If you need a system to place and track sales quotes, sales orders, purchase orders, and service calls then E-Automate is perfect. However, if you want to be able to easily bulk upload customers and contracts or if you want to be able to quickly and easily track contract profitability, customer costs, etc, then you'll likely want/need a secondary or different system to do so.
I find it great for personal use especially when you are a visual person. As an assistant that needs a lot of organizing, it's wonderful. It helped me a lot and I usually don't require a lot of features. I also find it great for accessibility stuff, I respect that since I have a relative who has special needs. I didn't really need that specifically, but it's nice to know it was considered.
Sending Invoices out to customers via email or printing.
Keep track of ordering and inventory.
Sales Tax reporting.
Monitoring customer payment activity/setting up and removing credit holds.
Calculating payments to process each cycle.
Excellent aging reports.
I like the fact that when I am looking at one item, such as an invoice, I have the capability to switch to the customer menu rather than having to exit out of invoices and then enter into customers.
I love the flexibility of the search menus - being able to sort on several factors at once.
Extremely user-friendly: simple, easy-to-follow interface really made ramping up on the offering incredibly fast and painless.
Variety of templates: Venngage has a HUGE assortment of templates ranging from corporate reports and business decks to more visually-engaging, "fun" content such as infographics, awesome charts, and highly customizable social graphics.
Brand-alignment: we really appreciated the opportunity to tee up our brand guidelines and have those remain on the back-end and let us apply our style guide to multiple templates instantaneously.
Make sales invoices not require serial numbers, or be more flexible with it.
Make contract invoices have some sort of flexibility in terms of editing. Our end users complain that QuickBooks made it very easy to edit invoices, and in e-automate, for them, it is practically impossible. (I do personally understand why it has to be as it is myself, I'm just forwarding their observation.)
Make the API actually useful. I spent days looking at the functions and the functions available are not really useful.
It's hard to lock graphics into place in Venngage once you create something.
Layering is next to impossible. The feature is there but is very difficult to use and most times the user is better off copying the object over instead
Unless you have a business account (we have a professional account- middle grade) you cannot sort and organize your infographics. This is messy and cumbersome to go through and the price difference between professional and business grade accounts was quite large.
Its really the only option for the industry that does enough of what we need for it to function . I'm not sure if there were better options out there if we would have to renew our subscription. With the addition of AI, hopefully something will be able to become more useful.
The user interface may be slightly outdated, but it is very intuitive and easy to navigate. Once you have learned one module within the system it is very easy to apply that knowledge to any other module. It makes using the system much easier, and it makes training another person on the system quick and efficient.
I find it very user friendly, straight to the point, and the minor issues I found wasn't really impacting on my role. So I think it would depend? but personally I find it perfect for me. There were lots of templates I could use, and they were very open to feedback and customer service was very accommodating.
Reports are the struggle the most with the information being extracted in a way that you need to copy and paste it into a new document so some of the information is not covered
Sometimes when you need answers quickly, a voice on the phone is far better than having to wait for email support or a callback. I have found this to have delays and feel ECI e-automate should invest more in its support infrastructure.
I think that the attention that I get as a small business owner from Venngage is excellent. They quickly respond to questions and provide information that helps to resolve the issue that I am having.
E-automate is much better at understanding the needs of the office equipment industry and provide the necessary tools. SAP Business One has limited features specific to the office equipment industry and includes things that are not useful. E-automate is also priced much better and provides the best value for your investment.
We prefer Canva but feel Venngage is easier for us. In comparison to Adobe, we prefer Venngage because of the ability to have everything in one system and not have to jump around.
The e-automate will stop working if we stop paying each year. We chose not to go to the cloud and buy the software. QuickBooks and other software are a one-time fee.
E-automate has very few outside vendors for add-on modules.
