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757 Review
89 Karma

Review on OurRecords by Rafael Gomez

Revainrating 5 out of 5

Great Data Management Solution That Does Not Require Any Training

I love how easy it is for anyone with basic Excel knowledge to set up our system! It takes less than an hour per user after doing some training (which should not be required at all). This makes us very flexible when implementing this product into existing systems or new environments that do require more of a learning curve. We've been able create custom fields through use cases which allows for easier maintenance down the line if we need them added back later. The UI needs work - especially within Accountants who are used to other software interfaces but would still prefer an old-fashioned look/feel. If you can get past the initial setup time then it's worth every second spent making sure your data stays organized using this tool. As mentioned above, having access to users familiar with excel will help tremendously during implementation phases where customization may occur.

img 1 attached to OurRecords review by Rafael Gomez



Pros
  • Very simple interface
  • Easy integration from Dynamics CRM & Xero accounting platforms
  • Great support team in case something goes awry while setting everything together.
  • Extensive reporting options available upon request by customers
Cons
  • Some little things