---
title: "Chase Software Pricing, Alternatives & More 2026 | Capterra"
description: "With the help of Capterra, learn about Chase Software - reviews, pricing plans, popular comparisons to other Job Costing products and more."
source_url: "https://www.capterra.com/p/206180/Chase-Software/"
page_type: "product"
language: "en"
---

# 

 Chase Software Review 2026: Features, Integrations, Pros & Cons

Last updated on August 26, 2026

Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team.

[Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[FAQs](#faqs)[Features](#features)[Pricing](#pricing)[Support](#support)[Reviews](#reviews)

Chase Software

## What is Chase Software?

Chase delivers a single system with end-to-end solutions worldwide; enabling marketing companies to unlock their full potential and focus. Our cloud-based systems ensure secure, and digitized processes accessible worldwide and allows for role-tailored user setup and processes. Features include resource management, job costing, workflows and approvals, timesheet automation, invoicing and orders, capacity planning, retainer management, forecasting, and insightful business intelligence.

## What is Chase Software used for?

[Advertising Agency](https://www.capterra.com/advertising-agency-software/)[Job Costing](https://www.capterra.com/job-costing-software/)[Time Tracking](https://www.capterra.com/time-tracking-software/)

Top alternative

Featured

Overall rating

Based on 78 user reviews

Reviews sentiment

Positive

96%

Neutral

4%

Negative

0%

Starting price

ZAR17.5

Per User, Per Month

Free trial  
not available

Free version not included

Capterra Shortlist charts the highest-rated and most popular products...

Our "Best of" badge program showcases products with the highest ratings...

Our "Best of" badge program showcases products with the highest ratings...

Do you work for Chase Software?[Manage this product listing](https://digitalmarkets.gartner.com/get-listed/claim-bx?url=http://www.chasesoftware.com&name=Chase Software)

## Compare with a popular alternative

Capterra selects software alternatives based on relevant features, verified user reviews and user interactions. Placement may be influenced by client status.

### Chase Software

4.7 (78)

VS.

[4.6 (1,476)](https://www.capterra.com/p/127994/Jobber/reviews/)

Starting Price

ZAR17.5

Per User, Per Month

Starting Price

$39

Flat Rate, Per Month

Free Trial

Free Version

Pricing Options

Free Trial

Free Version

Ease Of Use

4.6 (78)

Ease Of Use

4.6 (835)

Value For Money

4.7 (65)

Value For Money

4.4 (775)

Customer Service

4.9 (74)

Customer Service

4.6 (793)

## Chase Software alternatives

[Contractor Foreman](https://www.capterra.com/p/166113/Contractor-Foreman/)

[4.5 (835)](https://www.capterra.com/p/166113/Contractor-Foreman/reviews/)

Starting price

$49.00

Per User, Per Month

Pricing Options

Free Trial

Free Version

User Rating

92%

of reviewers

rated it above 4 stars

[Learn More](https://www.capterra.com/p/166113/Contractor-Foreman/)

[BusyBusy](https://www.capterra.com/p/132787/busybusy/)

[4.5 (441)](https://www.capterra.com/p/132787/busybusy/reviews/)

Starting price

$9.99

Per User, Per Month

Pricing Options

Free Trial

Free Version

User Rating

93%

of reviewers

rated it above 4 stars

[Learn More](https://www.capterra.com/p/132787/busybusy/)

Highest Rated

[Synergist](https://www.capterra.com/p/124869/Synergist/)

[4.7 (41)](https://www.capterra.com/p/124869/Synergist/reviews/)

Starting price

$13.00

Per User, Per Month

Pricing Options

Free Trial

Free Version

User Rating

95%

of reviewers

rated it above 4 stars

[Learn More](https://www.capterra.com/p/124869/Synergist/)

[ServiceTitan](https://www.capterra.com/p/150053/ServiceTitan/)

[4.3 (339)](https://www.capterra.com/p/150053/ServiceTitan/reviews/)

Starting price

Contact vendor for pricing

Pricing Options

Free Trial

Free Version

User Rating

84%

of reviewers

rated it above 4 stars

[Learn More](https://www.capterra.com/p/150053/ServiceTitan/)

[View all alternatives](https://www.capterra.com/p/206180/Chase-Software/alternatives/)

## FAQs about Chase Software

Overview

### What problems does Chase Software solve?

Chase Software helps teams eliminate scattered project information, manual job tracking, and disconnected finance workflows by keeping briefs, estimates, timesheets, invoices, and reports in one system. Creative agencies, project managers, finance teams, and operations staff use it to manage resources, track profitability, find historical job records, and onboard users quickly with responsive support.

