What users are saying about
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Top Rated
788 Ratings

Concur Travel and Expense

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Top Rated
788 Ratings
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Score 8.4 out of 100
33 Ratings
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Score 9.2 out of 100

Likelihood to Recommend

Concur Travel and Expense

Concur Travel and Expense tool is used for different departments across our organization as a major expense management system. We have different expense limits for different departments, and with Concur Travel and Expense software, we were able to set policies and limits on each department's expense limits, and it made so easy for reporting. The flexibility and customization of this software makes it easy to use for different use cases for various departments.
Anonymous | TrustRadius Reviewer

Infor CloudSuite CRM

If you have a mobile workforce, it likely wouldn't be as appropriate (keep in mind we're using the desktop client, and have very limited experience with the web app). It is well suited if your business needs lots of custom processes- find a good vendor. We utilize SimpleSoft out of Ohio, and they have been excellent. Key question: think about where your business is going to be in 5-10 years, and will this CRM solution be able to grow with us?
John Collman | TrustRadius Reviewer

Feature Rating Comparison

Expense Management Capabilities

Concur Travel and Expense
8.5
Infor CloudSuite CRM
Receipt Scanning
Concur Travel and Expense
8.6
Infor CloudSuite CRM
Expense Approval Routing
Concur Travel and Expense
8.6
Infor CloudSuite CRM
Expense Configuration Policies
Concur Travel and Expense
8.0
Infor CloudSuite CRM
Manual Expense Entry and Editing
Concur Travel and Expense
8.1
Infor CloudSuite CRM
Company Card Management
Concur Travel and Expense
8.4
Infor CloudSuite CRM
Reimbursement
Concur Travel and Expense
8.9
Infor CloudSuite CRM
Multi-Currency Support
Concur Travel and Expense
8.4
Infor CloudSuite CRM
Expense Reporting
Concur Travel and Expense
8.7
Infor CloudSuite CRM

Expense Management Platform Features

Concur Travel and Expense
8.2
Infor CloudSuite CRM
Mobile Application
Concur Travel and Expense
8.4
Infor CloudSuite CRM
Integrations
Concur Travel and Expense
7.8
Infor CloudSuite CRM
Expense Management Security
Concur Travel and Expense
8.3
Infor CloudSuite CRM
Expense Management Compliance
Concur Travel and Expense
8.4
Infor CloudSuite CRM

Sales Force Automation

Concur Travel and Expense
Infor CloudSuite CRM
7.8
Customer data management / contact management
Concur Travel and Expense
Infor CloudSuite CRM
8.4
Workflow management
Concur Travel and Expense
Infor CloudSuite CRM
10.0
Territory management
Concur Travel and Expense
Infor CloudSuite CRM
5.4
Opportunity management
Concur Travel and Expense
Infor CloudSuite CRM
8.4
Integration with email client (e.g., Outlook or Gmail)
Concur Travel and Expense
Infor CloudSuite CRM
5.4
Contract management
Concur Travel and Expense
Infor CloudSuite CRM
5.7
Quote & order management
Concur Travel and Expense
Infor CloudSuite CRM
7.3
Interaction tracking
Concur Travel and Expense
Infor CloudSuite CRM
10.0
Channel / partner relationship management
Concur Travel and Expense
Infor CloudSuite CRM
10.0

Customer Service & Support

Concur Travel and Expense
Infor CloudSuite CRM
8.3
Case management
Concur Travel and Expense
Infor CloudSuite CRM
10.0
Call center management
Concur Travel and Expense
Infor CloudSuite CRM
5.0
Help desk management
Concur Travel and Expense
Infor CloudSuite CRM
10.0

Marketing Automation

Concur Travel and Expense
Infor CloudSuite CRM
2.5
Lead management
Concur Travel and Expense
Infor CloudSuite CRM
3.9
Email marketing
Concur Travel and Expense
Infor CloudSuite CRM
1.0

