InFocus

InFocus

Project-based ERP for mid-to-large size AE firms

4.4/5 (60 reviews)

InFocus Overview

What is InFocus?

Clearview InFocus is a powerful project-based ERP solution built for architects and engineers to run their firms more profitably with greater ease. Manage your firm's entire project lifecycle from opportunity to project completion with real-time accounting, billing, and time & expense. These features combined with InFocus's analytic dashboards, API management layer and cross-database analytics, integrated in real time, set it apart from any other ERP solution in the market.

InFocus Overview

Pricing

Starting from
$24.00/month

Pricing options

Free Trial
Subscription
Value for money

$24 per employee per month (billed annually) or $29 per employee per month (billed monthly).


InFocus Features

Devices
Business size
S M L
Markets
Canada, United States
Supported Languages
English

Screenshots

InFocus screenshot: Revenue Forecasting - Web
InFocus screenshot: Revenue Forecasting - Web InFocus screenshot: Revenue Forecasting - Mobile InFocus screenshot: Project Dashboard - Web InFocus screenshot: Employee Utilization - Web InFocus screenshot: Invoicing - Desktop InFocus screenshot: InFocus Marketplace - like an app store for InFocus

InFocus Reviews

InFocus Reviews

Overall rating
4.4
/
5 60 reviews
Excellent
31

Very good
23

Average
4

Poor
2

Terrible
0

Value for Money
4.2
Features
4.2
Ease of Use
4
Customer Support
4.6
90% recommended this app
Chuck A.

InFocus A Great System

With hundreds of projects and five offices our managers need to stay current on the status of their work and have the tools to develop new proposals. InFocus is indispensable for personnel management and project performance. Plus it provides financial statement and accounting data that is crucial for senior management and independent accountants. The data available and the variety of the reports are limitless. Also, our clients want their invoices and reports in a wide variety of styles. The open structure and adaptability of the InFocus system is a constant marvel at design and intuition.


Pamela J.

Accounting and IT Manager

Choosing InFocus is one of the best decision we've made. Training can be a challenge when adopting any new system. Clearview offers extensive training videos, consultations, and webinars. Considering most software products continue to improve and implement client-suggested upgrades, I appreciate Clearview's workshops, where users can continue their InFocus education on advanced levels. Having the opportunity to attend has helped me to really hone in on configuring our InFocus database in ways that are compatible with my company's workflow. I also picked up tips and tricks other users developed for their needs.
Customer service is also very important to me. I appreciate responsive, knowledgeable technicians and staff members who listen. They do not over promise, over-sell, or mislead when discussing requests, issues or customization. They believe in empowering their users. I LOVE THIS!! They offer a workshop for those wanting to learn advanced report writing. Support staff will work through any issue or request until it has been satisfied.
InFocus demonstrates its value. Invoicing is fast. Communicating project details flow more smoothly. Preparing invoices in various formats are easier. All this and more are offered for a low monthly cost per user. They even offer a training version of our data for a very low monthly fee, and any user can access it. This has been crucial when I'm working through project setup options and need to test my ideas.
Overall, I love it.


Erica L.

Functionality at its Finest

Being a newer accountant in the engineering industry, I had a bit to learn about how jobs are billed, tracked, etc. It is definitely a different process than accounting for goods being sold! I came into my job as the implementer of InFocus and learned A LOT simply by learning the system. InFocus is so easy to use and straight forward. If there is something that I don't catch onto right away, the Clearview support team is always ready to help and quickly help resolve the issue.

As the years have gone on they have updated the system based on feedback from their clients, which is amazing! The changes they have made make things run more smoothly and it is great to know that they are listening to the needs and desires of their clients. InFocus also has a built-in reports, but also its own report builder tool if the report you need isn't automatically there you can create it yourself!

Overall, I would definitely recommend InFocus to anyone looking for new engineering software. The program is easy to learn, easy to maneuver in and provides everything you would need. Even your specific need isn't met you can simply reach out to their support staff and be taken care of. It is a great software, but even better customer service - thank you Clearview team!


Gregg F.

Great SAAS accounting solution for an ACEC firm

All accounting software and data is offsite, no servers or data to worry about locally! :)


Alla D.

InFocus for engineering firms

Overall, flexible software accommodating engineering firms and great support team to work with.


Chuck A.
Industry: Environmental Services
Company size: 13-50 Employees

InFocus A Great System

Used Daily for 1+ year
Reviewed on 12/15/2018
Review Source: Capterra

With hundreds of projects and five offices our managers need to stay current on the status of their work and have the tools to develop new proposals. InFocus is indispensable for personnel management and project performance. Plus it provides financial statement and accounting data that is crucial for senior management and independent accountants. The data available and the variety of the reports are limitless. Also, our clients want their invoices and reports in a wide variety of styles. The open structure and adaptability of the InFocus system is a constant marvel at design and intuition.

