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.



61 Reviews of Clearview InFocus ERP

Overall rating

4.36 / 5 stars

Filters:

Showing 1 - 20 of 61 reviews

December 2018

stephen from American Forest Management Inc

Company Size: 201-500 employees

Review Source: Capterra


Ease-of-use

4 of 5

Value for money

4 of 5

Customer support

5 of 5

Functionality

5 of 5

December 2018

A very Customizable Software Product

Pros

First of all, I am not an accountant, but DBA/Software Developer. The ability to create customized reports, actions, and dashboards (both traditional and analytical) and incorporate them seamlessly into Infocus really makes this product stand out from it's competitors.

Cons

There are a few consistency issues between the applets that are annoying at times.

December 2018

matt from vocon

Company Size: 51-200 employees

Review Source


Ease-of-use

4 of 5

Value for money

4 of 5

Customer support

5 of 5

Functionality

4 of 5

December 2018

great onsite service

na

Pros

Brock came out and did a great job meeting with us and helping to build customized tools for our team to best utilize the software.

Cons

we've paid for so many self-hosted licenses, that it makes it really tough to convert to a cloud based platform and just basically throw away all those initial costs.

December 2018

Alla from BSC Group, Inc.

Company Size: 51-200 employees

Review Source: Capterra


Ease-of-use

5 of 5

Value for money

5 of 5

Customer support

5 of 5

Functionality

5 of 5

December 2018

InFocus for engineering firms

Overall, flexible software accommodating engineering firms and great support team to work with.

Pros

Absolutely incredible customer service - a great team of highly skilled professionals providing a quick answer via an open ticket, a walk-thru via Webex or customization via a Work order.

Customization in data presentations, security, permissions, reports. An end user can do a desired customization him/herself or ask the Clearview team to run a script to implement it.

Constant development and training. Workshops, webinars, announcements, updates. Continuous improvement in all InFocus features and options. Clearview team always moves forward to the new advanced ways to use the system, always up to date with technology.

Cons

Whenever and whatever we like least in InFocus, we bring it up to the support team and try to change it to the way it would work out for us or find the best solution for it. In most cases it is all repairable and we get the changes we want to use InFocus more efficiently. InFocus team is open for ideas and suggestions and many improvements we asked for have been already in place and we use them routinely now.

December 2018

John from LJA Engineering, Inc.

Company Size: 501-1,000 employees

Review Source


Ease-of-use

5 of 5

Value for money

5 of 5

Customer support

5 of 5

Functionality

5 of 5

December 2018

Clearview

Great product! Allows you to focus on operations as opposed to being a slave to the product

Pros

Flexibility
Scalability
Allows you to focus on operations as opposed to being a slave to the product.
Pricing was exceptional compared to the competitors

Cons

Tedious to setup multi-company - have to understand the relationships (i.e. Parent - Child - Sister) before you begin to setup.

December 2018

Pamela from Sustainable Design Consulting

Company Size: 11-50 employees

Review Source: Capterra


Ease-of-use

5 of 5

Value for money

5 of 5

Customer support

5 of 5

Functionality

4 of 5

December 2018

Accounting and IT Manager

Choosing InFocus is one of the best decision we've made. Training can be a challenge when adopting any new system. Clearview offers extensive training videos, consultations, and webinars. Considering most software products continue to improve and implement client-suggested upgrades, I appreciate Clearview's workshops, where users can continue their InFocus education on advanced levels. Having the opportunity to attend has helped me to really hone in on configuring our InFocus database in ways that are compatible with my company's workflow. I also picked up tips and tricks other users developed for their needs. Customer service is also very important to me. I appreciate responsive, knowledgeable technicians and staff members who listen. They do not over promise, over-sell, or mislead when discussing requests, issues or customization. They believe in empowering their users. I LOVE THIS!! They offer a workshop for those wanting to learn advanced report writing. Support staff will work through any issue or request until it has been satisfied. InFocus demonstrates its value. Invoicing is fast. Communicating project details flow more smoothly. Preparing invoices in various formats are easier. All this and more are offered for a low monthly cost per user. They even offer a training version of our data for a very low monthly fee, and any user can access it. This has been crucial when I'm working through project setup options and need to test my ideas. Overall, I love it.