Answer based on 59 reviews

Overview

### Which roles and teams benefit most from Chase Software?

Chase Software is most used by agency leaders, traffic and project managers, and finance teams that need tighter control over jobs, resources, and billing. Managing directors and operations leads use it for visibility and workflow oversight, while accountants, accounts staff, and account managers rely on it for budgeting, invoicing, and client delivery coordination.

Answer based on 78 reviews

Overview

### What company size and industries is Chase Software built for?

Chase Software is built primarily for small agencies, with 95% of reviewers from small businesses and 63% from Marketing and Advertising. It also serves Design firms at 13% and Graphic Design businesses at 4%, with limited adoption among midsize and enterprise companies at 3% each.

Answer based on 78 reviews

Features and Usability

### What are the key features of Chase Software?

Chase Software includes core accounting and project tracking features, with reviewers most often highlighting time tracking, timesheet management, job costing, financial reporting, and billing and invoicing. Differentiating capabilities include resource planning, cost estimates, purchase order management, and accounting integrations that connect project work to finance processes.

Answer based on 50 reviews

Integrations

### Which third-party tools and platforms does Chase Software integrate with?

Chase Software integrates with Sage Accounting, Sage 200 Evolution, Xero, QuickBooks Desktop, and ProNavigator. These integrations center on accounting and financial data exchange, including invoice exports and billing transfers from Chase Software to external accounting systems used for bookkeeping, reporting, and general ledger processes.

Answer based on 15 reviews

Getting Started and Support

### What training and onboarding options does Chase Software offer?

Chase Software provides in person training, live online sessions, documentation, and videos to help teams get started. In person and live online options support guided instruction, while documentation offers written reference material and videos provide visual walkthroughs for self-paced learning and review.

Answer based on 4 reviews

Getting Started and Support

### What customer support options does Chase Software offer, and how do users rate the experience?

Chase Software offers email/help desk, a knowledge base, phone support, and chat. Users generally describe support as fast, accessible, and helpful, with quick responses, effective issue resolution, training assistance, and guidance during setup. Some users report recurring technical issues, occasional dropped calls, and a need for more flexible help options.

Answer based on 50 reviews

Features and Usability

### How well does Chase Software handle job and time tracking?

Chase Software gives teams one place to track jobs, billable time, documents, supplier activity, and work progress. Creative agencies, finance teams, and studio managers often find the timer, task tracking, and resource planning helpful, though some users mention occasional tracker glitches, weaker expense tracking, and a learning curve for consistent time capture.

Answer based on 24 reviews

Features and Usability

### How good is Chase Software for reporting?

Chase Software delivers useful operational and financial reporting for job costs, time spent, billing, and month-end reviews. Marketing teams, finance users, and in-house agencies often like the customizable reports and client-specific views, though some users mention occasional report errors, slow performance, and deeper analytics living in a separate module.

Answer based on 19 reviews

## Features

AI summary

Based on 1,374 Job Costing reviews

Capterra data shows that buyers of job costing software rank the following features as their top priorities:

-   **Billing & Invoicing** (**62%** of reviewers rated this feature as critical)
-   **Timesheet Management** (**54%**)
-   **Quotes/Estimates** (**64%**)

Chase Software supports all three of the features reviewers value most: **Billing & Invoicing**, **Timesheet Management**, and **Quotes/Estimates**. Together, these capabilities help businesses create accurate quotes, track labor time more effectively, and manage billing from estimate through payment, allowing teams to keep projects on budget and improve financial visibility.

Billing & Invoicing

4.7 (23)

69.57% of 23 reviewers that rated this feature as important or highly important

Create, manage, and send invoices or bills to customers

Timesheet Management

4.7 (16)

56.25% of 16 reviewers that rated this feature as important or highly important

Track the amount of time spent on a job or task

Quotes/Estimates

5.0 (3)

100.00% of 3 reviewers that rated this feature as important or highly important

Generate quotes or estimates for customers

Time Tracking

4.5 (6)

100.00% of 6 reviewers that rated this feature as important or highly important

Measure and track time including hours worked and paid time off (PTO)

Invoice Management

5.0 (7)

100.00% of 7 reviewers that rated this feature as important or highly important

Captures invoice data and maintains comprehensive records for auditing and reporting purposes

Task Management

4.4 (18)

