Ascendr
ascendr.co.uk
Ascendr is an online customer onboarding tool designed to help ISVs effectively manage and onboard their customers. It's the perfect tool for customer success managers, project managers, implementation consultants, and systems analysts who need a way to break down complex projects into clearly defined deliverables. With Ascendr, you'll have access to a beautiful customer portal where you can share information and activity in real time with your customers.
Motion.io
motion.io
Motion.io makes client work scalable. By seamlessly integrating automated workflows, file sharing, e-signatures, and client communication into white-labeled portals your team can manage in a centralized dashboard, Motion.io provide a single home for client projects. - White-labeled portals: Fully customize portals to your business’s brand for a seamless experience. Send emails directly from your business address and set up a custom domain for portals. - Embeddable tools: Connect 1000s of external software tools directly to Motion.io so customers can schedule appointments, make payments, and more without leaving their portals. - Loginless access: Simple and secure, clients access their portals by clicking a magic link sent to their email – no account or login required. - Client tasks: Motion.io’s client tasks replace back-and-forth emails and automatically notify customers of whatever you need them to do. - Project progress tracker: Like a pizza tracker, but for client projects. Clients can monitor milestones to understand the status of their project and what is required of them to move to the next stage. - Built-in automations + Zapier integration: Use built-in automations to eliminate manual tasks and streamline client and team collaboration in your Motion.io projects. Create Zapier workflows to connect Motion.io directly to other tools your business uses. - Easy project management: Manage both internal and client-facing tasks in one place. - Project templates: Use project templates to quickly set up new projects without starting from scratch. - Projects dashboard: This dashboard provides your team with a quick way to access the status, activity, and other important information about each project you manage in one centralized view.
BigSteps
bigsteps.io
The customer onboarding and implementation software your team need to deliver projects on time, accelerate TTV, and increase customer stickiness
Stagebase
stagebase.com
Stagebase is a simple-to-use yet robust tool for client success, implementation, and customer onboarding teams. Our platform improves onboarding times and ensures a great experience for customers while holding both customers and employees accountable. Through improved processes, better customer engagement, and memorable experiences, you’ll maintain better customer relationships, increase retention, and scale your business.
Along
alongspace.com
Along is a collaborative workspace for complex B2B sales. Like a virtual desk between sellers and buyers, the tool connects all stakeholders in a single interface. A shared task list (Mutual Action Plan) is used as a central guideline for all content as well as participants or other information of the deal. Using tracking and analytics, sales reps get completely new insights into the buyer behaviour and can better understand at which point they have to optimize or why prospects are churning. On top of that, the tool allows c-level managers to generate deeper knowledge about the performance of their own reps and use this information to build repeatable and scalable processes.
Vsimple
vsimple.com
We're uncomplicating the way work gets done. Professionals can lose up to 50% of a workday searching or waiting for information. Move your process from email, spreadsheets and shared drives to Vsimple and work with greater speed, accuracy and insights. Our hands-on approach to customer success and first-of-its-kind software platform are transforming the way companies work. The Vsimple team sits alongside its customers to understand processes and standard operating procedures, then customizes its platform to bring these workflows together with communication, collaboration, document management and creation, order management, customer experience and data analytics in one place. It's ready in days, easy to use and highly economical. Learn more about how Vsimple can deliver healthier processes, happier people and heftier profits at www.vsimple.com
PandaFlow
pandaflow.io
Pandaflow.io is an intelligent automation platform that enables business users and developers to integrate the apps and automate workflows across any number of SaaS applications so that they can scale their productivity and growth. The product allows business users to connect & automate SaaS apps with built-in connectors and create automated workflows using drag and drop editor. For advanced workflows, Pandaflow also allows developers to write code in popular languages like JS.
onerio.io
oneri.io
oneri.io is an innovative platform designed to streamline continuous improvement and lean transformation initiatives. By centralizing these processes, oneri.io empowers employees to collaborate efficiently, track progress, and measure results—all in one place. With seamless access through both mobile and web platforms, employees can contribute to improvement activities anytime, anywhere. From brainstorming to execution and reporting, oneri.io supports every step of the journey, ensuring data-driven insights and fostering a culture of transformation. Experience the future of lean management with oneri.io—your all-in-one solution for driving operational excellence.
