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Rocketlane is the world’s first Agentic Professional Services Automation (PSA) platform, built to transform how professional services teams deliver value in the AI-first era. While traditional PSAs focus on recording work, Rocketlane accelerates it through a connected system that unifies the entire front and back office. The platform brings together project delivery, resource management, time tracking, billing, and financial operations alongside collaboration capabilities such as Spaces, real-time chat, a modern client portal, Sheets for structured data, and a powerful Custom Apps framework that lets teams model any workflow inside Rocketlane. Everything lives in a single ecosystem, eliminating tool sprawl and fragmented data that slows down services teams. What makes Rocketlane truly different is its agentic architecture: a network of intelligent AI agents that execute real delivery tasks, automate setup, manage workflows, detect risks, enforce governance, and continuously learn from patterns across the organization. These agents don’t just make teams more efficient; they fundamentally reshape operations by moving organizations from manual coordination to autonomous delivery. This shift unlocks faster go-lives, better utilization, proactive issue detection, consistent delivery quality, and a level of operational resilience that was previously impossible. Over 650 companies, including Retool, Coursera, Postman, Intercom, Glean, AuditBoard, Vercel, Sprinklr, Worldpay, Grafana, OpenGov, and Outreach trust Rocketlane to run their mission-critical delivery processes. Customers across SaaS, services, and consulting use Rocketlane to shorten onboarding timelines, reduce escalations, improve forecasting accuracy, and accelerate moving from booked to consumed revenue. Founded in 2020, headquartered in the US, and operating globally with teams across India and the UK, Rocketlane is backed by leading investors, including Nexus Venture Partners and 8VC. The company’s rapid growth reflects strong market confidence in its category-defining vision for Agentic PSA.
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Projul is a cloud-based construction management software built for small to medium sized construction companies including general contractors, remodelers and specialty contractors. Designed for both mobile and desktop, Projul offers lead management, task management, project management, photos & document management, estimating, change orders and reporting metrics. Projul’s lead management tools include a revolutionary sales pipeline; ensuring leads don’t slip between the cracks of a busy office. Task management tools include a detailed “todo” list for all employees, real-time messaging, and completion status. Project management tools include a linear schedule timeline for simple understanding and provides the ability to manage multiple projects at once. Additionally included are estimates and change orders with eSignature capabilities for customers. All features are included in every pricing tier. Dedicated customer support is available by phone, email or text message.
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COBRA Contractors Software is a comprehensive solution designed to streamline operations for contractors by integrating mobile forms with their existing systems. By partnering with ProTechnology, COBRA offers a state-of-the-art mobile forms solution that enhances data capture, reduces errors, and eliminates the high costs associated with paper processing. Key Features and Functionality: - Mobile Field Sheets (MFS): Facilitate quick quotes, estimates, job costing, billing, purchasing, and change order requests directly from the field. Field technicians can capture job data up to 96.5% faster, utilizing voice-to-text notes, customer signature capture, and multi-photo capabilities. - Mobile Time Sheets (MTS): Enable field workers to enter their time, project phase, and job notes efficiently. Supervisors can review and edit individual or crew time sheets before approval, streamlining payroll processing and reducing data entry time. - Mobile Purchase Orders (MPO): Allow for improved ordering and receiving processes in the field. Users can submit purchase orders, compare packing slips upon material arrival, and manage back orders seamlessly. The system also supports capturing photos of damaged or incorrect items sent from suppliers. - Mobile Project Insights (MPI): Provide real-time project data to supervisors, including updated purchase orders, change orders, RFIs, labor hours, and other key job indicators, ensuring projects stay on target. - Mobile Google Calendar (MGC): Offers real-time scheduling with a company calendar displaying all workers, jobs, and dates. Users can drag and drop to adjust schedules, and field workers can view updated schedules immediately on their devices. Primary Value and Solutions Provided: COBRA Contractors Software addresses the inefficiencies and high costs associated with traditional paper-based processes in the contracting industry. By digitizing and automating data capture, it significantly reduces errors, enhances communication between field and office teams, and accelerates project timelines. The integration of mobile forms ensures that data is captured accurately and promptly, leading to improved decision-making and resource management. Overall, COBRA empowers contractors to work smarter, increase productivity, and deliver higher-quality services to their clients.
