Sobre Chase Software

Cloud-based systems covering everything including job costing,resource planning,workflows,invoicing,automation & business intelligence

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Puntos a favor:

It also meets the needs as a project management tool which I require in my role. The customer service and support is also great.

Contras:

There is the odd occasion it is slow but that could also be connectivity issues.

Valoraciones de Chase Software

Evaluación media

Facilidad de uso
4.6
Atención al cliente
4.9
Funcionalidades
4.4
Relación calidad-precio
4.7

Probabilidad de recomendación

9.1/10

Chase Software tiene una valoración global de 4.7 estrellas sobre 5 según las 29 opiniones de usuarios de Capterra.

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Janine J.
Finance & Operations en Sudáfrica
Diseño, 11-50 empleados
Ha utilizado el software durante: Más de dos años
Fuente de la reseña

Fountainhead Design

5 el año pasado

Comentarios: 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.

Puntos a favor:

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.

Contras:

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.

Respuesta de Chase Software

el año pasado

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.

Angelique K.
Operations Manager en Sudáfrica
Marketing y publicidad, 11-50 empleados
Ha utilizado el software durante: Más de un año
Fuente de la reseña

Chase Software Unpacked

5 el año pasado

Comentarios: 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.

Puntos a favor:

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.

Contras:

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.

Respuesta de Chase Software

el año pasado

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.

Martine L.
Production Units Director en Sudáfrica
Marketing y publicidad, 51-200 empleados
Ha utilizado el software durante: Más de dos años
Fuente de la reseña

Chase software review

4 el año pasado

Comentarios: Chase is a good all-in-one solution.

Puntos a favor:

The software is user friendly and pretty simple. Once one has a basic understanding - one is able to navigate the basics with ease.

Contras:

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

Respuesta de Chase Software

hace 10 meses

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.

Kim R.
Project Manager en Sudáfrica
Diseño, 2-10 empleados
Ha utilizado el software durante: 6-12 meses
Fuente de la reseña

Chase Rules, others drools

5 hace 10 meses

Comentarios: The staff are friendly, they know what they are doing.
A very professional and pleasant experience!

Puntos a favor:

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

Contras:

Some staff have had issues with locked timesheets.

Respuesta de Chase Software

hace 10 meses

Hi Kim Thanks for sharing a great review with us! It's always lovely to hear such positive feedback from our users.

Sally A.
Group Financial Controller en Sudáfrica
Marketing y publicidad, 1,001-5,000 empleados
Ha utilizado el software durante: Más de dos años
Fuente de la reseña

Easy to use, fully customizable

5 el año pasado

Comentarios: The Chase team have a can-do attitude. They have worked with me continuously to adapt their systems to the many changes that have arisen in our business, both on the process and reporting side. Turnaround on queries is fast and support is always available at crucial times.

Puntos a favor:

Chase makes it easy to track and control every aspect of a job: from the quoting stage, to billing, tracking suppliers' orders and payments, internal and external communication about the job and capturing of time. Everything is done in one place! Menus are easy to follow, documents are simple to look up, progress can be followed by a series of tasks and charts. Access and integration to other systems is fully customizable. This system can be configured for both small and large businesses with the desired level of control in place every step of the way.

Contras:

Currently there is a separate module for the BI portion of the product. Most general reports can be obtained directly from the main modules, but in-depth custom reports are obtained through a different module. Looking forward to when everything is available on one platform.

Respuesta de Chase Software

el año pasado

Hi Sally Thanks for your continued support and the great review you've shared with us. We're proud to be working with you and the Publicis team, and we can't wait for you to see our new releases in the near future!

Joanne E.
Traffic Manager en Sudáfrica
Consultoría de gestión, 201-500 empleados
Ha utilizado el software durante: Más de dos años
Fuente de la reseña

Great features, easy to use and customise with fantastic support

5 el año pasado

Comentarios: Excellent service and support - Chase was very willing to customise the software to meet our requirements and make our life easier

Puntos a favor:

Wow there are so many features I love - 1. The planner - giving you an overview of everyone's work 2. The timer - which allows the resource to start a clock when they begin a job and then stop it so they capture accurate time 3. The ability to link Jira - so you can do everything once

Contras:

When a resource captures the incorrect time or on the incorrect job - it is sometimes a mission to fix the time as you have to zero the time on the timesheet of the resource - you cant do it as an administrator

Respuesta de Chase Software

el año pasado

Thanks for your feedback, Joanne! Regarding your timesheet woes, Paul has been in touch to show you how our Timesheet settings allow you to easily correct or delete entries on behalf of others. If there's anything else we can do to improve your Chase experience please don't hesitate to let us know!

Varsha G.
CFO en Sudáfrica
Marketing y publicidad, 51-200 empleados
Ha utilizado el software durante: Más de dos años
Fuente de la reseña

Chase Software Review

5 el año pasado

Comentarios: Very Good. I have used it across multiple agencies that I have worked at.

Puntos a favor:

I personally find it to be very user friendly. I also like that is has the ability to make the product bespoke hence allowing us to meet each clients specific needs. I also find the support and turnaround exceptional. We have manged to customize our reports to meet clients needs.

