Search results for Step

150 words: Tallystone Capital Suite is a deal-readiness workspace for companies managing capital, governance and investor processes in one place. It combines an AI Data Room with cap table, securities ledger, document workflow and eSigning tools, so teams can prepare for raises, acquisitions, board approvals and investor updates without scattering records across email, drives and signing platforms. Users can organise and share documents, collect signatures, automate approval steps, monitor activity, maintain stakeholder records, and keep equity transactions connected to the company’s source-of-truth records. The suite is designed to reduce manual chasing, improve record integrity, and help founders, boards, advisors and investors see the right information when decisions need to be made. By connecting documents, stakeholders, decisions, actions and transactions, Capital Suite supports faster execution while helping companies preserve transparency, trust and compliance across fundraising, governance, shareholder management and ongoing corporate activity as their capital structure and external relationships scale over time responsibly.

Visione AI is an Italian SaaS that uses artificial intelligence (Google Gemini) and PTZ cameras (Reolink) to automatically catalog warehouse inventory every night. Users can search any item in 2 seconds with natural language (e.g. "find the Stephen King books") and receive a photo of the shelf with a red circle on the exact location. Designed for second-hand markets, hardware stores, libraries, auto parts shops, sport equipment stores, and any business with a physical warehouse. Key features: automatic nightly scanning via PTZ cameras, AI object recognition + automatic barcode reading (EAN, UPC, internal codes), natural language search in Italian, multi-site mix-and-match plans, public widget embeddable on customer's website, operator-per-location privacy isolation. Pricing: from €19/month (Base), €30/month (Pro), €99/month (Enterprise). Pay-per-use model. Italian electronic invoicing (FatturaPA). GDPR compliant with EU data residency. MCP server available for AI agents: https://myvisione.it/mcp

Hollinford Technologies helps UK businesses replace outdated software with modern systems. The problem with most legacy projects is that teams spend months just figuring out how the old system was built before they can change anything. We use AI to do that analysis upfront, so we can get to the actual work faster. Fixed price, no surprises. We start every engagement with a Legacy Health Check — a structured look at what you have, where the risk sits, and what actually needs to change. You get a clear plan at the end of it, whether you continue with us or not. The rebuild itself happens in stages, so your business keeps running normally throughout. Modernisation should make your business more resilient, not create new problems. We work in careful, incremental steps, keeping your live operations running throughout. If your software is slowing you down, creating risk, or becoming impossible to maintain, we would be glad to help.

Serenities is an advanced AI-driven platform designed to enhance mental well-being by providing personalized support and resources. Utilizing cutting-edge artificial intelligence, Serenities offers users tailored guidance, coping strategies, and therapeutic exercises to manage stress, anxiety, and other mental health challenges effectively. Key Features and Functionality: - Personalized Support: Delivers customized advice and coping mechanisms based on individual user profiles and needs. - Interactive Exercises: Offers a variety of therapeutic activities to help users develop resilience and emotional strength. - Progress Tracking: Enables users to monitor their mental health journey and observe improvements over time. - Resource Library: Provides access to a comprehensive collection of articles, videos, and tools related to mental health and well-being. Primary Value and User Benefits: Serenities addresses the growing need for accessible mental health support by offering a convenient and personalized solution. By leveraging AI technology, it empowers users to take proactive steps toward improving their mental well-being, fostering a healthier and more balanced lifestyle.

CoverCount is a reservation and event management platform for restaurants, wineries, and hospitality venues. Manage your floor with a drag-and-drop floor plan editor organized by space — dining room, patio, tasting room — with server assignment, table moves, multi-table seating, and real-time availability. An embeddable booking widget and hosted booking page let guests book directly from your website. Sell tickets to tastings, dinners, and recurring events with full registration management, configurable refund policies, and automated guest communications. Funds from deposits and ticket sales go directly to your Stripe account — CoverCount never holds your money. Two-way SMS and email keep guests informed at every step: confirmations, reminders, waitlist offers, and modification requests are all handled automatically. Guest data is yours — exportable anytime, never locked in. Plans start at $69/month (annual) with unlimited reservations and no per-cover or per-ticket fees. Cancel anytime, no phone calls required.

