Clearview InFocus is a cloud-based enterprise resource planning (ERP) solution that helps midsize AE firms manage project lifecycle that includes sales, PM, data analysis and invoicing. Key features include business intelligence, project management, CRM, automated billing process and real-time accounting.
InFocus provides users access to all modules for a one time fee. Its feature set includes real-time accounting, project and resource planning with Gantt controls, a customizable dashboard, time and expense tracking, AR and customer management. InFocus utilizes the Report Definition Language by Microsoft to offer reporting control, as well as wizards that can be pieced together in a variety of configurations. The solution also helps users to transfer their data from applications like SEMA4, Advantage, FMS and QuickBooks.
InFocus offers services on a monthly subscription basis that includes support via phone, email, online tutorials and self-guided courses.
Tracy from Baer & Associates, LLC
Specialty: Other Services
Employees number: 11-50 employees
Good Product, Wonderful Support
Wonderful Customer Service/Support, can call them anytime to find or create reports or add features to the program.
Navigation can be cumbersome and time consuming. So many bells and whistles that it is almost too many.
Edward from ABB Inc
Employees number: 10,000+ employees
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.
Very forward thinking product that benefits true life occurrences and situations.
None that I have seen yet. And from what I have seen I do not think it will seen anything derogatory.
Take it for a spin. You will not regret it.
Igor from Bigwebapps
Specialty: IT Services
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!
None yet. I like it. No disadvantages at this moment
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
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.
I'm really happy with Clearview so really don't have anything specific that I don't like.
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
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.
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.
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
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.
Gregg from OMNNI Associates, Inc.
All accounting software and data is offsite, no servers or data to worry about locally! :)
* 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.
* 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.
Shelley from Laguarda Low Architects
The ability to make changes easily. Because of our terrible experience I do not have a lot of "Pro" comments to provide.
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.
Tonya from Bramhall Engineering & Surveying Co.
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.
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.
Madeline from ARIUM AE
I like that each PM has the means to review and prepare their own invoice. I would like to know more on how to set up a template style that can be imported for each project and then alter from there.
I wish it were easier to move time tickets around. It takes many clicks to get to move a time ticket to where it needs to be when entered in the wrong location. I wish uploading documents was easier and that I did not have to put on my desk top to move. To edit fees you need to be in one place, to add tasks you need to be in another. The program is not intuitive.
stefanie from arium ae
This program is only beneficial to our bookkeeper. People actually imputing there time find it difficult to use and time consuming.
This software is very difficult to navigate. It is not easy to use or understand. You need to complete multiple steps in order to get the result needed.
Kevin from Arium AE
Organization is pretty good. Interface is fairly straight forward. Design of programming works well and is easy to follow.
Features of input seems to change at times. Seems to be other characteristics of the software that are unknown to me.
Cindy from Arium AE, LLC
Very easy to do an expense report, and once you get used to the program it's fine to use and you can enter your time quickly.
You have to use internet explorer to use the program, and there are a lot of strange keyboard commands that are not intuitive. If you don't know the quick key commands, there end up being more steps than necessary to log your time.
Don from Arium AE LLC
The ability to document as much as possible...adding documents..no character limit for comments. also the ability to copy and paste existing information
Sometimes information is lost if more than one person accesses the time sheet. Also the ability to have more than one time sheet open at the same time and different information showing up on each.
Lauren from Arium AE
The layout is nice. I like the list format. The overall calculation of time works well. It is nice that you can copy recent items to a new time sheet.
It is not very user friendly. If you don't know the "shortcut" commands, it can be very time consuming to do anything. Scrolling through long drop down menus is annoying.
Scott from Arium AE
Online, web based in the cloud. Dashboard is pretty easy to use, very visual. Need a better way to customize dashboard.
Need mac version. Need a better way to customize dashboard. Would like to be able to send help tickets direct from software.
April from Arium AE
Comment section under time tracking provides us the ability to accurately account for the time we spend for each client project.
I find the interface of typing in job codes to record time user UN-friendly. It is difficult to type in a job code without getting some type of error- especially if you are unsure of how many tiers or sub-categories there are.
Alexa from The ELM Group
The system was a step up from our previous software (Wind-2). However, it was not as user friendly as I would have liked and it lacked the ability to completely customize and build reports and client invoices. It was a good value for money in the sense that it did offer a great deal but it left me wanting more.
Bill from O'Sullivan Architects, Inc.
When entering data into fields, the system doesn't always accept partial entry and autofill the choice(s) of module, i.e. Vendor name, if you don't use full name in search box, it generates an error "Vendor Not Found" and clears the entry box vs. leaving it as you entered and allowing you to edit to save time
Emily from Stillwater Energy LLC
Even though, Stillwater Energy is a small company, we are an energy consulting firm, InFocus provides us a very good tool to keep track timesheet by projects, for managers to do project planning. Even better is whenever encounter a problem using the program, either get on the Help Center to browse articles or videos or open a ticket , we can always get our problems resolved almost instantly.
Leah from Arium AE, LLC
InFocus is simple to use while compiling and organizing complex data. Constantly improving on an already comprehensive and component program.
Erica from Bramhall Engineering & Surveying Company
Employees number: 11-50 employees
Being a newer accountant in the engineering industry, I had a bit to learn about how jobs are billed, tracked, etc. It is definitely a different process than accounting for goods being sold! I came into my job as the implementer of InFocus and learned A LOT simply by learning the system. InFocus is so easy to use and straight forward. If there is something that I don't catch onto right away, the Clearview support team is always ready to help and quickly help resolve the issue.
As the years have gone on they have updated the system based on feedback from their clients, which is amazing! The changes they have made make things run more smoothly and it is great to know that they are listening to the needs and desires of their clients. InFocus also has a built-in reports, but also its own report builder tool if the report you need isn't automatically there you can create it yourself!
Overall, I would definitely recommend InFocus to anyone looking for new engineering software. The program is easy to learn, easy to maneuver in and provides everything you would need. Even your specific need isn't met you can simply reach out to their support staff and be taken care of. It is a great software, but even better customer service - thank you Clearview team!
Ease of use, availability of support staff, resolution of issues, suggestion forum Clearview provides
Export to excel needs manipulated often, if modified the journals will show both versions
Johana from Kohler Ronan
I have used large ERP system: SAP,Great Plains, just to name a few. The Clearview team has taken their time to develop a great product. The helpdesk is a great team i always get a rely within a couple of hours and the IT is willing to take a few minutes and explain to me how the system works, help me find a resolution to my problem, and at times help me figure out a work around. With all ERPs as a company uses it more and more and develop their database management always wants to see more information or in different formats. SAP is very strike in what you see is what you get with minimum customization. You would need to export raw data and reformat or spend millions in a report builder app and IT support. I love the fact that i have the availability to create my own querries, reports, and see what information is available. Once i know what i want i can request Clearview to create something for me at a reasonable price. No system is perfect but that fact that Clearview is always looking at improving their system and helping their clients maximize the use of the software.
Pat from T3 Design
Employees number: 11-50 employees
Software is extremely powerful and flexible. Clearview Team is fantastic. Best project management/accounting decision we made when we converted to Infocus. Highly recommend.
Flexibility, capabilities, powerful analytics and reports