Canopy
canopytax.com
Canopy is a cloud-based software for accounting firms that simplifies client management, tax workflows, document handling, and billing in one platform.
Storydoc
storydoc.com
Storydoc is an AI-powered app for creating interactive presentations, proposals, and reports, integrating with sales tools for personalized content and analytics.
Dasseti
dasseti.com
Dasseti is a software platform for institutional investors, facilitating data collection, analysis, and reporting throughout the investment lifecycle, including ESG data management.
Lumin
luminpdf.com
Lumin is a cloud-based PDF editing and document workflow tool that allows users to edit, annotate, sign, and collaborate on PDF documents from any device.
ClientPoint
clientpoint.net
ClientPoint is a platform for managing business relationships, facilitating scheduling, communication, and document sharing for clients and prospects.
Vidyard
vidyard.com
Vidyard is a video platform that helps businesses create, share, and analyze personalized videos for sales and marketing purposes.
Allego
allego.com
Allego is a sales training platform that enhances collaboration and productivity through video lessons, coaching, and task automation for remote teams.
Highspot
highspot.com
Highspot is a sales enablement platform that organizes content, provides training tools, and offers analytics to enhance customer engagement and sales performance.
Mintlify
mintlify.com
Mintlify is an AI tool that automatically generates accurate code documentation and descriptions in docstring format within popular code editors.
EZLynx
ezlynx.com
EZLynx is an insurance agency management system that integrates quoting, policy management, and client engagement tools to streamline operations for agents.
RELAYTO
relayto.com
RELAYTO transforms static PDFs and presentations into interactive content hubs, enhancing viewer engagement with no coding required.
Oneflow
oneflow.com
Oneflow automates the entire contract process, enabling creation, collaboration, signing, and management of contracts in a single platform.
Prezentor
prezentor.com
Prezentor is a sales-enablement app that enhances presentations, enables customer dialogue, tracks engagement, and manages sales content for improved sales performance.
DealHub.io
dealhub.io
DealHub.io is a platform that streamlines the sales process through CPQ, contract management, billing, and subscription management, integrating with popular CRM systems.
Klue
klue.com
Klue is a platform for product marketers to collect, organize, and share competitive intelligence across departments, offering insights to inform strategies.
Quoter
quoter.com
Quoter is a quoting software for IT service providers that streamlines quote creation, management, and tracking while integrating with other business tools.
Flowcase
flowcase.com
Flowcase helps professional services firms create and manage resumes and case studies to improve their bid success rate efficiently.
BlueSnap
bluesnap.com
BlueSnap automates finance, sales, and HR tasks by integrating existing accounting and CRM systems, improving communication and workflow efficiency.
Apparound
apparound.com
Apparound is a sales tool that digitizes and manages the sales process, allowing for content sharing, quote creation, electronic signatures, and integration with CRM systems.
Legito
legito.com
Legito is a no-code platform for automating document management, contract tracking, and workflow processes across various business teams.
GeoQuotes
geoquotes.com
GeoQuotes is a quoting and invoicing tool that allows users to create, track, and manage quotes while integrating with project management and accounting applications.
Momenteo
momenteo.com
Momenteo helps users track work, expenses, and travel in a calendar, while automating accounting generation.
Zendo
getzendo.io
Zendo is an all-in-one app for managing sales services, automating workflows, generating invoices, and facilitating client communications in a chat-based interface.
SuiteFiles
suitefiles.com
SuiteFiles is a document management platform that integrates collaboration, signing, and storage for professional services firms, enhancing efficiency and workflow.
Pocketlaw
pocketlaw.com
Pocketlaw is a platform for creating, managing, and organizing legal documents, providing tools for contract automation and access to legal advice.
Ignition
ignitionapp.com
Ignition is a platform that automates proposals, billing, and payments for professional services, helping businesses get paid faster and streamline operations.
Docmosis
docmosis.com
Docmosis automates document generation from templates in Word or LibreOffice, integrating data to create letters, reports, and contracts in various formats.
iQuoteXpress
iquotexpress.com
iQuoteXpress is a web-based app that automates sales quoting by allowing users to create, manage, and track proposals with accurate product information.
FastSpring
fastspring.com
FastSpring IQ provides customized, interactive pricing quotes on a private page to enhance the buying experience for prospects.
Proposify
proposify.com
Proposify is a cloud-based software for creating, managing, and tracking sales proposals with features like templates, e-signatures, and CRM integration.
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