Easy to use for the most part, but the training is definitely beneficial. Technical support is second to none.
Capterra
This is a very easy-to-use platform, easy to train and implement.
Capterra
The software does NOT work with QuickBooks as we were lead to believe which was the biggest factor for us when we decided to purchase.
Capterra
Need to be able to edit the booking windows.
Capterra
Customer support is great, very friendly, so helpful and very knowledgeable and always there to help no matter what.
GetApp
Sensitive content was the best thing that SERA has. She is the best and made a very difficult transition much better.
GetApp
Some simple things such as multiple emails being sent a quote at the same time is frustrating.
GetApp
I disliked that the job summary from previous work down prior to Sera was not available.
GetApp
Comprehensive CRM package at a reasonable price.
Software Advice
It is so easy to use and easy to navigate. I love NOT having to map and consolidate jobs, that Sera does it for you!
Software Advice
Not easy to customize, some aspects are stilted, different platform versions are inconsistent.
Software Advice
I do not like that info didn't carry over from old system, so we are still using the old system and working out of both is not ideal and more time consuming.
Software Advice
The only redeeming side to this software is it works in conjunction with Quickbooks for payroll and billing. (At least at first) Customer service was always readily available even if they had no clue what was needed to solve an issue.
G2
Support staff is great. System is easy to use. Accessible from the desktop to tablets to cell phones. Zapier triggers are great - need more.
G2
Do not work most of the time and in extremely busy times it fails us a lot.
G2
There is no published roadmap. We don't know if we should invest in developing external (or connected) functionality or not. It would help to have a report writer to develop custom reports.
G2