Average Ratings 0 Ratings
Average Ratings 0 Ratings
Similar Products
-
KonstructIQKonstructIQ is an innovative platform that integrates artificial intelligence to serve the needs of residential general contractors, remodeling companies, and home builders by streamlining both construction and financial management. This comprehensive tool covers the entire project lifecycle, encompassing fast and professional estimates, budgeting, invoicing, payment processing, change-order management, cost tracking, subcontractor coordination, and real-time reporting, all within a unified interface. Its estimating feature allows contractors to create precise bids swiftly, utilizing customizable cost codes and the ability to calculate markups or margins, as well as accommodating both cost-plus and fixed-price pricing models. Upon approval of an estimate, it transforms into the project budget, ensuring that every bill, invoice, or change order automatically reflects on the budget, enabling contractors to maintain precise job costing and oversight of profitability. Additionally, the platform facilitates payments to subcontractors or suppliers, supporting various methods such as ACH transactions, checks, debit and credit cards, virtual cards, or Zelle, while also enabling clients to pay invoices directly through a user-friendly portal, which accelerates cash flow significantly. This holistic approach not only simplifies administrative tasks but also enhances financial transparency for contractors, ultimately contributing to more efficient project completion.
-
CanopyCanopy, a cloud-based practice management system for accountants, is available. Our suite of features allows you to streamline your firm and connect with clients. It includes workflow, document management and billing, payments, a robust CRM, secure client portal, and tools that automate any post-filing issues such as IRS notices.
-
Nasdaq BoardvantageThe board portal platform and collaboration tool for boards and senior executives. Learn how Nasdaq Boardvantage can make board processes paperless, and reduce the time it takes to prepare meetings. You can create single- or multi-day meetings in a matter of seconds. Add details, attach files, track attendance, and even initiate remote meetings. To protect information, encryption and multiple layers provide protection for confidentiality, integrity, availability, and security. Quickly create and distribute Board and Committee Evaluations, Conflict of Interest, and general questionnaires. Manage files, contacts and signatures. Collaboration with notifications, annotations and unanimous consent votes, esignatures and in-app email security. Accessible on any device, smartphone, tablet, or desktop. Sync seamlessly online and offline.
-
Collect!Collect! is the flexible and scalable debt collection software built to automate your workflow. From startup to enterprise, we have the solution for you. Collect! was built for 3rd party collection agencies, debt buyers and 1st party collectors of all sizes. Collect! is built to be configured for your needs. Use Collect!'s many settings and options to create the workflow your want. Collect! comes pre-set for 3rd party debt collection processes. Adapt as little or as much as you want. Collect! is integrated with an ever-increasing number of other systems, and building white label add-on programs. Collect! is scalable. Start where you need - change editions and add seats as you grow. Configurations and customizations are retained through updates, upgrades and edition changes. Collect! is packed with features. Automate your system from first contact to last payment. Enable consumers and clients to self-serve. Use Collect!'s robust import functions, user permissions, reporting tools, account segmentation, credit bureau reporting, forms and document attachments, legal features and more to create your bespoke collection system.
-
AxeroHundreds of companies and millions of employees use Axero’s intranet software to communicate, collaborate, manage tasks and events, organize content, and develop their company culture.
-
CareLineLiveCareLineLive is an all-in-one, cloud-based homecare management platform trusted by over 700 home care agencies and domiciliary care providers across the United Kingdom and Australia. The platform covers rostering, scheduling, care planning, care monitoring (ECM), eMAR, payroll, invoicing and the Care Circle portal for friends and family. Subscription includes CQC and CIW compliance tool MOA Benchmarking to deliver a solution combining both homecare management and compliance. Customers find the comprehensive functionality easy to use because of the intuitive user interface and enjoy excellent day-to-day support which is recognised by CareLineLive’s high rating on Trustpilot. CareLineLive is an NHS England Assured Supplier for Digital Social Care Records (DSCR). CareLineLive is accredited to ISO 27001 (Information Security), ISO 9001 (Quality Management), and Cyber Essentials Plus. In addition to being hosted on secure AWS servers with data stored in the UK (or Australia for customers there) for data sovereignty. Founded in 2014, CareLineLive is led by Managing Director Josh Hough and is headquartered in West Sussex with offices in London and Melbourne. CareLineLive is part of MAS Technicae Group and received majority investment from technology-focused investment firm Accel-KKR in June 2025.
-
Aesthetic InsightAesthetic Insight is a comprehensive, cloud-based software solution that adheres to HIPAA regulations, specifically designed for medical spas and aesthetic clinics, integrating various functionalities such as scheduling, online booking, point-of-sale, and membership management into a cohesive platform. It allows clinics to manage online appointments with resource-based availability, streamline their intake and consent processes digitally, and oversee bundled service memberships with automated billing features. Additionally, the platform facilitates online product sales through its integrated ecommerce capabilities and enhances client engagement with personalized marketing campaigns. By consolidating front-desk operations, treatment records, and inventory management within a single interface, it simplifies clinic operations significantly. Moreover, the system includes advanced features like calendar management, client segmentation, automated reminders, and tracking for package redemptions, ensuring a seamless experience for both staff and clients. This holistic approach not only improves efficiency but also fosters stronger relationships between clinics and their clientele.
