Visual Planning
Visual Planning is a powerful scheduling and resource management tool that's simple to use. Visual Planning is used by thousands of organizations to share their schedules and work more efficiently together.
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Soraban
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.
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Ruum
Engage with both internal and external partners, monitor campaign expenditures, provide updates to agencies, and organize company events. Enhance logistical efficiency by developing and sustaining effective supply chain strategies while fostering teamwork throughout the planning and implementation phases. Simultaneously oversee services, manage Requests for Proposals, conduct Proof of Concepts, and handle customer escalations with complete transparency. Develop recruitment strategies, facilitate and organize interviews, onboard new staff members, and align employee initiatives with other divisions within the company. Supervise project-centric sales, track essential milestones, deliverables, and contacts; accelerate deal closures and replicate success across various accounts. Collect and analyze data, propose actionable plans, manage assigned tasks, and promote data-driven initiatives within the business. Maintain a comprehensive overview of all ongoing projects and tasks for better visibility and prioritization, ensuring that nothing falls through the cracks. This holistic approach not only drives efficiency but also fosters a collaborative work environment conducive to achieving organizational goals.
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CoConstruct
CoConstruct is a construction project management software that allows custom home builders and remodelers, to coordinate projects, communicate and manage finances, and communicate with clients and crew. CoConstruct is a top-rated software for home builders and remodelers. It offers a multitude of features that make the construction process easy. It provides tools for single-entry estimation, bidding, proposals and change order and expense tracking, client communications, tracking and managing leads and sharing files and photos, timesheet and timesheet management, as well as tracking and managing leads.
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