Header banner
Revain logoHome Page
Carlos Phillips photo
1 Level
1284 Review
33 Karma

Review on Clients & Profits by Carlos Phillips

Revainrating 5 out of 5

Clients & Profits - Great platform which has many uses

I like that it is very easy to use once set up properly - all screens are self-explanatory! It gives me everything as far back in time (and even further) than I need/want for my clients' accounts. Some of the reports may be too detailed or not useful enough when reporting only needs showing current month's figures. For example, if just looking at last week versus previous weeks, there isn't much difference between them; however, trying to compare with months ago would show more detail and make sense. Also, some areas where "Closing" could have been added so we can see how our closing numbers compared against budgeted amounts etc., but this was already mentioned earlier by another reviewer who said he had asked about adding those features previously. We needed something different from what other companies offered, so went straight to Clients & profits.

img 1 attached to Clients & Profits review by Carlos Phillips



Pros
  • Customizable
  • Simple design
  • Easy accessability across devices.
  • Ability To Search By Client Or Company Name And View All Of Their Accounts In One Place With Detailed Reports Available On Every Page
Cons
  • Empty

Comments (1)

Пожалуйста, войдите, чтобы написать комментарий
September 09, 2022
No translation
Pleasantly surprised.