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Sellerate is a B2B sales development firm that helps SaaS and tech companies build predictable pipelines, win new enterprise business, and generate revenue. Our proven Account-Based Sales and Marketing methodology combines business intelligence and personalized engagement from an experienced account development team. Leading B2B SaaS and technology providers use Sellerate to fuel growth for their sales and marketing programs. Sellerate supports clients in over 30 countries from our central Buenos Aires and Medellin offices. Sellerate is an inclusive and multicultural workplace that leads by example on the cutting edge of tech sales.
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Since 2020 Top Remote Talent providing business partners with undiscovered brightest talent through recruiting pipeline optimization, insight into the tech labour market and best practices, and a constant communication flow between all parties. Let's remove poor proxies, middle offices, and tech lead's wasted time. We understand the importance of your employer's brand and know how to sell your vision to exceptional talent. We champion transparency while working closely with our clients to increase your engineering team's velocity.
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S2M-group is a leading global account-based marketing (ABM) and pipeline generation marketing agency. It was founded in 2009 by software sales leaders, marketing, and tech experts. With a global presence and regional/local offices, we have a team of 220+ experts specializing in strategy, copy, sales development representatives (SDRs), project management, account management, and more. We are powered by advanced tools and technologies such as Data Management, Mapping/Profiling, Marketing automation, and reporting tools. We offer fully integrated services that help leading enterprise technology companies, who are seeking a partnership with an internationally specialized ABM agency to assist them in expanding their global reach, piloting new solutions, or strengthening their sales pipeline. With the support of our team of proficient professionals who are fluent in over 22 global languages, we possess significant expertise in collaborating with internal client teams, including BDRs, SDRs, Account Executives, and Sales and Marketing leaders. Our key differentiators include deep expertise in complex technology and software sales and ABM, multinational presence to support technology companies across various regions, and a comprehensive team of specialists with the latest tools and technologies to provide comprehensive support. We take a data-driven approach to develop ABM strategies that generate growth and revenue, and we have a proven track record of delivering real results, predictable revenue, and a clear ROI for our technology clients.
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eWorkspace is a cloud-based virtual office platform designed to help companies manage their workforce effectively, regardless of location, while promoting a healthy work-life balance. It replicates the in-office experience for remote employees, fostering company culture and encouraging spontaneous collaboration and creativity. The platform provides real-time updates on active hours and task completion statuses, ensuring transparency and productivity across teams. Key Features and Functionality: - Dedicated Seats & Cabins: Assign virtual workspaces to team members, mirroring physical office arrangements. - Live Availability & Attendance: Monitor team members' online status and attendance in real-time. - One-Click Talk: Facilitate instant communication with colleagues through a single click. - Task Management with Timelines: Assign tasks with specific deadlines and track progress efficiently. - Virtual Auditorium: Host large-scale meetings or events in a virtual setting. - Monitor Outsourced Teams: Oversee the activities and productivity of external teams seamlessly. Primary Value and Solutions Provided: eWorkspace addresses the challenges of remote work by offering a comprehensive virtual office environment that enhances team collaboration and maintains organizational culture. It ensures that employees feel connected and engaged, regardless of their physical location, by providing tools that mimic the traditional office setting. The platform's real-time monitoring capabilities allow managers to track productivity and task progress, leading to improved efficiency and accountability. By integrating various communication and management tools, eWorkspace simplifies remote workforce management, making it an invaluable solution for businesses adapting to hybrid or fully remote work models.
