I've used a lot of CRM's in the past and, as I'm learning more, TigerPaw is pretty slick. Most of the problems that we have stem from how it was implemented and not how it functions, so make sure you have someone to guide you. We're trying to go change many our of processes but it's slow and daunting. Thankfully, TigerPaw has been readily available and their support is responsive and thorough. I find their daily ask-the-experts invaluable.
Reporting. I can get customized reports created, but I would like to be able to design and create my own reports more easily.
Great CRM Software
I love that this is an all in one solution for your business. It allows you to maintain inventory, create price-book items, quoting, input service orders, invoice clients, manage purchase orders along with a ton of other features. once of the best things is the service orders where technicians can login and add a service order. in here they can type up their notes, add in time logs, attach expense logs and items serviced. it allows you to basically keep track of client inventory and the age of client items. The reporting functionality along with the other functions are completely customization to each individual organization.
the only issue with this software that when you try to email a quote, invoice, service order or other document through the software, the client will sometimes receive it as a winmail.dat file instead of a PDF file. this is due to the PDF converter in the software not completing the conversion correctly even though it looks like it created the PDF successfully. but this does not happen all the time.
Not good for Accounting
My experience with tigerpaw has been OK. I would not recommend it to other businesses because of what they lack
I do like that the software is good for service orders and the operations team. It seems to track our profitability pretty well but I do not like that it lacks many reports needed to run a business. Any time we want to use a different report we are being charged to customize it
I do not like that this is that accounting friendly. You can integrate with other software such as quick books but it would be easier if there was more Accounting functionality so that we could only use one software instead of more than 1
Tigerpaw success for 18 years
I've read some of the other reviews posted here about Tigerpaw. I certainly hope you will take my comments as factual coming from someone who has invested the proper time and energy into Tigerpaw for the last 18 years. Much of what I read and see regarding negative feelings comes from a place beyond the control of Tigerpaw. Tigerpaw is a line of business application; the most important one in our organization. The operational excellence we have achieved using it came from the marrying of Tigerpaw to well-established business processes. Period. No LOB software, including Tigerpaw will be successful without solid, clearly-defined business processes. If you learn the software and its capabilities, and allow yourself to refine your business processes to work with it, Tigerpaw becomes the sun in your service business universe. No gimmicks, no craziness, no runarounds. That is just not their style. And, if you don't know the answers or need assistance, the trail has been well tamped by a strong community full of ambassadors and experts that can show you the way.
In my career as an IT professional and owner, I have often observed the collusion and confusion of the words installation and implementation. Two very different things yet people see them as the same. Our current mobile culture leads people to believe an application can be installed on a Friday and go live on Monday. That is not the case with a product as sophisticated as Tigerpaw. Installation is first. Next comes thought, discussion, planning, programming, and implementation. At that point you can measure with accuracy and make decisions based on relevent information. That is the process.
Somewhere along the way, people forgot that software companies are...well...software companies. They develop products and offer setup instructions. Implementation is shaped by those instructions but not performed by them. People buy cars from a car dealership. And the process usually ends the same way. Here is how you start the car; the instructions are in the glove box or online; don't forget to give me 5-stars on the survey you receive next week. And then, you drive away. No one learns how to drive a car at the car dealer. They learn from a sibling, a parent or a professional driver. Line of business applications are exactly the same. In Tigerpaw's case (thankfully) there are a number of professional driving instructors out there to teach you how to drive...and drive well.
- All-encompassing product that touches every facet of our 20-year-old IT managed services/PrivateCloud/hosting firm
- The Matrix...perhaps the most powerful tool available in any PSA for easily assembling information in an actionable view (you can even export it to Excel). No SQL dev needed; no Crystal dev needed. Just all your info with cool calculations, drill-downs, and filters. Simply awesome
- Automatic synchronization with QuickBooks. No export/import files or juggling data around. It just synchronizes our Tigerpaw data right to QuickBooks
- Excellent workflow engine. Love this feature. Keeps our sales and technical teams in-the-know. If something is taking too long, getting too old, or amassing too much time, Tigerpaw tells us. It also alerts us about warranty expirations, software license renewals, carrier contracts, even sales tax certificates...long before they expire.
- Connect pretty much any way you want. Use your desktop, use the web interface, use the mobile interface...Tigerpaw is everywhere on every device all the time.
- Automatic contract and agreement invoicing. As an MSP, this is crucial for operation. Contracts and agreements automatically invoice and process credit cards for us. Huge time savings
- Time sheets. I've seen other systems and no one has anything quite like it. Check the availability, utilization, and billable time for techs in a single view. Great for finding gaps in billable times. Wonderful for techs to make sure they are hitting the mark.
