What People Are Saying
Jon Palecek, CEO of Palecek Consulting Group
“The big driving factor is we can compare ourselves to the industry. That has been unbelievably useful. We can see how we’ve done month to month and where we’re trending. Once we can figure out our trends, we can map it to what we’re doing operationally and compare every month to give us a really good sense for how we’re doing.”
“I sure do sleep better off at night knowing all my numbers.”
Stuart Selbst, MSPs Business Coach
“…as a coach it tells me where I can work with my client to improve or cut back and make changes within their business.”
“It gives us better data to forecast and builds more stickiness with my client while I get a full understanding for where they want to go.”
Jim Sloane, CEO of Telesys Northwest
“…I’m a non-financially-educated person so that was a real challenge and when we’re running the business, it’s critical to understand the financials of the company, so Corelytics has let us take the reams of data from QuickBooks and turn it into easy to use visuals to see how we’re going against goals we’ve set for ourselves and for similar type companies.”
Eric Rieger, President of WebIT Services
“I needed to get a better handle on the revenue and expenses and be able to drill down on our line of business to see where money might be leaking, identify areas for improvements and also identify our strengths so we can go in and fix the problems you have and get everything green!”
“If you don’t know where the problem areas are, it’s hard to address them. You got to make the time – Even as a business owner getting pulled a hundred different directions, you really just need to set aside the time and it’s just not that hard to do.”
Business Owners
Teresa and Joe Bell, President & CEO and CFO of Citrus Networking Solutions Group
“When we got hooked up with Corelytics, that’s when the lightbulb went on. The visuals and graphics in Corelytics really helped me to understand. Based on where we were headed, we had to make some choices around our clients and our staff and we’ve become much more profitable.”
Scott Smeltzer, President & CEO of On-site Tech Support
“I’ve gone from 8-12 hours a month reviewing my financials to now, within 10 minutes I know as much as I knew in 10 hours prior to using Corelytics.”
Jason Lambiris, CEO of Apex Digital Solutions
“…I’ve even been pulling up the dashboard in regular reviews with my management team or other executives within the company and being able to show them not just where we’ve been, but where we’re trending as a company, how we stack up against other companies of a similar predominant business model-”
Arlin Sorensen, CEO of Heartland Technology Group
“Sound financial management is absolutely critical for serious technology service companies. We have needed a tool like Corelytics to show IT solution companies how their business performance compares to their peers.”
Steve Meek, President and CEO of The Fulcrum Group
“Corelytics is part of the ecosystem of tools our business depends on to succeed as a services company. It provides leading indicator details and helps us to quickly compare multiple periods of revenues, expenses and balances and can generate trend lines, giving us the chart and visual information we need to actually interpret the data, and then proactively manage our business.”
Luis Alvarez, President of Alvarez Technology Group
“Managing a business well, any business, is dependent on a clear understanding of the metrics that drive the business. For us, Corelytics helps us gain the insight that we need to be successful. Without it, we’d struggle to understand the trajectory of our IT firm.”
Chris Schalleur, CEO of Christo IT Services
“We use Corelytics every month to get a good look at the progress we are making on our business. It allows us to proactively manage the key indicators of our business, such as Revenue, Margin, and Receivables. By monitoring these trends we are able to make adjustments to our personnel, spending, AR actions, etc. when needed. Love
the product!”
Nolan Garrett, CEO of Intrinium
“The visuals in Corelytics are great! Having this dashboard has made me think about the different ways we need to be improving our business”
Kevin Tobey, CEO of Tobey Consulting Service, Inc.
“Corelytics Lite has given us a lot to see about our business that we instinctively knew, but did nothing about. Now we have a direction and focus each month around our numbers.”
Babul Mukherjee, President of The Montopolis Group Ltd.
“The first time we loaded our data is was like, wow! It took seconds to upload and we saw a picture of our business that we could never see with reports from our accounting system. Corelytics Standard is well worth the monthly price.”
Tom Stimson CTS, President of The Stimson Group
“One thing I always tell my clients is that you can’t achieve real growth without a financial roadmap. The InfoComm Financial Dashboard is the perfect tool to create that roadmap and I’m enthusiastically recommending it to business owners.”
Partners
Rob Rae, Director of Partner Development, Level Platforms
“As a vendor, when you can actually be told, or when you can actually produce a report that says, ‘Here’s how much money your customers make using your solution-’ that is huge. I can now go to market comfortably and be able to say ‘Level Platforms makes its customers more profitable, it makes more customers more money as a result of using our techonology.’ When I’m out presenting, talking about Level Platforms and showing our customers or prospects what it is that we do and how it is that we do it, Corelytics is in every presentation that I’ve got as a result.”
“Prior to having the Corelytics data, it was all guesswork. Coreltyics gives us hardcore data.”
George Sierchio, The Consultant Coach, Action Business Partners, Inc.
“There’s things in Corelytics that actually make life a lot easier and identify things that most people just don’t pay attention to when it comes to profitability or business value”
Arnie Bellini, CEO of ConnectWise
“Corelytics is a feature-rich business tool, and with ConnectWise PSA, provides an exceptionally complete way to marry business management with financial performance”
Bob Godgart, CEO of Autotask
“By combining Corelytics’ financial insight with Autotask’s powerful hosted service platform, we are enabling our customers to take a pulse of their financial track record, better forecast upcoming quarters, and manage their businesses to peak performance. That’s priceless.”
James Foxall, President of Tigerpaw
“This partnership allows us to marry the operations analytics of Tigerpaw with the incredible financial metrics and business intelligence of Corelytics. Corelytics provides a very valuable tool that will help our customers be more successful and improve the industry as a whole.”
Paul Dippell, CEO of Service Leadership, Inc.
“The Corelytics dashboard is an ideal, affordable way to monitor your business’ financial performance. IT Solution Providers use the Service Leadership Index™ to measure your progress towards Best-in-Class performance for your specific business model and pick relevant best practices.”
Harry Brelsford, CEO of SMB Nation
“Corelytics would benefit all SMB Nation Tribe members who really want to manage their IT solution business’ financial performance. For a small price tag it shows a complete picture and delivers a major hit.”
Joe Panettieri of MSP Mentor
“Corelytics is a single financial management dashboard that allows MSPs to track their health — and also compare their health to the overall MSP and solutions provider community”
If you would like to take few seconds to rate our company and our product in the Microsoft Pinpoint and Intuit App Center directories. It would mean a lot to us and we are happy to return the favor:
Rate Corelytics on Microsoft Pinpoint: 3 questions, 30 seconds. We hope that we have earned your high star ratings.
Rate Corelytics on Intuit App Center: Very short. Open comments welcome.
