# Chase Software Reviews 2026. Verified Reviews, Pros & Cons | Capterra > Is Chase Software the right Job Costing solution for you? Explore 77 verified user reviews from people in industries like yours to make a confident choice. Source: https://www.capterra.com/p/206180/Chase-Software/reviews --- Chase Software 4.7 (77) [View alternatives](https://www.capterra.com/p/206180/Chase-Software/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 Chase Software Ease of use 4.6 Customer Service 4.8 ## Pros and Cons in Reviews LM Lilia M Bilingual Insurance AgentInsurance, 51 - 200 employeesUsed the software for: 6-12 months. “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“ December 14, 2023 OM Octavia M Admin ManagerDesign, 2 - 10 employeesUsed the software for: More than 2 years. “Had a bad experience with invoice template but support team managed to sort the problem as quickly as they could.“ November 17, 2022 NS Noluthando S Financial AccountantSports, 11 - 50 employeesUsed the software for: More than 2 years. “So far the system is working best for finance, as we get to see when jobs are finished and get to prompt the production people that jobs need to be closed.“ July 7, 2022 BA Belinda A FINANCIAL MANAGERMarketing and Advertising, 11 - 50 employeesUsed the software for: More than 2 years. “Some of the reports are not set-up properly, has incorrect values.“ May 10, 2023 SS Shandrika S Debtors SpecialistMarketing and Advertising, 51 - 200 employeesUsed the software for: More than 2 years. “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!.“ November 14, 2023 MP Megan P Chief Operations Director Marketing and Advertising, 11 - 50 employeesUsed the software for: More than 2 years. “After some time, they did do this but then filled it in incorrectly, this messed up our figures.“ February 14, 2023 MH Mike H OwnerGraphic Design, Self-employedUsed the software for: More than 2 years. “The reports function is exceptionally helpful - especially viewing time spent on jobs by client within a specified timeframe.“ May 5, 2023 MH Mike H OwnerGraphic Design, Self-employedUsed the software for: More than 2 years. “I don't use the software to its maximum efficiency, thus unsure of what is lacking.“ May 5, 2023 ## Showing most helpful reviews Showing 1-25 of 77 Reviews Sort by: Most Helpful Rating Company Size Reviewer's Role Length of Use Frequency of Use VR Verified Reviewer Financial Manager Warehousing Used the software for: 2+ years ### "Chase review" June 28, 2022 5.0 Great experience Pros Ease of use and training availabity. Also the quick response times from the help desk. Cons Chase conversion to Excel not 100% user friendly Alternatives considered [SAP Concur](https://www.capterra.com/p/380/Concur-Expense/) Reason for choosing Chase Software Pricing more competitive than other products. Switched from [Pastel](https://www.capterra.com/p/176456/Pastel/)[Microsoft Excel](https://www.capterra.com/p/176574/Excel/) Moved to digital platform for ease of you and that chase can be accessed anywhere in the world. Review Source Response from Chase Software August 18, 2022 Hi. Thank you for taking the time to complete our review. We aim to keep our service and product offering on a 10/10 level. Please reach out if your satisfaction level ever changes. We welcome any Chase related requests or queries. Enjoy the remainder of your day. Regards, The Chase Team. JJ Janine J. Finance & Operations Design Used the software for: 2+ years ### "Fountainhead Design" October 13, 2020 5.0 We have been using Chase for a few years now, the support is superb, the Chase team is hands on and always willing to look at alternative solutions. The overall package works well for timesheet keeping, job profitability and building a history of clients and jobs.We moved to a different system but that never worked for our business and moved back to Chase. I would recommend Chase to anyone. Pros Very user friendly. The system works in all spheres of the business and allows you to have a overall view of all jobs in the system. The finance features are great when pulling financial reports it integrates effortlessly with our accounting package. Cons Currently there are features that we chose not to use on the system but the ones we do use we don't have any issues with. Switched from [Magnetic](https://www.capterra.com/p/154323/Magnetic/) Magnetic was a fairly new product when we switched and unfortunately we ran into a few issues with the software hence the return to Chase Software. Review Source Response from Chase Software November 13, 2020 Hi Janine Thanks for your kind words and a great review. It's great to have you back with us at Chase, we can't wait to share our new releases with you in the coming months. DB Dominique B. AOCM Marketing and Advertising Used the software for: Less than 6 months ### "From Podio to Chase" January 12, 2023 3.0 Overall it's been a great experience, although it is still early days. Pros Once we had a better idea of workflows and controls, it was easy to implement and the transition over from our previous tool was simple. We didn't have a staggered roll out. Instead everyone got onboard quickly and started testing and using the software and it's features immediately. The level of support that we got was also really great in terms of the software, however there was a lot of leg work required before we could start transitioning Cons Not having a collaboration aspect to it. Reason for choosing Chase Software Price and constructive controls Switched from [Podio](https://www.capterra.com/p/128631/Podio/) To have integrated media, creative and finance. Review Source AK Angelique K. Operations Manager Marketing and Advertising Used the software for: 1-2 years ### "Chase Software Unpacked" September 9, 2020 5.0 Overall we have seen an increase in effeciency, with proper training and process flows we have seen how it can show us problems and help us solve them before they become bigger issues. As with all software the data you put in is what you get out, so ensuring that your staff put the data in is key. Pros The features I like the most about Chase