Header banner
Revain logoHome Page
Patrick Nepal photo
1 Level
1287 Review
69 Karma

Review on DataDear by Patrick Nepal

Revainrating 4 out of 5

DataDear - Good product if used consistently

The tool is very flexible, easy for use by both sales people as well as accounting persons. It also offers good support when I've been away from my computer (for example I'm at an international conference). There are some minor issues with formatting (e.g., line breaks) in one specific version of the application that can be fixed using simple adjustments. A quick way to present the latest transactions of your accounts to management and clients. I like that you can easily pull in invoices or other files from your accounting software, which is integrated for us via xerotouch. It's not as easy on my end (and others' who are using it) because we need more guidance around how best to use this tool. If anything, they should have had some training when initially launching! We're solving our invoice consolidation issue, so having an easier way of pulling together all related information has been great.

img 1 attached to DataDear review by Patrick Nepal



Pros
  • Easy set up process works across multiple platformsEasy format optionsGreat customer service response timeI love being able access client info without opening Word
Cons
  • No ability save edits/amendations once made.
  • Very basic design features such