Aurea CRM is a comprehensive customer relationship management solution that is designed to enable companies to drive customer engagement tools deep into their sales organization. The vendor says with end-to-end capabilities for sales and marketing, this solution provides a one-stop-shop that delivers a compact overview of team activities, sales pipelines, and key performance indicators so companies can set priorities and make informed decisions. The vendor’s value proposition is that the…
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BQE Core
Score 8.5 out of 10
Small Businesses (1-50 employees)
BQE Core is a business management solution built specifically for professional service firms. According to the vendor, BQE Core is a combination of a billing assistant, project management, and accounting solution. The vendor’s value proposition is that Core does the hard work for you, delivering the actionable insights you need directly to your dashboards or your inbox. BQE Core replaces the products Engineeroffice, Archioffice, and BillQuick; the functionality of these applications is…
I have prepared deeply detailed customised queries to prepare detailed customer reports including markets, segments, classifications and potentials to present to our company management which have been highly appreciated. So, it was well suited in that case. Since I'm traveling a lot for customer visit activities, I frequently need to use it as mobile but it's slightly nightmarish to use its unfriendly search function as well as very slow loading speeds. So, it's less appropriate in that case.
BQE Core is a really great product for time management, billing, Accounts receivable, Accounts payable, vendor billing, and project management for architectural practices. It is also very strong in supporting collaboration and management reporting as well as integration with other software that you may already be using such as Quickbooks. BQE Core is lacking in the allocation and forecasting area, especially when trying to see the big picture for capacity across the company.
Invoice Collections within Billing is a great tool because of the ability to take notes and track contact.
Invoices are professional looking and easy for our clients to understand the overall progress within each phase of their project.
Dashboards are the best tool EVER!
The Contact List feature within Clients setup is the perfect way to track multiple project managers within a large company that also has multiple contracts with us.
Simplification of structure and features (customization); sometimes it's too much of a good thing.
The mobile app could be more closely aligned with the web platform (not all items, features are available, and not as easy to navigate and view data).
Dashboard widgets could be more interactive. Ex: Aged Receivables should allow bringing up a summary window of past-due project billings and invoices as opposed to simply showing days aged that it already shows on the side and with matching color.
We have been using Core for a few years now, and honestly started to look at other software systems to see what was out there. What we chose was a nightmare for migration so we never left Core. Now we have added invoicing and payments from Core instead of double entry with QBO. Still only a few cycles in but looks like it will be up to speed soon and working smoothly.
Since it's providing useful features, I like to use Aurea CRM on my company PC at the office for my daily activities. However, we are in highly digital age via mobile devices particularly smart phones and we need to use softwares even in mobility which is highly weak feature of Aurea CRM and needs to be improved as soon as possible.
If I were being asked why i give it a 10/10 rating, I suppose it would come down to one, and really honestly just the one single item: usability. I live a busy life, you know? When I need to get in to log my time I can do that extremely expediently. I like the program that I'm using if that makes sense.
I'm not getting in touch directly with Aurea CRM support team member because they have trained our company's IT team members that are in direct contact with Aurea CRM support channel. As far as I know, the overall support for Aurea CRM is quite good and highly prompt in a professional way.
The software makes my process of submitting documents and expense reports easier! The way it tracks hours is great and reliable. The interface is easy to use and the graphic is very intuitive. The customer service is also great and it helped me a lot when I needed. Very satisfied
I didn't select Aurea CRM myself. Since our company is global, our headquarter has selected Aurea CRM after certain years of old Oracle based Crm use. As far as I know the old one was having some weaknesses about reporting, analysing via queries, lack of marketing activies etc. That's why our top management has selected Aurea CRM for a better solution which I highly agree with it except terrible mobile use.
Wind2 and MYOB where both DOS based operating systems so BillQuick is a god send compared to them. While BillQuick and Ajera are both Windows based, when we purchased BillQuick, it was mainly because for the size of the company we were (12 people), it was a much better option than Ajera, which is great for a larger firm. As we have grown, BillQuick has done a great job at growing with us. The only issue we are having is that we opened an office in another state and we have not been able to get those staff members to access the data base yet. But we are working on it