Average Ratings 0 Ratings
Average Ratings 0 Ratings
Similar Products
-
JotformTrusted by over 25 million users worldwide, Jotform is an all-in-one platform that simplifies data collection, workflow automation, and online sales, all without coding. With Jotform’s drag-and-drop Form Builder, businesses can create customized forms and surveys to collect leads, contact information, payments, appointments, and e-signatures with ease. Choose from over 10,000 templates for everything from feedback surveys to registration forms, or build your own from scratch. Jotform's advanced features, such as conditional logic, autoresponders, and over 200 integrations, further streamline processes. In addition, Jotform's AI-powered Agents offer real-time customer support by guiding users through the form submission process, answering questions, and ensuring a smooth experience, all while reducing the need for manual intervention. With Jotform’s Store Builder, you can also set up an online store, sell products, services, and subscriptions, collect donations, and receive payments through 30+ supported payment gateways. Finally, Jotform’s tools like Approvals, PDF Editor, and Report Builder help businesses transform collected data into actionable insights and automate workflows for even greater efficiency.
-
TitanPartnering with Salesforce, Titan Forms and Apps are a game-changer in the industry, making the world’s number #1 CRM accessible, and effortless for anyone to use. At the touch of a button, and with zero code, experience strength, speed, and agility for Salesforce Forms and your business processes. Slash time to market, nuke code, and tackle any use case on a single platform. Our best-of-breed forms and applications for Salesforce cater to any industry and it’s our mission to provide custom solutions for difficult problems. Build beautiful web portals, sign documents, generate docs, send surveys, automate contracts, fill out Salesforce forms, and so much more in just a few simple clicks. No code required and with our new AI assistant you can build even faster and with fewer errors. We are the only product on the market that empowers you to send data to Salesforce and pull it back in real-time without any development or added expense. Our customers and partners are the heartbeat of Titan. If you need a feature, simply request it via our Titan X Lab and we will consider it for our roadmap! So what’s stopping you? Schedule a demo today.
-
SurveyJSSurveyJS is a set of four open-source JavaScript libraries that offer the benefits of a tailor-made in-house survey application, while considerably reducing the time and resources needed to deploy the system. These libraries are independent of specific server code or database requirements and seamlessly integrate with popular JavaScript frameworks, including React, Angular, Vue.js, jQuery, Knockout, and more. They are designed to communicate with any server that can handle JSON requests, ensuring compatibility with various server architectures and databases. The product family is composed of: - An open-source MIT-licensed rendering library that renders dynamic JSON-based forms in your web application, and collects responses. - A self-hosted drag & drop form builder that features an integrated CSS-based theme editor and a GUI for conditional rules. It automatically generates JSON definitions (schemas) of your forms in real time. - PDF Generator, a library that renders SurveyJS surveys and forms as PDF files in a browser; - The Dashboard library that allows you to simplify survey data analysis with interactive and customizable charts and tables. Visit our website to try out and evaluate our full-scale demo for free.
-
UnFormUnForm is a powerful enterprise document management and process automation solution that seamlessly integrates with any application. Our platform-independent, fully browser-based solutions provide the ability to create, deliver, capture, index, route, and store documents from start to finish so that a transaction’s entire life cycle can be accessed with one easy search. Our data extraction and workflow capabilities enable the automation of data entry-intensive processes. UnForm.Cloud, a hosting service for UnForm Document Management, is a perfect fit for those who are running cloud-based ERP systems or looking for a solution with no hardware to purchase, manage, or maintain. Implementing UnForm has never been easier. Backed by a proven hosting vendor, Oracle, you have the peace of mind knowing your data is safe and secure with well-managed data centers and cross-region backups, ensuring reliable and continues access to your data when you need it.
-
Process StreetProcess Street is the Compliance Operations Platform built for teams that need to move fast without breaking standards. It combines document control, workflow automation, and AI-powered oversight in a single system so every policy is followed, every step is tracked, and every audit is effortless. Unlike legacy GRC tools or static SOP docs, Process Street turns compliance into a living system. Policies are documented in governed, version-controlled Pages. Those policies are executed through dynamic workflows with built-in task assignment, approvals, and forms. Every action is logged, monitored, and optimized in real time by Cora, our AI compliance agent. Used across industries like financial services, real estate, healthcare, and manufacturing, Process Street helps teams automate employee onboarding, streamline audits, manage policy updates, enforce vendor reviews, and run critical processes at scale. No code required. No micromanagement. Just proof that work gets done right, every time. Companies like Salesforce, Colliers, Drift, and Hartford Healthcare trust Process Street to eliminate busywork, improve operational visibility, and reduce compliance risk across the business. With native integrations, role-based access, audit trails, and ISO-aligned workflows, it is the platform that makes compliance a competitive advantage. From onboarding to audits, Process Street is how high-stakes teams enforce standards, automate execution, and prove compliance by default.
