Pour qui ?

Clearview InFocus serves mid-to-large sized architecture and engineering firms.

Notes moyennes

60 avis
  • Note globale 4.5 / 5
  • Facilité d'utilisation 4 / 5
  • Service client 4.5 / 5
  • Fonctionnalités 4 / 5
  • Rapport qualité-prix 4 / 5

Informations sur le produit

  • Version gratuite Non
  • Version d'essai gratuite Non
  • Déploiement Cloud, SaaS, web
    Installation (Windows)
    Mobile (iOS natif)
    Mobile (Android natif)
  • Formation Formation présentielle
    Formation en ligne en direct
    Webinaires
    Documentation
  • Ressources d'aide Support en horaire de bureau
    En ligne

Informations sur l'éditeur

  • Clearview Software
  • http://www.clearviewsoftware.net
  • Fondé en 2007

En savoir plus sur Clearview InFocus

Clearview InFocus is a powerful project-based ERP solution built for architects and engineers to run their firms more profitably with greater ease. Manage your firm's entire project lifecycle from opportunity to project completion with real-time accounting, billing, and time & expense. These features combined with InFocus's analytic dashboards, API management layer and cross-database analytics, integrated in real time, set it apart from any other ERP solution in the market.

Clearview InFocus - Fonctionnalités

  • CRM
  • Gestion d'entrepôt
  • Gestion de la chaîne logistique
  • Gestion de la distribution
  • Gestion de projets
  • Gestion des bons de commande
  • Gestion des commandes
  • Gestion des ressources d'entreprise
  • Gestion des ressources humaines
  • Gestion des stocks
  • Gestion financière
  • Rapports et analyses
  • Gestion de la conception
  • Gestion de la conformité
  • Gestion de projets
  • Gestion des changements
  • Gestion des documents
  • Gestion des exigences
  • Gestion des fournisseurs
  • PDM (product data management)
  • Suivi des coûts
  • Création de systèmes de représentation de l'information
  • Dessin 2D
  • Devis et offres
  • Gestion de projets
  • Gestion des contacts
  • Gestion des contrats
  • Gestion des documents
  • Modélisation 3D
  • Nomenclatures
  • Outils de présentation
  • Rédaction
  • CRM
  • Facturation
  • Gestion de projets
  • Gestion des devis
  • Gestion des documents
  • Gestion des portefeuilles
  • Gestion des ressources
  • Génération d'offres
  • Outils de collaboration
  • Portail client
  • Suivi du temps et des dépenses
  • Analyse ad hoc
  • Analyse prédictive
  • Analyse qualitative
  • Analyse quantitative
  • Budgétisation et prévision
  • Consolidation et regroupement
  • Fiches d'évaluation (scorecards)
  • Indicateurs clés de performance
  • Planification stratégique
  • Rapports ad hoc
  • Tableau de bord
  • Base de données de contacts
  • Calculateur d'impôts
  • Facturation des dépenses imprévues
  • Facturation des projets
  • Facturation en ligne
  • Facturation récurrente et des abonnements
  • Facturation à l'heure
  • Factures personnalisables
  • Gestion des demandes de paiement
  • Paiements en ligne
  • Paiements mobiles
  • Portail de facturation
  • Prise en charge de plusieurs devises
  • Traitement des paiements
  • Budgétisation et prévision
  • Comptabilité clients
  • Comptabilité fournisseurs
  • Coût des tâches
  • Devis
  • Facturation
  • Gestion de la paie
  • Gestion de la trésorerie
  • Gestion des bons de commande
  • Grand livre général
  • Projections des dépassements de coûts
  • Répartitions des constructions
  • Diagrammes de Gantt
  • Gestion des idées
  • Gestion des portefeuilles
  • Gestion des ressources
  • Gestion du budget
  • Modèles personnalisables
  • Méthodes Agile
  • Méthodes classiques
  • Outils de collaboration
  • Portail client
  • Suivi des étapes
  • Suivi du temps et des dépenses
  • Suivi progression/coût
  • Tableau kanban
  • Allocation de ressources
  • Fonction de glisser-déposer
  • Gestion de l'utilisation
  • Gestion des capacités
  • Planification du personnel
  • Prévision de la demande
  • Recherche filtrée
  • Suivi des compétences
  • Visualisation de données
  • Diagrammes de Gantt
  • Définition des priorités
  • Gestion des modèles
  • Gestion des ressources
  • Gestion des tâches
  • Gestion du budget
  • Méthodes Agile
  • Méthodes classiques
  • Outils de collaboration
  • Suivi de la progression
  • Suivi des échéances
  • Tableau kanban

