All Chase Software Reviews
1-25 of 75 Reviews
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Sally
Marketing and Advertising, 1,001-5,000 employees
Used daily for more than 2 years
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed October 2020
Easy to use, fully customizable
The Chase team have a can-do attitude. They have worked with me continuously to adapt their systems to the many changes that have arisen in our business, both on the process and reporting side. Turnaround on queries is fast and support is always available at crucial times.
PROSChase makes it easy to track and control every aspect of a job: from the quoting stage, to billing, tracking suppliers' orders and payments, internal and external communication about the job and capturing of time. Everything is done in one place! Menus are easy to follow, documents are simple to look up, progress can be followed by a series of tasks and charts. Access and integration to other systems is fully customizable. This system can be configured for both small and large businesses with the desired level of control in place every step of the way.
CONSCurrently there is a separate module for the BI portion of the product. Most general reports can be obtained directly from the main modules, but in-depth custom reports are obtained through a different module. Looking forward to when everything is available on one platform.
Vendor Response
Hi Sally Thanks for your continued support and the great review you've shared with us. We're proud to be working with you and the Publicis team, and we can't wait for you to see our new releases in the near future!
Replied November 2020
Kimberley
Information Technology and Services, 201-500 employees
Used daily for less than 2 years
OVERALL RATING:
5
EASE OF USE
4
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
4
Reviewed December 2022
Chase Software saves me so much time
With Chase I can track expenditure and most importantly with the reporting break down Brand expenditure, department spent and category allocations
PROSI use Chase software mainly for loading all the invoicing incoming for our Marketing and Sales Departments and also to invoice out to our Suppliers. The most important thing is also the excellent reports that I can generate at each month end. Chase have been absolutely amazing and Genevieve has really gone the extra mile by taking the time to also understand our business and then adapting/adding/changing various things in Chase to meet our needs. Once you know and understand what Chase can and cannot do it is really easy to use. I think the most important thing as well is the service and aftercare that you get from Chase. There is nothing they wont do to try and assist where possible. Its great knowing that no matter what my query is/has been [SENSITIVE CONTENT] has always been there to provide support and also great suggestions.
CONSI don't have any comment here as most of the issues that I had were very easily resolved by Chase and their customer support
Tumelo
Marketing and Advertising, 11-50 employees
Used daily for less than 6 months
OVERALL RATING:
3
EASE OF USE
4
VALUE FOR MONEY
4
CUSTOMER SUPPORT
4
FUNCTIONALITY
3
Reviewed July 2022
Design Surgery
Timesheet, job bags cost estimates, Purchase orders and invoices
PROSThe job bag tracking system, timesheet the status report is also good and user friendly
CONSThe financial and HR reports needs to be unpraded
Reason for choosing Chase Software
It was recomended
Jackie
Marketing and Advertising, 2-10 employees
Used daily for more than 2 years
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed September 2022
Chase software overview
The experience is good. It's efficient and easy to use and whenever I get an error exporting etc, the team helps speedily.
PROSThe tracking of job numbers for me is the easiest way to track even the oldest job numbers that one needs to search for. The collaboration with Sage helps our accounting firm to do their jobs more easily too.
CONSI unfortunately dont make use of evey aspect of chase because currently in my capacity we dont need it. maybe one day I will become more familiar with more aspects of chase.
Vendor Response
Hi Jackie. Thank you for taking the time to complete our review. We aim to keep our service and product offering on a 10/10 level. Easily tracking job numbers and the statuses of these jobs is something we built purposefully - to quickly find the first to latest job created in Chase. Integration with accounting packages is another element we pride ourselves in. Making finance-life easier for agency and accountants. Please reach out if your satisfaction level ever changes. We welcome any Chase related requests or queries. Enjoy the remainder of your day. Regards, The Chase Team.
Replied October 2022
Joanne
Management Consulting, 201-500 employees
Used daily for more than 2 years
OVERALL RATING:
5
EASE OF USE
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed September 2020
Great features, easy to use and customise with fantastic support
Excellent service and support - Chase was very willing to customise the software to meet our requirements and make our life easier
PROSWow there are so many features I love - 1. The planner - giving you an overview of everyone's work 2. The timer - which allows the resource to start a clock when they begin a job and then stop it so they capture accurate time 3. The ability to link Jira - so you can do everything once
CONSWhen a resource captures the incorrect time or on the incorrect job - it is sometimes a mission to fix the time as you have to zero the time on the timesheet of the resource - you cant do it as an administrator
Reason for choosing Chase Software
Chase was already being used by our company but I wouldn't choose any other software
Vendor Response
Thanks for your feedback, Joanne! Regarding your timesheet woes, Paul has been in touch to show you how our Timesheet settings allow you to easily correct or delete entries on behalf of others. If there's anything else we can do to improve your Chase experience please don't hesitate to let us know!