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Teamgate is a cloud-based Customer Relationship Management (CRM platform designed to streamline and enhance the sales processes of businesses across various sizes and industries. With its intuitive user interface and comprehensive suite of tools, Teamgate empowers sales teams to manage leads, monitor sales pipelines, and analyze performance metrics effectively. By integrating essential sales functionalities into a single platform, Teamgate facilitates improved customer relationship management and accelerates deal closures. Key Features and Functionality: - Lead Management: Efficiently capture, organize, and prioritize leads to ensure a steady flow through the sales funnel. - Sales Pipeline Management: Visualize and monitor the progression of deals across customizable stages, facilitating better forecasting and strategic planning. - Email Integration: Sync emails directly within the CRM to maintain seamless communication records and improve follow-up efficiency. - SmartDialer™: Make calls directly from the CRM interface, reducing time spent switching between applications and enhancing productivity. - Analytics and Reporting: Access real-time data insights through dashboards and reports to inform decision-making and track performance metrics. - Workflow Automations: Automate repetitive tasks and workflows to increase efficiency and reduce manual errors. - Product Catalogue: Manage and display your range of products or services directly within the CRM, aiding in deal management and profitability analysis. - Integrations: Seamlessly integrate with popular platforms such as G Suite, Microsoft Office 365, Mailchimp, Zapier, and more, ensuring harmony with your existing tech stack. Primary Value and User Solutions: Teamgate addresses the common challenges faced by sales teams, such as disorganized lead management, inefficient communication, and lack of actionable insights. By providing a centralized platform that combines lead and contact management, sales pipeline visualization, and in-depth analytics, Teamgate enables businesses to: - Enhance Sales Efficiency: Streamline sales processes, reduce manual tasks, and accelerate deal closures. - Improve Decision-Making: Utilize data-driven insights to make informed strategic decisions and identify areas for improvement. - Foster Collaboration: Facilitate better communication and collaboration within sales teams through integrated tools and shared information. - Scale Operations: Adapt to business growth with customizable features and integrations that cater to evolving needs. By leveraging Teamgate, businesses can unlock their true sales potential, achieve predictable revenue growth, and maintain a competitive edge in their respective markets.
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Highlighter is the practice management platform for special education advocates. It replaces the scattered folders, email threads, and spreadsheets most independent advocates run their practice on with one place for every client's records, analysis, prep, and time. Document analysis. Upload an IEP, evaluation, progress report, or behavior plan as a PDF, Word file, or image. In under a minute Highlighter returns a structured summary that pulls out present levels, goals, services, accommodations, and potential issues, so the first read of a dense document takes minutes instead of an evening. Meeting preparation. Highlighter builds a prep packet from the student's actual records: key issues, suggested questions, services data, and talking points for that specific meeting. Professional communications. Draft parent-school emails and letters grounded in the student's plan, ready to send or edit. Case management and timekeeping. Log calls, meetings, and emails as case notes. Track time per family, invoice for it, and run reports on where your hours go. A timeline of events, deadlines, and parent observations gives you a paper trail when a district misses a date. Forward client emails to your Highlighter address and they land in the right case automatically. Family collaboration. Invite a client's family into their case and choose which documents, timelines, and updates they see. Families do not need a paid plan to collaborate on a case you manage, and they get tools to communicate with the school between your sessions. Highlighter PRO is $59 per advocate per month or $549 per year, with unlimited families per seat, no setup fees, and no contracts. There is a 30-day free trial. Advocacy organizations get custom pricing with dedicated onboarding, usage reports, and priority support. Customers include the DC Office of the Student Advocate and other government-funded advocacy programs. Data is encrypted in transit and at rest, and nothing is shared with schools, districts, or third parties. Highlighter was created by Jake Fishbein, a former teacher and school administrator, and Mike Oliver, founder of the Alma student information system. Work began in 2023 and the company is based in Washington, DC.
