InterAcct

InterAcct

InterAcct Software
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About

InterAcct Software Pty Ltd is an Australian company that develops integrated business and accounting software systems under the brand name of InterAcct. Established in 1983, it remains a small business focused on providing a personalised level of service to their customers. They won the coveted Australian Small Business Award in 1990 in recognition of their success in marketing and expertise in tailoring systems to meet a customer’s specific needs. InterAcct consider that they actually sell (in part) a “problem”. Not a problem that the software will not function properly, but a problem in the sense that the software needs to be properly implemented into a business before the benefits can fully accrue. Rather than just a “sell and run” approach, InterAcct have perfected training techniques that allow their customers to fully utilise some of the most advanced management and accounting software available in the world.

About

Put the power of the #1 CRM to work, at a price that works for you. Launch and grow quickly with the leading AI CRM built for small businesses in any industry - available through the Starter Suite or Pro Suite. Connect marketing, sales, service, and commerce on one easy platform. Save time with quick setup and smart guidance. Harness unified data and AI to fuel your growth. Start simple with Starter Suite — an all-in-one CRM for small businesses. Scale smoothly with AI agents, integrated data, and apps in one platform. No installation needed, just sign up and go from your browser. Advance further with Pro Suite, the complete CRM that scales with your business. Automate tasks and customize your tools to deepen customer relationships and drive growth.

Platforms Supported

Windows Supported
Mac Not Supported
Linux Not Supported
Cloud Not Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Supported
iPad Supported
Android Supported
Chromebook Not Supported

Audience

Businesses searching for a solution to improve their services and increase sales

Audience

Businesses and growing companies seeking flexible CRM solutions with scalable marketing, sales, service, and commerce tools tailored to evolving business needs

Support

Phone Support Supported
24/7 Live Support Not Supported
Online Supported

Support

Phone Support Supported
24/7 Live Support Not Supported
Online Supported

API

Offers API Not Supported

API

Offers API Supported

Screenshots and Videos

Screenshots and Videos

Pricing

$1500 one-time payment
Free Version Not Supported
Free Trial Not Supported

Pricing

$25.00/month/user
Starter - $25 per user per month
Professional - $100 per user per month
Enterprise - $165 per user per month
Unlimited - $330 per user per month
Free Version Not Supported
Free Trial Supported

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

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Reviews/Ratings

Overall 4.7 / 5
ease 4.3 / 5
features 4.7 / 5
design 4.5 / 5
support 4.5 / 5

Pros & Cons from Real Users

Pros

  • The perfect integration with many other platforms such as Zoho, Outlook or Google make me choose this platform for CRM management within my work environment. Having a connection with these platforms and others to have my clients' contacts connected allows me to make the sales funnel more efficient and at the end of the day I can reach potential clients that drive more sales. With the integrations, it allows me to leave Salesforce as little as possible without having to go back and forth from platform to platform, so for example I can check the email that comes to me from my clients without having to go to Outlook. The report panel is very complete, and I like the customization of it, besides that it is available in any plan that I choose, so no user would have limits in the customization of their reports. Creating a list to be able to filter more easily is not a complicated task, everything I need to know is included in a single panel, you just need to know how to read and understand the data that Salesforce provides to get the most out of the information that this platform is providing. The information that I can store from each client is very detailed, so it will not be difficult for me to keep track of the clients that I have handled before, making this practical to be able to determine whether a sale is successful or not. In addition, I can easily import all the customer data from another platform so that I do not have to make manual entries, but simply follow an order from a template that Sales Cloud provides me so that when importing everything is satisfactory and there are no errors in the process.
  • Onboarding on the Salesforce CRM platform is easy. There is no technical learning curve on this platform. It visualizes every potential leads pretty well. Its sales navigator helps to extract data and potential leads with a few clicks.
  • º I can create detailed customer profiles to maintain the best relationships by knowing what to look for in a market like the one my company is in. This makes things much easier when it is necessary to take into account what are the aspects and characteristics that some clients need when contracting a service, thus being able to provide all the best support to clients since with their profiles we can recognize the recurrence of the client. and understand who we are dealing with when managing the company's sales, whether it is a natural person or a company wanting to contract the services of mine. º The technical support has been one of the most friendly and understandable I have ever had. Thanks to your help I have been able to boost certain areas of my company that I had neglected, so with some Salesforce tools and the technical support team I have been able to successfully implement this platform to boost sales of the services that my company offers and not be left behind with competition by using the same platform. º It is very customizable, I can configure everything for a specific group of users or in a general way, so I really like that I can have freedom with a platform as robust as this one. It is super convenient to be able to work in this way without any limitations, since if the implementation is difficult, it is not expected that it will not be configurable, but on the contrary, that it can be customized to the level of the needs of each company. º I can manage client accounts in order to obtain the sales that I have generated with that client. This helps me a lot to speed up the billing process when making cuts each month. I like it because the reports I generate on client accounts are very detailed, thus allowing me to have everything clearer both for myself and for my clients and to maintain a stable and reliable relationship. º I like that I can have an application for iOS, it is very comfortable when I can have the platforms that I use for work within the palm of my hand. With Salesforce on devices I can immediately have the contacts of the clients and their accounts. In addition, I can see the opportunities that arise in the market without having to go to my desktop computer, but I see everything through the mobile application.
  • Salesforce is very easy to use and love the dashboard reporting. Also the integration with Outlook makes it easier to manage.
  • Easy to use, information is in one place, can access it anywhere - laptop, phone etc. You can attach documents, emails etc. It's like a one-stop shop for secure client information.

