Chase Software Erfahrungen

Über Chase Software

Cloud-based systems covering everything including job costing, resource planning,workflows,invoicing,automation & business intelligence

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Vorteile:

It also meets the needs as a project management tool which I require in my role. The customer service and support is also great.

Nachteile:

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.

Bewertungen zu Chase Software

Durchschnittliche Bewertung

Benutzerfreundlichkeit
4,6
Kundenservice
4,9
Funktionen
4,5
Preis-Leistungs-Verhältnis
4,7

Weiterempfehlungsquote

9,1/10

Chase Software hat eine Gesamtbewertung von 4,7 von 5 Sternen basierend auf 59 Nutzerbewertungen auf Capterra.

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Nutzerbewertungen filtern (59)

Verifizierter Rezensent
Financial Manager in Südafrika
Verifizierter Nutzer auf LinkedIn
Lagerung, 11-50 Mitarbeiter
Verwendete die Software für: Mehr als 2 Jahre
Herkunft der Bewertung

In Betracht gezogene Alternativen:

Chase review

5,0 vor 5 Monaten

Kommentare: Great experience

Vorteile:

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

Nachteile:

Chase conversion to Excel not 100% user friendly

Antwort von Chase Software

vor 4 Monaten

Hi. 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 related requests or queries. Enjoy the remainder of your day. Regards, The Chase Team.

Janine
Finance & Operations in Südafrika
Design, 11-50 Mitarbeiter
Verwendete die Software für: Mehr als 2 Jahre
Herkunft der Bewertung

Fountainhead Design

5,0 vor 2 Jahren

Kommentare: 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.

Vorteile:

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.

Nachteile:

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.

Antwort von Chase Software

vor 2 Jahren

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.

Melanie
Head Template Division in Südafrika
Design, 11-50 Mitarbeiter
Verwendete die Software für: Mehr als 2 Jahre
Herkunft der Bewertung

Chase training

4,0 letzten Monat Neu

Kommentare: Resource planning is becoming more important. Costing and billing is great and works very well. Time tracking is user dependent so trying to work on that. Reporting is great

Vorteile:

Yes it is easy to use. One has to explore as there is a lot of functionality that doesnt get used

Nachteile:

More integration with teams - it would be helpful for task to go to planner in teams

Tumelo
Accounts Officer in Botsuana
Marketing & Werbung, 11-50 Mitarbeiter
Verwendete die Software für: 1-5 Monate
Herkunft der Bewertung

Design Surgery

3,0 vor 4 Monaten

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

Vorteile:

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

Nachteile:

The financial and HR reports needs to be unpraded

Lumka
Finance Admin in Südafrika
Marketing & Werbung, 11-50 Mitarbeiter
Verwendete die Software für: Mehr als 2 Jahre
Herkunft der Bewertung

An entry level finance admin review

4,0 vor 4 Monaten

Vorteile:

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

Nachteile:

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

Antwort von Chase Software

vor 3 Monaten

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.

Angelique
Operations Manager in Südafrika
Marketing & Werbung, 11-50 Mitarbeiter
Verwendete die Software für: Mehr als 1 Jahr
Herkunft der Bewertung

In Betracht gezogene Alternativen:

Chase Software Unpacked

5,0 vor 2 Jahren

Kommentare: 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.

Vorteile:

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.

Nachteile:

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.

Antwort von Chase Software

vor 2 Jahren

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.

Nolene
Project Manager in Südafrika
Marketing & Werbung, 11-50 Mitarbeiter
Verwendete die Software für: Mehr als 1 Jahr
Herkunft der Bewertung

Excellent Software

5,0 vor 2 Monaten Neu

Kommentare: Studio crew daily capacity.
Being able to see how much time was spend on a job.
...and many more benefits.

Vorteile:

It is flexible and easy for new comers to learn to learn.

Nachteile:

The way it exports to csv or excel. That it don't have a "white board" as we know it.

Antwort von Chase Software

vor 2 Monaten

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.

