# Rev.io PSA Reviews 2026. Verified Reviews, Pros & Cons | Capterra > Is Rev.io PSA the right Professional Services Automation solution for you? Explore 54 verified user reviews from people in industries like yours to make a confident choice. Source: https://www.capterra.com/p/10024830/Rev-io-PSA/reviews --- Rev.io PSA 3.8 (54) [View alternatives](https://www.capterra.com/p/10024830/Rev-io-PSA/alternatives/) Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Learn more](https://www.capterra.com/our-story/) * * * Last updated March 13th, 2026 # Reviews of Rev.io PSA Ease of use 3.7 Customer Service 3.6 ## Pros and Cons in Reviews SD Selene D Director of Operations Retail, 11 - 50 employeesUsed the software for: More than 2 years. “No software is perfect, but this CRM covered most of our needs, specially the inventory and scheduling.“ August 31, 2021 CM Connie M Self Employed Telecommunications, 11 - 50 employeesUsed the software for: More than 2 years. “Tigerpaw does have a flaw - and that is being too complex for our employees be able to create reports from the reports explorer module.“ August 18, 2021 rm renaud m CCOMedical Devices, 11 - 50 employeesUsed the software for: More than 2 years. “We had a team of 15 using it without issues“ August 4, 2022 SD Selene D Director of Operations Retail, 11 - 50 employeesUsed the software for: More than 2 years. “In other words, our information is hostage unless we agree to pay for a full year of service.“ August 31, 2021 LT Lee T VpComputer & Network Security, 11 - 50 employeesUsed the software for: More than 2 years. “Used for years, but couldn't afford the update to newer version“ December 2, 2021 ## Showing most helpful reviews Showing 1-25 of 54 Reviews Sort by: Most Helpful Rating Company Size Reviewer's Role Length of Use Frequency of Use Tricia C. General Manager Used the software for: 2+ years ### "Really flexible" June 28, 2018 5.0 Pros I've used a lot of CRM's in the past and, as I'm learning more, TigerPaw is pretty slick. Most of the problems that we have stem from how it was implemented and not how it functions, so make sure you have someone to guide you. We're trying to go change many our of processes but it's slow and daunting. Thankfully, TigerPaw has been readily available and their support is responsive and thorough. I find their daily ask-the-experts invaluable. Cons Reporting. I can get customized reports created, but I would like to be able to design and create my own reports more easily. Review Source SW Shawn W. Assistant General Manager Information Technology and Services Used the software for: 1-2 years ### "From Paper to Tigerpaw" March 28, 2018 5.0 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. Review Source TH Tony H. President Information Technology and Services Used the software for: 2+ years ### "Not a good product" April 17, 2017 1.0 We transitioned to Tigerpaw from ServiceCEO in 2011 - While we do not have daily events as some others had described, I do find that Tigerpaw makes you make a ton of repetitive moves to do any task. We have not actually been able to embrace the newly skinned MATRIX (actually have no idea what the heck the big deal was), and honestly really peeved the way that they have done us lately. We have paid support monthly for years and even with new staff calling for incident calls for access to training or support, we accumulated 19) calls last year. We called support to remove a incorrectly posted payment and was told that this "time", that this was a "chargeable" event at which rate now bills at $ with a 2) hour minimum. I have since decided after review of my initial 2011 agreement (which clearly makes no mention of chargeable items), that I will take my business elsewhere ----- BUYER BEWARE Pros Lots of promising of a solution that takes care of everything - It was a decent program at one time... Cons 1) Support - Support for this product is really poor. The few times that we've called (only because we absolutely had to) resulted in wasted time 2) Monthly Support - We paid for support (that we rarely used) and when we actually tried to use it, was told that the items that we needed help with was "chargeable", $ to back out a payment that was incorrectly posted. 3) Performance - We paid for integration and after 6) years now, we are still dealing with issues that did NOT get correctly defined in the setup. the problem was that they seemed to fumble around and really did not have consistent answers for the questions that we had during the migration phase. 