I schedule high school music lessons where students can sign up on a weekly basis for what works in their schedule. This system allows students to choose from the availability I have set and work within their own hectic schedules for a time that is best for them. My attendance rate has sky-rocketed for lessons since switching to this system this year. I am paying for the advanced settings and plan to continue for the foreseeable future. Review collected by and hosted on G2.com.
It can be a bit of a learning curve as you are working through your own calendar to 'talk' to youcanbook.me which can seem backward. I watched the videos to learn more and that does take time to devote to truly learning the system. Review collected by and hosted on G2.com.
I highly recommend purchasing the subscription version. It gives far more access to features that are incredibly useful. Review collected by and hosted on G2.com.
My student attendance rate for lessons is currently at approximately 95% for this school year. This system is allowing families the flexibility to accommodate their schedules. I also have it set up for them to tell me what they have been working on so when we go to their lesson we immediately jump into the content. Review collected by and hosted on G2.com.
We use Doodle to gauge peoples' availability on different days and times when trying to schedule a call, meeting, or videoconference for a group of people. It's effective at this task, much moreso than just asking everyone what times they can do. It's also free at the lowest level, which has proven sufficient for most of my needs. I don't know what pricing is like at higher levels, nor what additional functionalities come with increased price points.. Review collected by and hosted on G2.com.
Honestly, there's not much I dislike about it. It's great at what I use it for, which is basic availability polling to arrange meetings, calls, videoconferences, etc. I don't know much about other functionalities, so can't comment regarding those. Review collected by and hosted on G2.com.
It works quite well for what I use it for, which is basic polling of peoples' availability at different dates/times for meetings, calls, etc. It's also free at the lowest level, which is all I need given the small size of my organization. Review collected by and hosted on G2.com.
We use Doodle to gauge peoples' availability at different times when trying to schedule a call, meeting, or videoconference. It's much easier than having people send emails with what times they can/can't make it. Review collected by and hosted on G2.com.
Whenever my employees go out for a business tour, I have no worries about the expense management and thanks to FreshBooks that has eradicated the need of paper work. Now I have all the receipts in well-organized form. Also while working on a certain project, I have the clear idea about the amount of time invested in certain project; in this way I can manage the budget and do some future planning for the new rates. Due to this time tracking tool I am at much ease to invest with quality. Review collected by and hosted on G2.com.
Frshbooks is going well and providing reliable services as it keeps well trained and responsive team. I never have any major problem nor did my team face any major issue. I am hopeful that it will keep on providing the its best services and I will accessing all features in smart ways. Review collected by and hosted on G2.com.
It is very reasonable in price and available in various plans too, thus it gives you freedom of selection according to your budget. I also appreciate its customer support which provides reliable services and resolve all errors in very less time. Review collected by and hosted on G2.com.
I have got rid of making new accounts for the customers, easily I enter the payments and the receipts against those clients. It is equipped with so many amazing features that I remain up to date about the progress of my employees working on a certain project as I track the changes and the project progress. Review collected by and hosted on G2.com.
Everything you ever wanted in a time management app. Industry-savvy time tracking. One-click invoicing. Customizable reports. Seamless QuickBooks integration.
I love how user friendly this program is. We recently switched from WorkBook and I don't ever want to look back because of how difficult it was. BigTime is well organized, I LOVE that I can save things or undo things in a simple click.
I'm still new to using it, but I must say one of my favorite things is probably the connection between BigTime and Quickbooks. I work a lot with Quickbooks, and the fact that things are linked and I can simply click "sync" and information transfers between the two means less duplicate entry work for me, and much less margin for error. I don't mind doing the work in any way, but this has already been incredibly helpful already in alleviating more time for the rest of my tasks.
Also, the fact that they have a live chat for customer service is amazing. And when they're not live, they'll answer you via email very quickly. That is so essential to me because sometimes I can't wait a week for an answer like I have with other programs in the past. Review collected by and hosted on G2.com.
So far I haven't found much I have disliked about the software. I will say that I wish we could customize some of the categories. It will take some time but "Activity" from our previous software means something completely different than "Activity" in BigTime. I think it will just take a little time to get used to it, but eventually we will get the differences down. Review collected by and hosted on G2.com.
