AccuLynx Reviews

Solid CRM

Pros:

Functionality Ordering Estimates Tracking of customers

Cons:

Inability to add pictures/ reports to contract worksheet

Alternatives Considered: JobNimbus

Reasons for Switching to AccuLynx: Comfort and Familiarity

Integrations that ACTUALLY work

Comments: I enjoy it. No CRM will ever be perfect for an organization unless you have a clear vision and 1-2 mil to drop on sales force enterprise/proprietary software. The opensource, integrative platform paired with a simplistic setup makes it hard to beat.

Pros:

The biggest difference relative to the competitors we have used in the past is the ease of integration. JobNimbus was the software we used before, and almost every promised integration could not be implemented or required significant back-end work to do so. AccuLynx makes it very easy to integrate other systems into itself. You can genuinely use AccuLynx for damn near everything. Books will still need to be fully reconciled in QuickBooks, and last-minute changes to orders still require a phone call. But otherwise, this thing hits the nail on the head. For leaner companies, its simple open-source concept allows us to adjust and maneuver quickly.

Cons:

The only cons are the field app and the cost (relative to some competitors). It is definitely a premium product, and the price reflects that. To our company, that cost is offset by the software's efficiency and its ability to cross-communicate throughout the organization. The field app needs to be remade in its entirety. It's glitchy and inconsistent. Not ideal when you're in a pinch.

Becoming a slick system but also is less customizable every year

Comments: It's a good program if you only price on a markup basis and if you have very little labor line items and are in the US.

Pros:

Can access anywhere. Clean and visually easy to find the information you need on a screen (compared to many other programs) Now able to control how measurement numbers are used to generate material and labor quantities. (used to be a limited feature) Eagle views can be imported directly into estimates and orders. Estimates can transfer directly to orders. Some control of file workflow Some ability to group multiple jobs under one homeowner. Can create estimate off of mobile device. If you are a US company there is integration available with Major suppliers. Support is quick to get to problems.

Cons:

The longer we stay with the program the less control we have over the way estimates, orders, and jobs are handled. New updates have made having a standard price list practically impossible within the program. By this I mean they are pushing for all quotes to be based on cost and Margin. This causes problems when there are agreed or dictated rates for work with insurance companies and contractors. Some manual over-ride of cost to state the preferred charge per unit is available but this causes job cost breakdown further down the line with the order process. Emails directly from the program are possible but are unreliable. Easily one third of the recipients will have the acculynx email end up in a spam filter and quotes are easily missed until an owner adds us to a safe list. This problem doesn't exist when emailing from our regular gmail. Any change in email subject line while replying will cause the email to be lost by acculynx. Despite being able to indicate who the primary owner and the sales owner are on a job, generating a sales report allocates all sales to the person listed as the sales owner. Should you have a production manager who would take on the job as primary owner the sales rep will no longer show this job as credited towards their sales. Effectively making either the sales or primary owner categories useless and sales reports inaccurate. Recent program changes have removed the ability to have labor and material applied to one item. They must now be show separate. Their assumption is that only one or two labor items will be used for a roofing job, siding job, etc. If you have labor rates for underlayments, accessories, flashings it becomes cumbersome to always ensure these items are added to every estimate and results in an overly wordy estimate.

Bringing my team up to speed with AccuLynx

Pros:

The app has boatloads of features. I have been using it for years and I'm still finding more features that make my job easier!

Cons:

The mobile apps could use a little bit of a tune-up.

New Company - learning how to use it

Comments: It’s a good system that I must have. I’m a little more critical as I’m still a small company so the little hiccups take a lot of my time away from generating leads

Pros:

Once I can get all of my AccuField issues resolved I think it will be much better. Again the organization is great. Pricing from ABC and Beacon is not 100% complete and I cannot find a lot of things from their catalogue

Cons:

My accufield is hard to use. I also with CompanyCam could get set up to have my reports saved in the project folders. It’s a manual process right now. Using the documents for signatures is expensive. If it were not as much I’d love to consider it.I also don’t get notifications from the texts I get from my customers through the texting feature. I need help with get that figured out.

Alternatives Considered: Jobber

Reasons for Switching to AccuLynx: Word of mouth from a company called Columbus Roofing Co. They insisted I use acculynks

AccuLynx Review

Comments: It has been a challenge to say the least. The transfer of data did not happen as smoothly as anticipated, documents and pictures had to be manually entered for each lead once transferred. We are slowly working on entering the information we need.