4) Mobile Product - Unless something changed in v.16, My experience was that the MOBILE product was total junk 5) Tigerpaw University - again, unless recently updated, was populated with old videos that barely were relevant Review Source RH Richard H. CEO | Founder Information Technology and Services Used the software for: 2+ years ### "Tigerpaw success for 18 years" March 28, 2018 4.0 I've read some of the other reviews posted here about Tigerpaw. I certainly hope you will take my comments as factual coming from someone who has invested the proper time and energy into Tigerpaw for the last 18 years. Much of what I read and see regarding negative feelings comes from a place beyond the control of Tigerpaw. Tigerpaw is a line of business application; the most important one in our organization. The operational excellence we have achieved using it came from the marrying of Tigerpaw to well-established business processes. Period. No LOB software, including Tigerpaw will be successful without solid, clearly-defined business processes. If you learn the software and its capabilities, and allow yourself to refine your business processes to work with it, Tigerpaw becomes the sun in your service business universe. No gimmicks, no craziness, no runarounds. That is just not their style. And, if you don't know the answers or need assistance, the trail has been well tamped by a strong community full of ambassadors and experts that can show you the way. In my career as an IT professional and owner, I have often observed the collusion and confusion of the words installation and implementation. Two very different things yet people see them as the same. Our current mobile culture leads people to believe an application can be installed on a Friday and go live on Monday. That is not the case with a product as sophisticated as Tigerpaw. Installation is first. Next comes thought, discussion, planning, programming, and implementation. At that point you can measure with accuracy and make decisions based on relevent information. That is the process. Somewhere along the way, people forgot that software companies are...well...software companies. They develop products and offer setup instructions. Implementation is shaped by those instructions but not performed by them. People buy cars from a car dealership. And the process usually ends the same way. Here is how you start the car; the instructions are in the glove box or online; don't forget to give me 5-stars on the survey you receive next week. And then, you drive away. No one learns how to drive a car at the car dealer. They learn from a sibling, a parent or a professional driver. Line of business applications are exactly the same. In Tigerpaw's case (thankfully) there are a number of professional driving instructors out there to teach you how to drive...and drive well. Pros \- All-encompassing product that touches every facet of our 20-year-old IT managed services/PrivateCloud/hosting firm - The Matrix...perhaps the most powerful tool available in any PSA for easily assembling information in an actionable view (you can even export it to Excel). No SQL dev needed; no Crystal dev needed. Just all your info with cool calculations, drill-downs, and filters. Simply awesome - Automatic synchronization with QuickBooks. No export/import files or juggling data around. It just synchronizes our Tigerpaw data right to QuickBooks - Excellent workflow engine. Love this feature. Keeps our sales and technical teams in-the-know. If something is taking too long, getting too old, or amassing too much time, Tigerpaw tells us. It also alerts us about warranty expirations, software license renewals, carrier contracts, even sales tax certificates...long before they expire. - Connect pretty much any way you want. Use your desktop, use the web interface, use the mobile interface...Tigerpaw is everywhere on every device all the time. - Automatic contract and agreement invoicing. As an MSP, this is crucial for operation. Contracts and agreements automatically invoice and process credit cards for us. Huge time savings - Time sheets. I've seen other systems and no one has anything quite like it. Check the availability, utilization, and billable time for techs in a single view. Great for finding gaps in billable times. Wonderful for techs to make sure they are hitting the mark. - They listen. Perhaps the most important thing! Contacting Tigerpaw with suggestions or reaching to support is a positive experience handled by thoughtful people that actually use the software each and every day. Cons \- Some things take a few more mouse clicks than we prefer. - The interface needs a bit of love - More partnerships and tie-ins would send help and would send the product into orbit. Review Source CM Connie M. Self Employed Telecommunications Used the software for: 2+ years ### "Good multi use business software" August 18, 2021 5.0 Having used Tigerpaw Software since 2009 is has come a long way including their support staff. Pros The ease of scheduling techs, and the techs being able to see their schedules as well as converting quotes to service orders with ease. Cons Tigerpaw does have a flaw - and that is being too complex for our employees be able to create reports from the reports explorer module. Review Source BR Brad R. EVP Information Technology and Services Used the software for: 1-2 years ### "Creeping up on two years using this software platform." April 17, 2019 5.0 I am very pleased that we have chosen Tigerpaw Software. Pros The platform is what I call a full circle software for our business. CRM, ERP, Etc. All in One! Tigerpaw allows integration with Quickbooks and other programs which make it even more powerful. The structure of Tigerpaw allows a great deal of flexibility, allowing business's to tailor the Software to their business needs. Mobile Portals, Employee Portal and Customer Portals allow a diverse method of working with Tigerpaw while providing an ability to service our Customers at a much higher level. Allowing our com to mover from Service