Clearview InFocus ERP Software


 

Clearview InFocus is a project-based ERP solution designed for large and midsize architecture and engineering firms. Users can manage a firm's project lifecycle from opportunity to project completion with tools for real-time accounting, billing and time and expense.

InFocus features customizable report-building and invoicing capabilities, multiple levels for work breakdown structure (WBS), interactive Gantt control, tools for automating workflows, marketing and sales customer relationship management (CRM) tools, business intelligence with real-time cross-database analytic dashboards and more.

The API management layer allows for tailored integrations with other technologies. Multi-company and multi-currency options are available.

Cloud or self-hosted versions are offered, and InFocus is sold on a per-license basis. Support is available via phone, email, online tutorials and self-guided courses.

 

Clearview InFocus ERP - Fully Integrated
 
  • Clearview InFocus ERP - Fully Integrated
    Fully Integrated
  • Clearview InFocus ERP - Full-Featured
    Full-Featured
  • Clearview InFocus ERP - Fast Billing
    Fast Billing
  • Clearview InFocus ERP - Easy PM
    Easy PM
  • Clearview InFocus ERP - All the Functionality
    All the Functionality
  • Clearview InFocus ERP - Clearview Software Offers
    Clearview Software Offers
Supported Operating System(s):
Windows 7, Windows Vista, Windows XP, Web browser (OS agnostic), Windows 2000, Windows 8, Windows 10

48 Reviews of Clearview InFocus ERP

 

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Software Advice Reviews (13)
More Reviews (35)

Showing 1-13 of 13

Gregg from OMNNI Associates, Inc.
Specialty: Construction & Engineering
Number of employees: 51-200 employees Employees number: 51-200 employees

December 2018

December 2018

Great SAAS accounting solution for an ACEC firm

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

It's a more cost-effective option than Deltek Vision. If that's your comparison as an ACEC firm, I'd say go for it! :)

Pros

* Reasonable setup and ongoing price per seat. Monthly billing available.

* Quick and easy setup. We were online within 24 hours and had our data converted from Deltek within 7 business days.

* Great technical support via dedicated user login message board interface. Answers/response are usually taken care of in under 2 hours for non-critical/emergency issues.

* InFocus Custom Reports and Invoice Designs can be created and edited using the SQL Business Intelligence Development Studio 2005 from Microsoft.

Cons

The only real downside so far has been speed of the interface. We had this as an onsite server and response times were awesome with our own dedicated server. I would have hoped that with SaaS that the background horsepower for their servers would be a little better than what it is. Requests take approximately 4x as long to process as when we tested it as a local SQL installation. Please keep in mind that this is a "feels like" statement and not a technically measured out in milliseconds statement.

Review Source
 
 

Jake from River Focus, Inc.
Specialty: Construction & Engineering
Number of employees: 2-10 employees Employees number: 2-10 employees

December 2018

December 2018

InFocus Review - Great Product

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Pros

For a small firm like ours, InFocus is very affordable, yet has all the functionality that we can function like a medium to large firm from a financial perspective. We can also meet all of the government FAR regulations.

Cons

The only con is that there are so many features, it sometimes takes me time to remember what they all do.

Review Source
 
 

Marilyn from CGC, Inc.
Specialty: Construction & Engineering
Number of employees: 51-200 employees Employees number: 51-200 employees

December 2018

December 2018

Accessibility

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Pros

Customer Service is top notch. Very helpful in tweaking the program to my business. Fast response.

Cons

Learning curve - just because I still had to do my job while learning a new software. So I had to do everything twice.

Review Source
 
 

Dara from Lothrop Associates, LLP
Specialty: Other
Number of employees: 11-50 employees Employees number: 11-50 employees

December 2018

December 2018

Great product for a small to medium firm

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

We've been using this for a few years now and we're still learning how to use it effectively. Overall, I think its a great tool.

Pros

Once you get used to the layout its very easy to navigate and find the information you're looking for. I'm sure it can do a lot more that what we're using it for and I'm excited to see how we can grow with it.

Cons

It forces you to structure your projects specifically in order to use all of its features. At times it seems too rigid in its assumptions on how a project should be structured and we have to find work arounds. For example we might have 2 Project Managers on one project, but you can only select one per project.

Review Source
 
 

Michael from GSG Architecture Inc
Specialty: Architectural
Number of employees: 11-50 employees Employees number: 11-50 employees

July 2018

July 2018

Masterful project accounting suite

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

It is a little slow to get started, but the control and functions are well worth the time investment.

