Business Management Software

The main downside with Zoho Desk is the initial configuration. Setting up some automations for SLAs and escalation rules took a bit of experimentation and trial and error,, which can feel overwhelming for people who aren’t used to ticketing systems. Review collected by and hosted on G2.com.

The problem we were having was that our member queries were scattered across email, phone logs, and other platforms, which made it difficult to identify, them, assign them, resolve them, and close them out properly. Zoho solved this by centralizing communication and tracking resolutions end to end. As a result, our response time has improved, and we’ve streamlined our member onboarding and event support workflows. Review collected by and hosted on G2.com.

custom report template are helpful , but complex multi dimensional reporting need external tools, offline access is limited and depend on internet connectivity, learning some of the deeper features takes time. still it works effectively. Review collected by and hosted on G2.com.

earlier , financial data was spread across spreadsheets, emails and different platforms which made analysis slow and error prone, xero centralised all financial transactions in one place with up to date balances, automated bank reconciliation reduced manual work, it helps quickly compare actuals vs forecast, having financials in one system improved accuracy and reduce reconciliation mistakes. i has improved the quality and speed of financial reporting significantly, real time bank feeds are best. forecasting and trend analysis became easier with clean data from xero. also the integration with salesforce sales cloud and google sheet is very helpful. Review collected by and hosted on G2.com.

What I dislike most about Salesforce Service Cloud is the complexity and learning curve. It can feel overwhelming at first, especially for smaller teams, and many customizations require admin or technical support. Additionally, costs can add up quickly as you scale users, features, and integrations. Review collected by and hosted on G2.com.

Salesforce Service Cloud solves the challenge of managing high volumes of customer support across multiple channels in a structured and scalable way. It centralizes cases, emails, chat, and customer data in one system, while automation and workflows help prioritize, route, and resolve issues efficiently.

This benefits me by improving response times, giving full visibility into customer history, and enabling consistent support experiences. It also helps track performance through reporting and dashboards, making it easier to identify bottlenecks and continuously improve support operations. Review collected by and hosted on G2.com.

Updating a customer's address is annoying. If you've already created an invoice or sales order and need to update the address or contact details, you need to recreate the invoice or sales order for it to grab the new details. It doesn't automatically update. Setting up a recurring invoice requires you to add the customer as a recurring customer. If the auto payments aren't run very early in the morning and you have an open invoice for that customer, it will pay all invoices if that customer was set up as recurring. Sometimes you don't want ALL invoices to be paid automatically. Review collected by and hosted on G2.com.

We currently have no issues with the software. Review collected by and hosted on G2.com.

Honestly, there isn’t anything I genuinely dislike about NetSuite. Like any powerful platform, it can take a bit of time to fully unlock everything it offers, but once you’ve found your feet with it, that flexibility and depth quickly become one of its biggest strengths. Review collected by and hosted on G2.com.

It brings everything into one place, finance, operations, and reporting, which removes a lot of manual work and guesswork for us. Having that real-time visibility across the business has helped us make decisions confidently and has saved us a lot of time by streamlining our day-to-day processes. Review collected by and hosted on G2.com.

Below are a few points I dislike about SharePoint. First, there are integration limitations outside the Microsoft 365 ecosystem. Second, permission management can be complex and harder to maintain. Third, I’ve noticed performance issues when it’s used at scale. Review collected by and hosted on G2.com.

Below are the problems solved by SharePoint. SharePoint provides a centralized document library with version control and metadata. It enforces role-based access, along with auditing and governance policies. This helps ensure everyone sees the latest version of documents and project updates. It also works well across small teams as well as global enterprises with thousands of users. 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.

Zendesk can feel a bit overwhelming at first because there are so many features and configuration options. It takes time to set up properly and can be confusing for new users. another thing is pricing, many useful features and integrations are locked behind higher plans, which can e tough for smaller teams. also when ticket volume is high the interface can feel slightly cluttered. i Review collected by and hosted on G2.com.

Zendesk solves common problem of managing customer support across different channels without losing track of conversations. instead of juggling emails, chats social messages and support tickets separately everything get brought into one organized system. This helps reduce confusion and ensured that no customer request gets forgotten or duplicated. For me this is beneficial because it keeps all customer interactions clear and easy to follow. Automated workflows, tagging and prioritization help me respond faster, stay on top of pending issues, and spend less time on repetitive tasks, It also gives better visibility into what customers need, so i can make smarter decisions and improve the overall support experience. it makes day to day support work less chaotic and more efficient. Review collected by and hosted on G2.com.

Some features require time to configure properly, especially when setting up spaces, permissions, and content guidelines. If not actively moderated, the feed can feel cluttered. Reporting and analytics are useful but could offer more customization. For smaller teams, the platform may feel more robust than necessary. Review collected by and hosted on G2.com.

