Average Ratings 0 Ratings
Average Ratings 0 Ratings
Description
ORCA represents the simplest, quickest, and smartest solution for overseeing all your tax, legal, and compliance responsibilities. You can swiftly import ownership structures and master data from sources like Addepar or Excel within minutes, with additional APIs accessible upon request. This platform cuts through the clutter, allowing you to concentrate solely on essential information, data, and documents. With its intuitive search capabilities, finding any item takes just seconds. Automated verification processes guarantee the accuracy of your data, and auto-generated structure charts provide clear and relevant visualizations at any given moment, whether past, present, or future. Its integrated auto-reporting functions ensure adherence to the Corporate Transparency Act and other relevant regulations. You can share crucial data and documents almost instantaneously through secure links, as well as retrieve information from external parties using automated workflows that only require link uploads. You can rest easy knowing that your data is safeguarded by zero-trust encryption at all times, and ORCA’s zero-trust cloud architecture ensures that your sensitive information remains exclusively within your control. With these robust features in place, ORCA not only streamlines your compliance processes but also enhances your overall operational efficiency.
Description
Founded in Austin, Texas, Orca was built under the premise to create a simple solution to effectively manage a customer advocacy program within Salesforce.
We work to balance the capabilities of Salesforce with the end-user experience to deliver a powerful yet mindful sales application. Orca opens the door for companies and users to leverage existing relationships and data to accelerate business growth.
Our user-friendly and 100% Salesforce native interface promotes quick adoption and implementation for new customers as well as a streamlined workflow that aligns with a traditional sales cycle.
API Access
Has API
API Access
Has API
Integrations
Addepar
Google Maps
Microsoft Excel
OverSOC
Panaseer
Salesforce
Slack
Tango Card
Tremendous
Zapper
Integrations
Addepar
Google Maps
Microsoft Excel
OverSOC
Panaseer
Salesforce
Slack
Tango Card
Tremendous
Zapper
Pricing Details
No price information available.
Free Trial
Free Version
Pricing Details
$10,000 Annually
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
ORCA
Founded
2017
Country
Switzerland
Website
www.withorca.com
Vendor Details
Company Name
Orca by Cortez Labs
Founded
2019
Country
United States
Website
www.orcaforce.co
Product Features
Entity Management
Access Control
Compliance Management
Contract Management
Corporate Structure Management
Document Assembly
Due Date Tracking
Electronic Filing
Electronic Signature
Multi-Jurisdictional
Ownership Tracking
Records Tracking
Registered Agent Services Integration
Subsidiary Governance
Task Management
Product Features
Customer Reference Management
Nomination Tracking
Program Notices
Reference Usage Tracking
Reward Distribution
Search
Referral
Affiliate Marketing
Campaign Management
Contact Management
Employee Referral Management
Feedback Management
Lead Engagement
Loyalty Program
Referral Tracking
Rewards Management