par Practice Ignition
Pour qui ?
Any business that sends proposals to engage their clients
Notes moyennes47 avis
- Note globale 4.5 / 5
- Facilité d'utilisation 4.5 / 5
- Service client 4.5 / 5
- Fonctionnalités 4.5 / 5
- Rapport qualité-prix 4.5 / 5
Informations sur le produit
- À partir de 75,00 $US/mois
- Prix Starting at $65/mo (USD) for 25 active clients (billed annually)
- Version gratuite Non
- Version d'essai gratuite Oui
Cloud, SaaS, web
Formation en ligne en direct
Informations sur l'éditeur
- Practice Ignition
- Fondé en 2011
En savoir plus sur Practice Ignition
Practice Ignition is a powerful way to run your client-focused business. Create and track proposals with built in contracts and engagement letters, bill clients with variable payment options (recurring, one time, etc.) and get important business insights all in one place. Then you can automate your accounting and workflow tasks through integrations. Practice Ignition will help you sign more clients, improve cash flow, streamline client on-boarding and forecast your company's success.
Practice Ignition - Fonctionnalités
- Bibliothèque de contenu
- Gestion de la base de connaissances
- Gestion de versions
- Gestion des appels d'offres
- Gestion des contacts
- Gestion des documents
- Gestion des flux de travail
- Gestion des pipelines
- Piste d'audit
- Signature électronique
Avis les plus utiles sur Practice Ignition
Publié le 13/06/2018
Practice Ignition is makes service proposals with complex billing arrangements simple and easy.
Avantages: The three main things I like the most about Practice Ignition are: 1. It's ability to handle complex billing arrangements in a proposal. It is the only platform I have come across that can easily manage up front fees, with recurring billing for a fixed period, and display this easily on a proposal. 2. I love the fact that you can set the proposal to require a credit card or bank details before it is accepted. Practice Ignition then collects the funds for you. One of the most difficult parts of running a service business is getting paid, but with Practice Ignition it takes that all away because the upfront fee is billed on acceptance, then the recurring billable amount is billed as set out in the proposal. It couldn't be easier. 3. The integration Practice Ignition has with Xero and WorkflowMax (XPM) is incredible. Once a proposal is accepted, it creates the job in WorkflowMax based on the job templates you have setup in WorkflowMax, and creates the invoices in Xero. It literally takes all the administration out of running a professional services company.
There are a few features I would like to see Practice Ignition develop, but after speaking with them they are going to push it right up the priority list as they agree. These features are:
1. The ability to create a recurring rate on recurring jobs
2. The ability to set a due date on a job - at the moment this is picked up from the contract end date. My understanding is this will be sorted soon, so by the time you read this it may be sorted!
Publié le 01/10/2018
Practice Ignition Review
Commentaires: It’s been pleasant. This product came highly recommended by other accountants, so we gave it a shot. Again, from the client side, it’s nice to have them sign one agreement for multiple contracts. The dashboard is great, and the automated reminders really save our staff time following up on contracts that go out. If they could provide more than 1 template option, we’d have scored higher.
Avantages: We moved to Practice Ignition after using a few other contract management platforms, because we felt it offered a better experience for our clients. It does in offering one signature for multiple contract types (tax, consulting services, implementation services, etc). It is superior to other platforms from that standpoint. We also felt the co-branding was better. Also, greatly appreciate the automated reminders.
Inconvénients: By far & the reason I did not score higher, was the fact that we are limited to one template when sending contracts. We send new engagement agreements and renewal letters via Practice Ignition, but the template that accompanies each agreement can not be customized. The email template we send to new clients needs to be different than the email template sent to renewal clients, but I have been told it can’t be changed. This does not allow for a productive workflow.
Publié le 29/06/2016
Practice Ignition - Review
Commentaires: Great product for Accountants and Bookkeepers looking to move to a package / upfront billing model. Particularly good for our firm, as it integrates into our client database, and deploys our job flow once a proposal has been accepted. It also has website connector, so we can sell our services on our website, and initiate the on boarding process from there. Provides analytics and internal notes which is also really helpful. Additional reporting would be nice.
Avantages: All in one solution. Client engagement documents, jobflow deployment, billing.
Inconvénients: Can take a while to get your head around.
Publié le 13/03/2018
Fantastic proposal software which streamlines our business development and sales funnel.
Commentaires: I love this software. We no longer have to deal with sending quotes out, then waiting for a 'yes' then send out an engagement letter and wait for that to be signed and returned (which would mean the customer printing then scanning back to us) all before we start work and then start billing. Now we can send one form online that converts to an engagement letter once signed (electronically) and we're away. It can also be updated an changed around so easily with a full audit trail behind it.
The software enriches the perception of our brand and instils a modern and progressive view of our business in the minds of our prospects.
Allows us to avoid 'scope-creep' by ensuring that we do not provide more than what we have agreed to without earning more for doing so.
Inconvénients: The reporting function of this software could be improved. High-level analytics are good but drilling down into some metrics would save time with spreadsheets.
Publié le 17/07/2019
I love that:
1. You can attach a business profile with your proposal
2. Show a breakdown of your services and give a brief description of each. This really adds value
3. Set up reminders for clients to accept proposal
4. Send invoices directly to Xero once a proposal is accepted
5. With the help of Zapier, send work flows to Asana
Inconvénients: The challenge is that the invoices sent to Xero are sent without their tracking categories. One has to manually update these invoices for tracking categories. A feature that send these invoices with tracking categories would be great.