Robin’s Review List
Robin is an experienced tech journalist who spent well over 5 years writing about the development and future of B2B and SaaS industry. He specializes in writing about finance and accounting related B2B solutions and currently is a member of FinancesOnline review team where he tests and analyzes the latest solutions that enter the market.
How to choose the best accounting software? Here’s some advice from Robin:
Businesses need to invest in a good quality accounting software to keep their finances in order and track expenses and profit/loss. To ensure you select a high-quality accounting system you should look for the following features:
- It should perform basic accounting tasks like invoicing, expense and income tracking, and financial report generation.
- You should be able to automate tasks like automatic billing and recurring payments.
- Other important features are quote and estimate creation, tax preparation, multi-user access, payroll processing, mobile access, and third-party integration.
Make sure the software is a good fit for your industry and offers customized solutions for your business requirements. It should help you comply with financial regulations and tax laws. The vendor should keep your data secure and back it up regularly. It’s also great if a FinancesOnline.com review of the product shows any quality awards that would prove the vendor is in fact one of the leaders on the market. Finally, the package should be cost-effective and the software company should provide prompt and reliable customer service and tech support.
Top B2B software recommended by Robin:
8×8 VoIP Phone Service Review: it offers features such as smartphone integration, internet faxing, and web conferencing. Its online dashboard provides call management controls. This product is used by businesses in industries such as transportation, finance, construction, insurance, and health care as well as by companies that have multiple office locations.
8×8 Virtual Contact Center Review: it’s a cloud-based communications platform that is used by more than 40,000 companies. It is a powerful yet simple system that is highly secure. The solution provides integrated facilities and its customers use it to achieve smooth and effective communications across their business levels.
ActiveCampaign Review: is a CRM software that offers various features of small business marketing in an integrated and user-friendly platform. You can use the tool for social media marketing, create relevant emails, and effectively apply marketing automation technology. ActiveCampaign is utilized by more than 100,000 users worldwide.
Atlassian Confluence Review: a team collaboration software that allows you to share business information with your team members. You can create, organize, and discuss work details with your team. The application allows you and your colleagues to work in one place.
ShareFile Review: a suite of solutions for file sharing designed primarily for business needs, though it can be deployed for personal use as well. It features a wide range of secure and efficient sharing options.
Autodesk PLM 360 Review: a cloud-based product lifecycle management software. The application is intuitive and easy to deploy. Autodesk PLM 360 makes it simple to manage projects, processes, and people effectively by automating important tasks and delivers accurate information to team members.
BambooHR Review: an online human resources (HR) software for small and medium-sized companies. It offers a Human Resource Information System (HRIS) that can be used for changing HR needs. HR professionals can use BambooHR’s HRIS and BambooHR’s Applicant Tracking System (ATS) to manage employee details.
Campaign Monitor Review: makes it simple to create and optimize your email marketing campaigns. You can use it to easily design personalized messages for your customers and company fanbase. Plus, you can optimize your campaigns by using detailed reports and advanced analytics.
Chargebee Review: allows users to automate their recurring billing, manage subscriptions, and access insightful metrics. You can avail SaaS billing and make use of the elegant API layer. You can use Chargebee to gain more control over your product diversification and member management, and gain deep insight into your member cash flow and revenue cycles.
Decibel Insight Review: offers a full suite of behavioral analysis tools you can use to get insight into your digital audience. You can use the insights to gain leads and boost your website sales. The intelligence can also be used to optimize on-site experience to convert your website visitors into customers.
Desk.com Review: a web-based support ticket help desk application and customer service software for small and large businesses. It provides out-of-the-box support to help you offer good customer service. You can store all your data together and get insights to make smart business decisions.
e-SignLive Review: an electronic signature solution that offers multiple deployment methods such as on-premises, private cloud, and public cloud. You can use the SaaS platform to deploy immediately using the on-demand service. The application integrates smoothly with your core systems and web portal.
