Business Management Software

The setup settings can be a bit confusing at first because there are too many options in the menu. It takes some time to learn how to build custom reports. Also the mobile app is ok for basic things, but sometimes it feels a bit slower than using it on a computer browser Review collected by and hosted on G2.com.

It helps us stop losing track of customer emails. Before this, we were replying from a shared inbox and sometimes two people answered the same mail. Now every email becomes a ticket assigned to one person. It makes our support work much faster and less chaotic Review collected by and hosted on G2.com.

From a collections specialist point of view at iQor, the frustrations with Salesforce Service Cloud / Agentforce Service usually aren’t about whether it works they’re about how it feels to use under pressure.

One common dislike is how many clicks and layers it can take to do simple things. In collections, speed matters. When you’re trying to log a promise-to-pay, update a disposition, or move to the next account quickly, extra screens and validation steps can feel like they slow the conversation down instead of supporting it. Review collected by and hosted on G2.com.

From a collections specialist perspective at iQor, Salesforce Service Cloud / Agentforce Service is mainly solving the problem of fragmented, messy customer information and slow case handling which is a big deal in collections work. One of the biggest problems it fixes is having customer data scattered across different systems. Before tools like this, you might have billing info in one platform, notes in another, and interaction history somewhere else. Service Cloud pulls that into one place, so when a customer calls about a balance or dispute, you’re not wasting the first few minutes just trying to figure out what’s going on. Review collected by and hosted on G2.com.

The only aspect I wish we could improve is leveraging the AI-driven forecasting in purchasing. Right now, due to market volatility and limited historical data, we can't fully rely on it yet. Some legacy staff struggled with the increased controls and structure, and the change management was tough for a few people. Otherwise, there are no major complaints—the implementation was the easiest I've ever done. Review collected by and hosted on G2.com.

The credit hold system allows us to control which orders go out for customers who are in arrears. Each month, we gather more data, which helps us gain greater visibility into customer buying habits over time. Review collected by and hosted on G2.com.

My main frustration with Zendesk is that the product can feel quite complex to use. There are a lot of features, settings, and configuration options, and it can take some time to understand how everything works and determine the best way to use the platform. This can make the experience feel overwhelming, particularly for new users or when trying to complete something that should be relatively simple. I also find the functionality for mentioning or tagging another person directly within a ticket to be limited. When I need to bring a teammate's attention to a specific ticket or ask for their input, I would prefer a more straightforward way to mention them directly in the ticket and clearly notify them. Having to rely on another communication channel for something that could be handled within the ticket can create additional steps and make collaboration less seamless. While Zendesk has a lot of powerful functionality, I think simplifying some of the user experience and improving collaboration features within individual tickets would make the platform much easier and more efficient to use. Review collected by and hosted on G2.com.

Zendesk helps us manage and respond to customer support requests in a structured and efficient way. I work for a software company that provides solutions for public safety, so our customers often rely on us to quickly address issues that may impact their day-to-day operations. Zendesk gives customers a centralized place to submit support tickets and provides our team with the information and context needed to investigate and resolve those issues effectively. It also helps me prioritize requests based on urgency and impact, allowing me to focus my attention on the most critical issues first. Having tickets organized in one system makes it easier to track conversations, follow up on outstanding requests, and ensure that important customer issues do not get overlooked. Overall, Zendesk helps us provide a more consistent and responsive support experience while giving me a clear way to manage my workload and prioritize customer needs. Review collected by and hosted on G2.com.

I dislike the login feature. I don't always have my phone with the app handy for verification, so I always have to do the extra step of sign in other options, and then send a code to my email. I don't mind the email verification but there is an extra step before I can login. I also do wish there was a chat option for quick questions! Review collected by and hosted on G2.com.

It's a place to reconcile all my transactions and see how much I've been investing in my business versus making. Being able to see these reports is very helpful as a new business! Review collected by and hosted on G2.com.

The permission Spaghetti Trap: Because SharePoint lets you break inheritance at almost any level (site, library, folder), it is remarkably easy for decentralized department owners to create a labyrinth of broken permission. As an admin, cleaning up permission audits when employees move between departments can turn into a headache.

The Out-of--the-Box Search Quirks: End-Users frequently grumble that native search can be finicky. If a document lacks proper metadata or is buried under five layers of nested folders, finding it via the global search bar can sometimes feel less intuitive than expected.

Steep Learning Curve for New Recruits: While power users and admins appreciate the infinites flexibility, untrained staff often view SharePoint as just another place to drop files without proper sites structuring and initial onboarding, user adoption can stall. Review collected by and hosted on G2.com.

