Business Management Software

One drawback of Freshdesk is that its advanced features can be complex to set up and may require additional training for the team. Additionally, the mobile app has limited functionality compared to the desktop version, which can sometimes lead to delays in customer support. Review collected by and hosted on G2.com.

Freshdesk streamlines customer support by centralizing inquiries from multiple channels into one platform, reducing response times and improving issue resolution. Its automation features handle repetitive tasks, freeing up the team to focus on complex customer needs. This has led to increased team productivity, better customer satisfaction, and more efficient management of high support volumes. Review collected by and hosted on G2.com.

Customer portal visual customizations could allow a little bit more :)

Would love to see way to integrate with Clockify to automatically track time on tickets - I know Zoho has this option, but we're using Clockify as our main time tracking system to track time over all projects, not only support. Still need to explore other Zoho products - perhaps there's a way to use one of Zoho tools to track time globally. Review collected by and hosted on G2.com.

First of all we recently signed few support contracts and need arised to have a support portal where we can communicate and work with our customers. The main goal was to give customers a way to share with us issues and create tickets. And from the customer perspective they needed to be able to track and audit all tickets and have a historical view on what has been done and what issues they had. Zoho Desk provides us all of that and fulfills all the requirements. We have a system to work with client, monitor SLA and more. Customers, on the other hand, have a full view on all tickets with its full history to have an audit trail and progress that has been made. Review collected by and hosted on G2.com.

I dislike how long it initially takes to get to the needed pages. Having to open multiple tabs makes searching easier and cuts down on the amount of time I spend waiting for the page to load. It would be easier for me if everything I needed to do with one invoice could be done from the same page. I frequently have to refund invoices, and this can't be done from Intacct. I have to go to Intacct to find the information and take it to Braintree (both EFT and CC versions). There's about a week's waiting period for everything to process and sync; then I have to use Intacct to verse on one page and reprocess on another. It isn't very easy to learn at first either. Since there are so many back and forth steps, a lot of manual fixes, one thing at a time, it takes a lot of patience and asking questions. The terms are more geared towards accountants and not a billing support team. Review collected by and hosted on G2.com.

It helps me find copies of invoices for customers and reverse and reprocess invoices. All of these tasks help the customer get invoices paid and make sure the right customer is paying. Seeing all of the brand invoices in one spot helps show patterns and if any invoices aren't paid. Review collected by and hosted on G2.com.

Some times its taking a time to trace the paricular folders Review collected by and hosted on G2.com.

Primarily, Microsoft SharePoint solves the problem of managing and sharing information across an organization by providing a centralized platform for storing, accessing, and collaborating on documents, thereby benefiting users in the following ways: streamlining communication, improving document organization, and making teamwork efficient from anywhere, thereby making it possible for everyone to find the information they need when they need it. Review collected by and hosted on G2.com.

There is actually nothing to dislike about workvivo, it serves is purpose. Workivivo has a very professional and simple interface. Maybe a little improvement by adding games or exciting activities that people can play together even they are apart. Review collected by and hosted on G2.com.

Excellent Employment Platform Review collected by and hosted on G2.com.

It is a safe space were employees gather thier insight, opinions. It also a place where I got updated from my colleagues life, outside amazon. Also This makes my performanced increased more as it balance my work life and my peronal life. Review collected by and hosted on G2.com.

Salesforce Service Cloud is a very good platform, but requires a lot of add-ons for what I would have considered basic functionality, such as quote formatting. All of these add-ons are often all priced per user, so costs quickly rise depending on the number of users that you have on the Salesforce Platform. Review collected by and hosted on G2.com.

Receiving, logging, tracking customer complaints, complaint documentation, complaint images, complaint specific and both sort term and long term complaint resolutions. Review collected by and hosted on G2.com.

The down sides that we encounter lie within in the advanced inventory management. There is a need within our organization to exlude specific locations or customers settings from reorder point auto-calculate functions. We are very location specific and would like more options available regarding inventory management. Review collected by and hosted on G2.com.

NetSuite has allowed our company to grow and evolve. We are able to streamline process and ensure that we are staying ahead of the competition. Review collected by and hosted on G2.com.

Extra module though not always needed. DIscontinuation of the SaaS discovery product, the out of the BOX Integrations are great but a bit limited, and building our own requires resource we dont have to hand. Review collected by and hosted on G2.com.

is our central inventory for architecture artefacts and links to other relevant systems. enables us to show management that we have a good idea fo out applications and tools in the business Review collected by and hosted on G2.com.

Its a natural fact in SaaS, but some bugs are there that can be fixed with Review collected by and hosted on G2.com.

UserGuiding is solving the challenge of user adoption and onboarding by making it easy to create interactive guides, tooltips, and walkthroughs without relying on developers. This has been a huge benefit for us because it helps new users get up to speed quickly, reduces support requests, and ensures that key features don’t go unnoticed.

By improving our onboarding process, UserGuiding has directly contributed to higher engagement, better retention, and a smoother user experience—all of which are critical for growth. 🚀 Review collected by and hosted on G2.com.

Lack of customization options in the dashboard can be a hassle for some users. All-in-all a great tool for all your business needs. Review collected by and hosted on G2.com.

