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Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Description

SendNow is a robust platform for secure document sharing and analytics, specifically tailored for professionals in finance, sales teams, advisors, investors, and various businesses. Users can share sensitive documents like pitch decks, proposals, and financial reports through secure, trackable links. The platform offers a variety of features including page-by-page engagement analytics, real-time notifications for when documents are opened, and comprehensive access controls such as password protection and email verification. Additional functionalities include link expiration, download controls, NDA gating, screenshot protection, dynamic watermarking, and detailed audit trails. SendNow also allows for branded document experiences, custom domains, and secure client and deal rooms, all enhancing the user experience. By utilizing SendNow, teams gain insights into document interactions, including which pages were viewed, the duration of each visit, and the timing of return visits. This platform is ideally suited for secure communications with clients, facilitating fundraising efforts, managing investor relations, enhancing sales engagement, ensuring thorough due diligence, and streamlining various financial workflows. Furthermore, it empowers professionals to maintain control over their sensitive information while making collaboration seamless and effective.

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 No 

API Access

Has API No 

Screenshots View All

No images available

Screenshots View All

Integrations

No details available.

Integrations

No details available.

Pricing Details

$9/month
Free Trial Yes 
Free Version Yes 

Pricing Details

Contact Evolution Technologies 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 No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours No 
Live Rep (24/7) Yes 
Online Support Yes 

Customer Support

Business Hours No 
Live Rep (24/7) No 
Online Support No 

Types of Training

Training Docs No 
Webinars No 
Live Training (Online) No 
In Person No 

Types of Training

Training Docs No 
Webinars No 
Live Training (Online) No 
In Person No 

Vendor Details

Company Name

SendNow

Founded

2022

Country

India

Website

sendnow.live

Vendor Details

Company Name

Evolution Technologies

Country

United Arab Emirates

Website

evolutiontech.ae/team-up-crm.html

Product Features

Document Management

Access Controls No 
Archiving & Retention No 
Collaboration Tools No 
Compliance Tracking No 
Document Archiving No 
Document Assembly No 
Document Capture No 
Document Conversion No 
Document Delivery No 
Document Indexing No 
Document Retention No 
Electronic Signature No 
Email Management No 
File Recovery No 
File Type Conversion No 
Forms Management No 
Full Text Search No 
Offline Access No 
Optical Character Recognition No 
Print Management No 
Version Control No 

Product Features

CRM

Calendar/Reminder System Yes 
Call Logging No 
Document Storage Yes 
Email Marketing No 
Internal Chat Integration No 
Lead Scoring No 
Marketing Automation Integration No 
Mobile Access No 
Quotes / Proposals No 
Segmentation No 
Social Media Integration No 
Task Management Yes 
Territory Management No 

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