AccuLynx vs. Newforma Project Center

When you want to track your quotes that have gone out to customers so that you can follow up on them, this system makes it way easier to do that. It also makes it way easier to track invoice dates. One area that it is less appropriate is for detailed big public bids where a traditional estimate template is not appropriate.

Incentivized

Newforma is a great tool to collaborate with large teams and between firms. It allows for great documentation of transfers, activities, and other procedural aspects of projects that require collaboration between disciplines, for example, MEP, electrical, architectural and technology. For internal use, Newforma has been great for communications tracking and archival, as well as for record-keeping of all the users in a team or number of teams. Many great options are features are unused due to a lack of training or exposure to them, for example, the graphical viewers that can preview CAD, Revit, and other formats, or the markup tool available with the desktop client.

Incentivized

• Estimating.
• Customer Management.
• Scheduling Material Delivery/Orders & Labor.
• Tracking job profitability.
• Invoicing.
• Reporting.
• Access everything from anywhere via app, etc. in real time.
• Entire company can communicate with each other.

Incentivized

• Newforma sits on top of our previous filing system (Windows Explorer). This was very important to us because we didn't have to change the project numbering system in order to fit Newforma's design. Also, if we were to decide we didn't like it, we could easily revert back to our previous methods.
• Newforma does a great job of indexing information, making searches much easier by being able to use keywords instead of knowing the exact file location. No more traversing through countless folders before finding what you need.
• Newforma keeps a read receipt for everything that you submit through it for issue tracking, and keeps an easy to read record of your workflow.

Incentivized

• Pricing in the database for each item is done manually due to the merger of two large suppliers nationally who decided to write their own database and estimating program and disconnect themselves from AccuLynx that had the ability to automatically update pricing. I feel that was a huge mistake on the part of the supplier. AccuLynx is trying to rectify that relationship.
• It's unfortunate that the only calendaring option is Google Calendar. We are very tied to Outlook which we feel is more user-friendly and we know it well.

Incentivized

• I have found it difficult to locate audits.
• Some users have issues while uploading project data.

Until someone shows me something more efficient or has features that are more streamlined and time is saved by all then I am all ears and ready to listen to that presentation. I wouldn't care at this point if I had to abandon QB if the system had it's own integrated accounting system otherwise it has to be able to do all and more of the features of QB and the CRM side also has to have/do more than AccuLynx features.

Incentivized

Very versatile and allows for other people to complete things and someone else to still look at and approve if needed. Great communication ability internally and with customers and with that being the case is a tremendous asset with documentation also. Really a well rounded tool that allows you to do everything needed for a job in one place and have the records to show what was done by whom and when.

Incentivized

They can always improve and we are very successful when calling support. I would suggest they keep their support technicians available later for the west coast contractors who need help at the end of the day. We've come to know many of the techs because we call to offer suggestions but there's a process for us to follow for that.

Incentivized

While I have never asked for support myself, a Newforma representative has been in the office annually to give training seminars and info sessions on how to fully use the product. I find this essential to keep the product relevant and make sure everyone knows its full capabilities and an important part of customer support.

Incentivized

AccuLynx has met our needs more than our previous CRM program. ALX is user-friendly which is super nice when training new employees, compared to our previous program which then seemed very outdated.

Incentivized

A good competitor against other similar solutions and support is excellent.

Incentivized

• I am have had a hard time justifying AccuLynx since I am a small business. I hate all the add ons. I do not appreciate that all the good tools cost extra money on top of my monthly payment.

Incentivized

• Newforma makes it easy to transfer, share, archive, and search extensive data sets in a single GUI
• For it to be effective, all users in a team must receive a basic training and use it consistently
• Adoption in the industry is good (A/E); many teams use it consistently. Learning to use it once produces time-saving in subsequent projects

Incentivized