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.
- 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.
- I think the reporting could use some improvement.
- I wish it calculated more metrics.
Read Staci Cima CCE's full review
The product is so flexible. I think most companies would benefit from it.