Business Management Software

The integration between the Salesforce ecosystem and other clouds is not always as simple or included as I expected. Additionally, the initial startup was not very easy; it took about a year to get up to speed and involve all the stores in the data acquisition phase. Review collected by and hosted on G2.com.

It is necessary, at least for the implementation part of the solution, to consult a certified Salesforce partner to use the recommended best practices to avoid future problems. An important aspect during implementation is the choice of the data model to use, and having a clear understanding of which external tools you want to connect via API. The advice, if possible, is to use the Salesforce ecosystem as much as possible to have immediate and secure integrations. For example, by using Marketing Cloud as a marketing tool rather than other tools, data integration is quick and secure, avoiding the exchange of Excel files with sensitive data for data updates. Additionally, it is possible to schedule triggers based on customer behavior by integrating interactions across all systems. With the latest development of Salesforce (CDP), it is also possible to create customer groups that can be used both in Marketing Cloud and on Commerce Cloud using both navigation data and social data. Review collected by and hosted on G2.com.

Unify the customer's information in one place, making everything I need to know easily accessible. Review collected by and hosted on G2.com.

Setting up your help desk can be daunting given the complexity of many software solutions. Advanced users might observe that some features are more limited than in other systems, especially when it comes to CRMs and the constraints on fieldsets. Nevertheless, even with these limitations, we have managed to resolve every issue we've encountered so far. Review collected by and hosted on G2.com.

Bringing together our CRM, sales tools, billing system, and team communication platform into a single suite is something I haven't seen offered at this price point or with such straightforward implementation from any other competitor. Zoho Desk truly excels when used alongside the rest of the Zoho suite, and the integration works seamlessly. The time savings alone more than cover the cost, making it a worthwhile investment. Review collected by and hosted on G2.com.

Semetimes the bank feeds deisconnect more than I'd like. It's super annoying when I sit down to do my admin day and realize that I have to re-enter my password for Chase. Review collected by and hosted on G2.com.

It separates my revenue streams so I can actually see what;s making money. I've got the coffee bar, the booze and the event tickets, xero helps me to check margins on the cocktails are covering the overhead when the coffee side is slow, and definetely keeps the IRS off my back and Lets me focus on the community and the events rather than accounting. Review collected by and hosted on G2.com.

For someone who has never used a financial system before, the learning curve is steep. Understandably with the product tailored more towards the US market, some terminologies do take some getting used to, but it is just a case of learning. Review collected by and hosted on G2.com.

The system allows you to fixate on the elements of your business that other smaller software cannot tailor to. Because of the sheer level of customization, my processes can be exactly how I need them to be. Review collected by and hosted on G2.com.

The only downside is that it's not pretty - aka not intuitive to use. There's always a period of struggle when someone new starts, and they usually can't find their way to what they need by accident. Review collected by and hosted on G2.com.

The only actual issue that we've had with NetSuite is the reporting/saved searches. Over the last couple of years there's been improvements with that and it's really upped our game as far as doing more directly in NetSuite. I'm able to provide leaders information/data that I believe in and am willing to put my name to. Review collected by and hosted on G2.com.

SharePoint can be challenging to learn at first, especially without experienced administrators. Managing site layouts, permissions, and navigation requires planning, and deeper customization often needs extra tools or technical knowledge. The overall experience can also depend heavily on how well the platform is set up and maintained. Review collected by and hosted on G2.com.

SharePoint helps me manage documents and team resources in one central place instead of having files spread across emails and different tools. It reduces version confusion, makes collaboration easier, and improves access control for shared content. This saves time, keeps work organized, and supports smoother collaboration within the Microsoft 365 ecosystem. Review collected by and hosted on G2.com.

We have used UserGuiding for bettering customer service and also as a digital adoption platform and it delivers well. Review collected by and hosted on G2.com.

We have been using UserGuiding as our business digital adoption platform and it works perfectly. It has also been awesome when it comes to bettering our customer self-service and it has lead to increased customer retention which is a plus for our business. Review collected by and hosted on G2.com.

In my experience, I haven't encountered any disadvantages when using the Zendesk tool. Review collected by and hosted on G2.com.

With Zendesk, we were able to keep track of everything, starting from receiving calls to creating detailed records. The tool allows us to set the appropriate disposition for each case, such as marking it as pending, solved, or pending for a manager. Thanks to Zendesk, we have resolved many tickets efficiently and can easily find and send updates to our customers. As customer service representatives, it is important for us to provide resolutions, and this tool helps us do that effectively. Review collected by and hosted on G2.com.

