Cone Reviews & Product Details

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.

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.

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.

I’ve been using Cone for about 9 months now. I love the clean, uncluttered interface which is so easy to navigate. Cone is also excellent value for money compared with many of the other products on the market. What really stands out for me though is the customer support: the team go above and beyond, always taking feedback on board and using this to guide the ongoing development of the product. They're quick to respond and always super helpful. Review collected by and hosted on G2.com.

There really isn't anything I dislike about Cone. I love using it and I know I can always rely on the team if I need help. Review collected by and hosted on G2.com.

Cost efficiency, proposal appearance, and customer service Review collected by and hosted on G2.com.

There is nothing so far that I dislike about Cone Review collected by and hosted on G2.com.

Creating proposals is quick and easy, and the ability to save templates, duplicate proposals, and customise them makes the platform incredibly user-friendly. Review collected by and hosted on G2.com.

There is nothing to dislike about the software. Maybe it could be more customisable. Review collected by and hosted on G2.com.

Good software and great support, serves our purpose for accounting firm. Onboarding was easy and good team to assist with training and onboarding. Easy to integrate with xero. Review collected by and hosted on G2.com.

it would be great if it integrates with xero practice manager Review collected by and hosted on G2.com.

Cost effective proposal and engagement solution.

Very responsive to software adjustments Review collected by and hosted on G2.com.

You need effective engagement terms in place to copy into the software. It wasn't a problem for us as we moved from Ignition but if you were starting from scratch it could be very time consuming. Review collected by and hosted on G2.com.