Canopy Practice Management vs. OfficeTools by CARET

For a small office or team keeping track of multiple projects at once can be a challenge. OfficeTools provides an all-in-one affordable (less than $60 per month) and accessible (cloud based) project management solution to keep your team on task. If your organization uses products such as Quickbooks or Outlook you can easily integrate them into this software solution. I honestly cannot think of an organizational structure that would not benefit somewhat from integrating OfficeTools into their operations

Incentivized

• Client information management
• Task tracking
• Time Tracking

Incentivized

• Software Integration (i.e. Quickbooks, Outlook, etc.)
• Project Management
• Time Management
• Billing/Invoicing

Incentivized

• I wish Contact information could contain active hyperlinks
• I wish reports could be generated based on TAGS
• I wish contact lists could be generated based on filters

Incentivized

• Customizability (i.e. font size, workflows, etc.)
• Increase access to trainings and educational enrichment opportunities
• Customer Support (tends to be slow)

Incentivized

LIGHT YEARS ahead of PCS. We hated it

Incentivized

OfficeTools is by far the easiest project management tool that I've ever used. It is very user friendly and easy to pickup. That cannot be said for other products that I've used in the past

Incentivized

• Big impact on profitability based on the ability to set budgets and track time

Incentivized