ClearView InFocus ERP Reviews

“Okay, though not perfect

Pros

Well I really don't know what to say here. It is not that great as there are better options available.

Cons

As I mentioned before, there is nothing special about this software. To stand with other similar products in the market, it needs to make a lot of improvements.

“Has made a positive difference

Pros

From the time I started to use ClearView InFocus, I am now able to get everything done faster, which is a big plus for me.

Cons

One thing I have noticed is that some of the features did not work the way they should.

“A great asset for our business

Pros

I liked everything about ClearView InFocus as it got us our ISO certification.

Cons

We did not use it for too long so for now I have nothing much to say here.

“Delivers on its promises

Pros

What impresses me the most about this software is its incredible adaptability as it allows us to customize it precisely to our company's unique requirements.

Cons

Personally, my main challenge with this software occurs when updates are required. For field users like myself with unreliable internet access, being unable to access time sheets until updates are completed is a bit frustrating.

“Helps us save money

Pros

ClearView InFocus has proven to be a game-changer for us. It not only boosts our efficiency but also helps us save money by cutting down on staff and operational costs.

Cons

I did not find the export to Excel quite useful. It could be improved by giving more formatting options to make it more customizable before downloading.

“Works well for us

Pros

One of the features I like most is the ability to create estimates and track projects without any hassle from start to finish. All expenses are automatically integrated into our invoicing process with adjustable markup rates. Also it is versatile, supporting multiple pricing structures and integrating well with project schedules, resource planning, timesheets and expenses.

Cons

ClearView InFocus interface feels a bit outdated to me. Also it lacks some standard reports found in products like Quickbooks. Moreover the mobile timesheet feature could use an update too even though it is functional.

“The interface is good but not perfect

Pros

The interface it has for handling daily accounting tasks is very simple and efficient, which really makes my work a lot easier.

Cons

I feel like enhancing the interface for better compatibility across different products would be advantageous.

“Amazing experience so far...

Pros

Using this software every day has really streamlined all my tasks and given me an overall great experience.

Cons

There's nothing about this software that I find displeasing.

“Worth the investment

Pros

Clearview InFocus is packed with multiple features that help me improve my project workflows and save me a ton of time.

Cons

Getting started with it was a bit challenging since the learning curve was pretty steep. I had to get training, either from our team or a third-party consultant.

“Suitable for smaller organizations

Pros

Not only is it highly intuitive, but it is also easily accessible from anywhere, as I have never encountered any issues with connectivity.

Cons

I would like it more if I had a wider selection of pre-made reports to choose from.

“Delivers results

Pros

There are multiple things that I like about it. However, the thing that impresses me the most is that it makes managing and organizing projects so much easier without any hassle.

Cons

It took me some time to familiarize myself with all the features. But one I did, the time spend on it was all worth it.

“Decent choice

Pros

I love how easy and fast it is to export reports to Excel. It's definitely one of my favorite features.

Cons

The one thing I don't like about this software is how it handles billing for reimbursable expenses. When it is part of a fixed dollar amount, it doesn't separate the time from the expense, which can be a bit confusing.

“Absolutely necessary

Pros

Because it is similar to Excel, InFocus is exceptionally easy to use. We require minimal training time. So if you are already familiar with spreadsheet software, this is one is definitely for you.

Cons

Copying entries on time sheets or APs could be more intuitive, although it's manageable for me as it is.

“Stands out among all

Pros

ClearView InFocus software really stands out because of its great functionality, flexibility it offers and how easy it is to use.

Cons

Transitioning between project administration and management during budget setup was a bit confusing for me.

“A tool that fits every needs

Pros

One of the best things about InFocus is the Gridgits on the dashboard, which pull together all kinds of information into one easy to access spot. Plus the way it handles data entry is amazing and I don't have to keep deleting and re-entering stuff for small changes. I also love the detailed reports, which are easy to understand, plus the check processing for Accounts Payable and Employee Reimbursables through the recent transaction tab is really efficient. Managing timesheets and keeping track of employee benefits hours is also not a problem anymore.

