PipelineDeals is awful, but it’s cheap. We get no real intelligence and no real forecasting from it. It’s all about having a good CRM administrator, which I had at a previous company. Without a good CRM administrator, it doesn’t really matter which CRM software you’re using--they’re all horrible. And the absolute worst thing you can do is let a salesperson run your CRM. It’ll be like letting the inmates run the asylum.
I absolutely despise Slack. It’s the worst thing ever. Just send me an email! Slack should not be used for the entire team; it should just be used as a development tool. I know the developers love it because they hate email, and I totally understand that. But everyone else should not be using it; there’s no reason we should be discussing and negotiating contract terms in a chat room.
I like that Braintree does auto-transfers. I love Braintree, and I would pick it over anything else. I know the payments and processing universe well, and it’s one of the best tools I’ve seen for relative ease of use.
I’ve been underwhelmed with our implementation of ClientSuccess. I haven’t been involved with expectations, but I have yet to see why we’re paying what we’re paying for it.
I think Zendesk is great, and I really like it. I don’t know how people did this before Zendesk. We’re on the lower-tier plan, so we haven’t totally explored and exploited all that Zendesk can do, but it’s been good for us so far.
FloQast, a tool we use to help us close our books faster, is integrated with Box, instead of Dropbox, which is the reason we use both Box and Dropbox. I personally don’t have a preference for either one. But I can say that Box’s customer service is horrendous. When we switched plans, moving files was a big pain.
We’re all on personal Dropbox plans. FloQast, a tool we use to help us close our books faster, is integrated with Box, instead of Dropbox, which is the reason we use both Box and Dropbox. I personally don’t have a preference for either one.
QuickBooks Online is the worst. If I’m running a two-person business, maybe it would be a somewhat reasonable product to use. But for us, it’s just awful. It doesn’t allow me to spread my accounting costs. Basically, it’s an accounting software that doesn’t allow me to do accounting. It’s mind-blowing how little it can do. I know other products exist, like FreshBooks and Xero, but sadly, nothing seems like a better option than QuickBooks Online.
I like Capshare; I know the guys over there, and they’re great. I like them, and I’m happy with it, but I’m wondering when their next feature set will roll out. I haven’t seen anything new in almost a year. And having worked with them for two years, they’ve progressed a lot, but the UI/UX improvements haven’t gone at the pace I expected from them. And now that I’m distributing stock options through Capshare, I have started noticing weird and unintuitive things in there. For example, for stock options, you have to have someone’s home address, but you can’t have the user enter that in themselves! Why isn’t there an integration with HR software? It’s frustrating because then I have to double-enter everything. Capshare has AMAZING customer support. Many times, I have the CEO helping me with customer support!
They come in and set everything up for you, so it’s pretty fantastic. Our accounting team is distributed, and it allows me to monitor what everyone is doing. It also allows me to set my close calendar. We’re looking to split up our accounting team into a finance and billing team, and then outsourcing all accounting. When we do that, it’ll be easy to plug someone into FloQast and then tell them what they need to do with regard to accounting. I also really like FloQast because they incorporate user feedback into their releases. I often talk to their CEO for support! If you’re responsive, I will go with your product.
We use Gusto, but I am not a huge fan of them. It is incredibly surprising how bare bones it is, for the amount of hype they have generated. But if all you want to do is run payroll on a bi-weekly basis, with no exceptions, they’re fine. And their customer service hasn’t been bad. They do our tax forms, and they take care of all of the compliance issues that come with having staff in multiple states, so they’re okay overall.
We offer Trello accounts to all of our staff. Not everyone uses it, and it’s a completely personal decision to use it or not. I like it, but it’s just another thing to remember to use; it’s not native to anything.