Workvivo solves the problem of scattered internal communication and low engagement with company updates. Before using it, important information was often missed in emails or spread across different tools. With Workvivo, communication is more centralized and visible, which improves awareness and participation. This has helped strengthen employee connection, improved transparency, and made it easier for teams to stay aligned. 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.

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.

During month-end close, when a client had entity-specific reconciliation requirements and ad-hoc adjusting entries, FloQast’s standardized checklist and reconciliation formats didn’t fully accommodate these exceptions. This led to maintaining parallel Excel trackers outside the system, increasing manual effort and the risk of version-control issues, which partially offsets the efficiency benefits FloQast aims to provide. Review collected by and hosted on G2.com.

FloQast addresses the challenge of disorganized and manually driven close activities by bringing all close tasks, reconciliations, and reviews into one structured platform. In an RTR role, this helps eliminate scattered trackers and constant follow-ups.

The benefit to me is better control and visibility over the close process. I can clearly track task ownership, review status, and supporting documentation in real time. This improves accuracy, strengthens compliance, and reduces time spent on coordination, allowing greater focus on review and financial insights rather than process management. 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.

While I appreciate many aspects of Helpjuice, there are a few areas that could be improved. I really miss having live chat support available while I'm in the editor, Swifty AI is helpful for basic questions, but when I’m struggling with something more complex, having a real person makes a big difference. I’ve also found that Swifty AI sometimes struggles to provide accurate answers for our billing scenario questions, which can slow down the process.

Another improvement I’d love to see is when inserting an article into another piece of content: it would be great if there were a hyperlink that opens the article in a separate window, rather than having to search through published articles and hope the first sentence brings up the correct one. Lastly, while we enjoy using Swifty AI chat overall, it would be fantastic if, when it gives an incorrect answer, we could flag it in the chat itself and have Swifty notify the editors automatically. That feedback loop would make the tool even more powerful. Review collected by and hosted on G2.com.

Helpjuice has been a game-changer for organizing our knowledge. Before, we had documents scattered across multiple platforms, which made it difficult for staff to find accurate information quickly. Now, everything is centralized in one place, making it easy for our team to access the answers they need, along with the supporting documentation, while assisting subscribers. This has been especially valuable for training new hires, as they can learn and reference materials in a structured, consistent way. Ultimately, Helpjuice helps us provide faster, more accurate support to our subscribers and improves overall efficiency. Review collected by and hosted on G2.com.

Customization to fit a specific business requirements or needs is currently limited. They should extend the customization of the invoices, bills and other financial documents to meet every customers expectations. They should allow customer to request for new features that might benefit them to be added to the platform. Review collected by and hosted on G2.com.

It works as a centeralized accounting and inventory mangement systems. Also it allows orders/ invoices to paid (payment to be collected) from within Quickbooks online. 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.

Freshdesk can feel a bit overwhelming at the beginning because there are so many features, tabs and settings to explore. While this is great once you are used to it, the initial learning curve can be confusing, especially for new users or small teams. Another downside is that some really useful features, like advanced automation, detailed reports or certain integrations are only available on higher pricing plans. This can be limiting if you are on a basic plan and want more flexibility. Also, when ticket volume is high, the interface can feel slightly cluttered, which slows things down a bit. Review collected by and hosted on G2.com.

Freshdesk solves the problem of customer support getting messy and unorganized when queries start coming in from multiple channels. Instead of juggling emails, chats and tickets separately, everything is managed in one place. For me, this is helpful because it keeps conversations structured and easy to track. Automation, ticket prioritization and clear workflows save time and reduce manual effort. It makes responding to customers faster and less stressful, especially during busy periods and helps ensure nothing slips through the cracks. Review collected by and hosted on G2.com.

The main downside is the pricing model. While Fin performs well, the pay-per-resolution approach makes costs hard to predict at higher volumes and can become expensive as AI adoption and resolution rates increase. This creates some friction when scaling AI-first support, as success with automation directly drives higher costs rather than lowering them. Review collected by and hosted on G2.com.

Fin helps us solve the challenge of handling high volumes of repetitive, first-level support questions without adding headcount. It provides fast, consistent answers to common issues and reduces the load on human agents, allowing the team to focus on more complex or sensitive cases. As a result, we benefit from faster response times, improved availability for customers, and better overall efficiency in our support operations. 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.

The think i disliked is not about MSD 365 Business Central but it's related to it's documentation and lack of learning resources.

Also reporting (especially RDLC layouts) can sometimes be challenging and time-consuming. Review collected by and hosted on G2.com.

Business Central enables organizations to centralize their finance, sales, purchasing, inventory, and operations within a single system. As a developer, I appreciate how it lets me create customized business solutions through AL extensions, all while preserving upgrade compatibility. This approach greatly reduces the effort required for long-term maintenance and allows for quicker delivery of solutions tailored to client needs. Review collected by and hosted on G2.com.