CRM Project Management

Concur Travel and Expense
Infor CloudSuite CRM
4.2
Task management
Concur Travel and Expense
Infor CloudSuite CRM
7.1
Billing and invoicing management
Concur Travel and Expense
Infor CloudSuite CRM
3.6
Reporting
Concur Travel and Expense
Infor CloudSuite CRM
2.1

CRM Reporting & Analytics

Concur Travel and Expense
Infor CloudSuite CRM
4.2
Forecasting
Concur Travel and Expense
Infor CloudSuite CRM
3.6
Pipeline visualization
Concur Travel and Expense
Infor CloudSuite CRM
7.0
Customizable reports
Concur Travel and Expense
Infor CloudSuite CRM
2.1

Customization

Concur Travel and Expense
Infor CloudSuite CRM
8.6
Custom fields
Concur Travel and Expense
Infor CloudSuite CRM
10.0
Custom objects
Concur Travel and Expense
Infor CloudSuite CRM
7.0
Scripting environment
Concur Travel and Expense
Infor CloudSuite CRM
7.2
API for custom integration
Concur Travel and Expense
Infor CloudSuite CRM
10.0

Security

Concur Travel and Expense
Infor CloudSuite CRM
10.0
Single sign-on capability
Concur Travel and Expense
Infor CloudSuite CRM
10.0
Role-based user permissions
Concur Travel and Expense
Infor CloudSuite CRM
10.0

Social CRM

Concur Travel and Expense
Infor CloudSuite CRM
3.5
Social data
Concur Travel and Expense
Infor CloudSuite CRM
4.0
Social engagement
Concur Travel and Expense
Infor CloudSuite CRM
3.0

Integrations with 3rd-party Software

Concur Travel and Expense
Infor CloudSuite CRM
2.9
Marketing automation
Concur Travel and Expense
Infor CloudSuite CRM
3.0
Compensation management
Concur Travel and Expense
Infor CloudSuite CRM
2.7

Platform

Concur Travel and Expense
Infor CloudSuite CRM
5.0
Mobile access
Concur Travel and Expense
Infor CloudSuite CRM
5.0

Pros

Concur Travel and Expense

  • You can loaded preferred hotels and negotiated price per room. Employees should choose if it possible a preferred hotels.
  • Credit card are integrated with personal account. There is a visibility [of] what was purchased by who, and when.
  • Reporting tool enable[s] [us] to use pre-defined reports or to create a new report based on needs.
  • Email notification[s], like reports pending your approval, credit card transaction was loaded into your account, etc.
  • Very advanced administration settings. You can set up [varying] rates for specific country, or rates for daily allowances.
Małgorzata Nitecka-Kubicka | TrustRadius Reviewer

Infor CloudSuite CRM

  • Saleslogix functionality can be managed to a very granular level for each individual using it. Within the users profile you can restrict access to modules, remove write permission, remove export privileges, etc.
  • Saleslogix has one of the best sync engines I have ever seen. If you allow your outside sales reps to have their own database, they can modify customer record while off line and when they do have internet access they can sync changes in both directions. This functionality works great when you have inside and outside sales staff covering the same territory.
  • Saleslogix can be customized using Visual Basic Code syntax. This is a positive aspect as well as a negative. Our existing Saleslogix is so customized that if we were to upgrade to 8.0 it would cost us over $20k to redo some of the customizations. Upgrades are frequently incompatible with customizations.
Dave Mattingly | TrustRadius Reviewer

Cons

Concur Travel and Expense

  • My company used a non-related accounting package so we had to import the invoices for payment. There were not a lot of options for file type to export which made it more difficult to import.
  • It was a bit of a learning curve to book travel. There are a lot of options, which is nice, but can also be confusing for a new user. It caused a few more support calls internally.
  • The automatic upload of receipts is nice, but you have to review them carefully as it sometimes misreads the date or amount.
Anonymous | TrustRadius Reviewer

