4.7/5
“Peso is a great product”
Peso Workflow is an innovative tool designed to streamline and automate business processes, enhancing productivity and efficiency. It offers customizable workflows, and task management capabilities, and integrates seamlessly with various software, providing businesses with a comprehensive solution for managing tasks, improving collaboration, and optimizing workflow efficiency.
Pros :
Efficient Automation: Streamlines invoicing, reminders, and payment tracking, saving time.
Integration Capabilities: Seamlessly integrates with various accounting and CRM software, enhancing workflow.
Customizable Workflows: Allows tailoring automation rules and dashboard views for specific needs.
Task Manager Features: Offers comprehensive task management functionalities for smoother operations.
Real-time Insights: Provides real-time insights into AR performance, aiding in decision-making.
Cons :
Complexity: For some of our users, the extensive customization options are overwhelming.
Advanced Analytics: May benefit from more advanced analytics tools for in-depth analysis.
Reason to switch :
It is saving a lot of my time as well as our team members time.
Payment follow-up is now a breeze. Task feature is helping evenly distribute leads to telecalling team.