Contracting model to a SaaS, CaaS and MSP platform. As we have discovered, companies looking to move to a new software system need documented existing SOP's and best business practices and then apply them to the software implementation. We have been using the product exclusively for two years come July and are still implementing and automating our process's. You can start very simple and then build the system to meeting your criteria in terms of operations. The matrix in Tigerpaw is possibly the most extremely powerful tool in Tigerpaw, allowing management of data as well as nearly any process you can imagine. Workflows are also a very powerful tool within this system that we use extensively to automate operations. It's easily the best and the most affordable platform we have used. (If you are a Salesforce user I feel for you!) We can do nearly everything we need from development to reporting without the need for a professional developer. Cons We are very mobile dependent and the Mobile Ap could use some updating. We have roughly 30 technicians that are very dependent upon the Mobile AP to perform their daily duties. At times they must toggle between our Tigerpaw Employee portal and the Mobile portal to perform their jobs. As with many Aps field length on phones can be a struggle. Longer field length for Account names and display of Opportunity and SO numbers would greatly enhance our mobile operation experience. Review Source VR Verified Reviewer Director Of Operations / Lead Systems Tech Information Technology and Services Used the software for: 2+ years ### "Great CRM Software" August 3, 2019 4.0 Pros I love that this is an all in one solution for your business. It allows you to maintain inventory, create price-book items, quoting, input service orders, invoice clients, manage purchase orders along with a ton of other features. once of the best things is the service orders where technicians can login and add a service order. in here they can type up their notes, add in time logs, attach expense logs and items serviced. it allows you to basically keep track of client inventory and the age of client items. The reporting functionality along with the other functions are completely customization to each individual organization. Cons the only issue with this software that when you try to email a quote, invoice, service order or other document through the software, the client will sometimes receive it as a winmail.dat file instead of a PDF file. this is due to the PDF converter in the software not completing the conversion correctly even though it looks like it created the PDF successfully. but this does not happen all the time. Alternatives considered [QuickBooks Enterprise](https://www.capterra.com/p/174984/QuickBooks-Enterprise/) Review Source VR Verified Reviewer Computer Technician Computer Networking Used the software for: 1-2 years ### "SMB Beware(Older Version of the software used)" August 2, 2018 3.0 Pros It wears every hat that you can think of. Billing, Invoicing, Ticketing, Parts/Inventory Management, Order tracking, Password Management, Asset Management, Client Interactions and History, and probably more that I am forgetting. Cons It wears every hat that you can think of. There are so many menus and buttons that you have to go through before actually being able to accomplish any task. The version we used(Circa 2014) had poor smart search/partial search functionality. You had to search full words and specify what case you were searching in(i.e. - First Name Only, Last Name Only, FirstnameLastName, LastNameFirstName, Phone number Only, etc.) If we were a larger place that had someone with enough time to configure everything properly and do training it would have probably served us better but as it was, small business can do better with less money. Review Source JF John F. Owner Used the software for: 2+ years ### "Expensive and cumbersome, dont walk away from Tigerpaw...RUN" November 12, 2017 1.0 Pros The only upside is an old version still works works but Tigerpaw said they will shut it down remotely if I dont upgrade.. Cons Expensive to deploy, expensive annual fees, you never really own the software. Cumbersome and difficult to learn. the owner wears earrings. Review Source Response from Rev.io March 7, 2018 Thank you for your honest feedback,John. We understand your frustrations and we empathize. It looks like you¿ve been using your Tigerpaw suite of tools since 2001 with your business, which is excellent! However, as we¿re sure you understand, software doesn¿t last forever. It¿s standard industry practice to support the last two full-point versions of a software. We assure you that the changes you mentioned were only made with the best of intentions. It¿s understandable that a software package more than a decade old will show its wear and be a little long in the tooth (no tiger-related pun intended). It was a difficult decision for us to sunset older versions of the product, but due to known security vulnerabilities and the risk of liability, both to you and Tigerpaw, this is the path we must take. This is why we have been working so hard to notify all of our affected clients with letters, emails, and phone calls for the last six months to help you plan for this transition. VR Verified Reviewer IP