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Chase Software
What is Chase Software?
Chase delivers a single system with end-to-end solutions worldwide; enabling marketing companies to unlock their full potential and focus. Our cloud-based systems ensure secure, and digitized processes accessible worldwide and allows for role-tailored user setup and processes. Features include resource management, job costing, workflows and approvals, timesheet automation, invoicing and orders, capacity planning, retainer management, forecasting, and insightful business intelligence.
Who Uses Chase Software?
Chase Software's distinctive line of agency management software and support services deliver cutting-edge tools and expertise for agencies across the globe.
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Chase Software
Reviews of Chase Software
Overall Chase review
Comments: You know I love it. Life would be horrendous without Chase for me and for the rest of us in Finance.
Pros:
Ease of use. Reports that are crucial to what I do. Integration with Sage which Chase (Rovigo) assists with if there are issues. It would take a week to get hold of Sage and another to get a solution. Just generally all round ready to assist. Especially for a Gogo.
Cons:
Would like a few more report options on Work type codes.
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,
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
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.
Chase Software Response
4 years ago
Hi Janine Thanks for your kind words and a great review. It's great to have you back with us at Chase, we can't wait to share our new releases with you in the coming months.
Alternatives Considered:
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.
Chase Software Response
4 years ago
Hi Angelique Thanks for sharing such a thoughtful response with us. It's great to know you chose us and that all your hard work in setting up the system has paid off. As always, if there's anything we can do to help please get in touch and we'd be glad to be of assistance.
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 Software Response
4 years ago
Hi Kim Thanks for sharing a great review with us! It's always lovely to hear such positive feedback from our users.
Chase review
Comments: Cashflow management has become easier and quicker
Pros:
Ability to be up and running with Chase is quick and seemless.
Cons:
Some of the reports are not set-up properly, has incorrect values.
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.
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.
Chase Software Response
last year
Dear Candice Thank you for your review and feedback. We're happy to hear upon follow-up and investigation by our dedicated Support Team, that the speed issue when extracting Reports is resolved.
Chase
Comments: It has made my job significantly easier
Pros:
Monitoring jobs in progress and keeping track of who is working on what.Monitoring time tracking .Keeping track of all work done on a job in one place
Cons:
The report from the tab Time & Task, Time by user should have an additional report that shows the total time per job. currently it shows the task time only
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.
Chase Software Response
2 years ago
Hi Yvonne. Thank you for taking the time to complete our review. Reporting is the backbone of decision making and we're glad we contribute positively towards campaign management, amongst other business elements. The world class level of support you receive from your dedicated account manager and our support centre is a part of our product offering that will never change and sets us apart from the rest. Please reach out if your satisfaction level ever changes. We welcome any Chase related requests or queries. Enjoy the remainder of your day. Regards, The Chase Team.
Chase Software saves me so much time
Comments: With Chase I can track expenditure and most importantly with the reporting break down Brand expenditure, department spent and category allocations
Pros:
I use Chase software mainly for loading all the invoicing incoming for our Marketing and Sales Departments and also to invoice out to our Suppliers. The most important thing is also the excellent reports that I can generate at each month end. Chase have been absolutely amazing and Genevieve has really gone the extra mile by taking the time to also understand our business and then adapting/adding/changing various things in Chase to meet our needs. Once you know and understand what Chase can and cannot do it is really easy to use. I think the most important thing as well is the service and aftercare that you get from Chase. There is nothing they wont do to try and assist where possible. Its great knowing that no matter what my query is/has been [SENSITIVE CONTENT] has always been there to provide support and also great suggestions.
Cons:
I don't have any comment here as most of the issues that I had were very easily resolved by Chase and their customer support
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 😅
Chase Software Response
2 years ago
Hi Lumka. Thank you for your Chase review. Financial planning, managing job cost and accurate reporting are elements of our product we pride ourselves in and glad you see the value too. Please reach out to us if your satisfaction level ever changes. Enjoy the remainder of your day. Regards, The Chase Team.
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 Software Response
4 years ago
Thanks for your feedback, Joanne! Regarding your timesheet woes, Paul has been in touch to show you how our Timesheet settings allow you to easily correct or delete entries on behalf of others. If there's anything else we can do to improve your Chase experience please don't hesitate to let us know!
Excellent Software
Comments:
Studio crew daily capacity.
Being able to see how much time was spend on a job.
...and many more benefits.
Pros:
It is flexible and easy for new comers to learn to learn.
Cons:
The way it exports to csv or excel. That it don't have a "white board" as we know it.
Chase Software Response
2 years ago
Hi Nolene. Thank you for taking the time to complete our review. Ease of use is critical in todays fast paced environments, thank you for acknowledging this attribute of Chase. Capacity planning and time spent goes hand in glove, glad we can make the glove fit the hand. We aim to keep our service and product offering on a 10/10 level. Please reach out if your satisfaction level ever changes. We welcome any Chase related requests or queries. Enjoy the remainder of your day. Regards, The Chase Team.
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.
Chase Software Response
4 years ago
Thanks Varsha, we appreciate your feedback and will continue working with you to improve wherever we can.
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.
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 Software Response
4 years ago
Thanks for your feedback, Andre. Genevieve has been in touch to share a bit more about our plans to improve the dashboard and we hope that you'll be excited with our new release! We appreciate the feedback and hope you continue to enjoy working with Chase.
Chase and Navision
Pros:
Ease of use and customer support . i also enjoy the information we can obtain
Cons:
there were no issues that i have experienced that have not been solved and caused me to dislike the product
Chase Software Response
3 years ago
Hi Kershne, Thank you for taking the time to complete our review. We aim to keep our service and product offering on a 10/10 level. Please reach out if your satisfaction level ever changes. We welcome any Chase or Navision related requests or queries. Enjoy the remainder of your day. Regards, The Chase Team.
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.
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.
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.
Chase Software Response
4 years ago
Thanks Willa. We'd be happy to help you create the customer statement reports you're looking for from Chase.
Review for Chase Software
Pros:
Chase is very user friendly. Easy to learn and each to pull all required reports. All function on Chase is easy to access and implement.
Cons:
Chase covers all the function I need to implement and to do my job in Traffic and Production
Chase Software Response
4 years ago
Thanks Shirley, we're glad to hear you're getting everything you need from Chase!
Michelle's Chase Review
Comments: I really like the invoicing system. Its fast and efficient.
Pros:
Chase is easy to navigate & super easy to use.
Cons:
The search functions took a while to get used to but once you know how its great.
Chase Software Response
4 years ago
Thanks for taking the time to share your feedback with us, Michelle!
Tonality Solutions Feedback
Comments: As a small business Chase just helps me to keep everything in one place, be consistent and professional.
Pros:
As a start up, and with a long ago history of working with Chase, I found it very easy to start again. I like the normal - brief, CE, PO, Invoice flow the best.
Cons:
I still have to figure out the reporting, but am sure once I have enough data and I know how to pull the reports it will be awesome.
Chase Software Response
3 years ago
Hi Marelize Thanks for your positive feedback. We've thoroughly enjoyed working with you and look forward to a long and successful partnership.