Business Management Software

I do not like how rigid most Desk tools are. We tried to get their Slack integration to send us notifications when ticket SLA times were expiring, but they weren't able to do that. I found where someone had asked for it on a forum seven years ago, with a response from Zoho saying they would look into it - still nothing. I really despise their search feature. Both tickets and knowledge base searches are terrible. We used the Advanced Search feature for a while, but they removed that tool. Finding the correct setting for a specific change is also an issue. It takes me so long to find the toggle or dropdown, that I often forget what I was looking for. Review collected by and hosted on G2.com.

Zoho Desk is solving our need for a ticketing system and knowledge base. That allows us to keep institutional knowledge in one place. 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.

Acumatica 2025 R2 is a solid step forward, and most of the improvements have made everyday work smoother. If I had one suggestion, it would be to continue building on the Modern UI by offering even more personalized and role-based workspaces so users can focus only on the information they need. That would make onboarding new users even easier.

I'd also love to see more ready-to-use dashboards, reports, and automation templates for common business scenarios. Acumatica already offers excellent flexibility, and expanding these out-of-the-box features would help organizations realize value even faster without additional configuration.

Overall, the direction Acumatica is taking is very encouraging. The platform keeps getting better with every release, and I'm excited to see how future versions continue to improve the user experience. Review collected by and hosted on G2.com.

Acumatica has really helped us streamline multiple processes that used to be scattered across different tools. For example, tracking project costs, managing production orders, and handling inventory used to take a lot of manual effort and cross-checking. With Acumatica, most of this happens in one place, so I spend less time reconciling data and more time on actual decision-making. It also gives real-time visibility into our operations, which helps me catch issues early and keeps the team more coordinated. Overall, it’s saving time, reducing errors, and making daily work much smoother. 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 don’t have any major complaints, but there are a few small areas that could be improved. At times, it isn’t immediately clear who is currently handling a ticket or when I should expect the next update, especially if the request has been sitting for a while. In those situations, I usually end up waiting until someone from the IT team responds.

I’ve also noticed that when a ticket has several comments, it can take a bit of scrolling to find a specific update. It would be helpful if important status changes or the most recent updates were easier to spot at a glance.

Aside from that, the overall experience has been smooth. Submitting requests is straightforward, tracking progress is easy, and having everything in one place is a big improvement over managing requests through emails or chat messages. Review collected by and hosted on G2.com.

It’s made managing internal IT requests much easier, without having to rely on emails or chat messages. Whenever I have an issue with my laptop, need access to software, or want to request new hardware, I can raise a ticket and feel confident it’s been logged properly, rather than wondering whether someone has seen my message.

The biggest benefit for me is being able to track a request from start to finish. I can see when it’s assigned, whether the IT team needs more information, and when it’s resolved, all in one place. That visibility saves me from repeatedly following up just to get an update.

I also like having a clear history of my previous requests. If I need to refer back to an older issue or check when something was approved or completed, it’s easy to find. Overall, it’s made communication with the IT team more organized, reduced back-and-forth, and helped issues and requests get resolved in a more structured way. 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.

I think sometimes, NetSuite can be very slow. Also, customer service can be a bit frustrating because when you reach them, they ask you too many questions to get to the bottom of a problem. I expected them to have better knowledge since it feels like they're asking questions as if you're using NetSuite for the first time. So, having better customer support would be helpful. Review collected by and hosted on G2.com.

I use NetSuite as our ERP system to efficiently manage financial data, supply chain, and fixed assets. It simplifies month-end reconciliation, supports global scalability, and is easily customizable. Quick save searches and multitasking enhance its efficiency. Review collected by and hosted on G2.com.

While I like and appreciate the Budget repository, I wish the system were more intuitive when allocating an amount across 12 months in a way that reflects the total more accurately. Right now, that doesn’t happen because of rounding issues. Review collected by and hosted on G2.com.

Sage Intacct has been an immense benefit to our organization. Before we had the software, we relied on an outside accounting firm and were essentially at their mercy for data entry and financial reporting. Since implementing Sage Intacct, we’ve gone from a 4–6 week timeframe for receiving financials to closing our books and having financials within two weeks. The time savings and access to more immediate information have been our greatest benefits, especially when it comes to financial planning. Review collected by and hosted on G2.com.