Telephony Engineer Telecommunications Used the software for: 2+ years ### "Good Software - Needs some updates" January 8, 2019 4.0 Pros Tigerpaw does a great job of collecting all of our business data and keeping it current and easy to access. It is also a much better fit for your average SMB than packages that offer similar features but MUCH more complexity and cost. Cons The use of a thick client that has to pull down the whole DB every time it reads or writes a change really slows down the application if you are working over a VPN. Also the client has a very dated appearance and control structure that could be improved to make it much more user friendly. Review Source SH Siobahn H. HR Director Used the software for: 2+ years ### "Can't imagine a business without this" March 23, 2018 5.0 Pros This is a one stop shop for everything we do in our business. We have utilized it since the beginning 4 years ago and we still are discovering useful features and options to make us even more efficient. It can take a little bit to get used to but once you do it is the most effective piece of software. We quote, convert to a service order that then has parts assigned, technicians put their time cards against it, invoice, inventory and collect payments. The uses are endless. Cons Can be a little tricky to learn. There are a few features that once you do a task, you can't ever undo it or correct. Review Source CM Chuck M. Managing Partner Information Technology and Services Used the software for: 2+ years ### "Have loved Tigerpaw for 12 years!" March 29, 2018 5.0 I honestly don't know how companies like ours survive with a system like Tigerpaw. Pros Tigerpaw does everything for us. Automatic contract billing, serialized inventory, quotes, service orders, invoicing, automatic payments, interface to QuickBooks. Just to name a few things. Every time we have called support our issue was solved quickly and professionally. Cons It was a bear to setup but I don't know how it could have been easy. I am sure there are areas that could be improved but TP works so well for us and I have used it for so long I think I think like TP does. Review Source KW Kerry W. PS Specialist Computer Software Used the software for: 2+ years ### "Satisfied User" November 9, 2021 5.0 Pros A way to keep short notes on time logs and then go back and put detail problem and solution. Cons Can't think of anything that I disliked at the moment. Review Source DW Don W. President/CEO Information Technology and Services Used the software for: 2+ years ### "General MTSP Observations for STS" May 7, 2018 4.0 Overall value is good. Tech/CSR response is good and timely. Pros Program has a lot to offer and record keeping abilities. TAG partner is a plus. STS has been with TP since 1980's era of DOS. Cons Interconnectivity with QuickBooks. Some features requested over time still not implemented. Separate non-licensed schedule multiple boards. Review Source SV Sean V. Consultant Information Technology and Services Used the software for: 6-12 months ### "Survived by people who do not know any better" September 25, 2017 1.0 Spent money. Found problems. Support turn their backs on us. The software is useless. The only people who use it successfully have naively poored far more resources and made unecessary internal process changes to support this lacking software. Pros On the surface tigerpaw seemed like a good all in one solution. Sales people told us what we wanted to hear. Cons Works poorly or just doesn't work at all. Tigerpaw is not a sleek silicon valley company using the latest technologies. They are relics of the 90s tech boom that never evolved. Review Source CC Chrissy C. Marketing Coordinator Management Consulting Used the software for: 6-12 months ### "Love Tigerpaw! Need Deep Understanding and Proper Training" May 4, 2018 5.0 Pros VERY powerful and robust system. If you give program enough data you can do all kinds of reporting and dispatch configurations to fit multiple needs Cons While there are lots of great features, they're only as good as the data you have and the practitioner who is trying to utilize them. Need deep training to get the full value. Review Source IA Irma A. Controller Used the software for: 2+ years ### "Tigerpaw is a great add on to Quickbooks" November 14, 2017 5.0 Pros Easily integrates with Quickbooks desktop. Can view the exported data prior to import. Allows deposits within the software and allows proper mapping into Quickbooks. Cons Requires internet connectivity to export and import data. There could be a short delay. Overall there isn't major downside. Review Source SD Selene D. Director of Operations Retail Used the software for: 2+ years ### "Not service oriented " August 31, 2021 3.0 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. Review Source BS Brad S. Project Manager Information Technology and Services Used the software for: 2+ years ### "Tigerpaw has been the backbone of our ticketing system for years" June 9, 2023 4.0 Pros What's not to like? This software does it all and has integrations for 3rd party. Cons Nothing to dislike. They have made constant improvements over the years as tech has developed. Review Source JB Jim B. I.T. Manager Management Consulting Used the software for: 2+ years ### "Just passed