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38 Karma

Review on opensourceCM Contract Managment by Richard Puckett

Revainrating 5 out of 5

Great Contract Management Software - especially useful toolset

It's easy for our small business clients to use, is has a lot of options available that can be tailored according to their needs and allows them to track all aspects of contract management in one place, which makes it easier for us as well! The software isn't fully integrated with our accounting system, so we have to manually enter data into accounts each month.

img 1 attached to opensourceCM Contract Managment review by Richard Puckett

This means there are some manual steps involved at times if things aren't entered correctly or updated when necessary. We solved the issue of having multiple systems (e.g., Excel) for tracking client information by using Open Source CM, allowing us access to everything right through one platform.

Pros
  • Easy to Use interface; lotsa bells & whistles included.
  • Good set up wizard tool helps new users get started quickly
  • Can customize settings/processes specifict o your practice
Cons
  • Will fit