Pros

Although there is a steep learning curve for portions of the software, it offers extensive customization. If there is something that you want it to do then it can probably be achieved with some knowledge of SQL or Powershell. All modules are included, which when you consider this the pricing is very competitive

Cons

It does not include payroll; however, I usually prefer to have payroll separate anyways, as the functionality of payroll from a dedicated software is usually much better.

Review Source
 
 

Tracy from Baer & Associates, LLC
Specialty: Management Consulting
Number of employees: 11-50 employees Employees number: 11-50 employees

May 2018

May 2018

Clearview Infocus Review

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Pros

This product has many bells and whistles. The integration between the opportunity (marketing) through proposal to accounting is pretty good.

Cons

This product is on the complicated side & not exactly user friendly. You also have to pay for training with them. There are some unique features to this program that if you don't know them, you can get lost or frustrated. There is not a good user's manual but there are some tutorials for various modules that are pretty good and customer service does get back to you in a timely manner for questions.

Review Source
 
 

Leora from Chazaq
Specialty: Non-Profit
Number of employees: 11-50 employees Employees number: 11-50 employees

April 2018

April 2018

Project Management Portion

Ease-of-use

Functionality

Product Quality

Customer Support
N/A
Pros

-Very organized and easy to manage
-Very simple
-I like the way your able to group products
- I like the charts!
-Not so expensive

Cons

The look is what throws me off most its way too simple. For the 21st century I believe that they could have done a better job.

Review Source
 
 

Tracy from Baer & Associates, LLC
Specialty: Other Services
Number of employees: 11-50 employees Employees number: 11-50 employees

November 2017

November 2017

Review of Clearview InFocus

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Good Product, Wonderful Support

Pros

Wonderful Customer Service/Support, can call them anytime to find or create reports or add features to the program.

Cons

Navigation can be cumbersome and time consuming. So many bells and whistles that it is almost too many.

Review Source
 
 

Edward from ABB Inc
Specialty: Manufacturing
Number of employees: 10,000+ employees Employees number: 10,000+ employees

November 2016

November 2016

Project Software Review

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Top of the line Project Software. The developer has put a lot of thought and spend a great deal of time in looking at the total scope of the program functionality and how it interacts with real life situations. They have every angle and every circumstances covered.

Pros

Very forward thinking product that benefits true life occurrences and situations.

Cons

None that I have seen yet. And from what I have seen I do not think it will seen anything derogatory.

Advice to Others

Take it for a spin. You will not regret it.

 
 

Igor from Bigwebapps
Specialty: IT Services

May 2016

May 2016

Good collaboration software

Ease-of-use

Functionality

Product Quality

Customer Support
N/A
Likes Best

Our firm project leaders are excited about abilities and integrations. it make their jobs easier to manage.
Before we used multiple excel spreadsheets, now Clearview help us organize everithing!

Likes Least

None yet. I like it. No disadvantages at this moment

Recommendations

Need to focus that Clearview represents a breed of software that is best described as Enterprise Resource Planning (ERP).
ERP software is distinguished by its ability to deliver an integrated suite of business applications.
So InFocus include: Accounting, Job Cost Management, Time and Billing, Resource Planning, Marketing Support, and Business Intelligence (BI).

 
 

Loretta from Clarion Associates LLC
Specialty: Other Services

February 2015

February 2015

Why I like Clearview accounting software...

Ease-of-use

Functionality

Product Quality

Customer Support

Likes Best

Our company has been with Clearview since 2008 and we've grown with them over the years. What I believe I like best about Clearview is that besides it being fairly easy to use, someone is always available to reach for help via phone or email (during business hours) and they are prompt in responding back. Whether I need a custom report made quickly or training on a new release item they've just put out, it is comforting to know that I'm always going to be taken care of quickly.

Likes Least

I'm really happy with Clearview so really don't have anything specific that I don't like.

Recommendations

Clearview is a great product and has come a long way over the years. If you are interested in purchasing new accounting software for your company, I would suggest comparing Clearview against a couple other similar products out there. Write down exactly what it is you are looking for and what your budget is, as well as what you don't need or want to see with a new program. Converting over from old software to something new is very challenging and isn't something that is done quickly. I think that accounting software is so important and that it should be considered an investment in your company's future.

 
 

Barbara from Dalgliesh Gilpin Paxton Architects
Specialty: Architectural

February 2015

February 2015

InFocus - a Great Product!

