Rev.io

From Paper to Tigerpaw

Comments: Before Tigerpaw: Our company operated with SalesForce as the CRM, ACT! as the scheduling software for our Installation Department, QuickBooks for quoting and purchasing, and a variety of Excel spreadsheets used to track one issue or the other. We were a paper based operation with hundreds of active projects and service orders stacked in in/out boxes throughout the company. Everything worked fine as a small company but was we grew we needed a software vendor that could stitch the various departments together. The APP: Allows all the employees to see what jobs they are scheduled for, the password keeper has helped immensely by managing the various customer’s network and password information in a completely secure manor. It also allows the technicians in the field to take pictures of before and after work is finished and immediately it is available for the customer to review on the Customer Portal or the staff back at the office.

Pros:

Pros: I am treated, and I treat, the staff at Tigerpaw as a member of our own team here at USA Security. The service department answers the phone in less than a few minutes (most of the time). The training department has a few options for your staff to learn the program: online self-learning through the academy, 1-2PM daily “Ask the Experts” for a round robin style Q&A, and you can pay to have one-on-one time when/if needed. The Customer Portal and Employee Portal have made our interactions with our national accounts much easier to manage. Customers now have access to all the service orders opened by their regional managers, attached documents have a central home, and clients can manage access to Tigerpaw to open trouble tickets, request a quote, or look in at the progress of a project. The Employee Portal allows our technicians to upload documents, request changes to projects, and write detailed scopes of work from their laptops in the field. The Microsoft Exchange integration with Tigerpaw has enabled us to share and create graphical calendars with the install teams that show us availability of the teams months in advance. We have coupled this feature with the dispatch board built into Tigerpaw to create a Project Service command level view of the company. We file in over 22 states – with the Avalara AvaTax Integration all of our taxes are handled electronically and days’ worth of computing taxes has been reduced to minutes. The anxiety of all the various tax districts and changes in the law are handled seamlessly and we never need to second guess the tax rate at the county, state, or city level any longer. The QuickBooks integration is easy to manage and run. QBTraks integration will show you errors when it finds a problem and gives you the opportunity to fix them before they go into QuickBooks. This saves time in not having to clean up two separate databases. Quotes are easily transferred to projects and service orders when they are won. Creation of Purchase Orders for the projects, receiving goods, tracking programming and building time logged are all extremely easy to use and track. Customer assets are easy to manage and when a RMA is required for a product you have sold Tigerpaw makes it easy to create a RMA and track the flow of product from return to service. With their built-in Matrix feature you can create any customizable tracking matrix you need to monitor your company. There is no need to create custom reports in Crystal Reports if the built in reports are lacking some data point you require. You have access to the entire database and if Excel is your thing you can create the Matrix and export it to Excel if that’s where you feel more comfortable working.

Cons:

Cons: Would like to see the APP work as a payroll tracking device as well. We currently have two APPs, one for the employees to check in for payroll purposes and the Tigerpaw APP to track travel and site work time. This is more of a feature request than a con.

Just passed our two year milestone!

Comments: Tech support is top notch and the Ask The Expert webinars Tigerpaw puts on each day are extremely helpful. It provides these webinars know their product inside and out.

Pros:

We've been on Tigerpaw two years and two days as this review is being written. Our company can not express enough how happy we are with our choice to move to Tigerpaw. Wish we would have done it 12 years ago when it was unfortunately outvoted by the owners would picked a CRM solution that we had to create multiple workarounds in Microsoft Access and other applications just to make useable. A lot of time and money wasted. Now that we are on Tigerpaw, life is a whole lot easier especially for the I.T. Department. As of today we have 26679 active accounts and roughly 1500 active Subcontractors loaded in Tigerpaw. With these numbers it's easy to see that we use Tigerpaw to it's fullest capabilities. We just upgraded to Version 17 so we can take advantage of the new REST API integration that Tigerpaw has added. We plan on bringing in a 3rd party Helpdesk solution to further enhance our capabilities and the new API should make the connection seamless.

Cons:

The Web Portal does not work well for a company like ours and the way we have the Tigerpaw database set up. However, with an open API we can overcome this.

Not service oriented

Comments: Years ago when we purchased the software it was a good value for what it offered. No software is perfect, but this CRM covered most of our needs, specially the inventory and scheduling. However, the company recently changed to a by license by user model and it looks like they changed their business model as well. They increased their pricing to almost double. When asked to provide time to find a replacement software, they came back saying that if we wanted to keep using the software, we would have to renew for a full year! Finding the correct software is an extremely important part of operations in any company, therefore it is almost impossible to find one in less than 45 days and implement it. In other words, our information is hostage unless we agree to pay for a full year of service. This company has no interest in serving its customers and their values are questionable. At least integrity and quality.
We have been obligated to keep paying for a service we only need for 6 months (minimum of 6 licenses) until we completely transition to the new software which has better features, it is completely cloud base and works much faster, not to mention it is priced correctly. I usually do not leave reviews, but this experience has been very negative.

How I missed My Tiger Paw

Pros:

After over 25 Years in the POS industry here is how I look back at my CRM experiences. Firstly I started in 1987 with a dispatch program that came with our accounting system (Automated Service) .. and a separate CRM for sales.. as time progressed that company exploded and needed an integrated solution. then we moved to Astea CRM for service .. it was bulky and slow. but had huge data crunching capabilities.. I then moved to a company that had been using Tiger Paw.. I learned to love the "list" mentality of Tiger Paw.. over time I launched my own company and thought I need something better than that "legacy looking system"... I then signed up for one APP based program after another.. two years in.. I decided to price out Tiger Paw.. and I thought .. wow that's expensive.. and ended up with Connect Wise. NOW.. the monthly subscription model seemed great .. less money up front .. but that turned into less functionality up front .. then came Dtools.. great for quoting , less impressive for Sales CRM and Service .. now I'm happy to say I'm back with my trusty Tiger Paw.. it was a long Journey..

Cons:

Just wish I had a better report building capabilities within the program and better ways to present quotes to clients..

More than a Billing System- A Strategic Partner

Comments: Rev.io is a great team of skilled, innovative and supportive professionals. The Rev.io system is more than a billing system but it's also configured in a right-for-me approach so that you can deploy it to fit your unique business needs. Whether it is managing the complete customer lifecycle from within the system or passing data to Rev.io via API, the system can support a wide range of setup options. Particularly for new businesses starting up, this system provides the proper balance of structure with flexibility to fill in gaps in the unknown while allowing you to shape and mold the deployment as your needs change. But beyond the system is the people. We got up and running in record time and found the deployment team to be refreshingly partner-oriented and full of ideas. Instead of saying, "We can't do that" they would say, "Let's talk about ways we might be able to do that." Post-deployment support has also been strong as we have certainly pushed our fair share of support inquiries their way and yet they've diligently powered through all of them. I gladly issue my recommendation of Rev.io for what the system can do for you but even more-so for the people who manage it. In a world of many billing choices, don't underestimate the power of selecting the right partner.

Pros:

Ability to grow with our business, external API options, the ability to push automated notifications out to the customers, catalog management and setup, different options to adjust/correct in-flight orders and most of all the team that supports it all.

Cons:

Due to its broad capabilities and configuration options, there is a bit of a learning curve required at first. I also wish that the reporting capabilities granted the user the ability to join data across tables/sources.