Give it a try! You never know if you like something until you give it a chance. I'm sure there are lots of great programs out there, but this one I definitely recommend already, and we haven't even been using it that long! Review collected by and hosted on G2.com.
The biggest problem I think that has been solved for my workday is probably the amount of time I save on being able to sync things between BigTime and Quickbooks. I feel like I used to waste so much time because I was having to manually enter in data to Quickbooks AND to our old program. I have a lot more time to work on my other tasks now that I'm not doing double duty. Review collected by and hosted on G2.com.
- Stampli's invoice approval process has made our AP team's lives a million times easier! We used to spend so much time tracking down invoices, naming and coding them, manually emailing each one out for approval, tracking the invoices until we get an approval back, then manually saving and merging each approval to its matching invoice, before we were ever even able to begin keying the invoices into our system. Stampli has reformed this process completely! We now just forward our invoices to Stampli, then our AP team goes in, codes each invoice (which Stampli does half of this for us), selects the approvers it needs to go to, then sends. Once the invoice has been approved by all approvers, it shows up in our Approved Invoices tab, where we can easily authorize it for payment and then export it out to our financial system.
- Stampli’s duplicate invoice detection has also cut out a ton of extra work we were doing, as previously, we would often receive duplicate invoices, go through the entire approval process, then try to key the invoices into our financial system and find out that they have already been keyed or paid… Stampli now tells us right when we are coding the invoices whether they are a duplicate or not.
- We love that we are able to see all communications between everyone who has touched the invoice, all in one central location with Stampli’s Communications Hub. This makes it much easier to know where an invoice is at in the process, without having a million separate emails going around.
- Our GM’s like that they now have easier access to viewing their store’s invoices, rather than having to keep requesting copies from us.
- Our DM’s also like that they are easily able to run a Pending Approval search to see which of their GM’s still have invoices open, that way they can keep them on track. This is a big plus for our AP team as well, as this has significantly cut the time and effort we have had to put into getting approvals back in a timely manner.
- Stampli’s customer support has been top notch overall. Our customer rep, Eric Juco, has truly been a godsend. He is prompt and quick to reply. He answers every question we ask, and we have asked many, in detail and provides examples. After going through demos with 3 other companies that had decent products, but shotty customer service, Stampli has definitely been a breath of fresh air. Review collected by and hosted on G2.com.
While most of our feedback regarding this product is positive, there are a few negatives to consider:
- Only AP Personnel are able to use the Comment feature to make comments on invoices. The only way Approvers are able to comment on an invoice is for them to click Approve, Reject, Request a Field Update or to use the Ask a Question feature, then type the comment in the field below. This is really not optimal, as most of the time, the approver does not want to do any of those things, they just want to add a comment.
- When invoice copies are downloaded in bulk from Stampli, which we have been doing each week, only the invoices will download, not any of the communications or approvals attached to each invoice.
- We wish we were able to give our department head’s (approvers) permissions to edit GL coding, without giving all approvers these permissions. Currently, there is only the option to either give everyone GL coding permissions or to only give AP Personnel GL coding permissions.
- I have heard numerous comments throughout our company about wanting the invoice view to be a bit bigger, although most agree that the magnifying tools do make up for this.
- Only PDF files can be forwarded to Stampli. All other files types must be converted to PDF before being sent. Review collected by and hosted on G2.com.
- Streamlining our AP Invoice Approval Process.
- Reducing time spent on manual tasks.
- Reducing manual data entry.
- Reducing the amount of time it takes invoices to get approved and paid. Review collected by and hosted on G2.com.
HubSpot Sales Hub gives you a full suite of tools to boost your productivity, shorten deal cycles, and make your sales process more human-friendly — without adding to your wor
The platform is so robust and scaleable and with the ability to highly customize features to go with any company system Review collected by and hosted on G2.com.
Too complicated to use, and very expensive. I feel guilty for not using all of the features and dumb for not know how to use them Review collected by and hosted on G2.com.
If you have someone talented and willing to learn to use HubSpot, it is an absolutely amazing system. For the individual user, however, it is too expensive and too difficult Review collected by and hosted on G2.com.
Integration and automation of various social media, CRM and back office functions Review collected by and hosted on G2.com.