Ease-of-use

Functionality

Product Quality

Customer Support

Likes Best

This software offered easy conversion from our former software; they were able to bring all of our previous file information forward for project reference. It matched up with our former software in many ways and is easy to learn and use. Clearview Software's staff is very good to work with during the conversion. The training offered is very helpful, and they will always respond quickly and efficiently to any need you may have. Give them both a try; you will like them.

Likes Least

The only downside I have had is not being able to customize the software's reports at my level to the needs. I have had some custom reports and invoices designed to match up with our needs, but it is too costly to have all my report requirements customized. Therefore, sometimes you have to either run three or four reports to gather the information you may require.

Recommendations

I would recommend that they spend time with the Clearview sales staff explaining the wants and needs, ask for a demonstration, and possibly get recommendations from current users.

 
 

Deborah from Ashley McGraw Architects

April 2012

April 2012

Ease-of-use

Functionality

Product Quality

Customer Support

As a mid-sized architectural design firm, we have found Clearview InFocus to be the best integrated accounting and project management software on the market. We migrated to InFocus in May 2010 after using two previous industry specific applications, which never performed as promised. The transition to InFocus was well managed and painless. InFocus is highly flexible and easy to learn and use. It is especially forgiving of input errors, with mistakes easily reversed or voided. As designers of large and highly complex institutional projects, we have sophisticated client invoicing needs. InFocus offers every conceivable billing scenario and allows for multiple billing types on the same project.

Likewise, the project management modules are flexible, user friendly, and cover all facets of project documentation. The default and custom reports are extensive and easily changed and manipulated. It is easy to pull data out of InFocus in a myriad of formats and easy to customize reports. Clearview's client support is also great - easily accessible with a highly responsive support team. They provide excellent software support as well as accounting solutions. The integration between the project management and accounting functions is seamless.

InFocus has allowed us to streamline our finance and project management functions and provided real savings in accounting consultant and in-house staff costs. InFocus is the best performing software I have ever had the pleasure to purchase. It exceeds expectations and has more than met every promise of the developer. This is top-notch software with top-notch support. Any size firm in the design industry would be well advised to adopt InFocus for their accounting and project management software.

 
 
 
Showing 1-20 of 35

Julie from Hurt & Proffitt, Inc.
Number of employees: 51-200 employees Employees number: 51-200 employees

December 2018

December 2018

Clearview Infocus is For Everyone

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support
Pros

One thing I like most about Infocus are the Gridgits on the dashboard that provide various information all in one place. I also prefer this program because of the flexibility in entering data so there is no more deleting something because you have to make a minor change. Infocus has a variety of reports that are easy to understand that provide a wide array of data. I also appreciate check processing in Infocus for Accounts Payable and Employee Reimbursables because it is very easy to use especially with the recent transaction tab. Timesheets are very easy to enter and approve in Infocus and benefits hours are easy to see for each employee.

Cons

One thing I like least is that some functionality of Infocus is not user-friendly (i.e. having to use F4 instead of Enter). I also would like to see benefit accrual more automated and payroll integration with outside software (i.e. Pensoft) made more seamless for companies that have salary plus employees.

Review Source: Capterra
 


December 2018

December 2018

User for over 1 year

Ease-of-use

Functionality

Product Quality

Customer Support

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Support

staffing projections are better in our office.

Pros

Metrics and planning - Ability to check in on projects in real time.

Cons

The UX is clunky. I wish it was easier and more intuitive. There's a lot of glitches - like adding staff to resource scheduler means that the staff cost is not calculated in project planning.

Review Source: Capterra
 

Chuck from Forecon, Inc.
Number of employees: 11-50 employees Employees number: 11-50 employees

December 2018

December 2018

InFocus A Great System

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

With hundreds of projects and five offices our managers need to stay current on the status of their work and have the tools to develop new proposals. InFocus is indispensable for personnel management and project performance. Plus it provides financial statement and accounting data that is crucial for senior management and independent accountants. The data available and the variety of the reports are limitless. Also, our clients want their invoices and reports in a wide variety of styles. The open structure and adaptability of the InFocus system is a constant marvel at design and intuition.

Pros

Its flexibility, power and data retrieval ability. We have forty-five people in our company, with five office locations and six profit centers (disciplines). Of these forty-five people, more than two thirds are field personnel that are often asked to work in various disciplines or support the work in our other offices. At any one time we have a couple hundred projects open for scores of clients. Keeping track of this is incredibly difficult. We worked with Clearview for a couple of months in order to transfer our existing clients, projects, time records and accounting records to our new system. With over 16,000 historical projects and a current work in process in the hundreds of thousands of dollars, we matched to the penny. Working with them is a pleasure.

