BQE CORE vs. Contactability

CORE is well suited for time entry and reporting across employee groups and projects. CORE can generate many useful reports, however the customization and filtering of these reports isn't exactly intuitive. It can be difficult to get the reports to show the data you want, and there is no way to remove data fields from a report or create a custom report.

Incentivized

Contactability is really good for teams that are trying to branch out to an untapped market space. Especially those that are trying to disrupt the health insurance scene. This helps them get their foot in the door in the area and their name out in the community. The customer service representatives could be more responsive.

Incentivized

• 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.

Incentivized

• The software reporting system is really clean and works well and they are good at sending you leads.
• Their customer service is also willing to work with you and they really tried to help me improve our ROI.
• Since using Contactability our workflow is changing. We now only pick up the phone when someone is interested in our services. The prescreening is all handled and we have control over the flow, what is said. Even when we're out of the office we can log in from anywhere and see what's happening with our leads and those missed calls get scheduled for us automatically.

Incentivized

• Startup training is available (& you need it so that you get off to a great start)
• A report that shows the key setups for a project that can be glanced over quickly to assure it is correct
• A way to set a new start date for the dashboards and data set, or a way to default old bad data to a default so reports run without bad data showing up.

• Call the toll-free customer service number and you are transferred to a blank voicemail, with an electronic repeat of the phone number.
• The software training videos were confusing to non technical users.
• We encountered bugs with the use of Windows 10. Some of the futures were bugged.

Incentivized

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.

Incentivized

It's very easy to use and straightforward. Everything is laid out in an easy to use pattern and can be changed, somewhat, based on user preference. The options are limited but it's a pleasant experience using the product and I can perform the tasks I need to perform quickly and without any issues.

Incentivized

I can only remember a couple of times in 4 years that Core has been unavailable.

This is one area that does need some improvement. It can be slow at time, so we had our IT look at it from our side and we had no issues, so it has to be some slowness on their side.

Our team has had to contact support on a number of occasions, mostly to address a slow system and/or not being able to log in. The support is very responsive and fixes the issue within the same day. Additionally, any time we need to modify codes, BQE helps with that support and gets it turned around quickly.

Incentivized

Make sure you have someone training you that fits your style of learning.

It does take some time to understand the options and to find the best invoice template.

Incentivized

I am a user and was not involved in the decision making. Tool was already in place when I joined. But comparing to other tools I have used in the past, BQE is by far the easiest to use. You do not need any training to start using this tool immediately

Incentivized

Contactability does a pretty decent job as it is very user-friendly and puts us in contact with our prospective clients. What they could improve on that Insightly does well is training and support. This could be due to the size of the company or their prioritization of resources. Overall we enjoyed Contactability better than Insightly.

Incentivized

This software works on a small and large scale.

• BQE Core has allowed our growing business to manage time tracking in an effective and efficient manner. We could not have effectively kept running our operation without it.
• BQE Core provides all of the reports we need to do our monthly management reporting. This allows us to quickly spot problems such as capacity overloads, receivables problems, budget overruns, or timekeeping issues.
• BQE Core has supported our business objective of generating more profit from projects that we undertake by allowing us to quickly and effectively monitor budget burn rates before it becomes an issue.

Incentivized

• We got our people to become more open minded in trying new software and exploring options for automation.
• Users got discouraged when the software did not work as it was supposed to and customer service was not there too help.
• Once used correctly, we did have a large increase in the number of new clients that our office handled.

Incentivized