# Chase Software Reviews 2026. Verified Reviews, Pros & Cons | Capterra > Is Chase Software the right Job Costing solution for you? Explore 78 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 (78) [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 4.9 ## 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 78 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. TZ Tinashe Z. business director Marketing and Advertising Used the software for: 2+ years ### "Business Director (head or Ops and clients)" June 24, 2026 5.0 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 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. KR Kim R. Project Manager Design Used the software for: 6-12 months ### "Chase Rules, others drools" March 8, 2021 5.0 The staff are friendly, they know what they are doing. A very professional and pleasant experience! Pros It's easy to use, the reporting is brilliant. Time capturing for staff is easy. Love the tracking of all docs, amendments, instructions etc - it helps give a fabulous post mortem on jobs. Search is easy Cons Some staff have had issues with locked timesheets. Reason for choosing Chase Software Having used it many times in the past, I am very happy with it's functionality. Highly recommend it to anyone who needs transparency on job margins, hours logged, profitability etc. Switched from [Xero](https://www.capterra.com/p/120109/Xero/) I've used this project at other agencies and always tried to have my new agency implement Chase. Review Source Response from Chase Software March 12, 2021 Hi Kim Thanks for sharing a great review with us! It's always lovely to hear such positive feedback from our users. JE Jared E. Account Director Marketing and Advertising Used the software for: Less than 6 months ### "Moonsport Loves Chase" February 10, 2023 5.0 Pros Chase is super easy to use and user-friendly. The support time is attentive and fast. Chase makes my life managing resources and projects very easy! Cons Expense tracking and claiming can use a bit of UI updating, Switched from [Magnetic](https://www.capterra.com/p/154323/Magnetic/) Chase is superior, and the reporting in Chase is great. I have used Chase at multiple agencies and it seems to be the best there is. Review Source 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. PM Pamela M. Debt Collector Marketing and Advertising Used the software for: 2+ years ### "Chase Feedback" May 25, 2023 5.0 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 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. JR Joanna R. Owner Apparel & Fashion Used the software for: 2+ years ### "I love how we can use this for resources" November 15, 2022 5.0 I would rate it a 9/10. Pros I love the resources available within this software. Cons I think that sometimes there are too many offerings making it feel cluttered. Review Source SD Susan D. Head of Account Management and Traffic Marketing and Advertising Used the software for: 2+ years ### "Great agency tool and superb customer service" September 9, 2020 4.0 We are very satisfied with Chase and the exceptional customer support goes a long way Pros Our entire team uses Chase on a daily basis and would be lost without it. It helps us manage the traffic in our studio and we have recently starting using Chase Insights which is assisting us in improving our profitability as an agency. Cons The integration with our accounting software was a bit challenging at the beginning Review Source Response from Chase Software November 13, 2020 Thanks for a great review, Susan. Now that everything is integrating smoothly we trust you're loving Chase as much as we do. As always, please let us know if there's anything we can do to help! MS MELISSA S. SENIOR ACCOUNT MANAGER Design Used the software for: 2+ years ### "A great project management tool" October 13, 2020 4.0 I am very happy Pros It is user friendly and easy to use. It also meets the needs as a project management tool which I require in my role. The customer service and support is also great! Cons It is not always able to integrate with other software programs that I use The interface could do with an update Review Source Response from Chase Software November 13, 2020 Hi Melissa Thanks for your feedback, we appreciate it. We'll contact you shortly to discuss the API integrations we currently offer and to find out how we might be able to make things easier for you. KC Kerry C. Head: Events and Account Management Marketing and Advertising Used the software for: 2+ years ### "We used to use Chase until a year ago" November 18, 2020 4.0 In general, it is a very good system. Pros We enjoyed the dashboard, it gave us easy access to the last files that we used From a finance perspective, pulling reports and integrating it into Pastel was very easy Cons We were not able to manage the time of the entire agency Review Source Response from Chase Software December 1, 2020 Hi Kerry Thanks for taking the time to share your feedback with us. It goes a long way in helping us improve our offer. Hopefully we'll see you back with Chase in the near future! SL Sarah L. Finance and Operations Manager Design Used the software for: 2+ years ### "Chase review" September 21, 2020 5.0 Pros Ease of use, intuitive, fast and reliable support, great reporting Cons Dont have any complaints. There is the odd occasion it is slow but that could also be connectivity issues Review Source Response from Chase Software November 13, 2020 Thanks Sarah, we appreciate your feedback. We'll be in touch to discuss ways we could improve your connectivity speeds and make things easier for you. DB Danielle B. Managing Director Design Used the software for: Less than 6 months ### "Fantastic service. Great product!" March 9, 2021 5.0 Chase have been fantastic, from my first email to guiding us through the set-up process and now, with talking us through how to get the best out of reporting for our business needs. All my queries have been speedily addressed, my staff trained and I know that should I encounter anything problematic, it gets taken seriously and resolved speedily. Pros For a design agency, this software is a perfect fit. Everything is one one place - briefs, project management, finance, suppliers. Easy to keep track of what's happening in the business with the reporting tools. Cons The interface could look a little prettier and at times is not as intuitive as I would like. Reason for choosing Chase Software It covered everything I needed, other software always underdelivered on certain aspects. I also read some negative support reviews on products researched. Review Source Response from Chase Software March 12, 2021 Thanks for taking the time to share that feedback with us Danielle! We love having you and the team on board. Similar Products Featured ## Related categories [Advertising Agency](https://www.capterra.com/advertising-agency-software/)[Project Management](https://www.capterra.com/project-management-software/)[Job Costing](https://www.capterra.com/job-costing-software/) ## 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.