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Cobry is a certified Google Cloud Partner dedicated to assisting organizations in adopting and optimizing Google Cloud solutions. With over a decade of experience, Cobry specializes in facilitating seamless migrations to Google Workspace and Google Cloud Platform (GCP, ensuring businesses leverage secure, stable, and collaborative environments. Their approach emphasizes understanding an organization's culture, processes, and people to tailor technological solutions that enhance productivity and efficiency. Key Features and Functionality: - Technical Migrations: Expertise in transitioning businesses from platforms like Office 365 to Google Workspace, Exchange to Gmail, and Dropbox to Google Drive, ensuring minimal disruption and maximum efficiency. - Change Management Services: Comprehensive support including project management, training, and change consultancy to facilitate smooth adoption of new technologies. - Ongoing Management and Consulting: Continuous assistance post-migration to help organizations maximize the potential of Google Cloud tools through tailored services and support. - Data Services: Specialization in data pipeline modernization, real-time analytics, and business intelligence using tools like Looker and Google Data Studio to unify data sources and extract meaningful insights. - Security and Governance Reviews: Conducting thorough assessments of Google Workspace environments to identify and address security vulnerabilities, ensuring data protection and compliance. Primary Value and Solutions Provided: Cobry empowers organizations to embrace modern, cloud-based working environments that are more secure, sustainable, and collaborative. By focusing on the unique needs of each business, Cobry delivers customized solutions that enhance operational efficiency, reduce costs, and foster a culture of innovation. Their services address common challenges such as complex migrations, data security concerns, and the need for effective change management, enabling clients to achieve their business objectives with confidence.
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About Onlime Onlime is a backup and cloud storage service based in Denmark. With datacenters in Scandinavia, Onlime is a safe and privacy-respecting cloud service for individuals, families, businesses and organizations. Onlime apps are supported on Windows, Mac, iOS and Android and lets you back up, sync, archive, and share your files, documents, and photos over the Internet. At Onlime, you are not the product Our mission at Onlime is to gathers as little personal data as possible, and we never sell your personal data to third parties. At Onlime, we uphold personal privacy and concent as a basic human right. Onlime adheres to the standards of GDPR Our datacenters at Onlime run on 100% recyclable power. We also run our own servers and infrastructure. In this way, we know our hardware and software stacks from start to finish – this allows us to continually optimize performance and security. A subscription for anyone We offer free 5 GB storage for everyone with full access to all features. If you dig our service, we offer these paid subscriptions: - Personal Unlimite Space - Family 1TB - Family 5TB - Business Small, 2 user-seats, from 1TB storage - Business Medium, up to 10 user-seats, from 1TB storage - Business Large, unlimited user-seats, from 1TB storage Features • PICTURE ORGANIZATION: View your photos and videos in one timeline – photos and videos are automatically uploaded and organized from all your devices using Onlime apps. • FULL QUALITY: Your photos and videos are always saved in 100% original quality. • NO FILE PROCESSING OR ALTERATION: We always store your files in it’s original format and size. We never process • SHARE MEMORIES WITH OTHERS: Create albums and share via link. With an account, others can follow your album, upload photos and comment. • FREE UP SPACE: With one tap, you can remove photos and videos on your device, that are already backed up with Onlime. • AUTOMATIC BACKUP: Get automatic backup of all your folders and files on PC/Mac. On your mobile device, you can setup automatic backup of photos, videos and contacts. • SYNCHRONIZE YOUR FILES: Continue where you left off - access the same files from all your devices. This is handy, when you have multipe devices or want to collaborate on files with other people! • USE MICROSOFT OFFICE ONLINE FREE: With Onlime you can create, edit and collaborate in Word, Excel and Powerpoint right from your browser. This integrations is free to use, and you’ll be amazed of how much you can do right in your browser. • GET HELP WITH LIVE-SUPPORT DIRECTLY IN OUR APP: Get help with using our service directly in the app. We are ready to help big and small – just write us and we typically answer within a few hours. • DOCUMENT SCANNER: With our mobile app, you can easily scan and transfer documents, receipts and old photos to the Onlime cloud. Use features like auto-cropping, contrast and color adjustment. • TIME MACHINE: We always store the 5 latest versions of all the files you upload to Onlime. Turn back time and restore the version you want! • FILE SHARING: Share files, folders and photo albums via link or invitation. You decide if others can just access, or if they can edit and upload too. • AUTO-SAVE DOCUMENTS: Using our mobile apps, your documents are saved automatically when you open a document via Onlime and edit it in i.e. Word or Excel. • INTEGRATE WITH ARCHIVES: Do you have an iPhone/iPad? Get the most out of your device and Onlime: Activate Onlime in the Files app. You'll get easy access to your files in Onlime from apps like Mail and iMovie. • CHROMECAST & AIRPLAY: Watch your photos, videos and documents on your TV with Chromecast and AirPlay. • POWERFULL WEB-APP: Upload, edit and organize all your uploaded files right in your browser. • SEE PHOTO CAPTURE LOCATION AND METADATA: See which camera settings you used, or which location you shot your memories. This is supported in our mobile apps and web-app. • FREE STORAGE SPACE: Create a free Onlime account and get 5 GB of free storage. Does not require credit card. More details: - Onlime support all file types - Onlime support photos taken on iPhone / iPad with Liveshot, HDR and in file format heic. - We do not offer a app/client for Linux at the moment. We encourage Linux-users to use our web-app or try installing our Windows-app with WINE.
