Business Management Software

The initial setup can feel a little overwhelming because there are many configuration options for roles, permissions, departments, workflows, and automation. It takes some time to understand how everything connects and to configure it correctly for a more complex support structure. Some settings could also be more intuitive and easier to find. That said, once the initial configuration is complete, the platform becomes much easier to manage. Review collected by and hosted on G2.com.

Zoho Desk is helping us centralize customer support and manage queries in a more structured way. Instead of handling customer issues across different channels and manually tracking follow-ups, we can organize tickets, assign them to the right team members, set priorities, and create escalation workflows. It is also useful for separating responsibilities between our customer support and compliance teams through roles and permissions. This gives us better visibility, accountability, and control over how customer issues are handled. As we grow, having these processes in one system should help us respond faster and scale our support operations more efficiently. Review collected by and hosted on G2.com.

Sometimes the responses can be too general or miss specific details, so improving accuracy and context would help. There is a need to improve response accuracy, speed, and context awareness, especially for specific customer concerns. Review collected by and hosted on G2.com.

Agentforce Service helps me automate repetitive tasks, provide faster customer support, and offer agents the right information quickly, improving efficiency and customer experience. Review collected by and hosted on G2.com.

One thing I dislike about Xero is that certain accounting tasks can take several steps, especially when I’m reconciling transactions or trying to locate specific financial information. While the interface is generally useful, some areas could be more intuitive for users who aren’t accounting experts.

Those extra steps can slow down my workflow when I need to get things done quickly. Xero could improve the experience by streamlining navigation, making frequently used actions easier to find, and offering clearer in-app guidance within the more complex features. Review collected by and hosted on G2.com.

Xero helps solve the problem of managing accounting and financial information manually. It brings together tasks such as invoicing, bank reconciliation, expense tracking, and financial reporting in one place.

This benefits me by saving time, reducing manual data entry, and making it easier to keep track of the financial position of the business. Having financial information organized in one system also makes day-to-day accounting tasks more efficient. 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.

It doesn't always catch it if someone's on their phone instead of the browser, had one case where a teammate replied from the mobile app and I had zero warning she was even on the ticket, found out only after I'd already hit send on my own reply. Review collected by and hosted on G2.com.

That near miss with the refund ticket made me actually appreciate a feature I'd honestly never thought twice about before. Knowing someone else is already looking at the same thing, right there before I start typing, has stopped at least a couple of those doubled up replies since. The mobile gap is real though, worth knowing it's not airtight if your team's answering from phones as much as desktops. Review collected by and hosted on G2.com.

The main drawback is that SharePoint can feel complex for new users, especially when setting up permissions, site structures, document libraries, and custom lists. Small configuration mistakes can affect access or visibility, so it takes time to understand the platform properly.

Customizing pages or creating advanced workflows may also require technical knowledge or Power Automate support. The interface can sometimes feel less intuitive when working with large lists or multiple document libraries, and performance may slow down if a site is not structured well. Review collected by and hosted on G2.com.

Microsoft SharePoint addresses the challenge of scattered documents, unstructured employee data, and manual follow-ups across teams. Rather than keeping files spread across different folders, email threads, or spreadsheets, we can store documents and records in centralized SharePoint sites and lists with controlled access.

It has also improved how we track employee data and automate workflows. By connecting SharePoint lists with Power Automate, updates can automatically trigger notifications or approval processes. This cuts down on manual effort, increases team visibility, and makes it easier to locate the most up-to-date information without having to rely on long email conversations. Review collected by and hosted on G2.com.

I dislike how complicated and non-intuitive it is to create a simple report when I need to drill down to information below the general journal entry level. I once spent hours trying to pull detail for all journal entries that hit a given GL account, but it only returned the lines that hit the GL account—not all the lines from the entire journal entry, which is what I was looking for. I’d like to be able to use AI within NetSuite to create a report with the content and formatting I want, instead of going through the lengthy, cumbersome process of selecting parameters one by one from an unbelievably long dropdown lists & trying to decipher without in-window helps what different versions of the same field name actually represent. Review collected by and hosted on G2.com.

NetAsset, combined with NetSuite, is helping us manage our fixed assets. It’s still a work in progress, but it’s been beneficial to link expense transactions to asset items and connect historical purchase information to each asset. I also appreciate being able to save notes and attachments with each fixed asset, which gives us a better handle on what we have and a stronger feeling of stewardship over our resources. Review collected by and hosted on G2.com.

I see lag time when trying to load large lists. For example, list of recent vendors... it takes time for all the options to load, and being web-based if you have a slower connection, it really takes longer than server based.