-
MindCloudMindCloud is an enterprise-ready integration platform for connecting applications, automating workflows, and moving data reliably across business systems. Teams can build integrations using APIs, webhooks, EDI, FTP-based file transfers, scheduled processes, and automated imports and exports. Use MindCloud to synchronize data in real time, transform records between different data models, eliminate duplicate entry, and orchestrate workflows across CRM, ERP, ecommerce, accounting, marketing, and operational systems. MindCloud combines a powerful low-code platform with an experienced integration delivery team. Organizations can build and manage their own workflows or work with MindCloud’s solutions engineers to scope, build, launch, and support production integrations—without diverting internal engineering resources. Connect to more than 3,000 applications, including Salesforce, HubSpot, NetSuite, QuickBooks Online, QuickBooks Desktop, BigCommerce, Shopify, monday.com, ServiceTitan, Acumatica, Walmart, Amazon, eBay, Airtable, Google Sheets, and many more. Connect to anything. Automate everything.
-
SurveySparrowA platform for managing Omni-channel Experiences. You can do more than just survey. Power-up your experience management programs. All touch points can have an omnichannel experience. All data in one location. You can customize and share email surveys to increase open-rates. You can customize the subject, body, or share from an email address you choose. White-label your emails, and share. For feedback, share a QR code that can be scannable. Share the code with respondents. Respondents can scan the code to access the survey and take it. Generate multiple unique survey links for sharing surveys. These links can be tracked and used to measure survey performance. You can white-label your survey by using Custom Domain. You can embed surveys to engage customers and visitors on your website. You can embed the survey as a popup card, chatbot on your website, or inline embed. Our mobile SDK allows you to quickly create surveys and collect actionable information.
-
Resco Inspections+Resco Inspections+ is a versatile digital solution designed for industries like construction, manufacturing, oil and gas, nonprofits, utilities, and property management. The platform helps organizations move away from paper forms by transforming audits, inspections, surveys, and checklists into fully customizable digital workflows. With native integration with Dynamics 365 and Salesforce, it allows you to extend CRM/ERP data beyond the office, ensuring you can collect and update field data effortlessly. The offline-first architecture is essential for environments where connectivity is unreliable, such as remote oil rigs, construction sites, garages, or even crowded cities. Field technicians, auditors, and inspectors can capture critical data without interruption, and the advanced sync engine ensures it syncs automatically once a connection is available. Inspections+ includes a drag-and-drop questionnaire builder with smart questions, business logic, rules, and media capture, enabling easy no-code customization for safety checks, compliance reports, or trial audits. With real-time data insights, organizations can streamline processes, reduce errors, and make informed decisions on the go.
-
FormAssemblyFormAssembly allows organizations to take control over the data collection process. Our web-based platform allows companies to streamline old processes and drive business initiatives in any industry. Our platform seamlessly integrates with Salesforce and other business platforms, increasing efficiency across the organization. Furthermore, our advanced security and compliance standards instill confidence.
-
Interfacing Integrated Management System (IMS)Interfacing’s Integrated Management System (IMS ) is an AI-supported platform that brings BPM, QMS, Document Control, and GRC together in one environment. Teams use IMS to design and manage processes, govern documentation, oversee risks, and demonstrate compliance with complete visibility and reliable audit evidence. Built for sectors that depend on strict oversight, such as aerospace, life sciences, public sector, and financial services, IMS offers real-time monitoring, automated workflows, and AI-driven analytics that strengthen quality and lower operational exposure. The system is ISO 27001 certified and validated for 21 CFR Part 11, ensuring secure and compliant use in regulated operations. IMS also provides low-code automation, process mining, audit tools, training management, CAPA workflows, and dashboards that help organizations improve performance and maintain regulatory control. AI enhances governance, improves precision, and supports continuous compliance.