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Your pipeline doesn't stall because the team stopped working. It stalls because the list is stale, half the emails bounce, and nobody knows which accounts are actually in-market. Rebel fixes the top of the funnel. Prospect — Search a live graph of 300,000+ Nordic companies and 2.3M+ decision-makers. Filter by industry, revenue, headcount, role, seniority and tech stack. Built on official registry data, not scraped guesswork. Enrich — Reveal verified work emails and direct mobile numbers on demand. Bring your own CSV and we fill the gaps. Every record is re-checked against the live graph, so you stop paying for people who left six months ago. Convert — See which companies visit your site before anyone fills in a form. Score every account against your ICP. Push straight to your CRM, export to your sequencer, or work it from LinkedIn with the Rebel Chrome extension. Connect Claude or ChatGPT and prospect by asking.
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FusionIQ is a cloud-native wealth management platform designed to empower financial institutions and advisors by providing scalable, modular, and integrated digital solutions. It enables users to launch cost-effective, private-labeled investing and advisory services tailored to clients across various wealth brackets. With its intuitive interface and comprehensive features, FusionIQ facilitates digital transformation, allowing institutions to offer a seamless investment experience. Key Features and Functionality: - Modular Design: FusionIQ offers four core modules—Hybrid Digital Advice, Self-Directed Investing, Digital Marketplace, and finTAMP—that can be implemented individually or as a comprehensive suite, providing flexibility to meet specific business needs. - Digital Onboarding: The platform streamlines client onboarding with automated workflows, enabling new clients to be onboarded in as little as five minutes, enhancing operational efficiency. - Model Marketplace: Users gain access to a growing library of investment models, ensuring diverse and tailored investment strategies for clients. - Multi-Custodian Integration: FusionIQ seamlessly integrates with multiple custodians, including Pershing, Fidelity, DriveWealth, and Apex Clearing, offering versatility in asset management. - Multilingual Support: The platform supports multiple languages, catering to a diverse client base and expanding market reach. Primary Value and Solutions Provided: FusionIQ addresses the challenges financial institutions face in digital transformation by offering a unified platform that enhances client engagement, operational efficiency, and scalability. By integrating various investment services into a single digital workflow, it eliminates friction between front, middle, and back offices, resulting in increased productivity and profitability. The platform's rapid implementation timeline—completing white-label integrations in as little as six weeks—allows institutions to quickly adapt to market demands and offer modern investment solutions. Additionally, FusionIQ's commitment to data security, demonstrated by its SOC 2 Type II compliance, ensures the protection of sensitive client information, fostering trust and reliability.
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Navium is a compliance intelligence platform built for independent real estate brokerages. At its core is an AI-powered contract review engine that analyzes transaction documents in real time, flagging missing signatures, incomplete addenda, disclosure gaps, and compliance errors before they reach the closing table. Most transaction management platforms treat compliance as a checklist. Navium treats it as an intelligence layer. Using OCR and large language model reasoning, CTC reads contracts the way a trained compliance officer would, understanding context by extracting property details from local tax accessors, not just through fillable fields, and delivers actionable findings with agent-facing guidance built in. Navium is designed for the broker who needs visibility across every active file without the manual overhead. Brokers get a live compliance dashboard across their transaction pipeline. Agents get clear, specific feedback at the document level. Transaction coordinators get a structured workflow that eliminates the back-and-forth of chasing corrections. Every role gets what it needs without a separate system for each. Built from inside a brokerage, Navium reflects how independent real estate offices actually operate, not how enterprise platforms assume they do.
