Business Management Software

It can be difficult to get in touch with anyone directly at Acumatica. If your partner isn’t able to help, it often becomes a slow and frustrating process to get issues resolved through Acumatica support. Review collected by and hosted on G2.com.

They are actively working to evolve the product by adding new user interfaces that are much easier to navigate than before, introducing new AI tools that seem promising, and listening to customer feedback to continually refine the product and make it better. Review collected by and hosted on G2.com.

Zoho Desk has a steep learning curve with confusing menus for new staff. It poorly integrates non-Zoho tools, relying on laggy third-party connectors. Core useful features are locked behind costly high-tier plans. Its mobile app lacks key functions, and email ticket sync often glitches, splitting message threads randomly. Official support replies slowly with generic template solutions. Review collected by and hosted on G2.com.

Zoho Desk solves scattered cross-channel customer messages and messy manual ticket handling. It unifies emails, chat and social queries in one workspace, uses automation to auto-assign tickets and track SLA deadlines. Built-in reports cut manual performance tracking, while its knowledge base lowers repetitive tickets. It boosts agent efficiency, speeds up customer replies and lets us monitor service quality clearly. 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.

While the system is generally stable, we occasionally experience sluggish performance and slow loading times when running large, multi-year financial reports. Also, from a pricing perspective, the recent subscription cost increases make it feel like a stretch for very small businesses looking for a strong ROI, especially when certain basic features are locked behind higher tiers. Review collected by and hosted on G2.com.

Xero has completely solved our disconnected workflow by serving as a single source of truth for our finances. By linking our Chargebee billing and Stripe payment gateways directly through its robust integrations, we have completely eliminated manual reconciliation and double-handling. The clean UI/UX allows our team to monitor outstanding invoices at a glance, which has dramatically accelerated our cash flow and yielded a fantastic ROI in terms of weekly admin hours saved. Review collected by and hosted on G2.com.

I dislike that everything is an add-on. You have to purchase everything individually and it can get quite pricy. There are items like real-time reporting that should be included from the get-go but you have to pay to add it one. It feels like they just want to sell you another product rather than putting together plans that make sense for businesses. Some of the rules around SLAs and automation/triggers can be difficult to work with and many require doing odd things to make them work. Review collected by and hosted on G2.com.

For the cost this is a great option for those looking for something that is had a to of options. Review collected by and hosted on G2.com.

We are solving having numerous business lines and departments working in one system. We are figuring out how to build forms that give us actionable data and help to identify issues that we can take to our internal departments to work to decrease customers' need to contact Support for help. We are also solving the problem of separating our customer's individual help centers so we can share information across items that apply to everyone and those that are customer specific. Review collected by and hosted on G2.com.

SharePoint could improve the overall user experience by making advanced administration and site customization more intuitive. The platform can still be complex for new users, especially when managing permissions, navigation, and content structure. Better performance for large document libraries, simpler migration tools, more flexible page customization, and clearer guidance for governance and best practices would make the platform even easier to adopt and manage. Review collected by and hosted on G2.com.

Microsoft SharePoint has solved many business management challenges by centralizing documents and offering the ease of team collaboration, ensuring file control and organization. Review collected by and hosted on G2.com.

While NetSuite is a powerful and flexible platform, there are some limitations that can impact day-to-day usability.

One of the main challenges is with Saved Searches, particularly around complex criteria and advanced filtering. As requirements become more sophisticated, it can be difficult to build or maintain searches without workarounds, and performance can sometimes be impacted.

From a supply chain perspective, there are also limitations in inventory management and demand forecasting capabilities. Forecasting often requires additional customization or external tools to achieve higher accuracy and deeper predictive insights.

Overall, while NetSuite provides a strong foundation, some areas require enhancement or supplementary solutions to fully support advanced analytics and planning needs. Review collected by and hosted on G2.com.

What problems is it solving?

Before NetSuite, our data was trapped in different systems that didn’t talk to each other. We were wasting hours manually moving information between spreadsheets, which led to human errors and outdated numbers.

How is it benefiting you?

It puts everything—finance, sales, and operations—into one place. For me, the biggest benefit is having a single, reliable source of truth. I can see real-time performance dashboards without waiting days for manual reports, which means we can make faster, smarter business decisions. Review collected by and hosted on G2.com.