Infor CloudSuite CRM

  • InforCRM has made dramatic improvements in the web client though in some cases it has been painfully slow to get the most needed things updated. An example is the slow speed of the web client. The newest update is supposed to fix this.
  • The web client does not autosave, so users have to remember to hit the 'save' button at each screen. This is the biggest complaint of users going from the desktop client to the web client.
  • I personally would like to see data panes (account, contact, etc.) with the capability to set up a different view for each team and/or security level that would access the data.
Tonya Payne | TrustRadius Reviewer

Likelihood to Renew

Concur Travel and Expense

Concur Travel and Expense 9.1
Based on 24 answers
Now that we are fully on Concur, switching is not an option. Concur has become ingrained in our expense reporting process. Furthermore, Concur continues to improve its offering. Each month, they release updates and changes, many of which were client requested. Concur's constant evolution means it is adapting with my business
Ashley Salustri | TrustRadius Reviewer

Infor CloudSuite CRM

Infor CloudSuite CRM 9.0
Based on 8 answers
Because we've already made the investment in the original on-premise version, the cost per user is relatively low. The product has grown with us and we can now choose a LAN or Web client version and host the site internally, giving us total control of our data. The iPhone and iPad versions allow the sales team quick access in the field and the voice-to-text option is quite handy. SalesLogix doesn't require that our technology stack be constantly up to date which again, keeps our cost down. They are always making enhancements to the product and we can choose to update/upgrade when those enhancements appeal to us enough to justify adding the service pack.
Anonymous | TrustRadius Reviewer

Usability

Concur Travel and Expense

Concur Travel and Expense 8.1
Based on 61 answers
General functionality is intuitive, though the UI is beginning to look dated. Overall, the usability is high... it is easy to open new expense reports, allocate expenses to the appropriate GL line items and associated RCs. My only complaint is that it takes five+ clicks to upload documents which feels a bit excessive.
Anonymous | TrustRadius Reviewer

Infor CloudSuite CRM

Infor CloudSuite CRM 7.8
Based on 4 answers
It can be a bit slow at times. Its that refresh don't always need to refresh slowing down the user.
LeVar Berry | TrustRadius Reviewer

Reliability and Availability

Concur Travel and Expense

Concur Travel and Expense 8.8
Based on 9 answers
In prior years I would have given them a 9.5 for availability. Unfortunately in 2015 so far this rating has dropped to a 7 overall.
We have experienced far too many interruptions - from admins to employees who rely on it for day to day booking of travel and submission of expense reports. Server errors, slow system response time and spinning wheels are too common place. Those things should be a rare occurrence, not a daily interruption.

While Conur still has great product offerings overall, they are currently not offering world class or best in class product (and customer service) availability. Remaining hopeful they step up and get their A game going again soon.
Carol Monk, CPP | TrustRadius Reviewer

Infor CloudSuite CRM

Infor CloudSuite CRM 9.0
Based on 1 answer
No answer on this topic is available.

Performance

Concur Travel and Expense

Concur Travel and Expense 8.8
Based on 6 answers
Pages always load quickly, reports are always completed in a quick and efficient time frame, and everything about the experience is swift. I've never had any frustrations or complexities that can't be handled easily
Nicole Nagy | TrustRadius Reviewer

Infor CloudSuite CRM

No score
No answers yet
No answers on this topic

Support Rating

Concur Travel and Expense

Concur Travel and Expense 7.2
Based on 43 answers
I have never had to use customer support when using Concur Expense - the UX could be a bit nicer on the eyes or easier to understand, but there have never been any problems when using Concur Expense that I have had to ask or reach out to customer support to help me with anything.
Shannon McNamara | TrustRadius Reviewer

Infor CloudSuite CRM

Infor CloudSuite CRM 8.0
Based on 1 answer
We utilize the support of a local-ish vendor. SimpleSoft is their name. they are great, and very responsive
John Collman | TrustRadius Reviewer

In-Person Training

Concur Travel and Expense

Concur Travel and Expense 8.0
Based on 1 answer
It was nice to have someone available to go through, especially for our employees that have been with the organization for a long time
Anonymous | TrustRadius Reviewer

