An honest review of our use of the Brightpearl product over the years
October 05, 2016
An honest review of our use of the Brightpearl product over the years
Score 6 out of 10
Vetted Review
Verified User
Overall Satisfaction with Brightpearl
Brightpearl details and manages our financial accounts. It keeps track of client and supplier invoices and produces our quarterly VAT returns. Client invoices are stored against the client record and this is used as our CRM on which we also log help desk tickets for our client jobs as they progress. Having the tickets, sales and accounts all in one place makes life easy. Our technicians only see client information and help desk tickets, whereas management staff has access to accounts. This whole business runs through Brightpearl and stops us from misplacing client information.
- Client record links can be used for help desk tickets, orders/invoices & accounting information.
- Access from any browser anywhere and get full access to all of the information - useful for when our doing onsite work.
- Profit and loss reports are clear and simple and show real time information.
- There is no mobile app and the website is not mobile optimised - would be useful for when working remotely.
- Integrations with card processing such as SagePay are slow in being changed to paid modules.
- Recurring monthly client invoices have to be done manually, there is no automatic system that works and no link to GoCardless for monthly direct debit capture.
- Positive in that the company is more efficient and data is stored in one place.
- Negative in that the costs appear to be rising and the features are getting smaller and smaller.
- Zoho, FreshBooks and Xero
Other products have been reviewed and some of the features suit our needs better than Brightpearl at the current time so we may well migrate across if we can get our information out of Brightpearl.
We are not an ecommerce or mail order business and Brightpearl is more tailored towards this now, whereas it wasn't 5 years ago.
We are not an ecommerce or mail order business and Brightpearl is more tailored towards this now, whereas it wasn't 5 years ago.