The recurring entries aspect of Sage Intacct is a bit frustrating for me. It's not possible to post these entries on a daily basis, which limits flexibility. I would prefer if there was an option to have fixed recurring entries. Also, accessing KvaS recurring templates is not possible, which is limiting. Review collected by and hosted on G2.com.

I use Sage Intacct for consolidation models, day-to-day appointments, and creating invoices. It handles contacts, funds payable, cash applications, and bank reconciliations. It's user-friendly, easy to navigate, and helps customize reports for balance sheet viewing by various dimensions. Review collected by and hosted on G2.com.

A couple of the downsides are that they no longer work with Melio because they have their own payment processing. I have three vendors that each month cannot be paid via QB online and I have to login to Melio separetley and process the payments. Review collected by and hosted on G2.com.

The one thing that QB online does is they have a really good payroll processing platform. All of the taxes are handled and I recently discovered that we can also use the same program for employee time tracking. At the time it seems to be included in the payroll pricing, but I am sure they will charge extra for it in the future. Review collected by and hosted on G2.com.

While Workvivo has many strengths, it may not be suitable for every organization due to cost, integration issues, adoption challenges, feature complexity, data security concerns, and cultural alignment. Organizations should carefully assess their specific needs and circumstances before deciding to implement Workvivo. Review collected by and hosted on G2.com.

Enhancing Communication and Feedback

Effective communication is at the heart of Workvivo. The platform's comprehensive communication tools include live streaming, video messages, and detailed analytics. Managers can conduct live Q&A sessions, share video updates, and track engagement metrics to understand how well messages are resonating with employees.

Moreover, the feedback mechanisms within Workvivo are robust. Employees can participate in surveys and polls, providing management with actionable insights into their experiences and concerns. This two-way communication ensures that employees feel heard and valued, contributing to higher job satisfaction and retention rates. 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.

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.

I don't like the change in plan features. When we signed up two years ago, we were given lots of new features and as they came out, new features were available to us and recently that has changed and it seems like what initially started as one price very quickly turned into every month there's extra fees involved.

As far as the fin chatbot, I don't like how much it hallucinates and gives people incorrect answers. Review collected by and hosted on G2.com.

Finn is allowing us to offer 24 seven support to our customers. It has given us the ability to have a much better knowledge Bass and easy to understand statistics and reports when compared to Zen desk. I enjoy how AI forward the company is but I also worry that sometimes these AI ideas and features are a little half baked. Review collected by and hosted on G2.com.

While Freshdesk is a powerful and user-friendly interface that makes support work efficient, there are also some disadvantages. Some of its advanced features require a subscription, which can make it difficult to use for small and medium-sized organisations. Review collected by and hosted on G2.com.

Freshdesk helps solve the challenge of managing customer inquiries from multiple channels in one place. It centralizes emails, chats, calls, and social media messages into a single ticketing system, making it easier to track, prioritize, and resolve customer issues. This benefits me by improving response times, increasing productivity, and ensuring that no customer request is missed. Review collected by and hosted on G2.com.

The initial setup takes some care. Getting sales channels and customer/delivery records configured the right way isn't always obvious at first, and a few things are easier to do directly in the UI than via import. It's worth investing the time to get it right early, as once it's set up correctly it runs reliably. Review collected by and hosted on G2.com.

It replaced a setup of spreadsheets and a couple of disconnected systems that couldn't scale with us. We now have accurate multi-location stock, faster order processing for our wholesale and trade accounts, and far less manual admin across dispatch and purchasing. We evaluated platforms like Brightpearl and Orderwise and chose Stok.ly for the flexibility and the integrated approach. It has given us proper inventory control and automation as we've grown. 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.

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.

It is not necessarily a dislike but such a comprehensive program is hard to learn. There will be a steep learning curve for novices I've used it for close than a year and am still learning new things daily. Also, the servers are centralized, so sometimes you use access to the system and can't do anything about it. But the SAP team usually resolves those issues quickly. Review collected by and hosted on G2.com.

SAP is basically solving everything. It helps us keep track of how much stock we have in any of our plethora of locations. And I mean multiple times of stock. It helps us create accruals for the payable and receivable invoices and also keep track all the relevant payment specs. Review collected by and hosted on G2.com.