Telenotes vs onbase

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Telenotes

Category: Task Management Tool

Industries: Sales, Business

Pricing

Starting From:

$135.00 /month

onbase

Category: Task Management Tool

Industries: Education, Marketing, Business

Pricing

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Most popular feedback for Telenotes

The ability to track where I've been .The ability to follow up on what I've done .

Renee O.

About Telenotes

Get better sales call notes with Telenotes! Your sales reps love to talk, but hate to type. Yet you still need their data from the field. Discover how Telenotes can help you keep your reps focused on selling, and leave the data entry to us.

Most popular feedback for onbase

My overall experience with OnBase has been excellent. I don't know what I would do without it as far as keeping me organized. I recommend this software to anyone that has countless PDFs they need to keep a record of and have the option of retrieving at any given moment.

Stephen B.

About onbase

OnBase enterprise content management software combines integrated document management, business process management and records management in a single application. Whether deployed as a hosted or premises-based solution, OnBase allows organizations to automate business processes and reduce the time and cost of performing important business functions through the management and control of content.

Telenotes reviews

The Telenotes team provide outstanding support! They are quick to answer questions by phone or email. Whether it is the app or the online portal; the functionality of the product is user friendly. The program is reliable and provides us with a great way for everyone to stay on the same page and I absolutely love the reminder emails with follow up tasks!

- Michele F. Director of Sales & Operations

he biggest problem solved is being able to track the information from a call. I receive followup tasks and calendar reminders in real time and can act on the requests of my customers right away. I have talked to other sales professionals who use different CRMs and find that they don't like them and spend more non-sales time inputting their call notes, if they even remember them. Telenotes makes it EZ to input, act, and move on to the next client without having to remember all the details in my mind. They are my sales brain!

- Timm R. Regional Manager

Though it gets the job done, there are often major delays. I use the program every day and every day I have to exit and re-enter the program multiple times to get the flow going again or because it stopped responding. For some reason, this software is also much slower when other people in our house are on the wifi for reasons I do not understand because no other program I use is slower when other people access the wifi.

- Lexie K. Transriber

onbase reviews

Within the Registrar's Office, we utilize OnBase and it's ability to use OCR functionality to capture information from students' transcripts for input into our student information system. This alone eliminates dozens of hours of manual labor each week. On top of that, it is a reliable, quick, enterprise imaging solution.

- Denny S. Associate University Registrar

The interface is useful and expansive. The multiple panes allow the user to see everything that needs to be seen. The exporting options are effective and the PDF viewing option is really great as it allows for quick and easy printing download, etc. (At least while using Chrome as the browser - I haven't used it on any other browser.) The categorization for types of documents is also very helpful. It is easy to toggle between different documents within the same profile and this makes it easy for profiles that have a great number of documents.

- Trevor A. Accommodation Specialist

I like that I can view documents that have been uploaded in real time.

- Danyelle H. Program Services Evaluator 2

Pros & cons

Telenotes

Pros
It is great when I get put off by a current customer or if I just run out of calls to make
This program has shown me that there is always another call to make
If I need help with the program TNOTES has always been right there for me
They have truly made me a lot more than I pay them
It saves me time and keeps my clients information safe and organized
LOL and I found it hard to stay organized and stay on top of things."
Cons
I use the program every day and every day I have to exit and re-enter the program multiple times to get the flow going again or because it stopped responding
The biggest problem solved is being able to track the information from a call."

onbase

Pros
I use this as part of a carrier page to search for and retrieve documents, so far this have been great software
It's a good tool for keeping track of your PDF files if there are many of them, because once the import is done, retrieving the files becomes very easy with the OnBase search
We use this for much of our document storage needs
In our industry, document storage is very important and as such it is good to have a reliable , industry standard product
Helps with my daily duties and that's it
Anything more would be for the backend user."
Cons
Outdated software such as enterprise software may cause the communication or interfacing of OnBase to fail
Thus file syncing may be affected due to the lag in progressive updates
When I am importing documents, I am not able to drag and drop multiple files at a time
If I have 10 files to import, then I have to do 10 separate imports for each
There's also no easy way to build upon old forms so you're stuck having to reinvent the wheel each time you may have a subtle difference or different process/user flow for an updated form
Numerous issues with sustaining sessions and maintaining connectivity
Furthermore, the error messaging is atrocious."

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