Replied October 2020
roger
Marketing and Advertising, 11-50 employees
Used daily for more than 2 years
OVERALL RATING:
5
EASE OF USE
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed April 2022
Chase review -Integer hotspot 2022
Overall EXCELLENT experience and cannot imagine functioning effectively without chase . Seamless opening of job bags and attach any external documents which is imperative especially know in these covid times with a lot of members working remotely .tasking and allocating work with ease and the ability to see immediate capacity with the resource planner function . Raising CE and ease of generating PO's ,invoices etc and especially having financial information instantaneously
PROSVery simple an easy to use . Many feature which streamline all internal processes .. Customised for each Agency and its unique needs .
CONSno real negatives i have experienced and need improvement on . have had some minor tech issues with Office 365 etc but these are quickly resolved
Vendor Response
Hi Roger, Thank you for taking the time to complete our review. We aim to keep our service and product offering on a 10/10 level. Please reach out if your satisfaction level ever changes. We welcome any Chase related requests or queries. Enjoy the remainder of your day. Regards, The Chase Team.
Replied May 2022
Anna
Marketing and Advertising, 11-50 employees
Used daily for more than 2 years
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed March 2023
Support in CHase
We have an amazing New Account Manager [sensitive content hidden], he has totally transformed my experience with Chase. This has opened up so much learning and improvements its totally mind blowing. Every session we have to review or be trained i learn not only what we are supposed to discuss. But he shows me other features and gets really involved in finding solutions. So pleased he is our AM and it has totally transformed my working life.
PROSOnce you understand the logic of the database, the choice is endless of the reports and navigation within the system via Insights
CONSIts taken a long time to learn all the features. The system is so big that you cannot comprehend all that it includes and constant training is a must.
Reasons for switching to Chase Software
It was outdated and old and cumbersome
Yvonne
Accounting, 10,000+ employees
Used weekly for more than 2 years
OVERALL RATING:
5
EASE OF USE
4
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed June 2022
Chase Software
Overall experience has been impressive and the Account Executives and Support teams have been readily available to assist with refresher training and resolving technical issues.
PROSThis software has been crucial in the reporting and campaign management of our in-house creative agency process. The platform is user friendly and reports clearly outline the time allocations for each task.
CONSThe on-boarding process for new license users can be disjointed given our internal IT criteria.
Reason for choosing Chase Software
Software was chosen given that it is the preferred platform for advertising management. In our effort to develop/shape in-house capabilities, it made sense to use similar tools to those applied by external advertising agencies.
Vendor Response
Hi Yvonne. Thank you for taking the time to complete our review. Reporting is the backbone of decision making and we're glad we contribute positively towards campaign management, amongst other business elements. The world class level of support you receive from your dedicated account manager and our support centre is a part of our product offering that will never change and sets us apart from the rest. Please reach out if your satisfaction level ever changes. We welcome any Chase related requests or queries. Enjoy the remainder of your day. Regards, The Chase Team.
Replied August 2022
Melanie
Design, 11-50 employees
Used daily for more than 2 years
OVERALL RATING:
4
EASE OF USE
4
VALUE FOR MONEY
3
CUSTOMER SUPPORT
5
FUNCTIONALITY
3
Reviewed November 2022
Chase training
Resource planning is becoming more important. Costing and billing is great and works very well. Time tracking is user dependent so trying to work on that. Reporting is great
PROSYes it is easy to use. One has to explore as there is a lot of functionality that doesnt get used
CONSMore integration with teams - it would be helpful for task to go to planner in teams
Reasons for switching to Chase Software
Need more reporting ability
Liza
Media Production, 11-50 employees
Used daily for more than 2 years
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed June 2022
Brilliant software
I was tasked to customise Chase to be SOX complaint, which initially seemed like a daunting task . However the Chase team were great at ensuring my questions were answered fully, while giving throughout advice and insights on Chase functionality. The process landed up being seamless. We had training sessions & manuals made up for us. Chase is a world class platform, the functionalities are top notch and makes reporting super easy.