Description
Intely offers an intuitive user interface that allows users to navigate with ease. Users can submit intricate technical inquiries without needing to understand complex coding. Intely consolidates data from all your systems, ensuring that you have the information you require at any time and from any location. With our ready-to-use templates, implementing new solutions becomes a seamless process. Thanks to Intely's advanced solutions, you can access detailed and organized healthcare data whenever necessary. The platform also enables you to effortlessly design your own forms, quizzes, and surveys. You can easily integrate with other applications to enhance your workflows. Engaging with your audience should be straightforward and budget-friendly. Tailor it to your brand and automatically deliver it to recipients or embed it directly on your website. Eliminate the manual tasks associated with outreach and data collection, allowing you to focus on what truly matters. Ultimately, Intely empowers you to streamline your processes and enhance your productivity.
Description
onPhase is a comprehensive financial automation platform that helps businesses optimize their back-office operations. By automating processes like invoice capture, approvals, and payments, onPhase reduces manual errors and speeds up workflows. The AI-powered system ensures that invoices are processed accurately through intelligent 2-way, 3-way, or 4-way matching, improving financial transparency. It also provides powerful document management capabilities, keeping contracts, W-9s, and receipts secure and audit-ready. The platform integrates with leading ERP systems like NetSuite, SAP, and Microsoft Dynamics, ensuring smooth data flow across various systems and real-time updates, which enhances organizational efficiency. With onPhase, companies can focus more on strategic tasks while automating routine back-office functions.
API Access
Has API
No
API Access
Has API
Yes
Integrations
Acumatica Cloud ERP
No
Dealertrack DMS
No
DrChrono
Yes
Google Calendar
Yes
Google Sheets
Yes
HubSpot CRM
Yes
Infor CloudSuite Corporate
No
Infor CloudSuite ERP
No
Infor M3
No
Intergy EHR
Yes
Integrations
Acumatica Cloud ERP
Yes
Dealertrack DMS
Yes
DrChrono
No
Google Calendar
No
Google Sheets
No
HubSpot CRM
No
Infor CloudSuite Corporate
Yes
Infor CloudSuite ERP
Yes
Infor M3
Yes
Intergy EHR
No
Pricing Details
No price information available.
Free Trial
No
Free Version
No
Pricing Details
Please contact onPhase for pricing details.
Free Trial
No
Free Version
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Deployment
Web-Based
Yes
On-Premises
Yes
iPhone App
Yes
iPad App
Yes
Android App
Yes
Windows
Yes
Mac
Yes
Linux
Yes
Chromebook
Yes
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Customer Support
Business Hours
Yes
Live Rep (24/7)
Yes
Online Support
Yes
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
Yes
In Person
No
Types of Training
Training Docs
Yes
Webinars
Yes
Live Training (Online)
No
In Person
Yes
Vendor Details
Company Name
intely.io
Founded
2021
Country
United States
Website
www.intely.io
Vendor Details
Company Name
onPhase
Founded
2000
Country
United States
Website
www.onphase.com
Product Features
Business Process Management
Access Controls / Permissions
Yes
Alerts / Notifications
Yes
Business Process Automation
No
Business Rules Management
No
Collaboration
No
Process Change Tracking
No
Process Mapping
No
Process Modeling & Design
No
Visual Workflow Management
No
Data Entry
Abbreviation Detection
No
Data Capture and Transfer
Yes
Data Cleansing
No
Data Entry Verification
No
Data Search Flexibility
No
Duplicate Detection
No
Flexible Search
No
Image Entry
No
Library Conversion
No
Mis-Keyed Variation Detection
No
Phonetic Variation Detection
No
Electronic Data Capture
Audit Trail
Yes
CRF Tracking
No
Data Entry
No
Data Verification
No
Distributed Capture
No
Document Imaging
No
Document Indexing
No
Forms Management
Yes
Remote Capture
No
Study Management
No
Forms Automation
Approval Process Control
No
Archiving & Retention
Yes
Collaboration
No
Document Indexing
No
Drag & Drop
Yes
Full Text Search
No
Remote Document Access
No
Rules-Based Workflow
Yes
Text Editing
No
Version Control
No
HIPAA Compliance
Access Control / Permissions
No
Audit Management
No
Compliance Reporting
No
Data Security
Yes
Documentation Management
No
For Healthcare
Yes
Incident Management
No
Policy Training
No
Remediation Management
