Loopio’s response management platform helps companies streamline their response process for RFPs, DDQs, Security Questionnaires, and more. Currently serving over 1,700 companies globally at world-leading organizations, Loopio enables sales and proposal teams to respond faster, improve response accuracy, and win more business.
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Responsive is a cloud-based RFP software that eliminates the friction often associated with responding to Requests for Proposal (RFPs), through a no-nonsense set-up, simple and intuitive user interface, and robust integrations with Salesforce and Slack.
PandaDoc is an app that lets you build, track, and sign your docs all in one place. Automate your workflow, discover what sells with built-in analytics, and get legally binding signatures in minutes.
Proposify proposal software helps growing teams remove document bottlenecks, and get visibility into the most important stage of your sales cycle: the close.
Portfolio Management: Morningstar Direct Lens lets you create, edit, and analyze portfolios quickly and efficiently using a clear, intuitive interface. Portfolio Marketing: Tell your stories using Morningstar data and analytics to distill complex investment information into clear, custom-branded reports, product-comparisons, and presentations. Due Diligence: See how you’re doing, how others match up, and which investments are best in class with the Performance Reporting module. It offers streamlined, automated due diligence and easy-to-read reports, so you never lose track of your place in the world. Data and Research: See the markets through thousands of different lenses, including exclusive Morningstar datapoints such as Analyst ratings, fund flow data, and firm diversity data to find investments that fuel your strategies. And More: From asset allocation and investment selection, to advanced analytics and pre-built data sets, Direct is the industry standard.
Save time and win more work by replacing your sales documents with interactive & mobile-friendly webpages that plug into your systems and are as easy to build and reuse as they are beautiful.
Creatio is an AI CRM and workflow platform where people and AI agents work together — with no limits on users, agents, or scale. Creatio helps midsize and large organizations run customer workflows in the AI era. Headquartered in Boston, MA, with a global team and a large ecosystem of partners, Creatio serves thousands of customers in over 100 countries and automates tens of millions of workflows daily.
AlphaSense is a search engine for investment and corporate professionals designed to help users cut through the noise and uncover critical data points that others miss.
Trusted by more than 90,000 companies — from fast-growing startups to Fortune 500s — and rated #1 in customer satisfaction on G2. Quo brings calls, texts, and customer information together in one platform. Bring clarity to every conversation. Shared inboxes, internal notes, and a mini CRM, gives every teammate the visibility and context they need to make sure each customer doesn't get missed. Respond to every customer. Fast. Built-in AI answers calls 24/7, flexible call flows route customers instantly, and custom contact properties ensure you're there when your customer needs you, while never missing a detail. Scale effortlessly as you grow. From your first customer to your thousandth, Quo adapts with you. No complex setup, no additional training, no growing pains. With Quo, it’s never been easier to close more deals, support more customers, and grow your business — without losing the human touch.
Human Interest makes it easy to offer a 401(k). With automated administration and built-in investment advising, we make it affordable to help your employees plan for their futures.