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Managed Integration Services
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We have been using Recursyv now for 2 years for some custom integration between our EPR software AutoTask and Microsoft Dynamics.
Recursyv have been instrumental in this implementation, the team have shown nothing but the upmost professionalism, helpfulness and technical abilities through out the entire time we have been working together.
Nothing is ever too much trouble, from the first enquiry through to recent updates.
I can not honestly think of any part of the company that has not been brilliant, helpful and knowledgeable.
We needed a integrator to help get 2 software platforms talking and synchronising data
We used Recursyv to integrate our Contact Centre platform and CRM Dynamics. Great to work with, knowledgeable, no-nonsense, understood the detail and the complexity. Incredibly patient and professional. Did exactly as promised and accommodated all of our requirements. From the initial engagement to implementation the service was excellent.
No downsides. Good service and good people.
Contact Centre platform and CRM Dynamics integration
Recursyv did a great job at listening to our custom requirements, delivering a solid product quickly, staying in communication throughout, and making tweaks/changes as we discovered edge cases along the way.
The only potential downsides for us were the small company size and the time difference (6 hours), but we've had no problems or complaints in a year of working together.
Our tech support clients and tickets are handled in ConnectWise PSA, which tracks how much each client should pay for support. However, employee timesheets and invoicing are managed in NetSuite OpenAir, so manual data entry was required to enter time in both systems and ensure all billing amounts were accurate. With our new integration, hours and billing information entered in ConnectWise automatically flow into OpenAir, significantly simplifying daily ticket management, weekly timesheets, and monthly invoicing.
No More... Email Integration, Duplicate Tickets, Working in a Customer Ticketing System, Reports to Match Tickets
Real people!
We tried to work with a vendor that claimed they had the connections we needed. It took forever to understand their requirements, then we had to pay to get access to a human that could help us. When we finally got it all setup, the only connection we were interested in was broken. After following up, they blamed the other company and had no eta, but when I followed up with the other company they had no idea there was an issue. It was a terrible experience.
When we reached out to Recursyv, we were contacted right away by Peter, he understood our needs and was available to initiate a conversation to discuss our detailed requirements with engineering. Once we confirmed the requirements could be met, he also worked with our senior management to address all our financial concerns.
Once we initiated the services, we started to work with Dan and the whole process has been such a pleasure. Dan is amazing, I call him Super Dan because he is quick to understand our requirements, available when needed, sets expectations and so far, meets them every single time. We ran into one problem in production and only because the customer wanted to change a process, this happened during my US business hours and the Support team was available and Dan took care of the change promptly.
I am looking forward to implementing many API integrations with Recursyv. It is a service that is appreciated by our customers and our internal support team.
Senior management does not like the MRC or NRC. My focus is implementation and from my perspective it has been a very professional and positive experience. Looking for more opportunities to leverage automation.
We currently integrate with customer ticketing systems via email integration. Due to system limitations, we still get duplicate tickets or sometimes tickets are not kept up to date on both sides because someone forgot to follow a process. We have customers that ask us to send them reports to match tickets in their system, or ask us to login and manage tickets in their system and ours. Recursyv is helping us to eliminate having to work in our customer ticketing systems.
Recursyv assisted us through a significant cloud migration D365 project from initial requirements discovery, through to integration implementation and also played a big part in supporting us through the data migration. Throughout the process, Recursyv (Jon & Dan) were very detail-oriented and made these aspects of the project very simple for us. At each stage, we knew we were in good hands as the quality of work they were producing was faultless and undertaken within the agreed timescales.
Along with the high-quality work, the team at Recursyv are very friendly, easy to work with & supportive. You can tell they take pride in their work and look after their customers. Highly recommend!
Nothing, we have had only positive experiences with Recursyv so far, and no doubt will continue going forward.
Recursyv’s main remit in this project was around the integrations. Their bi-directional syncs have resulted in our integrations working much more efficiently and the error notification functionality is a dream, this was a significant issue for us historically but now through Recursyv’s platform, we can be proactive in addressing these issues, rather than waiting weeks/months before realising problems have occurred. Something we internally benefit from greatly, but also our members in turn. So the impact here is significant and very positive for our business.
The professionalism and understanding of business processes
Would like to clone a few of the team members
Consider the limitations and ability to be flexible before looking at other solutions
Service Now integration with RMM platform
We use the Recursyv Platform to integrate Autotask with Dynamics 365 for multiple entities, ensuring data is correct in both these essential systems. Recursyv have been easy to engage with, and have excellent technical knowledge of integrations, especially within Service Desk and CRM environments. Having a dedicated Technical point of contact is also a huge benefit – I would highly recommend
Recurring cost because it is a subscription-based SaaS
Integration between Autotask and Ms Dynamics
They focus on customers happyness, and the fact that the support team is very reactive
Nothing! I had a really professional and positive work experience.
As an MSP, we handle a lot of different tools to manage our customers it. We were looking for a solution to synchronise ou CRM/marketing tool (Hubspot) with our PSA (Autotask). Peter (sales) and Dan (Support) were really focused on our needs and were able to achieve our goals.
Recursyv is highly responsive. Communication is never an issue.
Everyone at Recursyv is also very personable and kind.
While I think an onboarding fee or project launch fee is reasonable due to the necessary labor in setup and testing, I wish the monthly subscription was a bit lower. Right now, it's not the type of monthly subscription service I will easily forget about and will be something I will continually want to justify or optimize.
I feel like we came extremely prepared to Recursyv before we started in that our databases were normalized and prepared for a 1:1 link across our desired platforms. While I'm sure they would help their customers do that, I feel like every business will want to establish a "Data Master" role in their organization, someone who knows every platform well and how the data will move from one platform to another. That Data Master should be well prepared to articulate to Recursyv what fields will map between each database.
Above that, having the Data Master be highly available and ready to communicate with their implementation team to iron out any kinks that may present during early testing. If you don't do the above, you likely may not have an easy go at this - but at no failing of Recursyv.
Data portability. If you have the same data in multiple systems but aren't linking and syncing them so data entry once propagates across your business tools, then that is a clear waste. Leveraging cross platform synchrony is a key way to run a leaner and faster business in 2021.
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We came from another competing product that caused many emails of "Is the sync working?" which required me to break away from our development work and run down issues. We started with the goal of syncing Salesforce and Autotask and have since expanded to add sync for Intacct and Salesforce. They are my go-to provider on bi-directional syncs, and since it is fully managed, I don't have to break away to investigate things (which hardly happens as the sync works as expected).
Not having access to the config/settings, and I honestly was hesitant at first as that is what I had with the prior company. But I have not looked back; it just works, so no need for me to see the configs anymore.
Bi-Directional sync between Salesforce, Autotask, and Intacct.