Chase Software

Chase Software

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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.

Chase Software Specifications

Time Tracking

Task Management


Budget Management

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What Is Chase Software?


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 custom Chase cost based on your organization’s requirements and size.

Disclaimer: The pricing is subject to change.

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.

Chase Software Features

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.

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.

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.

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.

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


  • Robust project management tools
  • Streamlined time tracking
  • Effective client management
  • Efficient resource allocation
  • Customizable reporting
  • Simplified billing processes


  • Steep learning curve, according to some Chase reviews
  • Initial setup can be time-consuming
  • Advanced features can be overwhelming

Chase Software Pricing


(Timesheet features)


View Price

What's Included

  • Tasks

  • Timesheets

  • Documents & Attachments

  • Briefs & Amendments

  • Expense Claim Reimbursements

  • API Linking


(Timesheet + Lite features)


View Price

What's Included

  • Client Management

  • Jobs

  • Planning & Resource Management

  • Reporting


(Lite + Full features)


View Price

What's Included

  • Client Estimates & Billing

  • Supplier Management & PO’s

  • Export to Accounting Packages

  • Administrative Tools

  • Advance Reporting

Chase Software Reviews

Overall Rating


0 Reviews

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Frequently Asked Questions

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

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