GoodFlow
goodflow.io
GoodFlow helps you to manage workload efficiently, identify bottlenecks and resolve them quickly by lean process management. GoodFlow is a workflow software that requires no learning, no coding and you can enforce compliance and manage multiple processes across all the departments with ease. With customizable process workflow templates, in a matter of minutes, you can start running proper workflows in your team. We make it easy for you to gather data, create knowledge based process flow, view progress of the workflow instances. A great company is built not only on happy clients but also on happy co-workers. This is how you will be benefited - - Onboarding processes - Process documentation - Implementing compliances - Streamlined operations - Data-driven work overview - Usability and Flexibility - Increased responsibility and transparency Who benefits from GoodFlow? Everyone in your team will have the proper insight and guidance they needed on all the processes they are associated with. How GoodFlow is better? - No coding required - Clear Stage and task view - Process documentation with Rich text, attachments, links and embed contents. - Advanced filtered reporting - Fully dynamic customizable email notifications. - Webhooks View more at https://goodflow.io
Getint
getint.io
Getint is a cutting-edge integration platform designed to revolutionize how businesses manage their workflow across various project management and collaboration tools. At its core, Getint aims to bridge the gaps between industry-leading software like Jira, ServiceNow, Azure DevOps, Asana, Trello, GitHub, GitLab, Wrike, Zendesk, and many more, facilitating seamless data synchronization and integration. Why Choose Getint? Comprehensive Integration Capabilities: With Getint, businesses can effortlessly sync issues, tasks, incidents, and more across different environments, ensuring data consistency and real-time updates across teams. Customizable Workflows: Adapt Getint to fit your unique processes with customizable field mapping, allowing for tailored integration that meets specific project or organizational needs. Bidirectional Synchronization: Changes made in one platform are automatically reflected in the other, enhancing collaboration and efficiency without the risk of data silos or outdated information. Secure and Reliable: Prioritizing data security, Getint ensures that your information is protected with industry-standard encryption both in transit and at rest, supported by a robust and reliable infrastructure for high performance and availability. User-Friendly Experience: Designed with a focus on ease of use, Getint provides a straightforward setup process, intuitive user interface, and detailed documentation, making it accessible for both technical and non-technical users. Flexible Licensing and Pricing: Getint offers a variety of licensing options to suit different business sizes and needs, from direct integration between two tools to comprehensive network licenses for complex ecosystems. Ideal For: Software development teams looking to synchronize their project management tools with ITSM platforms. Project managers and IT professionals seeking greater visibility and coordination between operational and development workflows. Organizations aiming to enhance cross-functional collaboration while minimizing manual data entry and errors. Getint is more than just an integration tool; it's a solution that empowers businesses to create a cohesive and agile work environment. By streamlining the flow of information between different software platforms, Getint enables teams to focus on what they do best: delivering exceptional results and driving innovation. Discover how Getint can transform your integration strategy by simplifying complex workflows and fostering a culture of collaboration and efficiency.
Elementum
elementum.ai
Elementum's patented AI-driven workflows make it the first process automation platform capable of automating any business process within 30-days: - Access data directly within your data warehouse without any integrations/APIs/connectors - Choose any public or private AI/ML model or LLM - Select from 100s of prebuilt automation templates, or build your own Elementum is 100% no-code, so Data/IT teams govern, and Business teams self-service. Apply intelligent automation across the organization on one platform to eliminate repetitive, time-consuming, error prone work. Elementum's patented AI-driven workflows mean Elementum is the only automation platform that can initiate workflows (ie automation) from directly within your data warehouse (e.g. Snowflake, Azure, GCP, etc.) without ever copying or moving data back and forth. This means more performant, more secure, and more cost effective automation. Automate any business process within 30-days. Popular areas for automation include: - Finance: AP/AR, three-way match, audit management - Procurement: Contract exceptions/renewals, software license management, vendor onboarding - Supply Chain: Lead time optimization, vendor management, inventory exceptions - HR: New employee onboarding, applicant scorecarding, employee surveys - Sales: Team member requests, opportunities at risk, commission management Elementum's AI-driven workflows enable Data/IT teams to offer true Automation as a Service. User access and data security are fully governed. At the same time, Business users never wait for data, never wait for technical support, never wait for insights. Business analysts are fully empowered to build and update their own automations to support their business processes. Elementum serves F500 customers in Healthcare, Life Sciences, Financial Services, Technology, Technology, Industrial, CPG, and Retail. Increase productivity, increase margins, increase customer satisfaction, quickly, with AI-driven process automation. Start with a free POC or 30-day pilot to see just how fast and easy it is.
Kindo
kindo.ai
Introducing Kindo, the way to safely adopt and manage AI across your entire workforce. Pay only once for AI access from anywhere, in one interface. Supporting commercial, open source, and private AI models as well as 200+ SaaS integrations, Kindo elevates workforce productivity while keeping everything centralized, secure, and compliant.
