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Take the time for typical project setups - then watch it fly!
March 29, 2023

Take the time for typical project setups - then watch it fly!

Emil Slavik | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User

Software Version

BQE Core

Overall Satisfaction with BQE Core

Was looking for a time & hourly billing management as well as lead tracking/bill hour to that nonchargeable endeavor integrated system. After a ton of research and free trials, found BQE Core with their CRM package (considered but did not purchase their Accounting package as the base package had what I needed for invoicing and expenses). Hourly billing had to allow extended phasing and add on of additional services/contracts, under the amin client number, but also with different contract approaches for each phase or sub-project. Also had to be able to change rate by year and somewhat by project or project phase. BQE Core anticipates all of this.
  • Preset automated reporting, so that you don't have to create (wrong) reports
  • Time input from any device and any location
  • Tracking for non billable marketing as well as billables
  • 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.
  • Quick setup of new tasks under a parent project, with immediate hourly billing to it.
  • Monitoring of details of non-chargeable efforts in appropriate detail
  • Validation of hourly cost, billing cost, benefit cost, profitability by person and role
  • Company tracking of write-off's included in corporate and project reporting, no data is "lost"
  • Can track excessive work time as +PTO in lieu of pay for use as future vacation
BQE Core was the only one that had the chargeable and non-chargeable features tied to CRM that I was looking for.

Do you think BQE CORE delivers good value for the price?

Yes

Are you happy with BQE CORE's feature set?

Yes

Did BQE CORE live up to sales and marketing promises?

Yes

Did implementation of BQE CORE go as expected?

No

Would you buy BQE CORE again?

Yes

Take the time to set your typical projects up right or you'll do a lot of backtracking to fix reporting errors
Every experience was good and had positive results in reasonable timefreames
Use it as a sole proprietor, initially just for time tracking, then adding invoicing, then CRM, then expenses. All experiences and products were good/spot on, especially the preset reports, not having to create them was fantastic. Issue I had was that due to not committing to learning the full suite (and some quick improper setups) rearward looking data usually had errors and faults, which took time to fix. Wish the training was pushed to me a bit more, and I had set aside the time to set up my standard project types completely. Highly suggest you do this and the software will work well for you. FYI, non-chargeable is a s big a management effort in my company as chargeables, and this software treats the management of them just as importantly, as it should be.