PROSEasy to use, efficient, a few clicks gets the job done in literally seconds. Also the flow from one document to the next is so quick as it's all linked. Brilliant layout and flow.
CONSNothing I really enjoy using this platform.
Vendor Response
Hi Liza, Thank you for taking the time to complete our review. We aim to keep our service and product offering on a 10/10 level. Please reach out if your satisfaction level ever changes. We welcome any Chase related requests or queries. Enjoy the remainder of your day. Regards, The Chase Team.
Replied June 2022
Candice
Marketing and Advertising, 11-50 employees
Used daily for more than 2 years
OVERALL RATING:
4
EASE OF USE
4
VALUE FOR MONEY
4
CUSTOMER SUPPORT
4
FUNCTIONALITY
3
Reviewed May 2023
OLC Review
Its been good.
PROSThat you are able to build more bespoke reports for our requirements. I would like to see more job related reports in the near future.
CONSThat it hangs when pulling various reports.
Reason for choosing Chase Software
It was a requirement from one of our global clients.
Vendor Response
Dear Candice Thank you for your review and feedback. We're happy to hear upon follow-up and investigation by our dedicated Support Team, that the speed issue when extracting Reports is resolved.
Replied September 2023
Susan
Marketing and Advertising, 11-50 employees
Used daily for more than 2 years
OVERALL RATING:
4
EASE OF USE
4
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
4
Reviewed September 2020
Great agency tool and superb customer service
We are very satisfied with Chase and the exceptional customer support goes a long way
PROSOur entire team uses Chase on a daily basis and would be lost without it. It helps us manage the traffic in our studio and we have recently starting using Chase Insights which is assisting us in improving our profitability as an agency.
CONSThe integration with our accounting software was a bit challenging at the beginning
Vendor Response
Thanks for a great review, Susan. Now that everything is integrating smoothly we trust you're loving Chase as much as we do. As always, please let us know if there's anything we can do to help!
Replied November 2020
Mike
Graphic Design, 1 employee
Used daily for more than 2 years
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed May 2023
Outstanding time and billing management software for single or multiple users
The reports function is exceptionally helpful - especially viewing time spent on jobs by client within a specified timeframe.
PROSThe software is very easy to use and understand, with practical and useful feature, with very helpful support staff.
CONSI don't use the software to its maximum efficiency, thus unsure of what is lacking.
lily
Marketing and Advertising, 51-200 employees
Used daily for more than 2 years
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed August 2022
user friendly
nothing that needs to be resolve, user friendly
PROSvery easy to work with, love chase and don't have any issues
CONSnothing that i don't like about this system, for me it does the job
Vendor Response
Hi Lily. Thank you for taking the time to complete our review. Ease of use is crucial in todays fast paced work environment and I'm glad we contribute positively to that requirement. Please reach out if your satisfaction level ever changes. We welcome any Chase related requests or queries. Enjoy the remainder of your day. Regards, The Chase Team.
Replied August 2022
Caroline
Marketing and Advertising, 11-50 employees
Used daily for less than 2 years
OVERALL RATING:
4
EASE OF USE
4
VALUE FOR MONEY
5
CUSTOMER SUPPORT
4
FUNCTIONALITY
4
Reviewed June 2022
Chase Software Experience
I find the system easy to understand and use.
PROSUser friendly Easy to navigate to find old jobs etc Quick search to check the billing process etc
CONSI do have issues with Chase support, they fix 1 problem and another arises.
Reason for choosing Chase Software
Chase is the preferred software used by the Avatar Group
Reasons for switching to Chase Software
In need of a system that tracked all the jobs, billing etc
Vendor Response
Hi Caroline, Thank you for taking the time to complete our review. We aim to keep our service and product offering at world class levels. Please reach out if your satisfaction level ever changes. We welcome any Chase related requests or queries. Enjoy the remainder of your day. Regards, The Chase Team.
Replied June 2022
MELISSA
Design, 11-50 employees
Used daily for more than 2 years
OVERALL RATING:
4
EASE OF USE
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
2
Reviewed October 2020
A great project management tool
I am very happy
PROSIt is user friendly and easy to use. It also meets the needs as a project management tool which I require in my role. The customer service and support is also great!
