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Description
The most effective approach to collaborating with individuals beyond your organization involves utilizing shared workspaces designed for prospects, clients, investors, and collaborators. Elevate the customer journey from initial demonstrations to onboarding and further stages. Oversee the entire customer lifecycle while gathering engagement data throughout the process. Clients will always have a reliable go-to resource for their needs. It serves as a centralized hub that consolidates all your links, PDFs, meeting notes, project timelines, proposals, and much more. Integrate your preferred tools, from Figma to Google Slides and Vimeo, to streamline operations. Navigate intricate deals and facilitate smooth customer onboarding. Transition away from spreadsheets; instead, develop a collaborative mutual action plan with clients, track progress, synchronize deadlines, delegate tasks, and provide a platform for comments and file uploads. Achieve personalization on a large scale by crafting branded environments filled with tailored content. Encourage customers to share their insights and propel projects forward, allowing them to comment on ongoing work and upload essential resources. This fosters a more engaged and productive relationship between you and your customers.
Description
Boost your deal closing rate by delivering highly personalized offers to potential clients through a customized microsite, allowing you to effectively group the content for greater influence, engage in direct conversations with prospects, send tailored email reminders, and much more. The initial interaction is the starting point of your personalized connection with each prospect, which evolves from the proposal stage to the signing phase, and ultimately transitions into onboarding. Envivo serves as your comprehensive solution for managing all client-related activities. It allows you to address inquiries, present offers, share important documents, and oversee contracts and onboarding processes seamlessly. With Envivo, you engage in meaningful dialogue with both customers and prospects, who can conveniently access your offers from any device, whether it be a smartphone, tablet, or laptop. This innovative platform consolidates all your sales activities, eliminating the need for endless emails, phone calls, and scattered documents, and ensures that the entire sales process occurs within a single digital environment. As a result, you can focus on building stronger relationships with your clients while streamlining your operations.
API Access
Has API
API Access
Has API
Integrations
HubSpot CRM
HubSpot Customer Platform
Salesforce
Adobe Acrobat Sign
Box
Caliza
ForgeRock
FreshBooks
Google Drive
Google Pay
Integrations
HubSpot CRM
HubSpot Customer Platform
Salesforce
Adobe Acrobat Sign
Box
Caliza
ForgeRock
FreshBooks
Google Drive
Google Pay
Pricing Details
$29 per month
Free Trial
Free Version
Pricing Details
€19 per month
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
Dock
Country
United States
Website
www.dock.us
Vendor Details
Company Name
envivo.io
Founded
2012
Country
Germany
Website
www.envivo.io
Product Features
Sales Enablement
Collaboration
Contact Management
Content Management
Document Management
Goals / Quota Management
Lead Management
Meeting Management
Performance Management
Presentation Management
Proposal Management
Territory Management
Training Management
Product Features
Sales Engagement
CRM Integration
Call Scripts / Call Steps
Email Sequences
Email Tracking / Automation
Lead Management
Reporting / Analytics
Sales / Voice Dialer
Sales Automation
Search
Task Management
Templates
Workflow Management