Cons

  • It requires a high degree of specialization for the correct handling of this platform, since the number of tools available becomes overwhelming for someone who is not an expert or not trained, so first any user who has never used this type of platform must first go through a big learning curve to get the most out of it and have a good connection with potential customers to have smarter sales. I recommend that you take at least a full training course on this platform before you can apply the planned strategies and connect with customers, since the performance that Sales Cloud offers depends not only on the platform itself, but also on how it works. the user will carry out the sales management. Therefore, my recommendation that I am giving is more accurate for a company or a person who wants to take sales and customer management to another level. The interface should be more polished so that it is more intuitive to use, even having prior knowledge of the use of Sales Cloud since there are functions that are difficult to locate and that I sometimes get lost in the search. Also improving performance would not be bad, every time I want to enter Sales Cloud, I have to wait for a large amount of data to load before I can start my daily management of my contacts and sales, so it is easier for me to leave the computer turned on to have everything ready without having to wait for all the data to load so I can use this platform. To attach you also need mobile applications of this Salesforce tool, there is currently an application, but it does not focus on what I need Sales Cloud to be, so what is in the application store is the general version of Salesforce which I don't need. I understand that it's a cloud-based feature, but that's not to say that it can't be easily converted into cloud-connectable applications like virtually all SaaS platforms do today.
  • I am happy with this platform, with no downside experience.
  • º I have a synchronization problem that sometimes happens that not all the data entered is reflected to the entire sales team of the company. This is a huge headache because I require everything to be in sync and I also need everything to be in real time when I want everyone to have the same information on their screens. º I would like the user interface to be more friendly so that new users have the ability to integrate more easily into the platform. Currently I can say that it is not for everyone to be able to use Salesforce tools, so a great deal of training is required to be able to fully understand the system without getting lost along the way. They could also include good tutorials to explain all the tools and make the learning process easier for new users. º The prices are not the best or they are not so competitive. I have seen many more affordable options, but less professional or simpler. However, it seems that the prices are inflated because I have also seen platforms with similar or the same functions, simpler, but with a lower percentage of price compared to Salesforce. Although it is a negative point, I can be calm since I integrate many Salesforce platforms and even when I think about it, it is much cheaper than just having a Salesforce platform individually and not interconnected. º If I want to make changes within the platform that do not harm the work that is done with this platform within my company, then I have to contact support to guide me since there are things that are not fully understood and so as not to stop the process It's best to contact Salesforce support if any changes are going to be implemented without breaking anything. Also, in case something goes wrong, do not go through cumbersome waiting times since this platform is very difficult to handle in all aspects.
  • No cons that I can think of as this is really a great product!
  • Compiling Reports can be difficult with knowing which filters are best for different ones.

Training

Documentation Supported
Webinars Supported
Live Online Supported
In Person Supported

Training

Documentation Supported
Webinars Supported
Live Online Supported
In Person Supported

Company Information

InterAcct Software
Founded: 1981
Australia
www.interacct.com.au

Company Information

Salesforce
Founded: 1999
United States
www.salesforce.com

Alternatives

Alternatives

Acct1st

Acct1st

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Twenty20 Construction Cloud

Twenty20 Construction Cloud

Hindsight Technologies
AcctVantage ERP

AcctVantage ERP

AcctVantage
monday CRM

monday CRM

monday.com
EasyACCT

EasyACCT

Intuit

Categories

Accounting Supported
Construction CRM Supported
Job Costing Supported
Manufacturing Supported
Marine Supported
Payroll Supported
Point of Sale Supported
Purchasing Supported
Quoting Supported
Real Estate CRM Supported

