Zoho CRM
zoho.com
Run your entire business with Zoho's suite of online productivity tools and SaaS applications. Over 50 million users trust us worldwide.Try our Forever Free Plan!
DocuSign
docusign.com
Docusign eSignature is the world’s way for businesses and individuals to securely send and sign agreements from practically anywhere, at any time, from almost any device. The Docusign app is easy to use, includes unlimited free signing for all parties, and is trusted by millions of people worldwide. While eSignature has changed the way that many organizations execute a contract, the lifecycle before and after signature is often managed through manual processes, spreadsheets, and emails—slowing the pace of doing business, increasing risk, and frustrating customers and employees. Docusign CLM (Contract Lifecycle Management) allows organizations to streamline the agreement lifecycle by transforming analog manual processes into a digital automated workflow. The end result is an accelerated pace of doing business, increased compliance, and more efficient employees. Key Features: Central Repository, Advanced Search & Find, Version Control, Clause Library, Collaboration with internal and external parties, Redlining, Simple & Advanced Workflows, Tagging, Mobile Access, Multi Platform integrations (including tight integration with Salesforce).
FuseBase
nimbusweb.me
FuseBase (formerly Nimbus) is an AI-powered, all-in-one client collaboration tool designed to help professional services streamline workflow and deliver outstanding customer experiences with client portals. This platform empowers professional services with hundreds of advanced yet intuitive features for real-time collaboration, project and information management, and even content creation. Offer services under your brand and deliver exceptional, personalized customer experiences with white-labeled client portals that centralize communication, project progress tracking, and knowledge management. Use the innovative drag-and-drop document builder to craft interactive super-documents with any file formats and embeds from 2000+ supported integrations. Try Kanban boards, project tracking tools, real-time editing, and more features in FuseBase (formerly Nimbus) team workspaces for productive collaboration. Optimize daily operations with the advanced FuseBase (formerly Nimbus) AI assistant, automate tasks like content creation and translation, get insights to make data-driven decisions, and free time for scaling the business.
Adobe Acrobat Sign
adobe.com
Get documents and forms signed. Easily. Securely. Anywhere. One place for all your PDF and e-sign work. Acrobat's got it. Transform and speed up your workflows with Acrobat Sign — Microsoft's preferred e-signature solution and the only e-sign tool that also includes the power of Adobe Acrobat in one package.
Zoho Sign
zoho.com
Digitally sign business documents online with complete security and reliability using Zoho's e-signature software. Automate your transactions with simple e-sign document workflows. Zoho Sign readily integrates with Zoho apps, including Zoho CRM, Zoho People, Zoho Recruit, Zoho Forms, and other third party apps such as Office 365, G Suite, and Microsoft Teams.
DocHub
dochub.com
DocHub empowers anyone to streamline document editing, signing, distribution as well as forms completion. DocHub is also offering a highly popular integration with Google Workspace which allow users to import, export, modify, and sign documents directly from Google apps. Launched in 2014, DocHub has been trusted by more than 83.3 million users. Real-time cloud saving and secure workflows keep over 500 million documents up-to-date and secure within a single, easy-to-use solution. DocHub - the way the world manages documents. Editor Tools: * Insert Text * Draw (lossless, vector based) * Highlight * Comment * Erase * Sign * Insert Image * Stamp * Undo/Redo Page Management: * Merge documents * Reorder pages * Append pages * Rotate pages * Delete pages PDF Features: * Retina display optimized * Lossless editing (retains original document quality after signing or editing) * Fill forms Document Templates: * Upload a template once then... ...easily fill out a unique copy of it as many times as you need. ...send copies of it to multiple people for signing or filling. Document Sharing: * Email documents * Collaborate on a document with individuals or organizations * Choose to make your document 'public' or 'private' * Share 'public' documents on Facebook, Twitter or anywhere else Signing: * Easily sign and save any document * Create and import signatures from a phone * Send documents to others to be signed Security: * OAuth 2.0 authentication ensures only you can access your account * Data is transferred using state of the art 128 to 256 bit EV SSL Encryption * Saved documents are stored and backed up using Advanced Encryption Standard (AES) 256-bit symmetric keys Compatibility: * Works with all PDFs, Open Office and Microsoft Office Documents: (PDF, DOC, PPT, XLS, TXT, DOCX, PPTX and many more...) * Export documents as either PDF or DOC Open/Import Documents Directly From: * Your computer * Gmail™ * Google Drive™ * Dropbox * Any webpage URL
Softr Studio
softr.io
Softr.io lets you create client portals and internal tools for your business in minutes, without code. It works with Airtable and Google Sheets. Join more than 90,000 teams building portals for their clients or partners, employee intranets, project management tools, dashboards, CRMs, and many more.
