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OfficeTools by CARET Reviews and Ratings

Rating: 4 out of 10
Score
4 out of 10

Community insights

TrustRadius Insights for OfficeTools by CARET are summaries of user sentiment data from TrustRadius reviews and, when necessary, third party data sources.

Business Problems Solved

OfficeTools is an all-in-one platform that has solved several business problems for its users. One key problem it addresses is the need to consolidate multiple software solutions under one umbrella. This has saved users time and effort as they no longer have to switch between different apps to manage their projects, tasks, billing, staff utilization, and documentation.

In addition, OfficeTools has helped users to centralize their invoicing and billing processes, resulting in increased profits and improved project turn time, revenue, and profits. The software also enables users to track employee workloads, review outstanding time, and stay on top of invoicing requirements, making monthly billing and receivables easier. The ability to manage projects, track time, handle document management, contact management, practice management in one platform streamlines processes and saves time. Overall, OfficeTools has enabled users to better organize cases, customer contact information, file and document management efficiently improving workflow productivity while optimizing efficiency at the same time.

Reviews

1 Review

Pleasantly Surprised

Rating: 8 out of 10
Incentivized

Pros

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

Cons

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

Likelihood to Recommend

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.

PC
Patrick Conners
Executive Director at Quaker Valley Council of Governments (1-10 employees)
Vetted Review
OfficeTools by CARET
1 year of experience
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