Business Management Software

Some of the accounting terms still feel a bit heavy. Setting things up the way my accountant wanted took some trial and error. Occasionally, the reconciliation suggestions aren’t perfect, especially with partial payments, so I have to double-check. Review collected by and hosted on G2.com.

It keeps my finances in one place and makes year-end prep much easier. I can clearly see who’s paid, what’s outstanding, and how much I’ve actually made. For a solo freelancer, it fits well without feeling overcomplicated. Review collected by and hosted on G2.com.

- Reporting limitations: The built‑in analytics can feel restrictive, and deeper insights often require Zoho Analytics as an add‑on.

- Mobile app performance: The mobile experience isn’t as smooth or feature‑rich as the desktop version. Review collected by and hosted on G2.com.

Zoho Desk helps centralize and streamline all customer support interactions, which used to be scattered across email, chat, and phone. By bringing everything into one platform, it eliminates missed messages and makes it much easier to track the full history of each customer conversation.

It also solves the problem of manual, repetitive work. Automation rules, SLAs, and workflows ensure tickets are routed correctly, follow-ups happen on time, and agents can focus on actual problem‑solving instead of administrative tasks. Review collected by and hosted on G2.com.

The richness of the product requires more serious support from Acumatica that we seem to have difficulty accessing, at times. We currently use Acumatica as our VAR, and they have structural issues that have led to a negative experience. The transition from Sage 100 was initially painful, taking 3 years to convert. Challenges came from end user non-participation and lack of serious commitment. Review collected by and hosted on G2.com.

Acumatica supports our business from lead management to payment collection. It's flexible and easy to use yet robust, and it lets us adapt to market demands in a functionally correct manner. Review collected by and hosted on G2.com.

The Catch:

The “Salesforce Tax”: It’s expensive, and nearly every “cool” AI feature comes as a pricey add-on that can quickly inflate your monthly bill.

Complexity: This isn’t “plug-and-play.” In practice, you’ll usually need a dedicated admin or a consultant to keep everything running smoothly.

Bloat: The interface is undeniably powerful, but it’s also heavy. It can feel “click-heavy,” and it may run slowly on older hardware.

The Bottom Line: It’s a great fit for large companies that need to scale complex support operations, but for smaller or simpler teams it can easily become “expensive overkill.” Review collected by and hosted on G2.com.

Salesforce Service Cloud eases the headache of fragmented customer data and manual, slow-moving support workflows by bringing every communication channel together into a single “source of truth.” This gives you a true 360-degree view of your customers, so your team can deliver personalized help right away instead of losing time digging through old emails or jumping between disconnected systems. With AI-driven automation and self-service portals, the platform reduces repetitive “busy work” and automatically routes more complex cases to the right experts. In the end, it helps shift your support team from a reactive function to a faster, more efficient operation—leading to quicker resolutions, lower overhead costs, and stronger customer loyalty. Review collected by and hosted on G2.com.

It seems to me that there should be more connectivity with other third parties, for example, with banks, in order to have updated information every day to reconcile accounts more easily. Review collected by and hosted on G2.com.

Sage Intacct automates accounting tasks, reduces manual entry, facilitates report generation, and speeds up invoice creation for clients. Review collected by and hosted on G2.com.

Sometimes, if there's a feature that doesn't work with NetSuite, it can take ages for them to address it with an enhancement because not a lot of customers may want it. Sometimes, there's no workaround, and these enhancement requests can stay in the NetSuite world for ages. Review collected by and hosted on G2.com.

NetSuite consolidates multi-subsidiary accounts quickly, saving two days at month-end. Its 100% cloud-based system allows for real-time financial balance sheet access and is easily customizable to different business needs. Review collected by and hosted on G2.com.

one thing I dislike about Microsoft SharePoint is that can feel confusing at first. The interface is not user friendly for new users and it takes time to understand how libraries, folders and permissions actually work. Without proper training users can easily confuse a lot performance will slow down when working with large files. Simple changes sometimes feel complex and for advanced setups, need IT support. Review collected by and hosted on G2.com.

