AccuLynx

Kommentare: Overall, Acculynx has made a huge difference to our roofing company. We are able to more easily track our success with leads and keep everything organized. Even though there are still some features we would like to see, we are overall quite happy with it.

Vorteile: We love the lead pipeline and the ability to track exactly what is happening with a lead at any given point in time. It's super nice that all files and photos can be stored in Acculynx for each job. This helps us stay organized!

Nachteile: Acculynx is still missing a few features. For example: The calendar on Acculynx doesn't sync with the job files. You can't create an appointment w/a customer directly from the pipeline (after it's been entered as a lead--I know it can be entered when being added as a new lead). Even though the calendar does allow us to enter a job into it, the notes on the calendar don't go to the customer's file. This could cause problems if that info isn't transferred. In addition, the app doesn't give users access to the calendar. Since we use the calendar so much, this would be incredibly helpful. In addition: It would be nice if there was a dedicated field for referrals. We like to credit customers who give us referrals, and a fillable field for this would be great!

Vorteile: Best CRM program for contractors by far, but it's much more than that! It's all at your fingers. Access from anywhere in the county where you can have a computer connected to the web. Love the integration with QuickBooks, which eliminated the multiple entries. Managing multiple locations all fluidly from Acculynx. All your reports and numbers are right there. Honestly, we operate everything through Acculynx and QB, and it's so smooth. Very easy to use. Department capabilities so office staff and sales reps view what you determine necessary. Our new hire got on for 5 min and messaged me to say, "Wow this program seems really user-friendly" if that says anything!

Nachteile: There is nothing I that least like! I think the program is awesome and a giant leap in the industry. We started with Acculynx back when it was still its first version. I can tell you that they are always trying to improve and make advancements anywhere they can. So be understanding if something in the system changes. I promise it's for the better! We all get used to using something one way and people seem to resist change. These improvements come from our feedback like this, and they are hearing it and implementing. Previously, the reps would push back if there was a software update, but then the "awwww" moment comes later in the day and they love the improvements. So definitely appreciate it!

Kommentare: Good for sales, not as great for management and production. They are working hard to improve production side.

Vorteile: Ease of use, great customer support, tailored to my industry.

Nachteile: Limited custom options for production and ordering.

Kommentare: Being able to integrate all our CRM and project management functions into one software that also works with our accounting and time clock programs has been invaluable.

Vorteile: The fact that it's industry-specific means that the software works well for us without having to adjust our business processes to suit its native workflow. But they really have shined on the customer service side of things. They have always been so friendly and responsive any time we've needed help with anything, especially during the setup phase and when we were working on a 3-way integration with two other 3rd party software programs. AccuLynx has truly streamlined our work and allows us to manage a large number of concurrent contracts with a level of detail and awareness we were unable to achieve before.

Nachteile: There's a definite learning curve to it. The functionality is robust - it just takes a while to learn what you need to use and what you don't and figure out where it's all located. It's not the most intuitive user interface I've ever used, but I recognize that it would also be pretty difficult to pack that much info into the more streamlined, simple UI styles that are becoming the preferred choice.

Kommentare: it's 85% of what we want. We want it to go to 95% so hopefully you listen to users suggestions.

Vorteile: It is fairly intuitive for newbees and easy to follow through the job progress. All of the features are good especially in the products catalog except when we want to have options like instead of " pieces" we would like to translate to "SQ" so that we order 12 sq instead of 12 sheets of plywood. This is a huge profit and yes the sales guy needs to pay attention and do the math but the option to switch to SQ would have saves our ass.

Nachteile: It would be nice to have the pricing automated like it did before Allied sold out. The other desire would be to have a place in the products catalog where we could pre-determine what was coming directly from our stock in the shop so that there would be 2 orders: 1 for supplier for delivery and 1 for the shop guys to load for the job. This would eliminate a ton of time and effort by office staff and shop guys from running around the yard. I also think that when this new reports program comes out it doesn't continually increase our costs every time there is an "improvement" in the program.