66.67% of 18 reviewers that rated this feature as important or highly important

Create, manage and track all task activities and progression

Chase Software 87 features

### All Features
- Access Controls/Permissions: Define levels of authorization for access to specific files or systems
- Accounting: Built-in accounting to manage ledger, accounts payable/receivable, financial reports, etc.
- Accounting Integration: Integrate with a third-party accounting system
- Activity Tracking: Track and document all activities across devices, networks, and other systems
- API: Application programming interface that allows for integration with other systems/databases
- Approval Process Control: Manage the process of evaluating documents or requests submitted for approval
- Approval Workflow: Route documents and other data through one or more stakeholders for review and approval
- Assignment Management: Assign issues and tasks based on availability or required skills
- Audit Trail: A record of all activities within the system, including user access, changes made, etc.
- Automatic Time Capture: Automate recording of time to reduce human error
- Billable & Non-Billable Hours: Track billable hours and/or non-billable expenses for work performed
- Billable Items Tracking: Track the list of items required to be billed/invoiced to clients
- Billing & Invoicing: Create, manage, and send invoices or bills to customers
- Bills of Material: Material list of manufacturing parts and associated costs
- Budgeting/Forecasting: Create budgets based on historical data and future projections
- Calendar Management: Track and manage schedules and meetings via an integrated calendar
- Campaign Management: Create a collection of marketing actions to complete specific goals and plan and analyze campaign results
- Capacity Management: Monitor service demand and performance to plan for adequate resources that meet business needs
- Change Order Management: Tracks all change orders submitted across projects and updates the budget to reflect the most recent costs
- Client Management: Manage contact details and communication with clients
- Client Portal: Private online space that lets businesses securely share documents and provide information access to clients
- Collaboration Tools: Provides a channel for team members to share AI models, media files, communicate, and work together
- Commenting/Notes: Leave comments and notes on documents for others to view
- Cost Estimating: Forecast the cost and resources required to complete a project
- Cost-to-Completion Tracking: Forecast of the expenses necessary for project completion
- Customizable Reports: Alter the layout and content of reports
- Customizable Templates: Pre-designed layouts that can be customized to match preferences and requirements
- Data Import/Export: Import and export data to and from software applications
- Deadline Management: Specify or track the date/time a project, task, etc., is due for completion
- Document Management: Store, manage, and track all electronic documents in a centralized location
- Document Storage: Store and organize documents in a centralized system
- Drag & Drop: Assemble applications and processes by dragging over and arranging pre-built components
- Email Management: Manage, store and organize emails within the system or via third-party apps
- Employee Database: Electronic storage of staff/employee contact information and job status in a centralized repository
- Employee Management: Track employee schedules, availability, and performance across projects and tasks
- Employee Scheduling: Assign working shifts or tasks to employees based on their availability
- Estimating: Estimate expected cost based on various factors before a project begins
- Expense Tracking: Monitor and record expenses such as purchases or charges incurred
- File Management: Create, save, and store files
- File Sharing: Public or private sharing of digital files such as documents, audio/video, images, and more
- Forecasting: Form predictions based on past and present data/trends
- Gantt/Timeline View: Visual representation of project's schedule, sequence and duration of tasks, benchmarks and dependencies
- Invoice Management: Captures invoice data and maintains comprehensive records for auditing and reporting purposes
- Job Management: Manage and track all job information and associated tasks
- Job Scheduling: Planning and managing the execution of tasks or jobs within a computer system, network, or other automated environments
- Job Tracking: Track and visualize the status of an ongoing job and the time spent on tasks or projects
- Multiple Billing Rates: Different tiers of pricing and billing for different employees and situations
- Multiple Projects: Ability to handle several projects simultaneously
- Offline Time Tracking: Track employee and task times without internet connection
- Online Time Tracking: Track employee and task times using internet connection
- Overtime Calculation: Manage and record overtime hours for hourly employees
- Percent-Complete Tracking: Level of completion within a task
- Prioritization: Arrange tasks based on the level of priority or urgency
- Progress Reports: Document and report the progress of ongoing projects
- Progress Tracking: Reporting on how each user, task or process has advanced since its initiation
- Project Billing: Business model that bills clients an amount based on the project/task/job performed
- Project Management: Plan and coordinate all the resources, costs and time needed to execute assignments
- Project Planning: Organize and schedule projects
- Project Planning/Scheduling: Defining the project's scope, deliverables, schedules, resources, budget, critical path, dependencies and constraints
- Project Templates: Pre-designed project plans that can be customized
- Project Time Tracking: Measure time to completion or hours worked for projects
- Project Tracking: Monitor the progress of projects from start to finish
- Purchase Order Management: Create, send, and track purchase orders and their statuses
- Quotes/Estimates: Generate quotes or estimates for customers
- Reimbursement Management: Manage compensation for out-of-pocket expenses incurred by an employee, client or another party
- Reminders: Timed notification for any upcoming task, deadline, appointment, or activity
- Reporting & Statistics: Collection, analysis, and representation of numerical data and generation of reports to understand various patterns
- Reporting/Analytics: View and track pertinent metrics to find patterns and gain insights from data
- Reporting/Project Tracking: Track task progress, milestones, delays, or other key information and generate reports on them for evaluation
- Resource Allocation & Planning: Assign available resources (human and/or non-human) to various projects and tasks
- Resource Management: Process of planning, scheduling and executing the optimal and effective use of human capital across projects
- Resource Scheduling: Allocate and manage resources, such as employees, equipment, facilities, and other assets
- Search/Filter: Search and filter data across systems to locate required information by entering keywords or certain criteria
- Status Tracking: Track the status over time for a request, process, asset, or transaction
- Task Management: Create, manage and track all task activities and progression
- Task Progress Tracking: Track the status and progress of tasks
- Task Scheduling: Track and manage the scheduling of tasks
- Template Management: Create, save, and re-purpose templates for emails, forms, etc.
- Third-Party Integrations: Set up connections to third-party platforms to improve business processes
- Time & Expense Tracking: Log and record hours worked and costs spent to assist in billing and invoicing
- Time Tracking: Measure and track time including hours worked and paid time off (PTO)
- Time Tracking by Client: Track time worked per client
- Time Tracking by Project: Track time worked per project
- Timesheet Management: Track the amount of time spent on a job or task
- Utilization Reporting: Track the frequency of asset usage
- Vacation/Leave Tracking: Request, track, and manage time off requests and vacation time
- Workflow Management: Create, design and manage workflows for repetitive tasks