Flowlu
flowlu.com
Run your entire company in one single place — manage projects and tasks, capture leads and track client interactions, record revenue and expenses, generate documents, share knowledge and effectively collaborate with your team. Flowlu is an all-in-one business operating platform that contains all essential tools for project, task, finance and customer management. Flowlu provides you with a profound overview of everything that is going on in your company. You can track every part of your business, from time spent by your team and their workload to overall costs, and customer invoices.
Zoho Docs
zoho.com
Online file management for teams and individuals. Bring your team to a secure and collaborative workspace where everything is available to everyone in real time. Create, collaborate, and get work done, securely.
SuiteDash
suitedash.com
More than just Client Portal Software, SuiteDash is a fully integrated cloud-based platform that will completely satisfy the software needs of most small to medium-sized businesses. Unfortunately, many business owners have become incredibly frustrated with software because they've spent far too much time & money trying to learn multiple systems, and then get those multiple systems to work together. SuiteDash solves this problem by combining the most commonly used business tools into one.
Signaturely
signaturely.com
Signaturely is a free electronic signature software to get documents signed online. Work smarter & faster by moving into the digital age with esignatures. Signing documents by hand, scanning them, and emailing them is a headache, wouldn’t you agree? Signaturely eliminates the headache and moves you into the digital age.
Copilot
copilot.com
Copilot’s product suite gives business an all-in-one solution for client communication, payments, file-sharing, contracts, forms, help desks, and more. Additionally, Copilot enables businesses to offer their clients a unified experience with a branded client portal. Today, hundreds of tech-enabled service businesses operating across technology, marketing, financial services, and other industries run on Copilot. Copilot was founded in 2020, raised a $10M Series A in 2022, and is headquartered in New York City.
Dropbox Sign
hellosign.com
Dropbox Sign (formerly HelloSign) is the intuitive way to sign and request signatures securely online. Add legally valid signatures to any agreement—from new-hire offer letters to loans to sales contracts to NDAs. An award-winning user interface, robust admin controls, document tracking, and enterprise-grade security that's more secure than pen and paper methods all come default out-of-the-box. Sign faster. Dropbox Sign helps businesses sign contracts 80% faster, on average, than traditional paper-based contracts that take on average 15 days to sign and return. Increase document completions. With features like tracking, automatic reminders, and mobile signing, Dropbox Sign has improved document completion rates by up to 96%. Send agreements fast. An award-winning, intuitive interface combined with features like templates and data validation means Dropbox is fast and easy for anyone to send agreements for signature. Work from the tools you love. Dropbox Sign integrates seamlessly with apps like Salesforce, Slack, Oracle, HubSpot CRM, Microsoft Word, so you can send documents for signature directly from your favorite tools. Automatically file and store agreements. Automatically save signed documents and find them anytime in your preferred cloud storage, whether that’s Google Drive, Dropbox, Evernote, Box, OneDrive, or SharePoint. Make every agreement court-admissible. Every Dropbox Sign agreement is affixed with a court-admissible audit trail, which protects all parties and reduces remediation costs and legal challenges. Keep everything secure. All of your documents are kept private using encryption both in transfer and at rest. Add deeper functionality. The Dropbox Sign API embeds robust eSignature functionality directly into your app, workflow, or website. Features like embedded signing, custom branding, and embedded templates create a truly seamless in-product signing experience. An exceptional developer experience and dedicated API support team means you get a secure, reliable, and feature-rich signature experience with an average implementation time that’s over 2x faster than the industry average.
SignEasy
signeasy.com
SignEasy is a cloud-based solution to electronically sign and fill documents or get documents signed from phone, tablet or computer. Signatures done with SignEasy are compliant with the ESIGN Act as well as the eIDAS and the European Directive (EC/1999/93).
