Chase Software Reviews

Chase review

Comments: Great experience

Pros:

Ease of use and training availabity. Also the quick response times from the help desk.

Cons:

Chase conversion to Excel not 100% user friendly

Fountainhead Design

Comments: We have been using Chase for a few years now, the support is superb, the Chase team is hands on and always willing to look at alternative solutions. The overall package works well for timesheet keeping, job profitability and building a history of clients and jobs.We moved to a different system but that never worked for our business and moved back to Chase. I would recommend Chase to anyone.

Pros:

Very user friendly. The system works in all spheres of the business and allows you to have a overall view of all jobs in the system. The finance features are great when pulling financial reports it integrates effortlessly with our accounting package.

Cons:

Currently there are features that we chose not to use on the system but the ones we do use we don't have any issues with.

Review for Chase Software

Pros:

The service and support received is fantastic. Consistently friendly and helpful. I am in finance so don't use the software to its full capacity and only need to use it around once a week. I have specific needs for reporting which the support team was extremely helpful in setting up for me.

Cons:

Due to the fact that I don't use the software often enough, I do tend to get a little lost with the steps needed and navigating around but its nothing serious and something I would pick up more easily if I needed to. I need to use multiple platforms so find I do need to duplicate work on occasions.

A feature filled tool for total control over your advertising agency with great support

Comments: - Chase endured we made what we expected to
- In the few instances we had variances they were more often favourable than not i.e. where we spent less than we expected
- Chase allows us to analyze our data. We know how much we make or lose from different clients, services, types of clients
- The thousands of job data in our control makes for a good basis for decision making

Pros:

- Job budgeting and variance analysis: We always know what we expected to make and what varied from the expectation - I loved using the cost estimate because it integrated billing to clients and receiving supplier invoices. We rarely incurred unexpected costs as the cost estimate provides oversight of the budget. - Profitability modelling(on a job by job basis) - It had multiple features giving the user options in modelling its usage for their agency

Cons:

- Integration took a while. It wasn't easy to learn in my opinion. In all fairness it could have been my lack of experience at the point that made the implementation harder. But once it was implemented our operations were really structured and data oriented. Over 9 years we have used to it manage thousands of jobs.

Brilliant software

Comments: I was tasked to customise Chase to be SOX complaint, which initially seemed like a daunting task . However the Chase team were great at ensuring my questions were answered fully, while giving throughout advice and insights on Chase functionality. The process landed up being seamless. We had training sessions & manuals made up for us. Chase is a world class platform, the functionalities are top notch and makes reporting super easy.

Pros:

Easy to use, efficient, a few clicks gets the job done in literally seconds. Also the flow from one document to the next is so quick as it's all linked. Brilliant layout and flow.

Cons:

Nothing I really enjoy using this platform.

Finance Perspective

Comments: So far the system is working best for finance, as we get to see when jobs are finished and get to prompt the production people that jobs need to be closed.

Pros:

Segregation of Duties. The people who are responsible for the Jobs they create get to track the job's progress. Then finance gets to approve billing instructions, issue client tax invoices, approve suppliers and make supplier payments.

Cons:

The production people who are suppose to get the feel and the know about the software, but always ask the finance people how the system works. Yet Finance are the last people in the chain of events.

Chase Software Experience

Comments: I find the system easy to understand and use.

Pros:

User friendly Easy to navigate to find old jobs etc Quick search to check the billing process etc

Cons:

I do have issues with Chase support, they fix 1 problem and another arises.

Chase Software Review

Comments: Benefit: ability to translate and track billable hours

Pros:

The best feature of Chase is the amazing support team - there are similar products in the market, at similar pricing but what sets Chase apart is the wonderful service we get for the support teams. Fast, efficient and very helpful.

Cons:

Nothing to report on the negative - have only had positive reports from staff and personally find the system useful and effective

Chase Software

Comments: Overall experience has been impressive and the Account Executives and Support teams have been readily available to assist with refresher training and resolving technical issues.

Pros:

This software has been crucial in the reporting and campaign management of our in-house creative agency process. The platform is user friendly and reports clearly outline the time allocations for each task.

Cons:

The on-boarding process for new license users can be disjointed given our internal IT criteria.

SimonSAYS Review

Pros:

Cataloging of all jobs. Easy to find previous Costings, Job Numbers etc.

Cons:

Not much. Like the product. Find it very easy to use.

Chase Software Unpacked

Comments: Overall we have seen an increase in effeciency, with proper training and process flows we have seen how it can show us problems and help us solve them before they become bigger issues. As with all software the data you put in is what you get out, so ensuring that your staff put the data in is key.

Pros:

The features I like the most about Chase Software are the ease of use once you know and understand how the system works. The data that it gathers is really great and when you use Chase with Insight it offers some powerful analytics to help make business decisions.

Cons:

The Con for me with this software is the set-up. You need to set it up really well in the beginning to get the data you need and if you are a company still figuring your business model or process flows out this can trip you up.

Easy to use, fully customizable

Comments: The Chase team have a can-do attitude. They have worked with me continuously to adapt their systems to the many changes that have arisen in our business, both on the process and reporting side. Turnaround on queries is fast and support is always available at crucial times.

Pros:

Chase makes it easy to track and control every aspect of a job: from the quoting stage, to billing, tracking suppliers' orders and payments, internal and external communication about the job and capturing of time. Everything is done in one place! Menus are easy to follow, documents are simple to look up, progress can be followed by a series of tasks and charts. Access and integration to other systems is fully customizable. This system can be configured for both small and large businesses with the desired level of control in place every step of the way.

