Compare TEAM UP CRM vs. i-doc

Our powerful Customer Relationship Management software (CRM) can help you increase productivity, generate more revenues, and improve engagement. Manage your advance/loan portfolio. Integrated with ACH processors. Includes broker portal and syndicate reporting. Send email and SMS campaigns, send/receive SMS messages, track email openings, and much more. ClixSign® allows you to send any document for electronic signature. You can see when documents have been viewed and signed by up 8 signers. Your customers can access a branded portal that allows them to upload documents, view messages and track balances/payments. The most up-to-date contact and deal management software allows you to see the entire pipeline. Centrex Software provides custom software development solutions. We assist customers in building web and mobile apps for any purpose.

Partnering with Salesforce, Titan Forms and Apps are a game-changer in the industry, making the world’s number #1 CRM accessible, and effortless for anyone to use. At the touch of a button, and with zero code, experience strength, speed, and agility for Salesforce Forms and your business processes. Slash time to market, nuke code, and tackle any use case on a single platform. Our best-of-breed forms and applications for Salesforce cater to any industry and it’s our mission to provide custom solutions for difficult problems. Build beautiful web portals, sign documents, generate docs, send surveys, automate contracts, fill out Salesforce forms, and so much more in just a few simple clicks. No code required and with our new AI assistant you can build even faster and with fewer errors. We are the only product on the market that empowers you to send data to Salesforce and pull it back in real-time without any development or added expense. Our customers and partners are the heartbeat of Titan. If you need a feature, simply request it via our Titan X Lab and we will consider it for our roadmap! So what’s stopping you? Schedule a demo today.

Unlock precision and clarity in alternative investments with Dynamo Software, a cloud-native, AI-powered platform that unifies your entire workflow. We provide a single, configurable solution for your front-, middle-, and back-office needs. For General Partners (GPs), Dynamo enhances every stage of the investment lifecycle with advanced CRM, deal pipeline tracking, fundraising tools, and secure investor relations and fund accounting reporting. For Limited Partners (LPs), our platform delivers real-time research and portfolio management capabilities. We automate document ingestion, data extraction, and holdings enrichment, providing deep exposure analytics for informed decision-making. Dynamo serves a wide range of private capital firms, including private equity, venture capital, real estate, hedge funds, and infrastructure. Our platform is also tailored for endowments, pensions, foundations, family offices, fund of funds, and fund administrators. By centralizing all investment data into a single source of truth, we equip your team with the control needed to uncover powerful insights. Our AI-driven system automates data ingestion and tagging, while our HoldingsInsight feature enriches portfolio data for advanced analysis. All modules work together seamlessly, supported by a dedicated Client Services team committed to your success. With Dynamo, you can streamline operations, improve data accuracy, and drive strategic decisions with confidence.

Soraban serves as an AI-driven administrative assistant tailored for accounting and tax firms, aimed at automating the processes of client data collection, document retrieval, and workflow management through a user-friendly, branded portal. By substituting monotonous manual tasks with flexible, customizable questionnaires that can send automatic reminders to clients via SMS, email, or voicemail, it also converts document uploads into PDFs and enhances client communication with intelligent, context-sensitive prompts. This tool integrates seamlessly with existing accounting software, enabling automatic data entry, the application of e-signatures for IRS documentation, and efficient coordination of tax return deliveries, all while minimizing the need for human involvement. By taking over repetitive administrative responsibilities, Soraban allows professionals to dedicate their time to advisory roles, thereby boosting overall efficiency, minimizing errors, and elevating the client experience through smooth, mobile-accessible interactions. Ultimately, Soraban not only transforms how accounting firms operate but also paves the way for a more streamlined future in client management.

TE Recruit™ is a modern recruiting platform for staffing agencies, executive search firms, and independent recruiters that need an applicant tracking system and CRM without unnecessary complexity. Built by Top Echelon, TE Recruit centralizes candidate records, company and contact data, job orders, communications, tasks, pipelines, and placement activity. Recruiters can manage business development and talent acquisition from the same system, while owners and managers gain clearer insight into activity, progress, and performance. The platform supports configurable workflows, email sequencing, resume parsing, job posting, sourcing, reporting, and automation that reduces repetitive work. AI People Search uses semantic technology to uncover relevant candidates across related experience, skills, and job titles rather than relying only on exact keywords. It complements traditional Boolean search and is available with TE Recruit Pro. TE Recruit connects with email, job boards, calling and texting providers, and other tools used across the recruiting technology stack. Pro customers can also use the open API to build custom integrations, exchange data between systems, and support more advanced workflows. Guided onboarding, training, and responsive customer support are included, helping teams implement the platform and adapt it as their recruiting business evolves. Firms can also add TE Network™, Top Echelon’s split-placement recruiter network. Its integrated Network Feed allows TE Recruit users to access shared candidates, additional job orders, and recruiter collaboration opportunities without leaving the ATS. TE Recruit is a strong fit for recruiting businesses seeking flexible technology, practical AI, connected workflows, reliable support, and more ways to t

Macaw AMS can be used to sell Insurance. Macaw AMS can be used by brokers, MGAs or MGUs, Program Managers, and Lloyds Coverholders to automate their operations. Macaw AMS was built with a customer-centric approach. It supports CRM, Sales and Underwriting. Customers, producers, and service providers can access self-service portals. Macaw AMS has built-in Document Management and Task Management capabilities. It is equipped with adaptors that allow for integrated and in-flow services such as eSignature, Payments, OFAC checks, Mass Emailing, Computer Telephony, and Mass Emailing, using 3rd Party Services. The data analytics part of Macaw AMS offers powerful data visualization with predefined dashboards, allowing users to easily upload datasets and view dynamic charts for clear, multi-dimensional insights. Interactive, real-time visualizations help uncover trends and insights, driving informed decision-making. Macaw AMS is hosted on cloud and tested for cybersecurity. The database is relational, and the core components of the Java-based application are written in Java. Macaw AMS is capable of processing 500-1000 policies per day at its peak. Macaw AMS is expected reduce per policy costs by 30%.

Case Management Software made simple to allow you to focus on your non-profit. 360-degree views of all your cases from a single dashboard. Get rid of your excel documents and access your data anywhere, on any device. InfoFlo will provide you with a system that is fully customized to meet your needs at an affordable cost.

Canopy, 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.

AestheticsPro is today's most comprehensive medical aesthetic software. HIPAA cloud compliant with integrated POS, targeted advertising, and results driven reporting paired with electronic charting and client portal with "book now" capabilities. AestheticsPro provides everything you need to run your medical spa business.

DWR eDiscovery allows legal professionals to review, process, and produce documents that could be relevant to litigation. Our Software and hosted Subscriptions offers a wide range of document review tools, including AI search, keyword search, keyword highlight, metadata filtering and marking documents. It also has privilege log, redactions and analysis tools to help users better understand their document corpus. These features can all be done by the user themselves, so they can do the standard eDiscovery tasks without consulting. DWR eDiscovery offers subscriptions to both hosted and on-prem eDiscovery. DWR Pro desktop software can be downloaded to your computer or server. DWR Pro costs $1995per concurrent use license/year. Cloud subscriptions are charged per-GB for hosting and there are no hidden fees. The entry-level Single Matter subscription costs $10/GB/Month and has a minimum of $250 per month. Private clouds allow multiple matters and multiple users for no more than $4/GB/month moving quickly to $1/GB/month.