InFocus Review

Clearview Software
Product:
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Founded:
Headquarters:
InFocus
Clearview Software
2007
Bedford, VA
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Free Trial:
Private
Unknown
Cloud, On-Premise
No
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InFocus At A Glance

Good: Built-in CRM functionality, available in both on-premise and cloud versions, interactive dashboard for measuring project metrics.
Bad: Very specialized software (targeted only to architecture and engineering firms).
Bottom Line: Enterprise resource-planning software designed to help architecture and engineering firms run their businesses.

Product Overview

InFocus is an enterprise resource-planning software that includes elements of project management, billing and accounting. It’s intended specifically for architecture and engineering (AE) firms.

InFocus is deployed in both cloud and on-premise versions. Companies can opt for one deployment and change it to the other later. Regardless of the version selected, clients will get the same features of InFocus.

In addition to deployment choice, InFocus offers other benefits, such as:

  • All components of project management, including billing, time tracking, accounting and customer relationship management (CRM), in one platform
  • No need to integrate with a financial software (Clearview converts data from existing systems)
  • Affordability for businesses of all sizes
  • In-house customer support

Features

InFocus includes billing, accounting, project management and time-tracking features in one platform. Some of those features include:

  • Project Central, which streamlines all aspects of a particular project in one location, including budget, hours worked, team assigned, contracts, and contact information on vendors and clients.
  • Ability to create and view charts and graphs of project metrics through Project Central.
  • An unlimited number of interactive dashboard layouts (Project metrics such as revenue, clients and time can be annotated by colored tiles that are either available out of the box or can be customized by users.)
  • Gridget, a new grid-like dashboard widget for drilling down into a project for more details
  • Full accounting features, such as entries made in real time or by batches, DCAA-compliant accounting, Accounts Payable/Accounts Receivables, and general ledger reporting and financial statements
  • Report Builder that allows users to customize reports in under five minutes
  • Billing features such as an invoice designer, invoice templates, a billing adjustment wizard and multiple projects on a single invoice
  • Built-in time sheets accessible from both desktop and mobile devices; administrators can designate a multi-level approval process
  • Project planning and management features, such as the ability to assign employees to specific projects, budgeting, the ability to track working plans, online billing reviews and an unlimited number of work breakdown levels
  • Work order feature that allows the manager to assign tasks to employees
  • An Outlook-style calendar to check workloads and project schedules
  • Ability to enter and show multiple currencies
  • Automated workflows for interacting with a third-party system or creating business rules
  • Ability for marketing and sales departments to track prospects and clients (addresses, schedules, etc.) without having to integrate with third-party CRM software

  • Budget & Expense Management?
  • Collaboration?
  • File Sharing?
  • Gantt Charts?
  • Mobile?
  • Task Management?
  • Time Tracking?

Target Market

InFocus is intended for architecture and engineering firms of all sizes.

We’ve listed 10 of its clients below:

  • Ashley McGraw Architects
  • Applegate Group Inc.
  • Building Technology Associates
  • Estudio Architecture
  • Graeber Simmons and Cowan Inc.
  • Resource Control Associates Inc.
  • Tenant Planning Services Inc.
  • United Engineering Inc.
  • Vision 3 Architects
  • Wetland Studies and Solutions Inc.

Download Now: Project Management Software Buyer's Guide

Choosing a Project Management Solution is all about finding the right fit. Our report will walk you through the process and help you make a smart purchasing decision. Download Now

Implementation/Integration

As mentioned above, clients have a choice of either on-premise or cloud deployment.

In addition to setup, Clearview offers data migration services and various types of training such as a video library, WebEx training or in-person training.

Customer Service & Support

Unlimited support (including product upgrades and fixes) is included in the price of the cloud version. For on-premise clients, the cost is 20% of the license fee, annually.

Users can contact Clearview’s in-house support team by phone or access its support portal.

Clearview also provides custom reporting and invoice design services.

Pricing

The cloud version is priced at $24 per employee per month, billed annually. The on-premise version is a one-time $450 per license fee with setup, training and data migration priced separately.

Shortcomings

InFocus is only targeted to the architecture and engineering industries. Companies in different industries seeking a project management solution should check out our other reviews.

Screenshots

Clearview Software Screenshot 1
Clearview Software Screenshot 2
Clearview Software Screenshot 3

About

Clearview Software was started in 2007 by a group of architects and software developers in the architecture and engineering industries. Its goal was to focus solely on helping companies in those industries run their businesses.

To create a no-pressure environment for prospects, Clearview is one of the few vendors that doesn’t employ commission-based salespeople.

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