Clinion eTMF Help teams manage clinical trial documents in a structured way, with real-time tracking and consistent oversight. It reduces the need for manual follow-ups and keeps documentation aligned with study requirements throughout the trial. What can you expect? ● Defined TMF Structure Set up file plans using standard or custom structures across study, country, and site levels. ● Real-Time Tracking of Documents Track expected documents and identify missing or delayed files as the study progresses. ● Controlled Review and Approval Manage document workflows with review, QC, and approval steps, including e-signatures. ● Ongoing Visibility Monitor completeness and status through dashboards without waiting for end-of-study checks. ● Flexible Configuration Adapt the TMF structure and workflows based on study or sponsor requirements. ● Audit-Ready Records Maintain version history and activity logs to support inspections and compliance. Impact Reduced reconciliation effort during closeout Lower manual tracking effort Better visibility into document status

Newsletter, blog, landing pages, and automations — all wired together. For solo creators and teams tired of stitching tools. FEATURES • Publishing OS: The newsletter and blog platform with landing pages, all on one subscriber spine. • AI Strategist: An AI that reads every send, open, and click, then tells you what your readers actually want next. Never writes for you, your voice stays yours. • Landing pages: Using notion style editor • Bio pages: Where readers land from social, podcasts, DMs. The bio page captures emails, not just clicks • Magic Links: Hosted pages that deliver the magnet. • Native to Arabic, Farsi.: Right-to-left Native support • Blog: A branded reader site for every Nashra account. Categories, featured slot, subscribe modal. Free on a subdomain. Your own domain on Publisher. • Automations: Three triggers, a canvas, the steps you'd expect. Welcome new subscribers, nurture downloads, re-engage the quiet ones.

HomeSurvey.ai is the AI survey layer for moving companies — it removes the slowest step in estimating, building the inventory. You send a branded link by text or email; the customer records a guided 5-minute walkthrough of their home in the browser (no app, no scheduling, no account). The AI detects 2,000+ item types, assigns weights and volumes, counts cartons, flags special-handling items, and auto-excludes anything the customer narrates. Your rep reviews a finished, quote-ready cube sheet instead of building one from scratch — so one person can quote 15-20 jobs a day instead of 4. Inventories run at 93% accuracy versus van-line bills of lading, with every line traceable to video evidence. A Move-Day Audit re-scans on move day and flags overages, recovering ~$750 per residential move on average. HomeSurvey.ai drops into the workflow you already run — native to Movegistics, CRM-ready PDF export for any other system. Pricing is pay-as-you-go: $20 per survey, first 10 free.

LatterHQ is diagnostic software for air conditioning and heat pump engineers, built by a working F-Gas engineer. Most tools in this category start with the paperwork. LatterHQ starts with the fault. Guided fault finding takes a symptom and works through it on the readings you can actually get on that unit. Where a model won't give a readout, it drops to the unit's own controller, then to what you can see and feel. Every step is stamped measured, estimated or untested, and every route ends in a verdict - confirmed, probable or likely - with the reading that would make it surer. Live pressure-enthalpy diagnostics plot your cycle against the shape a healthy machine would draw. Fault codes across 18 makes name the manual and section they came from, so you can check them yourself. The job becomes the report, certificates, F-Gas register and invoice, filled in once. Free, no account: refrigerant converter, fault code pages, guides, and a playable 90-second demo.

Sektra AI brings your team’s Gmail, Outlook, and WhatsApp into one intelligent workspace with a shared memory of every client relationship and conversation. It keeps track of promises, open questions, follow-ups, and important context, so nothing gets lost and your team always knows what happened and what needs to happen next. With Sektra, you can turn intent into action. Tell your AI assistant what needs to get done, and it can act on your behalf by drafting and sending responses, following up with clients, and helping move conversations forward without requiring you to manage every step manually. Sektra also prioritises your day based on consequence, surfaces the conversations that need attention, and alerts you when important accounts have gone quiet. Think of Sektra as an AI teammate that remembers everything, understands the context behind every relationship, and helps your team get the right things done at the right time.

