Flywire vs. Teamleader

Many of our international students studying at our institution are financially supported by their parents in their homeland. In other words, they rely on their families for payment of their class fees. So, Flywire makes international payments convenient by making payment by visiting our college website and finding the Flywire payment option. Some prefer this method over credit card payments or by wiring money to the student's bank account in the U.S., which creates a whole additional step in making payments.

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It is great for making proposals, sending invoices and for keeping time. It is also a great CRM tool. I love the business card scanner in the app.

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• Online payment capture is huge! And it's secured.
• Contracts get signed extremely fast using Sertifi.
• You receive an email notification once the customer signs, to know the transaction is complete.
• You also receive a notification when the customer 'views' the agreement.

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• Comply clients data
• Invoices
• Track and measure time for projects

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• Still needs improvement in setting permissions for who in the organization can see full credit card numbers.
• Could use additional backup material for disputes with credit card companies.

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• Synching contacts between iPhone and Teamleader could be easier.
• Integration with Aweber would be great.

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Besides having some tools to improve, it's a simple yet useful tool to organize data in order to improve patients quality and internal development.

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Very effective team. If ANYTHING occurs their assistance is pretty much immediate. They take longer by email but it works everytime.

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A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

PandaDoc, DocuSign. Honestly they all seem to work for what we were looking for, but Sertifi was a good price and an easy implementation, our use case was probably too basic to really find holes in any of the products in the space because they all seemed to be able to handle the basics that we needed.

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A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

Act-On I used for a client. It is more a marketing automation tool than a CRM solution and it is also more suited for bigger organizations.

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• Great feedback from end clients - prior to Sertifi, we were manually creating PDFs and documents as well as mailing them for signature. This new process has increased our return time incredibly!
• Prior to Salesforce, potential recipients were sending emails in as requests that were being tracked in an Excel spreadsheet. Now we have the process automated where they can submit everything online, a document get auto-generated and auto-sent out 10 days later. We've saved SO much time because of this newfound efficiency!

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Independently Invited by TrustRadius

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

• Positive: invoices are easy to pay thanks to the direct link, invoices are mostly paid timely
• Positive: it is easy to monitor deals and proposals. When followed up timely, more opportunities become deals.

Incentivized

Independently Invited by TrustRadius

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info