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User "Matthew.Mathis" Profile
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About Matthew
Real Name:Matthew Mathis 
Last Login:29 Oct 2008 00:40
Posts:2
Reviews:1
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User Reviews


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Elements CRM
Oct 29 2008

MATTHEW.MATHIS  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
Oct 29 2008

MATTHEW.MATHIS  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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LightSpeed
Aug 1 2009

HYPERION  MATTHEW.MATHIS, It maybe too late to help you out here as your post is quite old, but I use LightSpeed very extensively. You have to realize this is Point of Sales software not CRM software, nor is it accounting software. Expenses have nothing to do with inventory and sales. You may have been mislead by someone or mis-read things when it states that LightSpeed plugs into Daylite (CRM) and into accounting software such as MYOB or QuickBooks. It sounds like you work out of the Office alot. I would recommend looking into Daylite (marketcircle.com). If you have alot of inventory then works LightSpeed is very well with Daylite. If you just bill hours (labour), then look at Billings as well from MarketCircle. All of the mentioned softwares have iPhone apps. This has been the best thing in the world for me. You do your quotes in Daylite in the field. After it all ties into LightSpeed which then ties into your accounting package. It is a great workflow.  
(Version 2.8.7)

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