Avis les plus utiles sur Clearview InFocus

InFocus A Great System

Publié le 15/12/2018
Chuck A.
Director of Appraisal Services
Services environnementaux, 13-50 employés
Temps d'utilisation du produit: plus d'un an
Provenance de l'utilisateur 
5/5
Note globale
5 / 5
Facilité d'utilisation
5 / 5
Fonctionnalités
5 / 5
Support client
5 / 5
Rapport qualité-prix
Probabilité de recommander le produit :
Très faible Très élevée

Commentaires: With hundreds of projects and five offices our managers need to stay current on the status of their work and have the tools to develop new proposals. InFocus is indispensable for personnel management and project performance. Plus it provides financial statement and accounting data that is crucial for senior management and independent accountants. The data available and the variety of the reports are limitless. Also, our clients want their invoices and reports in a wide variety of styles. The open structure and adaptability of the InFocus system is a constant marvel at design and intuition.

Avantages: Its flexibility, power and data retrieval ability. We have forty-five people in our company, with five office locations and six profit centers (disciplines). Of these forty-five people, more than two thirds are field personnel that are often asked to work in various disciplines or support the work in our other offices. At any one time we have a couple hundred projects open for scores of clients. Keeping track of this is incredibly difficult. We worked with Clearview for a couple of months in order to transfer our existing clients, projects, time records and accounting records to our new system. With over 16,000 historical projects and a current work in process in the hundreds of thousands of dollars, we matched to the penny. Working with them is a pleasure. Not only is the InFocus package all that it claims to be, the folks at Clearview are great to work with. Sure there is a bit of a learning curve, but the answers are so intuitive you can’t believe you did not think of it yourself. Their support literature, training videos, white papers and support site are extremely helpful. There may be comparable products out there, but I seriously doubt there is anything better. If there was a better product or solution, these folks would match or exceed it. We all have competition; we need competition to push us to do a better job.

Inconvénients: Getting others in our organization to appreciate and better use this management too.

Accounting and IT Manager

Publié le 19/12/2018
Pamela J.
Accounting & IT Manager
Urbanisme et architecture, 13-50 employés
Temps d'utilisation du produit: plus de deux ans
Provenance de l'utilisateur 
5/5
Note globale
5 / 5
Facilité d'utilisation
4 / 5
Fonctionnalités
5 / 5
Support client
5 / 5
Rapport qualité-prix
Probabilité de recommander le produit :
Très faible Très élevée

Commentaires: Choosing InFocus is one of the best decision we've made. Training can be a challenge when adopting any new system. Clearview offers extensive training videos, consultations, and webinars. Considering most software products continue to improve and implement client-suggested upgrades, I appreciate Clearview's workshops, where users can continue their InFocus education on advanced levels. Having the opportunity to attend has helped me to really hone in on configuring our InFocus database in ways that are compatible with my company's workflow. I also picked up tips and tricks other users developed for their needs.
Customer service is also very important to me. I appreciate responsive, knowledgeable technicians and staff members who listen. They do not over promise, over-sell, or mislead when discussing requests, issues or customization. They believe in empowering their users. I LOVE THIS!! They offer a workshop for those wanting to learn advanced report writing. Support staff will work through any issue or request until it has been satisfied.
InFocus demonstrates its value. Invoicing is fast. Communicating project details flow more smoothly. Preparing invoices in various formats are easier. All this and more are offered for a low monthly cost per user. They even offer a training version of our data for a very low monthly fee, and any user can access it. This has been crucial when I'm working through project setup options and need to test my ideas.
Overall, I love it.

Avantages: It's easy to navigate, more intuitive than other products we've used, and customizable. It's difficult to pick my favorite aspect; it's such a great product overall.

Inconvénients: I wish user's could change the color of the Sandbox (training environment). Having it the same color as the live version can make it a bit confusing when training others.