Pros:

I do like the ease of entering leads, ability to order materials and that you can see where the crew is at.

Cons:

I don't like that messages are not removable. Sometimes notes in the system need to be changed and messages is the only place to create notes. I don't like that I am not able to see if the email recipient has opened the email or not, with our last crm we were able to see if the email was opened, clicked etc. I don't like that if I have a task/event/calendar meeting that I have attached multiple people to, I have to edit each individual task if something changes, it doesn't allow me to edit all events at one time.

Acculynx review

Comments: We are able to get high quality reports and estimates to our customer quickly as well as organization of our business flow

Pros:

It’s simple and easy to use. Interface is great and not confusing

Cons:

I cannot or am unaware of a feature that would allow me to draw roofs for measurements

I am happy with Acculynx

Comments: I am an new user. I am liking it so far but I need more time using all it features to be able to tell for sure. I like that the trainings was very well explained. The customer support is fast. Integrations are very helpful. Is a great tool to support the business.

Pros:

I like the integrations that it has to order materials. Also is easy to use and I love the smart documents settings.

Cons:

The estimate templates are not very configurable.

Review of Acculynx.

Comments: it's 85% of what we want. We want it to go to 95% so hopefully you listen to users suggestions.

Pros:

It is fairly intuitive for newbees and easy to follow through the job progress. All of the features are good especially in the products catalog except when we want to have options like instead of " pieces" we would like to translate to "SQ" so that we order 12 sq instead of 12 sheets of plywood. This is a huge profit and yes the sales guy needs to pay attention and do the math but the option to switch to SQ would have saves our ass.

Cons:

It would be nice to have the pricing automated like it did before Allied sold out. The other desire would be to have a place in the products catalog where we could pre-determine what was coming directly from our stock in the shop so that there would be 2 orders: 1 for supplier for delivery and 1 for the shop guys to load for the job. This would eliminate a ton of time and effort by office staff and shop guys from running around the yard. I also think that when this new reports program comes out it doesn't continually increase our costs every time there is an "improvement" in the program.

An excellent tool for large building projects!

Pros:

My team used AccuLynx on an office build project and it really does work a treat. Easy to deploy and understand precise costs.

Cons:

It could be a little bit fiddly to adjust to and could have done with more training.

This CRM has more potential than any other that I have worked with and it is on the path to realize

Comments: Really great. Tons of opportunity for improvement but I have seen many things change in just the few months we have been on Acculynx so I fully expect it to keep getting better by the day. thx

Pros:

We are a full service GC with a large roofing division. We are one of those companies that has morphed a roofing CRM to facilitate all of our product lines (bathrooms, kitchen, windows, entry doors etc) and it takes a lot of work on the front side but it has been worth it so far.

Cons:

I wish you guys would work to make this CRM encompass more than just Roofing. You have so much more to offer if you would try to make the platform complicit with other product lines. I could go on with a million things for a wish list but at the end of the day I absolutely love the software and I expect it to get only better as the days pass. For reporting and tracking money it has no parallel.

Great platform, mobile app needs work.

Comments: For better or for worse, our company is built around Acculynx and we we rely on it for everything we do. Gradual improvements have been very welcome.

Pros:

Very impressed with task management, template management and ease of estimate creation.

Cons:

The mobile app is pretty lousy. It’s exceedingly slow, buggy, and has a poor overall layout.

Worth the price!

Comments: Wonderful! Customer service is top notch and everyone I’ve dealt with has been super helpful.

Pros:

File management. Estimating is a breeze. Invoicing and inputting payments are user friendly. Customizable dashboard and files.

Cons:

Mainly the mobile app. I’d like to be able to download documents that are already on the file to my device.

Alternatives Considered: JobNimbus and Jobber

Reasons for Choosing AccuLynx: Easier to use and make sense of different job stages.

Switched From: JobNimbus

Reasons for Switching to AccuLynx: Ease of use.

Highly recommend

Comments: Very happy, more organized, proposals are easier to make having the templates there. We really enjoy the program.

Pros:

It's hard to choose just one thing, every feature is very helpful. The calendar and the notes are nice to have to remember who is needing what and when we last spoke with the client. The invoice process is easy and the option to import from the worksheet is a big time saver! Having the "paid" mark is a nice way to give the client a receipt. We highly recommend Acculynx and are glad we chose to go with it!

