Get a perfect view of all your business activities on one single screen with Practice Ignition. Its Business Intelligence dashboards provides you with every information possible at just one single click. Get an oversight of where your business was in the past, where it is currently and also where it is heading. View your forecast growth with well defined charts and tables and make decisions accordingly. Track the performance of your sales team with the sales pipeline overview. Stay updated with all your unbilled projects and unpaid invoices and make timely reviews and follow up calls to all your clients.
|Support||Online||Customer Type||Medium Business Small Business|
|Deployment||SaaS/Web/Cloud||Category||Business Intelligence Software|
Up to 100 active clients
Up to 500 active clients
Up to 1000 active clients
For customized plans and volume licensing plans, contact sales department.
Disclaimer: The pricing details were last updated on 30/03/2018 from the vendor website and may be different from actual. Please confirm with the vendor website before purchasing.
Pros: I LOVE that as soon as a prospect accepts our Proposal, we get paid . No uncomfortable moments of asking for money or worse, chasing invoices.
Cons: I can only offer one solution. I wish PI could offer a 3 prong Proposal where prospects could choose Options
Overall: Excellent experience
We've been able to streamline our proposal and renewal process, sending multiple letters of engagement (tax, advisory, implementation services) within one link. We like the ability to customize the templates and branding. This platform was recommended to us by several people in the accounting industry, and we're glad to have made the switch.
There is an inability to switch between different templates, so renewals get the same email that new clients get, which can be confusing.
The platform is much less cumbersome for clients than other solutions we've used in the past. It helps with the first impressions of the firm, and clients are bogged down signing multiple contracts for different services. The ease of use for clients has been greatly improved.
Pros: The thing i like most is the ase and efficiency of use
Cons: ummm building the templates was probably the only thing
Overall: It's changed the way we work - and I don't have to call debtors any more!!
Pros: 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.
Cons: 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.
Overall: 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!
Pros: Practice Ignition has allowed me to start up my business efficiently and effectively with its recurring billing function and engagement templates.
Cons: Would like a function where if clients utilise a credit card then fees go on top of your proposal.
Overall: Great experience so far, customer service has been great.
Pros: Clearly outlines the cost to the client
Cons: Integration with XPM requires proposal to be broken down into makes detial than I'd like to present to the client
Pros: Easy to navigate and self explanatory. There is someone to contact should be experience any difficulty.
Cons: There is nothing specific I like least about this software
Pros: We were struggling to keep track of all our proposals, engagement letters, and billing schedules in a Google Sheet prior to using Practice Ignition. After we started using P.I., we saved immense amounts of time by completely automating the engagement letters & billing. It's also incredibly easy to go search and see what we are doing for each client in P.I. now...
Cons: My biggest suggestion right now for P.I.: Allow me to create my 3 package proposal in a nice one page proposal that I would email to my clients. Once they select one of the proposals, they would just click through to the Engagement Letter and then on to the Payments... This would save the other 2 unaccepted proposals as archived historical packages so that I could go back and review what I had proposed to my client.
Pros: 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.
Cons: 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.
Overall: 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.
Pros: Zero debtors problem!
Integrates with Xero & Xero Practice Manager so workflow and sending of client invoices is automated
Cons: No smartphone app/access.
Delay in receiving client funds when not using credit card.
Overall: Incredible customer service and support. They seriously go above and beyond.
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