I like that we can have multiple people's calendars on our home screens. I work in a small mental health practice and we're often scheduling for one another so it's imperative that we be able to see each other's calendars. Before COVID, we were also allowing clients to schedule themselves through our website which was great. I also enjoy the business integrations. We've been able to integrate our scheduling with Zoom, GoToMeeting, Active Campaign and QuickBooks--which has allowed us to streamline our business and client processes. Review collected by and hosted on G2.com.
I don't like that when you block off time in Acuity, it doesn't show up on your linked Google calendar as blocked off time. The acuity app is constantly having problems, so it's difficult to use my phone for scheduling. They allow for different colors for different appointment types, but they don't allow you use different colors for different practitioners' appointments. When you're looking at everyone's calendar on one page (especially in week view) it's really confusing and you can't easily distinguish whose appointment is whose. Review collected by and hosted on G2.com.
We can integrate it with other apps which means when clients get scheduled for certain appointment types, they now automatically receive certain emails, zoom links when appropriate, and their payment can go through quickbooks. It works pretty well, minus the kinks listed above, for a small practice. Review collected by and hosted on G2.com.
I can keep track of all my different clients in one platform, have a standard template to send out to them for payment, and keep track of all my payments that come in. I like the dashboard that shows me monthly and yearly how much income I have brought in. Review collected by and hosted on G2.com.
The price. I feel it is a little high for what I get. Would like to see a smaller fee if I don't need all the features. Review collected by and hosted on G2.com.
The platform is easy to use and user friendly. My clients get an email and invoice very easily. Review collected by and hosted on G2.com.
Keeping track of all my clients and what I need to bill out every month. Review collected by and hosted on G2.com.
I've been using Quickbooks for my content marketing business for the past 3 years. It's intuitive, easy to understand, and helps me stay on top of my business income, expenses, and estimated taxes. I really appreciate the fact that it estimates my quarterly tax payments. Saves me a lot of time every quarter. It's very simple to categorize my expenses. And I love the invoicing feature. I can also upload all my information straight to my tax software, which is a huge plus come tax season. Review collected by and hosted on G2.com.
A couple downsides: the estimated tax payments tend to skew too big every quarter. I appreciate the fact that they are not too small, but I wish they were more accurate. Also wish that the software could give me an estimation for state taxes — I have to do this manually myself. I also recently ran into an issue where I was locked out of my QB account for no reason and had to pay for a subscription to get back in. That was a pain. Review collected by and hosted on G2.com.
QuickBooks saves me a lot of wasted time that I previously spent doing manual calculations. It saves me from underpaying on my taxes. And, it helps me to send out my invoices on time every month, since the process is as easy as clicking a couple of buttons Review collected by and hosted on G2.com.
Groove is a sales engagement platform that improves productivity by automating time consuming tasks such as email logging, outbound call logging, activity capture, and meeting
The calendar/availability sync functionality Review collected by and hosted on G2.com.
Sometimes Groove doesn't recognize a client's email. Review collected by and hosted on G2.com.
Connection issues with students (clients) have been further solved. Review collected by and hosted on G2.com.
I am a very small business, it is just me. 10 to 8 made it so I could still have a booking site that is compatible with my website for a price I could actually afford where I feel that most booking platforms are not priced for real small businesses. Their customer service is amazing. When ever I have a problem I email them and they respond promptly with actual answer/solutions Review collected by and hosted on G2.com.
I wish that the reviews they received from clients could be posted as they are filled out not just as a star rating. I know I can simply copy and paste them to my site but I feel like that is a way to work around less than stellar reviews. Other than that no complaints. Review collected by and hosted on G2.com.
There is a learning curve to this program take the time to play on it and learn all of its features. I am still learning new stuff and I am have been using it for about 3 years now. Review collected by and hosted on G2.com.
It allows me to have a real schedule instead of just using google calendar which got difficult to keep track of, also it allows my clients to book me directly right from my website. Review collected by and hosted on G2.com.
Cloud Professional Services Automation software for small-to-medium sized businesses. Includes fully-integrated Project Management, Collaboration, Time Tracking, Expense Manag
The ease with which it integrates quotes, timesheets, expenses and invoicing Review collected by and hosted on G2.com.
