Gaviti Erfahrungen

It is very easy to use (user friendly), looks great, there are no lags and it is very responsive. I reached out to ask the developers a question on how to do something on Gaviti and they were very helpful. The response time was great, I didn't have to wait for too long to get my answers. I'm glad it works well on Google Chrome on iPhones.

There is no Gaviti app for android and I wish there was, it would make my money management for my business much easier.

The most impactful part of Gaviti are the customer success managers that go above and beyond to ensure our company is set up for success. They were quickly able to understand our business needs and tailored our Gaviti workflows to make the most of this software.

There were some challenges with the QBO workflow tags that could be supported out of the box. We were unable to use the Company Name rather than the Company Display Name, but the CSM team was quick to assist and solve the issue.

Ease of use. The ability to free up space for the team.

Trying to find the balance between reaching out to often with our customers vs not enough.

I like that it includes all parties so customers are being bombarded by phone calls by the different departments with the same goals.

Occasionally some of the buttons with an accounts don’t work equally

The software was easy to use and implement

Some of the features of marking promises to pay, responding to emails within Gavit can be a little cumbersome.

Its user friendly and easy to navigate. It gives the customer more options where they can self serve.

Some aspects were a little confusing for me, like the work flows.

The user interface is easy to navigate, it was easy to set up, it provides all the management reports we need to run a successful collections team.

It doesnt recognize the project in the Sage integration, just the customer, but this is a manageable item.

In addition to the product itself being very easy to use, what I appreciate most about Gaviti is that it does the heavy lifting for those involved in collections. Rather than manually following up on each individual customer, Gaviti can handle the entire follow up process for all customers which frees up the user for more strategic thinking. The administrator also has complete control over workflow email template designs which allows for quick pivoting in targeting and messaging strategy when necessary. On top of that, the system provides useful metrics and is able to manage communication not only internally with the team, but also externally with clients as well.

Although the invoice attachment function helps, what would be game-changing is if all open invoices per customer could be attached for download in one email to the customer. Furthermore, when the invoice table is embedded in the email, all of the invoices listed should be available through the link. Hopefully this is already part of the current road map. Other than this specific item, there isn't much to not like about Gaviti.

I like the automation and control of reaching out to customers when invoices are due.

Setting up the workflows could be a little easier.

Gaviti is very dynamic. It gives its users the potential to be proactive and design the software to fit the current needs of the business.

Setting up the workflows can be a little tricky, but once your get more experience, they can be extremely helpful for your collections team.

customer emails are very easy to draft - love the data fields you can add to the text. having the visibility into invoicing status, what emails have been sent, and being able to easily automate reminders has really helped our customer support team be more involved with collections. before Gaviti, we had no visibility and it was slow/hard to help customers when they would call in about payment questions.

the customer response / activity could be more like an inbox and drive automation of workflow pauses. today it's just an activity feed - but seems like it could be much smarter. Also some of the reporting filters could be simpler.

the dashboard which we can easily view the information especially the DSO

it would be nice if to add on statement of account delivery

UI and Dashboard is excellent, user friendly, practically no time required for setting up and the most important part is Workflows
!Amazing.

I wise Gaviti could do a little account reconciliation :)

So far this product has some features that I am very excite about. Their workflows ollow us to streamline front end collections efforts without physically touching the account.

I have not been able to play with it enough to identify what I don't like. I do think that whatever suggestions I have, they will listen and if they seem room for improvment, they will escalate.

With Gaviti, you can make the adjustments to the workflows to fit your needs. You can make changes to any of the work flows you create to adapt to the needs of the customers you have.

At this time I do not have anything negative to say about this platform.

They were very helpful in the training process and patient!! I love that you can set your own workflows and automatic email reminders. This is perfect for a big company. Set it and forget it.

I honestly have no cons. We've been using Gaviti for almost a year and everything has run smoothly.

Easy to get up and running. Very smooth integration.

Should add OCR functionality in order to send entire file to be parsed on gaviti side instead of sending hundreds of invoices from the customer.

The product is very user friendly, cost competitive, and effective

Would be great to integrate customer emailed responses into the activity ledger (although I believe this is on the roadmap)

Collections and all the features for client facing size

Cant think of anything. 2 months just using it

The customer service. Reuven has been top notch in helping us get Gaviti setup.

The one feature we would like is to be able to upload our import files for all of our internal companies at the same time. Currently Gaviti requires that each companies import be a separate file.

I like how responsive the customer support is! Anytime I have a question the team is extremely helpful in any way they can be and I really appreciate it! The software is flawless.

I wish there was an app for android :( I'm sure there will be one in the future but in this day and age everything is done through technology, so having the software available on the go would be amazing

easy to use. worth the money. saves a lot of time. great customer support.
i needed help and i had a question, gaviti team answered quickly.

i just love it. to be honest i couldn't find negative thing to say. as of now i am really happy with this product.

The ease of receiving payments, the software enables me to have less time making calls and more time focusing on corporate needs.

Optimization of the Android application. Rarely it has issues freezing up but it should not inhibit the use of it.

I really like the features that Gaviti offers, specially how it is able to target many customers all at once with a single work flow. Very efficient and time efficient.

Its a software that requires practice and note taking. It has a lot of features so you need to know what you are doing, not a bad thing, but it requires practice.

Being able to clearly track AR and receive payments and most importantly connect with our CRM Salesforce.

None at this time. As a ops person I am just hapy this software connects with Salesforce