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Description
Scaliento is a compliance management platform enhanced by artificial intelligence, tailored for consultants and advisory firms that assist clients in various areas such as privacy, information security, workplace safety, e-learning, and other compliance-related fields. This software enables consultants to streamline their ongoing compliance efforts across different client organizations within a single, organized framework. It offers features for managing documentation, task assignments, performance measures, responsibilities, evidence, training initiatives, dashboards, and reporting processes. Scaliento is particularly beneficial for managing GDPR and privacy-related tasks, ISMS processes, safety documentation, and compliance training programs. The AI-driven capabilities within the platform facilitate the preparation of information, organization of documentation, and optimization of repetitive workflows, ensuring increased efficiency. Designed with advisory firms in mind, Scaliento aims to enhance the consistency of compliance services, foster improved collaboration with clients, and provide a comprehensive view of the implementation status across a diverse client portfolio, ultimately helping firms achieve their compliance objectives more effectively.
Description
Team Up is a social CRM designed to simplify the management of client and customer information alongside associated documents, tasks, and meetings, offering rapid search capabilities that enable users to retrieve any information within moments. It also features a comprehensive Reports & BI tool that assists in monitoring and analyzing business performance. Users can easily link significant emails to the corresponding customers, allowing them to access all related correspondence with a single click. Additionally, documents can be attached and organized by relevant clients, and users can view all files associated with a particular customer at the click of a button. Furthermore, Team Up provides a check-in and check-out functionality to maintain a detailed version history of documents, ensuring that users can track changes effectively. This seamless integration of features enhances collaboration and improves overall efficiency in managing customer relationships.
API Access
Has API
API Access
Has API
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Integrations
No details available.
Integrations
No details available.
Pricing Details
No price information available.
Free Trial
Free Version
Pricing Details
No price information available.
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
Lukmann Consulting GmbH
Founded
2003
Country
Austria
Website
lukmann.com
Vendor Details
Company Name
Evolution Technologies
Country
United Arab Emirates
Website
evolutiontech.ae/team-up-crm.html
Product Features
Compliance
Archiving & Retention
Artificial Intelligence (AI)
Audit Management
Compliance Tracking
Controls Testing
Environmental Compliance
FDA Compliance
HIPAA Compliance
ISO Compliance
Incident Management
OSHA Compliance
Risk Management
Sarbanes-Oxley Compliance
Surveys & Feedback
Version Control
Workflow / Process Automation
Product Features
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