- They listen. Perhaps the most important thing! Contacting Tigerpaw with suggestions or reaching to support is a positive experience handled by thoughtful people that actually use the software each and every day.
- Some things take a few more mouse clicks than we prefer.
- The interface needs a bit of love
- More partnerships and tie-ins would send help and would send the product into orbit.
Phenomenal Customer Service
It is a rare combination to see a service group based in the United States that not only has the technical knowledge, but also the business knowledge to help you with your problems. That coupled with patience and a sense of humor makes it a great working relationship.
I was hired to implement the software, then head up materials management. The service techs that I have dealt with have been extremely knowledgeable not only about their software, but also about how to implement it properly for my company. They have the patience to get into my system, walk me through how to set it up, the tables necessary, and the implications each answer will have and how to choose the best option. I greatly appreciate their patience.
Only once out of about a hundred calls did they not respond in a timely manner, that's far better that any organization I have had to use prior to Tigerpaw.
SMB Beware(Older Version of the software used)
It wears every hat that you can think of.
Billing, Invoicing, Ticketing, Parts/Inventory Management, Order tracking, Password Management, Asset Management, Client Interactions and History, and probably more that I am forgetting.
It wears every hat that you can think of.
There are so many menus and buttons that you have to go through before actually being able to accomplish any task.
The version we used(Circa 2014) had poor smart search/partial search functionality. You had to search full words and specify what case you were searching in(i.e. - First Name Only, Last Name Only, FirstnameLastName, LastNameFirstName, Phone number Only, etc.)
If we were a larger place that had someone with enough time to configure everything properly and do training it would have probably served us better but as it was, small business can do better with less money.
Long time Tigerpaw user
We have been on this software for 9 years now. We love the company and their support. Almost unmatched. The software has been very good for our business. We could not have gotten to where we are without it.
Is it perfect - nope - what software is. But, for the most part, it helps way more than not and is overall a very solid and helpful product.
It handles all aspects of our IT Service and physical security technology business. Quoting, Service (Ticketing), CRM, Marketing, Invoicing, Purchasing/Inventory.
New features don't come out as fast as I would like. Overall, they seem to be falling behind other competitors in regard to new features and such
Good Product, Great People
We have been using Tigerpaw since 2010. We use pretty much every module / every aspect of it to run our entire business. It is not perfect, but overall, it does a good job in almost every area. What sets Tigerpaw apart is the people working there. They are down to earth and always trying to help. They really care about you and your business.
The people. They are there to help. Support is never more than a phone call away. The software has a lot of modules and features to help run your business.
They sometimes feel understaffed on the development side and new features do not get done as fast as you would hope.
Good Software - Needs some updates
Tigerpaw does a great job of collecting all of our business data and keeping it current and easy to access. It is also a much better fit for your average SMB than packages that offer similar features but MUCH more complexity and cost.
The use of a thick client that has to pull down the whole DB every time it reads or writes a change really slows down the application if you are working over a VPN. Also the client has a very dated appearance and control structure that could be improved to make it much more user friendly.
All In One
This is an all in one solution for larger businesses that want everything in one place. I used briefly and was able to navigate the software without issues.
The price point is way too high for a small business. It is cheaper and easier to go with something more compact.
Creeping up on two years using this software platform.
I am very pleased that we have chosen Tigerpaw Software.
The platform is what I call a full circle software for our business. CRM, ERP, Etc. All in One! Tigerpaw allows integration with Quickbooks and other programs which make it even more powerful. The structure of Tigerpaw allows a great deal of flexibility, allowing business's to tailor the Software to their business needs. Mobile Portals, Employee Portal and Customer Portals allow a diverse method of working with Tigerpaw while providing an ability to service our Customers at a much higher level. Allowing our com to mover from Service Contracting model to a SaaS, CaaS and MSP platform.
As we have discovered, companies looking to move to a new software system need documented existing SOP's and best business practices and then apply them to the software implementation. We have been using the product exclusively for two years come July and are still implementing and automating our process's. You can start very simple and then build the system to meeting your criteria in terms of operations.
The matrix in Tigerpaw is possibly the most extremely powerful tool in Tigerpaw, allowing management of data as well as nearly any process you can imagine. Workflows are also a very powerful tool within this system that we use extensively to automate operations.
It's easily the best and the most affordable platform we have used. (If you are a Salesforce user I feel for you!) We can do nearly everything we need from development to reporting without the need for a professional developer.
