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Review on OAK!Merge by Joe Duncan

Revainrating 4 out of 5

Intuitive user friendly program with many features

The best thing about OAK!Merge is the ease of use. It is so intuitive and easy to use that you can figure it out in a matter of minutes. It is a great tool for any size business. I wish there were more options for templates and layouts. I would like to be able to customize to some extent. OAK!Merge is a great tool for any size business. There is not much to dislike about this product. It is easy to use and very intuitive. I can't think of anything that I would change. If you are looking for a simple tool that you can use without much training, this is the tool for you. We are using OAK!Merge to import data from our CRM into our accounting software. We are also using it to import data from our accounting software into our CRM.

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Pros
  • Simple interface
  • Easy importing across multiple platforms including Salesforce,
  • Excel files as well.
  • Good support group available via email or telephone (if needed)
  • A lot less costly alternative compared with expensive ERP solutions such SAP etc
Cons
  • Can’t run reports directly through spreadsheet
  • No native iPad app
  • Limited functionality when exporting report