I think the quote feature might need some improvement. I want to introduce solar companies to Avaza but I don't think the users will be able to generate accurate quotes using Avaza alone. Some calculation fields to in the quotes section will be helpful. Review collected by and hosted on G2.com.
Organizing my business. Before using Avaza I was disorganized, but Avaza being so intuitive and easy to use is helping me be more organized. I can easily keep track of all my timesheets, invoices and expenses. Review collected by and hosted on G2.com.
The best feature for me in CORE is the ability to export to a CSV report and manipulate the data as I wish.
Another nice and updated feature is the ability to run invoices with various projects included and to be able to combine them all in one area. Being able to see my final number on one sheet is nice. I like that there is a team always available to help and that I am able to request specific persons for assistance. Review collected by and hosted on G2.com.
Since CORE updated the batch invoice to now show all of the data without having to wait for it to "think" (which has caused a lot of errors in the past), is a very good updated feature. Review collected by and hosted on G2.com.
CORE has helped on the time it took to gather data and build our monthly summary invoice. Now, data is entered throughout the month and then gathered into a final bath invoice. Its also nice to be able to tweak data when necessary and to do preliminary checks and reports prior to the final invoice creation. Review collected by and hosted on G2.com.
Hupport has played a very important role in acting as a catalyst in my life. It has given me freedom to manage multiple sources in my business. I am really satisfied with the services.
I am a writer who needs a lot of backend support to monitor my client’s needs and requirements. This has been checked duly by the support system provided by Hupport. It has been acting as a successful guide whenever I needed some mentorship and guidance.
When I planned my business startup idea in early January, I was very clueless as to how this would work online. There are many misconceptions which were going in my mind as a business entrepreneur. There is a need to identify the areas where a business needs support.
This Platform caters to needs and requirements which has been faced with small entrepreneur’s like me. Review collected by and hosted on G2.com.
This year has been successfully very profitable due to the support of SMS, Calls, Virtual Meets etc. I have acquired a turnover of addressing 150+ clients by their constant support and guidance. There are many problems that I faced during my journey when I was doing my business alone. I have been in a lot of trouble because of various problems that I faced. They were client negotiations, market value upgrading, service quality etc. I have been in a mess when I found this platform. There are many things which as a business owner we need to understand. The best part is rapid digitalization and new richness in ideas and thoughts have made activities so much advance. I would really appreciate the opportunity and constant support that they have provided me throughout my Journey. Review collected by and hosted on G2.com.
This is the best service possible which I could have got in 2020 that made me survive through my best times. I would like to recommend it to all freelancers Review collected by and hosted on G2.com.
I was not able to do client retention as it is the most difficult task for me. The clients that came never took my services next time. The benefits I realised were that the product was easy to use and helped in giving me tips and tricks to achieve my target.When we have the support to monitor our outcome we can grow at a fast pace as working alone so we need to understand the importance of learning. Review collected by and hosted on G2.com.
SaaSOptics delivers a subscription management platform that provides subscription billing, revenue recognition and robust subscription analytics.
The flexibility of the system is amazing - they have thought about what a SaaS company needs. Some of our metrics are non-standard and SaaSOptics is able to accommodate them out of the box. Also, their pre-implementation training tools are a great primer into the system and their implementation and support people are excellent. Review collected by and hosted on G2.com.
The user experience could use some work - screen layouts and navigation make the system more challenging to use than it needs to be. Review collected by and hosted on G2.com.
SaaSOptics is a system that takes some time and patience to implement, it isn't a click-and-go application. Make sure you treat it like a project, dedicate appropriate resources to the training, do your homework, and keep at it - it's worth the work. Review collected by and hosted on G2.com.
We are using SaaSOptics for revenue recognition (ASC 606) / deferred revenue, billing, and dunning. We used to have a home-grown system that I was about 75% confident in the information (rev rec and total ARR) that I was getting and the billing process took a bit of manual manipulation. With SaaSOptics, I now have 95%+ confidence with the information coming out (only because I'm still learning the reporting capabilities) and we've just finished our first month close with the system. Review collected by and hosted on G2.com.
