Cone Reviews & Product Details

The combination of a genuinely great product and customer service that actually delivers. Cone does everything I need to run my bookkeeping practice efficiently without the ridiculous price tag of the competitors. The team is responsive and helpful every single time. It's rare to find a platform where the product and the people behind it are both this good. Review collected by and hosted on G2.com.

There isn't anything that I dislike about Cone Review collected by and hosted on G2.com.

All in one practice management software. Having emails, files, forms, proposals and templates all in one platform saves a ton of time and money not having to go between platforms. Review collected by and hosted on G2.com.

There is nothing that sticks out as needing to be mentioned Review collected by and hosted on G2.com.

Cone has easily been the best software we’ve implemented for our sales process. It looks impressive to clients so genuinely helps seal the deal. But for us, the best thing has been the automated billing as we no longer have to waste time chasing debtors. Review collected by and hosted on G2.com.

Not much to be honest, as with every software it takes a little while to set up and get used to but the Cone team have been so helpful answering any questions. Review collected by and hosted on G2.com.

I really appreciate how superb the team at Cone is. They've been great from the initial free trial period through execution and even now, five months after implementation, they are readily available to find solutions to all our existing problems. Also, Cone is very simple to use, which is a big plus. The initial setup was very easy and pretty straightforward. Review collected by and hosted on G2.com.

I believe the Proposal templates could be more though it is not a deal breaker Review collected by and hosted on G2.com.

I had the opportunity to meet with Jahangir Mohammed to better understand the features and functionality of Cone (YC S22). After our meeting and comparing similar products it was an easy choice. I highly recommend Cone (YC S22) for it's simplicity, smart workflows, payment integrations, customer service, and cost. Review collected by and hosted on G2.com.

I have not experienced any negative issues with the software. Review collected by and hosted on G2.com.

Cone has been a game-changer for our firm. As an accounting team that thrives on precision and efficiency, we needed a solution that could keep up with our workflows—and Cone absolutely delivers. From proposal creation and tracking to the integrated client portal for secure file uploads, Cone’s platform integrates seamlessly with our operations. It’s intuitive, customizable, and has helped us reduce manual follow-ups while maintaining a professional, consistent brand voice across platforms.

The ability to tailor messaging, manage inbound leads, and keep everything organized in one place has saved us hours each week. It was super easy to implement and integrate with Zapier and we are in Cone every day to track proposals, payments and make adjustments to services. Plus, the responsiveness and support from the Cone team have been outstanding. If you're an accounting firm looking to elevate your client experience and streamline internal processes, Cone is the tool you’ve been waiting for. Review collected by and hosted on G2.com.

Not much to dislike. Waiting for updates on package features. Review collected by and hosted on G2.com.

We’ve been using Cone for our proposal workflows and it’s been a game changer. The usability is excellent, clean, intuitive and easy for the team to adopt. Our marketing agency clients have also commented on how professional the proposals look and feel.

Support from Jahangir has been spot on, responsive, knowledgeable and always timely. Highly recommend. Review collected by and hosted on G2.com.

At the moment, there isn't much to comment on, as new features are being added every week. I understand that this is a new product, and I appreciate that the team is receptive to suggestions. Review collected by and hosted on G2.com.

This is an all-in-one system that offers impressive power, especially considering its low cost. The support team are always keen to help, and they take suggestions on no matter how difficult they might be. Review collected by and hosted on G2.com.

Chat support is only Indian times. I'm sure this will improve as they grow and get a bigger team. Review collected by and hosted on G2.com.

Easy to use, good customer service. Great product. Review collected by and hosted on G2.com.

abit too many options & need some skills but not bad. Review collected by and hosted on G2.com.

Cone provides an all in one solution for client engagement, through contracts, to managing and capturing contact and client information, proposals and full automation of invoicing, payments and collection of fees, all at a significantly lower cost than competitors. Any business looking to eliminate their accounts receivable and reduce administration time by having their payment collection software run these processes on autopilot should definitely consider Cone.

Came from another platform and could not be happier, it handled everything I needed it to plus gave more flexibility and further options to customise proposals.

The teams customer service is second to none, any problems or issues I had with using it or setting the program up were handled promptly and made sense. Review collected by and hosted on G2.com.

There may be a little learning curve in setting up the program, but once you use it for a bit of time, it won't be an issue. This is expected as all systems will require a bit of getting used to. Review collected by and hosted on G2.com.