CheckFlow
checkflow.io
CheckFlow allows you to easily create and manage your teams processes. Build your process using our drag and drop template designer. Add tasks, display content and capture input using our wide range of controls. Customize the behaviour of your process using features such as dynamic due dates, halt tasks, conditional logic, dynamic values and parameters. Run instances of your process and easily manage them using our real-time dashboard. Automate and integrate with over 2,000 other apps. Get started with our 14-day Free Trial.
Visto
vistoapp.com
Executions processes are an important part of their management. When they are carried out ensure optimization from the minimum utilization of resources. Visto makes every process in a step-by-step for verification, facilitating the execution of each step, and avoiding noise in understanding the steps. Unsure quality directing tasks, create and run workflows intuitively and without specific technical knowledge.
Tallyfy
tallyfy.com
Tallyfy eliminates chaos from your business processes. It's beautiful workflow software that turns your daily tasks and approvals into automated, repeatable processes – freeing up your time. Customers use Tallyfy to track any repeatable process. We can also help you run client-facing workflows - where your client needs to track a process (for a conflict-free experience) and also complete actions at their end with automated reminders to all.
Pneumatic
pneumatic.app
A successful business is at the core a collection of repeatable processes that produce predictable results. Pneumatic helps you build, refine and improve such processes. ✅ Build assembly lines for your team. ✅ Run workflows — Pneumatic takes care of the rest. ✅ Increase productivity through integrations.
CogniSaaS
cognisaas.com
CogniSaaS is a customer-centric onboarding and implementation platform that helps enterprise SaaS businesses achieve faster time to value. It minimizes the usage of silos of tools; improves collaboration with customers and internal stakeholders; tracks and prioritizes hundreds of projects for value delivery through data visualization, visibility, and accountability.
Flowtrics
flowtrics.com
Flowtrics improves workflow through process management and automation. Flowtrics provides a workflow automation platform and WYSIWYG Form Toolbox that automates and streamlines web forms, pdf forms, tasks, contracts, and documents; and then integrates data smoothly into any organization infrastructure. Recognized for best Automation with: HR Workflow - Education Workflow - Health Care Workflow - Contract Workflow - Client Onboarding Workflow
Zenphi
zenphi.com
Zenphi is a no-code process automation platform built specifically for Google Workspace, empowering any user to easily automate and optimize their workflows. Minimizing time spent in custom code development and maintenance, zenphi enables optimum use of your team’s time to focus on achieving more across higher value tasks. Plus, being built on Google, for Google, and including over 80 thoughtfully developed integrations with Google and popular SaaS services, zenphi makes it easy to connect, streamline and enhance any process with automation and Intelligent Document Processing, with no code required. As an ISO 27001 certified and HIPAA compliant platform, zenphi provides the tools to transform productivity by turning hours of manual processes into set-and-forget workflows, zenphi unlocks greater opportunity for all areas of a business: Automate all Google Workspace administrative tasks in a matter of hours without needing to write code Relieve all team members of repetitive, mundane tasks and the risk of human error Reduce the time and cost to automate any process for any team Reduce reliance on the IT team for simple tasks, maintenance and updates Enable maximum time focused on high value tasks and projects that require a human touch Boost employee satisfaction, engagement and productivity. Limited by only your imagination, zenphi can be used to automate any business process for any department, including: Leave requests Expense approvals Employee on- and offboarding Document approval & digital signing Quote to invoice generation & approvals Automated system monitoring & alerts Automated data extraction & routing with IDP All Google Workspace Admin tasks Anything else! Make zenphi your team’s competitive advantage. It’s easy, and free, to get started.
Cotalker
cotalker.com
We unleash the potential of companies, their assets and people, with the fluidity, efficiency and intelligence provided by our SaaS platform & suite of digital products for workflow management. Interconnectable flows, automatable and adaptable to the processes and evolution of the business, in products that range from the total coverage of digital solutions for work flows in the field, to the back office, integrating a panoramic control, because, we understood that those who do not see the full picture will only make incomplete decisions. We create markets with purpose. We envision being the digital front of all operations
Kuverto
kuverto.com
Generative AI automation platform. The platform provides users to design and implement LLM workflows, streamlining processes and the potential of AI. It offers multiple pre built AI workflows and the ability to create custom workflows using a drag and drop interface. The platform integrates with LLM providers such as OpenAI, Google, and Anthropic, email marketing, CRM, and more.