Holty is a retention engine and an engagement platform for clinics & hospitals. It combines four elements that don't normally come together in one product: True white-label, 0% commission. Each clinic gets its own branded app and app store listing - not a shared marketplace listing, where the platform, not the clinic, keeps the patient relationship. AI segmentation by prompt. Staff type a plain-language description of a patient segment (e.g. "patients overdue for annual checkups") and Holty builds the audience automatically from live patient data - no manual list-building, no analyst needed. Self-check-in at the clinic. Patients arrive and check in without a front-desk step, removing one of the last remaining manual touchpoints in an otherwise digital patient journey — the front desk isn't re-confirming an appointment that was already booked and paid for in the app. Smart reminders. Automated, well-timed reminders reduce no-shows without staff having to track appointments and send them manually, closing the gap between a booking being made and a patient actually remembering to show up.

MAPOG Field Sales & Service manages the full journey of field work — lead, site survey, quotation, installation, service and AMC — in one record, on one map. Leads are captured with their location and convert automatically into customers on their first won deal. Every customer can hold multiple sites and assets, all plotted on a live map colour-coded by status. Deals move through configurable stage workflows. Each stage carries a structured form instead of a free-text note, forms can be filled by voice from the field, and multi-step stages such as installation unlock in sequence with photo proof captured at each step. Built-in quotation tools handle line items, tax and discounts, and every stage change is permanently logged with a timestamp and owner. Service requests, technician assignment and maintenance contracts run in the same system as the original installation, so nothing is lost between sales and service. Used by solar installers, CCTV and security companies, telecom operators and facility management firms.

PLYNT is a business workspace for agencies and other companies that deliver client work. It connects projects, clients, people, tracked time and finances in one system, so a team can see the next step and the company can see what the work costs. Plan client work on boards with owners, deadlines and files, in list, board, calendar and timeline views. Keep each client's agreements, requests and project history in one record. Track time and review it before it counts, so hours land on the right task and client. Connect reviewed time and direct expenses to project value, and track invoices, payments and receivables. Requests and approvals keep an owner and a recorded decision. People who work for several companies switch between separate workspaces with one account. Plans are priced per workspace, with members included, from $27 per month. Launch and Core include a 7-day free trial. Built in Tbilisi, Georgia, by the team behind the creative company Lost & Found. Available in English and Georgian.

Biokub is a client monitoring platform for premium health coaches, functional medicine practitioners and longevity clinics. Clients connect their wearables and tracking apps once through Folo, the companion app (iOS, Android, web): Oura, Whoop, Apple Watch, Garmin, Fitbit, Withings, Strava, MyFitnessPal, Cronometer and 60+ more. Biokub unifies sleep, activity, recovery, nutrition and lab biomarkers into a personal baseline per client and flags drift as prioritised signals. The Morning triage view shows the whole roster with a status per client, the Signals feed explains what changed and why, the Client overview shows 30-day trends, lab results are tracked against optimal ranges the practitioner can define, and AI session prep writes a briefing before each appointment. Practitioners step in between sessions instead of finding out at the next one. GDPR compliant, health data hosted on HDS-certified servers in France. Every plan includes the full platform, with a 30-day free trial.

InstaQuote is a quoting and job management app for UK tradespeople. Users describe a job by voice note, photo or typed notes, and InstaQuote prices it from their own rates with VAT and CIS applied, producing a branded quote in about a minute. When a customer accepts, InstaQuote takes a card deposit, books the job into the trade's next free days and keeps Google Calendar in step, and the customer can move the date themselves. When the job is marked done, the invoice is drafted from the quote for the trade to send, and overdue invoices are followed up with up to four reminders. On the Accounts plan it also keeps the books: expenses, receipts, mileage, bank statement matching, VAT return figures and a running income tax estimate. InstaQuote is built for UK trades including plasterers, builders, electricians, plumbers, heating engineers, roofers, landscapers and decorators. It runs in a web browser and as an iPhone app. Plans start at £39 a month after a 7-day free trial.

