Datagate

The onboarding process was so smooth, and our project manager was incredibly helpful in the process. We were able to take on the process of invoicing and managed to update our customer records in the process. The process to generate invoicing is one of the easiest we have found, and it has made things much more convenient to review and approve items.

Our ConnectWise integration continues to run very slow, and can be sporadic. We haven't been able to identify the issue, which can sometimes cause concern as the updates we have made in our CRM are not showing in the billing platform. This can, and has, been overcome by manually syncing but can be frustrating. Additionally, we would like to see more options when sending or re-sending invoicing.

Quickbooks integration. [sensitive content hidden]
provided great on-boarding experience

there is nothing i did not like .

We have been using Datagate for years and have found many improvements in our business processes. The primary reason we made the switch to Datagate was for our telephony/VoIP billing to sync the invoicing data to Connectwise. Prior to Datagate we had to manually enter data each month which was not scalable. We also had several monthly compliance reporting requirements that took a great deal of time to put together and Datagate’s reporting greatly simplified that process and saved us many hours per month. Last we have appreciated Datagate’s support team who do a great job of getting in meetings with us to tackle new processes or direction of our VoIP billing.

Early on we had some bumps as the Connectwise integration was built, but that was years ago and its been great since.

The look of the invoices, the easiness of the actual invoicing/crediting process.

We don't like that we have to map invoices each month.