Exact Online Professional Services Suite, created by Exact Software, is a full suite of applications that includes integrated project management, accounting and invoicing, time and expense tracking, document and resource management, and more. The suite is completely customizable and can be tailored to fit the needs of any size corporation.
Exact Online is a fully web-based system that can be accessed via iPad or other tablet as well as Windows and Mac platforms. Data is stored safely and securely in the cloud, and can be synced automatically after working offline. The system aims to help professionals increase their team’s productivity and their company’s profitability by maximizing resource allocation, optimizing project scoping, and giving more visibility into business processes.
With Exact Online PS Suite, users can access specific projects they’re working on, drag and drop tasks to their planning boards, track and manage their leads with the integrated CRM module, and more.
Zachary from Lightwise
Specialty: Other Services
Employees number: 2 to 5 employees
Support seemed quite good during the short time we used it, and the price was competitive compared with some other options we looked at. Was very impressed with the representative assigned to our account, who did our training. He made himself available after hours, and worked really hard to keep our account. Ultimately, however, we just ran into too many obstacles, and had to pull the plug.
Fairly rigid structure, especially compared to our current CRM, with very little capability for customization. The UI is not very user-friendly, especially on the accounting side. Synchronization with QuickBooks item descriptions was particularly problematic for us.
Testing, testing, and more testing. If possible, take a whole day, and recreate as many of your transactions and processes from the previous day as possible. There's no more surefire way to uncover problems, than to put the system through the paces of your ordinary business activity. We made the mistake of attempting a transition over part of a weekend, running into a workday, with only limited testing beforehand. Do not do this! Make a transition plan, which you can execute entirely while the business is shut down.