While Workvivo excels at centralizing communication, the notification system can feel overwhelming at times — especially during high-activity periods when multiple teams post simultaneously. It can be difficult to filter out what's directly relevant to my role versus general organizational updates, which occasionally leads to notification fatigue. A more granular notification customization option would go a long way. Additionally, the search functionality could be more robust; finding a specific post or announcement from a few weeks back sometimes requires more scrolling than I'd like, particularly on mobile. Review collected by and hosted on G2.com.

Before Workvivo, our team relied on a patchwork of emails, chat groups, and internal wikis to stay informed about organizational updates, process changes, and team achievements. As a Selling Partner Support associate handling vendor interactions across multiple channels, missing a single SOP update could mean providing outdated guidance to a vendor — impacting both case quality and customer trust. Communication felt siloed, and there was no single source of truth for what was happening across the broader organization.

After implementing Workvivo, we now have a centralized platform where all critical updates land in one feed. We struggled with fragmented communication and delayed awareness of policy changes, but now we can access real-time announcements, engage with leadership posts, and celebrate peer achievements in one place, which has resulted in faster alignment across shifts and fewer quality errors caused by outdated information. I estimate saving 15–20 minutes per shift that I previously spent hunting for updates across platforms — time I now redirect toward resolving vendor cases. The sense of community has also improved noticeably; recognizing colleagues publicly has boosted morale in a way that private messages never could. 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 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.

Sometimes the information Fin shares is incorrect, and the customer comes back upset. In these situations, I would prefer Fin to just reroute immediately instead of playing a guessing game. He could pick up clues left by the customers and simply reroute immediately to the right associate. He can focus on select topics and for the rest, he can simply say a human will help. Review collected by and hosted on G2.com.

I find Fin manages all aspects of customer interactions efficiently, relieving the team of routine tasks so we can focus on more complex inquiries. It provides quick answers that satisfy customers and reduces the workload significantly. 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.

While Freshdesk is a capable customer support platform, there are a few areas where it could improve. Some advanced features—such as stronger automation, deeper analytics, and broader customization—are limited to higher-tier plans, which can drive up costs for growing teams.

For first-time users, the platform can also feel a bit overwhelming due to the sheer number of settings and configuration options. On top of that, certain reports and workflow customizations require additional setup before they fully align with specific business needs.

At times, the web interface may feel slightly slow when dealing with large ticket volumes or when loading more detailed reports. Expanding the AI capabilities and making more advanced features available in lower-tier plans would further improve the overall experience.

Even with these drawbacks, Freshdesk remains a reliable, user-friendly help desk solution that supports day-to-day customer service operations effectively. Review collected by and hosted on G2.com.

Freshdesk addresses the challenge of managing customer support requests by bringing all customer interactions into one centralized platform. Rather than juggling emails, chats, and other support requests in separate places, everything is captured and organized as tickets, which makes it simpler to prioritize work, assign ownership, and track issues from start to finish.

For me, this translates into better productivity and more confidence that no customer request will slip through the cracks. Automation tools like ticket routing, SLA management, and canned responses cut down on repetitive manual tasks and help the team resolve issues faster. The reporting and analytics are also useful, offering clear visibility into response times, agent performance, and customer satisfaction so we can spot trends and keep improving.

Freshdesk’s integrations with other business tools help streamline day-to-day workflows, and the intuitive interface makes collaboration straightforward while also easing onboarding for new users. Overall, it supports faster, more organized, and higher-quality customer support. 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.

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.

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.

One thing I don't like about SAP S/4HANA Cloud is that it can take some time to learn, especially if you're new to the SAP ecosystem. Some tasks require multiple steps, and certain customizations aren't as straightforward as I'd like. While it's a powerful platform, the interface and navigation could be more intuitive in a few areas. Review collected by and hosted on G2.com.

SAP S/4HANA Cloud helps bring our core business processes into one system, which reduces the need to work across multiple tools or spreadsheets. Having real-time data makes it easier to track operations, make informed decisions, and identify issues sooner. For me, it saves time, reduces manual effort, and makes day-to-day work more efficient. Review collected by and hosted on G2.com.