Contras:

The only con I can think of the moment is that it does not allow me to add each clients discount structure individually but we are working on that.

Respuesta de Chase Software

el año pasado

Thanks Varsha, we appreciate your feedback and will continue working with you to improve wherever we can.

Michelle B.
General Manager en Sudáfrica
Marketing y publicidad, 11-50 empleados
Ha utilizado el software durante: Más de dos años
Fuente de la reseña

TAKE TIME TO LEARN THIS SOFTWARE TO ITS FULL POTENTIAL

4 el año pasado

Comentarios: We have been using Chase for over 10 years and only just started using it for billing Client and capturing suppliers as well as integrated it with our PAstel Accounting .
Cant believe we didn't do this sooner, it has saved us time and printing a forest.

Puntos a favor:

Chase software can be used to administer all jobs from beginning to end eg. From Cost Estimate to Billing Client and then financial reporting. So many functions. A great feature is that it can be integrated with accounting packages. Support is super efficient.

Contras:

Although it is user friendly it could be a little more colourful.

Respuesta de Chase Software

el año pasado

Thanks Michelle, it's great to hear you're enjoying the finance features you've started making use of lately. If you're ever looking for more information about other features we recommend using then feel free to get in touch. We'd be glad to help!

Zara A.
Traffic Manager en Sudáfrica
Marketing y publicidad, 51-200 empleados
Ha utilizado el software durante: Más de dos años
Fuente de la reseña

Review of Chase Software

4 el año pasado

Puntos a favor:

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.

Contras:

Better reporting documentation like full job profitability.

Respuesta de Chase Software

el año pasado

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!

Lise S.
Operations Manager en Sudáfrica
Diseño, 11-50 empleados
Ha utilizado el software durante: Más de dos años
Fuente de la reseña

Great Software

5 hace 7 meses

Comentarios: Chase is a great tool for our business... couldn't imagine life without Chase!

Puntos a favor:

We have a snapshot at all times of what is happening in our business.

Contras:

Would be great if the Insights were included in the chase package and not a separate add-on that needs to be purchased.

Respuesta de Chase Software

hace 7 meses

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!

Andre H.
CEO en Sudáfrica
Marketing y publicidad, 2-10 empleados
Ha utilizado el software durante: Más de dos años
Fuente de la reseña

Overview

5 el año pasado

Comentarios: Would never consider changing. We do ALL our finances and CE's for al our businesses on CHASE. Get really great support and willingness to embrace recommendations from Genevieve.

Puntos a favor:

The service and support is fantastic. Being able to switch between my various businesses on the same page is great. Copy and paste functionality is a great time saver.

Contras:

The dashboard leaves much to be desired and needs updating to a more user friendly interface. The settings menu is also confusing and difficult to use to access the many great features that you offer.

Respuesta de Chase Software

el año pasado

Thanks for your feedback, Andre. Genevieve has been in touch to share a bit more about our plans to improve the dashboard and we hope that you'll be excited with our new release! We appreciate the feedback and hope you continue to enjoy working with Chase.

Belinda A.
Financial Manager en Sudáfrica
Marketing y publicidad, 11-50 empleados
Ha utilizado el software durante: Más de dos años
Fuente de la reseña

CHASE

5 el año pasado

Comentarios: Benefits is annual reports per client who have different year end cycles

Puntos a favor:

The user interface is exceptionally easy to navigate and reporting is a pleasure. Integration with existing business processes is a walk in the park.

Contras:

would like multiply general ledger account options when exporting

Respuesta de Chase Software

el año pasado

Thanks Belinda, appreciate your feedback. We're always working on improving our accounting export functionality and welcome your ideas! Gen has been in contact to assist with the setup of multiple GL accounts with your exports. We appreciate the feedback and hope you continue to enjoy working with Chase.

Susan D.
Head of Account Management and Traffic en Sudáfrica
Marketing y publicidad, 11-50 empleados
Ha utilizado el software durante: Más de dos años
Fuente de la reseña

Great agency tool and superb customer service

4 el año pasado

Comentarios: We are very satisfied with Chase and the exceptional customer support goes a long way

Puntos a favor:

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.

Contras:

The integration with our accounting software was a bit challenging at the beginning

Respuesta de Chase Software

el año pasado

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!

Thembi S.
Finance Manager en Sudáfrica
Marketing y publicidad, 11-50 empleados
Ha utilizado el software durante: Más de dos años
Fuente de la reseña

Experience with Chasesoftware

5 hace 2 días Nuevo

Comentarios: Chase is a very good system if you know how to use it. One can pull different reports and track all figures on the system.

Puntos a favor:

The system is accessible anywhere and everywhere. Chase support staff are so helpful and always available to help with any problem. Problems are solved instantly.

Contras:

There is nothing. Chase system is great.

Melissa S.
SENIOR ACCOUNT MANAGER en Sudáfrica
Diseño, 11-50 empleados
Ha utilizado el software durante: Más de dos años
Fuente de la reseña

A great project management tool

4 el año pasado

Comentarios: I am very happy

Puntos a favor:

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!

