AccuLynx vs. Equipt CRM

When you want to track your quotes that have gone out to customers so that you can follow up on them, this system makes it way easier to do that. It also makes it way easier to track invoice dates. One area that it is less appropriate is for detailed big public bids where a traditional estimate template is not appropriate.

Incentivized

• Estimating.
• Customer Management.
• Scheduling Material Delivery/Orders & Labor.
• Tracking job profitability.
• Invoicing.
• Reporting.
• Access everything from anywhere via app, etc. in real time.
• Entire company can communicate with each other.

Incentivized

• Can't have email templates that can be altered per customer
• Getting quote templates to be more flexible has been challenging
• Running global reports have also been an issue as we are only 3 people and dont need it by sales

Incentivized

Until someone shows me something more efficient or has features that are more streamlined and time is saved by all then I am all ears and ready to listen to that presentation. I wouldn't care at this point if I had to abandon QB if the system had it's own integrated accounting system otherwise it has to be able to do all and more of the features of QB and the CRM side also has to have/do more than AccuLynx features.

Incentivized

Very versatile and allows for other people to complete things and someone else to still look at and approve if needed. Great communication ability internally and with customers and with that being the case is a tremendous asset with documentation also. Really a well rounded tool that allows you to do everything needed for a job in one place and have the records to show what was done by whom and when.

Incentivized

They can always improve and we are very successful when calling support. I would suggest they keep their support technicians available later for the west coast contractors who need help at the end of the day. We've come to know many of the techs because we call to offer suggestions but there's a process for us to follow for that.

Incentivized

JobNimbus you have to customize it yourself and it's very time consuming to get it up and running efficiently and smoothly. AccuLynx is very intuitive and easy to use. This helps so much especially in the construction side. Also, AccuLynx can estimate easily which JobNimbus does not do at all. Buildertrend is good but really more for General Contractors who are builders. Not exterior remodelers.

Incentivized

• I am have had a hard time justifying AccuLynx since I am a small business. I hate all the add ons. I do not appreciate that all the good tools cost extra money on top of my monthly payment.

Incentivized