Mail Butler
mailbutler.io
This is Mailbutler, the email plugin which makes your inbox smarter. Mailbutler gives you a multitude of useful, productivity-boosting features which you can access right in your inbox. It improves on the native features of your Apple Mail, Gmail or Outlook email client by offering smart functionality. It offers an artificial intelligence-powered email assistant that can write messages for you, Cloud Delivery so your scheduled email can be sent even if your computer is offline, advanced email tracking which doesn't require approval from your recipient, and a powerful Contacts feature which can help you improve your customer relationships, among many other smart, inbox-enhancing features. These include: • Smart Assistant: An AI-powered email assistant that writes, summarizes and improves messages, finds tasks and contacts, and responds for you. • Smart Send Later: Smart scheduling functionality to help you optimize your email delivery times. • Recipient Optimized Scheduling: Suggests the best time for you to send an email to maximize your chances of it being opened. • Email Tracking: Find out when, where, and how often your email or link was opened. For those using iCloud or IMAP email addresses, see exactly who has opened your email when you send a message to multiple recipients. Also send tracked emails from your mobile phone. • Snooze: Snooze less important emails temporarily and they’ll reappear at a time of your choosing. • Contacts: Get essential insights into your contacts to maintain peak customer communication. • Signatures: Beautiful and professional email signatures with extensive creative control. • Templates: Craft message templates to increase productivity and efficiency. •
Bonsai
hellobonsai.com
Bonsai is a one-stop platform for creative and digital agencies, consultancies and professional service providers. It is designed to provide businesses with a complete and real-time overview of their business. Simplify your business operations and consolidate your projects, clients and team into one integrated, easy-to-use platform. From contracts, proposals and project management to client billing, revenue tracking and resource management. Project Management Assign projects & tasks to your team, prioritize your week and see exactly how your projects progress. Set project budgets & avoid unexpected costs. Kanban view, integrated timer for easy billing, and collaboration with external partners for an efficient work. Team Time Tracking Get an instant report of your team's tracked hours with accurate timesheets & see who's over capacity at a glance. Monitor your business's utilization & get clarity on your team's efficiency & profitability. Plan your resources in advance to keep your projects on track and on budget. CRM Manage your clients and their projects in one place. Create unique client profiles with all your notes, contacts, rates and tags. Invite your clients to your branded Client Portal where they can access projects, documents and links you’ve shared with them.
Nitro
gonitro.com
Nitro is a global SaaS leader in PDF software, document management and electronic signatures. Nitro’s Productivity Platform includes powerful PDF tools, digital workflows, highly secure eSigning and identity verification capabilities. Its industry-leading business intelligence and analytics product measures ROI and quantifies sustainability efforts, all supported by a best-in-class customer success and change management support team. With more than 3 million licensed users and 13,000+ business customers across 157 countries, Nitro is proud to serve 68% of the Fortune 500.
Foxit eSign
foxit.com
Foxit is used by over 650 million users and has sold to over 425,000 customers, ranging from SMBs to global enterprises, located in more than 200 countries around the world. Foxit eSign is a legally-binding e-sign service to prepare and gather important signed documents. It provides a complete e-sign solution - upload your document, create your template, add recipients, and send. Foxit eSign automates workflow, providing a seamless process to allow the user to send, sign, track, and manage signature processes using a browser. After completion, you have a tamper-proof archived of a legally signed document. Whether from web or mobile, generating agreements and sending them out for e-sign is quick and easy. Just a few of the helpful features available with Foxit eSign software include: • Reusable templates to save time • Bulk signing and sending • Audit trails and Certificates of Completion • Attach photos, driver's license, etc. directly to documents • In-person signing • Generate in-email document links for easy access and signing • Online form/embedding code available to integrate eSignatures directly into websites • Use eSign Genie REST APIs to integrate with your website or application • Easily integrate with Google Drive, Dropbox, and more • Excel reporting • Email bounce notifications • Signing in 11 different languages
Moxo
moxo.com
Streamline external projects with customers, vendors, and partners. With Moxo, accelerate workflows from account acquisition, to onboarding, and servicing. Coordinate with customers, vendors, and partners to achieve joint deliverables, track milestones, exchange documents, gather approvals and more. Moxo powers project workspaces across a diverse set of industries including financial services, consulting, legal, accounting, healthcare, and more. Our customers include companies like Citibank, FIS, Balfour Homes, AMCK Models, Hibernia College, BNP Paribas, and more. Our team has a rich history of pioneering in the engagement space: Moxo's co-founder and CEO, Subrah Iyar, was the co-founder and CEO of Webex, and Moxo's co-founder and CTO, Stanley Huang, held senior engineering management positions at Cisco Systems and WebEx.
Accelo
accelo.com
Accelo is used and loved by professional service businesses around the world to manage their client work, profitably. The end-to-end cloud-based platform manages all aspects of client work delivery, from prospect to payment, including sales, projects, tickets, retainers, timesheets, resourcing and more, regardless of where you are. With an emphasis on time and money, the client work management platform gives you a holistic view of your most up-to-date business data and financial performance. Having client communications, activities and work centralized in a single platform, you always know where things are without having to ask for a status update. Accelo streamlines workflows and increases efficiency across the business and teams to enhance visibility and coordination, helping leaders to run the business and professionals to focus on the most important work. By harnessing powerful automation, managers are enabled to deliver projects on-time and within budget with ease. Accelo's up-to-date and secure analytics gives leaders the confidence to make smart decisions, ensuring the growth and prosperity of the business.
