Compare GhostDraft vs. PlanSource

Shape Software's purpose-built sales and marketing automation software empowers you to manage all aspects of your business from one platform. The cloud-based software from Shape offers many tools to help you manage and automate your online marketing, promotions via text, email and digital marketing ads, capture leads from online sources, nurture prospects and customers and project manage your day. You can also offer customers a secure portal to streamline your intake processes, systematically score leads with ShapeIQ, and run detailed custom reporting. Start growing your revenue with Shape's flexible suite of services today.

Your employees can connect to everything they need to do the job. iTacit is more than an employee app. It gives your front-line access to email-free messages and training, a social intranet as well as digital forms, checklists, and other resources. Better engagement starts with hiring and continues through employee retention. iTacit makes it easy to streamline recruitment, onboarding, training, as well as setting performance goals and standards. Keep an eye on your workforce's progress. Give your team the tools and training they need to succeed and watch them grow. iTacit can reduce or eliminate in-person training, track compliance, and offer independent learning paths for employees. Multiple teams working together and a large front-line workforce can pose challenges. Your business and customer success depend on a skilled workforce. This means you will already face the challenges of segmenting communications, managing compliance records, and other tasks.

Macaw AMS can be used to sell Insurance. Macaw AMS can be used by brokers, MGAs or MGUs, Program Managers, and Lloyds Coverholders to automate their operations. Macaw AMS was built with a customer-centric approach. It supports CRM, Sales and Underwriting. Customers, producers, and service providers can access self-service portals. Macaw AMS has built-in Document Management and Task Management capabilities. It is equipped with adaptors that allow for integrated and in-flow services such as eSignature, Payments, OFAC checks, Mass Emailing, Computer Telephony, and Mass Emailing, using 3rd Party Services. The data analytics part of Macaw AMS offers powerful data visualization with predefined dashboards, allowing users to easily upload datasets and view dynamic charts for clear, multi-dimensional insights. Interactive, real-time visualizations help uncover trends and insights, driving informed decision-making. Macaw AMS is hosted on cloud and tested for cybersecurity. The database is relational, and the core components of the Java-based application are written in Java. Macaw AMS is capable of processing 500-1000 policies per day at its peak. Macaw AMS is expected reduce per policy costs by 30%.

Creatio is a global vendor of an agentic AI-native no-code platform designed to automate workflows and CRM with a maximum degree of freedom. Powered by intuitive no-code development, visual process design, and embedded AI, the Creatio platform enables organizations to build and evolve applications of any complexity and scale—supporting both structured and unstructured workflows, advanced analytics, and flexible dashboards. By empowering business users alongside IT, Creatio reduces application development time by up to 10× and accelerates time-to-value. At the core of the platform are AI agents that can understand context, analyze data, make decisions, and execute tasks across end-to-end workflows. This agentic approach allows organizations to automate entire business processes, not just individual tasks—driving efficiency, agility, and measurable business outcomes. Creatio also provides a rich marketplace of pre-built applications, connectors, and industry-specific solutions, enabling rapid deployment and continuous innovation. Built on a modern, AI-native architecture, the platform ensures seamless integration and adaptability within any digital ecosystem. Creatio CRM is a full-featured suite for marketing, sales, and service automation, unified on the same agentic no-code platform with embedded AI agents. Organizations can deploy it as a complete CRM suite or as modular solutions, gaining the flexibility to scale while maintaining a single, intelligent system of engagement.