We are very mobile dependent and the Mobile Ap could use some updating. We have roughly 30 technicians that are very dependent upon the Mobile AP to perform their daily duties. At times they must toggle between our Tigerpaw Employee portal and the Mobile portal to perform their jobs. As with many Aps field length on phones can be a struggle. Longer field length for Account names and display of Opportunity and SO numbers would greatly enhance our mobile operation experience.
From Paper to Tigerpaw
Before Tigerpaw: Our company operated with SalesForce as the CRM, ACT! as the scheduling software for our Installation Department, QuickBooks for quoting and purchasing, and a variety of Excel spreadsheets used to track one issue or the other. We were a paper based operation with hundreds of active projects and service orders stacked in in/out boxes throughout the company. Everything worked fine as a small company but was we grew we needed a software vendor that could stitch the various departments together.
The APP: Allows all the employees to see what jobs they are scheduled for, the password keeper has helped immensely by managing the various customer’s network and password information in a completely secure manor. It also allows the technicians in the field to take pictures of before and after work is finished and immediately it is available for the customer to review on the Customer Portal or the staff back at the office.
Pros: I am treated, and I treat, the staff at Tigerpaw as a member of our own team here at USA Security. The service department answers the phone in less than a few minutes (most of the time). The training department has a few options for your staff to learn the program: online self-learning through the academy, 1-2PM daily “Ask the Experts” for a round robin style Q&A, and you can pay to have one-on-one time when/if needed.
The Customer Portal and Employee Portal have made our interactions with our national accounts much easier to manage. Customers now have access to all the service orders opened by their regional managers, attached documents have a central home, and clients can manage access to Tigerpaw to open trouble tickets, request a quote, or look in at the progress of a project. The Employee Portal allows our technicians to upload documents, request changes to projects, and write detailed scopes of work from their laptops in the field.
The Microsoft Exchange integration with Tigerpaw has enabled us to share and create graphical calendars with the install teams that show us availability of the teams months in advance. We have coupled this feature with the dispatch board built into Tigerpaw to create a Project Service command level view of the company.
We file in over 22 states – with the Avalara AvaTax Integration all of our taxes are handled electronically and days’ worth of computing taxes has been reduced to minutes. The anxiety of all the various tax districts and changes in the law are handled seamlessly and we never need to second guess the tax rate at the county, state, or city level any longer.
The QuickBooks integration is easy to manage and run. QBTraks integration will show you errors when it finds a problem and gives you the opportunity to fix them before they go into QuickBooks. This saves time in not having to clean up two separate databases.
Quotes are easily transferred to projects and service orders when they are won. Creation of Purchase Orders for the projects, receiving goods, tracking programming and building time logged are all extremely easy to use and track. Customer assets are easy to manage and when a RMA is required for a product you have sold Tigerpaw makes it easy to create a RMA and track the flow of product from return to service.
With their built-in Matrix feature you can create any customizable tracking matrix you need to monitor your company. There is no need to create custom reports in Crystal Reports if the built in reports are lacking some data point you require. You have access to the entire database and if Excel is your thing you can create the Matrix and export it to Excel if that’s where you feel more comfortable working.
Cons: Would like to see the APP work as a payroll tracking device as well. We currently have two APPs, one for the employees to check in for payroll purposes and the Tigerpaw APP to track travel and site work time. This is more of a feature request than a con.
Just passed our two year milestone!
Tech support is top notch and the Ask The Expert webinars Tigerpaw puts on each day are extremely helpful. It provides these webinars know their product inside and out.
We've been on Tigerpaw two years and two days as this review is being written. Our company can not express enough how happy we are with our choice to move to Tigerpaw. Wish we would have done it 12 years ago when it was unfortunately outvoted by the owners would picked a CRM solution that we had to create multiple workarounds in Microsoft Access and other applications just to make useable. A lot of time and money wasted. Now that we are on Tigerpaw, life is a whole lot easier especially for the I.T. Department. As of today we have 26679 active accounts and roughly 1500 active Subcontractors loaded in Tigerpaw. With these numbers it's easy to see that we use Tigerpaw to it's fullest capabilities. We just upgraded to Version 17 so we can take advantage of the new REST API integration that Tigerpaw has added. We plan on bringing in a 3rd party Helpdesk solution to further enhance our capabilities and the new API should make the connection seamless.
The Web Portal does not work well for a company like ours and the way we have the Tigerpaw database set up. However, with an open API we can overcome this.