SharePoint is an enterprise Swiss Army Knife: for an administrator, it requires upfronts planning, rigid governance policies, and active clean-up to prevent digital clutter. For the end-user, it offers a centralized, reliable single source of truth-provided the environment is structured logically. It isn't plug-and-play magic, but when managed with clear intent, it forms an unbeatable foundation for team productivity. Review collected by and hosted on G2.com.

Some of the very basic things are hard to find, like a pdf of the vendor bill. It sits in "communication" tab under "Files". You'd though such an important thing would be more visible on the main page of vendor bill. Review collected by and hosted on G2.com.

Automatic revenue recognition is something that I wasn't aware is not an obvious thing when it comes to other similar solution, so having it is great.

There are almost no problems with functionalities of the NS and if we have any problems ACS can help us quickly! Review collected by and hosted on G2.com.

I would like to see them continue on the AI front. Right now, there needs to be more AI built directly into the system that you interact with in order to keep up with its competitors. The ability to use agentic AI and communicate directly with an AI agent in terms of updating information or even report building just by having a conversation explaining what you want to see within the system. Review collected by and hosted on G2.com.

I find Sage Intacct solves complex multi-entity organization issues for me, offers me more robust reporting capabilities, and is a huge time efficiency saver. Review collected by and hosted on G2.com.

While Workvivo excels at centralizing communication, the notification system can feel overwhelming at times — especially during high-activity periods when multiple teams post simultaneously. It can be difficult to filter out what's directly relevant to my role versus general organizational updates, which occasionally leads to notification fatigue. A more granular notification customization option would go a long way. Additionally, the search functionality could be more robust; finding a specific post or announcement from a few weeks back sometimes requires more scrolling than I'd like, particularly on mobile. Review collected by and hosted on G2.com.

Before Workvivo, our team relied on a patchwork of emails, chat groups, and internal wikis to stay informed about organizational updates, process changes, and team achievements. As a Selling Partner Support associate handling vendor interactions across multiple channels, missing a single SOP update could mean providing outdated guidance to a vendor — impacting both case quality and customer trust. Communication felt siloed, and there was no single source of truth for what was happening across the broader organization.

After implementing Workvivo, we now have a centralized platform where all critical updates land in one feed. We struggled with fragmented communication and delayed awareness of policy changes, but now we can access real-time announcements, engage with leadership posts, and celebrate peer achievements in one place, which has resulted in faster alignment across shifts and fewer quality errors caused by outdated information. I estimate saving 15–20 minutes per shift that I previously spent hunting for updates across platforms — time I now redirect toward resolving vendor cases. The sense of community has also improved noticeably; recognizing colleagues publicly has boosted morale in a way that private messages never could. Review collected by and hosted on G2.com.

The pricing model is predatory. Once they have your data in their system they can simply increase the price at any time. They are doing that now by 40% for Quickbooks online plus. They know that customers won't like it but they also know that the cost of migrating all the data is higher than the price increase. Once they have you locked in they will abuse that position of trust. This is a company that treats you like prey, not a customer. Review collected by and hosted on G2.com.

Its bookkeeping, plain and simple. They integrate with banking platforms which is nice. Review collected by and hosted on G2.com.

sometimes it is having some issue while entering the time sometimes the error that we cant fix. improve the loading time Review collected by and hosted on G2.com.

Human capital management, or HCM, is one module that we got hooked on. The employee self-service portal makes our employees more than content. Similarly, in our customer-facing business, an excellent CRM helped our sales, marketing, and after-sales teams align their interests with customers, making them our loyal ambassadors. Review collected by and hosted on G2.com.

I use ePROMIS ERP for entering employees' timesheets. It's easy to understand and use, requiring minimal training. Review collected by and hosted on G2.com.

Rillet is clearly built for the modern finance stack, and it does that very well. If you're in GovCon and need a DCAA-approved accounting system, that's a specific niche it isn't yet designed for, which is worth knowing if you're in that space. For everything else, it covers the bases. Review collected by and hosted on G2.com.

Rillet has completely transformed what my team spends time on. What used to be data entry and manual reconciliation is now handled automatically, which has freed up real capacity to focus on more advanced, higher-value work. The AI takes care of the prep, which means we're spending our time reviewing and making decisions rather than building from scratch every month. Review collected by and hosted on G2.com.

Fin performs well for common support scenarios, but handling highly specialized or company-specific requests sometimes requires additional knowledge base refinement. Initial setup and optimization take time to achieve the best results, and expanding customization options for workflows and reporting would make the platform more flexible. Pricing may also be a consideration for smaller teams, while deeper integrations with additional third-party business tools would further enhance its value. Review collected by and hosted on G2.com.