CONSIt is not always able to integrate with other software programs that I use The interface could do with an update
Vendor Response
Hi Melissa Thanks for your feedback, we appreciate it. We'll contact you shortly to discuss the API integrations we currently offer and to find out how we might be able to make things easier for you.
Replied November 2020
Megan
Marketing and Advertising, 11-50 employees
Used daily for more than 2 years
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed February 2023
Chase Software Feedback from Ogilvy Nam!
Timesheets are a great tool - we sell time, and time is money, money needs to be billable!
PROSI love that we can pull reports and use this as a tool to effectively manage our time in terms of sales and ensure we bill what we put in!
CONSAt a stage we struggled with getting staff to fill in timesheets. After some time, they did do this but then filled it in incorrectly, this messed up our figures.
Reason for choosing Chase Software
Not applicable
Jason
Marketing and Advertising, 11-50 employees
Used daily for more than 2 years
OVERALL RATING:
4
EASE OF USE
4
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
4
Reviewed September 2020
Review
Overall Chase is exactly what we require as a business. I do believe the UI should match the UX and be brought up to date.
PROSLogical process flow with good gate processes. Aligned to our business requirements.
CONSFormatting text in Briefs etc. Navigation is dated
Vendor Response
Hi Jason Thanks for sharing your feedback with us, much appreciated. We're hard at work developing new releases which we know you'll be excited about. As soon as we're ready to share you'll be the first to know.
Replied November 2020
Salome
Marketing and Advertising, 11-50 employees
Used daily for more than 2 years
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed August 2021
The Cheese Has Moved
Excellent! Love Chase! Can't run our business without it.
PROSAt any given time, I can have a full overview of jobs in the system, money outstanding, cool reporting...
CONSWhen you put a complicated brief in with photos and emails with pics from client - and you copy and paste - it sometimes doesn't display the content nicely (blank with red cross).
Reason for choosing Chase Software
n/a
Sarah
Design, 11-50 employees
Used daily for more than 2 years
OVERALL RATING:
5
EASE OF USE
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed September 2020
Chase review
Ease of use, intuitive, fast and reliable support, great reporting
CONSDont have any complaints. There is the odd occasion it is slow but that could also be connectivity issues
Vendor Response
Thanks Sarah, we appreciate your feedback. We'll be in touch to discuss ways we could improve your connectivity speeds and make things easier for you.
Replied November 2020
Michelle
Design, 11-50 employees
Used daily for more than 2 years
OVERALL RATING:
5
EASE OF USE
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed September 2020
Michelle's Chase Review
I really like the invoicing system. Its fast and efficient.
PROSChase is easy to navigate & super easy to use.
CONSThe search functions took a while to get used to but once you know how its great.
Vendor Response
Thanks for taking the time to share your feedback with us, Michelle!
Replied September 2020
Joanna
Apparel & Fashion, 2-10 employees
Used daily for more than 2 years
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed November 2022
I love how we can use this for resources
I would rate it a 9/10.
PROSI love the resources available within this software.
CONSI think that sometimes there are too many offerings making it feel cluttered.
Gloria
Marketing and Advertising, 51-200 employees
Used daily for less than 12 months
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed September 2020
The Best and Friendly Software
I have had a good experience so far. no complaints so far. Thank you
PROSChase has helped us with the daily running of or company ! We used to be all over with no system, missing important deadlines and all. Thank God I introduced Chase :)
CONSNothing really! It was abit of a hustle at 1st. like any other new software. but you start using it everything is smooth.
Vendor Response
Thanks for your positive feedback Gloria, we love working with you and the team at Excellerate!
Replied November 2020
Danielle
Marketing and Advertising, 11-50 employees
Used daily for less than 12 months
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
FUNCTIONALITY
5
Reviewed October 2022
Chase Software
My experience has been exceptional
PROSEasy to use with the best user guide for new users!
CONSExport errors - if it can integrate with Sage
Reason for choosing Chase Software
They always resolve any query and always willing to assist
Octavia
Research, 11-50 employees
Used daily for less than 6 months
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed September 2020
Good
Great
PROSWe use it for project management so it really helps us track staff actual time spent
CONSWe haven't come across anything we don't like
Reason for choosing Chase Software
We where looking software that was going to assist us with our budgets and non of the other could do it the way Chase does it.
Vendor Response
Hi Octavia We really appreciate you sharing your feedback with us. It's great to see you enjoying the benefits of Chase after only 6 months!
Replied September 2020