Infor CloudSuite CRM

No score
No answers yet
No answers on this topic

Online Training

Concur Travel and Expense

Concur Travel and Expense 6.0
Based on 2 answers
It's live (you can ask questions), it's free, it's good. What's not to like. Only reason it's not getting a "10" is breadth and depth, more would be better.
Evan Trimble | TrustRadius Reviewer

Infor CloudSuite CRM

No score
No answers yet
No answers on this topic

Implementation Rating

Concur Travel and Expense

Concur Travel and Expense 7.9
Based on 10 answers
There are different implementation teams for each module of the product you purchase, so implementation is not a 'one size fits all' environment. Also, the different implementation teams have different ways of doing things, so Concur could stand some standardization and streamlining in this area.A Project Manager can make or break an implementation so don't be scared to ask for a new one if things are rocky.
Carol Monk, CPP | TrustRadius Reviewer

Infor CloudSuite CRM

No score
No answers yet
No answers on this topic

Alternatives Considered

Concur Travel and Expense

Travel and Expense applications work together to handle the straight-through process of travel-related activities and expenses. What makes Concur Travel and Expense stand out is the way that it integrates with many other applications. For instance, there is direct integration with Grab, which allows for rideshare service receipts to be routed automatically to Concur. This reduces the amount of effort and overhead in storing every receipt, while ensuring that all expenses are accounted for.
Jaren Lim | TrustRadius Reviewer

Infor CloudSuite CRM

We selected INFOR CRM over Salesforce simply because it was affordable and didn't have so many 'bells & whistles' that Salesforce has that we were not using. We didn't realize that the compatibility with upgrades were going to be such an issue.
Penny Bell | TrustRadius Reviewer

Scalability

Concur Travel and Expense

Concur Travel and Expense 8.3
Based on 43 answers
It's easy to use it across multiple departments because everyone is familiar with it. Employees in a different segment or different branch have used Concur, so if someone transfers locations or works with another department on a project, they are already familiar with Concur. It makes training and onboarding easy as well.
Liliya Carlage | TrustRadius Reviewer

Infor CloudSuite CRM

No score
No answers yet
No answers on this topic

Return on Investment

Concur Travel and Expense

  • It has saved my reps time from logging in expenses and it ensures that all expenses are captured. This allows them to spend more time in the field on sales.
  • It also enforces timely expense submission since all expenses build up, since they are all logged.
Anonymous | TrustRadius Reviewer

Infor CloudSuite CRM

  • It's a CRM, so using a CRM as opposed to not using one is typically a step in the right direction.
  • Slightly lower TCO than other CRMs.
  • Complete end-to-end workflows allow you to quantify and analyze every step in the business process, leading to improved efficiency.
Anonymous | TrustRadius Reviewer

Screenshots

Pricing Details

Concur Travel and Expense

General

Free Trial
Yes
Free/Freemium Version
Premium Consulting/Integration Services
Entry-level set up fee?
No

Infor CloudSuite CRM

General

Free Trial
Yes
Free/Freemium Version
Premium Consulting/Integration Services
Yes
Entry-level set up fee?
No

Rating Summary

Likelihood to Recommend

Concur Travel and Expense
8.5
Infor CloudSuite CRM
9.0

Likelihood to Renew

Concur Travel and Expense
9.1
Infor CloudSuite CRM
9.0

Usability

Concur Travel and Expense
8.1
Infor CloudSuite CRM
7.8

Reliability and Availability

Concur Travel and Expense
8.8
Infor CloudSuite CRM
9.0

Performance

Concur Travel and Expense
8.8
Infor CloudSuite CRM

Support Rating

Concur Travel and Expense
7.2
Infor CloudSuite CRM
8.0

In-Person Training

Concur Travel and Expense
8.0
Infor CloudSuite CRM

Online Training

Concur Travel and Expense
6.0
Infor CloudSuite CRM

Implementation Rating

Concur Travel and Expense
7.9
Infor CloudSuite CRM

Scalability

Concur Travel and Expense
8.3
Infor CloudSuite CRM

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