Business Software for Docusign

SalesBuilder CRM, a cloud-based 4-in-1 CRM software for homebuilders, will fulfill all your marketing and sales needs. You can capture and nurture prospects, manage recorded sales, track option selections, and generate contracts. SalesBuilder CRM has marketing features that allow you to connect with prospects and record activity. These include email follow-up, phone log, and letters for mailing. Record prospect information and assign actions. Register at sales offices manually, import website leads, or import 3rd-party leads from Zillow. Realtors, BDX, and others. SalesBuilder CRM includes all the necessary tools to sell, starting from the beginning: creating scenarios, managing sales details, adding options, and generating contracts using optional DocuSign integration. Our CRM software for homebuilders allows you to capture leads, record important information, and promote prospects to potential homebuyers. Users can create their own registration cards so that all information is captured.

We will manage ClayHR, complete your compliance documentation, offer HR advice, and respond to employee inquiries. Our services include creating tailored dashboards, employee onboarding processes, performance evaluation procedures, review cycles, onboarding templates, employee feedback forms, and much more. Whether you have a simple HR query or require guidance for intricate HR challenges, our specialists are here to help. You will receive personalized and proactive assistance from our dedicated team of HR professionals. Take advantage of our extensive library featuring job descriptions, handbooks, performance evaluations, and additional resources. Reach out to your account manager today to discover more about these valuable templates. With ClayHR, you gain access to a native SQL database, enhancing your business intelligence and analytical capabilities. This empowers you to execute any ad hoc queries, conduct various tests, and drive innovation whenever inspiration strikes. You can analyze your data using your preferred methods and tools, allowing for greater flexibility in your decision-making processes. Our commitment is to support your HR needs and foster a productive work environment.

Orbiq serves as a Trust Center platform that transforms internal compliance efforts into externally verifiable evidence for buyers, auditors, and regulatory bodies. By linking their existing Information Security Management Systems (ISMS), SharePoint, Confluence, or Drive to a customized Trust Center (trust.yourcompany), companies can implement layered access controls—public, restricted, or NDA-protected—ensuring that each stakeholder has access to the appropriate level of information. Designed to meet the demands of the NIS2 and DORA regulations, Orbiq transcends traditional document sharing by offering features such as real-time vendor registers, incident reporting with detailed audit logs, AI-enhanced questionnaire answers, and ongoing monitoring, providing regulated companies with the necessary third-party visibility essential for modern procurement. Unlike other tools that primarily aim to minimize the number of questionnaires, Orbiq delivers a structured and always up-to-date proof layer that financial institutions, regulatory agencies, and corporate buyers now require and expect—stored securely in the EU, incorporating watermarking, download tracking, and comprehensive audit trails. By streamlining compliance and enhancing transparency, Orbiq empowers organizations to navigate the complexities of regulatory requirements with confidence.

SAP Litmos is a cloud-based software platform designed for e-learning, commonly referred to as a learning management system (LMS). This innovative LMS is crafted to enhance learner engagement by providing exceptional user experiences that are accessible at any time and from any device. With SAP Litmos, users can design courses and learning tracks using various multimedia formats such as video, audio, text, and surveys, all compatible with SCORM, Tin Can, or AICC standards. This comprehensive LMS equips training professionals with the tools necessary to oversee their entire training initiatives from a single, secure platform. By integrating virtual, classroom, mobile, and social learning, SAP Litmos facilitates collaboration among training departments, sales and service leaders, safety and compliance managers, and HR teams, enabling them to create, globally distribute, and monitor online training courses, while also managing instructor-led sessions. The system streamlines previously time-consuming tasks, allowing teams to concentrate their efforts on ensuring that training aligns effectively with the organization’s strategic goals, ultimately fostering a culture of continuous improvement and development.