Salesforce Marketing Cloud Review: (formerly known as ExactTarget) provides digital marketing automation and analytics software and services. You can use the email automation feature to create personalized email marketing campaigns. Plus, you can use the Journey Builder feature to design 1-to-1 customer experiences across multiple channels.
FinancialForce Accounting Review: provides the financial information accounting teams need to make better decisions. You can view departmental tabs that combine sales, collections, billing, and related expenses on a single page. Plus, you can deliver financial reporting and important metrics from the cloud to your browser or mobile device.
FinancialForce ERP Review: makes use of cloud, social, and mobile technologies. It provides customer-centric process improvements which can boost both the top and bottom line of companies. They can use the system to operate at optimal speed and get their work done easily and quickly.
FinancialForce HCM Review: (Human Capital Management) is an enterprise class, secure, and scalable platform. You can use it to share workflows and approval processes to boost collaboration between departments. The application provides common reporting and analytics tools for your entire business.
FinancialForce PSA Review: is a cloud-based Professional Services Automation (PSA) platform that integrates its business automation tools with the Force.com cloud computing platform. The application is used by a number of leading service organizations. FinancialForce PSA enables companies to boost utilization rates, enhance revenue per billable employee, and complete projects within schedule.
FreshBooks Review: a leading invoicing software that is designed for the needs of service-based small businesses. You can easily send invoices, manage expenses, track time, and get paid online. FreshBooks allows you to create professional-looking invoices that have your own logo.
PipelineDeals Review: a sales CRM software that can be used to manage your contacts, leads, and deals. It is a suitable app for sales teams of all sizes. PipelineDeals is used by more than 3,600 companies to boost the productivity of their sales teams.
HasOffers Review: a performance marketing software that helps users measure and optimize their online and mobile marketing campaigns in real time. It offers robust targeting and tracking to boost your mobile performance campaigns. Plus, it offers international capabilities such as multi-currency and language support to help companies go global.
Hatchbuck Review: an easy-to-use sales and marketing application for small businesses. It combines CRM functionality with automated marketing features. Hatchbuck offers all the tools small companies need to automate their marketing activities and drive higher sales.
Infusionsoft Review: is a full-featured sales and marketing automation software for small businesses. The application combines CRM, lead capture, email marketing, and e-commerce features. More than 30,000 small companies use Infusionsoft to boost their business productivity.
Insightly Review: an easy yet powerful CRM and project management solution that is used by more than 400,000 small companies worldwide. You can use it to manage leads, contacts, suppliers, and vendors. The app’s social CRM feature detects all social media profiles linked to a contact’s email address.
Intacct Review: a reliable cloud-based accounting software that is suitable for small to medium-sized companies. The tool offers robust features that are a step up from those offered by entry-level and midmarket accounting systems. Intacct is used by more than 10,500 customers to manage their financials.
JIRA Review: offers flexible issue and project tracking features combined with agile tooling functionality. Your software team can use the application to plan, track, and release top quality software. They can create user stories and issues, plan sprints, and assign tasks to team members.
Jobber Review: a service scheduling software that allows users to organize their visit scheduling, quotes, billing, and invoicing processes. It offers features that help to efficiently run a mobile service business. Your team can use Jobber’s mobile apps to improve their productivity in the field.
KashFlow Review: an award-winning accounting app with payroll for small businesses. It is a simple and effective program that makes it easy to keep your books in order and saves time. Kashflow is powerful yet easy to use and is accessible from anywhere. Its main features include invoice templates and automated invoicing.
LeadExec Review: a lead management solution that helps marketers fill the funnel for sales teams. It is a single app that can be used to deliver leads to field sales teams, lead buyers, franchisees, and call centers. You can use LeadExec to capture leads from the internet, landing pages, forms, and phone calls.
LiquidPlanner Review: a suitable project management app for technology teams. The software’s predictive scheduling engine updates your project dates to enable your plans to keep pace with your business. LiquidPlanner’s workload intelligence feature helps users get a realistic idea of when they can complete IT projects with existing resources.
