Business Software for Docusign

Zoho CRM offers a simple and clean interface layout with a variety unique features that increase lead conversion rates. The CRM has an intuitive dashboard that allows you to run'macros' that will streamline the way a lead is contacted. This will also allow you to track the progress of a sale. Administrators can monitor missed opportunities, best performing agents, and make business-impacting decision using the sales report function.

monday AI work platform is a cloud-based work operating system and AI collaboration platform designed to help teams organize work, automate processes, and coordinate projects while integrating AI agents directly into day-to-day workflows. The platform allows businesses to create custom workflows, manage tasks, track projects, visualize operations, and connect external business tools through integrations and automations. Its AI capabilities enable organizations to deploy specialized AI agents for functions such as generating reports, conducting research, identifying operational risks, summarizing meetings, automating updates, optimizing business processes, and assisting teams with contextual workflow execution. monday AI work platform also supports integration with external AI providers including ChatGPT, Claude, Gemini, Copilot, and other MCP-connected tools, allowing businesses to bring their preferred AI systems directly into their operational workflows. The platform emphasizes collaboration between human teams and AI systems by providing centralized workspaces where AI agents can act with permissions, context awareness, governance controls, and human oversight mechanisms.

SmartVault makes it easy to digitize your documents and move to a totally paperless workflow. Scan files directly to the right folders and reduce hard-copy document clutter. SmartVault gives you a central document cloud storage solution for all your internal and client documents. From now on, you’ll be able to quickly find the file you need, when you need it, and share it securely with the right people.

Box (NYSE:BOX) is the leader in Intelligent Content Management. Our platform enables organizations to fuel collaboration, manage the entire content lifecycle, secure critical content, and transform business workflows with enterprise AI. Founded in 2005, Box simplifies work for leading global organizations, including AstraZeneca, JLL, Morgan Stanley, and Nationwide. Box is headquartered in Redwood City, CA, with offices across the United States, Europe, and Asia. Visit box.com to learn more

Oracle NetSuite is the #1 AI Cloud ERP, designed to bring together financials, operations, CRM, ecommerce, and analytics into one unified business management suite. Unlike traditional ERP systems, NetSuite leverages built-in AI that learns from your company’s data, providing intelligent recommendations and reducing reliance on guesswork. With over 42,000 organizations already using it, the platform supports companies of all sizes, from fast-growing startups to global enterprises. Its ERP and accounting modules simplify compliance, automate reporting, and accelerate month-end close processes. Meanwhile, its CRM and HCM solutions improve workforce engagement and customer relationships. NetSuite also delivers advanced capabilities in professional services automation, omnichannel commerce, and analytics, ensuring real-time decision-making. Because it is cloud-based, businesses gain scalability, cost efficiency, and a single source of truth across all operations. With consulting, education, and partner programs, Oracle NetSuite provides end-to-end support for digital transformation journeys.

Evernote is an all-in-one workspace that helps individuals turn scattered ideas into organized action. It allows users to store notes, documents, images, and tasks in a single, centralized platform. The system is designed to adapt to different workflows, making it suitable for simple note-taking or complex project management. Seamless device syncing ensures your information stays updated across desktop, mobile, and web. Advanced search capabilities allow you to instantly retrieve notes, attachments, or keywords without digging manually. AI-driven tools enhance productivity by helping analyze notes, highlight key insights, and accelerate everyday work. Collaboration features make it easy to share notes, comment in real time, and keep teams aligned. Integrated tasks and calendars help users stay focused and meet deadlines. Evernote supports multiple ways to capture ideas, from typing and scanning to clipping content from the web. The result is a smarter, more organized way to manage information and get things done.

Domo puts data to work for everyone so they can multiply their impact on the business. Underpinned by a secure data foundation, our cloud-native data experience platform makes data visible and actionable with user-friendly dashboards and apps. Domo helps companies optimize critical business processes at scale and in record time to spark bold curiosity that powers exponential business results.

Envoy is changing workplaces for hybrid work by safely bringing people together to connect, collaborate, and thrive. Envoy's workplace platform has revolutionized how companies welcome visitors, keep their employees safe, book conference rooms and desks, and manage deliveries in more than 14,000 locations around world. Envoy Visitors welcomes guests with more than 100,000 sign-ins per day. They also protect people, property, ideas, and their personal information. Envoy Protect ensures that employees are well and coordinates their schedules before they arrive on-site. Employees can reserve a desk at Envoy Desks for any day they are in the office to work with colleagues. Envoy Rooms is a simple way to book meeting rooms and free up space. Envoy Deliveries ensures that packages reach their recipients without any mailroom pile-ups.

Smartsheet is a recognized leader in work management and collaboration solutions designed to transform team discussions into productive outcomes. This platform empowers organizations by providing them with a robust toolkit that fosters innovation, attracts new clients, and drives revenue growth. With its intuitive spreadsheet-like design, Smartsheet includes features like file sharing, Gantt charts, automated workflows, user-friendly portals, and dynamic dashboards, among numerous other capabilities, making it an essential resource for effective project management. Ultimately, Smartsheet not only streamlines processes but also enhances overall team performance and collaboration.

