ClearView InFocus ERP Reviews

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

Pros

The software's ability to facilitate easy changes is a notable strength, despite our challenging initial experience.

Cons

Dealing with customer service and conversion teams during our software transition was a frustrating experience. Promised features and timelines were not met, resulting in significant delays and unexpected costs. I would not recommend this company based on my experience.

Pros

One of the main reasons we switched to this software was its capability to seamlessly transfer approximately 18 years of data, which was a significant benefit.

Cons

While our firm doesn't utilize all the software's functions, I recognize their importance for larger firms. It would be beneficial to have a scaled-down version tailored for smaller firms like ours.

Pros

I like that each project manager can independently review and prepare their invoices. I would like more guidance on setting up a template style that can be imported for each project and then customized as needed.

Cons

Moving time tickets around should be more streamlined. Currently, it takes numerous clicks to correct a time ticket entered in the wrong location. Improving the process for uploading documents directly without needing to first save them to my desktop would be beneficial. Additionally, consolidating the editing of fees and adding tasks into a more unified interface would enhance usability. The program's current setup lacks intuitiveness.

Pros

Our bookkeeper finds this program useful, but those entering their time often struggle with its complexity and find it time-consuming.

Cons

Navigating this software is quite challenging. It's not simple or easy to grasp, requiring multiple steps to achieve desired outcomes.

Pros

The organization is well executed. The interface is fairly intuitive. The programming design functions smoothly and is simple to navigate.

Cons

The input features sometimes seem to change unexpectedly. There are other aspects of the software that remain unfamiliar to me.

Pros

Creating expense reports is very simple, and once familiar with the program, entering time becomes efficient.

Cons

The program requires the use of Internet Explorer, and there are numerous non-intuitive keyboard commands to remember. Without knowing these quick commands, logging time becomes unnecessarily complex, involving more steps than necessary.

Pros

I value the ability to document extensively adding documents without character limits for comments. It's also convenient to copy and paste existing information.

Cons

Occasionally, information is lost when multiple users access the same timesheet simultaneously. It would be beneficial to have the ability to keep multiple timesheets open at once, each displaying different information.

Pros

The layout is pleasing, particularly the list format. The time calculation features work seamlessly. I like the option to duplicate recent items to a new timesheet.

Cons

The software lacks user-friendliness, particularly for those unfamiliar with shortcut commands, making tasks time-consuming. Navigating lengthy drop-down menus is also cumbersome.

Pros

Being online and web-based in the cloud is convenient. The dashboard is user-friendly with a visual layout. However, I wish there were better options for customizing the dashboard to suit specific needs.

Cons

I need a version compatible with Mac systems. Enhancing the dashboard customization options and integrating a feature to submit help tickets directly from the software would greatly improve usability.

Pros

The comment section in the time tracking allows us to accurately record the time spent on each client project.

Cons

The interface for entering job codes to record time feels counterintuitive. It's challenging to input a job code correctly, especially when unsure about the number of tiers or sub-categories involved, often resulting in errors.