LiveChat Review: a premium live chat and help desk software for business. It is used by more than 13,000 companies in about 130 countries. LiveChat offers clean and clutter-free apps that are easy to use. It provides chat tools such as chat tags, visitor information, canned responses, and message sneak-peek.
LivePlan Review: a business plan software that helps users easily create investor-ready business plans. You can use the application to pitch, plan, and track your business anywhere. Plus, you can use LivePlan’s One-Page Pitch to document various business ideas in a beautiful visual format.
LogicMonitor Review: a SaaS performance monitoring platform for IT teams. You can deploy fast, monitor more, and improve your operations. LogicMonitor offers a single platform to monitor on-premise, cloud, and hybrid datacenters.
ManageEngine ServiceDesk Plus Review: an ITIL-ready help desk software that offers project and asset management features. The application is easy to use and boasts advanced ITSM functionality. It helps IT support teams offer top quality service to end users, and reduces complexity and costs.
Mavenlink Review: an online project management software that combines performance analytics, collaborative project management, project financials, time tracking, and resource planning in one intuitive application. You can know the performance of projects, profitability of clients, and utilization of your resources. Then, you can replicate what is effective.
MozyPro Review: lets you schedule regular backups. It is an award-winning cloud backup service that offers automatic backup protection. You can schedule your backups continuously throughout the day. Mozy offers affordable backup packages to save you time and money.
NetSuite ERP Review: runs all your important financial business processes and back-office operations in the cloud – including inventory, accounting, and supply chain and order management. It offers comprehensive financial management features for business growth. NetSuite ERP is used by more than 24,000 organizations in over 100 countries.
NetSuite OneWorld Review: a global ERP that allows you to manage your multinational business from the cloud. It addresses the complex multicompany and multinational requirements of midmarket organizations. NetSuite OneWorld enables companies to adjust for taxation, currency, and legal compliance differences at the local level, with regional and global business consolidation and roll-up.
New Relic Review: a performance management software that enables developers to diagnose and resolve application performance problems in real time. It offers software analytics for better customer experience. New Relic uses real-time data to bring together the complex infrastructure and applications used in your business.
Oktopost Review: a social media management application designed to publish social messages, carry out social sales, and support employee social advocacy. You can use it to easily measure, manage, and improve your social media marketing. Oktopost is used by thousands of satisfied marketers around the world.
Phone.com Review: your business phone service in the cloud. You can use the application’s intuitive web interface to build and manage your business system. Phone.com offers more than 50 features to help your company become more mobile and efficient.
Pipedrive Review: sales pipeline software that helps you get organized. It is easy to use for sales professionals and they can focus on the right deals. In short, Pipedrive is a simple and visual sales pipeline application that can boost the productivity of your sales team.
Procore Review: its construction management software can fulfill all your project management requirements. Its all-in-one platform offers a full suite of project management features to maximize collaboration and efficiency. Procore’s field, financial, document management, and mobile tools can used on projects of all sizes to ensure efficiency and boost profits.
ProWorkflow Review: an online project management software that been used to manage more than 1.9 million projects. The application offers schedule management, invoice, task delegation, quotes, and reporting tools. The vendor provides free training and excellent support to help you use ProWorkflow easily.
SalesforceIQ Review: (formerly RelateIQ) offers smart CRM features for small businesses and productivity apps for sales teams. You can empower your sales team with relationship intelligence for smarter selling. There is no need for data entry as SalesforceIQ automatically updates itself with relevant data from your prospect and customer communications.
Salesforce Service Cloud Review: a customer service solution that helps companies provide faster and smarter customer service. It offers the right tools to support agents to enable them to close cases faster. You can provide intelligent self-service options to your customers by giving them access to the answers they require to resolve issues on their own.
