Clearview InFocus Software


 

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.

 

Clearview InFocus - Fully Integrated
 
  • Clearview InFocus - Fully Integrated
    Fully Integrated
  • Clearview InFocus - Full-Featured
    Full-Featured
  • Clearview InFocus - Fast Billing
    Fast Billing
  • Clearview InFocus - Easy PM
    Easy PM
  • Clearview InFocus - All the Functionality
    All the Functionality
  • Clearview InFocus - 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

30 Reviews of Clearview InFocus

 

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Software Advice Reviews (9)
More Reviews (21)

Showing 1-9 of 9

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 21

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
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Quality
Value for Money
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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
 

Madeline from ARIUM AE

May 2017

May 2017

I find the program difficult to maneuver when trying to set up projects and invoice

Ease-of-use

Functionality

Product Quality

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

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.

Cons

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.

Review Source: Capterra
 

stefanie from arium ae

May 2017

May 2017

Not user friendly. Every day I dread having to use this product for time and invoices.

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

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

This program is only beneficial to our bookkeeper. People actually imputing there time find it difficult to use and time consuming.

Cons

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.

Review Source: Capterra
 

Kevin from Arium AE

May 2017

May 2017

Seems to be pretty straight forward.

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
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Functionality
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Quality
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Pros

Organization is pretty good. Interface is fairly straight forward. Design of programming works well and is easy to follow.

Cons

Features of input seems to change at times. Seems to be other characteristics of the software that are unknown to me.

Review Source: Capterra
 

Cindy from Arium AE, LLC

May 2017

May 2017

Not entirely intuitive, but once you get the hang of the software, it's fine to use.

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
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Quality
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Pros

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.

Cons

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.

Review Source: Capterra
 

Don from Arium AE LLC

May 2017

May 2017

Very Easy to use compared to other time sheet systems.

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
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Quality
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Pros

The ability to document as much as possible...adding documents..no character limit for comments. also the ability to copy and paste existing information

Cons

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.

Review Source: Capterra
 

Lauren from Arium AE

May 2017

May 2017

I feel that some items in the program can be more intuitive and easier to use. It gets the job done.

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
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Pros

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.

Cons

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.

Review Source: Capterra
 

Scott from Arium AE

May 2017

May 2017

Great customer Support, would like more data on features

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

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

Online, web based in the cloud. Dashboard is pretty easy to use, very visual. Need a better way to customize dashboard.

Cons

Need mac version. Need a better way to customize dashboard. Would like to be able to send help tickets direct from software.

Review Source: Capterra
 

April from Arium AE

May 2017

May 2017

Software is good but could be better

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
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Functionality
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Quality
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Pros

Comment section under time tracking provides us the ability to accurately account for the time we spend for each client project.

Cons

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.

Review Source: Capterra
 

Alexa from The ELM Group

April 2017

April 2017

Not terrible

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

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Functionality
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Quality
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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.

Review Source: Capterra
 

Bill from O'Sullivan Architects, Inc.

March 2017

March 2017

Clearview Feedback

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Value for Money

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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

Review Source: Capterra
 

Emily from Stillwater Energy LLC

March 2017

March 2017

A software that fits our need

Ease-of-use

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Value for Money

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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.

Review Source: Capterra
 

Leah from Arium AE, LLC

March 2017

March 2017

Luxury Hotel at motel price

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Value for Money

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InFocus is simple to use while compiling and organizing complex data. Constantly improving on an already comprehensive and component program.

Review Source: Capterra
 

Erica from Bramhall Engineering & Surveying Company
Number of employees: 11-50 employees Employees number: 11-50 employees

March 2017

March 2017

Functionality at its Finest

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
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Product Quality
Quality
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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!

Pros

Ease of use, availability of support staff, resolution of issues, suggestion forum Clearview provides

Cons

Export to excel needs manipulated often, if modified the journals will show both versions

Review Source: Capterra
 

Johana from Kohler Ronan

March 2017

March 2017

Great Value for your money

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
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Product Quality
Quality
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Support

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.

Review Source: Capterra
 
 
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