Compare Kolena vs. Rocket Referrals

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.

Forethought is the most advanced generative AI agent for customer support and your 24/7 AI team member. Trained on your unique data sets and upholding the highest security protocols, Forethought delivers natural conversations through AI and eliminates inefficiencies to improve response times, resolution rates, and customer satisfaction scores at every interaction. - Add an AI Agent that is a 24/7 team member, reducing workload so your team can focus on delivering exceptional support. - Only Forethought ingests historical and current ticket data for AI specific to your business needs to deliver a personalized experience. - We're not just about meeting privacy standards – we're setting them, to keep you and your data secure every step of the way.

StackAI is an enterprise AI automation platform that allows organizations to build end-to-end internal tools and processes with AI agents. It ensures every workflow is secure, compliant, and governed, so teams can automate complex processes without heavy engineering. With a visual workflow builder and multi-agent orchestration, StackAI enables full automation from knowledge retrieval to approvals and reporting. Enterprise data sources like SharePoint, Confluence, Notion, Google Drive, and internal databases can be connected with versioning, citations, and access controls to protect sensitive information. AI agents can be deployed as chat assistants, advanced forms, or APIs integrated into Slack, Teams, Salesforce, HubSpot, ServiceNow, or custom apps. Security is built in with SSO (Okta, Azure AD, Google), RBAC, audit logs, PII masking, and data residency. Analytics and cost governance let teams track performance, while evaluations and guardrails ensure reliability before production. StackAI also offers model flexibility, routing tasks across OpenAI, Anthropic, Google, or local LLMs with fine-grained controls for accuracy. A template library accelerates adoption with ready-to-use workflows like Contract Analyzer, Support Desk AI Assistant, RFP Response Builder, and Investment Memo Generator. By consolidating fragmented processes into secure, AI-powered workflows, StackAI reduces manual work, speeds decision-making, and empowers teams to build trusted automation at scale.

Trusted 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.

Assembled combines AI agents with advanced workforce management to give support teams the speed, flexibility, and control they need to excel. Our platform streamlines staffing for both in-house and outsourced teams, delivers forecasts with over 90% accuracy, and automates more than half of customer conversations. Whether it’s chat, email, or voice, Assembled orchestrates every interaction, allocating work between AI and human agents in real time. Leading brands like Stripe, Canva, and Robinhood rely on Assembled to boost performance and turn support into a growth driver. Key capabilities include scheduling, forecasting, live performance monitoring, vendor management, AI-powered chat, voice, and email agents, plus an AI Copilot that provides instant guidance, suggested responses, and rapid action tools for agents.

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.

Dialpad Support stands as an advanced AI-driven contact center solution that equips agents with immediate resources to surpass customer expectations. By utilizing self-service virtual agents and AI chatbots, it addresses routine inquiries efficiently, which not only shortens resolution times but also allows human agents to dedicate their efforts to more intricate problems. The platform includes live coaching through AI-enhanced scorecards and actionable insights, facilitating managers in assessing agent performance, providing real-time assistance during calls, and fine-tuning workflows. With integrated Contact Center AI, it evaluates voice and chat sentiment to identify areas of friction, while user-friendly dashboards and immediate analytics monitor essential metrics like average handling time, customer satisfaction scores, and accuracy in forecasting. Furthermore, seamless integrations with platforms such as Salesforce, Zendesk, Microsoft Teams, Google Workspace, and HubSpot consolidate customer interaction history and data. Its dual-cloud infrastructure guarantees enterprise-level resilience, boasting a 100% uptime service level agreement alongside robust disaster recovery solutions, ensuring uninterrupted service for users at all times. Ultimately, Dialpad Support not only enhances operational efficiency but also fosters stronger relationships between agents and customers.

BoldTrail stands out as the top-rated real estate platform designed to elevate your brokerage through cutting-edge technology that your agents will find both useful and enjoyable. You can highlight your distinctive brand with tailor-made websites that cater to your company, each office, and individual agents. Enhance lead acquisition by offering a modern, portal-like search experience for consumers, complete with smart behavior tracking. With hyper-local area pages, home valuation options, and rich lifestyle data, clients will continue to engage with your brokerage, recognizing you as the local authority. The platform features the most comprehensive lead generation tools available, enabling brokerages, teams, and agents to successfully attract new business regardless of their financial constraints. Additionally, empower your agents to swiftly generate free leads using our user-friendly landing and IDX squeeze pages. You can further increase lead quality while reducing costs through the in-house tools integrated into the platform. Expand your lead sources with automated social media postings, integrated advertising on Google and Facebook, custom text codes, and much more, ensuring a diverse and effective approach to lead generation. As a result, BoldTrail not only enhances the capabilities of individual agents but also strengthens the overall potential of the brokerage as a whole.

Gemini Enterprise Agent Platform is Google Cloud’s next-generation system for designing and managing advanced AI agents across the enterprise. Built as the successor to Vertex AI, it unifies model selection, development, and deployment into a single scalable environment. The platform supports a vast ecosystem of over 200 AI models, including Google’s latest Gemini innovations and popular third-party models. It offers flexible development tools like Agent Studio for visual workflows and the Agent Development Kit for deeper customization. Businesses can deploy agents that operate continuously, maintain long-term memory, and handle multi-step processes with high efficiency. Security and governance are central, with features such as agent identity verification, centralized registries, and controlled access through gateways. The platform also enables seamless integration with enterprise systems, allowing agents to interact with data, applications, and workflows securely. Advanced monitoring tools provide real-time insights into agent behavior and performance. Optimization features help refine agent logic and improve accuracy over time. By combining automation, intelligence, and governance, the platform helps organizations transition to autonomous, AI-driven operations. It ultimately supports faster innovation while maintaining enterprise-grade reliability and control.

Serviceaide is an intuitive service management solution which can be implemented within weeks and not months. You will see a real ROI with low administration costs and rapid implementation. Flexible platform that can be used on-premises or in the cloud. Serviceaide is built on ITIL best practice and has all the components that your team requires. You can select the environment that suits your technology, infrastructure, and compliance needs. Serviceaide is a comprehensive and affordable solution that provides IT staff the tools they need to manage everything, from tickets to incident, change, and asset management. Serviceaide features a virtual agent, self service portals, and AI-based functions to support analyst and user productivity. Automate processes in technical workflows, business processes and services to increase business agility.