Salesforce Sales Cloud Review: a leading sales application for managing accounts, contacts, and business opportunities. You can track all your customer information and interactions in a single place, anywhere. The application offers best practices and in-line intelligence to help drive deals to closure.
Stitch Labs Review: an online inventory control application that simplifies your entire retail business. You can use the app to centralize inventory from multiple channels. Stitch offers robust features and integrations to boost productivity and let you focus on important tasks.
TalentLMS Review: an easy-to-use e-learning platform that lets you create online courses in the cloud. You can utilize the application’s social integrations to reuse your presentations, videos, and online material. TalentLMS works well with iPad/iPhone and Android mobile devices.
TribeHR Review: an online human resources software for small and medium businesses. It helps companies attract and recruit the right talent. TribeHR automates repetitive tasks and reduces the hiring cycle for better results.
Vocalcom Review: offers cloud-based contact center software solutions for sales, marketing, and support. The application is simple to set up and there are no infrastructure costs. You can pay as you go and the platform is scalable to meet your business growth.
When I Work Review: a simple employee scheduling software that offers an online time clock and free scheduling apps. Send mobile alerts to your employees about their shifts. The application offers an easy way to schedule and communicate with your hourly employees.
Workable Review: an online recruitment platform that offers everything you need to hire in one place. You can get started in minutes and do not need any downloads or training to use the app. From posting your job ad to managing candidates, Workable saves time spent on admin.
WorkflowMax Review: a cloud-based job management software that offers features such as workflow management, quoting, invoicing, job management, and time sheeting. WorkflowMax integrates with 31 popular software applications. It is used by more than 5500 service businesses.
Workfront Review: a project management software that expertly manages all of your work, not just projects. It is a cloud-based solution that manages all your projects in one place. Features include digital asset management, online proofing, integrations and API, enterprise-grade security, time tracking, and reports and dashboards.
LiveAgent Review: a multichannel support software that is used by more than 25,000 companies worldwide. You can use the application to quickly connect with your customers and potential clients in real time. LiveAgent sets up your website chat facility in minutes.
Zendesk Review: is a web-based customer service and support ticket software used by more than 60,000 organizations worldwide. It offers an elegant customer service system for dealing with inbound ticket requests from multiple channels such as phone, web, chat, email, and social. Zendesk also offers a self-service portal to enable users to help themselves.
Zoho Books Review: an online accounting software designed for small businesses. You can use it to manage your bills, invoices, inventory, banking, and do mobile accounting. You can send professional invoices to clients and start accepting online payments.
Zoho Campaigns Review: an online email marketing application with social media and Zoho CRM integration. You can create, send, and track effective email campaigns to build lasting relationships with your customers. Plus, you can promote on social media by sharing campaigns on social networks.
Zoho Creator Review: offers an intuitive drag-and-drop interface to help you develop custom solutions for your business. You can use the app to convert your ideas into custom business applications. The low-coding platform enables you to easily build online database applications for your business needs.
Zoho CRM Review: gives you an all-round view of your complete sales cycle and pipeline. You can use the app to spot opportunities, identify trends, boost efficiency, and minimize costs. Plus, you can prioritize and sell smarter by getting a list of prospects and activities that are important to your business.
Zoho Docs Review: a cloud-based document management software that helps you store all your documents in a single place and seamlessly collaborate with your team. It makes document management easy as you can create, store, and share all your business documents in the cloud. Zoho Docs has built-in editors to help you work on text files, presentations, and spreadsheets in real time.
Zoho Invoice Review: a web-based invoice software that is easy to use. You can use it to get your paperwork done in quick time. You can brand your invoices, send recurring invoices, use multi-currency and multi-lingual invoices, track payments, and get payments faster online.
Zoho Meeting Review: offers features such as web conferencing, online meeting, and desktop sharing for sales presentations and online training. The application makes web conferencing simple and easy. You can reach your global customers effortlessly to present your product demos and sales presentations.
