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XBert

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5.0 out of 5 stars
47 Reviews

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Nicky Barr
Posted 10 Mar 2024
5 out of 5 stars

Fantastic app, amazing service!

I recently had the pleasure of engaging with Xbert, and I must say, it was an experience worth celebrating. From their outstanding product to their unparalleled support through the Fast Track program, every aspect of my interaction with Xbert exceeded expectations. Let's start with the product itself. I was in search of a solution that seamlessly integrates task management, team collaboration, and performance tracking. Xbert not only met these criteria but surpassed them with its intuitive interface and robust features. Whether it was assigning tasks, monitoring progress, or analyzing productivity metrics, Xbert proved to be an invaluable tool for streamlining our workflow. However, what truly set Xbert apart was their Fast Track program. As someone who values efficiency and prompt service, I was delighted by the expedited support provided through this program. The Xbert team demonstrated a genuine commitment to ensuring that I could leverage their product to its fullest potential. Their responsiveness, expertise, and willingness to go the extra mile were truly commendable. Moreover, the Fast Track program wasn't just about resolving issues—it was about proactive guidance and personalized assistance. The team at Xbert took the time to understand our specific needs and offered tailored solutions to optimize our usage of the platform. Their dedication to customer satisfaction was evident at every step of the process, reaffirming my confidence in choosing Xbert as our preferred productivity solution. In conclusion, my experience with Xbert has been nothing short of exceptional. Their innovative product coupled with the exemplary support from the Fast Track program has transformed the way we work for the better. I wholeheartedly commend Xbert for their commitment to excellence and would highly recommend their services to anyone seeking to enhance their productivity and efficiency. Thank you, Xbert, but in particular Jesse, for your incredible support and patience with our team!
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Tracey Rubens
Posted 19 Feb 2024
5 out of 5 stars

Blown away with the difference it's made

I have been a user of Xbert's data quality capabilities for a quite a while but had been nervous about making the leap to implement the workflow side. My current workflow system was solid and easy to use so improvement was on the back burner. But over the January quiet period, I bit the bullet and booked in for the XBert Fast Track and spent 5 hours with the wonderful Jesse learning, designing and testing our new workflows. The training was interactive, relevant and pure gold! Jesse helped me to design our practice wide workflow system in the first session and we started using, testing and improving the processes from day 1. This gave us time to finesse the design and reports in the other assisted sessions making them completely invaluable. I can't believe what a difference it has made to our efficiency when I thought we were already doing a pretty good job of it. XBert has actually given me back time every day to complete other tasks on my wish-list. I can't speak more highly about the process and the positive effect it's had on this little practice.
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Stacey Nielsen
Posted 12 Feb 2024
5 out of 5 stars

Exceptional Support Meets AI Innovation

After exploring various project management tools, I finally landed on Xbert and it has been a game-changer. What sets this software apart is not just its intuitive design and AI-driven features that streamline our workflows but the unparalleled support we've received. From the initial setup to ongoing queries, their customer service team has been incredibly responsive and knowledgeable, ensuring a smooth transition and efficient use of the software. It's rare to find a tool that not only meets our complex project management needs but also provides such outstanding support. Highly recommended for any team looking to elevate their AI and project management game!
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Liza Goodall
Posted 1 Feb 2024
5 out of 5 stars

What I have been looking for!

From the moment we signed up to Xbert the support was amazing. It is a great product that solved a lot of pain points for our firm from workflow management, to reminders, to using the fraud checks for our clients peace of mind. We definitely can't go back to our spreadsheets lists and calendar reminders
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Renae Petersen
Posted 24 Jan 2024
5 out of 5 stars

Cloud Mind Accounts

We are thrilled we decided to purchase XBert. As soon as we connected, it was enlightening. We opted for the fast-track set-up and training. Jesse was a fantastic trainer and clearly explained all the great features of XBert. The AI assists with client compliance and data integrity. Xbert picks up compliance issues that the human eye can easily overlook. We are excited to start inviting our clients into their Xbert client portals and eliminating the emails. Now, the focus is on the workflows to manage tasks and client notes all in Xbert. Support is incredible, and we highly recommend you invest in fast-track training to get set up correctly from the onset.
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Mary Lewis
Posted 12 Jan 2024
5 out of 5 stars

XBert is brilliant

I was impressed when I was first introduced to XBert, but now that I have started using it, with the help of the Fast Track team, I'm blown away. I no longer have to worry that I'll miss something important for a client.
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