Microsoft SharePoint solves the problem of poor team collaboration. Before using SharePoint files used to be in local folders, emails and different tools which makes hard to find the right document. SharePoint brings everything into one central place and easy to locate and manage the files. It also helps with real time collaboration Multiple people can work on the same document. Another benefit is access control and security. we can share documents with the right people with restricting sensitive data overall SharePoint saves time by keeping everything organized and easily connected with Microsoft ecosystem. Review collected by and hosted on G2.com.

Sometimes visual customization could be more flexible, and some more complex flows end up requiring manual adjustments. I also miss more in-depth reports to understand in detail the impacts of the guides and user behavior. Review collected by and hosted on G2.com.

I use UserGuiding to create guides, update customers about changes, and promote actions. It reduces product friction by guiding users from the start, facilitates the understanding of features, decreases questions, and reduces dependency on support. Review collected by and hosted on G2.com.

While Zendesk is powerful, the pricing can become expensive as your team grows or when adding advanced features. Some useful capabilities are locked behind higher-tier plans, which can make scaling costly. The initial setup and customization can also feel complex, especially for smaller teams without a dedicated admin. Additionally, the reporting configuration sometimes requires extra effort to get very specific insights without using add-ons. Review collected by and hosted on G2.com.

Zendesk helps centralize and streamline customer support by bringing all communication channels—email, chat, and web forms—into a single ticketing system. This eliminates scattered conversations and improves visibility across the team. It also solves response time issues through automation, triggers, and SLAs, ensuring that tickets are routed and prioritized correctly. As a result, we benefit from faster resolution times, improved customer satisfaction, better workload management, and data-driven insights through reporting and analytics. Overall, it creates a more structured, scalable, and efficient support process. Review collected by and hosted on G2.com.

While the social feed is great, the search functionality can sometimes be frustrating when trying to locate older, specific documents or static resources that aren't news. Additionally, the notifications can get overwhelming if not managed strictly, making it easy to miss critical operational updates amidst the social noise. A bit more robust categorization for "must-read" vs. "nice/good-to-read" content would be an improvement. Review collected by and hosted on G2.com.

It solves the problem of siloed communication and low employee engagement. Before Workvivo, email blasts were often ignored, and we lacked a central "digital heart" for the company. Workvivo has centralized our internal communications, making leadership updates feel more personal and accessible. It benefits me by providing a single source of truth for company news while fostering a genuine sense of community through peer-to-peer recognition." Review collected by and hosted on G2.com.

Lack of customization options in the dashboard can be a hassle for some users. All-in-all a great tool for all your business needs. Review collected by and hosted on G2.com.

I highly recommend using this business management platform. We were able to increase team collaboration and communication with its smart reporting and advanced analytics functionalities. Review collected by and hosted on G2.com.

Creates precise and comprehensive financial reports as per the accounting standards.

Reduces paperwork, manual errors and instances of data duplicity.

Allows better control through improved financial management and forecasting.

Streamlines the accounts payable process and ensures payment compliance with the end-to-end invoice management system. Review collected by and hosted on G2.com.

The initial setup complexity can be challenging, particularly the email forwarding configuration and DNS record setup for domain authentication. The DKIM CNAME record configuration requires technical expertise and coordination with IT teams.

While the platform is feature-rich, some workflow automation could be more intuitive. We often rely on external tools like Grammarly for quality assurance of responses, which should ideally be built in.

Reporting customization could be more flexible - while the standard reports are good, creating custom views for specific business needs sometimes requires workarounds. Review collected by and hosted on G2.com.

Freshdesk centralizes our multi-brand guest services operation, allowing us to efficiently manage support for 15+ brands from a single platform while maintaining clear separation and brand-specific workflows through Groups.

Key problems solved:

1. Scalability - We handle 170,000+ tickets annually with a lean team. Freshdesk's automation and canned responses let us scale without proportionally increasing headcount.

2. Response time consistency - We maintain our 48-hour SLA commitment across all brands, with real-time tracking preventing tickets from falling through the cracks.

3. Quality control - Standardized responses and ticket categorization ensure consistent, professional communication regardless of which agent handles the ticket.

4. Performance visibility - Dashboards and analytics help us identify bottlenecks quickly and coach team members effectively. We've achieved a 37% reduction in first response time and improved efficiency by 93%.