How I missed My Tiger Paw
After over 25 Years in the POS industry here is how I look back at my CRM experiences. Firstly I started in 1987 with a dispatch program that came with our accounting system (Automated Service) .. and a separate CRM for sales.. as time progressed that company exploded and needed an integrated solution. then we moved to Astea CRM for service .. it was bulky and slow. but had huge data crunching capabilities.. I then moved to a company that had been using Tiger Paw.. I learned to love the "list" mentality of Tiger Paw.. over time I launched my own company and thought I need something better than that "legacy looking system"... I then signed up for one APP based program after another.. two years in.. I decided to price out Tiger Paw.. and I thought .. wow that's expensive.. and ended up with Connect Wise. NOW.. the monthly subscription model seemed great .. less money up front .. but that turned into less functionality up front .. then came Dtools.. great for quoting , less impressive for Sales CRM and Service .. now I'm happy to say I'm back with my trusty Tiger Paw.. it was a long Journey..
Just wish I had a better report building capabilities within the program and better ways to present quotes to clients..
Top notch customer service
I have worked in the IT field for the past 20 years and have never come across a company as passionate and willing to support their customer base as Tigerpaw has. This is one of the vendors I enjoy calling as any issue is usually minor, addressable quickly and handled with care each time. I am never left wondering if a call to support is going to wreak havoc on my day, as it is always a pleasant experience
Tigerpaw Software has served us for many years with minimal issues. The system has handled numerous custom integrations and customization's to better fit our needs. Tigerpaw goes above and beyond in support of their customers and really leaves you feeling like you have a partner, not just a solution. The software is easy to use and navigate for end users.
Any negatives I have with Tigerpaw Software is in direct relation to the version my company is on, which is aged quite a bit at this point. This really speaks to the software as a whole as even being outdated and missing out on some new and exciting features Tigerpw has added, we have still been able to keep the software running smoothly, while ever increasing the load on the environment
We have been using TigerPaw for awhile. Our start experience was the best, but we had spent all this money so we dug our heals in and made it work for our company. In the last 3 years, I have noticed major improvements in functionality and customer support. They are certainly more customer minded!
The support staff is great to work with. They are friendly and courteous.
We can track everything we need and then some.
It is fairly intuitive for users.
It integrates great with Microsoft and Quickbooks!
Software helps us to automate our business systems and will only get as we learn and utilize more of the system.
Mobile app was cumbersome and slow. We go into areas with poor reception and WiFi isn't always an option. The app was just too slow.
The cost for the training sessions is a bit much for small "mom and pop" business. It would be great to see a tiered price point based on number of employees.
Needed software to manage my service company. I tried a local company and spent a lot of time and money for a product that was clearly inferior to TigerPaw
I noticed in a few years other pos companies and software developers were using it as well. They were more super users. I kept it simple and got out of it what we did best service.
Ease of set up and use. Modular based so you could purchase what you need. 2 purchasing, 4 dispatch,...we mainly used for tracking service calls and technicians performance. End of the year or quarter I could see and show the customer what they received for the maintenance dollars they were spending. Also we could tell if we needed to raise rates on certain equipment, based on number of failures. This software takes it all the way through billing. I never went that far. It did what we needed and functioned as sold. Was very happy with the investment, paid for itself in a year.
Can’t remember any down side. Best money I spent to help run the business. That’s not a con. But the truth.
TIgerpaw has a fantastic team working hard for us every day!
I am very grateful to have a team of people who work so hard for us every day. The team treats us like we matter, they care if we are happy and we are much more than a ticket number to them. In a world where customer service is not readily available through most companies, Tigerpaw is knocking it out of the park.
Tigerpaw has a product that meets our needs at every level of our business, from sales to operations as well as inventory and accounting. They hear our recommendations and work with us to implement change that meets our ever changing industry!
I would like to see Tigerpaw open up their application to integrate with other software more readily. We use several software pieces for different aspects of our service to clients and if they could integrate into Tigerpaw, we would save time and money. Integrations seem to be the biggest downfall of this software.
The grass looked greener on the other side but it ended up MUCH harder to chew
If we could go back to TigerPaw from ConnectWise we would do it in a minute. Unfortunately, once you make the move, it is almost impossible to get out. The cost, contract(s), and overall Massive commitment from an internal resource perspective force you to stay with ConnectWise.
One of the best procurement packages I've ever used. Assets are tracked and work-flow helps manage warranties and renewals. Service desk is simple but robust. Navigation is user friendly and there are different ways to navigate depending on your work preferences. Searching the database is customizable for individuals as well as making common company wide searches available using their Matrix search tool.