Zoho People Review: an online Human Resource Software (HRIS) automates your HR process to maximize your employees. You can use the application’s employee self-service portal and centralized management to manage all your HR programs from a central location. Plus, you can simplify time management by tracking your employees’ time, attendance, paid time-off and more from any device.
Zoho Projects Review: an online project planning/collaboration software that helps to get your projects completed faster. More than a million users utilize it to plan, track, and collaborate on their projects. The application’s milestones, tasklists, and tasks features help you break down projects into easily manageable units.
Zoho Recruit Review: offers an all-in-one applicant tracking system for recruiters. You can use it to publish job openings to your company website and popular job boards. Plus, you can create a custom careers website and add your company logo, theme, and colors to match your brand.
Zoho Reports Review: an online reporting and business intelligence platform that helps you easily analyze your business data, and create insightful dashboards and reports for decision-making. It allows you to easily create and share robust reports with no technical help. Zoho Reports offers an intuitive drag-and-drop interface that enables easy reporting and in-depth analysis.
Zoho Support Review: an online help desk software that can be used to organize your customer support operation and make it efficient. You can manage customer interactions via phone, chat, email, and social media. Plus, you can automate your frequent activities and boost your team’s productivity.
RingCentral Review: a complete cloud communications system. It is a secure and flexible phone system that is intuitive to use, and easily adapts to your growing business needs. More than 300,000 companies use RingCentral to manage their business communication needs.
TradeGecko Review: a powerful inventory management software for e-commerce and wholesalers. You can use it to manage inventory and orders across channels, warehouses, and locations. Features include mobile catalog and private B2B e-commerce platform.
eXo Platform Review: an enterprise social platform for social intranets and business portals. It offers collaborative solutions to boost teamwork and productivity. The platform is open source and full featured, and is based on standards.
Teamgate Review: a sales CRM software for small and mid-size businesses. It is designed to improve your daily sales activities. Teamgate offers a clear view of the sales pipeline and deep insights, and facilitates team activity.
Wrike Review: an online project management software that offers full visibility and control over your tasks. The application helps to make work faster and more efficient in distributed and co-located groups. Wrike is used by a host of top brands including Google, Adobe, Stanford University, and EA Sports.
Freshdesk Review: is a cloud-based customer support application that lets you support customers through phone and email as well as social channels. You can easily manage requests no matter how customers choose to contact you. Freshdesk is easy to set up and use, and can be tailored for your requirements.
Sisense Review: a Business intelligence software that allows you to easily prepare and analyze growing data from multiple sources. It simplifies business intelligence for complex data. Sisense is used by a host of top brands including eBay, Philips, Samsung, and Sony.
Samanage Review: a help desk and asset management software that reduces your workload and helps you deliver top rate service. You can prioritize service delivery time with the service catalog. You can get full visibility and control of all hardware and software with hardware inventory, software inventory, and license compliance.
Vision Helpdesk Review: a customer support help desk platform that allows users to manage multiple channels like calls, email, chat, web forms, Twitter, and Facebook under a single roof. Vision Helpdesk offers three products: help desk software, satellite desk, and service desk. Vision Helpdesk license can be bought as SaaS and download versions.
CDMessenger Review: a business instant messenger software for inter-office communication. CDMessenger allows file transfer in real time. You can drag drop or send multiple files with easy interface. Plus, you can create conference rooms with unlimited people for sharing ideas and sending files.
Paymo Review: an online project management app that helps deliver projects on time and on budget. It is an ideal platform for small and medium businesses. The application offers project accounting, timesheet management, and collaboration features. You can use the app to reduce meeting times and get more projects done.
ClickDesk Review: an online live chat and support software that allows you to customize your chat widget, engage with visitors in real time, and reply to customers to boost conversions. The application works automatically on desktops, laptops, and mobile devices. Simply paste ClickDesk’s code on your website and start chatting and sharing screenshots.
Live2Support Review: a live chat software that offers an easy and fast way to engage and convert website visitors to customers. You can resolve customer issues more quickly by seeing what customers type. You can capture more leads and boost sales, and delight your customers with instant help support.