Categories

AI CRM Supported
Automotive CRM Supported
Construction CRM Supported
Contact Management Supported
CRM Supported
Financial CRM Supported
Healthcare CRM Supported
Hotel CRM Supported
Inside Sales Supported
Insurance CRM Supported
Lead Management Supported
Legal CRM Supported
Real Estate CRM Supported
Sales Supported
Sales Analytics Supported
Sales Enablement Supported
Sales Forecasting Supported
Sales Planning Supported

Construction CRM Features

Client Tracking Supported
Contract Management Supported
Forecasting Not Supported
Project Management Supported
Quote Management Supported
Sales Management Supported
Scheduling Supported
Time Management Supported

Real Estate CRM Features

Campaign Management Supported
Client / Property Matching Supported
Contact Management Supported
Dashboard Supported
Email Marketing Supported
Interaction Tracking Supported
Lead Management Supported
Property Alerts Supported
Referral Tracking Supported
Segmentation Supported

Accounting Features

Accounts Payable Supported
Accounts Receivable Supported
Bank Reconciliation Supported
Billing & Invoicing Supported
Cash Management Supported
CPA Firms Not Supported
Cryptocurrency Support Not Supported
Expense Tracking Supported
Fixed Asset Management Supported
Fund Accounting Supported
General Ledger Supported
Government Not Supported
Multi-Currency Supported
Nonprofits Supported
Payroll Management Supported
Project Accounting Supported
Purchase Orders Supported
Tax Management Not Supported

Business Management Features

Billing & Invoicing Supported
CRM Supported
Employee Management Supported
Financial Management Supported
Inventory Management Supported
Marketing Management Supported
Order Management Not Supported
Point of Sale (POS) Supported
Project Management Not Supported
Purchasing Supported
Scheduling Not Supported
Time & Expense Tracking Supported
Training Management Supported
Vendor Management Supported

Construction Accounting Features

Accounts Payable Supported
Accounts Receivable Supported
Billing & Invoicing Supported
Budgeting & Forecasting Supported
Cash Management Supported
Construction Breakdowns Supported
General Ledger Supported
Job Costing Supported
Overrun Projections Supported
Payroll Management Supported
Purchase Order Management Supported
Quotes / Estimates Supported

Construction Management Features

Accounting Integration Not Supported
Budget Tracking/Job Costing Supported
Change Orders Supported
Commercial Supported
Contract Management Supported
Contractors Supported
CRM Supported
Equipment Tracking Supported
Estimating Not Supported
Incident Reporting Supported
Mobile Access Supported
Offline Access Supported
Residential Supported
RFI & Submittals Not Supported
Subcontractor Management Supported
Timesheets Supported

Fixed Asset Management Features

Asset Budgeting Supported
Asset Lifecycle Management Supported
Audit Trail Supported
Barcoding / RFID Not Supported
Depreciation Management Supported
Disposal Management Supported
Document Management Supported
Inventory Tracking Supported
Tax Management Supported

Job Costing Features

Bills of Material Supported
Budgeting & Forecasting Supported
Change Orders Supported
Cost-to-Completion Tracking Supported
Invoice Management Supported
Overrun Reporting Supported
Percent-Complete Tracking Supported
Production Cost Tracking Supported
Purchase Order Management Supported
Quotes / Estimates Supported
Time Tracking Supported
Work Order Management Supported

Manufacturing Features

Accounting Integration Supported
ERP Supported
Maintenance Management Supported
MES Supported
MRP Supported
Purchase Order Management Supported
Quality Management Not Supported
Quotes/Estimates Supported
Reporting/Analytics Supported
Safety Management Supported
Shipping Management Supported

Marine Features

Accounting Management Supported
Ballast Table Not Supported
Barcodes Not Supported
Boat Maintenance Supported
Manufacturing/Supplier Pricebooks Not Supported
Marina Management Supported
Maritime Crew Management Not Supported
Routing Supported
Scheduling Supported
Storage Management Not Supported

Payroll Features

401(k) Tracking Not Supported
Attendance Management Supported
Benefits Management Supported
Check Printing Not Supported
Compensation Management Not Supported
Deductions Management Not Supported
Direct Deposit Not Supported
Multi-Country Not Supported
Multi-State Not Supported
Reporting/Analytics Supported
Self Service Portal Not Supported
Tax Compliance Supported
Vacation / Leave Tracking Not Supported
W-2 and 1099 Preparation Not Supported
Wage Garnishment Not Supported

Point of Sale Features

Barcode Scanning Supported
Commission Management Supported
Cryptocurrency Support Not Supported
Customer Account Profiles Supported
Discount Management Supported
eCommerce Integration Not Supported
Electronic Signature Supported
Gift Card Management Not Supported
Loyalty Program Not Supported
Multi-Location Supported
Restaurant POS Not Supported
Retail POS Supported
Returns Management Supported