I'm able to track my time easily for multiple projects and customers. Just a click of a button on my phone or laptop starts and stops the timer. The great thing about Zoho Invoice is it can be used on your laptop and/or phone. On mobile, you can add customers, log time, create invoices, and record expenses, among other features.
The reporting is great, as well. You'll get a quick look at who owes you money, and for which projects. I'm an individual consultant. The invoices, reporting, and portals I'm able to provide portray a professional, polished image, which meshes well with the quality of service I provide. Review collected by and hosted on G2.com.
The tools to transfer paid funds to my bank account took a little while to figure out, and choose the ones which worked best for me, but once I got it all set up, it worked seamlessly. Really, that's the only negative I've had, so far. In the past, I had produced an Invoice on my own, and tracked time separately, so I wasn't set up for credit cards. It's great I can now give that option for payment. Review collected by and hosted on G2.com.
If you're looking for a scalable solution, with flexibility to conform to the way you're doing business, I'd say give Zoho Invoice a look. I'm an individual consultant, and it works great for me. I'm able to brand my invoices, send reports, and give customers access to a client portal, so they can see what has been invoiced, when it's due, as well as see the time I'm logging.
In addition, you can give your customers multiple ways to pay, depending on what you set up. You can use credit card, PayPal, ACH. There are admin options I'm not using, as an individual consultant, but you can give users access to log time, etc., while giving admin access only to principals. Review collected by and hosted on G2.com.
I really needed a good tool to track my time and invoice customers. I need to be able to produce time cards for backup, when needed, and to invoice customers. After invoicing, I need to track when funds should be arriving, and be able to send reminders to pay.
I've used Quickbooks and other tools in the past, but they were either to large and had too high an entry point, or they didn't do all the things I needed. Zoho Invoice has saved me a few times. For example, I had one customer who was disputing the time put into a project, and the work completed. I was able to produce reports which showed exactly when I worked on a project, for how long, and tie that to the end product. Once the customer saw the complete package I produced, they were satisfied with my record keeping, and paid my invoice. Review collected by and hosted on G2.com.
I absolutely love our switch from Quickbooks to Wave! Its a waaaay easier user friendly platform, much more aesthetically pleasing to the eye, and the best part: ITS FREE! I shaved off a major annual expense by making the switch to Wave. Review collected by and hosted on G2.com.
Wave truly is a fantastic platform, however the reports could be a little easier to navigate. Sometimes I am looking to run a report for ONE aspect of my business, whether that be an item or expense account, and finding a singular category can be a bit round about. They exist but they aren't easy to find. The account consolidation feature could also use a few improvements.....I admit I am not great at consolidation but many times I just want to erase and start from square one....at I can't just reset everything. Review collected by and hosted on G2.com.
If you are a brand new business owner, don't be afraid to track your own expenses and do your accounting because Wave makes it not only possible, but simple! Plus they have easy mobile apps to help with your needs on the go. Quickbooks is not the only answer and is probably more complex than what you actually need for your business. And if you feel as if you're in over your head, Youtube tutorials are your friend! Or you could hire one of their accountants available through the website. Review collected by and hosted on G2.com.
Wave helps me solve the biggest business problem of all: tracking our finances! My business is very small and they need for an accountant isn't really necessary, which means the responsibility falls on my shoulders. As someone who is the farthest thing from an accountant, Wave has made tracking our finances a piece of cake. Accounting is still NOT my favorite thing to do BUT at least I don't dread it anymore, like I used to with Quickbooks. Its just simple and I love that. Review collected by and hosted on G2.com.
Revenue Grid is all-in-one for Outlook/Gmail to Salesforce integration that actually works. Highly configurable Sync Engine puts logging sales data in full auto mode, while In
Revenue Grid has great integration with Salesforce. I work for a medium sized organization and can save emails straight to Salesforce. You can easily search a contact to see if anyone else at the org has been in communication with them. I love the book a meeting feature as well. Review collected by and hosted on G2.com.
It takes a bit of time to load, but not a huge deal Review collected by and hosted on G2.com.
Really great tool to seamlessly integrate with external programs. Review collected by and hosted on G2.com.
You can set up a meeting with an external contact by cc'ing people from your org. You can easily create a new contact in Salesforce by saving directly in your Outlook. Review collected by and hosted on G2.com.