No
Risk Management
No
Vendor Management
No
Integration
Dashboard
Yes
ETL - Extract / Transform / Load
Yes
Metadata Management
No
Multiple Data Sources
Yes
Web Services
No
Lead Generation
Contact Discovery
No
Contact Import/Export
No
Lead Capture
Yes
Lead Database Integration
No
Lead Nurturing
No
Lead Scoring
No
Lead Segmentation
No
Pipeline Management
No
Prospecting Tools
No
Visitor Identification
No
Market Research
Benchmarking
No
Compensation Management
No
Data Management
No
Email / Online
No
Face-to-Face
No
Panel Management
No
Paper-Based
No
Phone-Based
No
Sample Management
No
Statistical Analysis
No
Survey Management
No
No-Code Development
AI-Assisted Development
No
Business Process Automation
No
Collaborative Development
No
Data Aggregation and Publishing
No
Deployment Management
No
Drag & Drop
Yes
Integrations Management
Yes
Iteration Management
No
Performance Monitoring
No
Requirements Management
No
Templates
Yes
Visual Modeling
No
Web / Mobile App Development
Yes
Workflow Management
Yes
Registration
Activity Registration
No
Attendance Management
No
Badge Management
No
Calendar Management
Yes
Class Registration
Yes
Contact Management
No
Event Registration
Yes
Form Builder
No
Group Registration
No
Marketing Management
No
Online Registration
Yes
Onsite Registration
Yes
Payment Processing
Yes
Refund Automation
No
Self Check-In
No
Surveys & Feedback
Yes
Survey
Custom Survey URLs
No
Data Analysis Tools
No
Email Marketing
Yes
Mobile Survey
Yes
Offline Response Collection
Yes
Paper Survey
No
Question Branching
Yes
Question Library
No
Site Intercept Survey
No
Skip Logic
Yes
Supports Audio / Images / Video
No
Product Features
Accounting
Simplify the strain of monotonous duties and lengthy invoice approval processes through accounting automation. This solution enables you to efficiently capture, authorize, and process payments, all while effortlessly connecting with your ERP system.
Accounts Payable
Yes
Accounts Receivable
Yes
Bank Reconciliation
Yes
Billing & Invoicing
Yes
CPA Firms
No
Cash Management
No
Cryptocurrency Support
No
Expense Tracking
Yes
Fixed Asset Management
No
Fund Accounting
No
General Ledger
No
Government
No
Multi-Currency
Yes
Nonprofits
Yes
Payroll Management
No
Project Accounting
No
Purchase Orders
Yes
Tax Management
No
Accounts Payable
Ease the strain of monotonous duties and prolonged invoice approvals by utilizing accounting automation. This solution enables you to efficiently capture, authorize, and process payments, all while effortlessly connecting with your ERP system.
Approval Process Control
No
Bank Reconciliation
Yes
Cash Management
No
Check Writing
No
Duplicate Payment Alert
Yes
Fraud Detection
Yes
General Ledger Entry
No
Vendor Management
Yes
Accounts Receivable
Utilize adaptable and secure payment solutions for both incoming and outgoing transactions. Lower your Days Sales Outstanding (DSO) by offering easy bill payment alternatives for consumers, and protect your profits with incentives for early payments.
ACH Payment Processing
Yes
Billing & Invoicing
Yes
Check Processing
Yes
Collections Management
No
Online Payment Processing
No
Overpayment Processing
No
Partial Payments
No
Receivables Ledger
No
Recurring Billing
No
AP Automation
Reduce the strain of monotonous tasks and lengthy invoice approval processes through accounting automation, which enables you to efficiently capture, authorize, and process payments while effortlessly syncing with your ERP system.
Business Process Management
Docuphase provides an all-encompassing array of smart financial solutions aimed at enhancing predictability, transparency, and operational efficiency. Our offerings encompass Document Management, Invoice and Data Capture, Forms & Workflow, Accounts Payable Automation, and Vendor and Supplier Payment solutions. Each component is crafted to streamline and automate back-office processes, enabling CFOs to concentrate on more critical responsibilities.
Access Controls / Permissions
Yes
Alerts / Notifications
Yes
Business Process Automation
Yes
Business Rules Management
Yes
Collaboration
Yes
Process Change Tracking
Yes
Process Mapping
Yes
Process Modeling & Design
Yes
Visual Workflow Management
Yes
Data Entry
Achieve an impressive 99.99% precision with our advanced OCR technology, enhanced by human expertise, capable of interpreting headers, line items, and handwritten notes. This results in significantly reduced manual data entry time.