-
Houzz ProHouzz Pro is a leading construction management software for residential contractors and designers. Get a solution that covers the entire customer lifecycle. This includes marketing, CRM and other features such as estimates, takeoffs 3D floor plans project management, selections online invoicing, payments, QuickBooks integration and a client's portal. Start a free trial to see why Houzz Pro is trusted by thousands of Pros to grow and manage their business. Plans start at $149/month for all sizes of business.
-
MyHub Intranet SoftwareMyHub, a revolutionary cloud-based intranet system that streamlines workflows for businesses, provides a variety of manuals and tools. MyHub is mobile-friendly and allows users to connect with whole teams or just a few members. Projects will run smoothly with MyHub's combination of in-app options for email, social media, as well as the tools necessary to be efficient. Administrators can give their users the ability of managing content, a discussion board, file-cloud-sharing, and many other features.
-
RegpackRegpack is an online onboarding, registration, and payments software used by thousands of organizations worldwide. Regpack works with a variety of businesses to automate their onboarding process, collect client information, and charge automatically for their services. Whether you're organizing an event, managing client billing, organizing a trip or camp, or offering courses and classes (virtual too!), Regpack can help you make your registration and payment processes a breeze with its unique technology and comprehensive set of features. Top features include recurring billing, payment plans, automated payment collection, custom form builder, built-in email tools, dynamic reporting, and more.
Description
SPP.co is a comprehensive client-portal solution designed specifically for digital service and productized agencies, unifying billing, onboarding, project management, support, customer relationship management (CRM), forms, portals, and payment processing within a singular branded interface. Agencies can utilize tailor-made order and intake forms to facilitate online service or subscription purchases, automatically generating invoices or Stripe subscriptions while effectively delegating projects and tasks based on predetermined rules and statuses. The platform features a customizable white-label portal for clients, offering the ability to personalize branding, domains, colors, and templates, where they can manage invoices, make payments, track project progress, and collaborate seamlessly. On the administrative side, the system offers robust support for team inboxes, user permissions, both internal and external messaging, task assignments, order history, custom statuses, and role-specific views, allowing agencies to efficiently manage workflows ranging from small teams of 2 to larger groups of 200. With a wide array of integrations, APIs, and webhooks, the platform enhances checkout processes, subscription billing, and more, making it an indispensable tool for agencies looking to streamline their operations and improve client interactions. This holistic approach not only boosts productivity but also fosters stronger relationships between agencies and their clients.
Description
Dynamics CRM and The Portal Connector can help you improve your customer service.
You can provide better customer service by integrating Microsoft Dynamics CRM and Dynamics 365 seamlessly with an online portal that is secure and customizable.
It is easy to use, and does not require any coding or custom programming.
The Portal Connector offers key advantages, including:
* You can host your portal online, in the cloud, or with a third-party hosting provider
* Works with Dynamics CRM 2011, 2015, 2016, Dynamics 360
* All data from CRM, including Custom Entities, can be used in your portal solution
* One license includes unlimited Dev/Test/UAT environments
* The Portal Connector is simple to use and doesn't require any coding skills
* End Users can authenticate with your portal using Facebook, LinkedIn and Twitter.
* Developers can customize every aspect of our solution with our open API
API Access
Has API
API Access
Has API
Integrations
ActiveCampaign
AgencyAnalytics
Airtable
Citizen RIMS
Datawrapper
Google Docs
Google Tag Manager
Intercom
Klipfolio
Looker
Integrations
ActiveCampaign
AgencyAnalytics
Airtable
Citizen RIMS
Datawrapper
Google Docs
Google Tag Manager
Intercom
Klipfolio
Looker
Pricing Details
$99 per month
Free Trial
Free Version
Pricing Details
$14995.00/one-time
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
SPP.co
Founded
2014
Country
France
Website
spp.co
Vendor Details
Company Name
Sylogist
Founded
1993
Country
Canada
Website
www.crmportalconnector.com
Product Features
Advertising Agency
Campaign Management
Collaboration
Document Management
File Sharing
Project Management
Task Management
Time Tracking
CRM
Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management
Portal
Chat
Collaboration
Content Management
Document Management
File Sharing
Search
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
Content Management
Audio Content
Customizable Templates
Document Indexing
E-forms
Full Text Search
Image Editor
SEO Management
Text Editor
Version Control
Video Content
Website Management
Document Management
Access Controls
Archiving & Retention
Collaboration Tools
Compliance Tracking
Document Archiving
Document Assembly
Document Capture
Document Conversion
Document Delivery
Document Indexing
Document Retention
Electronic Signature
Email Management
File Recovery
File Type Conversion
Forms Management
Full Text Search
Offline Access
Optical Character Recognition
Print Management
Version Control
Portal
Chat
Collaboration
Content Management
Document Management
File Sharing
Search