Software are the ease of use once you know and understand how the system works. The data that it gathers is really great and when you use Chase with Insight it offers some powerful analytics to help make business decisions. Cons The Con for me with this software is the set-up. You need to set it up really well in the beginning to get the data you need and if you are a company still figuring your business model or process flows out this can trip you up. Alternatives considered [Magnetic](https://www.capterra.com/p/154323/Magnetic/) Reason for choosing Chase Software It had more robust reporting than the other software we looked at and it was important to gain information from the software to assist the business. Review Source Response from Chase Software November 13, 2020 Hi Angelique Thanks for sharing such a thoughtful response with us. It's great to know you chose us and that all your hard work in setting up the system has paid off. As always, if there's anything we can do to help please get in touch and we'd be glad to be of assistance. EP Emilia P. Customer support Construction Used the software for: 6-12 months ### "Honest opinions" September 4, 2024 4.0 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 KH Kimberly H. Personal Trainer Health, Wellness and Fitness Used the software for: 2+ years ### "Chase the dream" August 24, 2024 5.0 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 MM Muriithi M. Accountant Marketing and Advertising Used the software for: 2+ years ### "A feature filled tool for total control over your advertising agency with great support" June 21, 2022 5.0 \- Chase endured we made what we expected to - In the few instances we had variances they were more often favourable than not i.e. where we spent less than we expected - Chase allows us to analyze our data. We know how much we make or lose from different clients, services, types of clients - The thousands of job data in our control makes for a good basis for decision making Pros \- Job budgeting and variance analysis: We always know what we expected to make and what varied from the expectation - I loved using the cost estimate because it integrated billing to clients and receiving supplier invoices. We rarely incurred unexpected costs as the cost estimate provides oversight of the budget. - Profitability modelling(on a job by job basis) - It had multiple features giving the user options in modelling its usage for their agency Cons \- Integration took a while. It wasn't easy to learn in my opinion. In all fairness it could have been my lack of experience at the point that made the implementation harder. But once it was implemented our operations were really structured and data oriented. Over 9 years we have used to it manage thousands of jobs. Reason for choosing Chase Software Our accounting software partner Sage convinced us to try them Review Source Response from Chase Software August 18, 2022 Hi Muriithi. Thank you for taking the time to complete our review. You're right. The value of knowing what to expect from estimated vs actual cost in the form of automated variances can't be overstated. Data captured in Chase does exactly that, it empowers you to make informed business decisions. Please reach out if your satisfaction level ever changes. We welcome any Chase related requests or queries. Enjoy the remainder of your day. Regards, The Chase Team. ED Eunice D. Account & Production Manager Marketing and Advertising Used the software for: 2+ years ### "Eunice @ TQ Review" March 14, 2022 5.0 In the 9yrs I've worked with Chase. I'm a happy costumer and recommend it to most businesses. I absolutely adore it and I'm a Chase Campion today thanks to support and our lovely Chase Account Manager\[SENSITIVE CONTENT\]. Pros Reporting is amazing, Timesheet management, CE's, Chase Notes. Cons OMG! the Traffic White. Is there no way that Chase can simplify this looking at other softwares like Monday.co, Trello, Asana etc. Have basic similarities or something. Review Source Response from Chase Software March 18, 2022 Hi Eunice Thank you for your rating and overall positive review. We intend to keep you a happy customer for many years to come. We acknowledge your listed cons, in fact, it's something we've been working on. When our newer product is ready for release your account manager will definitely be in touch. Happy Chasing! CK Christobel K. Account Manager Marketing and Advertising Used the software for: 2+ years ### "Excellent software! " November 13, 2023 5.0 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 SS Shandrika S. Debtors Specialist Marketing and Advertising Used the software for: 2+ years ### "Due Dilligence " November 14, 2023 5.0 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 LM Lilia M. Bilingual Insurance Agent Insurance Used the software for: 6-12 months ### "Chase is a very good tool " December 14, 2023 5.0 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 MK Melanie K. Head Template Division Design Used the software for: 2+ years ### "Chase training" November 3, 2022 4.0 Resource planning is becoming more important. Costing and billing is great and works very well. Time tracking is user dependent so trying to work on that. Reporting is great Pros Yes it is easy to use. One has to explore as there is a lot of functionality that doesnt get used Cons More integration with teams - it would be helpful for task to go to planner in teams Switched from [Magnetic](https://www.capterra.com/p/154323/Magnetic/) Need more reporting ability Review Source SB Salome B. COO Marketing and Advertising Used the software for: 2+ years ### "The Cheese Has Moved" August 23, 2021 5.0 Excellent! Love Chase! Can't run our business without it. Pros At any given time, I can have a full overview of jobs in the system, money outstanding, cool reporting... Cons When you put a complicated brief in with photos and emails with pics from client - and you copy and paste - it sometimes doesn't display the content nicely (blank with red cross). Reason for choosing Chase Software n/a Review Source JV Jessica V. Business Director Marketing and Advertising Used the software