Last Updated Nov 4, 2024

Overview

Struggling to stay organized in your projects? Chase software, with its role-tailored user setup, provides real-time control, responsive customer support, and streamlined agency management. The software ensures smoother and more efficient project operations. Explore Chase software features to embrace efficiency in your daily tasks, resulting in smooth business operations.

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Overall Rating

Based on 1 users reviews

5

Rating Distribution

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100%

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Negative

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Starting Price

Custom Pricing

What Is Chase Software?

Overview

Chase Software is an insightful business intelligence and agency management solution that caters to various industries, including advertising and PR. It offers several tools to manage projects and time, plan and buy media, and bill and collect payments to increase profitability.

The software provides real-time systems for managing jobs, media, documents, engagements, traffic, time, workflows, archiving, and costing with minimum input and maximum efficiency. It is your partner in job costing, capacity planning, timesheet automation, and retainer management, making it an essential tool for managing your advertising projects.

What Is Chase Software Best For?

Chase software is popularly known for its excellent customer support team. It offers a reliable and responsive customer support team. The team is renowned for its quick response times, technical expertise, and commitment to resolving customer issues, resulting in high customer satisfaction rates.

Chase Software Pricing

The vendor offers the following three pricing plans:

  • Timesheet – Custom Pricing
  • Lite – Custom Pricing
  • Full – Custom Pricing
Get a customChase cost based on your organization’s requirements and size.

Chase Software Integrations

Chase software integrates with the following:

  • Microsoft Teams
  • Outlook Calendar
  • Microsoft Dynamics 365

How Does Chase Software Work?

Here's how you can navigate the dashboard and make use of the software's features:

  • Log into the Chase software to access its dashboard
  • Access and manage your accounts, including checking, savings, and credit cards, from the account tab
  • Review recent transactions and search for specific ones in the transaction history section
  • Easily move money between your accounts using the transfer feature
  • Set up and manage bill payments, schedule recurring payments, and view payment history
  • Customize alerts to stay informed about account activity, balances, and more
  • Download the mobile app for on-the-go access to your accounts and features
Learn more about the platform’s features by scheduling a free Chase demo.

Who Is Chase Software For?

Chase software is used by companies of all sizes, including small, medium, and large agencies. The following industries use Chase:

  • Advertising
  • Marketing
  • Design
  • Creative
  • Finance
  • Retail
  • Public relations

Is Chase Software Right For You?

Are you looking for an agency management solution that can streamline your business operations and increase profitability? Chase Software might be the perfect fit for you. It is trusted by several clients globally, including Grey Global Group, TBWA, Publicis Groupe, Mullenlowe Group, and more. Moreover, the software is highly scalable to meet the needs of growing organizations. It also ensures data security and keeps sensitive user information confidential.

Still not sure whether to invest in Chase software? Contact our customer support team at 661-384-7070, and they will help you analyze whether the platform fulfills your organization’s needs.

Pros And Cons of Chase Software

Pros

  • Robust project management tools

  • Streamlined time tracking

  • Effective client management

  • Efficient resource allocation

  • Customizable reporting

  • Simplified billing processes

Cons

  • Steep learning curve, according to some user reviews

  • Initial setup can be time-consuming

  • Advanced features can be overwhelming

Frequently Asked Questions

Yes, Chase project management software offers an API to its users.

Chase software supports the English language.

Chase software integrates with Outlook Calendar and Microsoft Teams.

No, Chase software does not support mobile devices.

The software offers three pricing plans with a customized pricing quote: Timesheet, Lite, and Full. Get a personalized Chase price per your company needs.

Typical users of Chase software include retail, advertising, finance, marketing, public relations, and creative industries.

Chase software offers several support options, including phone, email, a help desk, a knowledge base, and chat.

No, Chase software, Chase Production, and Chase Nexus Media are not the same, but they are related. They are all products offered by Chase software.

Yes, Chase offers cloud-based systems that guarantee secure and digitalized procedures accessible globally while accommodating role-specific user configurations and workflows.