Not only is the InFocus package all that it claims to be, the folks at Clearview are great to work with. Sure there is a bit of a learning curve, but the answers are so intuitive you can’t believe you did not think of it yourself. Their support literature, training videos, white papers and support site are extremely helpful.

There may be comparable products out there, but I seriously doubt there is anything better. If there was a better product or solution, these folks would match or exceed it. We all have competition; we need competition to push us to do a better job.

Cons

Getting others in our organization to appreciate and better use this management too.

Review Source: Capterra
 

Sanae from Qcs
Number of employees: 51-200 employees Employees number: 51-200 employees

December 2018

December 2018

Incocus is just great

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support
Pros

Friendly use, very easy to use and not that much complicated.

Cons

The fact that I don't have o shortcut on my desktop that takes me directly to log in... I need to open a browser and type in the link...

Review Source: Capterra
 

Martha from Connico Incorporated
Number of employees: 11-50 employees Employees number: 11-50 employees

December 2018

December 2018

InFocus Cloud

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support
Pros

The ability for project managers to see the status of their projects. Accounting, Project Management and CRM all in one place.

Cons

The reports are some time hard to navigate or design if you don't have report building experience

Review Source: Capterra
 


December 2018

December 2018

Quickbooks to Clearview

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

We are solving a lot of redundancy issues that we had with previous software. It is helping us streamline our accounting system.

Pros

The thing that I like the most about software is its ability to provide me with up to date information that is critical factor in making project related decisions. Also I have found ability to run numerous standard and custom reports helpful.

Cons

All of the capabilities are overwhelming in the beginning.

Review Source: Capterra
 


December 2018

December 2018

Project Management software

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

We have greatly enhanced and automated the project cost management using InFocus.

Pros

*Tracks project costs easily
*Many options for project set up
*Allows users to enter time and expenses from anywhere
*Electronic file attachments allowed throughout the software

Cons

*Cumbersome or lacking drill down capabilities in multiple modules
*Missing a few warning messages in critical areas such as the ability to post AP/AR to closed periods

Review Source: Capterra
 


December 2018

December 2018

Endless capabilities on a dated platform

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

Capturing employee time sheets, project costing, invoicing, etc.

Pros

The software has the ability to capture an unlimited amount of data and translate that into what seems to be and infinite number of custom reports for analysis.

Cons

The software platform is dated and does not appeal to the progressive user. Functionality is excellent if all data points and selections are properly input. Many erroneous mistakes are unidentified until you reach a failed attempt to export a related function.

Review Source: Capterra
 

Michael from Milestone Engineering, Inc.
Number of employees: 2-10 employees Employees number: 2-10 employees

December 2018

December 2018

InFocus has been the glue that holds our organizational pieces in place.

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

We know have command of our numbers. It's fantastic to see our organization by the numbers in real time and be able to make financial and project decisions.

Pros

InFocus provides such an intuitive user interface and provides incredible flexibility.

Cons

There is a slight learning curve for folks who are not accounting savvy.

Review Source: Capterra
 

Peter from Dunham Associates, Inc
Number of employees: 51-200 employees Employees number: 51-200 employees

December 2018

December 2018

Love Clearview

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

I have been very happy with Clearview.

Pros

Very easy to use, well thought out, and the layout really makes sense.

Cons

At times it is slow retrieving data, but this is rare.

Review Source: Capterra
 

Caleb from PCDworks
Number of employees: 2-10 employees Employees number: 2-10 employees

December 2018

December 2018

Great, but complicated.

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

We use clear view to manage our projects with respect to time and budget. Clear view has made it easier to track our projects with the dashboard as a project manager.

Pros

The Dashboard is great and I love how I can configure it to exactly what I need

Cons

User interface is not user friendly. Meaning there are too many steps to accomplish one thing.

Review Source: Capterra
 

Stephen from Arrow Engineering
Number of employees: 51-200 employees Employees number: 51-200 employees

December 2018

December 2018

Good product getting better.

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support
Pros

Been using it for 10 years. The company has grown a lot in that time adding new features.

Cons

It is sometimes a little rigid in the use cases that it supports.

