¿Quién utiliza este software?
OneSource is built for companies who value a simple-to-use CRM solution and require mobile access and reporting.
Valoración media
7 opiniones- En general 4.1 / 5
- Facilidad de uso 4 / 5
- Atención al cliente 4 / 5
- Funcionalidades 4 / 5
- Relación calidad-precio 4 / 5
Detalles del producto
- Precio inicial 2400,00 US$/una vez
- Versión gratuita No
- Prueba gratis No
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Implementación
Instalado: Windows
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Asistencia
Horas laborables
En línea
Datos del proveedor
- OneSource Software
- http://www.onesourcesoftware.com
- Fundada en 1998
Sobre OneSource
If your company has 1-30 employees (users) and is looking for a simple, all-in-one CRM/Contact Management, Order Entry, Inventory Tracking, Job Tracking, Purchasing, AR, AP, Banking, GL application--you may have found the perfect solution to your needs--for a very reasonable price.
Funciones de OneSource
- Acceso móvil
- Almacenamiento de documentos
- Evaluación de clientes potenciales
- Gestión de tareas
- Gestión del territorio
- Integración de automatización de marketing
- Integración de chat interno
- Integración de redes sociales
- Marketing por correo electrónico
- Presupuestos y ofertas
- Segmentación
- Sistema de calendarios o recordatorios
- CRM
- Creación de informes/análisis
- Gestión de activos empresariales
- Gestión de almacén
- Gestión de cadena de suministro
- Gestión de inventarios
- Gestión de la distribución
- Gestión de pedidos
- Gestión de proyectos
- Gestión de recursos humanos
- Gestión de órdenes de compra
- Gestión financiera
- Base de datos de contactos
- Búsqueda de clientes potenciales
- Búsqueda/filtro
- Contactos compartidos
- Gestión de clientes potenciales
- Gestión del pipeline de ventas
- Importar/exportar contactos
- Segmentación
- Seguimiento de interacciones
Los productos más populares
Las opiniones más útiles de OneSource
Sometimes Complicated
Publicado el 17/9/2019
Lynn B.
Comentarios: Overall, I do like the returns that OneSource allows me to produce, but it is not easy to use in my opinion, and I seem to be calling for support more often than I should have to in order to figure things out (and, as previously noted, there is not always an answer or a logical fix to the problems I have encountered). The support has always been good though. The people are polite and knowledgeable for the most part, and they do get back to you quickly when you have a problem.
Puntos a favor: I have used OneSource for the preparation of estate tax returns and gift tax returns. It produces a good return for filing and has a great added benefit of a MA estate tax option to create the MA estate tax return after the federal estate tax return is complete. Once you get used to the data entry options and the lingo, it works pretty well.
Contras: It took me a long time to get used to how to use OneSource effectively for estate and gift tax return preparation. It is not overly user-friendly or intuitive. There have been some issues with the software that I had to call support to help with, and the answers are sometimes an end-run around what the software should be doing (for example, a calculation was not coming out correctly, so I was told that it was impossible to correct it and that I had to make an extra entry to "create" the correct result, which the IRS will scratch their head at when they see it).
One source is a versatile software program
Publicado el 3/10/2019
Cara H.
Puntos a favor: The versatility of this program is awesome. I can enter my time into my time sheet, review my job history, and look up my paystub history.
Contras: Sometimes it is difficult to make changes or edit fields in this application.
Respuesta de proveedores
por OneSource Software el 4/10/2019
Cara: Our application is built for small wholesale distribution companies. We do not have USAA as a customer and we do not have a time sheet in OneSource. You may want to to find the proper vendor and move this review to their profile. --Thank you!, Steve Childs
ONESOURCE TAX
Publicado el 13/4/2017
Marcia S.
Comentarios: We are in our first year of using ONESOURCE as our tax software. The implementation process was very easy and went smoothly. The software is very intuitive and easy to use and learn. I like the tree layout for the tax structures.
Puntos a favor:
Tree layout for the structure
Easy to use and learn
Very intuitive
Contras: The billing system has been a challenge. Payments are not posted to the right account and we get multiple invoices even if the bill has been paid or credited.
This is our first year to use the software but I have found it easy to learn and use.
Publicado el 28/6/2017
Marcia S.
Puntos a favor: It is intuitive and easy to move around it. I like the tree format where you can expand and close pieces so as to see everything. Statements attached to the return are in an easy to read and follow format.
Contras:
It disconnects after a certain amount of time, even if you are working in the software.
Can not produce the type of detailed reports I am used to, even in their Data Query package, which is an add on piece and costs extra money.
More times than not the wait for customer service is at least 30 mins.
Property Tax
Publicado el 24/8/2018
Usuario verificado
Puntos a favor: I am new to OneSource for Property tax but so far I find it a very useful program.
Contras: I don't think it's fair to judge at this point. I have only been using this program for a year or so .I have not gotten into all the features. So far I have no issues.