TurnKey Lender, a one-stop lending platform, is used by creditors from 50+ countries to automate their entire operation. The platform allows lenders to grow their business profitably while reducing operational costs and risk. It's an AI-driven SaaS which automates 90% of all lending process and gives B2C andB2B lenders a competitive advantage. TurnKey Lender Platform offers several pre-configured solution packages, including Commercial, Consumer Pay Later, Auto Leasing, Mortgage, Factoring, Leasing and Mortgage. TurnKey Lender was developed in constant collaboration with lenders around the world. It is a sophisticated solution that addresses real-world digital lending challenges.

StarRez's enterprise-class software helps you manage occupancy, billing and online payments. You can also report on property management and event management. Our products offer powerful and simple integrations that allow you to deliver exceptional residential experiences. StarRez customers have a modern, responsive, and secure (PCI Certified and SOC 2 compliant and GDPR compliant), complete end-to-end solution.

LawVu is the legal space for in-house legal teams to do their best, faster. Everything you need, when and where you need it - Make it yours. All matters, contracts, spends, intakes, knowledge, and reporting are available in one flexible and simple workspace that scales with your needs. LawVu allows legal teams to have complete visibility and control. This means you can spend more time on strategic work and less on your busy work.

Dazychain is a corporate legal software platform that provides end-to-end matter management, including intake, triage, document management, reporting, external panel management and collaboration, knowledge management and contract management. We can create a simple configuration for you, or create a fully automated experience, using your own processes and templates.

The innovative applicant tracking system (ATS) designed within the LinkedIn ecosystem is revolutionizing the hiring landscape. LinkedIn Talent Hub seamlessly integrates LinkedIn Recruiter and Jobs into a single ATS platform, enabling you to source, manage, and hire candidates all in one convenient location. This new system provides valuable insights throughout your hiring journey, empowering you to make informed talent decisions and secure a competitive advantage over other organizations. With Talent Hub, you can post a job and instantly access high-quality candidates through Recruiter, all while enjoying a streamlined hiring process. By combining these powerful tools, LinkedIn Talent Hub not only enhances efficiency but also ensures that you stay ahead in the race for top talent. Additionally, the platform's user-friendly interface simplifies the recruitment process, making it easier than ever to find the right fit for your team.

Dynamic proposals, along with integrated document management and next-day turnarounds for CAD and engineering, enhance the sales process, ultimately improving both deal closure rates and overall efficiency. Our solar and roofing software simplifies access to your proposals, enabling quick customization from any location. With features ranging from personalized company branding to integrated lending options directly within the proposals, our software effectively streamlines operations for better deal closure and efficiency. Are your proposals adequately addressing the needs of your sales representatives? In a world that demands rapid responses, consumers expect real-time adjustments. The Solo solar proposal software empowers you to make live changes using our dynamic and interactive features. Our emphasis on speed and precision allows your sales team to request and receive a proposal in mere minutes while engaging with the customer at their home. Additionally, our comprehensive design team collaborates with you to develop a professional proposal template tailored to your specific branding and sales requirements, ensuring that your presentations resonate with potential clients. This level of customization not only enhances the professionalism of your proposals but also increases the likelihood of successful sales outcomes.

Jobvite provides a comprehensive solution that equips recruitment teams and organizations to effectively manage every phase of the hiring process. Recognized as a leader in the Forrester Wave for Talent Acquisition Vendors, the Jobvite Platform enhances recruiting efficiency through a user-friendly applicant tracking system, capabilities for social recruiting, mobile-optimized branded career sites, a recruitment branding solution, an on-demand video screening feature, sophisticated analytics, onboarding processes, and smooth integration with other HR platforms. This suite of tools allows recruiters, hiring teams, and managers to identify and recruit top talent effectively. Additionally, with Talemetry, users gain access to an enterprise-level recruitment marketing platform that incorporates AI-driven automation and extensive analytics to enhance candidate sourcing, nurturing, and conversion. Not only does this partnership provide hands-on training, but it also shares best practices that ensure your talent acquisition team achieves reliable and successful outcomes for your organization, enabling a more strategic approach to recruitment. Together, these solutions empower businesses to build a strong talent pipeline that aligns with their long-term goals.