Pros

It's easy to navigate, more intuitive than other products we've used, and customizable. It's difficult to pick my favorite aspect; it's such a great product overall.

Cons

I wish user's could change the color of the Sandbox (training environment). Having it the same color as the live version can make it a bit confusing when training others.

December 2018

Jane from Hixson

Company Size: 51-200 employees

Review Source: Capterra


Ease-of-use

4 of 5

Value for money

5 of 5

Customer support

5 of 5

Functionality

3 of 5

December 2018

Its a must have for keeping track of your resources.

It's been great experience! We have been working with the Clearview team since 2012, the staff is not only professional in their approach to develop and improve the software but they genuinely care about their clients. We feel that we have had the opportunity to develop a partnering relationship with Clearview's management and staff. This relationship, and using the InFocus tools effectively have allowed us to do a more efficient job at managing our current operations and planning for the future.

Pros

The analytics help me to keep track of multiple data points without spending tons of time reviewing data. With a few clicks of my mouse I am able to see resource utilization in any timeframe I need, department and associate availability at a glance, projects that have budget concerns, I can see how well we are spending against our plans and easily track opportunities/proposal status at a glance. It's help make my job easier.

Cons

We use Project Planning and Resource Scheduler frequently and it works fine but I would like to see more effort go into improving the functionality of its components i.e. Earned Value, Change Order tracking and just having better tools to manipulate the scheduled data.

December 2018

Eugenia from CWMM Consulting Engineers Ltd.

Company Size: 11-50 employees

Review Source: Capterra


Ease-of-use

5 of 5

Value for money

5 of 5

Customer support

5 of 5

Functionality

5 of 5

December 2018

The Best Accounting Tool So far

Pros

The software is very much user friendly and efficient as well. I like that I can setup contracts/projects at anytime and copy/paste a project to create several similar projects.

Cons

Invoice format does not adjust to fit the contents of the billing. Occasional one or 2 lines print on the second page which can still fit in one page if theres auto adjust.

December 2018

Barbara from Dalgliesh Gilpin Paxton Architects

Company Size: 11-50 employees

Review Source: Capterra


Ease-of-use

5 of 5

Value for money

5 of 5

Customer support

5 of 5

Functionality

5 of 5

December 2018

Top Notch Product

We are a small architectural firm and opted to change to Clearview InFocus when the program we were using was getting too complicated and too expensive. InFocus met our needs in all our required billing, project tracking, etc., but for a smaller investment. I would highly recommend this product to anyone who wants a workhorse software. I can't say enough about it.

Pros

I like the ease of transition from one software to another. It is a very easy software to learn and use. I have been using since 2010, and it has progressively gotten better and better. New features are always coming on board. Trust met...you will like it!

Cons

Reports are good but I required a great deal of customization to get the results needed. The one downside is that it does not have a payroll application. If you do in-house payroll, you will need a separate software to run along side InFocus.

December 2018

Johana from Kohler Ronan, LLC

Company Size: 51-200 employees

Review Source: Capterra


Ease-of-use

5 of 5

Value for money

5 of 5

Customer support

5 of 5

Functionality

5 of 5

December 2018

Best ERP and Project Management Software for its price

Pros

It has all the blows a whistles SAP has to offer. For me, it was very important that InFocus had strong internal controls in order to preserve the integrity of the data. Additionally, it is very user friendly and allows for quick queries, custom reports, and third-party integration. It is a software that caters to your needs without the big software restrictions.

