Skip to main content
TrustRadius
TermSync

TermSync

Overview

What is TermSync?

TermSync is a cloud-based accounts receivable management platform. It helps companies get paid faster, reduce administrative costs, and improve customer relationships. It works with clients’ existing accounting systems and can be up in running in a day or less. Companies…

Read more
Recent Reviews
Read all reviews
Return to navigation

Pricing

View all pricing
N/A
Unavailable

What is TermSync?

TermSync is a cloud-based accounts receivable management platform. It helps companies get paid faster, reduce administrative costs, and improve customer relationships. It works with clients’ existing accounting systems and can be up in running in a day or less. Companies can choose from various…

Entry-level set up fee?

  • No setup fee

Offerings

  • Free Trial
  • Free/Freemium Version
  • Premium Consulting/Integration Services

Would you like us to let the vendor know that you want pricing?

4 people also want pricing

Alternatives Pricing

What is SAP Concur?

SAP Concur is a SaaS expense report management product, and handles corporate travel booking, expense report automation, reimbursement, audit, and business intelligence, and corporate card integration.

What is QuickBooks Online?

QuickBooks Online is a SaaS version of the QuickBooks product. It contains all of the features found in the local version. Higher-priced plans include greater automation, payment management, inventory and time tracking, and analytics features.

Return to navigation

Product Details

What is TermSync?

TermSync Competitors

TermSync Technical Details

Operating SystemsUnspecified
Mobile ApplicationNo
Return to navigation

Comparisons

View all alternatives
Return to navigation

Reviews and Ratings

(2)

Reviews

(1-2 of 2)
Companies can't remove reviews or game the system. Here's why
Score 10 out of 10
Vetted Review
Verified User
Incentivized
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.
  • 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.
  • 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.
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.
  • TermSync helps us to be more customer service oriented. The cost is relatively inexpensive, but the value that we gain in Customer Service pays for the application more times than we can count.
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.
April 05, 2017

TermSync to Automate

Staci Cima CCE | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Incentivized
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.
The product is so flexible. I think most companies would benefit from it.
  • 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.
Return to navigation