BQE CORE is a business management solution built specifically for professional service firms. BQE CORE is a combination of a billing assistant, project management, and accounting solution. CORE is designed to do the hard work of delivering actionable insights directly to the user's dashboards or inbox. BQE CORE replaces the products Engineeroffice, Archioffice, and BillQuick; the functionality of these applications is now found in BQE CORE.
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Insightly
Score 8.2 out of 10
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Insightly is presented as a modern, affordable CRM that is easy to use, simple to customize, and that scales with companies as they grow, designed to solve common pain points that legacy CRMs can't. Available in any vertical, Insightly CRM customers can add companion products for marketing automation, customer service, and integrations in the same platform. Insightly has more than a million users worldwide.
BQE CORE is well suited for someone that wants to overpay to keep track of time, invoicing, and standard financial metrics. BQE CORE has the opportunity to be a really robust operating system for an architectural practice that wants to understand how projects are going, how they can improve as a studio, and move forward in providing great impact to their clients, all the while, spending less time in a boring software that no architect wants to use. BQE CORE can feel like a necessary thing for a studio to be managing growth well. But it also can be a lot of fun, intuitive, and exciting for an architect that just wants to be an architect. It can be a learning tool. However, it's too clunky, it isn't flexible, only reactive, and backwards looking for KPIs. To integrate with interesting equations of how a firm can look at project success, turn it into a dashboard for the entire studio, that would be fun. The banking cloud feed is one of the worst I have experienced. The lack of reporting customization is awful. And the amount of redundant information that has to be put into a project that you actually want to have phases in, track your allocations, and manage it, is entirely too cumbersome. BQE Core has an AWESOME foundation. But to build the proverbial house, we gotta care about the craft.
Insightly just about checks all the boxes for what we need to manage our small group sales. It allows us to work the small group opportunities that come in as well as manage the groups once they are actually sold. Having a database that can be completely customizable allows us to pull reports on just about any data points that we want. We can also set automated tasks such as a reminder to check in with a sold group a month into the sale to ensure we are providing great service. Everything is very well connected.
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.
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.
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.
Insightly offers a great product; it's the right fit for our company at this time. We were, however, considering moving to Contactually due to their cost effective automation features. However, they lacked the project management capabilities of Insightly. As our company grows, we would love to stay with Insightly - and if they can nail the automation and add the ability to customize a little bit more, it would be the perfect solution for us. For a larger company with a more involved sales team, you might find the metrics/reporting to be a bit basic. Insightly offers great customer service even to free customers
Navigating CORE is a breeze as the tool is visually organized well. Improvements need to be made to filtering. A more intuitive approach would help with generating reports and utilizing the resource allocation and forecasting tabs. Filtering by resource groups on these tabs are broken which is a huge inconvenience. Overall, though, the tool is easy to use as a whole, and the support team is very responsive and always available to help when you have a question.
Insightly does provide a highly customizable platform which can be driven by the user in most instances. There are times where there is a need for technical involvement from Insightly or limitations on some of the customizations. Overall, the platform is easy to use and easy to train on for individuals within our organization.
Knock on wood... I haven't had any difficulties with Insightly's availability to-date. I mostly use it on my desktop and infrequently access via my Android phone. No access issues.
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.
The interface is very user friendly and easy to navigate. Reports can quickly be made, including custom fields.The website response has always been quick to load and has never been unavailable when I have needed access. They listen to requests for additional or custom features, and they hold workshops frequently to assist new and experienced users.
I have never needed to contact support for this product. Although it is suggested I skip this question if I have no applicable experience with it, I don't have the option to skip it. So I will instead attempt to get 50 words in this box as explanation for that.
Excellent support provided to deploy the app across all platforms like mobile, desktop and web and allow addition or deletion of users in quick time. It does not require any physical infrastructure and can be scaled at any level. It can be used across office locations to collaborate among users and help streamline workflow required to work on various projects.
Insightly is a very useful tool, it has the essential capabilities that a company need. Easy to use and very intuitive, so, you don't need tutorial or extra documents. Navigation inside the platform is quite simple. You will be able to store your client's information, about your potential business opportunities, organize teams and users and, connect your emails
did not participate in the implementation of this product did not participate in the implementation of this product did not participate in the implementation of this product did not participate in the implementation of this product did not participate in the implementation of this product did not participate in the implementation of this product
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
Insightly has far more modern applications than GoldMine. It allows for more customizations. Our reports are nicer looking and it seems much more user friendly. Insightly also seems to be more than just sales focused. GoldMine seemed to really be geared more towards a sales staff. Insightly has more capabilities for our future needs as well
(+) Being able to download my LinkedIn connections was a huge benefit. (+) I use the task function to stay on top of my follow-up activity which is another positive feature. (+) The sorting capabilities also help me pinpoint the contacts that I need to stay on top of. (-) When I add a new lead from an existing organization, I would like the organization's information to automatically populate the fields like address, website, description. I enter all that information manually. (-) My mass mailing experience has been tedious due to the email function being interrupted and crashing due to bad email addresses in some of my records. (-) Many of my leads do not have current email addresses. I wish Insightly offered a tool to help find email addresses. I spend too much time researching to find email addresses.
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.