Encyro
encyro.com
Encyro lets you send secure files to any email address. Stop wasting time inviting clients, setting up shared folders, or configuring permissions. Receive secure messages and files from clients without asking them to login. Encyro is the only e-sign provider that lets you draw your signature on a phone while reviewing the document to sign on a computer (by scanning a QR code). Request electronic signatures with enhanced protection, including text-message based access codes, and login options. Showcase your branding on your custom upload page. Increase your visibility with clients by letting them use their free Encyro account to communicate securely with others. Keep customer data secure and comply with HIPAA, GLBA, FINRA, IRS, GDPR and other regulatory requirements for client data privacy. Use Encyro from your browser, or from Microsoft Outlook (with the free Encyro Outlook Addin).
OpenText
opentext.com
OpenText Corporation (also written opentext) is a Canadian company that develops and sells enterprise information management (EIM) software.OpenText, headquartered in Waterloo, Ontario, Canada, is Canada's largest software company as of 2014 and recognized as one of Canada's top 100 employers 2016 by Mediacorp Canada Inc.OpenText software applications manage content or unstructured data for large companies, government agencies, and professional service firms. OpenText aims its products at addressing information management requirements, including management of large volumes of content, compliance with regulatory requirements, and mobile and online experience management.OpenText employs over 14,000 people worldwide and is a publicly traded company, listed on the NASDAQ (OTEX) and the Toronto Stock Exchange (OTEX).
signNow
signnow.com
Electronic signature that scales with your workflow. Create and scale eSignature workflows with signNow, part of the airSlate Business Cloud. Sign and send documents for signing, generate agreements, negotiate contracts, accept payments, and automate business processes.
SuperOkay
superokay.com
SuperOkay gives you a unified easy-to-use interface to share all your links and documents with your clients and partners.
WiseStamp
wisestamp.com
Make beautiful customized email signatures with our award-winning signature generator. Easily create and edit your email signature - it's FREE
Formstack
formstack.com
Formstack Forms is a cloud-based solution that helps businesses automate processes of creating digital forms and collecting data for surveys, leads, registrations, and more. Key features include data routing, file uploads, data encryption, payment collection, and form analytics. Designed for businesses of all sizes, Formstack Forms allows users to collaborate with teams to approve, deny, and comment on data submitted through forms. With a drag-and-drop form builder, Formstack Forms empowers users across organizations to build branded forms, surveys, and workflows without needing to know code. For more technical users, Formstack Forms offers an open API that allows users and 3rd-party applications to access Formstack resources programmatically. Formstack allows integration with various third-party applications such as Mailchimp, Salesforce, PayPal, Amazon S3, PowerAutomate, and more. Formstack is available on a monthly subscription, and support is extended via documentation and other online measures.
Redtail
redtailtechnology.com
Redtail is the leader in Web-Based Client Relationship Management solutions for the Financial Advisor. Redtail is bringing next-generation technology to the Financial Advisor to help them better manage their client base so that they can have MORE TIME, earn MORE MONEY and have MORE FUN!
IBM
ibm.com
IBM Cognos Analytics acts as your trusted co-pilot for business with the aim of making you smarter, faster, and more confident in your data-driven decisions. IBM Cognos Analytics gives every user — whether data scientist, business analyst or non-IT specialist — more power to perform relevant analysis in a way that ties back to organizational objectives. It shortens each user’s journey from simple to sophisticated analytics, allowing them to harness data to explore the unknown, identify new relationships, get a deeper understanding of outcomes and challenge the status quo. Visualize, analyze and share actionable insights about your data with anyone in your organization with IBM Cognos Analytics.
Planhat
planhat.com
Planhat is a customer platform built to give insights, manage workflow and drive customer experience. Planhat is helping hundreds of modern technology companies worldwide center their business around their customers in order to maximize customer success and customer lifetime value. Built for everyone from the CSM to the C-Suite, the platform allows you to unify your customer data, to set goals and ideal outcomes, and to enhance the customer journey with features like playbooks, automation and collaboration. The company was founded in Stockholm, Sweden in 2014 and has a team of 100+ people across Europe, North America, South America, and APAC. Read more at www.planhat.com.
Dock
dock.us
Dock is the revenue enablement platform that customers love. What you get with Dock: Buyer & Customer Workspaces Sales Content Library Order Forms w/ e-Signature Security Profiles w/ NDA Dock makes it easy to set up digital sales rooms, onboarding plans, client portals and project hubs. Learn more at dock.us
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