CoreIntegrator Workflow vs. TermSync

I have found CoreIntegrator to work well for our needs as an Accounts Payable workflow solution. The system was implemented with very little internal technical assistance. It can be administered by a business user without a great deal of technical knowledge because the CI support staff is knowledgeable and helpful.

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.

Incentivized

• Integration to Great Plains
• Simple to use

• 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.

Incentivized

• The system administration is somewhat difficult for someone that is not highly technical.
• Deleted or removed items appear in search results.

• 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.

Incentivized

Sometimes we receive slow responses.

We didn't review another product because CoreIntegrator so perfectly met our needs.

Incentivized

When researching for this type of product, I did reach out to other vendors. I worked closely with Billtrust in the past and they were lacking in this area when I was ready to make my move. It is my understanding that they have something very robust in the works but I can't say where that will fall on the cost spectrum. By comparison, other companies, like Get Paid had priced themselves right out of our market. TermSync gave us the tools we needed at a price we could afford in the least amount of time and very little assistance from our IT Group, which was a big relief.

Incentivized

• Time saving outweighs the cost.
• Ease of use is so much better than most software solutions.

Incentivized

• Our over 60 day list has been reduced by more than 100 accounts.
• Our DSO is consistently trending lower.
• All of the customer notes are stored in one place saving time for everyone.

Incentivized