Custify
custify.com
Custify is a customer success platform designed for your B2B SaaS business. It helps you better meet customers' needs, reduce churn and increase lifetime value. You can see in-product usage insights as well as data from CRM, support, billing, and other systems in one place. Relevant customer success KPIs and client interactions are displayed in an easy-to-understand dashboard. Custify also identifies clients that get stuck during onboarding, those whose trial is about to expire, and those whose usage has decreased. This lets customer success managers reach out proactively and efficiently. It has a sophisticated automation engine built in for low-touch workflows, as well.
next4biz
next4biz.com
next4biz is a cloud based digital marketing, customer service and business process management solution, that helps enterprises through your digital transformations. next4biz's products are at the forefront of exciting new developments in the market. next4biz's mission to change the way companies manage your customer relations and processes is, where the most significant areas of growth are in the industry. next4biz was founded in 2006. Since then we have been developing software products for the “Customer-Focused Digital Transformation” of companies and institutions. next4biz's products have been used successfully in BPM (business process management), CSM (customer service management) and CRM (marketing and sales management) fields for years. We have more than 200,000 users operating in almost all sectors including finance, insurance, e-commerce, telecom and energy.
Userlane
userlane.com
Userlane is an award-winning Digital Adoption Platform that identifies and eliminates adoption barriers across software. Discover which software applications are in use, understand usage patterns and areas of digital friction, and improve employee productivity and experience. Realize the full value of software investments with Userlane.
anyRM
anyrm.de
Making Digital Transformation for Pharma and Life Sciences Companies Easy. In today's fast-paced and competitive landscape, pharmaceutical and life sciences companies must adapt to the digital age to stay ahead. At anyRM, they understand the unique challenges faced by these industries and have developed tailored digital solutions to streamline processes, enhance collaboration, and ensure compliance with the strict regulatory requirements. By leveraging their expertise in GxP, support with ISO certification, data security, and protection, they empower your organization to navigate the complex digital transformation journey with ease and confidence. --- Their Products and services: NEW - SOP-Generator - A software tool to make your creation and management of SOPs more efficient. anyRM Labs - A tool box as an integrated service for information management and storage with focus on laboratory environments. anyRM Clinic - Their tool box to create a powerful platform solution for CROs with the focus on volunteer management functionalities. anyRM X - Create your unique platform environment based on their XRM technology. They discuss with you ideas and concepts to create the perfect, tailor made solution for your challenging requirements. --- Their clients are well-known nationally and internationally operating organizations from different industries. Their company comes with experts with many years of experience in software & product development as well as process optimization and communication consulting. Their collaboration with specialized partners allows us to offer optimal solutions even for extraordinary customer needs.
systemHUB
systemhub.com
Create time, reduce errors, and scale your profits with proven business systems. #SYSTEMology is a breakthrough approach that turns your owner dependant, zero systems business into one that runs with the precision of a Swiss watch. It is quite literally the system for systemizing your business.
VidGuide
vidguide.com
Capture, share, and track your processes with VidGuide - a truly simple, video-first solution designed to document standard operating procedures. With its video-first methodology, easy-to-use platform, and modern technology - VidGuide will help streamline process creation and increase employee adoption.
Uberblick
uberblick.io
Überblick is an easy to use and well structured communication solution to keep remote teams informed and to coordinate tasks efficiently. With Überblick you can simply send information directly to your employees. You can select different groups or departments and also request their confirmation. Moreover, you can also store important information and data on the app so that it is accessible either to everyone or selected groups. Überblick can be used via web browser on a computer or mobile app via Android and iOS. There is no need to have an existing email address or a telephone number to use this communication solution for your team members!
UTrakk
utrakk.proactioninternational.com
UTrakk helps managers boost their impact in delivering their roles, focusing on improving competitive performance and employee experience. UTrakk DMeS digitalizes Proaction International's 20 years of expertise in continuous improvement and introduces a groundbreaking technology, bringing organizations' management effectiveness to the next level.
beSlick
beslick.com
beSlick transforms your business, fixing a problem that costs the UK alone £70 billion a year in lost revenue. beSlick's simple, flexible platform provides easy to use task management, powered by your business processes. It encourages employee engagement and feedback, so your business continuously improves to the benefit of both management and employees. Elegantly simple delivery of your difficult process. - Consistent delivery - Operational insight - Continuously improve Don’t have time to implement software yourself? They offer a handholding service to help you get all your key processes captured, embedded and everyone following them. They will: - Identify the main blockers to scaling your business - Pinpoint the key processes that are really holding your business back - Capture and centralise those process from existing documentation or people’s heads - Ensure people want to use them by adding easy to follow instructions and documents - Train your staff how to use beSlick so they see the benefit for themselves - Review and improve the processes on a monthly basis
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