While Workvivo offers a strong platform for engagement, some features could benefit from improved customization and integration options. For example, certain interface elements can feel slightly rigid or limited, especially when trying to tailor the platform to specific organizational needs. Additionally, while the social-style feed is great for engagement, important updates can sometimes get buried if not pinned or highlighted properly. A bit more control over content prioritization and layout would enhance the overall user experience. Review collected by and hosted on G2.com.

Workvivo is solving the challenge of disconnected communication and low employee engagement, especially in remote or hybrid work environments. By centralizing internal updates, recognition, and social interaction in one user-friendly platform, it helps bridge the gap between teams and leadership. For me, this means staying informed without being overwhelmed by emails, feeling more connected to my colleagues, and having a space where achievements and culture are consistently celebrated. It creates a stronger sense of belonging and alignment with company goals, which boosts both morale and productivity. 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.

Some settings related to chat behavior and automation are not immediately obvious and take time configure. The interface is generally clea, but a new actions require extra clicks. For smaller teams, certain advanced features may feel more than what needed. Review collected by and hosted on G2.com.

Freshdesk helps us avoid missed messages by centralizing websites chats into one inbox. Instead of checking multiple toola or emails, the team works from the same view. This improved response consistency and reduced confusion around ownership. We noticed fewer delayed replies and smoother collaboration within the first few weeks of use. 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.

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.

I would love to see improvements on PO distribution and Inventory visibility with next available date and

fulfillment practices implemented. Review collected by and hosted on G2.com.

XoroERP helps us manage our Manufacturing, Sales Order, and Purchase Order processes. It’s very easy to use, and the team also makes software changes based on the specific needs of our business. Review collected by and hosted on G2.com.

We originally wanted a platform that we could protect behind a single sign-on that our competitors would not be able to access and this was not an option, but they did have the ability to integrate in our own portal pretty easily which we decided was the best route to go. Now it is securely hidden behind logins we help our customers create. Review collected by and hosted on G2.com.

Helpjuice helped us consolidate all of our internal and external help documentation. You can have one article that is both customer facing AND internal with the use of internal commentary blocks you can add into an article. Our customers have all of the answers to their issues and how to use the software while all of our internal teams have the answers they need quick using the Helpjuice browser extension. Review collected by and hosted on G2.com.

The only minor issue is the occasional lag in updates when a lot of people are working in FloQast at once, but it’s not a dealbreaker. Also, the setup and customization phase can take a bit of time to fine-tune Review collected by and hosted on G2.com.

FloQast helps solve the challenges of tracking close tasks across multiple properties and entities. Before using it, our team relied on manual spreadsheets and email reminders, which made it hard to stay organized and meet deadlines. Now, everything is centralized — I can clearly see what’s been completed, what’s pending, and who’s responsible. It’s also made reviews and reconciliations much faster and easier to track. Overall, FloQast has reduced stress during month-end, improved accountability, and saved us a ton of time. Review collected by and hosted on G2.com.

What I dislike is Accuracy on niche/specific questions is lower Fin depends a lot on how well your help‑docs / knowledge base cover a topic. If your content isn’t clear, detailed, or well‑structured, Fin may misunderstand or give incomplete answers. Users report that for edge‑cases or very particular product questions, Fin sometimes “hallucinates” or has to be rescued by a human. Review collected by and hosted on G2.com.

Problems that Fin is addressing is High volume of repetitive / low‑complexity support requests. Many support teams spend a lot of time handling “obvious” or frequently asked questions: order status checks, refunds, basic product usage, billing, etc. These take up agent bandwidth, slow down response times, and add cost. Review collected by and hosted on G2.com.

I think this platform offers the most advanced and effective financial resources of its kind, I have nothing negative to say about the performance of all its virtual functions. Review collected by and hosted on G2.com.

As a user of the financial features and resources of Microsoft Dynamics 365, I can say that my business has improved the management and accounting of all its income, facilitating the supervision of each of our financial transactions. Review collected by and hosted on G2.com.

The free version works well for daily use, but there are some limits. You can only have a certain number of contacts, dashboards, reports, and email templates. Some advanced features and integrations are only available on paid plans. For now, it’s fine, but it could feel limiting as your needs grow. Review collected by and hosted on G2.com.

HubSpot Service Hub helps me manage all my customer communications in one place. With the shared inbox, I can easily track emails, live chat messages and form submissions without missing anything. The ticketing system allows me to organize customer issues, assign tasks, and follow up efficiently. Forms and automated emails help me gather information and respond to inquiries faster. Overall, it keeps my workflow organized, saves time and ensures I can respond to customers promptly, which improves the quality of support I provide. Integrating with Microsoft Teams adds an extra layer of convenience, letting me stay updated on customer interactions without switching apps. 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.