Pros

Its flexibility, power and data retrieval ability. We have forty-five people in our company, with five office locations and six profit centers (disciplines). Of these forty-five people, more than two thirds are field personnel that are often asked to work in various disciplines or support the work in our other offices. At any one time we have a couple hundred projects open for scores of clients. Keeping track of this is incredibly difficult. We worked with Clearview for a couple of months in order to transfer our existing clients, projects, time records and accounting records to our new system. With over 16,000 historical projects and a current work in process in the hundreds of thousands of dollars, we matched to the penny. Working with them is a pleasure.

Not only is the InFocus package all that it claims to be, the folks at Clearview are great to work with. Sure there is a bit of a learning curve, but the answers are so intuitive you can’t believe you did not think of it yourself. Their support literature, training videos, white papers and support site are extremely helpful.

There may be comparable products out there, but I seriously doubt there is anything better. If there was a better product or solution, these folks would match or exceed it. We all have competition; we need competition to push us to do a better job.

Cons

Getting others in our organization to appreciate and better use this management too.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 10.0/10

Pamela J.
Industry: Architecture & Planning
Company size: 13-50 Employees

Accounting and IT Manager

Used Daily for 2+ years
Reviewed on 12/19/2018
Review Source: Capterra

Choosing InFocus is one of the best decision we've made. Training can be a challenge when adopting any new system. Clearview offers extensive training videos, consultations, and webinars. Considering most software products continue to improve and implement client-suggested upgrades, I appreciate Clearview's workshops, where users can continue their InFocus education on advanced levels. Having the opportunity to attend has helped me to really hone in on configuring our InFocus database in ways that are compatible with my company's workflow. I also picked up tips and tricks other users developed for their needs.
Customer service is also very important to me. I appreciate responsive, knowledgeable technicians and staff members who listen. They do not over promise, over-sell, or mislead when discussing requests, issues or customization. They believe in empowering their users. I LOVE THIS!! They offer a workshop for those wanting to learn advanced report writing. Support staff will work through any issue or request until it has been satisfied.
InFocus demonstrates its value. Invoicing is fast. Communicating project details flow more smoothly. Preparing invoices in various formats are easier. All this and more are offered for a low monthly cost per user. They even offer a training version of our data for a very low monthly fee, and any user can access it. This has been crucial when I'm working through project setup options and need to test my ideas.
Overall, I love it.

Pros

It's easy to navigate, more intuitive than other products we've used, and customizable. It's difficult to pick my favorite aspect; it's such a great product overall.

Cons

I wish user's could change the color of the Sandbox (training environment). Having it the same color as the live version can make it a bit confusing when training others.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 10.0/10

Erica L.
Industry: Civil Engineering
Company size: 13-50 Employees

Functionality at its Finest

Used Daily for 2+ years
Reviewed on 3/20/2017
Review Source: Capterra

Being a newer accountant in the engineering industry, I had a bit to learn about how jobs are billed, tracked, etc. It is definitely a different process than accounting for goods being sold! I came into my job as the implementer of InFocus and learned A LOT simply by learning the system. InFocus is so easy to use and straight forward. If there is something that I don't catch onto right away, the Clearview support team is always ready to help and quickly help resolve the issue.

As the years have gone on they have updated the system based on feedback from their clients, which is amazing! The changes they have made make things run more smoothly and it is great to know that they are listening to the needs and desires of their clients. InFocus also has a built-in reports, but also its own report builder tool if the report you need isn't automatically there you can create it yourself!

Overall, I would definitely recommend InFocus to anyone looking for new engineering software. The program is easy to learn, easy to maneuver in and provides everything you would need. Even your specific need isn't met you can simply reach out to their support staff and be taken care of. It is a great software, but even better customer service - thank you Clearview team!

Pros

Ease of use, availability of support staff, resolution of issues, suggestion forum Clearview provides

Cons

Export to excel needs manipulated often, if modified the journals will show both versions

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 9.0/10

Gregg F.

Great SAAS accounting solution for an ACEC firm

Used Daily for 2+ years
Reviewed on 2/26/2018
Review Source: Capterra

All accounting software and data is offsite, no servers or data to worry about locally! :)

Pros

* No need to keep software on servers on site. Everything is in the cloud.
* Local client install.
* Easy to use trouble ticket system when there is an issue.
* Since it is cloud based, it is always up to date.

Cons

* Occasional data slow downs which we have no control over because the software is running on Clearview's servers.
* The Microsoft ClickOnce technology used for the local client requires web browser ClickOnce integration which is built into Internet Explorer and Edge web browsers, but doesn't always work well with edge. You can get a ClickOnce plugin for Google Chrome, but it's not a transparent "click the icon on the desktop" scenario there either.
* No hosted SMTP server. If you want to send email, you'll have to utilize your own SMTP server, at an additional cost and there is also a charge if you want Clearview to help you set it up. This is my only real "gripe" about the service. It should come with it's own email capability for the cost and to truly be a service.
* I think it is a great Software As A Service overall, but you should know about the weaknesses going in.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 9.0/10

Alla D.
Industry: Civil Engineering
Company size: 51-200 Employees

InFocus for engineering firms

Used Daily for 2+ years
Reviewed on 12/20/2018
Review Source: Capterra

Overall, flexible software accommodating engineering firms and great support team to work with.

