All Chase Software Reviews

1-25 of 75 Reviews

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Reviews are by default sorted by Recommended to software buyers, driven by our proprietary algorithm reflecting the depth and quality of the review, recency of experience, and other factors. As a neutral reviews platform, the star rating of the review is not considered in the "Recommended" ranking, and there is currently no voting mechanism that would allow site visitors to influence the ranking.

Sally

Marketing and Advertising, 1,001-5,000 employees

Used daily for more than 2 years

Review Source: Capterra

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.

PROS

Chase 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.

CONS

Currently 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

Lumka

Marketing and Advertising, 11-50 employees

Used daily for more than 2 years

Review Source: Capterra
This review was submitted organically. No incentive was offered

OVERALL RATING:

4

EASE OF USE

4

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

4

Reviewed August 2022

An entry level finance admin review

PROS

The planning, being able to manage job costs and being able to pull out clear and concise financial reports which are easy to understand.

CONS

What I liked least about this software is that there isn't an app on Google Play or the Apple Store

Vendor Response

Hi Lumka. Thank you for your Chase review. Financial planning, managing job cost and accurate reporting are elements of our product we pride ourselves in and glad you see the value too. Please reach out to us if your satisfaction level ever changes. Enjoy the remainder of your day. Regards, The Chase Team.

Replied August 2022

Tumelo

Marketing and Advertising, 11-50 employees

Used daily for less than 6 months

Review Source: Capterra
This review was submitted organically. No incentive was offered

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

PROS

The job bag tracking system, timesheet the status report is also good and user friendly

CONS

The financial and HR reports needs to be unpraded

Reason for choosing Chase Software

It was recomended

Kimberley

Information Technology and Services, 201-500 employees

Used daily for less than 2 years

Review Source: Capterra
This review was submitted organically. No incentive was offered

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

PROS

I 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.

CONS

I don't have any comment here as most of the issues that I had were very easily resolved by Chase and their customer support

Jackie

Marketing and Advertising, 2-10 employees

Used daily for more than 2 years

Review Source: Capterra
This review was submitted organically. No incentive was offered

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.

PROS

The 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.

CONS

I 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

Review Source: Capterra

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

PROS

Wow 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

CONS

When 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

Review Source: Capterra
This review was submitted organically. No incentive was offered

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

PROS

Very simple an easy to use . Many feature which streamline all internal processes .. Customised for each Agency and its unique needs .

CONS

no 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

Review Source: Capterra
This review was submitted organically. No incentive was offered

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.

PROS

Once you understand the logic of the database, the choice is endless of the reports and navigation within the system via Insights

CONS

Its 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

Review Source: Capterra
This review was submitted organically. No incentive was offered

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.

PROS

This 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.

CONS

The 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

Candice

Marketing and Advertising, 11-50 employees

Used daily for more than 2 years

Review Source: Capterra
This review was submitted organically. No incentive was offered

OVERALL RATING:

4

EASE OF USE

4

VALUE FOR MONEY

4

CUSTOMER SUPPORT

4

FUNCTIONALITY

3

Reviewed May 2023

OLC Review

Its been good.

PROS

That you are able to build more bespoke reports for our requirements. I would like to see more job related reports in the near future.

CONS

That 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

Martine

Marketing and Advertising, 51-200 employees

Used daily for more than 2 years

Review Source: Capterra

OVERALL RATING:

4

EASE OF USE

4

VALUE FOR MONEY

4

CUSTOMER SUPPORT

4

FUNCTIONALITY

4

Reviewed September 2020

Chase software review

Chase is a good all-in-one solution.

PROS

The software is user friendly and pretty simple. Once one has a basic understanding - one is able to navigate the basics with ease.

CONS

The reporting is glitchy and takes quite a bit of playing around to get what one requires. Once a work type or task is added, it remains forever, even if it has been made obsolete. A system clean up would be great, if it were able to be done. The "upgrades" that were promised are still "pending" as regards to a presentation last year

Reason for choosing Chase Software

Not at the time

Vendor Response

Hi Martine Thanks for your feedback, it is much appreciated. We'll be in touch to understand how we can help you clean up your work and task types.

Replied March 2021

Susan

Marketing and Advertising, 11-50 employees

Used daily for more than 2 years

Review Source: Capterra

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

PROS

Our 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.

CONS

The 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

Review Source: Capterra
This review was submitted organically. No incentive was offered

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.

PROS

The software is very easy to use and understand, with practical and useful feature, with very helpful support staff.

CONS

I 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

Review Source: Capterra
This review was submitted organically. No incentive was offered

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

PROS

very easy to work with, love chase and don't have any issues

CONS

nothing 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

Review Source: Capterra
This review was submitted organically. No incentive was offered

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.

PROS

User friendly Easy to navigate to find old jobs etc Quick search to check the billing process etc

CONS

I 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

Review Source: Capterra

OVERALL RATING:

4

EASE OF USE

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

2

Reviewed October 2020

A great project management tool

I am very happy

PROS

It 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!

CONS

It 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

Review Source: Capterra
This review was submitted organically. No incentive was offered

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!

PROS

I 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!

CONS

At 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

Review Source: Capterra

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.

PROS

Logical process flow with good gate processes. Aligned to our business requirements.

CONS

Formatting 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

Review Source: Capterra
This review was submitted organically. No incentive was offered

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.

PROS

At any given time, I can have a full overview of jobs in the system, money outstanding, cool reporting...

CONS

When 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

Review Source: Capterra

OVERALL RATING:

5

EASE OF USE

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed September 2020

Chase review

PROS

Ease of use, intuitive, fast and reliable support, great reporting

CONS

Dont 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

Review Source: Capterra

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.

PROS

Chase is easy to navigate & super easy to use.

CONS

The 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

Review Source: Capterra
This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

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.

PROS

I love the resources available within this software.

CONS

I 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

Review Source: Capterra

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

PROS

Chase 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 :)

CONS

Nothing 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

Review Source: Capterra
This review was submitted organically. No incentive was offered

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

FUNCTIONALITY

5

Reviewed October 2022

Chase Software

My experience has been exceptional

PROS

Easy to use with the best user guide for new users!

CONS

Export 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

Review Source: Capterra

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed September 2020

Good

Great

PROS

We use it for project management so it really helps us track staff actual time spent

CONS

We 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

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