Contract Insight Contract Management Software


 

Contract Insight is a contract lifecycle management solution developed by CobbleStone Systems. It system can be deployed either on the customer’s premises (with perpetual licensing) or in the cloud (with monthly subscription licensing).

In addition to standard named user licensing, Contract Insight also offers concurrent user licensing for larger organizations. There are three editions of the solution with different pricing tiers and levels of functionality.

Contract Insight offers core contract management functionality, such as a centralized contract database with role-based access to documents and actions, a contract workflow approval engine, e-signature, budget tracking, audit tracking and contact management for vendors and/or customers.

The system can also track regulatory compliance and identify legal conflicts of interest. Templates are available for authoring contracts, and users can negotiate contracts with vendors and customers online.

Contract Insight provides unlimited email and calendar alerts based on user-configured rules. Additionally, users can define an unlimited number of custom fields, including contract types, tracking fields and workflow processes.

 

Contract Insight Contract Management - Document Actions
 
  • Contract Insight Contract Management - Document Actions
    Document Actions
  • Contract Insight Contract Management - Task Management
    Task Management
  • Contract Insight Contract Management - Document Repository
    Document Repository
  • Contract Insight Contract Management - Template Overview
    Template Overview
  • Contract Insight Contract Management - Budget Tracking
    Budget Tracking
  • Contract Insight Contract Management - Contract Details
    Contract Details
Supported Operating System(s):
Windows 7, Windows Vista, Windows XP, Mac OS, Web browser (OS agnostic), Windows 2000, Windows 8, Windows 10

13 Reviews of Contract Insight Contract Management

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Carrie from Hochstedler Building and Development

September 2015

September 2015

CSG Review

Ease-of-use

Functionality

Product Quality

Customer Support

Likes Best

I like how easy it is to keep track of the job costs and know whether you are over or under budget

Likes Least

I do not like that it is access based - that part seems antiqueated. Would rather have something web based that I can share with my clients on site and in my home office.

Recommendations

Give yourself plenty of time for implementation and understanding of how it all works. Be sure to load your conversion costs, etc over before you begin writing checks - make the balancing process much easier!

 
 

Francine from Pankow Construction

June 2015

June 2015

Accounting clean up.

Ease-of-use

Functionality

Product Quality

Customer Support

Likes Best

My support person was instrumental in getting my accounting Balance Sheet and Income Statement in line. With her gentle and compassionate help I was able to present our 2014 books to our tax accountant in perfect form. She was easy to understand and follow plus she went above and beyond to look at several issues I was having. She also provided tools to help me on the future. My support calls are now at a minimum, as I feel I can breeze my way through the system.

Likes Least

Screens are too busy and software does not seem intuitive or user-friendly.

Recommendations

Make sure it is compatible with procedures the company is using.

 
 

Ray from Cotswold Homes LLC

February 2015

February 2015

360 degree implementation of software

Ease-of-use

Functionality

Product Quality

Customer Support

Likes Best

The software's ability to manage virtually all aspects of the construction process (e.g., client's initial visit, recording and managing their involvement, selections, financing the build to managing vendor costs, and purchasing L&M driving to real cost tracking from forecasting to closure).

Because we're using a number of modules in a complex and holistic manner for all business and field operations, it takes time and understanding to integrate the system effectively. However, depending on your specific needs, the software can be used in a far less complex manner.

Likes Least

Some of the terms used within the software are brand-specific but not much more than that.

Recommendations

I looked at eight or so software platforms over six months before choosing Contractors Software Groups products. In that research, the biggest takeaway I discovered is if you go to an online platform, use it for a number of years, and then transition to a different product, all of the data and records you put in the cloud cannot be downloaded as usable files. Once you stop paying, you loose access to all of that data!

The vendor even deletes your work to free space on their system so even if you tried to come back and use their platform again, you have to rebuild your data libraries! Not good for record keeping or the IRS if you integrate accounting functions and then cannot retrieve that information.

 
 

Jessica from Olde World Slate Service, LLC

October 2014

October 2014

In Training with CSG.

Ease-of-use

Functionality

Product Quality

Customer Support

Likes Best

We purchased the CSG software about three months ago; we went with Salesbuilder Plus and Take-Off Plus. One of the best things about it is the amount of detail that we can use as we go through the setup and learning process. I don't like boilerplate software or documents, and CSG allows customization.

Likes Least

In our ongoing training, it seems that more than 50% of the questions that I ask need to be researched or explored before I get an answer. This makes me feel like CSG maybe has less experience with real-life contractors than we had originally expected. Basic setup issues, like transferring client lists and attaching to email (Thunderbird), have been glitchy. To be fair, all of my questions do eventually get answered, and the people I talk to seem to understand the nature of my questions.

Recommendations

Be ready to put months of time into setting up and learning a new software system!

 
 

Susan from Owings Brothers Contracting

September 2014

September 2014

CSG Updates & Enhancements

Ease-of-use

Functionality

Product Quality

Customer Support

Likes Best

We appreciate the personal service that J. Knutson offers and the continued striving of CSG to enhance the product to meet the needs of their customers.

Likes Least

The details for each prospect/job are all in one place and easy to access. With the ability to open the information in this database in Excel, the reporting information you can obtain is very broad.

Recommendations

Utilize all the components offered to make better use of your investment.

 
 

Steve from Gonyea Homes & Remodeling

July 2013

Date: July 2013

 

Tony from Century Building Team

July 2013

Date: July 2013

 

Steve from Hansen Hometech Inc.

July 2013

Date: July 2013

 

Terry from Covington Construction & Construction Advice Central, Inc.

June 2013

Date: June 2013

 

Angela from Frailey Roofing

June 2013

Date: June 2013

 

Howard from Kodama Construction, LLC.

June 2013

Date: June 2013

 

Jodi from Progressive Builders, Inc.

June 2013

Date: June 2013

 

Chris from McDonald Construction

May 2013

Date: May 2013