to resolve any of our concerns. The processes are easy so we are able to get funds into our account as they are made. They are easy to work with if there is a claim. They file paperwork and handle everything up to processing the documents to the banks. They also set parameters so that we can keep fraud transactions from happening. This is nice especially around holidays. Review collected by and hosted on G2.com.

What do you dislike about EBizCharge?

I really have not found anything that I dislike. They have been on top of everything. Review collected by and hosted on G2.com.

What problems is EBizCharge solving and how is that benefiting you?

Keeping parameters so that there is less fraud. They flag transactions for them to be looked into before they are processed. Review collected by and hosted on G2.com.

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MonetizeNow

MonetizeNow

(26)5.0 out of 5

MonetizeNow

(26)5.0 out of 5

Integrated Quoting and Billing (including Usage) Platform for the Modern B2B SaaS Enterprises with customers coming from different channels (including marketplace).

Top Auto Glass Quote Software Result from CPQ

Also listed in E-Signature APIs, Quote-to-Cash, E-Signature, Billing, Proposal


Alexander M.
AM
“Great System, Great Team, Great Results”
What do you like best about MonetizeNow?

- The team is absolutely fantastic and highly responsive

- Product is intuitive, solved several issues I had with other systems (mostly pricing/discount schemes)

- Incredibly quick to implement - as long as you have your ducks in a row

- Integrates seamlessly with my core infrastructure

- Makes the entire quote to cash process a breeze Review collected by and hosted on G2.com.

What do you dislike about MonetizeNow?

- No complaint about the product. Recommend. Review collected by and hosted on G2.com.

What problems is MonetizeNow solving and how is that benefiting you?

We have had multiple cumbersome quote to cash and billing systems that were disentangled from one another and our CRM. MonetizeNow solved all of that for us. Review collected by and hosted on G2.com.

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Pricer24

Pricer24

(30)5.0 out of 5

Pricer24

(30)5.0 out of 5

Pricer24 is an Enterprise SaaS BI-solution for category managers of brands and online stores. The company provides clients with a comprehensive platform that offers insights o

Top Auto Glass Quote Software Result from Pricing


AB
“Excellent pricing software for prices tracking”
What do you like best about Pricer24?

Working in a highly competitive niche, what I appreciate the most is that Pricer24 provides us with up-to-date information on the prices and availability of products on our competitors' digital shelves. It's as if I have a dedicated team of analysts at my fingertips, providing me with real-time data, already visualized in the form of dashboards and tables. Extremely comfortable! Review collected by and hosted on G2.com.

What do you dislike about Pricer24?

I'm completely satisfied with the service and the team. Review collected by and hosted on G2.com.

What problems is Pricer24 solving and how is that benefiting you?

Pricer24 solves for us the important problem of maintaining competitiveness in e-commerce. It's not just price tracking; it’s a comprehensive understanding of our competitors. With the help of Pricer24, I can easily analyze the assortment of our competitors' products, their promotions, and even evaluate the popularity of a particular product by analyzing reviews and ratings. This depth of data enables me to make informed decisions about pricing, product availability and marketing strategies. Review collected by and hosted on G2.com.

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vcita

vcita

(74)4.6 out of 5

vcita

(74)4.6 out of 5

The vcita platform redefines small business by empowering online visitors to engage, driving more opportunities from the web, mobile, email and social.

Top Auto Glass Quote Software Result from Online Appointment Scheduling

Also listed in Business Scheduling, Online Form Builder, Invoice Management, CRM, Billing


ST
“Makes my life easier”
What do you like best about vcita?

Very easy to configure and a very friendly team to clarify any queries I had.

The level of customisation for my business in what regards services, it's soooo flexible.

The fact that I can connect it with Office365

Multiple online payment options for my clients

Widget to set on my own website

Customer Portal and Chat feature

Option to select other languages than english

Customisation of every notification

Automates most of my business daily tasks

Support team is great! Review collected by and hosted on G2.com.

What do you dislike about vcita?

Nothing, but I'd love the option to allow multiple languages to be set in parallel

Would also like to have the possibility to generate invoices for already paid services, for tax purposes. Review collected by and hosted on G2.com.

What problems is vcita solving and how is that benefiting you?