ConvergePoint contract management: Manage the full lifecycle of contracts on Microsoft 365 SharePoint. Contract Requests: Authoring, 3rd-party paper or own templates; Clause libraries; AI; Review/Approve workflows with advanced workflows. Contract negotiations and eSignature. Central repository for all signed contracts. Renewals/Expirations/Obligations. Tools for advanced reporting and search. Multiple integrations.

Digital transformation begins with establishing a streamlined flow. Break free from the chaos of numerous applications by consolidating your daily tools to form automated workflows that enhance efficiency in your business. Propel your innovation forward with a single platform that accommodates countless applications. You can enjoy both simplicity and robust functionality without compromise. With just a few clicks, you can select the applications you wish to link, define triggers and actions, and watch as your apps start working harmoniously. Experience automation that takes minutes rather than days—it's truly that efficient. All your applications and workflows are designed to operate cohesively. Seamlessly integrate both cloud-based and on-premises applications, including custom solutions developed with Claris FileMaker. You can even manage device-to-cloud integrations directly from your smartphone. Claris Connect is powered by Claris Core, which means our dedicated teams for DevOps, CloudOps, and SecOps are continuously working to provide you with cutting-edge technologies and top-notch security measures. We incorporate comprehensive security features such as end-to-end encryption, HSM key management, OAuth, MFA, and AI-driven threat protection, ensuring that you can connect with peace of mind. Furthermore, this commitment to security empowers you to focus on innovation without worrying about potential risks.

Law Ruler is a reliable software solution for legal customer relationship management (CRM), and case intake. Law Ruler was designed for law firms and features tools and capabilities that allow users to automate the intake process, increase lead generation and conversion rates. Law Ruler's key features include call tracking phone numbers and automated email and SMS messages. It also allows for customizable online intake forms and e-signature integration. Practice management software integrations are also available.

Vanillasoft is a sales engagement software platform designed to streamline and optimize outreach for revenue teams. It combines key functions such as lead management, sales automation, and auto dialing into one integrated solution. The platform guides agents by delivering the next best lead and recommended action, reducing guesswork and improving efficiency. It automates communication across multiple channels, including phone calls, emails, and SMS. Vanillasoft’s built-in auto dialer offers different dialing modes to help agents work at the most effective pace. The system prioritizes high-value leads, ensuring that sales teams focus on the most important opportunities first. It also provides structured workflows that keep outreach consistent and organized. The platform is widely used in industries like insurance, fundraising, and outsourced sales operations. Its reporting and analytics tools help teams track performance and improve results. Vanillasoft is designed to reduce administrative tasks and increase agent productivity. By combining automation, guidance, and communication tools, it helps teams close deals faster.

BrokerSumo is a cloud-based commission management solution designed specifically for real estate brokers and their teams. This software integrates a comprehensive suite of tools necessary for real estate professionals to efficiently oversee their office operations, finances, and agent management within a single user-friendly platform. It facilitates everything from the onboarding of new agents and the handling of monthly billing processes to the customization of commission structures and closing fees. Additionally, BrokerSumo seamlessly connects with QuickBooks, making accounting tasks straightforward and efficient. With its all-in-one approach, it significantly simplifies the administrative burdens faced by real estate professionals.

Transform your document-dependent tasks from a burdensome chore to a powerful source for growth and positive impact. Transform document-dependent tasks from unsecure, burdensome and manual busywork into a powerful source of positive impact and growth for organizations of any size and across many industries. Revver, formerly eFileCabinet, is an advanced document management system that will help you achieve business zen. Revver is a platform that combines many tools, including workflow automation and advanced search, as well as integrations with other business tools. These powerful features are designed to help businesses keep their heads above the influx of paper documents, and eliminate the chaos created by scattered digital assets.

Caterease Software is the most popular catering and event planning application available with over 50,000 users worldwide. Because of its flexible design and optional packages, Caterease is the perfect solution for event management businesses of any size. Create custom screen displays that respect your team’s workflow, custom event prints that reflect your company’s image and custom queries to track the specific information you need. Boost productivity, avoid costly mistakes and save precious time and money with this intuitive and user-friendly program. Take the work and the worry out of your busy workday with the most powerful catering and event planning program available. Discover automation made easy with Caterease Software.