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AI texting assistant for mortgage loan officers using Bonzo. It replies to leads instantly, follows up only in the pipeline stages the loan officer allows, helps book appointments, honors STOP and quiet hours, and logs everything back into Bonzo.
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Opentime is a comprehensive web-based application designed to streamline time management and activity reporting for businesses of all sizes. It offers a suite of tools that enable users to efficiently track work hours, manage projects, handle financials, and oversee human resources tasks. With its user-friendly interface and customizable features, Opentime aims to enhance productivity by providing real-time insights into project progress, resource allocation, and financial performance. Accessible from any device, including mobile platforms, Opentime ensures that teams can collaborate effectively, whether in the office or remotely. Key Features and Functionality: - Time Tracking: Accurately record time spent on various tasks and projects, facilitating precise billing and resource management. - Project Management: Plan, monitor, and adjust project timelines and workloads to ensure timely delivery and optimal resource utilization. - Financial Management: Generate quotes and invoices, manage expenses, and perform analytical accounting to maintain financial health. - Human Resources Management: Handle leave requests, track absences, manage expense reports, and integrate with payroll systems for seamless HR operations. - Customization: With over 500 configurable settings, tailor the platform to meet specific organizational needs and workflows. - Reporting and Analytics: Access detailed reports and dashboards to gain insights into time usage, project status, and financial metrics. Primary Value and Solutions Provided: Opentime addresses the common challenges of time mismanagement, project delays, and administrative inefficiencies by offering an integrated platform that centralizes essential business functions. By providing real-time data and customizable tools, it empowers organizations to make informed decisions, improve operational efficiency, and enhance overall productivity. The platform's adaptability ensures it can cater to various industries and business sizes, making it a versatile solution for companies seeking to optimize their time and resource management processes.
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RangeFlow is a powerful email outreach tool that helps you automate your email outreach process without having to leave your favorite apps – Google Sheets and Gmail. RangeFlow makes it easy for you to segment your prospects and create targeted outreach and follow-up emails. Plus, since RangeFlow uses SMTP to send emails, you can connect your AWS, Gmail, Office 365, Microsoft Exchange or any other email service in a matter of minutes. With RangeFlow, you can avoid making the mistake of reaching out to the same prospect twice by automatically detecting invalid and duplicate emails, and filtering out any prospects that have been previously contacted. Before sending a batch of emails, our system performs a “No Bounce” check to filter out bad emails and decrease the bounce rate. Additionally, we skip spam filters and improve deliverability by sending emails one by one with irregular frequency so that they look natural and have a higher chance of reaching your prospect’s inbox. Finally, RangeFlow helps you manage your pipeline by giving you the ability to see your email opens in real-time, create follow-up emails based on key signals, and organize your prospects within your inbox. Plus, you can invite teams, assign roles, and work together on pipelines – all from your Google Sheets. Gain insights about the number of emails opened replies received and any bounces.