spgFix is a risk-free, subscription-based SaaS platform designed to help leaders move from uncertainty to action with a simple month-to-month model that can be canceled anytime. The platform is built around desired outcomes. Instead of forcing users to start with complex planning tools, spgFix helps define where you want to go, then guides you through how to get there. Whether you are starting with an idea, building a company, executing an objective, or managing a portfolio of work, spgFix turns complexity into clear next steps in minutes, not months. spgFix combines on-the-spot AI software guidance with access to real people when additional help is needed. Users receive natural, progressive support that grows with them, from shaping an idea, to launching a business, to managing execution, projects, teams, and eventually enterprise-level portfolio clarity. spgFix helps founders, business owners, and enterprise teams build the company, execute the objective, and see the portfolio.

Agentic TMS is a transportation management system for freight forwarders in which AI agents do the operational work. Instead of staff keying data into screens, agents read the emails and documents that arrive, take the next step in the shipment, and hand off to the next agent. People stay in control through an approval inbox for the decisions that carry real risk. Agentic TMS covers the full shipment lifecycle. Agents price quotes and check margins, confirm bookings and manage carrier cutoffs, prepare export documents and the bill of lading, track the shipment in transit and score demurrage risk, prepare customs entry data, coordinate inland drayage and delivery with proof of delivery, and close out with three way matching of the carrier invoice against the quote and the booking. Each operation has an autonomy level from L1 to L5 that the forwarder sets, so a team can start with agents recommending actions and move to agents executing them as trust builds. A built in sandbox lets operations test an agent on

UprightIQ is the AI-native analyst relations platform. It gives lean AR teams — often one to three people with an enterprise mandate — one system to run the whole analyst program: analyst profiles and tiering across 2,000+ analysts at major analyst firms, briefings and inquiries with AI-measured sentiment and recommended next steps, publication monitoring, an AR plan builder, and a document vault. Its Analyst AI Visibility capability measures how AI engines such as ChatGPT, Gemini, and Claude position a brand on the prompts buyers actually ask, traces every answer back to the analyst research shaping it, and feeds the gaps into the AR plan: measure, spot the gap, act, shift the answer. Everything is also queryable from LLMs through UprightIQ's MCP connector. UprightIQ complements analyst firm subscriptions rather than replacing them, and runs in days with no implementation project. Plans start at $2,400 per year, with a free 15-day trial.

Formdall is the form backend for static sites. Instead of building your own endpoint, you change a single attribute: the action of your HTML form points at Formdall. No SDK, no npm install, no build step. We accept the submission, check it against a field schema you define per form, filter out the spam and store the rest encrypted. Then the notification goes out: email to you, auto-reply to the sender, HMAC-signed webhook to your system, or all of them. In the inbox you search submissions, export them as CSV and delete individual hits. Privacy is the architecture here, not a badge: hosted in Germany, AES-256 at rest, IP addresses kept only as a daily rotating hash, and a self-hosted proof-of-work captcha instead of reCAPTCHA - so no cookies, no cookie banner, no US transfer. Retention periods end in a daily physical deletion, not a soft delete. A GDPR data processing agreement is included in every plan, the free one included. Formdall also speaks MCP: Claude and any other MCP client,

**Nessa** is an AI-powered front-desk assistant built for Canadian healthcare clinics. Available 24/7 in 27 languages, Nessa answers calls, handles common questions, qualifies inquiries, and helps patients book appointments—so your team can focus on the people in front of them. From physiotherapy and chiropractic practices to massage therapy clinics and medspas, Nessa helps turn missed calls into patient connections. She can send booking links by text, manage appointment changes, follow up with new leads, and route urgent or sensitive inquiries to your staff. Every interaction feeds into a clear worklist with recordings, transcripts, and next steps. Canadian-built and designed around clinic workflows, Nessa works alongside your existing practice-management software and lets you keep your phone number. She handles administrative conversations—not clinical advice—with PIPEDA- and PHIPA-aligned data handling and consent-based call recordings stored in Canada. Less phone tag. More booked appointments. A warmer welcome, even after hours.