Products

AdvisorEngine CRM is a comprehensive client relationship management platform specifically designed for financial advisors. It streamlines client data management, automates workflows, and enhances client interactions, enabling advisors to focus more on client relationships and less on administrative tasks. The platform's intuitive design and robust features support the unique needs of wealth management professionals, facilitating efficient practice management and business growth. Key Features an

Flowtrics improves workflow through process management and automation. Flowtrics provides a workflow automation platform and WYSIWYG Form Toolbox that automates and streamlines web forms, pdf forms, tasks, contracts, and documents; and then integrates data smoothly into any organization infrastructure. Recognized for best Automation with: HR Workflow - Education Workflow - Health Care Workflow - Contract Workflow - Client Onboarding Workflow

Rightworks is the only intelligent cloud provider offering a unified portfolio of advanced technology solutions purpose-built for accounting firms and professionals. Our customers partner with Rightworks to modernize and elevate their firms, protect client data, and maximize revenue potential. Optimize your firm’s technology, onboard new employees or new offices in minutes, and enjoy on-demand application access to achieve maximum efficiency and profitability. Using our intelligent cloud plat

The vcita platform redefines small business by empowering online visitors to engage, driving more opportunities from the web, mobile, email and social.

Certa (getcerta.com) is a SaaS platform for business to business interactions, including onboarding, due diligence, risk mitigation, and monitoring of their third party relationships. Certa was founded in 2013 and based out of Saratoga, California. Certa offers automated and ridiculously configurable customer/counterparty KYC & AML solutions. Our platform brings business functions like Procurement, Sales, Compliance, Finance, Legal, InfoSec, Privacy, etc. together via an easy collaborative

Gitter is an open-source chat and networking platform designed to help developers manage, grow, and connect communities through messaging, content sharing, and discovery. Built on the Matrix protocol, Gitter offers secure, decentralized communication, enabling users to engage in real-time discussions across various platforms, including web, desktop, and mobile applications. By integrating seamlessly with GitHub, GitLab, and Twitter, Gitter provides a collaborative environment tailored for develo

Abyssale streamlines marketing design to publish faster and increase ROI It's the end of repetitive design work, endless back-and-forth, and inevitable human errors. Don't choose between creativity, personalization, and scaling production. You now have them all in one platform. Abyssale helps you generate thousands of banners, from a single template, in multiple formats at a time. All that in just a few minutes! Save hours of your time on banner creation. Simply choose or create a template, p

The Vueform Builder comes in two versions: One is for speeding up internal form development (Development Version) and the second one is meant to be implemented directly into our clients' software product to allow their users/customers to create complex forms on their own (Production Version). Development: This can be used to make the form development with Vueform (The Open Source form library for Vue.js) even easier and faster, as you can now use a visual interface to build complex forms. Typic

Leadmonk is an inbound lead conversion and scheduling software designed to help B2B revenue teams efficiently convert leads into meetings. By automating the processes of lead qualification, routing, and scheduling, Leadmonk enables businesses to engage with prospects in real-time across various channels, including web forms, cold calls, and marketing campaigns. This streamlined approach reduces manual tasks, minimizes scheduling conflicts, and accelerates the sales cycle, ultimately enhancing co

Case Study Buddy is a specialized team that helps B2B clients capture, share, and scale their customer storytelling by taking care of the process from end to end. We help brands create a full campaign's worth of content from one solid customer interview, including written case studies in multiple written formats (longform, one-sheets, slide decks, social media collateral) as well as video testimonials (both remote and on-location).

Auditi supports audit, financial, and professional firms with modern software since 2012. More than 80% percent of the Top 25 audit firms in DACH and many international firms in 9+ countries use the collaboration platform with their clients to manage PBC request lists. Auditi brings together 40.000+ clients and 15.000+ audit firm users and helps them to centralize communication, collaboration, and file exchange on one platform. As a result, both audit teams and clients benefit from a workflow th

Anaqua IP offers practice management solutions and services to help you manage your clients' intellectual assets and the firm's law practice.

Client Savvy’s Customer Feedback and CX Management Platform was designed and built for professional services firms to provide a way to monitor the relationship between a firm and the customer regarding the progress of a project or matter. Following completion of a task, your firm surveys the customer with a pre-built survey corresponding to that phase of the project. Survey questions can also be changed or added, depending on the requirements of the project. The platform stores the survey res

Gmail Converter Tools converts all the emails with attachments into various file formats such as OST, PST, MSG, MBOX, PDF, HTML, etc, and saves them on your personal computer. Gmail converter tool also provides cloud migration Gmail mailboxes to Office 365, Yahoo Mail, Thunderbird, and many more email clients. Gmail converter tool has the ability to convert multiple files at a time in different file formats and email clients. This software is totally safe and secure for conversion. Gmail convert

Create and send smart surveys, forms, questionnaires, decision trees, flow charts and workflows via email, SMS, links and more. Use www.FlowCharts.ai for your own personal, business, company, enterprise, educational or organizational needs to obtain better data from your leads, customers, patients and clients. Common Uses and Examples of FlowCharts.ai •Boost Google, Facebook and Yelp Reviews -- Send text messages to your customers where they can generate positive online reviews which boost you

AuditDashboard is an intuitive, web-based platform designed to streamline the information collection process for professionals and their clients. By centralizing document management, electronic signatures, and client communications, it enhances collaboration and efficiency in audit, tax, and cybersecurity engagements. The platform simplifies complex workflows, ensuring a consistent and secure client experience. Key Features and Functionality: - PBC (Prepared by Client Request Lists: Facilitate

Fixed Assets CS provides you with the necessary tools to calculate and keep track of your clients' fixed asset and depreciation activity. You can enter client data, assets, and information about those assets. Fixed Assets CS automatically calculates the correct depreciation based on the asset's method of depreciation, life, and the date it was placed in service. You can then print predefined or customized depreciation worksheets, forms, and reports based on the client's activities, asset groups,

Foresight is a pre-meeting discovery platform. We help Sellers and Client Success Managers increase the efficiency of their discovery process and as a result improve the quality of their meetings.

Ensora Data Collection (formerly Catalyst) powerful features enable clinicians to focus more on their client sessions than on recording, graphing, and tracking behavioral data.

A simple yet powerful appointment scheduling module from Taskeo that you can easily integrate with its CRM or use it as a stand-alone solution. It allows you to create and customize branded availability calendars and sign up forms. You can use them to schedule meetings with your clients as well as gather information about them - all GDPR compliant and ready to use for further marketing activities.