Firm Management Software?


I am currently looking for a new firm management software (currently using Deltek Vantagepoint) to manage our financials, CRM, ERP and Construction Administration. Does anyone have any recommendations on what their firms are using? Thanks. 

Dec 8, 21 2:51 pm

BQE Core, Hubspot, Procore. 

Jun 18, 24 4:37 pm  · 

How do you use hubspot? Is it for marketing?

Jun 25, 24 3:48 pm  · 

Contact relationship management (CRM) ; both marketing and keeping track of deals

Jun 25, 24 5:58 pm  · 
2  · 

How do you like Hubspot and Core BB?

Jun 26, 24 11:27 am  · 

Both are good. They are not perfect, but can be powerful tools. CORE gets really granular, and for smaller firms, can be a real pain in the ass if the integrity into time entry, tracking, and proper allocations isn't put in. But if integrity isn't an issue, then it can really bolster a firm's revenue potential.

Jun 26, 24 8:37 pm  · 
1  · 


Jun 27, 24 11:14 am  · 

We use CMAP to manage jour financials and project hours.  

The contractors in our area use PROCORE for construction management however we use our own custom forms and processes for CA.  

Marketing is done the 'old' way with partners knowing people, public events, spreadsheets, ect.  

Jun 26, 24 1:17 pm  · 

I was in the same boat not long ago, trying to find a new firm management software. I used to use Deltek Vantagepoint too but decided to explore other options. I gave one crm trial a shot for CRM and found it quite useful. It really helped streamline our client management and integrate well with other systems. For financials and ERP, I went with a solution that offered robust features in those areas. It’s been a solid fit for our needs. I’d love to hear what others are using and how it's working for them!

Jul 22, 24 10:26 am  · 

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