Cons:

At first it was a little challenging added the crews to the mobile app, and figuring that out but we re-scheduled a short training and was able to get the help we needed.

Attention Roofers - This CRM was Made for You!

Comments: Overall, I am pretty happy with AccuLynx. The support team is responsive. I like the chat feature for questions. AccuLynx is constantly coming out with new features/integrations, so I am hopeful that some of our issues with the software will be addressed in the future.

Pros:

The best thing about AccuLynx is that it was designed specifically for the roofing industry. Other CRMs have to be customized to meet the needs of roofers - AccuLynx, however, does not. The permit tracking feature is really helpful, especially when you have a bunch of projects going on at the same time. It helps you identify which jobs still need inspection. I also really like the ordering feature. We have ours set up to send orders directly to ABC. This integrative feature makes my life so much easier because it cuts down on the amount of administrative work.

Cons:

It would be nice if there was an area in the permit tracking feature to track mid-roof inspections. It could be an optional field (since mid-roofs are not required everywhere/on every project). It would also be nice to have the option to delete notes in the file. At the moment, once the note is in there, you can't delete it. This can create some confusion if someone accidentally puts a note in the wrong file. One other thing is that the integrations with accounting software are limited. Our new accounting software won't integrate with AccuLynx, so that is going to create a problem of double-entry for us in the future.

A well-supported roofing-specific CRM that integrates well with Quickbooks

Comments: Being able to integrate all our CRM and project management functions into one software that also works with our accounting and time clock programs has been invaluable.

Pros:

The fact that it's industry-specific means that the software works well for us without having to adjust our business processes to suit its native workflow. But they really have shined on the customer service side of things. They have always been so friendly and responsive any time we've needed help with anything, especially during the setup phase and when we were working on a 3-way integration with two other 3rd party software programs. AccuLynx has truly streamlined our work and allows us to manage a large number of concurrent contracts with a level of detail and awareness we were unable to achieve before.

Cons:

There's a definite learning curve to it. The functionality is robust - it just takes a while to learn what you need to use and what you don't and figure out where it's all located. It's not the most intuitive user interface I've ever used, but I recognize that it would also be pretty difficult to pack that much info into the more streamlined, simple UI styles that are becoming the preferred choice.

Always Improving

Comments: Overall, I really like to program as it is set up well for the roofing industry. I have been using for close to 10 years now and have enjoyed the majority of the upgrades. Mostly just me getting used to them (lol)

Pros:

I really like the field app for adding the photos, and scanning documents. That is awesome. I used to use cams canner and now I do not :) Job tracking is easy.

Cons:

Not able to add additional adjuster names/numbers. We are usually dealing with a field Adjuster and a desk adjuster not to mention new adjuster on claim. I would also like to see data only need to be added once, then be able to be added in other functions such as subcontractors/vendors. They could be added in vendors, directory and contacts by adding info 1 time? Also, it would be nice to edit orders without having to clear all progress but not sure what all the other bad stuff is that could happen.

Great program for Roofing Contractors

Comments: Overall an effective program and now I couldn't do this without Acculynx!

Pros:

Able to keep an accurate record of communications with customers as well as supplies we have orders. We like that we can upload documents to the customer portal and share them with all staff members even when the estimator is in the field. Acculynx also tracks the phone calls that are made to the customer from the mobile app and tracks all email communications with customers which allows to ensure our staff are providing the proper attentention to the customer and it also allows me to pull the customers portal when a customer calls and says "I never heard from your staff" I can pull it up and even share it with the customer. I can also track orders and invoicing as well as payments.

Cons:

The calendar is a flaw, if you have a lot of service personal (They are coded by different colors for each employee) there is a lot of colors! I wish they had an option that would allow you to create separate calendars, example: one calendar for repair crew and a separate one for estimators and instead of colors place them side by side. It gets overwhelming with a ton of colors

Function CRM System for Roofing Companies

Comments: Overall, we have been happy with the software from a Field and Customer Experience. We would like to see improvements on the estimation side as well as the accounting and Quickbooks integration.

Pros:

The Field side of this software works well, scheduling the jobs, managing subcontractors, and job site coordination. The CRM side of this software enhances the project experience for the customers and streamlines the process for our staff.

