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Matthew Mathis
Downloads: 0
Posts: 2
Smile Score: +1
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Member Since: 26 Jan 2009
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Matthew Mathis's Posts
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Elements CRM
Matthew.Mathis commented on 29 Oct 2008
I find it odd that this program is recommended on many other pages, yet does not have a review. If someone has used this application, please write a review.
[Version 1.0]



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LightSpeed
Matthew.Mathis commented on 29 Oct 2008
I do think Lightspeed is good software, but it is not working out well for my company. I do not have a storefront, but Lightspeed looked like it would handle quoting and invoicing with ease. I am only listing the things that this software does not do and items that have frustrated me. All of the following comments are complaints on a piece of software that is OK at many of the things I need it for. It could be better though, and here is why:

Contacts: I truly do not understand why software that costs $10 dollars can integrate directly with the Apple Address Book and why Lightspeed does not. I have to drag vCards into Lightspeed to add a customer. Any info changed in Address Book or Lightspeed does not sync. I was told that this program included a CRM. It absolutely does not! I can log my calls. THATS IT!! How is that a CRM? It does not track email, do email campaigns, link contacts to businesses or each other or track sales progress.

Timesheets: Just an idea, but why not make time-sheets usable to people out in the field? If this product is to be marketed to sales and installers there needs to be a way for employees to log in and start/stop their time. One more reason for me to use yet another program.

Invoicing: What I really like is that you can attach pictures to each product for a better looking quote. The problem is that every other aspect of the quote is a pain. I am unable to make comments where I need to. There is no way to customize the look beyond changing your logo. Using Quotewerks and Microsoft Money I was able to make a line bold. This comes in really handy when I need to break the estimate into sections such as different rooms.

Accounting: Lightspeed does not track expenses in any way. It is a pain to use two different pieces of software to manage quoting/invoicing and accounting. I feel for the price that it should be included.

Other: The software itself can be quite a pain where most other software companies get it right. I cant stand not being able to add vendors/classes/colors on the fly while in an estimate. I have to close out everything that I am doing, then edit these items under the setup menu.

Mobile Interface: Not usable for me since I can only view a few items and cant make any changes. How about a true app for the app store that does much more?
[Version 2.7.1]



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