Pour qui ?
Any business that sends proposals to engage their clients
Notes moyennes50 avis
- Note globale 4.7/5
- Facilité d'utilisation 4.5/5
- Service client 4.7/5
- 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
- Essai gratuit 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 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.
Publié le 13/11/2018
A great product
Commentaires: It has allowed us to move from the more traditional time billing system to a fixed fee program that clients seem to really like. One day we won't need timesheets and this will help us get there!
Avantages: I love this program for ease of use. it does what it needs to. I can set quotes to be sent out and when they are accepted they fill in bank details to do direct debit. I don't need to do anything else. I love the new update for recurring billing so I don't have to send out new annual fee quotes if we agree that the same price is still relevant.
Inconvénients: I possibly don't use it to its full capacity as when we started using it the software was very basic but the new updates are making it a bit better. I don't have much negative to say.
Publié le 02/10/2019
PI has changed the way we work!
Commentaires: The ease of the software and the support of the staff (in particular Matt) has been amazing, highly recommended
Avantages: I love the ease of sending our scopes of works to our clients and collecting retainers and fees without the horrible debt collection calls
Inconvénients: A few teething issues in the start with finds collecting adding 10% when it shouldn't
Publié le 10/07/2019
Watch Your Chargebacks
Commentaires: It's going to be easier and to be more in control of my clients since it doesn't matter there's no recourse once Practice Ignition chooses to believe the other person instead of the people paying for the service. I can do the same thing and work directly with any challenges instead of just sucking it up and losing thousands more.
Avantages: After getting used to it, it didn't seem bad at first but then the charge backs hit without any formal notice nor warning.
Inconvénients: A former client said they didn't receive the services, Practice Ignition asked me to defend the potential charge back but then it was a waste of my time to do anything because they took back the entire amount, on top of already having charged me for the merchant fees.
Réponse de l'éditeur
envoyé par Practice Ignition le 17/07/2019
Hi Dwayne, My name is Tom Maxwell and I'm on the leadership team at Practice Ignition. I'm truly sorry you had this experience but please allow me to clarify your concerns here:
Unfortunately, your client disputed your charge which initiated an immediate reversal by the clients' bank. Immediate reversals are completely out of our control, which is no different to any payment processor, (including Intuit, as an example: https://intuit.me/2JNFyzg).
As soon as we were made aware of the dispute, we immediately contacted you, and as a standard practice, we offered to submit evidence on your behalf. We also asked you to submit more evidence that the dispute had been resolved between you and your client, to strengthen your case. You declined to take up this offer.
Dwayne, please know we are here to help in circumstances that fall outside our control. We are sorry your experience went this way and we hope that we have the opportunity to win back your trust again.