Business Management Software

One limitation in my experience was that I didn’t have enough time to fully explore all of Zoho Desk’s advanced capabilities. The platform offers a wide range of features, integrations, and automation options, so there’s a real learning curve before you can evaluate everything in depth.

At first, some parts of the interface and the configuration process can feel overwhelming, especially when you start working with more advanced workflows and customization settings. Because of that, teams may need extra time to understand the setup and take full advantage of all the available functionality.

That said, the features I did use worked well overall, and the platform showed strong potential for improving support operations and keeping workflows better organized. Review collected by and hosted on G2.com.

Zoho Desk helps centralize customer support operations and organize communication workflows in a more structured way. Instead of handling requests across multiple disconnected channels, the platform makes it easier to manage tickets, track conversations, assign responsibilities, and monitor response times from a single place.

One of the biggest benefits has been improved visibility into support activity and task ownership. Features like ticket categorization, automation rules, and SLA management help reduce manual coordination and make day-to-day operations more efficient.

The platform also helps streamline workflows by automating repetitive tasks such as ticket assignment, notifications, and status updates. This reduces operational overhead and allows teams to focus more on resolving issues rather than managing processes manually.

Another benefit is the integration capability with other tools and services, which improves collaboration between support, operations, and customer management processes.

Although I did not have enough time to fully explore every advanced feature, the platform already demonstrated clear value in improving organization, workflow consistency, and overall support management efficiency. Review collected by and hosted on G2.com.

We would appreciate more customisation and reporting flexibility as we continue to scale, along with deeper automation and AI capabilities for more complex operational workflows and enterprise-level integrations such as Employment Hero. Review collected by and hosted on G2.com.

Xero primarily solves our payroll and finance administration by streamlining payroll, compliance, invoicing, and reconciliations, which saves us time, reduces manual work, and improves operational visibility. Review collected by and hosted on G2.com.

Honestly, there isn’t much to dislike, but the process of migrating from our old system was complex, especially consolidating customers from multiple databases. Integrating new acquisitions and handling multi-currency, multi-tenant setups required extra effort and some creative workarounds, but Acumatica’s flexibility helped us address these challenges. I’d also say that while AI features are promising, we’re still exploring their full potential. Review collected by and hosted on G2.com.

Scalability and flexibility are the biggest strengths for us. Because of features like attributes, we’ve been able to design the underlying data structure so it can live in both big and small buckets, depending on what we need. That makes it easy to add something like a brand attribute for a new product, and then have the data automatically flow throughout the data ecosystem we’ve created. Review collected by and hosted on G2.com.

The biggest downside is that the platform can feel a little overwhelming for new users, since it offers so many features and customization options. The initial setup and configuration can take a while, and some of the more advanced workflows require technical know-how to manage effectively. Review collected by and hosted on G2.com.

Agentforce Service is helping us manage customer support requests in a more organized and efficient way. It has improved case tracking, strengthened team collaboration, and sped up response times, while also reducing manual work through automation. As a result, our productivity has increased and we’re able to deliver a better overall experience for customers. Review collected by and hosted on G2.com.

The least helpful aspect of Zendesk for internal customer service is that while it is powerful, it can become overly complex, expensive, and less efficient as teams scale. From an integration perspective, it supports many third-party tools, but setting them up and maintaining them often requires technical expertise, and some integrations come with additional costs or compatibility issues, which can slow implementation. In terms of performance, users sometimes experience slower load times and system lag when ticket volumes grow or when running complex reports, which can impact agent productivity and response speed. For support, there are frequent complaints that response times can be slow on lower-tier plans, and resolving complex issues often requires escalation, which can be frustrating for internal teams that need fast resolution.

Regarding AI, while Zendesk offers automation and AI features, they are often paid add-ons and may feel limited or not fully accurate for more complex internal workflows, requiring additional tuning and configuration to be effective. Review collected by and hosted on G2.com.

Zendesk for internal customer service helps solve problems related to managing internal requests, improving response times, and creating visibility into support workflows across teams. Before using it, internal requests were often handled through email chains, chat messages, or spreadsheets, which made it easy for issues to get lost, delayed, or duplicated. Zendesk centralizes all requests into a single ticketing system, ensuring nothing is missed and everything is tracked from submission to resolution.

It benefits us by improving accountability and transparency, since each ticket has an owner, status, and priority level. This helps teams collaborate more effectively and resolve issues faster. It also improves reporting and analytics, allowing us to identify recurring issues, measure response times, and optimize support processes. Review collected by and hosted on G2.com.

The error messages aren't the most helpful. I would prefer there be a more drilled down explanation of certain errors, perhaps with links to resources within Community explaining them. Review collected by and hosted on G2.com.

We have trimmed a lot of time out of our AP data entry as it relates to invoice entry thanks to AI. We are also in the process of using some of the reporting and dashboard features to enable outside departments to access their financial data in real time. These are functions that wouldn't have been possible using our previous software. Review collected by and hosted on G2.com.

One issue is that it doesn’t connect with POS systems like Square or Shopify unless you purchase additional software, which defeats the purpose—especially when we’re already paying a high price for multiple systems. At the moment, we export our sales from Shopify and Square, then export and import our inventory from NetSuite back into Shopify and Square. Overall, that workflow is tedious and time-consuming.

The custom reporting options are great, but I wish there were a more user-friendly way to build, organize, and manage those reports. SuiteAnswers can be helpful, but if you don’t already have prior knowledge of how something works in NetSuite, it can be difficult to navigate and learn. The system can also run very slowly when generating reports. Review collected by and hosted on G2.com.