Like each program, it has its quarks. Reporting could always use upgrades and the dimensions you use to define reports and fields could be more grand. Review collected by and hosted on G2.com.

It’s modern and flows so much better than 300. Paying bills is a breeze, and cutting checks is much easier too—fewer clicks, with a process that finally makes logical sense. The ability to upload an attachment is really helpful because when you search the payable, you can see the backup instantly. I also like that the payable header includes an attractive banner showing how it was paid, when it was paid, and the trace #.

I also like how reconciliations flow. Once you click and “match” an item, you can filter it out so it’s no longer an option. This has saved hours of searching for a single transaction, since you can search by payee, method of payment, or transaction amount.

Reporting was always an issue in Sage 300. Here, you can pretty much create any report you want as long as the dimensions are available. You can also automate reports so you don’t have to run them every month or for every project—you can literally set it and forget it. Review collected by and hosted on G2.com.

So far dint found anything to dislike about this site/app yet hence a big NO for now. Review collected by and hosted on G2.com.

Its incredible and importantly adds free Review collected by and hosted on G2.com.

Most of my teams and organization announcements I can get it from here so its truly wonderful. Review collected by and hosted on G2.com.

The process is entirely manual. There is no AI integration to automatically correct spacing, spelling, or grammar, or provide tone suggestions while writing. Review collected by and hosted on G2.com.

Team Spaces improve collaboration by giving each team a dedicated workspace where emails are organised and assigned to the right people, reducing confusion and improving accountability. 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.

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 Fin can be repetitive in the way it handles a conversation, which can make the interaction longer than necessary. By the time the conversation is handed over to the human queue, there can be a lot of chat history for us to go through before we can understand the issue and assist the customer. It would be helpful if Fin could keep conversations more concise and avoid repeating information that has already been provided. Review collected by and hosted on G2.com.

Fin helps handle common and straightforward customer queries by providing quick answers without requiring a human agent to step in immediately. This reduces the volume of repetitive questions reaching the support queue and gives us more time to focus on complex issues that require investigation or a more hands-on approach. It also helps customers get answers faster, especially outside of our team's working hours. Review collected by and hosted on G2.com.

For some businesses, there are too many options which may be complex or too powerful for smaller companies. This tool will help your company grow. Review collected by and hosted on G2.com.

Having Accounting, CRM, website, third-party channel management, and more all integrated into one system is easy and awesome to deal with on a daily basis. 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.

A few minor things. It's best on desktop - we've found it tough to maneuver on iPad and haven't even attempted phone yet, so if your team works on the go, that's something to know upfront. The reporting is plentiful, but there's a learning curve to figure out which reports actually serve your business best. And like most ERPs, learning which fields work for your workflow takes some trial and error - though there are plenty of custom field options to get you where you need to go.go. Review collected by and hosted on G2.com.

We were really struggling with inventory tracking - specifically, getting visibility into serial numbers on the outbound side with our 3PL. We shared the struggle with Xorosoft and they scoped and built out a solution with us. Now we have real systems in place to track inventory out in the world, which means we can service our customers faster and with more accuracy. As we scale, that kind of visibility is everything. Review collected by and hosted on G2.com.

Please evolve AI Agents from trigger-based conversational automation into stateful, goal-driven agents. Give agents persistent customer memory, structured conversation state, multi-step tool planning, stronger contextual reasoning, and seamless human escalation with automatic conversation summaries. The current tool ecosystem is already strong; what’s missing is the reasoning/orchestration layer connecting those tools. I want to define the agent’s goal and guardrails rather than manually creating a condition for every possible conversation path. Review collected by and hosted on G2.com.

It allows me to have a first responder in place before anything is escalated to me. It handles basic questions and routine tasks, and it also provides a more human, teammate-like element of interaction without the natural bias a person might bring. That makes people feel more comfortable sharing information related to the business. Review collected by and hosted on G2.com.

Its high implementation complexity, rigid constraints on deep customization in the public edition, and substantial change management hurdles. Organizations adopting the platform frequently encounter specific pain points during deployment and daily operation. Review collected by and hosted on G2.com.

Data silos, slow batch processing, and high on-premise maintenance costs by unifying business operations into a real-time, cloud-based platform that boosts operational agility and decision speed. Review collected by and hosted on G2.com.

Digit is a newer entry to the space. It may not have the same depth that some other dinosaur platforms have, but they are constantly adding features and we haven't run into a situation where we couldn't do what we needed to with it. Review collected by and hosted on G2.com.

Digit is bringing together everything we need as a process manufacturer and really helping consolidate information into one place. This plus core accounting and you've got your back office. Review collected by and hosted on G2.com.