Functionality at its Finest

Publié le 20/03/2017
Erica L.
Accountant
Génie civil, 13-50 employés
Temps d'utilisation du produit: plus de deux ans
Provenance de l'utilisateur 
4/5
Note globale
5 / 5
Facilité d'utilisation
5 / 5
Fonctionnalités
5 / 5
Support client
4 / 5
Rapport qualité-prix
Probabilité de recommander le produit :
Très faible Très élevée

Commentaires: Being a newer accountant in the engineering industry, I had a bit to learn about how jobs are billed, tracked, etc. It is definitely a different process than accounting for goods being sold! I came into my job as the implementer of InFocus and learned A LOT simply by learning the system. InFocus is so easy to use and straight forward. If there is something that I don't catch onto right away, the Clearview support team is always ready to help and quickly help resolve the issue. As the years have gone on they have updated the system based on feedback from their clients, which is amazing! The changes they have made make things run more smoothly and it is great to know that they are listening to the needs and desires of their clients. InFocus also has a built-in reports, but also its own report builder tool if the report you need isn't automatically there you can create it yourself! Overall, I would definitely recommend InFocus to anyone looking for new engineering software. The program is easy to learn, easy to maneuver in and provides everything you would need. Even your specific need isn't met you can simply reach out to their support staff and be taken care of. It is a great software, but even better customer service - thank you Clearview team!

Avantages: Ease of use, availability of support staff, resolution of issues, suggestion forum Clearview provides

Inconvénients: Export to excel needs manipulated often, if modified the journals will show both versions

Great SAAS accounting solution for an ACEC firm

Publié le 26/02/2018
Gregg F.
IT Manager
Temps d'utilisation du produit: plus de deux ans
Provenance de l'utilisateur 
4/5
Note globale
4 / 5
Facilité d'utilisation
4 / 5
Fonctionnalités
4 / 5
Support client
5 / 5
Rapport qualité-prix
Probabilité de recommander le produit :
Très faible Très élevée

Commentaires: All accounting software and data is offsite, no servers or data to worry about locally! :)

Avantages: * No need to keep software on servers on site. Everything is in the cloud.
* Local client install.
* Easy to use trouble ticket system when there is an issue.
* Since it is cloud based, it is always up to date.

Inconvénients: * Occasional data slow downs which we have no control over because the software is running on Clearview's servers.
* The Microsoft ClickOnce technology used for the local client requires web browser ClickOnce integration which is built into Internet Explorer and Edge web browsers, but doesn't always work well with edge. You can get a ClickOnce plugin for Google Chrome, but it's not a transparent "click the icon on the desktop" scenario there either.
* No hosted SMTP server. If you want to send email, you'll have to utilize your own SMTP server, at an additional cost and there is also a charge if you want Clearview to help you set it up. This is my only real "gripe" about the service. It should come with it's own email capability for the cost and to truly be a service.
* I think it is a great Software As A Service overall, but you should know about the weaknesses going in.

InFocus for engineering firms

Publié le 20/12/2018
Alla D.
Assistant Controller
Génie civil, 51-200 employés
Temps d'utilisation du produit: plus de deux ans
Provenance de l'utilisateur 
5/5
Note globale
5 / 5
Facilité d'utilisation
5 / 5
Fonctionnalités
5 / 5
Support client
5 / 5
Rapport qualité-prix
Probabilité de recommander le produit :
Très faible Très élevée

Commentaires: Overall, flexible software accommodating engineering firms and great support team to work with.

Avantages: Absolutely incredible customer service - a great team of highly skilled professionals providing a quick answer via an open ticket, a walk-thru via Webex or customization via a Work order. Customization in data presentations, security, permissions, reports. An end user can do a desired customization him/herself or ask the Clearview team to run a script to implement it. Constant development and training. Workshops, webinars, announcements, updates. Continuous improvement in all InFocus features and options. Clearview team always moves forward to the new advanced ways to use the system, always up to date with technology.

Inconvénients: Whenever and whatever we like least in InFocus, we bring it up to the support team and try to change it to the way it would work out for us or find the best solution for it. In most cases it is all repairable and we get the changes we want to use InFocus more efficiently. InFocus team is open for ideas and suggestions and many improvements we asked for have been already in place and we use them routinely now.

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