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Kraya AI — WhatsApp CRM & Sales Automation for Indian SMBs Kraya AI is a WhatsApp-native CRM and sales automation platform built specifically for Indian small and medium businesses managing 20 to 300 inbound leads per day. Trusted by 600+ clients across India, Kraya helps sales teams stop losing leads to slow responses, missed follow-ups, and unorganised pipelines — all without leaving WhatsApp. The Problem Kraya Solves Most Indian SMB sales teams run on personal WhatsApp numbers with no system, no structure, and no visibility. Leads go cold in 4+ hours because nobody responded in time. Follow-ups are forgotten. There's no way to know which rep handled which lead. Kraya fixes all of this. Key Features WhatsApp CRM Dashboard — Manage all your WhatsApp leads from a single organised dashboard. Assign leads to team members, add tags, set pipeline stages, and track every conversation without switching apps. AI Auto-Reply Agent — Instantly respond to new inbound leads with intelligent, context-aware replies the moment they message you. Cut your average lead response time from hours to under 3 minutes. Automated Follow-Up Sequences — Build multi-step follow-up flows that trigger automatically based on lead behaviour. Send timed follow-ups, reminders, and nurture messages without manual effort. Chrome Extension — Works directly inside WhatsApp Web. Install Kraya's Chrome plugin and get CRM tools — tags, reminders, lead stages, saved notes — layered on top of your existing WhatsApp without changing how your team works. Lead Assignment & Round-Robin — Automatically distribute new leads across your sales team using round-robin assignment rules, with push alerts to ensure no lead sits unattended. Pipeline & Analytics — Get a real-time view of where every lead stands. Track response rates, conversion stages, follow-up completion, and rep performance from one dashboard. WhatsApp Business API Integration — Built on the official Meta WhatsApp Business API for teams that need scale, broadcast messaging, and green-tick verification. Who It's For Kraya is built for Indian businesses in real estate, education, coaching, financial services, healthcare, and D2C — any team where WhatsApp is the primary sales channel and lead volume is high. Results Our Clients See 52% increase in demo bookings (education sector client, Delhi) Lead response time reduced from 5 hours to 7 minutes (real estate client, Pune) 40% productivity improvement across sales teams 20% increase in client retention through automated nurture sequences Get started at kraya-ai.com — free trial available.
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GuestLogic is a cloud property management system for independent hotels and motels, made by hotel owners for owners who get operations. - Set up from your own reports: upload the reservations report your current system prints; rooms, room types and rates are read from it, and your past and future stays come across. - Test before you commit: your own account opens in test mode — every screen works, every payment is marked test. - The front desk on a computer or a phone: arrivals, in-house, departures, the room board, check-in and check-out walkthroughs with a signed registration card. - The back office: rate plans, housekeeping by building, folios and ledger, a night audit that checks the money before it rolls the day, reports. - Connected by us within 24 hours of your ask: Stripe card payments, and Expedia and Booking.com through the Channex channel manager. Switching systems and short of time? We get your channels live for you. - More than the desk: sales-and-events automation (inquiry form, quotes, BEOs, pipeline) and hiring automation (job posts, interview booking, reminders, offer letters) in the same account. Free while you test. Support is a person at support@guestlogic.ai.
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TNET is a comprehensive trust accounting software suite developed by HWA International, designed to streamline trust and fund administration for financial institutions. It offers two primary components: TNET FrontOffice and TNET BackOffice, each tailored to enhance specific aspects of trust operations. Key Features and Functionality: - TNET FrontOffice: - Customer Relationship Management (CRM: Robust tools to manage and analyze client interactions, aiding in client retention and sales growth. - Workflows: Customizable workflows for sales pipeline management, account onboarding, and trust operations, including multi-level approvals. - Compliance Management: Integrated workflows to simplify compliance tasks such as Reg 9 reviews and administrative reviews. - Manager Dashboards: Customizable dashboards providing insights into sales pipelines, assets under management, and other key metrics. - TNET BackOffice: - Core Accounting Functions: Handles income and principal separation, open month and year-end processing, and transaction generation. - Bulk Processing: Efficiently manages large volumes of transactions. - Flexible Reporting: Offers "as of" reporting capabilities for accurate financial analysis. - Security and Compliance: Strong user security measures and audit logs ensure compliance with government agency requirements. - Modular Add-ons: Optional modules for asset allocation, performance analysis, check writing, document imaging, and more, allowing customization to meet specific business needs. Primary Value and Solutions Provided: TNET addresses the complexities of trust administration by offering a flexible, scalable, and user-friendly platform that integrates CRM, workflow automation, compliance management, and core accounting functions. It enables trust professionals to efficiently manage client relationships, streamline operations, ensure regulatory compliance, and adapt to evolving business requirements. By providing a modular system, TNET allows organizations to tailor the software to their specific needs, ensuring they only pay for the functionalities they require. This adaptability makes TNET a valuable solution for banks, trust companies, family offices, and other financial institutions seeking to optimize their trust and fund accounting processes.