- IP Sync, connection with patent offices needs to be improved, it basically only works in a useful way with USPTO. On the other hand, do not know of any other IPM system doing this better.
- Document management integration (meaning how you can edit and work on documents like word directly from the system) is not fully integrated into system, you need to connect Sharepoint, Dropbox or similar software. From these Sharepoint is preferred but is not an easy set up task. This can also be seen as a advantage, since to my knowledge no other IPM system allows connection to Sharepoint.
- Reporting capabilities are quite advanced, but if wanting to create advanced workflows with PDF/Word-documents and multiple connections between objects (patents, trademarks, agreements and so on) it is needed to use the Conga software, which is highly advanced but needs additional licenses, understanding and support. On the other hand, Conga is extremely powerful, and you can benefit from the whole Salesforce community and service providers.
Review collected by and hosted on G2.com.