Cons:

Currently there is a separate module for the BI portion of the product. Most general reports can be obtained directly from the main modules, but in-depth custom reports are obtained through a different module. Looking forward to when everything is available on one platform.

Great features, easy to use and customise with fantastic support

Comments: Excellent service and support - Chase was very willing to customise the software to meet our requirements and make our life easier

Pros:

Wow there are so many features I love - 1. The planner - giving you an overview of everyone's work 2. The timer - which allows the resource to start a clock when they begin a job and then stop it so they capture accurate time 3. The ability to link Jira - so you can do everything once

Cons:

When a resource captures the incorrect time or on the incorrect job - it is sometimes a mission to fix the time as you have to zero the time on the timesheet of the resource - you cant do it as an administrator

Chase Rules, others drools

Comments: The staff are friendly, they know what they are doing.
A very professional and pleasant experience!

Pros:

It's easy to use, the reporting is brilliant. Time capturing for staff is easy. Love the tracking of all docs, amendments, instructions etc - it helps give a fabulous post mortem on jobs. Search is easy

Cons:

Some staff have had issues with locked timesheets.

Chase review -Integer hotspot 2022

Comments: Overall EXCELLENT experience and cannot imagine functioning effectively without chase . Seamless opening of job bags and attach any external documents which is imperative especially know in these covid times with a lot of members working remotely .tasking and allocating work with ease and the ability to see immediate capacity with the resource planner function . Raising CE and ease of generating PO's ,invoices etc and especially having financial information instantaneously

Pros:

Very simple an easy to use . Many feature which streamline all internal processes .. Customised for each Agency and its unique needs .

Cons:

no real negatives i have experienced and need improvement on . have had some minor tech issues with Office 365 etc but these are quickly resolved

Chase Software Review

Comments: Very Good. I have used it across multiple agencies that I have worked at.

Pros:

I personally find it to be very user friendly. I also like that is has the ability to make the product bespoke hence allowing us to meet each clients specific needs. I also find the support and turnaround exceptional. We have manged to customize our reports to meet clients needs.

Cons:

The only con I can think of the moment is that it does not allow me to add each clients discount structure individually but we are working on that.

TAKE TIME TO LEARN THIS SOFTWARE TO ITS FULL POTENTIAL

Comments: We have been using Chase for over 10 years and only just started using it for billing Client and capturing suppliers as well as integrated it with our PAstel Accounting .
Cant believe we didn't do this sooner, it has saved us time and printing a forest.

Pros:

Chase software can be used to administer all jobs from beginning to end eg. From Cost Estimate to Billing Client and then financial reporting. So many functions. A great feature is that it can be integrated with accounting packages. Support is super efficient.

Cons:

Although it is user friendly it could be a little more colourful.

Overview

Comments: Would never consider changing. We do ALL our finances and CE's for al our businesses on CHASE. Get really great support and willingness to embrace recommendations from Genevieve.

Pros:

The service and support is fantastic. Being able to switch between my various businesses on the same page is great. Copy and paste functionality is a great time saver.

Cons:

The dashboard leaves much to be desired and needs updating to a more user friendly interface. The settings menu is also confusing and difficult to use to access the many great features that you offer.

Chase

Comments: Amazing! I absolutely am a HUGE Chase fanatic and the support team are absolutely amazing.

Pros:

Planner - it is the easiest and most effective project management tool on Chase.

Cons:

If Chase and Teams could fully integrate, that would be life changing for project managers.

Eunice @ TQ Review

Comments: In the 9yrs I've worked with Chase. I'm a happy costumer and recommend it to most businesses. I absolutely adore it and I'm a Chase Campion today thanks to support and our lovely Chase Account Manager[SENSITIVE CONTENT].

Pros:

Reporting is amazing, Timesheet management, CE's, Chase Notes.

Cons:

OMG! the Traffic White. Is there no way that Chase can simplify this looking at other softwares like Monday.co, Trello, Asana etc. Have basic similarities or something.

Chase software review

Comments: Chase is a good all-in-one solution.

Pros:

The software is user friendly and pretty simple. Once one has a basic understanding - one is able to navigate the basics with ease.

Cons:

The reporting is glitchy and takes quite a bit of playing around to get what one requires. Once a work type or task is added, it remains forever, even if it has been made obsolete. A system clean up would be great, if it were able to be done. The "upgrades" that were promised are still "pending" as regards to a presentation last year

Review

Pros:

Time tracking and relationship through to invoicing, Consistency of application

Cons:

Features are all there - finding them can sometimes be a challenge

CHASE

Comments: Benefits is annual reports per client who have different year end cycles

Pros:

The user interface is exceptionally easy to navigate and reporting is a pleasure. Integration with existing business processes is a walk in the park.

Cons:

would like multiply general ledger account options when exporting

Review of Chase Software

Pros:

Being able to task against a CE and keep track of hours through an automated robot system. Being able to create templates out of repeat documents so that you don't have to constantly recreate the same document.

Cons:

Better reporting documentation like full job profitability.

Great agency tool and superb customer service

Comments: We are very satisfied with Chase and the exceptional customer support goes a long way

Pros:

Our entire team uses Chase on a daily basis and would be lost without it. It helps us manage the traffic in our studio and we have recently starting using Chase Insights which is assisting us in improving our profitability as an agency.

Cons:

The integration with our accounting software was a bit challenging at the beginning