ClientPoint
clientpoint.net
Their enterprise platform helps you easily manage business relationship workspaces for each of your prospects, customers and partners, where you can schedule, meet and share materials all in one place. Nurture leads more effectively, propose & close deals faster, and onboard & serve clients better. From Marketing (prospect engagement & content curation), to Sales (proposal management and e-signature), to Client Care (customer onboarding & relationship management), to Expansion (upgrades & renewal), ClientPoint helps you build stronger, more valuable business relationships. Integrations: Salesforce, Netsuite, Microsoft Dynamics, DocuSign, RightSignature, Sertify
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.
vcita
vcita.com
vcita is enabling you to focus on growing your business, stay organized and deliver exceptional client experiences with an intuitive management platform. Automate time-consuming admin tasks like payment collection & billing, scheduling, client reminders & management - track your interactions with customers by keeping notes and viewing clients payment history from a friendly dashboard.
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.
Jetpack Workflow
jetpackworkflow.com
Jetpack Workflow is a workflow management tool that helps firms standardize, track and automate their processes allowing them to complete more work and prevent tasks from falling through the cracks. Serving over 16K customers globally, we help firm owners meet deadlines, track team progress, and grow their practice without worry. Jetpack Workflow also offers native integration with QBO and the G-Suite, as well as our integration with Zapier, we keep you connected to all the important areas of your business and clients. Our template library has over 70 ready-to-use templates that will get you organized, fast. With world-class support available via chat, phone, or email, our workflow specialists ensure you get the most out of our software so you can focus on growing your business.
Onehub
onehub.com
Onehub is the secure file storage and sharing service built for businesses of any size. Bank-level encryption of your data as well as our granular, role-based permission structure means you can control who has access to your content and share critical business files with confidence. Onehub offers a suite of robust business tools such as virtual data rooms, client portals, Google Docs integration, automatic watermarking, branded workspaces, and custom agreements to enhance and expand your file sharing. Customize your Onehub Workspace to give content sharing a more professional, polished look and create your own Client Portal. Onehub’s virtual data rooms give your most important deals the security and privacy you require.
DealHub.io
dealhub.io
DealHub delivers a complete quote-to-revenue solution designed to drive sales processes forward faster. As the only low-code commerce engine that balances customizability with business agility, DealHub empowers mid-market and enterprise leaders to streamline their teams and processes, execute deals faster, and create predictable pipelines more effectively. With CPQ, CLM, Billing, and Subscription Management solutions powered by an intuitive Sales Playbook, teams can issue proposals, close deals, manage contracts, and automate their subscriptions and billing from one unified location. DealHub also centralizes buyer/seller communications and delivers everything needed to close deals in a digital DealRoom. Integrating with leading CRMs, like Salesforce, HubSpot, Microsoft Dynamics 365, SugarCRM, Freshworks, and trusted by revenue experts such as WalkMe, Gong, Drift, Hopin, SpotOn, Sendoso, and Braze, DealHub ensures faster time to value with one fluid revenue motion.
MYOB Australia
myob.com
Whether you're just starting out, or running an established enterprise, you can manage your entire business with MYOB. One business management platform, with all your key workflows – from finance and supply chain to employee and project management – MYOB saves you time and money. Wherever your business is headed, MYOB adapts to meet your changing needs. Whilst providing the visibility and confidence you need to make better, more informed decisions. Unleash your business’s potential, with MYOB.
Proposify
proposify.com
Proposify is the online proposal software that gives you control and visibility into the most important stage of your sales process. The close. From deal design to sign-off, get the confidence and flexibility to dominate deals. Create impressive sales documents that stay consistent and error-free. Receive the insights to scale your process, make timely engagements, and accurately forecast. Deliver a seamless sign-off experience for your customers and prospects. Features include a flexible and user-friendly design editor, electronic signatures, CRM integrations, data-driven insights, interactive pricing, content management, approvals, and so much more. If you're ready to give your sales team the competitive edge, visit our website or book a demo at https://www.proposify.com.
Recapped
recapped.io
Recapped enables teams to collaborate directly with their clients through the last mile of sales, including pilot management and onboarding. Upload relevant content for clients to engage, assign next steps for clients with due dates (and automatic reminders), and ensure everyone finally stays on the same page.
Suralink
suralink.com
Suralink is the leader in PBC request list management, helping accounting firms simplify the audit documentation process while improving the client experience. Our cloud-based application integrates a dynamic PBC request list and assignment workflow with a secure file hosting platform to give clients access to an easy-to-use, all-in-one portal. Our technology and industry expertise help more than 400 of the leading firms in North America and the UK ensure a simpler, more secure audit process.
