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Average Ratings 0 Ratings

Total
ease
features
design
support

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API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

AppEQ.ai
Desktop.com
Freshdesk
Gmail
Google Calendar
HubSpot CRM
HubSpot Customer Platform
Intercom
Kleene
Lantern
Mailchimp
Mailchimp Transactional Email (Mandrill)
Microsoft Outlook
Pendo
Salesforce
Segment
Slack
WWS Open API
Zapier
Zendesk

Integrations

AppEQ.ai
Desktop.com
Freshdesk
Gmail
Google Calendar
HubSpot CRM
HubSpot Customer Platform
Intercom
Kleene
Lantern
Mailchimp
Mailchimp Transactional Email (Mandrill)
Microsoft Outlook
Pendo
Salesforce
Segment
Slack
WWS Open API
Zapier
Zendesk

Pricing Details

£40 per user
Free Trial
Free Version

Pricing Details

No price information available.
Free Trial
Free Version

Deployment

SaaS
iPhone
iPad
Android
Windows
Mac
Linux

Deployment

SaaS
iPhone
iPad
Android
Windows
Mac
Linux

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Vendor Details

Company Name

FastDox

Founded

2018

Country

United Kingdom

Website

fastdox.co.uk

Vendor Details

Company Name

Planhat

Founded

2014

Country

Sweden

Website

www.planhat.com

Product Features

AML

Behavioral Analytics
Case Management
Compliance Reporting
Identity Verification
Investigation Management
PEP Screening
Risk Assessment
SARs
Transaction Monitoring
Watch List

CRM

Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management

Digital Signature

Audit Trail
Authentication
Auto Reminders
Customizable Templates
Document Analytics
Mobile Signature
Multi-Party Signing
Progress Tracking
Task Progress Tracking

Lead Management

Activity Tracking
Campaign Management
Lead Capture
Lead Distribution
Lead Nurturing
Lead Scoring
Lead Segmentation
Pipeline Management
Prospecting Tools
Source Tracking

Product Features

Account Planning

Account Segmentation
Account Tracker
Annual Account Plan
Communication Matrix
Competitor Stacking
Dashboard
Performance Metrics
Relationship Mapping
Trend Monitoring
White Space Analysis

Customer Data Platforms (CDP)

Behavioral Analytics
Campaign Management
Customer Profiles
Customer Segmentation
Data Integration
Data Matching
GDPR Compliance
Personalization
Predictive Modeling

Customer Success

Account Alerts
Account Management
Communication Management
Customer Engagement
Customer Lifecycle Management
Health Score
Onboarding
Revenue Management
Usage Tracking / Analytics
Win / Loss Analysis

Alternatives

Alternatives