Propel is a modern, AI-powered cloud platform built for how manufacturers work today. It unifies Product Lifecycle Management (PLM), Quality Management System (QMS), and Product Information Management (PIM) into one intelligent system, giving teams a connected, always-accurate view of their products. With AI embedded across the platform through Propel One, manufacturers can automate routine work, surface insights faster, and make better decisions with confidence. AI continuously learns from product data to proactively flag risks, highlight trends, and guide next best actions across teams. Instead of relying on spreadsheets, siloed tools, and manual handoffs, teams manage product data, changes, and quality processes in a single governed environment with full traceability. Propel creates a true digital product record that spans design, development, manufacturing, commercialization, and continuous improvement. Built-in workflows standardize change management, streamline quality events, and support compliance without slowing teams down. Trusted by medical device, high tech, and industrial manufacturers, Propel helps organizations reduce errors, shorten cycle times, and improve collaboration across engineering, quality, operations, supply chain, and product teams. The result is faster launches, higher product quality, and a more resilient foundation for growth as products and processes become more complex. Propel has been recognized by Deloitte as a fast-growing technology company and named to the Inc. 5000 list of fastest-growing private companies, reflecting strong customer adoption and momentum helping manufacturers modernize how they build, manage, and deliver products. Designed to scale with growing products, teams, and regulatory demands.

Predict360, by 360factors, is a risk and compliance management and intelligence platform that automates workflows and enhances reporting for banks, credit unions, financial services organizations, and insurance companies. The SaaS platform integrates regulations and obligations, compliance management, risks, controls, KRIs, audits and assessments, policies and procedures, and training in a single cloud-based SaaS platform and delivers robust analytics and insights that empower customers to predict risks and streamline compliance. Happy with your current GRC but lacking a true analytics and BI tool for intuitive executive and Board reports? Ask about Lumify360 from 360factors - a predictive analytics platform that can work alongside any GRC. Keep your process management workflows intact while providing stakeholders with the timely reports and dashboards they need.

Act! Advantage, a full front-office CRM solution with all-new functionality that unites sales, marketing, and customer management in one intuitive, affordable platform, is the culmination of nearly four decades of feedback. Every feature is designed to reflect how today’s SMBs run their businesses and helps them stay organized, attract new customers, and turn relationships into results. Act! Advantage includes the largest injection of new functionality in Act’s history, broadening its footprint across your entire front office, and reducing your need for costly, third-party tools. Additionally, you can select the perfect fit, cost-effective tier to meet your current needs with peace of mind knowing that Act! will grow with you.

Service Center by Office Ally is trusted by more than 80,000 healthcare providers and health services organizations to help them take complete control of their revenue cycle. Service Center can verify patient eligibility and benefits, submit, correct, and check claims status online, and receive remittance advice. Accepting standard ANSI formats, data entry, and pipe-delimited formats, Service Center helps streamline administrative tasks and create more efficient workflows for providers.

Sendbird provides AI-powered omnichannel communication solutions, including AI agent for customer service, Chat API, and Business Messaging for seamless customer conversations across mobile apps, websites, social media, and more. Our platform supports iOS, Android, JavaScript, Unity, and .NET. Sendbird’s AI Agent Platform enables businesses to automate customer support across a wide range of channels, including SMS, web, mobile apps, and social media. This solution leverages AI to provide proactive, continuous support by anticipating customer needs and engaging them on their preferred platforms. Businesses can build and manage their own AI agents with an easy-to-use interface, ensuring smooth customer interactions. The platform integrates seamlessly with existing systems, providing businesses with insights into customer conversations, improving agent performance, and offering reliable support in high-traffic environments.

Aircall transforms business communications with an intelligent, cloud-based phone system built for modern sales and customer support. More than just a calling tool, it provides an all-in-one hub that connects phone, SMS, and WhatsApp conversations in a single platform. Its AI Assist Pro feature delivers real-time coaching during calls and simplifies follow-up, enabling reps to sell smarter and resolve support issues faster. Teams can leverage advanced capabilities like call routing, IVR, analytics dashboards, and power dialers to maximize efficiency. With integrations across Salesforce, HubSpot, Zendesk, Intercom, Shopify, and 250+ other apps, Aircall seamlessly fits into existing workflows. Businesses benefit from reliable call quality, international number coverage, and scalable features that grow with their needs. Customer stories highlight improvements such as a 4% increase in CSAT scores and the ability to process 25,000+ calls per month with stability and ease. Aircall makes customer conversations more personal, productive, and impactful—without the complexity of traditional systems.