Having everything in one place on a single platform—inventory management, sales, reporting, accounting, and purchasing management—makes things much easier. I also like the real-time dashboards for sales, inventory, probability, and operations. Review collected by and hosted on G2.com.

One challenge with SharePoint is that the platform can feel overwhelming at first, especially for users who are not very familiar with Microsoft’s ecosystem. File permissions, navigation, and folder structures can sometimes become confusing if sites are not organized properly. There can also be occasional syncing delays or issues between SharePoint and OneDrive, particularly when multiple users are editing documents at the same time. Review collected by and hosted on G2.com.

Microsoft SharePoint helps centralize and organize important operational documents, onboarding resources, client records, compliance materials, and internal communication workflows in one secure location. In healthcare staffing, we manage a high volume of credentialing documents, onboarding files, schedules, and client-related information daily, so having a centralized system significantly reduces confusion, duplicate work, and document loss. It has improved collaboration between remote teams, increased efficiency in accessing files quickly, and helped maintain better organization and compliance across multiple ongoing projects and healthcare accounts. 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 of our company files is very large because we imported 4+ years of detailed data from QuickBooks Desktop Enterprise. As a result, I’m unable to open that company file from my mobile device, which prevents me from using features like importing receipts by taking a picture of them or accessing the file on the go.

It would be great if there were a lite version that still allowed access to the basic functions of the company file, even when the full file is too large to open on mobile. Review collected by and hosted on G2.com.

We previously used QuickBooks Desktop Enterprise, which had to be installed on a remote desktop so all of our staff could access it at the same time.

With QuickBooks Online, staff can work not only from home but also on their personal devices, without needing remote desktop access or any special installation. On top of that, the more modern features, like integrations with several services we already use, have improved our workflow and saved us a lot of time, which has been a nice treat. Review collected by and hosted on G2.com.

Nothing to mention until this time of my usage. Review collected by and hosted on G2.com.

Mainly the ticket/ email/ call handling is very much organised. I get to see who is working on which one that gets rid of the biggest confusion if the ticket is being taken care of or not. One other main thing is that Workflows/Series (as given in Fin) are very simple to create, with all the necessary steps for any sort of task. Also, marketing emails can be blasted to clients which can be templated or customised as our requirement. With all the mentioned features, it really saves my effort that I have to put into them and also saves so much time. I can also get a real-time status on the tickets, calls being transcribed again helps to get the context of the call. Review collected by and hosted on G2.com.

I do feel there's a lack of interaction from the majority of our business units. There are a few super users, but there are lots of people that don't participate. So we need to increase engagement from our colleagues. Review collected by and hosted on G2.com.

I use Workvivo to stay updated with what's happening across different departments, and it's great for reading articles that keep me informed of current best practices. 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.

Based on our requirements, everything works fine. But for their AI, we need to pay extra, and because of that, we are not able to use it. It's better if the AI is provided in the same all the licenses. Search accuracy and speed: ticket search becomes inconsistent or slow when the database grows large. Agents waste time finding old conversations, attachments, or customer history. My team did the initial setup, and it was a little bit complex since we needed to add all the details and set up all the navigation. Review collected by and hosted on G2.com.

I use Freshdesk for managing ticketing and inventory, getting detailed system info for users. It integrates with other services and has a gamified workflow that boosts productivity. However, ticket search can be slow with large databases, creating inefficiencies. Review collected by and hosted on G2.com.

It does have a steep learning curve, like figuring out how to link the business capabilities to the applications. It wasn't very intuitive as a first time user; I needed to have hands-on training and learning to get it. I think that having more clear cut instructions and a step by step video on YouTube would be great to have! It was a little hard for me to get used to it, but accessing it was easy. Review collected by and hosted on G2.com.

SAP LeanIX keeps my applications centrally located, organizes business processes, and allows easy management of enterprise apps with user-friendly diagrams and dashboards. 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 while managing larger knowledge base content, article formatting and category arrangement can take a little extra manual effort, especially when updating multiple educational topics together. Apart from that, the overall experience has been smooth and useful for regular documentation and wellness content management work. Review collected by and hosted on G2.com.

Helpjuice is helping me solve the problem of keeping health education content, wellness guidance articles, and patient related information properly organized in one place. Earlier, managing different diet instructions, follow up notes, lifestyle guidance, and educational documents separately used to become confusing and time consuming during regular work.

Now it becomes much easier to search, update, and manage educational articles, wellness resources, and knowledge base content whenever needed. It also helps while preparing learning material and guidance notes for students or learners because everything stays properly arranged and easy to access. Overall, it saves time and makes health related documentation and content management much more organized during daily workflow. Review collected by and hosted on G2.com.

Some of its features seem hastily rolled out and like they weren't ready for showtime. For example, there's report for bridging from ARR to CARR that didn't have correct calculation logic (at least for us). Review collected by and hosted on G2.com.

Disconnect between our billing system and GL. Now billing, rev rec, and SaaS reporting (ARR) is all rolled into one. Not feeling like our GL is stuck in the stone ages with Xero. Automatic cash and stripe transaction matching. Review collected by and hosted on G2.com.

As great as all the integration is with Stok.ly, my only minor issue is the lack of integration with TikTok shop, meaning I have to manually place orders, which isn't the most detrimental issue in the world, however, it is a minor inconvenience Review collected by and hosted on G2.com.

I’m very pleased with Stock.ly overall. We moved from a very out-of-date system last year, and as soon as we implemented Stock.ly, it started streamlining the way our business operates. It brought our warehouse and brick-and-mortar shop together and helped squash many of the problems we’d been dealing with before. 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.