Products

Candidately is the #1 client portal for Bullhorn.

One simple tool for tasks, journals, files, password management, and client portals. Spend less time running your agency and more time designing, writing and running your clients’ campaigns.

OnRamp’s platform delivers a smooth, customer-first onboarding experience. Instead of overwhelming new users with a long list of tasks, we focus on guiding them toward positive outcomes. For B2B SaaS companies that rely on efficient, scalable processes, OnRamp accelerates customer value from the start. Integrations with HubSpot and Salesforce automatically create projects as soon as deals close, streamlining the transition and maintaining momentum. Key features: Personalized project plans Config

Modern real estate investment software not only saves time and money, it lets you communicate more effectively, manage with ease, and focus on business growth. With the Investor Portal investors have easy 24/7 access to a dashboard summarizing their investment positions, asset information, and capital invested and distributed. Track all investors' contact and bank information along with capital invested within a robust CRM system.

Boardroom brainstorming. Coffeeshop collaborations. Kitchen consultations. See and be seen wherever, whatever, whomever – Poly gives you the confidence, flexibility and edge to command the conversation. And we know it’s not a one size fits all world. We have options to meet your anywhere, everywhere needs.

Cora provides Enterprise Portfolio and Project Management solutions and services to global organizations and government agencies.

Clever gives students and teachers a single login for all of their online learning programs and resources, personalized for each user's needs.

The Hub is a social intranet, secure portal and collaboration platform designed for teams, businesses and communities of all shapes and sizes.

ProcurePortP2P process was created to increaseciency and simply drive down the cost of doing business.

Orion’s fully integrated trading suite–including a tax-intelligent rebalancer, custom SMA optimizer, and robust model marketplace–empowers firms to personalize client portfolios while scaling back-office processes.

ServiceNow CSM enhances every aspect of the customer lifecycle by utilizing AI-driven capabilities to optimize omnichannel self-service and improve issue resolution. It automates customer operations across departments and empowers agents with real-time intelligence and productivity tools. Key features and capabilities include: AI Agents: Handle routine tasks and complete processes autonomously, freeing up human agent time and scaling the call center operations 24/7. Self-Service: Empower custo

Ensora Mental Health (formerly TheraNest) software allows you to manage and grow your practice with comprehensive therapy notes, storage for your files and documents, a client portal for intake forms and appointments, secure access, and billing.

DocSend tells salespeople how prospects engage with their sales material. Have the right conversation, with the right person, at the right time, and do business faster.

Our company name says it all "EHR Your Way," not our way. If you're looking for the ultimate end-to-end EHR solution for agencies with 10+ users and have a $600+ a month budget - you need to look no further. Our family owned company literally has 98% of the features you need to run an efficient agency so you can focus on client care. (Over 2,000 of them) Is that a bold statement? Yes, but we back it up with a 180 day money back guarantee "after" you go-live. Other vendors are going to l

Leasecake is a purpose-built lease and location management platform designed for multi-unit operators. Businesses use Leasecake to manage lease administration, stay compliant with ASC 842, track deals and site activity, monitor contractual risk, and simplify recurring tasks like rent payments, renewals, and reconciliations. The platform centralizes key data, documents, and reminders across real estate, legal, and finance teams—reducing risk and helping businesses scale more efficiently. AI tools

Our collaborative office community population of 100+ professionals provide an environment of productivity, support, and inspiration.

The Alpha Portal software package is a user friendly yet complex business tool which adds flexibility to many aspects of your company.

ePortal is an energy monitoring software that enables you to monitor, analyze and understand your energy consumption in an easy and social way.

OnePortal is a growth marketing platform that augments artificial intelligence and machine learning with human expertise to deliver first-class managed service and results. We will handle the campaign, provide unified reporting across all channels and networks, utilize advanced audience targeting, and serve ads across Display, Video, Connected-TV, Digital Audio, and In-App formats.

Caliber Portal is a management company portal product that enables homeowners and board members to access information in Caliber in REAL time.