Review Source: Capterra
 

Joshua from HFR Design, Inc
Number of employees: 51-200 employees Employees number: 51-200 employees

December 2018

December 2018

Easy to use and powerful

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

Hours recording

Pros

Ease of use in recording hours for timesheet

Cons

UI format is relatively bland—could use more customization

Review Source: Capterra
 

Lauren from NGE (Novel Geo-Environmental, LLC)
Number of employees: 11-50 employees Employees number: 11-50 employees

December 2018

December 2018

Clearview Software Review - Infocus

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

I am extremely happy with Clearview Infocus. They have been amazing in their customer service department and help when I need it with trouble shooting. They have gotten better about adding tutorials and training modules, and even adding in person workshops to help expand my knowledge and learn more about the software. They are always listening to their customers and adding updates to include features their clients want to see.

Pros

I like that the software is able to integrate all aspects of our business, from timesheets to expense reports, invoicing, and bill payment, etc. It is a one stop shop kind of software.

Cons

The hardest part of the software is getting it to generate the reports you want if they are not already built into the system, if you want a custom report do you do need to know some sequel background to run a report. I have also found that it is an extremely powerful tool but I am only scrapping the surface, and if I knew more information it could be even more useful. Adding custom boxes to applets to make it more specific to our business.

Review Source: Capterra
 

Chris from The Jones Payne Group
Number of employees: 11-50 employees Employees number: 11-50 employees

November 2018

November 2018

Clearview Infocus

Ease-of-use

Functionality

Product Quality

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Pros

Fairly easy for end users to navigate and accomplish what is needed, once accimated. Straightforward back end management.

Cons

Bit of a learning curve to get going. After that it feels more intuitive.

Review Source: Capterra
 


September 2018

September 2018

Simple and Spartan

Ease-of-use

Functionality

Product Quality

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Pros

Gets the job done, simple enough table input method for users. Simple layout

Cons

Difficult to search and identify clients and codes. From a user (non-administrative) perspective, it can be difficult to create a summary or identify things over time without scrolling back through dates and submissions

Review Source: Capterra
 


April 2018

April 2018

Tool based on offering an integrated system for any requirement of an organization, generally used i

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support
Pros

A product focused on the continuous improvement of organizations, software development allows you better control and integration of all resources.

Cons


I feel very happy when using clearview in focus, I do not have any negative comments at this time. Congratulations to the software

Review Source: Capterra
 

Gregg from OMNNI Associates, Inc.

February 2018

February 2018

Great SAAS accounting solution for an ACEC firm

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

All accounting software and data is offsite, no servers or data to worry about locally! :)

Pros

* No need to keep software on servers on site. Everything is in the cloud.
* Local client install.
* Easy to use trouble ticket system when there is an issue.
* Since it is cloud based, it is always up to date.

Cons

* Occasional data slow downs which we have no control over because the software is running on Clearview's servers.
* The Microsoft ClickOnce technology used for the local client requires web browser ClickOnce integration which is built into Internet Explorer and Edge web browsers, but doesn't always work well with edge. You can get a ClickOnce plugin for Google Chrome, but it's not a transparent "click the icon on the desktop" scenario there either.
* No hosted SMTP server. If you want to send email, you'll have to utilize your own SMTP server, at an additional cost and there is also a charge if you want Clearview to help you set it up. This is my only real "gripe" about the service. It should come with it's own email capability for the cost and to truly be a service.
* I think it is a great Software As A Service overall, but you should know about the weaknesses going in.

Review Source: Capterra
 

Shelley from Laguarda Low Architects

June 2017

June 2017

While the software is fine the implementation and customer service was terrible & well below average

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support
Pros

The ability to make changes easily. Because of our terrible experience I do not have a lot of "Pro" comments to provide.

Cons

Dealing with customer service and conversion teams. It was a terrible experience. When we purchased this software we were told many things that were not true and did not happen as promised and because of that it took over a year for the conversion to be complete. This ended up costing us much more than proposed and the conversion was still not what we had initially asked for. I would not recommend working with this company.

Review Source: Capterra
 

Tonya from Bramhall Engineering & Surveying Co.

May 2017

May 2017

Great Software. We don't use all of the functions, but the ones that we do use are great.

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support
Pros

I loved that we were able to transfer roughly 18 years of data over to this software. That was one of the main reasons we switched to this software.

Cons

There are a lot of functions that we do not use in the software, but I understand how important they would be for larger firms. It would be nice to have a scaled down version of this software for smaller firms.

Review Source: Capterra
 
 
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