Cons

Currently there is nothing a true dislike. But if i had to pick one it would be statements. In order to generate stand alone statements and submit to the client it has to be done manually versus a mass email distribution. Similar to invoicing. However, if the client is invoiced on a monthly basis they would recieve a copy of their statement with their invoices.

December 2018

Anonymous

Verified Reviewer

Company Size: 11-50 employees

Review Source: Capterra


Ease-of-use

4 of 5

Customer support

5 of 5

Functionality

4 of 5

December 2018

Long time customer

Pros

Was able to import data from old/so to be obsolete program (Sema4)

Cons

Need to have ability to write computer code to make changes to templates

December 2018

Rick from The Davey Tree Expert Company

Company Size: 10,000+ employees

Review Source


Ease-of-use

5 of 5

Customer support

5 of 5

Functionality

5 of 5

December 2018

User Friendly

Pros

The greatest pro for this product is just how user friendly InFocus is. Very clean interface. Minimal training needed.

Cons

The only really con is not enough people are using it. Other than that I don't really have any complaint from my perspective.

December 2018

Mary from Pelican Woodcliff Inc

Company Size: 11-50 employees

Review Source


Ease-of-use

5 of 5

Functionality

5 of 5

December 2018

Office Manager

Pros

Ease of use and the support of the product is great. The reports are wel formatted and laid out. You can extract information easily, according to your needs.

Cons

I would like to see the training modules offered free of charge. The monthly maintenance is increasing and in US dollars.

December 2018

Susan from Seiber Keast Engineering

Company Size: 11-50 employees

Review Source: Capterra


Ease-of-use

5 of 5

Value for money

5 of 5

Customer support

5 of 5

Functionality

5 of 5

December 2018

Great for small engineering firms!

Overall we are very happy with Clearview. The attention to detail in each applet makes for a thorough accounting and project management system that can't be beat.

Pros

This software is easy to use and the support team is great for every question and issue you have. The daily financials and banking systems are easy to follow, and the way employee timesheets, bill reviews and invoicing systems are integrated make billing a breeze.

Cons

Custom reports can be tricky, but the support staff is very knowledgeable and will help you out.

December 2018

Julie from Hurt & Proffitt, Inc.

Company Size: 51-200 employees

Review Source: Capterra


Ease-of-use

5 of 5

Value for money

5 of 5

Customer support

5 of 5

Functionality

5 of 5

December 2018

Clearview Infocus is For Everyone

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.

December 2018

Anonymous

Verified Reviewer

Company Size: 11-50 employees

Review Source: Capterra


Ease-of-use

3 of 5

Customer support

4 of 5

Functionality

4 of 5

December 2018

User for over 1 year

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.

December 2018

Chuck from Forecon, Inc.

Company Size: 11-50 employees

Review Source: Capterra


Ease-of-use

5 of 5

Value for money

5 of 5

Customer support

5 of 5

Functionality

5 of 5

December 2018

InFocus A Great System

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.

December 2018

Sanae from Qcs

Company Size: 51-200 employees

Review Source: Capterra


Ease-of-use

5 of 5

Value for money

5 of 5

Customer support

5 of 5

Functionality

5 of 5

December 2018

Incocus is just great

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...

December 2018

Gregg from OMNNI Associates, Inc.

Company Size: 51-200 employees

Review Source


Ease-of-use

4 of 5

Value for money

5 of 5

Customer support

5 of 5

Functionality

4 of 5

December 2018

Great SAAS accounting solution for an ACEC firm

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.

December 2018

Martha from Connico Incorporated

Company Size: 11-50 employees

Review Source: Capterra


Ease-of-use

5 of 5

Value for money

5 of 5

Customer support

5 of 5

Functionality

5 of 5

December 2018

InFocus Cloud

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

December 2018

Anonymous

Verified Reviewer

Company Size: 11-50 employees

Review Source: Capterra


Ease-of-use

3 of 5

Value for money

4 of 5

Customer support

4 of 5

Functionality

5 of 5

December 2018

Quickbooks to Clearview

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.