AccuLynx

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

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.

Slow to make changes

Pros:

Estimates are fast.

Cons:

Company is very slow to make changes. Even things that seem very common sense they just say to add it to a suggestion and it takes 9-10 years to change or not at all.

Great Software Program but Huge Learning Curve

Comments: Acculynx helps streamline our business operations and creates a unified platform to manage our company.

Pros:

Acculynx has a ton of features and offers our business the tools needed to shift us into a digital age. The software is still in the early phase of deployment, but we are able to easily track and manage our job prospects and ensure that no possible lead falls through the cracks.

Cons:

Generally speaking there needs to be more of a structured and hands-on approach for the implementation of the software. The one-on-one training sessions were a good base for gaining general knowledge of the software, but actually setting up the software to match the needs of our company was difficult and time consuming. The other problem with the software we ran into was the lacking of customizable options within integral parts of the program, like the estimate.

Alternatives Considered: JOBPROGRESS

Reasons for Switching to AccuLynx: The sales pitch was well executed and the promotional offer sweetened the deal.

Amazing for organization

Pros:

Super easy to stay better organized between the office, sales team, and installation teams. Love that it integrates with QuickBooks.

Cons:

Disappointed that only when you record an invoice does it import info to Quickbooks. Would like to see an option to sync client info earlier in the process and sync estimates.

Alternatives Considered: Salesforce Service Cloud

Reasons for Switching to AccuLynx: Seemed much better tailored to our industry and some managers had previous experience using the software