I tested dozen of similar platforms and none would fully fit my needs. With vcita I was able to gather almost 100% of my needs and it makes my life so much easier with the level of customisation that it has. I can configure my services, packs, synch my calendars, offer multiple payment options, have the widget on my website and make use of the links to set up specific offers straight into my website. I also love the Customer Portal and how easy it is to chat and share documents with my clients. Review collected by and hosted on G2.com.

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Wave Invoicing

Wave Invoicing

(15)4.6 out of 5

Wave Invoicing

(15)4.6 out of 5

Top Auto Glass Quote Software Result from Billing


Suman B.
SB
“One of the best Invoicing Software for Freelancers & Small Business”
What do you like best about Wave Invoicing?

Wave Invoicing is one of the best user-friendly cloud invoicing software I used. It has all the features required to generate invoices and Freelancers, Small Business owners, as well as other self-employed professionals, will find it very helpful. It has a mobile app so that anyone can generate invoices on the go. And to top it all it's free to use. Review collected by and hosted on G2.com.

What do you dislike about Wave Invoicing?

Some features are not available in my country (India) such as Payment collection from the clients and making of GST-compliant invoices. Payment collection is only available in some countries. Review collected by and hosted on G2.com.

What problems is Wave Invoicing solving and how is that benefiting you?

Generating Invoices and Estimates for clients.

Sending automatic reminders for collecting payments.

Sending auto-payment receipts.

Payment collection from clients by integration Stripe payment gateway directly in Wave. Review collected by and hosted on G2.com.

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Anchor

Anchor

(26)4.8 out of 5

Anchor

(26)4.8 out of 5

Anchor is the leading AR automation platform that gets businesses paid on time, every time, effortlessly. With NO subscription fee, you can send an Anchor agreement and your c

Top Auto Glass Quote Software Result from Billing

Also listed in Cash Flow Management, Accounts Receivable, Invoice Management, Proposal


DJ
“Robust, secure invoice management for a great price!”
What do you like best about Anchor?

Anchor is a brilliantly designed service with a robust array of features for invoice management. Our academy uses it for tuition invoicing. We are happy to be able to set up monthly payments, lump sum payments, and special payments. We can make changes with ease. Our parents apprecite being able to see their history and future payment details. Implementation was great and the support is superb. They have been very open to our recommendations for added features. Review collected by and hosted on G2.com.

What do you dislike about Anchor?

We look forward to being able to issue refunds. As a private school, students sometimes choose to drop a class or withdraw, which requires a tuition refund. This feature hasn't yet been added to the Anchor set of features. Review collected by and hosted on G2.com.

What problems is Anchor solving and how is that benefiting you?

We just used Stripe before Anchor. Our customers didn't have visibility of their history. It is easier to set up invoices, make changes and manage agreements with Anchor. It's less expensive to use and takes less time for our finance manager to handle invoicing, which also saves us money. Review collected by and hosted on G2.com.

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Tridens Monetization enables service providers to quickly launch innovative digital subscription and usage-based services that differentiate against competitors, develop recur

Top Auto Glass Quote Software Result from Subscription Billing

Also listed in Billing, Subscription Management, Subscription Revenue Management, Subscription Analytics


TA
“Cloud Computing and SaaS Billing”
What do you like best about Tridens Monetization?

The solution is highly flexible in terms of product configuration. Things such as proration, adjustable billing cycles, detailed discounts, and bundling of services are easy to design and maintain. Business operation tasks are configurable so there is a lot of automation options. Review collected by and hosted on G2.com.

What do you dislike about Tridens Monetization?

The Business operations UI section offers very high flexibility, but the look-and-feel has some room for improvement. I can see that the rehaul of this section is on Tridens' roadmap, which is great news! Review collected by and hosted on G2.com.

What problems is Tridens Monetization solving and how is that benefiting you?

When we manage to fully automate the »Order 2 Cash« process we will save plenty of time and resources. Monetization is currently used primarily for annual and monthly billing of our clients for cloud computing services such as secure data storage and SaaS products. Our clients are both commercial and non-commercial, and Monetization offers good distinction between the two in terms of reporting and analytics. Review collected by and hosted on G2.com.