---

Get Advice

We can help you find the software with the features you need.

Features

4.4 (78)

4.4

Based on 78 reviews

## Pricing

Value for money

4.7 (65)

Basic

ZAR17.50

Per User,Per Month

Value for money

4.7 (65)

4.7

Based on 65 reviews

Connect with a Capterra advisor for a free 15-minute consultation

Get a personalized software list aligned to your business needs with guidance from our expert advisors. Our team has helped 1 million+ businesses like yours find options that fit their needs.

## Support, customer service and training options

Customer Service

4.9 (74)

Support

-   Email/Help Desk
-   FAQs/Forum
-   Knowledge Base
-   Phone Support
-   24/7 (Live rep)
-   Chat

Training

-   In Person
-   Live Online
-   Webinars
-   Documentation
-   Videos

Deployment

-   Web
-   Android
-   iPhone/iPad

Typical users

-   Freelancers
-   Small businesses
-   Mid size businesses
-   Enterprises

Customer Service

4.9 (74)

4.9

Based on 74 reviews

## User reviews

Overall rating

4.7

Based on 78 reviews

Filter by rating

5(55)

4(20)

3(3)

2(0)

1(0)

Mentioned topic

Sorted by most recent

TZ

Tinashe Z.

business director

Marketing and Advertising

### "Business Director (head or Ops and clients)"

5.0

Overall Rating

5.0

5.0

Ease of Use

3.0

3.0

Features

4.0

4.0

Customer Service

5.0

5.0

Likelihood to Recommend

9/10

June 24, 2026

The platform honestly took some getting used to, and it is most effective of those who need the data rather then those who capture it. If it had a VITALITY like approach for user where they were rewarded aligned to KPis that MIGHT change their participation

Pros

Data consolidation from insights for reporting purposes and financial management. I love timesheet management even though I have not integrated that into ways of working yet.

Cons

With so much capability there are some things it can't do well yet, and I believe solving this is vital for the success of the product. if chase and make a time tracking system that is easier to use, possibly gamified, and a scheduling system that is intuitive then you will be miles ahead of the game.

Review source

Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication.

EP

Emilia P.

Customer support

Construction

### "Honest opinions"

4.0

Overall Rating

4.0

4.0

Ease of Use

5.0

5.0

Features

5.0

5.0

Customer Service

3.0

3.0

Likelihood to Recommend

7/10

September 4, 2024

Out of 10 I would give a 7 it wasn’t all bad. We just had to many issues with calls dropping or freezing.

Pros

Functions available. The ease of which we can maneuver though the program was great

Cons

The trouble shooting issues on a regular basis

Review source

Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication.