I highly recommend using this business management platform. We were able to increase team collaboration and communication with its smart reporting and advanced analytics functionalities. Review collected by and hosted on G2.com.

Creates precise and comprehensive financial reports as per the accounting standards.

Reduces paperwork, manual errors and instances of data duplicity.

Allows better control through improved financial management and forecasting.

Streamlines the accounts payable process and ensures payment compliance with the end-to-end invoice management system. Review collected by and hosted on G2.com.

Nothing for now. The app is great and user friendly. Review collected by and hosted on G2.com.

It helps integrate the tax engine with the ERP. Review collected by and hosted on G2.com.

Guru's browser extension sometimes does not work natively. It is also subject to a learning curve that takes time to digest and fully grasp. These are only minor hudles to go through however and do not really affect my experience. Review collected by and hosted on G2.com.

Guru compounds our internal knowledge base and provides us many great opportunities to offer more personalized and higher-quality support to our client base daily. Review collected by and hosted on G2.com.

Some learning curve shifting from QBO to Xoro Review collected by and hosted on G2.com.

Helping us tie together our entire operation, from purchase to manufacturing to shipping to accounting and reporting. Review collected by and hosted on G2.com.

While Atera offers a robust set of features, the reporting tools could be more customizable to meet specific business needs. Additionally, while customer support is responsive and helpful, implementing new feature requests or updates can take longer than anticipated. Lastly, the platform would benefit from more granular controls in workflow customization to cater to complex environments. Review collected by and hosted on G2.com.

Atera helps us manage and monitor our clients' IT environments seamlessly, addressing issues before they become critical. The RMM capabilities ensure real-time device monitoring and proactive alerts, significantly reducing downtime. The automation of ticketing and troubleshooting has saved us countless hours, improving both response times and client satisfaction. Additionally, Atera's flat-rate pricing allows us to scale our services without worrying about unpredictable costs, making it an invaluable tool for our growing business.

The integration of PSA features has streamlined our billing and reporting processes, ensuring transparency and efficiency when managing client accounts. Overall, Atera has improved our operational workflows, enhanced customer relationships, and allowed us to focus on delivering top-tier IT services. Review collected by and hosted on G2.com.

Overall, we do have significant complaints about Acumatica. I would say we would like to see more low-code/no-code workflow capabilities across the platform. Also, the security setup is complex (albeit powerful), so continuing to enhance the ease-of-use of the application security would be desirable. Review collected by and hosted on G2.com.

We are leveraging Acumatica to be our primary accounting system as well as a basis for our operational client billing and management sytem in the Home Care industry. We are using the Field Service components along side of the project accounting aspects plus we are significantly extending the product with the Acumatica development platform. This is all to replace our heavily customized Dynamics SL system that we need to migrate away from. Review collected by and hosted on G2.com.

We are very happy with Rillet and their response to our needs and requested updates! Review collected by and hosted on G2.com.

Creation of KPIs / Stripe booking and Automation of our supporting schedules Review collected by and hosted on G2.com.

Nothing to add here as I found the platform to be very intuitive and user friendly. Team has been prompt with their assistance. Review collected by and hosted on G2.com.

Our company facilitates peer-to-peer lending and we are perhaps the largest in the country. So naturally we handle a large number of transactions on a daily, weekly and monthly basis. This leads to a lot of data being generated. To manage and reconcile this data, we are using Kosh. The platform has features like monitoring unresolved transactions and generating customs reports which my team and I find extremely beneficial. Review collected by and hosted on G2.com.

There are minor enhancement requests we have submitted for FloQast compliance: adding filters to some of the compliance screens; being able to link narratives and controls across different audit projects (corp controls vs IT controls, for example). Review collected by and hosted on G2.com.

FloQast has introduced substantial efficiencies to our close process by providing real-time visibility into status updates, enhancing collaboration between our finance and accounting departments. The “watch” feature enables the finance team to monitor the accounting team’s progress, allowing them to initiate their tasks at the appropriate stage. In a remote work environment, this functionality has been particularly beneficial in helping our team stay aligned. Additionally, auditor access has been highly valuable, streamlining audit workflows. Review collected by and hosted on G2.com.

Bank feeds are through Yodlee for Australian users - this can take up to a week to fetch new transactions, or, have to be manually refreshed with accounts protected by 2FA. This is an issue I have raised with our bank and Zoho, but seems to be taking longer than expected to resolve. This issue isn't the wort to have, just inconvenient at times. Review collected by and hosted on G2.com.

Zoho Books helped us move away from Xero, which as helped us integrate with a solid suite of apps to help us deliver products directly to our customers. Books is easy to grasp, highly secure and reliable. We have never had an issue accessing it, even outside of normal business hours. Review collected by and hosted on G2.com.

I have yet to experience a downside of using Campfire. Review collected by and hosted on G2.com.

Consolidating and reporting multiple legal entities with numerous currencies was a headache, and expensive, in Netsuite. Campfire makes it easy and fun! Additionally, Campfire has a dashboard with KPIs that are relevant to my business that I can actually trust. This makes internal and external reporting much easier and less stressful. Review collected by and hosted on G2.com.