Concord
concordnow.com
Concord is the only tool you need for all your contracts. Spend less time juggling between applications, editors, and e-signature tools and save money. Over 500,000+ companies trust Concord with their contracts. With Concord, you can: * Draft, negotiate, sign, and manage every contract across your organization — all in one place * Work the way you want — on Concord, Word, or Google Docs -Collaborate with everyone — your teams, customers, and vendors * Get started in minutes, not months Key features that Concord offers: * Conditional approval workflows so that every contract is reviewed by the right person (and only that person) * Private comments and versioning for more effective contract negotiations * Clause library for all pre-approved clauses, to add to contracts as-needed * Templates to streamline the contract drafting process * Unlimited, free e-signatures * Unlimited contracts
Cloudup
cloudup.com
Share streams of anything – video, photos, music, links and files – instantly and easily with Cloudup.
SignFree
signfree.io
SignFree is your go-to e-signature solution, designed for quick and secure document signing. With SignFree, you can sign unlimited documents in under 30 seconds, all for free. Say goodbye to paper waste and embrace a faster, greener way to manage your agreements. Join us in simplifying signatures and contributing to a more sustainable future. Sign up today and experience SignFree's effortless e-signatures.
Xara Cloud
xara.com
Xara Cloud is a template-based creation and editing tool where anyone — even with no design experience — can produce professional-quality marketing materials for their business. A drag-and-drop editor allows for an agile creation of social media posts, e-books, display banner ads, slide presentations, and more. Xara automatically imports your colors, logos, font styles so you can focus on your message while knowing the branding and design elements are sorted.
AlphaSense
alpha-sense.com
AlphaSense is how the world’s most sophisticated companies remove uncertainty from their decision-making. With market intelligence and search built on proven AI, AlphaSense quickly delivers relevant insights from a trustworthy universe of public and private content—including equity research, company filings, event transcripts, expert calls, news, trade journals, and clients’ own research content. Headquartered in New York City, AlphaSense employs over 1,000 people across offices in the U.S., U.K., Finland, India, and Singapore.
Terminus
terminusplatform.com
The old way of doing things isn’t working anymore. And, you can’t afford to fall behind. B2B strategies have evolved and the rules to the game have changed. You need the platform, the experts and the tactical playbooks to get you where your business needs to be, especially with the increased pressure to be more efficient with every dollar. Terminus is a platform built for your success. It helps your team meet accounts throughout their entire lifecycle, you need a platform rooted in first-party data that surrounds buyers with engaging digital experiences from account acquisition to expansion and renewal. Our engine is built to drive ROI, minimize fraud, prioritize brand safety, and turn intent into relevant, actionable insight for GTM teams.
Egnyte
egnyte.com
Egnyte is the secure multi-cloud platform for content security and governance that enables organizations to better protect and collaborate on their most valuable content. Established in 2008, Egnyte has democratized cloud content security for more than 17,000 organizations, helping customers improve data security, maintain compliance, prevent and detect ransomware threats, and boost employee productivity on any app, any cloud, anywhere. Egnyte’s simple, turnkey solution is easy for IT leaders to manage and control a full spectrum of content risks – from accidental data deletion, to data exfiltration, to regulatory compliance, to proper lifecycle management, privacy and much more – all while giving business users the tools they need to work faster and smarter, from any cloud, any device, anywhere.
CleverPDF
cleverpdf.com
CleverPDF offers more than 30 PDF tools online for free. Users can convert PDF to Office, iWork, images, Ebooks or create PDF from those formats. Besides PDF conversion, there are dozens of PDF utility tools such as compress, combine, split, encrypt, add watermark or page numbers to PDF and more. It can help you with your daily PDF tasks. The web-based app is completely free, perpetual license for Offline versions (Mac and Windows) are also available.
Smint.io
smint.io
Your Brand Portal, Media Center, Press Portal, Content Buying Portal for Aprimo, Box, Bynder, CELUM, Cloudinary, Google Drive, Picturepark, SharePoint / OneDrive, Tenovos, Thron, DAM / Digital Asset Management, and multiple sources. Businesses thrive, when their content is alive. Activate your content now!