LastPass is the leader in password and identity management solutions, trusted by individuals and organizations of all sizes worldwide. Millions rely on LastPass daily to create, store, manage, and protect their most important credentials, keeping them secure, private and always within reach. With LastPass, anyone can effortlessly log in to life or work anytime, anywhere.

Best-in-Class Business and Industry Functionality: Propel your business forward with accurate data collection, robust financial analyses, and precise forecasting capabilities. Acumatica Cloud ERP serves as a centralized data repository, gathering information from every department under a single pane of glass. So, all business processes are clearly organized and authorized employees have access to the same, real-time data—anytime, anywhere, from any web-enabled device. Acumatica is the only business management solution designed for the unique and evolving needs of growing midmarket companies, enabling its customers to put their customers’ success at the heart of all operations. Its future-proof platform drives value and provides the flexibility, efficiency, and remote collaboration capabilities modern businesses need. Enjoy automation without complexity, compliance without rigidity, and continuous improvement without unpredictability.

Google Drive is a powerful cloud storage and collaboration solution that enables businesses and individuals to keep files accessible, organized, and protected in one centralized platform. Users can easily upload, store, share, and edit files online while working across desktops, tablets, and mobile devices without losing synchronization. The platform supports real-time collaboration through Google Docs, Sheets, Slides, PDFs, and Microsoft Office files, making teamwork faster and more efficient. Gemini AI features enhance productivity by providing intelligent search capabilities, instant file insights, and contextual answers pulled from Drive and other Google Workspace applications. Google Drive also includes advanced administrative controls that allow organizations to manage file access permissions, set expiration dates, and maintain secure shared workspaces for teams. Businesses benefit from enterprise-ready infrastructure that stays updated automatically to reduce operational complexity and strengthen compliance efforts. Security tools such as ransomware protection, client-side encryption, Vault, and AI-powered data classification help organizations safeguard sensitive information against threats and unauthorized access. Drive for desktop ensures files stay synchronized and recoverable, while mobile apps allow employees to remain productive from nearly anywhere. With flexible storage plans, seamless integrations, and AI-driven collaboration tools, Google Drive supports organizations looking to streamline workflows and improve operational efficiency.

Zendoc is a new-generation document automation system that allows business teams to improve their workflow with actionable insights. Zendoc was founded by Laurent Lathieyre (a serial tech entrepreneur) and Olivier Colle (a senior software engineer, entrepreneur). Zendoc was founded by a group of tech veterans. It was accelerated by Techstars Seattle which is the world's leading platform for innovation and investment. Our mission is to make it easier for teams to find their documents, find the information they need quickly, and keep them on top of their obligations. Our friendly UX design, no code technology and popular integrations will empower your team to transform every document into actionable information. This will give you back control and visibility at all critical moments. Zendoc allows you to: Automatically retrieve and locate documents. Collaborate with your team members to manage, organize and view contracts. Connect to popular integrations

Jenesis is a web-based agency management system software created to help insurance agents seamlessly manage existing clients, market to potential prospects, improve business efficiency & retention, and manage sales. Easy to use and affordable, Jenesis offers a variety of features that include a client portal, email integration, ACORD forms, carrier downloads, credit card integration, rating, receipts and invoicing, and more. By leveraging Jenesis Agency Management System, you can maximize your time and grow your revenue stream.

Zapier is a comprehensive AI automation platform that helps organizations transform how work gets done. It allows teams to connect AI tools with everyday apps to automate workflows end to end. Zapier supports AI workflows, custom agents, chatbots, forms, and data tables in one unified system. With over 8,000 integrations, it eliminates manual handoffs between tools and teams. Built-in AI assistance helps users design automations quickly without technical complexity. Zapier enables teams to deploy AI agents that work continuously, even outside business hours. The platform offers full visibility into automation activity with audit logs and analytics. Enterprise-grade security and compliance ensure safe AI adoption at scale. Zapier is used across departments including marketing, sales, IT, and operations. It helps teams save time, reduce costs, and scale productivity with confidence.

TeamDesk is the leading AI-enhanced Low-Code database platform for creating powerful and flexible web-based databases with AI assisted development and AI-enhanced data analysis. TechRadar named TeamDesk as the best database platform of the year. TeamDesk provides Artificial Intelligence as well as predefined solutions for rapid online database creation without coding. Business owners and citizen developers can utilize AI to build unique databases for any type of industry that precisely fit their business workflow and organize gathering, sharing and managing business information. TeamDesk online database software is fully scalable and customizable to accommodate customers’ ever evolving business needs. TeamDesk provides: AI (Artificial Intelligence) integration AI-Assisted Development AI-enhanced Data Analysis API, Web hooks, Zapier unlimited data storage unlimited number of records and tables unlimited database complexity free trial free unlimited support for a low flat rate. TeamDesk is fully scalable. From small companies to large enterprises, from specific manufactures to vertical business integration, system scalability accommodates customers' business growth and adjusts to evolving business model. Enterprise Edition supports custom domain, white labeling, SSO via SAML2, unlimited databases centralized security management.

