Docusign Integrations

Cliénta revolutionizes the client onboarding process, turning the often chaotic initial weeks of a new partnership into a streamlined and cohesive experience that clients can complete effortlessly from their own devices. As a dedicated onboarding solution specifically designed for UK accountancy firms, Cliénta eliminates the need for tedious manual processes, spreadsheets, and disjointed compliance verifications by offering a comprehensive magic link that encompasses everything from ID verification and AML screening to e-signatures and HMRC authorization, all within a single branded workflow. Seamlessly integrating into your current operations, it works with leading platforms such as Xero, FreeAgent, Karbon, Sage, FYI, Docusign, Pandadocs, and many top AML providers, enabling you to accelerate client onboarding while ensuring compliance with industry regulations. With Cliénta, you can finally stop the relentless pursuit of clients and instead focus on what truly matters. Embrace the future of client onboarding and join the ranks of modern accounting firms that are transforming their processes, allowing them to onboard clients in mere minutes instead of days.

Logicbox provides a comprehensive range of cloud-based business management tools and modules that can be tailored to automate and integrate the distinct processes and workflows of an organization, resulting in a cohesive system. Its features encompass account management, lead generation, configure-price-quote (CPQ), production, and functions related to invoicing, procurement, and inventory management across distribution, installation, and service sectors. Additionally, the platform offers administrative capabilities that allow for personalized notifications, approval workflows, user permissions, as well as custom reporting and analytical insights, enhancing overall operational efficiency. This level of customization ensures that businesses can effectively align the software with their specific operational needs.

OnitX ELM is a comprehensive enterprise legal management solution designed to streamline legal operations and provide full visibility into spend, matters, and vendor performance. It brings together key functions such as matter management, eBilling, vendor collaboration, and reporting into one centralized platform. The system automates invoice review using AI-powered tools like Spend Agent, ensuring accuracy and compliance with billing guidelines. It allows legal teams to track budgets, accruals, and spending in real time, helping them make informed financial decisions. OnitX ELM also includes configurable workflows that speed up approvals and reduce administrative tasks. Vendor management features improve collaboration by providing transparency and performance insights for outside counsel. The platform offers powerful analytics and reporting tools, enabling teams to measure performance and identify risks early. It integrates seamlessly with existing systems, ensuring smooth data flow and operational consistency. Designed for scalability, it adapts to the needs of growing organizations. Overall, OnitX ELM helps legal departments operate more efficiently while delivering measurable business value.

CoCounselor, a cloud-based legal practice management system software, was specifically designed to meet the needs and requirements of plaintiff's attorneys. CoCounselor allows you and your team to work faster, save time, and grow your firm. The top features include case management, instant document generation, medical billing, case expenses, reporting and dashboards as well as custom workflows and automation. Task and activity tracking are also included.

SalesSeek is a versatile cloud-based customer relationship management (CRM) solution suitable for businesses of all sizes, from small startups to large enterprises. Its core functionalities encompass contact management, sales funnel oversight, marketing automation, reporting tools, and email marketing capabilities. Additionally, SalesSeek offers seamless integration with a variety of platforms, including Sage One, QuickBooks, Zendesk, Facebook, and WordPress, enhancing its utility for users seeking a comprehensive CRM experience. This integration flexibility makes it a valuable asset for companies looking to streamline their operations and improve customer engagement.

Document Locator is a Windows-integrated document management program that can be accessed via the Web or mobile. It combines enterprise-class capabilities with ease of use. Document Locator is fully integrated into Microsoft Windows, Office and Outlook. It offers version control, approvals, security policies, workflow, security, security, and security. All this while using the familiar Windows folders interface. This system is ideal to file HR, Accounting, Projects and Contracts, as well as Quality. Integration with other systems is possible via an advanced API.

Campus Cafe is a cutting edge, single database student information system. It unites student services, admissions and financial aid, as well as alumni/development functions. Campus Cafe is designed for small and medium-sized higher education institutions and adult colleges. It offers integrated modules for student attendance, enrollment, inquiry, course registration, application and transcripts, billing, career tracking and billing, as well as modules for recruiting, inquiries, course registration and application. Other features include workflow and contact management and audit trails.

FundCount is an analytical and partnership accounting software that tracks, analyses and reports on complex investments. FundCount is suitable for fund administrators, family offices and hedge funds as well as private equity firms. It features an integrated multicurrency general leadger and automated workflow tools that bring greater efficiency to day-to-day processes. It also includes flexible, easy-to-use reporting tools that allow firms to quickly create and deliver customized reports to meet each client's specific requirements. Hedgeweek voted FundCount the Best Fund Accounting and Reporting System Firm.

Enboarder is the first onboarding platform for engagement. It is the new way that businesses can onboard. Our platform emphasizes the importance of human connection and experiences, putting employees at the center of everything we do. Enboarder can help you turn new hires into engaged, long-term employees and managers into on-boarding rockstars. This is how we are changing onboarding.