Purchasing Features

Catalog Management Not Supported
Compliance Management Not Supported
Contract Management Supported
Inventory Management Supported
Invoice Processing Supported
PunchOut Not Supported
Purchase Order Management Supported
Requisitions & Approvals Supported
Sourcing Management Supported
Spend Management Supported
Supplier Management Supported

Quoting Features

Automated Quoting Supported
Catalog Management Supported
Client Portal Supported
Contact Management Supported
Customer Accounts Supported
Customizable Branding Supported
Discount Management Supported
Forms Creation Supported
Pricing Management Supported
Product Configurator Supported
Proposal Management Supported

Construction CRM Features

Client Tracking Supported
Contract Management Supported
Forecasting Supported
Project Management Supported
Quote Management Supported
Sales Management Supported
Scheduling Supported
Time Management Supported

Real Estate CRM Features

Campaign Management Supported
Client / Property Matching Supported
Contact Management Supported
Dashboard Supported
Email Marketing Supported
Interaction Tracking Supported
Lead Management Supported
Property Alerts Not Supported
Referral Tracking Supported
Segmentation Supported

CRM Features

Calendar/Reminder System Supported
Call Logging Supported
Document Storage Supported
Email Marketing Supported
Internal Chat Integration Supported
Lead Scoring Supported
Marketing Automation Integration Supported
Mobile Access Supported
Quotes / Proposals Supported
Segmentation Supported
Social Media Integration Supported
Task Management Supported
Territory Management Supported

Contact Management Features

Activity Management Supported
Appointment Management Supported
Contact Database Supported
Contact History Supported
Contact Import/Export Supported
Customer Pipeline Supported
Email Marketing Supported
Group Management Supported
Interaction Tracking Supported
Lead Management Supported
Prospecting Tools Supported
Sales Pipeline Management Supported
Search / Filter Supported
Segmentation Supported
Shared Contacts Supported
Social Media Integration Not Supported

Inside Sales Features

Auto-Dialing Supported
Call List Management Supported
Call Recording Supported
Campaign Management Supported
Dashboard Supported
Data Management Supported
Lead Capture Supported
Lead Distribution Supported
Lead Scoring Supported
Performance Management Supported

Lead Management Features

Activity Tracking Supported
Campaign Management Supported
Lead Capture Supported
Lead Distribution Supported
Lead Nurturing Supported
Lead Scoring Supported
Lead Segmentation Supported
Pipeline Management Supported
Prospecting Tools Supported
Source Tracking Supported

Sales Enablement Features

Collaboration Supported
Contact Management Supported
Content Management Supported
Document Management Supported
Goals / Quota Management Supported
Lead Management Supported
Meeting Management Supported
Performance Management Supported
Presentation Management Supported
Proposal Management Supported
Territory Management Supported
Training Management Supported

Sales Force Automation Features

Call Management Supported
Campaign Management Supported
Channel Management Supported
Commission Management Supported
Contact Management Supported
Contract Management Supported
Customer Database Supported
Email Marketing Supported
Field Sales Management Supported
Lead Management Supported
Opportunity Management Supported
Performance Metrics Supported
Proposal Generation Not Supported
Referral Tracking Supported
Sales Forecasting Supported
Territory Management Supported

Sales Forecasting Features

Competitor Analysis Supported
Correlation Analysis Supported
Dashboard Supported
Dynamic Modeling Supported
Exception Reporting Supported
Graphical Data Presentation Supported
Modeling & Simulation Supported
Performance Metrics Supported
Sales Trend Analysis Supported
Statistical Analysis Supported

Integrations

APE Mobile Not Supported
ASPIRE Health Not Supported
Administrate Not Supported
Brandfolder Not Supported
Creatrix Campus Not Supported
Cymonz Not Supported
Docebo Not Supported
EasyMovie Not Supported
EdTek LMS Services Not Supported
Germain UX Not Supported
Hippo Not Supported
Lanai Not Supported
Oliverlist Not Supported
Posh Not Supported
Scoop Analytics Not Supported
ShareKnowledge for SharePoint Not Supported
SuccessGuardian Not Supported
Truly Not Supported
dojo Not Supported
interviewstream Not Supported

Integrations

APE Mobile Supported
ASPIRE Health Supported
Administrate Supported
Brandfolder Supported
Creatrix Campus Supported
Cymonz Supported
Docebo Supported
EasyMovie Supported
EdTek LMS Services Supported
Germain UX Supported
Hippo Supported
Lanai Supported
Oliverlist Supported
Posh Supported
Scoop Analytics Supported
ShareKnowledge for SharePoint Supported
SuccessGuardian Supported
Truly Supported
dojo Supported
interviewstream Supported
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