Cons

The thing I find less than ideal about InFocus is that certain functions are not very intuitive (for example, using F4 instead of Enter). I'd also prefer to see more automated benefit accruals and smoother integration with payroll software like Pensoft, especially for companies with salaried employees.

“Highly customizable specific needs

Pros

Even though I am not an accountant but a DBA/Software Developer, I really like how InFocus lets me generate customized reports, actions and dashboards both traditionally and analytically and smoothly integrate them. Thats what really makes it stand out from other options.

Cons

Sometimes, I run into inconsistencies between the applets, and it can get pretty frustrating.

“Offers the best assistance

Pros

Brock was very helpful. He met with us and created custom tools that really helped us make the most of the software.

Cons

Transitioning from so many self-hosted licenses to a cloud-based platform has been a bit difficult for us due to the initial costs involved.

“Highly responsive and helpful customer team

Pros

The customer service we got from InFocus is amazing. Their team is very responsive, whether it's through open tickets, offering walkthroughs on Webex or customizing solutions through work orders. What is even better is that the software lets end-users like us personalize everything from data presentations to security settings, permissions and reports. They also offer us ongoing training through workshops, webinars and updates, which means the software keeps improving with all the latest tech advancements.

Cons

Whenever we face any issues with InFocus, we discuss them with the support team and work together to find solutions that suit our needs. It's kind of reassuring that most issues can be resolved, and the InFocus team is receptive to our feedback and suggestions, implementing improvements that improve our efficiency.

“Clearview

Pros

Its flexibility and scalability enable us to focus on operational priorities rather than being constrained by the product. Moreover, its pricing is exceptional compared to competitors.

Cons

Setting up multi-company configurations can be tedious, requiring a thorough understanding of relationships (such as Parent, Child, Sister companies) from the outset.

“Accounting and IT Manager

Pros

It's a breeze to navigate, more intuitive than other products we've tried, and highly customizable. Overall, it's difficult to pinpoint a favorite aspect because it excels across the board.

Cons

It would be helpful if users could change the color of the Sandbox (training environment) to distinguish it more clearly from the live version during training sessions.

“Its a must have for keeping track of your resources.

Pros

The analytics feature is invaluable, allowing me to monitor multiple data points efficiently. With just a few clicks, I can track resource utilization across any timeframe, check department and associate availability at a glance, identify projects with budget concerns, assess spending against our plans, and easily track proposal status. It significantly simplifies my job.

Cons

While Project Planning and Resource Scheduler are useful, I believe more effort should be directed toward enhancing components like Earned Value and Change Order tracking, and improving tools for manipulating scheduled data.

“Top Notch Product

Pros

I like how seamlessly I transitioned from another software to InFocus. It's been user-friendly since I started using it in 2010, and it continues to improve with new features regularly. Trust me you'll be impressed!

Cons

While the reports are generally good, extensive customization is often required to achieve specific results. One drawback is the lack of a payroll application; companies managing payroll in-house will need to use a separate software alongside InFocus.

“Best ERP and Project Management Software for its price

Pros

InFocus offers all the functionality of SAP with strong internal controls that safeguard data integrity. Its user-friendly interface allows for quick queries, customizable reports, and seamless integration with third-party applications. It's a software that caters to our needs without imposing the limitations of larger systems.

Cons

Currently, there's nothing I truly dislike about the software. If I had to choose one aspect, it would be the manual process required for generating standalone statements for clients, similar to invoicing. However, clients receiving monthly invoices automatically receive their statements along with them.

“Long time customer

Pros

I successfully imported data from an outdated program (Sema4), which was a major plus.

Cons

It would be beneficial to have the ability to write code to modify templates within the software.

“User Friendly

Pros

The standout benefit of this product is its intuitive user interface. It's clean and requires minimal training to use effectively.

