Chase Software Reviews

Chase software overview

Comments: The experience is good. It's efficient and easy to use and whenever I get an error exporting etc, the team helps speedily.

Pros:

The tracking of job numbers for me is the easiest way to track even the oldest job numbers that one needs to search for. The collaboration with Sage helps our accounting firm to do their jobs more easily too.

Cons:

I unfortunately dont make use of evey aspect of chase because currently in my capacity we dont need it. maybe one day I will become more familiar with more aspects of chase.

An entry level finance admin review

Pros:

The planning, being able to manage job costs and being able to pull out clear and concise financial reports which are easy to understand.

Cons:

What I liked least about this software is that there isn't an app on Google Play or the Apple Store 😅

Design Surgery

Comments: Timesheet, job bags cost estimates, Purchase orders and invoices

Pros:

The job bag tracking system, timesheet the status report is also good and user friendly

Cons:

The financial and HR reports needs to be unpraded

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 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

Support in CHase

Comments: We have an amazing New Account Manager [sensitive content hidden], he has totally transformed my experience with Chase. This has opened up so much learning and improvements its totally mind blowing. Every session we have to review or be trained i learn not only what we are supposed to discuss. But he shows me other features and gets really involved in finding solutions. So pleased he is our AM and it has totally transformed my working life.

Pros:

Once you understand the logic of the database, the choice is endless of the reports and navigation within the system via Insights

Cons:

Its taken a long time to learn all the features. The system is so big that you cannot comprehend all that it includes and constant training is a must.

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.

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 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.

Moonsport Loves Chase

Pros:

Chase is super easy to use and user-friendly. The support time is attentive and fast. Chase makes my life managing resources and projects very easy!

Cons:

Expense tracking and claiming can use a bit of UI updating,

OLC Review

Comments: Its been good.

Pros:

That you are able to build more bespoke reports for our requirements. I would like to see more job related reports in the near future.

Cons:

That it hangs when pulling various reports.

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

Outstanding time and billing management software for single or multiple users

Comments: The reports function is exceptionally helpful - especially viewing time spent on jobs by client within a specified timeframe.

Pros:

The software is very easy to use and understand, with practical and useful feature, with very helpful support staff.

Cons:

I don't use the software to its maximum efficiency, thus unsure of what is lacking.

Simple & Easy to Use Software - Must try!

Pros:

The software was simple and very easy to use. We messed around with it for a bit, but caught on quickly on the features and how to utilize it best.

Cons:

There wasn't much about the software we didn't like, but the interface could've been a bit more simple.

Experience with Chasesoftware

Comments: Chase is a very good system if you know how to use it. One can pull different reports and track all figures on the system.

Pros:

The system is accessible anywhere and everywhere. Chase support staff are so helpful and always available to help with any problem. Problems are solved instantly.

Cons:

There is nothing. Chase system is great.

user friendly

Comments: nothing that needs to be resolve, user friendly

Pros:

very easy to work with, love chase and don't have any issues

Cons:

nothing that i don't like about this system, for me it does the job

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.

For ease of mind

Comments: While working from home during the pandemic, staff members could access the files and all know what is happening on each and every job.

Pros:

This software is like a one-stop-shop. It runs the project from start to finish. It is easy to use. It integrates well with other programs, like Pastel and Dropbox.

Cons:

At this stage does not generate statements.

Billing and Job management

Comments: My experience has been very excellent, support team have the most effective way of assisting with issues.

Pros:

Job tracking system, costings and billings is good and user friendly. Integrating to Sage was also very easy and manageable.

Cons:

Had a bad experience with invoice template but support team managed to sort the problem as quickly as they could.

Chase review

Comments: It's integral to our business processes

Pros:

It can be trusted and the service from our Chase advisor is always exceptional in every way, and has been for a very long time.

Cons:

It can be complicated to use and hard to onboard new users and get them comfortable with the programme. Not as intuitive as other collaborative admin programmes.

Great software

Comments: Good experience.

Pros:

Easy to use, gives all information required, good support.

Cons:

Once something is deleted, cannot be reversed.

Chase is a very good tool

Comments: As a telemarketer I consider Chase a very good tool to make and receive calls, and also to have access to the information as needed

Pros:

Pretty friendly to use. Good features to make easier the job

Cons:

Nothing that I recall. Works pretty good and is easy to use

Chase software review - JIMBU digital studio

Comments: Very good, I would recommend this to all marketing and advertising companies

Pros:

My team was introduced to Chase software 3 months ago, and they have all taken to it very well. Everyone has learned quickly how to use it, and it has made a huge difference with organizing our creative team's roles and tasks on a daily level. The time tracker and tasking functions are extremely useful, along with being able to plan studio resources effectively.

Cons:

There are sometimes glitches in the software, I.e. the Job bag time trackers not working, but the Chase team jumps on these corrections very quickly.

Chase Review

Pros:

It has a lot of features that are relevant to our industry.

Cons:

The user interface can be improved - it can be very difficult to find things and navigate.