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Review
August 04, 2021

Review

Lynn Malone | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User

Overall Satisfaction with Penelope by Social Solutions

Penelope is being used across the whole organization. It addresses the ability to document client related notes, organizational spending as related to clients, and issues within the agency that are directly client related.
  • It is user friendly in the sense that it is generally simple to use for those that are not used to using systems to maintain client based data.
  • It would be more helpful to be able to delete items when they were added by error without having to have the administrator do this, which takes quite a while. There are times when a user knows a mistake has been added/uploaded immediately and it would be much more beneficial/time managing to be able to remove that item immediately instead of waiting for the administrator to get back to the user at their earliest convenience. This causes many mistakes to continue to occur.
  • Easy to use.
  • Functionality.
  • Assists with maintaining information that's important for financial reimbursement.

Do you think Penelope delivers good value for the price?

Not sure

Are you happy with Penelope's feature set?

Yes

Did Penelope live up to sales and marketing promises?

I wasn't involved with the selection/purchase process

Did implementation of Penelope go as expected?

I wasn't involved with the implementation phase

Would you buy Penelope again?

Yes

Penelope works well with maintaining notes for encounters with clients and allows you the ability to explain direct meetings. Penelope also allows you to keep track of each financial transaction you make with each client for reimbursement purposes as this is extremely important to the services we provide as well as documenting all of the encounters we have with our clients. Penelope is only less appropriate when it is time to delete an error that has already been uploaded and the user is unable to do so, which is not time management friendly. This has happened multiple times as documents are extremely important and can easily be uploaded in the wrong area in Penelope but cannot be removed by the user once they have been uploaded. The user must then ask the administrator to remove it and this often takes a significant amount of time and sometimes may not even happen. This has lead to more than one document being uploaded, one of which being incorrect.