Octavia
Admin Manager in Südafrika
Design, 2-10 Mitarbeiter
Verwendete die Software für: Mehr als 2 Jahre
Herkunft der Bewertung

Billing and Job management

4,0 vor 2 Wochen Neu

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

Vorteile:

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

Nachteile:

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

Joanna
Owner in USA
Bekleidung & Mode, 2-10 Mitarbeiter
Verwendete die Software für: Mehr als 2 Jahre
Herkunft der Bewertung

I love how we can use this for resources

5,0 vor 3 Wochen Neu

Kommentare: I would rate it a 9/10.

Vorteile:

I love the resources available within this software.

Nachteile:

I think that sometimes there are too many offerings making it feel cluttered.

Danielle
Operations & Finance Assistant in Südafrika
Marketing & Werbung, 11-50 Mitarbeiter
Verwendete die Software für: 6-12 Monate
Herkunft der Bewertung

Chase Software

5,0 letzten Monat Neu

Kommentare: My experience has been exceptional

Vorteile:

Easy to use with the best user guide for new users!

Nachteile:

Export errors - if it can integrate with Sage

Muriithi
Accountant in Kenia
Marketing & Werbung, 11-50 Mitarbeiter
Verwendete die Software für: Mehr als 2 Jahre
Herkunft der Bewertung

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

5,0 vor 5 Monaten

Kommentare: - 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

Vorteile:

- 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

Nachteile:

- 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.

Antwort von Chase Software

vor 4 Monaten

Hi Muriithi. Thank you for taking the time to complete our review. You're right. The value of knowing what to expect from estimated vs actual cost in the form of automated variances can't be overstated. Data captured in Chase does exactly that, it empowers you to make informed business decisions. 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.

Sally
Group Financial Controller in Südafrika
Marketing & Werbung, 1 001-5 000 Mitarbeiter
Verwendete die Software für: Mehr als 2 Jahre
Herkunft der Bewertung

Easy to use, fully customizable

5,0 vor 2 Jahren

Kommentare: 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.

Vorteile:

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.

Nachteile:

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.

Antwort von Chase Software

vor 2 Jahren

Hi Sally Thanks for your continued support and the great review you've shared with us. We're proud to be working with you and the Publicis team, and we can't wait for you to see our new releases in the near future!

Jackie
Account Manager in Südafrika
Marketing & Werbung, 2-10 Mitarbeiter
Verwendete die Software für: Mehr als 2 Jahre
Herkunft der Bewertung

Chase software overview

5,0 vor 2 Monaten

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

Vorteile:

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.

Nachteile:

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.

Antwort von Chase Software

vor 2 Monaten

Hi Jackie. Thank you for taking the time to complete our review. We aim to keep our service and product offering on a 10/10 level. Easily tracking job numbers and the statuses of these jobs is something we built purposefully - to quickly find the first to latest job created in Chase. Integration with accounting packages is another element we pride ourselves in. Making finance-life easier for agency and accountants. 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.

Joanne
Traffic Manager in Südafrika
Unternehmensberatung, 201-500 Mitarbeiter
Verwendete die Software für: Mehr als 2 Jahre
Herkunft der Bewertung

Great features, easy to use and customise with fantastic support

5,0 vor 2 Jahren

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

Vorteile:

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

Nachteile:

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

Antwort von Chase Software

vor 2 Jahren

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!

Kim
Project Manager in Südafrika
Design, 2-10 Mitarbeiter
Verwendete die Software für: 6-12 Monate
Herkunft der Bewertung

Chase Rules, others drools

5,0 vor 2 Jahren

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

Vorteile:

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

Nachteile:

Some staff have had issues with locked timesheets.

Antwort von Chase Software

vor 2 Jahren

Hi Kim Thanks for sharing a great review with us! It's always lovely to hear such positive feedback from our users.

roger
Traffic Manager in UK
Marketing & Werbung, 11-50 Mitarbeiter
Verwendete die Software für: Mehr als 2 Jahre
Herkunft der Bewertung

Chase review -Integer hotspot 2022

5,0 vor 7 Monaten

Kommentare: 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

Vorteile:

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

Nachteile:

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

Antwort von Chase Software

vor 7 Monaten

Hi Roger, 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 related requests or queries. Enjoy the remainder of your day. Regards, The Chase Team.

Yvonne
Head of Brand/Marketing in Südafrika
Buchhaltung, 10 000+ Mitarbeiter
Verwendete die Software für: Mehr als 2 Jahre
Herkunft der Bewertung

Chase Software

5,0 vor 6 Monaten

Kommentare: 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.