our two year milestone!" May 4, 2018 5.0 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. Review Source AG Angel G. General Manager Information Technology and Services Used the software for: 2+ years ### "How I missed My Tiger Paw" May 4, 2018 5.0 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.. Review Source RC Randy C. Convergence Supervisor Information Technology and Services Used the software for: 2+ years ### "Top notch customer service" April 10, 2018 5.0 I have worked in the IT field for the past 20 years and have never come across a company as passionate and willing to support their customer base as Tigerpaw has. This is one of the vendors I enjoy calling as any issue is usually minor, addressable quickly and handled with care each time. I am never left wondering if a call to support is going to wreak havoc on my day, as it is always a pleasant experience Pros Tigerpaw Software has served us for many years with minimal issues. The system has handled numerous custom integrations and customization's to better fit our needs. Tigerpaw goes above and beyond in support of their customers and really leaves you feeling like you have a partner, not just a solution. The software is easy to use and navigate for end users. Cons Any negatives I have with Tigerpaw Software is in direct relation to the version my company is on, which is aged quite a bit at this point. This really speaks to the software as a whole as even being outdated and missing out on some new and exciting features Tigerpw has added, we have still been able to keep the software running smoothly, while ever increasing the load on the environment Review Source BM Beth M. CFO Financial Services Used the software for: 2+ years ### "Great software" May 15, 2019 5.0 We have been using TigerPaw for awhile. Our start experience was the best, but we had spent all this money so we dug our heals in and made it work for our company. In the last 3 years, I have noticed major improvements in functionality and customer support. They are certainly more customer minded! Pros The support staff is great to work with. They are friendly and courteous. We can track everything we need and then some. It is fairly intuitive for users. It integrates great with Microsoft and Quickbooks! Software helps us to automate our business systems and will only get as we learn and utilize more of the system. Cons Mobile app was cumbersome and slow. We go into areas with poor reception and WiFi isn't always an option. The app was just too slow. The cost for the training sessions is a bit much for small "mom and pop" business. It would be great to see a tiered price point based on number of employees. Review Source JC Jim C. Owner Information Technology and Services Used the software for: 2+ years ### "Avoid TigerPaw at All Costs!" February 22, 2018 1.0 Additionally, we were PROMISED that TigerPaw would integrate seamlessly into QuickBooks. Never did happen and after numerous calls to support we gave up. We were given some ridiculous price to have a "specialist" accomplish this for us. The sales staff is nice the support staff is horrible. Before you buy TigerPaw please do your due diligence and demo other applications. Read the review online about TigerPaw. Pros The only pro is that is TigerPaw has 5000 features that actually become cumbersome, annoying and difficult to use. We found ourselves only using a few of the modules of the 8 years of having the product as other applications accomplished these tasks more efficiently. Cons The software is extremely dated and seems as if it has been bolted together over the years. This creates a situation where there is a lot of steps and wasted time in trying to accomplish a task that should be simple. Additionally, all of my employees have hated it and complained repeatedly about better and more user friendly software they have used elsewhere. Review Source MH Michael H. President Information Technology and Services Used the software for: 2+ years ### "Buyer beware, terrible Support, bait and switch" September 26, 2017 1.0 To buy a software package that you own and then receive a letter that stated due to security vulnerabilities on our end, your software will no longer work unless you upgrade is the biggest scam I've ever seen from what is considered a legitimate CRM package! The sales guy that sent the letter to my company would not even return my calls, instead sent me migration options packet! Stay away folks if you like your money and value your time, not an investment, but rather a serious waste! I'm consulting my attorney about the legality of them disabling MY software due to their inability to secure their creation! Pros Recurring billing, maintain customer data and ability to email invoices, incremental billing, inventory control Cons Terrible Support, condescending techs, repetitive steps to perform a single task, a glitch in the software that I could never get support to fix, am now told that my investment for my software will cease to work in just over a month! Require that I upgrade! This company is a joke, stay clear of it if you don't want to waste your money and resources! Review Source Similar Products Featured ## Send me user reviews about this product ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox.