Software Description:Rocketlane is a client-focused project management platform designed for customer onboarding, implementation, and Professional Services Automation. It streamlines collaboration, automates updates, and enhances project visibility. With features like resource management, budgeting, and time tracking, teams can deliver projects on time and within budget.
Software Description:Precursive OBX is a Salesforce-native professional services automation and customer onboarding solution. It optimizes project management, resource planning, billing, and reporting for SaaS and professional services teams. With real-time insights and automation, Precursive OBX accelerates service delivery and improves customer success.
Software Description:WorkRamp is a unified Learning Cloud for enterprises, enabling scalable training for employees, customers, and partners. It simplifies compliance, automates workflows, and supports content imports from EasyLlama, OpenSesame, and Go1. Build and launch engaging training easily at scale.
Software Description:GUIDEcx is a client onboarding and project management platform that improves team efficiency and customer engagement. With automation, role-based views, CRM integrations, and intelligent forecasting, GUIDEcx keeps projects on track. It enables seamless collaboration and provides expert support to maximize onboarding success.
Software Description:Fieldguide is an AI-powered audit and advisory platform that automates the entire engagement lifecycle. Trusted by top firms, it supports frameworks like SOC 2, HITRUST, and PCI, centralizes workflows, enhances collaboration, and boosts team productivity to improve revenue and client satisfaction.
Software Description:Motion.io combines client portals with project management in a single platform, automating workflows and improving client experience. It offers white-labeled portals, embeddable tools, loginless access, task automation, and a progress tracker, all aimed at streamlining client work and project management.
Software Description:valid8Me is an AML compliance and client onboarding platform that reduces onboarding times by up to 90% and cuts AML costs by up to 50%. It simplifies due diligence and compliance reporting, offering a secure, efficient experience for regulated businesses and their clients.
Features
Reusable Digital Identity Vault
Advanced Identity Verification with Liveness Detection
Comprehensive Audit Trail and Compliance Reporting
Software Description:FollowUp CRM is a construction-focused sales and bid-tracking CRM that helps contractors stay organized, manage leads, and increase sales. It replaces spreadsheets, tracks activities, and provides actionable analytics, all designed to help contractors win more contracts and improve communication with teams.
Software Description:FuseBase (formerly Nimbus) is an AI-powered collaboration tool for professional services. It offers white-labeled client portals, real-time editing, Kanban boards, and a drag-and-drop document builder with 2,000+ integrations. The AI assistant automates workflows, enhances productivity, and optimizes operations.
Software Description:Scope is a real-time workspace that combines project management tools, contextual chats, and document management, enabling seamless collaboration among teams, customers, and vendors. It offers intuitive tools for organizing, planning, executing, and tracking projects, enhancing communication and customer satisfaction.
Software Description:Fiverr Enterprise is a cloud-based solution for managing freelancers, covering hiring, onboarding, payment, and compliance. It helps businesses work faster and grow by providing an efficient platform to manage remote teams, part of Fiverr International LTD., a trusted global freelance marketplace.
Software Description:Process Street is an AI-powered Process Management Platform that helps teams document and automate workflows with no code. From employee onboarding to client onboarding and tenant screening, it streamlines operations for efficiency. Trusted by 3,000+ businesses, it ensures consistency, compliance, and productivity.
Software Description:Agree&Sign streamlines complex approval workflows and remote consultations in one secure platform. Ideal for client and partner onboarding, it integrates contract management, forms automation, and proposals to digitize the final steps of the customer journey.
Software Description:CogniSaaS is a project management and onboarding platform that integrates with existing tools to enhance cross-functional collaboration. It helps enterprise SaaS businesses streamline customer onboarding, track delivery status, and manage multiple projects, ensuring faster time to value and improved resource management.