Pros

Absolutely incredible customer service - a great team of highly skilled professionals providing a quick answer via an open ticket, a walk-thru via Webex or customization via a Work order.

Customization in data presentations, security, permissions, reports. An end user can do a desired customization him/herself or ask the Clearview team to run a script to implement it.

Constant development and training. Workshops, webinars, announcements, updates. Continuous improvement in all InFocus features and options. Clearview team always moves forward to the new advanced ways to use the system, always up to date with technology.

Cons

Whenever and whatever we like least in InFocus, we bring it up to the support team and try to change it to the way it would work out for us or find the best solution for it. In most cases it is all repairable and we get the changes we want to use InFocus more efficiently. InFocus team is open for ideas and suggestions and many improvements we asked for have been already in place and we use them routinely now.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 10.0/10

User recommendation
8.9/10
Based on 60 user ratings

InFocus Pricing

InFocus Pricing

Starting from
$24.00/month
Free Trial
Subscription
Value for money

$24 per employee per month (billed annually) or $29 per employee per month (billed monthly).

$24 per employee per month (billed annually) or $29 per employee per month (billed monthly).

Value for Money
4.2/5
Based on 60 user ratings

InFocus Features

InFocus Features

API
Activity Dashboard
Activity Tracking
Audit Trail
Auditing
Automatic Notifications
Billing & Invoicing
Compliance Management
Customizable Reporting
Data Import/Export
Document Storage
Inventory Management
Inventory Tracking
Invoice Management
Monitoring
Real Time Data
Real Time Reporting
Reporting & Statistics
Third Party Integration
Workflow Management
Features
4.2/5
Based on 60 user ratings

Categories

Additional information for InFocus

Additional information for InFocus

Key features of InFocus

  • Accounting
  • Accounts receivable
  • Automated workflows
  • Billing adjustments
  • Budget management
  • Customizable templates
  • Gantt charts
  • Interactive widgets
  • Invoice templates
  • Mobile apps
  • Multi-currency support
  • Project management
  • Project planning and scheduling
  • Prospect and client tracking
  • Report builder
  • Resource allocation
  • Shared events calendar
  • Time and expense tracking
  • Timesheets
  • Unlimited dashboards

Benefits

Full accounting system with automated reverse entry, financial statement and general ledger report printing, and accounts payable and receivable.

Invoice templates for most industry standard formats, with the option to separate expense, labor, and consultant charges, and summaries of multiple projects on cover sheets.

Report designer includes numerous defined project variables, with the ability to drill down to transaction line items, data filtering, and multiple definable period ranges.

Compare allocated resources against availability with real time information on resource utilization filtered by employee or role, and view by day, week, or month.

Automated workflows can be triggered by client, vendor, or project creation or updates, and can be used for data export or import, simplification of multi-step processes, and prompts or actions based on specified business rules.

InFocus FAQs

InFocus FAQs

Below are some frequently asked questions for InFocus.

Q. What type of pricing plans does InFocus offer?

InFocus offers the following pricing plans:

Starting from: $24.00/month

Pricing model: Subscription

Free Trial: Not Available

$24 per employee per month (billed annually) or $29 per employee per month (billed monthly).

Q. What are the main features of InFocus?

InFocus offers the following features:

  • Accounting
  • Accounts receivable
  • Automated workflows
  • Billing adjustments
  • Budget management
  • Customizable templates
  • Gantt charts
  • Interactive widgets
  • Invoice templates
  • Mobile apps
  • Multi-currency support
  • Project management
  • Project planning and scheduling
  • Prospect and client tracking
  • Report builder
  • Resource allocation
  • Shared events calendar
  • Time and expense tracking
  • Timesheets
  • Unlimited dashboards

Q. Who are the typical users of InFocus?

InFocus has the following typical customers:

Large Enterprises, Mid Size Business, Small Business

Q. What languages does InFocus support?

InFocus supports the following languages:

English

Q. What type of pricing plans does InFocus offer?

InFocus has the following pricing plans:

Subscription

Q. Does InFocus support mobile devices?

We do not have any information about what devices InFocus supports

Q. What other apps does InFocus integrate with?

InFocus integrates with the following applications:

ADP Workforce Now, Asana, BambooHR, Cosential, DocuSign, Float Cash Flow, Google Calendar, HubSpot CRM, Slack, Wufoo

Q. What level of support does InFocus offer?

InFocus offers the following support options:

FAQs, Knowledge Base, Online Support, Phone Support, Video Tutorials