Abbreviation Detection
Yes
Data Capture and Transfer
Yes
Data Cleansing
Yes
Data Entry Verification
Yes
Data Search Flexibility
Yes
Duplicate Detection
Yes
Flexible Search
Yes
Image Entry
Yes
Library Conversion
No
Mis-Keyed Variation Detection
No
Phonetic Variation Detection
No
Document Generation
Revolutionizes the way finance departments manage essential paperwork, including contracts, invoices, receipts, financial statements, and purchase orders. DocuPhase offers the capability to convert physical records into digital formats, consolidating these documents into a user-friendly database. This streamlining process not only facilitates easier data storage and retrieval but also bolsters security and ensures compliance with regulations.
Batch Processing
Yes
Collaboration
Yes
Digital Signature
Yes
Interaction Tracking
No
Multiple Output Formats
No
Templates
No
Document Management
Revolutionizing the way finance departments manage essential paperwork like contracts, invoices, receipts, financial statements, and purchase orders, DocuPhase offers a solution that converts physical documents into digital formats. This process consolidates all files into a user-friendly repository, streamlining the storage and retrieval of information while improving security and ensuring compliance with regulations.
Access Controls
Yes
Archiving & Retention
Yes
Collaboration Tools
Yes
Compliance Tracking
Yes
Document Archiving
Yes
Document Assembly
No
Document Capture
No
Document Conversion
No
Document Delivery
Yes
Document Indexing
Yes
Document Retention
Yes
Electronic Signature
Yes
Email Management
Yes
File Recovery
Yes
File Type Conversion
Yes
Forms Management
Yes
Full Text Search
Yes
Offline Access
Yes
Optical Character Recognition
Yes
Print Management
No
Version Control
Yes
Electronic Data Capture
Achieve an impressive 99.99% precision with our advanced OCR technology, enhanced by human support, capable of interpreting headers, line items, and handwritten notes. This innovation significantly reduces the time you would otherwise devote to inputting data manually.
Audit Trail
Yes
CRF Tracking
Yes
Data Entry
Yes
Data Verification
Yes
Distributed Capture
Yes
Document Imaging
Yes
Document Indexing
Yes
Forms Management
Yes
Remote Capture
Yes
Study Management
No
Finance
Ease the strain of monotonous activities and lengthy invoice approval processes with automated accounting solutions. This technology enables you to efficiently capture, approve, and process payments while effortlessly integrating with your existing ERP system.
Forms Automation
Streamlines the processes of gathering, directing, approving, and notifying regarding expense approvals, vacation requests, and new employee onboarding. Guarantees that the appropriate parties are engaged at every stage of your workflow, regardless of its complexity, thereby reducing delays and obstacles.
Approval Process Control
Yes
Archiving & Retention
Yes
Collaboration
Yes
Document Indexing
Yes
Drag & Drop
Yes
Full Text Search
Yes
Remote Document Access
Yes
Rules-Based Workflow
Yes
Text Editing
Yes
Version Control
Yes
OCR
Achieve an impressive accuracy rate of 99.99% using our advanced OCR technology, which is powered by artificial intelligence and supported by human expertise. This system efficiently processes headers, line items, and handwritten notes, significantly reducing the time required for manual data entry.
Batch Processing
Yes
Convert to PDF
Yes
ID Scanning
Yes
Image Pre-processing
Yes
Indexing
Yes
Metadata Extraction
Yes
Multi-Language
Yes
Multiple Output Formats
Yes
Text Editor
Yes
Zone Selection Tool
Yes
Workflow Management
Streamlines the processes for gathering, directing, approving, and notifying concerning expense approvals, leave requests, and new employee onboarding. Guarantees that all relevant parties are engaged at every stage of your workflow, regardless of its complexity, reducing any potential delays and obstacles.
Access Controls/Permissions
Yes
Approval Process Control
Yes
Business Process Automation
Yes
Calendar Management
No
Compliance Tracking
Yes
Configurable Workflow
Yes
Customizable Dashboard
Yes
Document Management
Yes
Forms Management
Yes
Graphical Workflow Editor
Yes
Mobile Access
Yes
No-Code
Yes
Task Management
Yes
Third Party Integrations
Yes
Workflow Configuration
Yes