In one line, PitBullTax is a business advantage for tax resolution professionals. Those who use the software to simplify and automate theiir work solve cases faster. In greater detail, what PitBullTax does is organize the entire lifecycle of a tax resolution case into a simpler, methodical process that lets you deliver the fast, accurate and lasting solution your clients are looking for. Just add a new client and start working. PitBullTax takes care of the rest: - Calculate your fees - Prepare engagement letters and IRS authorization documents (POA & TIA) to start working - Communicate securely through a client portal - Get a workflow for each case - Send questionnaires to your clients to get information faster - Request their IRS transcript & read the analysis report - See on one screen the result of the resolution evaluation - Get full representation support (forms, IRM, letters) - Receive alerts whenever IRS changes something on their side PitBullTax also includes powerful support and customization tools: - History log - White-labeling - Email import - Document preview & annotation - Integration with DocuSign, Zapier, Dropbox, OneDrive & Google Drive - API access - Case management, billing & payment processing With PitBullTax, you even make Revenue Officers’ lives easier (yes—one told us!). Via PitBullTax Institute, receive tax resolution training several times a year and get continuing education credits for your licence.

COZYROC's SSIS+ suite includes 270+ Data integration adapters, ETL components and tasks for developing ETL solutions with MS SQL Server Integration Services.

Axelor is an Open Source ERP, CRM, and BPM that can be easily customized. It includes more than twenty business applications. You will enjoy a modern design and intuitive navigation. Axelor is a new management solution that combines simplicity, efficiency, and ease of use. Axelor offers unparalleled flexibility and a new way to manage your business. Using the integrated BPM you can adapt in real-time, with very few configurations and very few custom development your application to business change.

Avilar's employee performance and competency management system, WebMentor Skills™, helps organizations identify, analyze and manage skill gaps within their workforce. By identifying the strengths and weaknesses of your employees, you can take the necessary steps to improve your training programs, develop workforce skills, and optimize performance. Identifying skill gaps with competency-based skills assessments, a skills database, and skills tracking capabilities is a critical first step in creating a competent workforce. Our workforce analytics and development solutions also help you: Align training with corporate goals Create individual development plans Close skill gaps Perform rapid skills inventories Plan for retirement and succession Identify and train tomorrow's leaders Prepare for disasters and crises Prepare a business continuity plan Perform assessments and performance reviews Make data-driven decisions Optimize workforce performance Comply with regulatory requirements

Impartner unlocks the potential of your partner ecosystem by helping you Manage, Optimize and Accelerate every step of the partner journey. Our platform supports industry-leading global enterprises, including several CRN 5-S Award-winning channel programs and designated Chief Partner Officers. At Impartner, you can be confident in knowing that not only are your business needs being supported by our innovative solutions but that you are also in excellent company.

eCourtDate is an AI-driven platform that streamlines communication and data management for the justice system. Courts and law enforcement agencies across the United States rely on it to improve efficiency, enhance outcomes, and lower failure-to-appear rates. Delivered through the cloud, it automates reminders in multiple languages via text, email, phone, and push notifications, cutting administrative workload while keeping people informed. Agencies can apply AI to generate tailored templates that refine message timing and wording, and secure portals provide instant access to calendars, case details, and official documents. Core functions include pretrial and probation check-ins with location tracking, risk prediction tools, community alerts, and integrated payment processing through GovPayPlan. Jury services are simplified with randomized selection, online registration, digital forms, and automated notifications. Data dashboards and analytics empower evidence-based decision-making, while AI chatbots supply around-the-clock multilingual assistance for scheduling, check-ins, and frequently asked questions.

StarfishETL is a Cloud iPaaS solution, which gives it the unique ability to connect virtually any kind of solution to any other kind of solution as long as both of those applications have an API. This gives StarfishETL customers ultimate control over their data projects, with the ability to build more unique and scalable data connections.