We left TigerPaw because we thought the service desk and calendaring would be better in ConnectWise. As it turns out we're years into ConnectWise and still are dealing with figuring out Service Boards and help-desk flow. The ConnectWise calendar is completely unusable along with much of their product. TigerPaw's calendar is significantly more robust and you can actually schedule meetings with multiple people. If you are looking for a true PSA Partner, TigerPaw can be just that, where with ConnectWise you are barley a number.
Comprehensive System that runs our entire business
TigerPaw has been great to work with in guiding us through set up specific to what we do. As a Medical Equipment Distributor and Service Organization, we are in a little different market but TigerPaw's helped us address any needs as they've come up.
In my opinion, the CRM aspect of the program is better than any that I've seen in the 25+ years that I've used the system for sales. Along with the Opportunities Management and the benefits of the Field Service Components we are able to effectively do everything we need to in our business.
Enterprise-wide Integration of function and visibility between Sales, Marketing and Service.
Responsive to needs specific to our business.
Stability of the company - 25+ years personally working with the system.
The Mobile App is extremely robust so use is limited to wifi for us. Other than that, we are very satisfied.
Tigerpaw CRM review
- Most features/functionality are easy to use
- Rich built-in feature set
- Great for managing data; from proposal/quote to the final invoice
- Workflow is a great feature to ensure key groups/individuals are notified as "things" happen (quote status changes, service order status changes, SO is invoiced etc...)
- Add-on's like Web Portal - Exchange Connector are a must for our us
- Support staff is always helpful and normally they have an answer to our questions within a single phone call
- Some of the limited functionality i.e. telephony and all of its parts/requirements
- Occassional odd/unexpected behavior within various components
Not a good product
We transitioned to Tigerpaw from ServiceCEO in 2011 - While we do not have daily events as some others had described, I do find that Tigerpaw makes you make a ton of repetitive moves to do any task. We have not actually been able to embrace the newly skinned MATRIX (actually have no idea what the heck the big deal was), and honestly really peeved the way that they have done us lately. We have paid support monthly for years and even with new staff calling for incident calls for access to training or support, we accumulated 19) calls last year. We called support to remove a incorrectly posted payment and was told that this "time", that this was a "chargeable" event at which rate now bills at $ with a 2) hour minimum. I have since decided after review of my initial 2011 agreement (which clearly makes no mention of chargeable items), that I will take my business elsewhere ----- BUYER BEWARE
Lots of promising of a solution that takes care of everything - It was a decent program at one time...
1) Support - Support for this product is really poor. The few times that we've called (only because we absolutely had to) resulted in wasted time
2) Monthly Support - We paid for support (that we rarely used) and when we actually tried to use it, was told that the items that we needed help with was "chargeable", $ to back out a payment that was incorrectly posted.
3) Performance - We paid for integration and after 6) years now, we are still dealing with issues that did NOT get correctly defined in the setup. the problem was that they seemed to fumble around and really did not have consistent answers for the questions that we had during the migration phase.
4) Mobile Product - Unless something changed in v.16, My experience was that the MOBILE product was total junk
5) Tigerpaw University - again, unless recently updated, was populated with old videos that barely were relevant
Can't imagine a business without this
This is a one stop shop for everything we do in our business. We have utilized it since the beginning 4 years ago and we still are discovering useful features and options to make us even more efficient. It can take a little bit to get used to but once you do it is the most effective piece of software. We quote, convert to a service order that then has parts assigned, technicians put their time cards against it, invoice, inventory and collect payments. The uses are endless.
Can be a little tricky to learn. There are a few features that once you do a task, you can't ever undo it or correct.
Simply the best!
Customer Support is top notch! They are willing to work with you on all of your needs (big or small). Tigerpaw helped our organization in really analyzing and understanding our business.
The software is robust enough to accommodate a wide variety of needs. We are a certified FAA repair station with unique operations. Tigerpaw worked with us to show us how to utilize their tools for a more streamlined operation. I also appreciate Tigerpaw always trying to be better with their releases. They listen to their customers!
I have nothing negative to say because Tigerpaw was so helpful during our times of not understanding.
25-years of using Tigerpaw and I still love this software.
Over the years Tigerpaw has created a user group around this product and this maybe one of the best features. Having other in your same business to talk to about how to use and customize this software for our business type is very helpful. A lot of information on line. Total package.
This software does it all, from taking ticket to creating invoices, customer portal with payment gateway. We use Tigerpaw to automate our business, like you use a MSP software to automate patching Windows computers.
You need to spend a lot of time to customize this software to make it work for your company. Tech support is not business advisors. .