KH

Kimberly H.

Personal Trainer

Health, Wellness and Fitness

### "Chase the dream"

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

5.0

5.0

Customer Service

5.0

5.0

Likelihood to Recommend

10/10

August 24, 2024

Chase is very well organized and it is a breeze for not-to-tech-savvy people like me to use!

Pros

Chase is so easy to use and keep organized!

Cons

I had nothing that i did not like about Chase Software

Review source

Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication.

LM

Lilia M.

Bilingual Insurance Agent

Insurance

### "Chase is a very good tool "

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

5.0

5.0

Customer Service

0.0

0.0

Likelihood to Recommend

10/10

December 14, 2023

As a telemarketer I consider Chase a very good tool to make and receive calls, and also to have access to the information as needed

Pros

Pretty friendly to use. Good features to make easier the job

Cons

Nothing that I recall. Works pretty good and is easy to use

Review source

Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication.

TM

Thabiso M.

Accountant

Media Production

### "Hands On"

5.0

Overall Rating

5.0

5.0

Ease of Use

4.0

4.0

Features

4.0

4.0

Customer Service

5.0

5.0

Likelihood to Recommend

8/10

November 14, 2023

Pros

A great support function that responds within minutes of logging an issue.

Cons

It does not have a sexy interface and access to reports we would consider basic.

Switched from

[Magnetic](https://www.capterra.com/p/154323/Magnetic/)

Review source

Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication.

SS

Shandrika S.

Debtors Specialist

Marketing and Advertising

### "Due Dilligence "

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

5.0

5.0

Customer Service

5.0

5.0

Likelihood to Recommend

10/10

November 14, 2023

Exceptional support, queries dealt with in a timely manner, staff are friendly and always find a solutions Huge shout out to Hein and his team, specifically Nitesh Dumasia as well as Rovigo Theunis. Thank you guys for always being willing to assist even when it is an issue that can be resolved internally, you guys go the extra mile hence why I have taken the time to rate you!.

Pros

User Friendly Exceptional Staff Services provided when assistance required

Cons

Nothing really, I know it seems too good to be true but it is

Review source

Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication.

CK

Christobel K.

Account Manager

Marketing and Advertising

### "Excellent software! "

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

4.0

4.0

Customer Service

5.0

5.0

Likelihood to Recommend

10/10

November 13, 2023

I've been using Chase for a long time and am very familiar and comfortable with the software.

Pros

Keeping everything on one system - briefs, cost estimates, time sheets, etc. It is also easy to use.

Cons

Technical glitches now and then, however the Chase Customer Support team are easily accessible and resolve any queries promptly.

Review source

Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication.

BG

Brett G.

Financial Manager

Financial Services

### "GreymatterFinch Chase Product Review"

4.0

Overall Rating

4.0

4.0

Ease of Use

3.0

3.0

Features

3.0

3.0

Customer Service

4.0

4.0

Likelihood to Recommend

7/10

July 12, 2023

Happy overall. No issues with the produce itself. A few support issues which were dealt with effectively resulting in some great service down the line.

Pros

The customisation available (to date) has added value to operations.

Cons

It is challenging to learn (complex software).

Review source

Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication.

PM

Pamela M.

Debt Collector

Marketing and Advertising

### "Chase Feedback"

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

5.0

5.0

Customer Service

5.0

5.0

Likelihood to Recommend

10/10

May 25, 2023

A lot really, the features are just good

Pros

as a finance person, i find chase easy to use, because we get our reports done well on time. Tracking jobs costs etc

Cons

None, the product is good to use. The help option need to be a bit flexible

Review source

Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication.

CG

Candice G.

Head of Internal Operations

Marketing and Advertising

### "OLC Review"

4.0

Overall Rating

4.0

4.0

Ease of Use

4.0

4.0

Features

3.0

3.0

Customer Service

4.0

4.0

Likelihood to Recommend

6/10

May 18, 2023

Its been good.

Pros

That you are able to build more bespoke reports for our requirements. I would like to see more job related reports in the near future.

Cons

That it hangs when pulling various reports.

Reasons for choosing Chase Software

It was a requirement from one of our global clients.

Review source

Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication.

Response from Vendor

September 12, 2023

Dear Candice Thank you for your review and feedback. We're happy to hear upon follow-up and investigation by our dedicated Support Team, that the speed issue when extracting Reports is resolved.

[View all Reviews](https://www.capterra.com/p/206180/Chase-Software/reviews/)

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