Patrick T.
Accounting, 1-10 employees
More than a year
“First-rate support”
Pros
The staff and their support are first-rate. All the features are a perfect match for a firm of our size and are very practical.
Cons
A few potential limitations: there's no ACH payment support for Canadian banks and you can't see workflow tasks on a calendar until they are assigned to a specific person. I'm also not aware of any reports that connect to the workflow, making it hard to track our team's workload or assess progress against the budget.
Rating Distribution
Ease of use
8
Value for money
9
Customer Support
9
Functionality
8
Carrie H
Accounting, 11-50 employees
Less than a year
“Customer support isn't that cool”
Pros
The pricing is reasonable and it's pretty simple to handle, plus the training videos embedded in each module are an added bonus.
Cons
While this platform does a lot of things well, it doesn't quite hit the mark for managing customer relationships.
Rating Distribution
Ease of use
8
Value for money
9
Customer Support
9
Functionality
7