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Copilot

Copilot

(184)4.8 out of 5

Copilot

(184)4.8 out of 5

Copilot is an all-in-one solution for companies that run virtual professional services businesses. With Portal, you can quickly setup an online presence and give your clients

Top Auto Glass Quote Software Result from Client Portal

Also listed in Business Instant Messaging, Knowledge Base, Q&A Platforms, Cloud File Storage, Online Form Builder


Julian M.
JM
“Fantastic Client Management System for businesses of all sizes”
What do you like best about Copilot?

Simplicity and ease of use, both for the company and for the customers. I've had no issues getting people logging in and uploading files/signing contracts (which was what I was most concerned about). The ease of implementation took days, and the customer support is absolutely fantastic. Review collected by and hosted on G2.com.

What do you dislike about Copilot?

\The overall lack of external apps for now does potentially hurt it (although the API seems to be quite good and they're looking to support developers). Along with that, depending on how much customisation you need it may not be the best for you. Although, considering the simplicity and ease of integration, why not give it a go? Review collected by and hosted on G2.com.

What problems is Copilot solving and how is that benefiting you?

Particularly, it's helping solve the absolute pain of "send X files over". They're organised, have a high file limit, and don't mean I need to send an upload link to something like mediafire or drive via email. It looks so much more professional and I love it. Review collected by and hosted on G2.com.

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Clientary

Clientary

(45)4.7 out of 5

Clientary

(45)4.7 out of 5

Clientary is a full-suite professional services platform to manage Proposals, Estimates, Projects, Hours, Invoices, Payments, Staff, and Clients. We help businesses win client

Top Auto Glass Quote Software Result from Proposal

Also listed in Time Tracking, E-Signature, Billing, Online Form Builder, Client Portal


Verified User in Consulting
GC
“The only validation you need- Clientary”
What do you like best about Clientary?

I've been using Clientary for a while now, and I gotta say, it's been a game-changer for my small business. The thing I love most is how easy it is to use. I'm not exactly a tech whiz, but I picked it up pretty quickly. It didn't take long to set everything up, and before I knew it, I was managing projects, tracking time, and sending invoices like a pro.

One thing that really stands out is how many features they've packed into this thing. It's like a Swiss Army knife for business management. I use it almost every day for different tasks - from keeping tabs on leads to creating proposals. It's pretty cool to have all these tools in one place instead of juggling a bunch of different apps.

The customer support has been solid too. I've only had to reach out a couple of times, but they were quick to help me out. That's always a relief when you're trying to figure things out.

I will say, I haven't really tried to connect Clientary with other software. To be honest, I haven't needed to. It does so much on its own that I haven't felt the need to add anything else to the mix. Review collected by and hosted on G2.com.

What do you dislike about Clientary?

First off, the task management isn't all that great. If you're used to fancy project management tools, you might be a bit disappointed. You can't add custom fields to tasks or upload files directly to them, which can be a pain when you're trying to keep everything organized.

Another thing that drives me nuts is how slow it can be sometimes. There are days when I'm sitting there twiddling my thumbs for 4 or 5 minutes just waiting for the dashboard to load. Talk about a coffee break I didn't ask for!

Oh, and if you're always on the go, you might miss having a mobile app. It's kind of a bummer not being able to quickly check things on your phone when you're out and about.

One small thing that gets on my nerves is having to enter my email twice to log in. I mean, come on, it's 2024! Why do I need to type it twice?

And if you're working on a laptop without a mouse, get ready for some frustration. For some reason, you have to right-click and open things in a new tab a lot, which is a real pain when you're just using a trackpad.

Don't get me wrong, Clientary's not bad. It's just got a few quirks that can be annoying, especially if you're used to other software that does certain things better. But hey, no software's perfect, right? Review collected by and hosted on G2.com.

What problems is Clientary solving and how is that benefiting you?

Clientary has been a real game-changer for my small business. It's solved a bunch of headaches I used to have with managing projects, tracking time, and sending invoices. Before, I was using a mishmash of different tools and spreadsheets, which was a total mess. Now, everything's in one place, which saves me tons of time and hassle.

The invoicing feature is probably my favorite - it's made billing clients so much easier. I also love how it helps me stay organized with client info and project history. The time tracking has been super useful too, helping me price my work better. Review collected by and hosted on G2.com.

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