Scrive
scrive.com
Scrive automates agreement-based business processes with electronic signature and identity verification solutions. Founded in 2010 in Stockholm, Scrive quickly became the e-sign market leader in the Nordics and continues to expand into Europe. Ease of use and robust security measures are key reasons why organisations of all sizes, including enterprises in highly-regulated industries, rely on Scrive solutions to drive internal efficiency, compliance and customer satisfaction. eSign, Scrive’s agreement signing platform, is available out of the box with pricing plans and feature packages to suit any business, or as an API integration. Key benefits include: - Sign on any device - Eliminate costly manual tasks - Shorten lead times - Authenticate signers with eID - Built for security and compliance - Track and monitor the status of your agreements - Detailed audit log/legal evidence - Document integrity secured by blockchain
Laserfiche
laserfiche.com
Laserfiche is the leading SaaS provider of enterprise content management (ECM) and business process automation. Through powerful workflows, electronic forms, document management and analytics, Laserfiche accelerates how business gets done. Laserfiche pioneered the paperless office with enterprise content management more than 30 years ago. Today, Laserfiche is innovating with cloud, machine learning and AI to enable organizations in more than 80 countries to transform into digital businesses.
Scan123
scan123.com
Scan123 allows you to spend less time dealing with paperwork and more time doing what your business does best. Scan123 is a document management solution that helps you digitize your paper files, secure your documents in the cloud, quickly find what you're looking for, and instantly share with those that need access. No more misplaced files. Now you can easily stay in compliance and end the struggle to find important documents.
Skribble
skribble.com
With Skribble, you can legally sign any document electronically. Different documents, different legal requirements – at Skribble, you get access to all available e-signature standards from a single source, and you are prepared for every situation.
MangoApps
mangoapps.com
Engage, excite, and connect your entire company! MangoApps is a unified employee experience platform combining intranet, training, teamwork, and content management into a dashboard and workspace. Our user-friendly, infinitely customizable approach fits into how your company already does business, creating a single digital hub that bridges the gap between your desk and frontline workers. Employees can find all the company information they need, alongside their communication and collaboration tools, in a customizable widget-based dashboard that serves as a single source of truth. Our product works for teams of all sizes across various industries and has all the security features needed to deploy at an enterprise scale. MangoApps' interface is based on modern social media, with threads, comments, emoji reactions, and team and project groups. As such, our customers’ employees find it immediately intuitive and user-friendly. Furthermore, housing all these tools and integrations with most other enterprise and corporate tools saves time and frustration. White-labeled with your company’s branding, your team might not even realize that MangoApps is an external tool—it feels like a natural part of their day and workflow. Too many organizations today rely on outdated intranet and communication tools, losing time and information to the black hole that is the email inbox. MangoApps gives you the unique opportunity to connect all of your teams, from frontline workers to corporate offices, into one central hub that keeps them all in the loop and at the top of their game.
Wimi
wimi-teamwork.com
Wimi is the best all-in-one collaboration tool for businesses. This is not just words, Wimi includes into dedicated workspaces: social network, file sharing & drive, task management, calendar sharing, instant messaging and video conferencing. With this full set of features carefully crafted inside an intuitive and powerful solution, thousands of businesses ranging from small to Fortune 500 companies save time every day and allow their teams to be more productive.
MySignature
mysignature.io
MySignature is an online email signature generator that helps create professional and visually compelling email signatures for Gmail, Outlook, Apple Mail, Thunderbird, Office 365, and email signature management for Google Workspace. No technical background needed. Plus, enjoy tracking email opens and clicks with no limits using MySignature extension for Gmail.
GuideCX
guidecx.com
GUIDEcx is the world's leading Client Onboarding solution that creates a seamless transition between your sales and implementation process. With over five years and 300,000 successful onboarding projects completed, we know how to leverage our wisdom to deliver consistent Customer Onboarding experiences. Our process is designed to drive engagement, increase efficiency, and expand capacity without sacrificing quality of service. Easy to integrate into your existing CRM, GUIDEcx has custom templates, different customer views for each role, purpose-built integrations, and robust reporting. We don't just move your process to our software, our Professional Services team and Guide University resources are here to Guide and support you through every step of the process to accelerate time to value and maximize your onboarding team productivity. Reach out today to and we can help you bring your Customer Onboarding experience to new heights.
DocRaptor
docraptor.com
The best and easiest HTML-to-PDF API. As the only API powered by the Prince HTML-to-PDF engine, DocRaptor provides powerful support for headers, page breaks, page numbers, flexbox, watermarks, accessible PDFs, and much more.
FilesAnywhere
filesanywhere.com
FilesAnywhere, headquartered in Bedford, Texas, is a cloud content management and file sharing service for businesses that offers cloud storage, file synchronization, personal cloud, and client software.
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