Shelby Financials

Sumac

Add to compare

Ratings & Reviews

Overall Rating

4.04 / 5 (156)

4.38 / 5 (104)

Ease-of-Use

4.0 / 5

4.0 / 5

Value for Money

4.0 / 5

4.5 / 5

Customer Support

4.0 / 5

4.5 / 5

Functionality

4.0 / 5

4.0 / 5

Last Reviewed

February 10, 2020

February 8, 2019

Pros/Cons

  • Pros

  • I like the function of being able to copy/paste information from cell to cell. It makes the process of filling out POs much quicker. The reports functions are nice, too.

  • Ease of use. Easy access. Support is very good.

  • Cons

  • It's not totally user-friendly...but better than any "industry specific" software that I've used. However, they continue to do updates, which continue to make it easier to use.

  • Sometimes it runs a little slow because of it being an online software. Other than that there are no issues.

  • Pros

  • The support we get when we have issues is wonderful. The support team is very quick to reply to requests.

  • it is so intuitive, friendly and usable. I have no complaints about the software.

  • Cons

  • The interface is a little cumbersome, but not unusually so for a software in this category.

  • We struggled to get used to the search function at first, though we're used to it now. I wish I could do a bulk upload of communication records, too.

Product Demo & Pricing

Demo

Pricing Range

What does it cost?

Software pricing is complicated and highly customizable. Let us help you figure out which products are really in your budget.

Advisor Recommendations & User Awards

FrontRunners

N/A

N/A

Number of times our advisors have recommended this product

(in the last 30 days)

N/A

N/A

Technical Info

Ideal Customer Size

Small

Medium

Large

Small

Medium

Large

Operating Systems

Windows

Mac

Linux

Windows

Mac

Linux

Screenshots