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TermSync Reviews & Insights

Score10 out of 10

2 Reviews and Ratings

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TermSync Reviews

2 Reviews

An A/R Collection Godsend

Rating: 10 out of 10
Incentivized

Use Cases and Deployment Scope

Currently, TermSync is being utilized by one location of our business. It is being used to bring together invoices for four different business units onto one platform so we can address an account in its entirety, at one time, and make it more seamless for our customers. Previously, we had multiple coordinators contacting the same customers to collect payments based on the different business unit.

Pros

  • Follow up windows. You can designate when to follow up with a customer.
  • Allows customers to communicate with you when it is convenient for them.
  • Allows the customer to make payments online.

Cons

  • Reporting. It is hard for TermSync to create a report for every business type out there so you may need to have some things customized, but they are always willing to assist.
  • The requirements needed to accept payments online requires some information that larger companies may not want to give out.

Likelihood to Recommend

If you are one person or managing 10, TermSync allows you to track what you and your team is working on. When to follow up with customers so that no one is missed. It allows you to see if each teammate is pulling their weight and getting done what needs to be done or if more help is needed. The Executive Metrics reports give you all the information for month end reporting and also shows you the weaknesses so you can motivate your team to excel in those areas.
VU
Verified User
General Manager in Finance and Accounting (5001-10,000 employees)
Vetted Review
TermSync
2 years of experience

TermSync to Automate

Rating: 10 out of 10
Incentivized

Use Cases and Deployment Scope

We use TermSync and it automated our credit department making the functions so much more organized. TermSync automates our communications with our customers, tracks all of our customer communication organizes daily To Do lists and gives our customers a place to make payments, dispute invoices, apply credits and get invoice copies.

Pros

  • The dashboard makes it easy to organize my daily work and to track customer contacts.
  • TermSync makes it easy for our customers to communicate with us at a time the best works with their schedule.
  • I love the credit reference reports. This saves us all the time of printing, completing and faxing credit reference reports.

Cons

  • I think the reporting could use some improvement.
  • I wish it calculated more metrics.

Likelihood to Recommend

The product is so flexible. I think most companies would benefit from it.
SC
Staci Cima CCE
Credit Manager in Finance and Accounting at Crescent Parts & Equipment (51-200 employees)
Vetted Review
TermSync
3 years of experience
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