Contras:

It is not always able to integrate with other software programs that I use The interface could do with an update

Respuesta de Chase Software

el año pasado

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.

Amanda S.
MD en Sudáfrica
Marketing y publicidad, 11-50 empleados
Ha utilizado el software durante: Más de dos años
Fuente de la reseña

CHASE USER EXPERIENCE AND SERVICE

5 hace 6 meses

Comentarios: There are a number of similar systems available but what sets Chase apart is the outstanding support and client service offered.

Puntos a favor:

The Chase team assisted us by delivering a seamless integration into our accounting system. The billing system from CE, to Po, Invoicing, recon statements etc is extremely useful.

Contras:

The system is easy to use and new users enjoy excellent training from the Chase team, removing risk and any concerns from the process.

Willa V.
Production Manager en Sudáfrica
Marketing y publicidad, 11-50 empleados
Ha utilizado el software durante: Más de dos años
Fuente de la reseña

For ease of mind

5 el año pasado

Comentarios: While working from home during the pandemic, staff members could access the files and all know what is happening on each and every job.

Puntos a favor:

This software is like a one-stop-shop. It runs the project from start to finish. It is easy to use. It integrates well with other programs, like Pastel and Dropbox.

Contras:

At this stage does not generate statements.

Respuesta de Chase Software

el año pasado

Thanks Willa. We'd be happy to help you create the customer statement reports you're looking for from Chase.

Kerry C.
Head: Events and Account Management en Sudáfrica
Marketing y publicidad, 11-50 empleados
Ha utilizado el software durante: Más de dos años
Fuente de la reseña

We used to use Chase until a year ago

4 el año pasado

Comentarios: In general, it is a very good system.

Puntos a favor:

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

Contras:

We were not able to manage the time of the entire agency

Respuesta de Chase Software

el año pasado

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!

Jason K.
MD en Sudáfrica
Marketing y publicidad, 11-50 empleados
Ha utilizado el software durante: Más de dos años
Fuente de la reseña

Review

4 el año pasado

Comentarios: 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.

Puntos a favor:

Logical process flow with good gate processes. Aligned to our business requirements.

Contras:

Formatting text in Briefs etc. Navigation is dated

Respuesta de Chase Software

el año pasado

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.

Salome B.
COO en Sudáfrica
Marketing y publicidad, 11-50 empleados
Ha utilizado el software durante: Más de dos años
Fuente de la reseña

The Cheese Has Moved

5 hace 5 meses

Comentarios: Excellent! Love Chase! Can't run our business without it.

Puntos a favor:

At any given time, I can have a full overview of jobs in the system, money outstanding, cool reporting...

Contras:

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).

Shirley estor V.
Traffic and Production Manager en Sudáfrica
Diseño, 11-50 empleados
Ha utilizado el software durante: Más de dos años
Fuente de la reseña

Review for Chase Software

5 el año pasado

Puntos a favor:

Chase is very user friendly. Easy to learn and each to pull all required reports. All function on Chase is easy to access and implement.

Contras:

Chase covers all the function I need to implement and to do my job in Traffic and Production

Respuesta de Chase Software

el año pasado

Thanks Shirley, we're glad to hear you're getting everything you need from Chase!

Sarah L.
Finance and Operations Manager en Sudáfrica
Diseño, 11-50 empleados
Ha utilizado el software durante: Más de dos años
Fuente de la reseña

Chase review

5 el año pasado

Puntos a favor:

Ease of use, intuitive, fast and reliable support, great reporting

Contras:

Dont have any complaints. There is the odd occasion it is slow but that could also be connectivity issues

Respuesta de Chase Software

el año pasado

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.

Tanita H.
Accountant en Namibia
Marketing y publicidad, 11-50 empleados
Ha utilizado el software durante: Más de dos años
Fuente de la reseña

Great software

4 el año pasado

Comentarios: Good experience.

Puntos a favor:

Easy to use, gives all information required, good support.

Contras:

Once something is deleted, cannot be reversed.

Respuesta de Chase Software

el año pasado

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.

Michelle R.
Production & Traffic Manager en Sudáfrica
Diseño, 11-50 empleados
Ha utilizado el software durante: Más de dos años
Fuente de la reseña

Michelle's Chase Review

5 el año pasado

Comentarios: I really like the invoicing system. Its fast and efficient.

Puntos a favor:

Chase is easy to navigate & super easy to use.

Contras:

The search functions took a while to get used to but once you know how its great.

Respuesta de Chase Software

el año pasado

Thanks for taking the time to share your feedback with us, Michelle!

Danielle B.
Managing Director en Sudáfrica
Diseño, 2-10 empleados
Ha utilizado el software durante: 1-5 meses
Fuente de la reseña

Fantastic service. Great product!

5 hace 10 meses

Comentarios: 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.

Puntos a favor:

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.

Contras:

The interface could look a little prettier and at times is not as intuitive as I would like.

Respuesta de Chase Software

hace 10 meses

Thanks for taking the time to share that feedback with us Danielle! We love having you and the team on board.