5. Client reporting - Built-in analytics make monthly reporting to our brands straightforward, showing ticket volumes, trends, and resolution metrics. Review collected by and hosted on G2.com.

For some business, there are too many options which maybe complex or too powerful for smaller company. Ths tool with help you company grw=p Review collected by and hosted on G2.com.

Having Accounting, CRM, website, third party channel management and more all integrated into one system to easy and awesome to deal with on a dailly basis. Review collected by and hosted on G2.com.

My one regret is that I didn't engage with Helpjuice sooner... Review collected by and hosted on G2.com.

Redesigning our new Knowledge Base Review collected by and hosted on G2.com.

One thing I dislike about Fin by Intercom is that the quality of its answers depends heavily on the knowledge base. If the content isn’t well organized or kept up to date, the responses can end up being inaccurate or misleading. I’ve also found that, in some cases, the customization options feel limited. Review collected by and hosted on G2.com.

Fin by Intercom helps address high customer support volume by using AI to automate responses to common questions. By handling repetitive issues, it reduces the need for human agents to step in for routine requests. For me, this means saving time, lowering support costs, and freeing up agents to focus on more complex customer problems that require a human touch. Review collected by and hosted on G2.com.

They continue to build features users actually want vs a product roadmap defined by "product people" that don't understand the real "in the trenches" challenges. 20/10 would buy again at the next gig. Review collected by and hosted on G2.com.

Do it! Review collected by and hosted on G2.com.

Visibility, controls, extremely long close, organization, dysfunctional excel checklist, and recons being done ad hoc are all the main problems we were solving for with our implementation of FloQast. Both times putting in FloQast, we have been able to drastically shorten close and ensure the financials are more accurate than we ever were before. Review collected by and hosted on G2.com.

QuickBooks Online has deliberately removed the ability to print IRS-compliant 1099 forms with boxes, a feature that existed for years and is still required for many established workflows.

There is no technical limitation here — the data exists, but the form layout is intentionally suppressed to push users into paid e-filing. This forces businesses and accounting firms to either pay extra, manually re-enter data into IRS PDFs, or use third-party services.

This is a clear regression, not an improvement. It increases cost, wastes time, introduces error risk, and creates unnecessary compliance confusion. Removing core functionality to coerce add-on purchases undermines trust in the platform.

If you rely on predictable, standards-based accounting workflows, be aware that QuickBooks can and will remove them without notice. Review collected by and hosted on G2.com.

None. I plan to switch after tax season Review collected by and hosted on G2.com.

Xoro has tons of solutions for teams across all departments, which at times could lead the team to not look into external solutions for niche problems. Review collected by and hosted on G2.com.

They work with multiple clients and continue to adapt and refine modules as well as improve connections with existing and new 3rd party partners across wms, shipping, edi, etc. Review collected by and hosted on G2.com.

SAP LeanIX may initially seem daunting, particularly for newcomers working with extensive environments. Certain features demand considerable setup, and the customization options are somewhat restricted, which can make it challenging to perform more in-depth analysis or make specific adjustments. Review collected by and hosted on G2.com.

SAP LeanIX addresses the challenge of fragmented and ambiguous IT systems by bringing all architecture data into a single, centralized platform. This centralization enhances transparency, makes it easier to spot redundancies, and enables more effective planning. As a result, it helps reduce risk throughout the technology environment, ultimately saving time and supporting better decision-making. Review collected by and hosted on G2.com.

Like most ERPs, there is a significant learning curve. Success really depends on the quality of training and how disciplined the company is about keeping data clean. The onboarding phase requires a lot of focus and coordination. If a company isn’t fully engaged during this time, it can limit how effectively the system is set up for long-term success. Review collected by and hosted on G2.com.

Before Fulcrum, information may have been scattered across spreadsheets, paper travelers, or legacy ERP systems. Fulcrum centralizes everything into one platform, reducing duplicate data entry and errors. Fulcrum helps us better manage work orders, scheduling, and capacity planning. This ensures we know where each job is in the process and can adjust quickly if priorities change. Review collected by and hosted on G2.com.