Cons

The main downside for me is the relatively low adoption rate among users. Otherwise, I have no complaints from my perspective.

“Office Manager

Pros

The software's ease of use is complemented by excellent support. Reports are well-formatted and easy to extract information from, tailored to our specific needs.

Cons

I would like it if the training modules were offered free of charge. Additionally, the increasing monthly maintenance costs in US dollars are becoming a concern.

“Great for small engineering firms!

Pros

This software is incredibly user-friendly, supported by an excellent team that assists with every question and issue. Its integration of daily financials, banking systems, employee timesheets, bill reviews, and invoicing makes billing simple and efficient.

Cons

Creating custom reports can be challenging, but the support staff is highly knowledgeable and always ready to assist.

“User for over 1 year

Pros

Metrics and planning - Ability to monitor projects in real-time is a crucial feature.

Cons

The interface feels clunky and could definitely be more intuitive; I encounter glitches, such as staff not being cost-calculated in project planning when added to the resource scheduler.

“InFocus A Great System

Pros

Its adaptability, robustness, and data retrieval capabilities are impressive. With a company of forty-five people spread across five office locations and six disciplines, including a majority of field personnel working across various disciplines and offices, managing hundreds of open projects for numerous clients is extremely challenging. Transitioning our extensive client, project, time, and accounting records to Clearview's system was seamless and precise, matching to the penny. Working with them has been a pleasure. InFocus delivers on its promises, and the Clearview team is exceptional to work with. Although there's a learning curve, the intuitive solutions often make you wonder why you didn't think of them yourself. Their support resources from literature to training videos are invaluable. While there may be comparable products, I doubt there's anything better; if there were, Clearview would likely match or surpass it. Competition drives us all to excel.

Cons

Encouraging colleagues within our organization to better like and utilize this management tool has been a challenge.

“Incocus is just great

Pros

The software is easy to use, simple, and not overly complex.

Cons

It's inconvenient not having a desktop shortcut directly to the login; I have to open a browser and manually type the link each time.

“Great SAAS accounting solution for an ACEC firm

Pros

The setup cost and ongoing per-seat pricing are reasonable. We were up and running online within 24 hours and had our data migrated from Deltek in just 7 business days. Technical support is excellent, with rapid responses via a dedicated user interface, usually resolving non-critical issues within 2 hours. InFocus allows for custom reports and invoice designs through Microsoft's SQL Business Intelligence Development Studio 2005.

Cons

One drawback has been the slower interface speed since switching to SaaS. Response times are notably slower compared to our previous onsite server setup. I expected better server performance in the background with SaaS, as requests now take about four times longer to process.

“InFocus Cloud

Pros

The software enables project managers to oversee project statuses seamlessly, integrating accounting, project management, and CRM functionalities in one platform.

Cons

Sometimes, navigating or designing reports can be challenging, especially without prior report-building experience.

“Quickbooks to Clearview

Pros

What I like most about this software is its capability to provide real-time critical information for making informed project decisions. The availability of numerous standard and customized reports has also been immensely useful.

Cons

Initially, the range of capabilities can be overwhelming to grasp.

“InFocus Review - Great Product

Pros

InFocus is remarkably affordable for our small firm yet provides the comprehensive functionality needed to operate like a medium to large firm financially. It also ensures compliance with government FAR regulations.

Cons

With so many features, it can take me a while to remember what each one does.

“Accessibility

Pros

Customer service is exceptional, offering valuable assistance in tailoring the program to suit my business needs with prompt responses.

Cons

The learning curve was steep, especially since I had to manage my usual workload while learning the new software, essentially doing everything twice.

“Project Management software

Pros

It simplifies tracking project costs and offers extensive options for project setup. Users can log time and expenses from anywhere, and electronic file attachments are supported throughout the software.

Cons

Some modules lack drill-down capabilities, and critical areas like posting AP/AR to closed periods could benefit from more warning messages.

