Unanet ERP for AE vs. Zoho One

All of our accounting needs, from Accounts Receivable tools and Accounts Payable have been able to be met and exceeded by the automation tools that Unanet ERP for AE has implemented. Less appropriate is use for Business Development and marketing, of which we have an additional external system to use as a resource.

Incentivized

Zoho One helps me to create and document each of my closures by creating deals. Zoho One helps me to generate reports, which helps me to track my contact. Zoho One helps me on creating tasks and reminds me to get it done on time. Zoho One keeps each steps and actions I took from lead to a deal.

Incentivized

• Timesheets
• Expense Reports.
• Billing

• Customized dashboards
• Easy to see the kpis for different aspects of my business
• And offers a consolidation of CRM campaign and other applications without having to use other technologies from other companies so it's great to consulate consolidated
• The analytics is great what else
• Collaboration tools are excellent

Incentivized

• The report module can include more canned reports.

Incentivized

• In my opinion, SUPPORT IS AWFUL!!!
• If you want to get in touch with a support representative, your best bet is to call the sales number and demand to speak with an agent.
• Each of the tools operates in a silo, from a support perspective. Some applications, like books, have chat-based support and others require an e-mail.
• In my experience, expect any e-mail to the main support e-mail to go unanswered.
• The first year of support was great, but after we renewed for the second year, it has become terrible.

I rate Unanet high because overall, it is good at what it does. It is user-friendly, allows my organization to bill properly, and is easily adapted by our staff. The drawbacks of Unanet are that its interface is outdated and it is lacking some reporting options. It also has some small issues regarding timesheets.

ZOHO is very easy to use. All you need to do is follow the steps and features aligned in it. ZOHO doesn't need complex coding or training; anyone can easily access and use it. You may feel a bit of difficulty initially, but show me an easy tool when you are using it for the first time.

Incentivized

Support is great as a customer, as a partner I get moved to that team more often and find issues in the support being provided. It also appears that the support agents do not take into account all the information provided and default back to the "step 1 of the playbook" instead of taking into account the business reason the support is being requested and understanding the steps already taken.

Incentivized

We use both Paylocity and Unanet at my organization. Each has its benefits and drawbacks. They work well together. We use Unanet for project management and billing, and Paylocity for payroll processing and management. We chose Unanet for the listed reasons. It makes sense for our business and industry.

The primary reason we switched from Daylite is when we started using Virtual Assistants and wanted a cloud based alternative which Daylite didn't provide. We left MYOB when I think it stopped supporting Apple computers. We left AccountEdge when it stopped supporting payroll tax tables for Apple computers. Thankfully, each time we left one software company we were led to Zoho and have remained ever since.

Incentivized

• Improves efficiency.
• Increases productivity.

Incentivized

• Projects is a lifeline for the onboarding team, as it does the major heavy lifting in onboarding project management
• Data flow between apps is a must have for contextual information to pass on between teams
• In terms of ROI, it happens much quicker compared to having multiple apps to do the job, as Zoho One is a lot cheaper than having many tools.

Incentivized