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Average Ratings 0 Ratings

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ease
features
design
support

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Write a Review

Description

Fractional Workspace is designed exclusively for fractional executives rather than being a modified version of a standard CRM or project management system. It encompasses the complete engagement lifecycle within a single platform: utilizing AI for opportunity analysis that interprets your prospect notes and suggests offers from your pricing library, generating proposals that auto-fill, facilitating online signatures without the need for DocuSign, and providing client workspaces that include action items, meeting summaries, and a decision log. This unique tool integrates pipeline management, proposal creation, and daily client operations seamlessly for independent professionals juggling several clients, ensuring an efficient workflow tailored to their specific needs. Unlike other solutions, it focuses solely on the requirements of fractional executives, enhancing their productivity and organization.

Description

Contract Lifecycle Management Suite (CLM), which is built on a no code platform, offers fully customizable best practices functionality for buy-side and sell-side contract management. Convert image files from.jpg to.png, and.pdf into searchable documents. The original image is retained. With Word and PDF templates, users can arrange data in printable, distributable formats that can either be attached to records or emailed out to stakeholders. Our redlining feature allows you to compare different versions of documents and create audit trails for all edits. One click creates a complete contract. You can easily insert dates, fields, formulas, and other information into a document without the need for ActiveX or client-side programs. Your Agiloft knowledgebase allows you to convert Microsoft Word files into PDFs or Word files into PDFs. To collect digital signatures, integrate with Adobe Sign and DocuSign when contracts are ready to sign.

API Access

Has API

API Access

Has API

Screenshots View All

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Integrations

Adobe Acrobat Sign
Ameego
Docusign
Microsoft Teams
Microsoft Word
Slack

Integrations

Adobe Acrobat Sign
Ameego
Docusign
Microsoft Teams
Microsoft Word
Slack

Pricing Details

$29/month
Free Trial
Free Version

Pricing Details

$8000 For 5 Users Per Year
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

Fractional Workspace

Founded

2026

Country

United States

Website

www.fractionalworkspace.com

Vendor Details

Company Name

Koho Consulting

Founded

2011

Country

United States

Website

www.kohoconsulting.com

Product Features

Project Management

Agile Methodologies
Budget Management
Client Portal
Collaboration Tools
Cost-to-Completion Tracking
Customizable Templates
Gantt Charts
Idea Management
Kanban Board
Milestone Tracking
Portfolio Management
Resource Management
Time & Expense Tracking
Traditional Methodologies

Product Features

Contract Management

Buy Side (Suppliers)
Completion Tracking
Compliance Tracking
Contract Lifecycle Management
Electronic Signature
Full Text Search
Government Contracts
Pre-built Templates
Sell Side (Customers)
Specialty Contracts
Version Control
Workflow Management

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