Last Updated
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.
Overall Rating
Based on 23 users reviews
4.5
Rating Distribution
Positive
100%
Neutral
0%
Negative
0%
Starting Price
Custom Pricing
Chase Software Specifications
- Time Tracking
- Task Management
- Reporting
- Budget Management
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
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
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.
Chase Software Features
Timesheets
Users can accurately record the time spent on various tasks and projects using the software. It is particularly useful for businesses that bill clients based on the hours spent on their projects. By providing a detailed breakdown of how time is allocated, Chase enables businesses to improve their productivity and efficiency. Furthermore, it provides transparency to clients by showing them exactly how much time was spent on their project.
Client Management
Chase software provides a comprehensive overview of all client-related information in one place. It enables businesses to track client interactions, manage account balances, and create custom alerts for important events. This feature improves the efficiency of client management and enhances the client experience by ensuring timely and personalized communication.
Resource Management
This feature helps businesses optimize their resource allocation. It provides a clear view of tasks assigned to each team member, allowing managers to balance workloads effectively. The software improves project outcomes and overall business performance by ensuring that resources are utilized efficiently. Moreover, it helps identify areas where additional resources may be needed, enabling proactive decision-making.
Reporting
The platform provides customizable dashboard views and automated exception reports, giving users full control over their reporting processes. It simplifies data analysis and enables businesses to make data-driven decisions. With its seamless integration with Dynamics 365 and Chase, Chase software ensures accurate reporting on revenue and margin figures.
Billing
The software simplifies the billing process by allowing users to manage all their payments from one platform. Users can easily pay bills and make credit card payments, ensuring all payments are made on time. It saves time and reduces the risk of late payment penalties. Moreover, Chase provides a clear view of all transactions, making it easier for organizations to manage their cash flow.
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
Chase Software Reviews
Total 23 reviews
4.5
All reviews are from verified customers
Rating Distribution
5
Stars52%
4
Stars48%
3
Stars0%
2
Stars0%
1
Stars0%
Share your experience
Construction, 51-100 employees
Less than a year
“Handy features and simple navigation”
Pros
It comes with the functions we need and getting around the program is not a problem too.
Cons
We do run into troubleshooting issues on a regular basis.
Rating Distribution
Ease of use
8
Value for money
8
Customer Support
7
Functionality
8
Health, Wellness and Fitness, 1-10 employees
More than a year
“organized and easy to use”
Pros
Keeping everything organized with Chase is really easy and the software is very simple to use.
Cons
I honestly did not run into any problems.
Rating Distribution
Ease of use
10
Value for money
10
Customer Support
10
Functionality
10
Insurance, 51-100 employees
Less than a year
“Chase is a very good tool”
Pros
It's quite user-friendly, and it offers great features that simplify my job.
Cons
I don't recall experiencing any issues. The software works well and is user-friendly.
Rating Distribution
Ease of use
10
Value for money
10
Customer Support
10
Functionality
10
Frequently Asked Questions
Does Chase software offer an API?
Yes, Chase project management software offers an API to its users.
What language does Chase software support?
Chase software supports the English language.
What other apps does Chase software integrate with?
Chase software integrates with Outlook Calendar and Microsoft Teams.
Does Chase software support mobile devices?
No, Chase software does not support mobile devices.
What types of pricing plans does Chase software offer?
The software offers three pricing plans with a customized pricing quote: Timesheet, Lite, and Full. Get a personalized Chase price per your company needs.
Who are the typical users of Chase software?
Typical users of Chase software include retail, advertising, finance, marketing, public relations, and creative industries.
What level of support does Chase software offer?
Chase software offers several support options, including phone, email, a help desk, a knowledge base, and chat.
Is Chase software, Chase Production, and Chase Nexus Media the same?
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.
Does Chase offer cloud-based systems?
Yes, Chase offers cloud-based systems that guarantee secure and digitalized procedures accessible globally while accommodating role-specific user configurations and workflows.