Vorteile:

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.

Nachteile:

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

Antwort von Chase Software

vor 4 Monaten

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.

Liza
Finance Operations in Südafrika
Medienproduktion, 11-50 Mitarbeiter
Verwendete die Software für: Mehr als 2 Jahre
Herkunft der Bewertung

Brilliant software

5,0 vor 6 Monaten

Kommentare: 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.

Vorteile:

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.

Nachteile:

Nothing I really enjoy using this platform.

Antwort von Chase Software

vor 6 Monaten

Hi Liza, 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 related requests or queries. Enjoy the remainder of your day. Regards, The Chase Team.

Noluthando
Financial Accountant in Südafrika
Sport, 11-50 Mitarbeiter
Verwendete die Software für: Mehr als 2 Jahre
Herkunft der Bewertung

Finance Perspective

5,0 vor 5 Monaten

Kommentare: 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.

Vorteile:

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.

Nachteile:

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.

Antwort von Chase Software

vor 4 Monaten

Hi Noluthando. Thank you for taking the time to complete our review. Your patronage towards Chase and transparent review is highly appreciated. 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.

Varsha
CFO in Südafrika
Marketing & Werbung, 51-200 Mitarbeiter
Verwendete die Software für: Mehr als 2 Jahre
Herkunft der Bewertung

Chase Software Review

5,0 vor 2 Jahren

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

Vorteile:

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.

Nachteile:

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.

Antwort von Chase Software

vor 2 Jahren

Thanks Varsha, we appreciate your feedback and will continue working with you to improve wherever we can.

Amanda
Managing Director in Südafrika
Marketing & Werbung, 11-50 Mitarbeiter
Verwendete die Software für: Mehr als 2 Jahre
Herkunft der Bewertung

Chase Software Review

5,0 vor 5 Monaten

Kommentare: Benefit: ability to translate and track billable hours

Vorteile:

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.

Nachteile:

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

Antwort von Chase Software

vor 4 Monaten

Hi Amanda. Thank you for taking the time to complete our review. Correct, using a world class application is one thing, receiving interstellar levels of support when required pushes your experience to an unmatched level. This is an element of our product offering we pride ourselves in. 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.

Michelle
General Manager in Südafrika
Marketing & Werbung, 11-50 Mitarbeiter
Verwendete die Software für: Mehr als 2 Jahre
Herkunft der Bewertung

TAKE TIME TO LEARN THIS SOFTWARE TO ITS FULL POTENTIAL

4,0 vor 2 Jahren

Kommentare: 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.

Vorteile:

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.

Nachteile:

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

Antwort von Chase Software

vor 2 Jahren

Thanks Michelle, it's great to hear you're enjoying the finance features you've started making use of lately. If you're ever looking for more information about other features we recommend using then feel free to get in touch. We'd be glad to help!

Jode Reece
Traffic Manager in Südafrika
Marketing & Werbung, 11-50 Mitarbeiter
Verwendete die Software für: Mehr als 2 Jahre
Herkunft der Bewertung

Chase

5,0 vor 10 Monaten

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

Vorteile:

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

Nachteile:

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

Andre
CEO in Südafrika
Marketing & Werbung, 2-10 Mitarbeiter
Verwendete die Software für: Mehr als 2 Jahre
Herkunft der Bewertung

Overview

5,0 vor 2 Jahren

Kommentare: 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.

Vorteile:

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.

Nachteile:

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.

Antwort von Chase Software

vor 2 Jahren

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.

Eunice
Account & Production Manager in Südafrika
Marketing & Werbung, 11-50 Mitarbeiter
Verwendete die Software für: Mehr als 2 Jahre
Herkunft der Bewertung

Eunice @ TQ Review

5,0 vor 9 Monaten

Kommentare: 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].

Vorteile:

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

Nachteile:

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.

Antwort von Chase Software

vor 9 Monaten

Hi Eunice Thank you for your rating and overall positive review. We intend to keep you a happy customer for many years to come. We acknowledge your listed cons, in fact, it's something we've been working on. When our newer product is ready for release your account manager will definitely be in touch. Happy Chasing!