The new standard for online payments. Stripe is the best platform to run an internet business. For forward-thinking businesses all over the globe, we handle billions of dollars annually. Stripe creates the most flexible and powerful tools for internet commerce. Whether you’re creating a subscription service, an on-demand marketplace, an e-commerce store, or a crowdfunding platform, Stripe’s meticulously designed APIs and unmatched functionality help you create the best possible product for your users. Stripe is helping millions of innovative technology companies scale faster and more efficiently than ever before. We believe that payments is a problem rooted in code and not finance. We are obsessed with finding elegant, modular abstractions that allow for robust, scalable and flexible integrations. Stripe is easy to use because we remove unnecessary complexity and extraneous detail.

ElectroNeek stands as an Intelligent Automation Platform that is reshaping the landscape of business process management within enterprises. Its core mission involves the fusion of AI bots with employee workflows, resulting in the automation of repetitive tasks and empowering human resources to concentrate on creative and strategic endeavors. ElectroNeek presents a comprehensive array of innovative low-code automation tools, harnessing the capabilities of RPA, IDP, AI, and GPT-4 (Conversational and Generative) technologies.

As the world’s only analytics-first software-as-a-service, intelliHR has advanced big data collection and analytics capabilities at its core. The platform allows organizations to maintain a real-time handle on performance, create a culture aligned with business strategy and contribute to strategic decision-making with data-driven insights. Featuring real-time analytics, best practice people management tools and workplace & compliance automation, the platform and data is accessible securely anywhere, anytime, on any device. It’s intelligent and intuitive.

Intellect's QMS software has been proven to improve quality operations and reduce overall quality cost by up to 40%. Our apps were designed by certified quality professionals and can be easily customized with our no-code platform or drag-and-drop technology. Remote access for your team, mobile apps, dynamic workflows, analytics, reporting, and remote access are all possible with this modern and simple solution. Apps include Document Control and Employee Training, Audit Management CAPA, Nonconformance, as well as other useful features.

Enhance efficiency in your operations, make informed choices, and boost expansion through Dynamics 365 Business Central (previously known as Microsoft Dynamics NAV)—a holistic business management platform tailored for small to medium enterprises. Speed up your financial closing process, gain insights into financial performance instantly, and enhance the accuracy of your forecasts while ensuring compliance and security measures are in place. Optimize your profitability by obtaining a comprehensive perspective on all aspects of your operations, including purchasing, manufacturing, inventory, and warehouse management. Oversee the entire sales cycle seamlessly within Outlook and provide outstanding service by having a unified view of customer interactions and service activities. Additionally, plan and track your projects using real-time data on resources, profitability, tasks, and overall progress, thereby ensuring that your business stays on course for success. This integrated approach not only streamlines processes but also empowers businesses to adapt quickly to changing market demands.

Everflow is the smarter Partner Marketing & Tracking Platform. Manage partners across both mobile and digital environments, track all performance marketing channels, while consolidating your analytics. Everflow provides speed and scale through Google Cloud infrastructure, automated optimization through SmartSwitch, and accessible reports for deep diving into every user's click. We address several major issues in the industry through: Scalable Infrastructure built on Google Cloud (Case Study) - The current growth rate for mobile traffic is a 79% increase year-over-year (Ericsson, 2018); therefore, any platform that wants to handle both mobile and desktop needs the infrastructure to handle this staggering growth in traffic. Drilling Down on Performance - Modern partners are global and promote through multiple placements or sub-publishers. It’s critical to be able to quickly evaluate performance by each GEO, city, and placement. Deterministic Fraud Blocking - We let clients to set clear rules about the kinds of traffic that should be considered unnatural, and automatically block any traffic that violates those rules.

HiBob, a premier provider of HR solutions, offers a robust HCM named Bob to empower HR teams and streamline operations. From onboarding and performance management to employee engagement and automation, Bob equips HR leaders with the resources necessary to foster a positive workplace culture, drive employee development, and focus on strategic initiatives that propel organizational growth. HiBob’s platform, Bob, simplifies HR processes and ensures ease of use with customizable workflows tailored to different roles. It automates paperwork and seamlessly integrates with existing systems to save time and ensure data accuracy. The user-friendly approach empowers HR professionals to manage company-wide HR tasks effectively and efficiently. Bob Performance Management provides tools for goal setting, feedback, and performance reviews. Real-time tracking and data insights enable timely interventions, fostering a culture of accountability and continuous improvement and boosting employee engagement and retention. Bob’s employee engagement tools foster connection and collaboration among employees through channels for feedback, recognition, and communication, boosting morale and productivity.

Confluence by Atlassian, a leading content collaboration tool for modern teams, is Confluence. It allows teams to collaborate, create, and share projects in one place. They can also easily publish and access company information and capture, store, and grow their knowledge. Confluence can also be used on mobile devices, allowing teams to track and give feedback, and keep in touch regardless of where they are.

ContractHero empowers mid-sized and enterprise businesses by providing them with overview and control over their contracts and agreements. Our secure software is ISO27001 certified and trusted by hundreds of customers, offering automated and centralized contract management with AI-powered contract analysis, granting businesses fast and direct access to essential information.