Cons:

The integration with Quickbooks is not ideal. It does not transfer data back and forth with customers already in Quickbooks. Therefore, you end up with duplicate customers. The customer setup in Acculynx does not match the setup in Quickbooks so customer information is transferred over oddly plus, it does not list the physical address in the customer setup but only lists a project # (i.e. if the project owner is for a company their name and address is transferred but if the work was completed at an address that is managed by the company it only lists that as a project #) so when you are searching for a customer you have to go into each project # to figure out which is the correct address. This is also true for commercial projects where you have a project owner and a different physical address.) Finally, the invoicing and payments processes are clunky and add additional work than the current process in Quickbooks.

Red Stick Roofing of Louisiana

Comments: We are almost a paperless office now. It was a huge problem not being able to keep files current in the office. It is an ongoing challenge to scan everything in to a file, but when it is in the file and you need it in the Customers home, it is always at my fingertips on my mobile phone or iPad.

Pros:

The Lead Management Systems, the invoicing is the best I have ever seen. AccuLynx has thought of everything. We depend on everyone in the company the company knowing what is going on with each job in Sales, Owner, Administration and Production departments. I also love being able to text straight from a customer file to communicate with them. Also, the reports are amazing, I can see my Sales Report , My A/R aging- whatever I need is available.

Cons:

The fact that I am sure there are a lot of features that I am not aware of or proficient in yet

This software is amazing

Comments: I used Acculynx daily for many years. I believe Acculynx's product development team truly listens to the feedback of their customers. Their support staff was amazing and I was always able to speak to someone when I wanted to. Sometimes I would call and ask "can I do this on Acculynx?" and they usually walked me through how to pull whatever information I wanted from them. This software is a true project management software, but can be used somewhat as a CRM.

Pros:

After Acculynx overhauled their reporting feature at the end of 2017 (I think?) everything changed for me. Their custom reporting was incredible. The amount of programs they could integrate with was incredible. Acculynx was a complete 10/10 for me.

Cons:

When using Acculynx, there were a few features I wish were a little more customize-able as far as field within a contract/registrant/lead. I also think the addition of a mass mail/CRM feature would truly set them over the edge to excellence.

Acculynx Review

Comments: Excellent and very useful.

Pros:

This program is the absolute easiest to use in the industry today. It can be customized to fit your companies specific needs. The training for new users could not be easier. The reports are helpful and easy to understand and customize. I love the new automation features, it makes it seamless for staff and ensures follow up and consistent communication with homeowners.

Cons:

The one feature I'd like to see available and made to be easier for us users, being able to build templates for the material order forms. With that said, when sending the order off, not need to save first, then send.

Overview of Acculynx

Comments: The best I have ever used for an overall system. No other CRM has it's capabilities from within the app. The only thing I wish they would fix is the photos. The customer service is 100% the best on the market, and for someone like me, that has a lot of questions that is very important! I am not tech savvy. The tech support is the best! Period!

Pros:

The ease of uploading clients and tracking them through the process. You can also add custom fields that have to be completed frome lead status, prospect, approved, completed, invoiced, closed

Cons:

The Acculynx photo app. I feel like it is not that great. Also uploading the photos to a file is sometime a pain.

Ease of use

Comments: It is an excellent communication tool for a business with multiple employees when the software is used correctly.

Pros:

extremely user friendly and is set up to follow operating procedures within any company in a consistent and accurate work flow

Cons:

there have been some problems in the software which have been written off by support as "Glitches" and I had one help desk ticket out which was never resolved. I was not with this company at inception of Acculynx but my experience with the staff and Acculynx after they have used it for 2 years is the training (or lack thereof) from acculynx was sub-par. The staff in our company had zero work flow with the software. I know that aspect is the job of the company super users but apparently there were none in our business as operating procedures of our CRM did not exist and there was zero consistency with our users.

Pros and Cons of AccuLynx

Comments: I can’t say enough about how awesome this software is. From initial personalized 1-on-1 training to the tracking of my first lead through job completion, this software has what I’ve been looking for and my business is better for it.

Pros:

Feature rich CRM software that addresses every aspect from lead to final invoicing and closure. I liked the quote/estimate feature the most because you can set up an estimate template and link it to your SRS (supplier) account so it automatically populates with your current pricing. I also liked the billing and invoicing. This allows the option to provide financing for your clients and record/track payments.

Cons:

The only con isn’t really a con but more of a learning curve so it’s on the individual’s ability to understand, not the software’s ability to provide what is needed.