Nutcache Review: a simple and smart all-in-one project management tool. It facilitates collaborative project management with integrated expense management, invoicing, and time tracking features. You can use Nutcache’s collaborative boards to organize and work on projects with your team and clients.
BookSteam Review: an online booking and appointment scheduling application for businesses worldwide. It is packed with useful features such as client reviews, payments, email/SMS reminders, multiple locations and more. BookSteam’s calendar design is user-friendly, clean, and beautiful.
MyOwnConference Review: a quality communications software that offers useful features to conduct online trainings, webinars, and web conferences. The app offers more than 100 features and tools for webinars and five affordable tariffs. The vendor uses only proven European data centers to provide broadcasting stability.
HouseCall Pro Review: a field service management software that offers easy-to-use tools to boost your service business. You can manage your service business easily through your phone and online. HouseCall Pro takes care of paperwork and chasing payments, and lets you focus on the job.
Freshservice Review: a cloud-based ITSM software for your service desk. It offers robust IT help desk automation tools to manage incidents, assets and more. Agents can go mobile and support users from wherever they are using their smartphones.
CRMdesk Review: a web-based help desk software for knowledgebase management and customer support automation over the internet. It offers an integrated helpdesk portal to manage all your customer support inquiries. The system can be deployed as a cost-effective hosted application to manage your customer requests from a centralized location.
TeamDesk Review: an online database application for easy web apps design. You can create your own custom database quickly and easily, without needing technical knowledge. TeamDesk will work with you to develop a custom database for your business requirements.
DeskRoll Review: a remote access and support tool you can use to access your computer from anywhere. It is a secure, web-based application you can use to control your computer from a web browser, without any installation. DeskRoll allows remote access and management from Android and iOS devices.
Sandglaz Review: an agile project management and team collaboration tool. The application’s intuitive agile boards help you accomplish more with less stress. You can use Scrum, Kanban, Scrumban or your own agile workflow. Sandglaz handles it with minimum effort.
Hippo CMMS Review: a user-friendly web-based maintenance software. It offers useful CMMS features and intuitive dashboards to streamline your maintenance operations. The vendor guarantees 99.7% uptime and you can access your data anytime, anywhere.
Azeus Convene Review: a board meeting software that allows access to board papers on Mac, Windows, Android, and iPad. You can securely and instantly access board papers and documents anywhere, anytime. The application also helps you to prepare for upcoming meetings online or offline.
eMaint Review: a CMMS and EAM software that is scalable to grow with your business. You can start a pilot, prove the concept, and then launch it for other departments and locations. eMaint offers flexible subscription packages suitable for all budgets and CMMS software objectives.
Last10K Review: offers an in-depth catalog detailing all aspects of a company’s financial statements. These include revenue and earnings as well as debt load and cash flow trends to name a few. Last10K helps users gather financial information and get smart insights on a company’s financial status.
ShopSite Review: an easy-to-use shopping cart software for small to medium-sized companies. You can use the application’s intuitive interface and e-commerce software to start an online store in 15 minutes. ShopSite offers a rich feature set to ensure the shopping cart keeps pace with the growth of your online store.
Rubberstamp.io Review: a finance and accounting platform that offers an instant view of the budget. It provides the ability to sign off on purchase orders anywhere, even while on the road. Rubberstamp is mobile-friendly and you can approve purchase orders right from your inbox.
3dcart Review: an e-commerce and shopping cart software you can use to easily build an online store. You can use the app’s intuitive admin interface to develop an online store in minutes and customize the look of your website. 3dcart is rich in features and the vendor offers 24/7 free tech support.
KiteDesk FIND Review: makes it easy to prospect for sales leads. You can generate leads from your CRM, reach prospects, and develop a sales pipeline. You can prospect effectively and gets millions of sales leads with premium data (phone, email) at your fingertips.