“Great product for a small to medium firm

Pros

Once familiar with its layout, navigating the software and locating desired information becomes simple. I'm eager to explore its full potential and see how it can support our future growth.

Cons

It's somewhat restrictive in project structuring requirements to utilize all its features effectively. For instance, accommodating multiple project managers on one project requires workarounds due to the software's rigid assumptions.

“Endless capabilities on a dated platform

Pros

The software's capacity to capture vast amounts of data and generate a seemingly infinite array of custom reports for analysis is impressive.

Cons

The software platform feels dated and may not appeal to progressive users. While its functionality is robust with proper data input, errors often go unnoticed until attempting functions like exporting.

“InFocus has been the glue that holds our organizational pieces in place.

Pros

InFocus excels with its intuitive user interface and remarkable flexibility.

Cons

There's a slight learning curve, especially for those not well-versed in accounting principles.

“Love Clearview

Pros

It's user-friendly, well-designed, and the layout is logical and intuitive.

Cons

Occasionally, data retrieval can be slow, though this happens infrequently.

“Great, but complicated.

Pros

The customizable Dashboard is excellent, allowing me to tailor it precisely to my needs.

Cons

The user interface lacks friendliness; accomplishing tasks often involves too many steps.

“Good product getting better.

Pros

I've been using it for a decade, and over the years, the company has continuously added new features, which has been beneficial.

Cons

The software can be rigid in its supported use cases, which can sometimes be limiting.

“Easy to use and powerful

Pros

It's simple to record hours for timesheets, making it easy to use.

Cons

The UI design is somewhat plain and could benefit from more customization options.

“Clearview Software Review - Infocus

Pros

I like how the software integrates all aspects of our business from timesheets and expense reports to invoicing and bill payments making it a comprehensive solution.

Cons

Generating custom reports can be challenging if they're not pre-built into the system. It helps to have SQL background knowledge to run custom reports effectively. Despite its powerful capabilities, I feel I'm only scratching the surface and could do more with additional expertise. Customizing applets with specific boxes for our business needs has been beneficial.

“Clearview Infocus

Pros

It's relatively easy for end-users to navigate and accomplish tasks once they're familiar with it. Backend management is simple.

Cons

There was a learning curve initially, but once past that hurdle, the software felt more intuitive to use.

“Simple and Spartan

Pros

It efficiently handles tasks with a simple table input method and simple layout.

Cons

Searching and identifying clients and codes can be cumbersome. As a user, it's challenging to create summaries or track data over time without scrolling through dates and submissions.

“Masterful project accounting suite

Pros

While parts of the software have a steep learning curve, its extensive customization options make it worthwhile. With all modules included, the pricing remains competitive, especially considering the comprehensive features available.

Cons

While it lacks payroll integration, I prefer using dedicated software for payroll due to its superior functionality.

“Clearview Infocus Review

Pros

This product offers numerous features, and its integration from marketing opportunities through proposals to accounting functions smoothly.

Cons

This software has a complex interface and isn't the most user-friendly. Training is essential due to unique features that can be confusing without proper guidance. Although lacking a comprehensive user manual, the module-specific tutorials are helpful, and customer service responds promptly to inquiries.

“Project Management Portion

Pros

It's highly organized and easy to manage, with simple grouping of products and useful charts, all at a reasonable cost.

Cons

The software's appearance is overly simplistic for modern standards, which could use some improvement.

“Great SAAS accounting solution for an ACEC firm

Pros

Hosting everything in the cloud eliminates the need for onsite servers. It includes a local client install and an easy-to-use trouble ticket system for issue resolution. Being cloud-based ensures it's always up-to-date.

Cons

Periodic data slowdowns occur due to the software running on Clearview's servers. The Microsoft ClickOnce technology used for the local client integrates well with Internet Explorer and Edge but not always with Chrome, requiring additional plugins. Additionally, the absence of a hosted SMTP server means extra costs if utilizing your own for email, which I find disappointing considering the service's overall cost.