for: 2+ years ### "Love Chase - don't know what I'd do without it! " May 5, 2023 5.0 Pros Easy to use and reliable. I like how flexible it is. Cons Loading time is fairly long when opening Chase in browser. Review Source MN Matin N. Client Services Director Marketing and Advertising Used the software for: 2+ years ### "Review" March 16, 2022 5.0 Pros Time tracking and relationship through to invoicing, Consistency of application Cons Features are all there - finding them can sometimes be a challenge Review Source DL Danielle L. Operations & Finance Assistant Marketing and Advertising Used the software for: 6-12 months ### "Chase Software" October 21, 2022 5.0 My experience has been exceptional Pros Easy to use with the best user guide for new users! Cons Export errors - if it can integrate with Sage Reason for choosing Chase Software They always resolve any query and always willing to assist Review Source RV Ray V. Client Service Director Graphic Design Used the software for: 1-2 years ### "Chase Management" November 3, 2022 4.0 Can be very complex and user experience can be improved. Feels like Chase got stuck in the 90s Pros Comprehensive and detailed. Can handle complexity of information. Cons Not that user friendly and user experience, design and overall look is outdated Reason for choosing Chase Software It was what the company used Review Source ML Martine L. Production Units Director Marketing and Advertising Used the software for: 2+ years ### "Chase software review" September 9, 2020 4.0 Chase is a good all-in-one solution. Pros The software is user friendly and pretty simple. Once one has a basic understanding - one is able to navigate the basics with ease. Cons The reporting is glitchy and takes quite a bit of playing around to get what one requires. Once a work type or task is added, it remains forever, even if it has been made obsolete. A system clean up would be great, if it were able to be done. The "upgrades" that were promised are still "pending" as regards to a presentation last year Reason for choosing Chase Software Not at the time Review Source Response from Chase Software March 12, 2021 Hi Martine Thanks for your feedback, it is much appreciated. We'll be in touch to understand how we can help you clean up your work and task types. LS Lise S. Operations Manager Design Used the software for: 2+ years ### "Great Software" June 21, 2021 5.0 Chase is a great tool for our business... couldn't imagine life without Chase! Pros We have a snapshot at all times of what is happening in our business. Cons Would be great if the Insights were included in the chase package and not a separate add-on that needs to be purchased. Review Source Response from Chase Software June 23, 2021 Thanks for your positive feedback Lise, we are pleased that Chase has become integral to your business! We will continue to ensure that Chase meets your business needs as you grow. All the very best from our team to yours! ZA Zara A. Traffic Manager Marketing and Advertising Used the software for: 2+ years ### "Review of Chase Software" September 8, 2020 4.0 Pros Being able to task against a CE and keep track of hours through an automated robot system. Being able to create templates out of repeat documents so that you don't have to constantly recreate the same document. Cons Better reporting documentation like full job profitability. Review Source Response from Chase Software September 15, 2020 Hi Zara You'll be pleased to know that Chase has a full business intelligence suite available as part of Chase Insight, covering detailed job profitability and various other reporting areas. Drop us a mail or visit https://www.chasesoftware.biz/chase-insight if you'd like more info on this. We'd be happy to help you get the most out of Chase! TM Thabiso M. Accountant Media Production Used the software for: 6-12 months ### "Hands On" November 14, 2023 5.0 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. Review Source NM Noah M. Business Developer (Senior Consultant) Financial Services Used the software for: 1-2 years ### "Partnering towards greatness." March 9, 2022 5.0 Pros The customer service we have received has been world class. Cons There are no specific requirements that come to mind. Review Source JK Jason K. MD Marketing and Advertising Used the software for: 2+ years ### "Review" September 11, 2020 4.0 Overall Chase is exactly what we require as a business. I do believe the UI should match the UX and be brought up to date. Pros Logical process flow with good gate processes. Aligned to our business requirements. Cons Formatting text in Briefs etc. Navigation is dated Review Source Response from Chase Software November 13, 2020 Hi Jason Thanks for sharing your feedback with us, much appreciated. We're hard at work developing new releases which we know you'll be excited about. As soon as we're ready to share you'll be the first to know. TH Tanita H. Accountant Marketing and Advertising Used the software for: 2+ years ### "Great software" September 4, 2020 4.0 Good experience. Pros Easy to use, gives all information required, good support. Cons Once something is deleted, cannot be reversed. Review Source Response from Chase Software October 15, 2020 Thanks for your feedback, Tanita. Genevieve has passed on your suggestion to the development team for review. We appreciate the feedback and hope you continue to enjoy working with Chase. GP Gloria P. Traffic Manager Marketing and Advertising Used the software for: 6-12 months ### "The Best and Friendly Software " September 10, 2020 5.0 I have had a good experience so far. no complaints so far. Thank you Pros Chase has helped us with the daily running of or company ! We used to be all over with no system, missing important deadlines and all. Thank God I introduced Chase :) Cons Nothing really! It was abit of a hustle at 1st. like any other new software. but you start using it everything is smooth. Review Source Response from Chase Software November 13, 2020 Thanks for your positive feedback Gloria, we love working with you and the team at Excellerate! 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.