Before implementing Fin, our support team spent significant time answering repetitive customer questions and routing routine requests to the right agents. Fin automated a large portion of these interactions by providing accurate, context-aware responses using our knowledge base while escalating more complex cases when needed. This reduced response times, lowered the workload on support agents, improved resolution consistency, and allowed the team to focus on higher-value customer issues instead of repetitive tasks. 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.

Sometimes when managing larger guides or knowledge base content, finding specific settings or sections can take a little time in the beginning because there are many features available in the dashboard. I also noticed that a few pages may feel slightly slow while switching between different sections, but overall the platform works smoothly for regular educational and wellness content management work. Review collected by and hosted on G2.com.

It is helping me solve the problem of keeping educational guidance, onboarding information, and wellness related support content properly organized and easy to access in one place. Earlier, managing different health articles, patient instructions, seasonal wellness tips, and learning resources separately used to become confusing and time consuming during regular work.

Now it is much easier to create guides, knowledge base articles, checklists, and resource sections for educational health content and patient awareness information. Features like onboarding flows, AI support, searchable articles, and resource centers also help people find information more easily without needing repeated manual explanation every time.

It also helps while preparing educational material and guidance notes for students or learners because everything stays properly arranged and easy to update. Overall it saves time and makes health education and support related workflow more organized during daily work. Review collected by and hosted on G2.com.

"One challenge I experience with Freshworks is that it occasionally displays error messages such as 'You're doing too much' or experiences loading delays, especially when handling multiple tasks. This can temporarily slow down workflow and require refreshing or retrying actions. However, overall, the platform remains easy to navigate and effective for managing tickets and customer interactions. Review collected by and hosted on G2.com.

Freshdesk helps streamline customer support by centralizing tickets, customer information, and communication in one platform. It allows me to efficiently create, track, and manage cases while on a call, ensuring concerns are routed to the correct department and followed up appropriately. This improves productivity, reduces handling time, and enables me to provide guests with accurate updates and resolutions during the same interaction, resulting in a better overall customer experience. Review collected by and hosted on G2.com.

Some parts of Stok.ly can feel a bit overcomplicated, and they take longer to learn than they probably need to. There are also a few workflows where small tweaks could save a lot of clicks and make day-to-day tasks much quicker.

We’ve come across a few bugs too, especially during the initial setup. On the plus side, the team is responsive when we raise issues and is willing to look at ways to improve the system. Review collected by and hosted on G2.com.

The main problem Stok.ly solves for us is keeping control of stock across multiple stores and our warehouse. Previously, a lot of this relied on spreadsheets, separate systems, and a fair amount of manual work.

Now we have a single place to see what stock we have, where it is, what’s selling, and what needs ordering or moving between locations. It’s made purchasing, transfers, and day-to-day stock management much easier and, most importantly, it gives us better information to base decisions on. Review collected by and hosted on G2.com.

The invoicing feature needs more search options to make it easier to locate specific invoices, and it would also help to have a way to link invoices to packing lists. Review collected by and hosted on G2.com.

It is helping scale our company by leveraging the knowledge of veterans and making that knowledge accessible. Fulcrum feels like a touchstone for developing future leaders in manufacturing. Review collected by and hosted on G2.com.

I think ServiceNow should offer a more unified solution that includes all the essential features needed to manage the enterprise architecture of large organizations as Application Portfolio Management evolves. It’s already moving in the right direction by following CSDM principles and integrating with CMDB and GRC, but in my experience the implementation still requires a lot of functional knowledge of CMDB and enterprise architecture. Review collected by and hosted on G2.com.

I use ServiceNow Enterprise Architecture to map applications to services and manage portfolios. For our large enterprise, it helps streamline how we organize applications, services, and portfolios in one place. The dashboards and insights improve efficiency by giving end-to-end visibility into applications and by helping us manage tasks and approvals more effectively. The Enterprise Architecture workspace also offers easy-to-use navigation, which makes it simpler for portfolio management teams to manage business applications. We can create an Architectural Decision Record (ADR) from the Portfolio page and request for an approval..

AI portfolio analytics widgets were added in the latest release.., The AI Portfolio widgets display associations between business applications and AI systems Review collected by and hosted on G2.com.

One thing I don't like about SAP S/4HANA Cloud is that it can take some time to learn, especially if you're new to the SAP ecosystem. Some tasks require multiple steps, and certain customizations aren't as straightforward as I'd like. While it's a powerful platform, the interface and navigation could be more intuitive in a few areas. Review collected by and hosted on G2.com.

SAP S/4HANA Cloud helps bring our core business processes into one system, which reduces the need to work across multiple tools or spreadsheets. Having real-time data makes it easier to track operations, make informed decisions, and identify issues sooner. For me, it saves time, reduces manual effort, and makes day-to-day work more efficient. Review collected by and hosted on G2.com.