Avature is a highly configurable enterprise human capital management SaaS platform for recruiting and talent management, and the leading provider of CRM and ATS for human resources globally. Avature’s AI-powered solutions include shared services sourcing, applicant tracking, career sites, campus and events recruiting, employee referral management, social onboarding, branded employee engagement, employee mobility and workforce optimization, employee case management, performance management and learning. Avature delivers its services from its private cloud, located in data centers in the US, Europe and Asia. Learn more at avature.net or follow us at @Avature.

GoodTime is redefining enterprise hiring with human-first AI that keeps every stage of the recruiting process in sync. From candidate screening and scheduling to communications and insights, our AI agents step in to remove friction, automate repetitive tasks, and keep hiring teams and candidates moving forward. Acting proactively, they surface key insights, prioritize top talent, and ensure recruiters and hiring managers always stay aligned. Global brands like Priceline, Lyft, and HubSpot rely on GoodTime to accelerate hiring, make smarter decisions, and deliver memorable candidate experiences at scale. With capabilities such as automated multi-day interview coordination, SMS and WhatsApp messaging, workflow automation, interviewer selection, and robust analytics and benchmarking, enterprise companies cut their hiring timelines dramatically — often reducing time-to-hire by 50%. Discover how we power people-first hiring at goodtime.io.

Prodoscore™ is a software solution that measures your most valuable asset: your people. Prodoscore surfaces insights that keep you better informed and better prepared, using Machine Learning, AI, & Natural Language Processing. We measure thousands of daily activity points across your core business applications to provide productivity intelligence. Our mission is to provide never before seen visibility into employee engagement, rooted in data and digestible in seconds, to support a flexible work environment and ensure accountability. We want to be at the center of workplace decision-making by providing exceptional productivity intelligence that generates actionable insights for leadership. Implementation takes less than 15 minutes and has no impact on the end user.

BCM One delivers a wide range of managed technology solutions that assist companies in simplifying their networks, making communication, collaboration, and connectivity both straightforward and budget-friendly. The inherent complexity of business networks can become even more challenging when there are multiple locations, various vendors, differing work methods, and changing technological requirements, leading to potential chaos in infrastructure management. In the absence of adequate transparency, oversight, and specialized knowledge, organizations often find themselves dependent on outdated systems, creating unsustainable networks, and incurring unnecessary expenses for services that do not align with their needs. BCM One is dedicated to tailoring your technology solutions to fit your current networking requirements while ensuring you have the capacity to scale as your business expands. While your network might be complicated, it can still be manageable with the right approach, and BCM One is here to guide you through the process. By optimizing your network, BCM One ensures that it effectively supports your collaboration and communication needs both now and as your company continues to develop. Ultimately, their expertise can transform your network challenges into streamlined solutions.

FIELDBOSS, an end-to-end field-service software solution, is built on the Microsoft Dynamics Platform. FIELDBOSS simplifies complex operations and makes it easy to connect field service contractors with customers and equipment. FIELDBOSS empowers companies and provides real-time profitability information for management. The organization is managed by a team made up of Certified Microsoft Technology Specialists and Chartered Professional Accountants who have been providing high-quality service in the Microsoft solution consulting market since 1989. FIELDBOSS offices can be found in New York City, USA and Toronto, Canada.

Contract management software can transform your company's contracts from blockers into enablers. This will make your business more efficient, collaborative, and controlled. Next-generation workflow designer that transforms any manual process into an automated approvals playbook and collects contract data along the route. Secure collaboration platform that brings together all your emails, redlines and conversations for context-rich contracting between internal and external counterparties. You have access to all your legacy and current in-flight contracts through a central, auto-updating repository. Advanced search and reporting are also available. Critical information about every contract, workflow, approval. The business, with deep integrations as well as a modern collaboration platform. You can use this information to make better contracts. Ironclad is a fast-track tool that allows you to quickly create contracts and becomes invaluable to your business partners.

No-Hassle Contract Management For Small Businesses and Nonprofits Instant peace of mind regarding contract renewal dates, storage approvals, and storage So you can focus on the things that matter!

Previously known as iText, we are now a part of Apryse. With optimized technology and a comprehensive suite of tools, Apryse simplifies even the most complex projects, taking you further, faster. Committed to feature-rich products that are made better, Apryse offers superior document solutions across all applications and enterprise workflows. With iText by Apryse, our diverse customer base includes more than half of the Fortune 500 companies, as well as many government agencies and small companies alike. Our software has grown out of the open source space, and we still believe in the value of open source software. Our core library iText 7 Community and earlier versions iText 5, and iText 2 are all available under the AGPL license. We do offer commercial licensing for customers that do not wish to comply with AGPL and would like to keep their source code private. You may have used iText when you: - received a boarding pass from an airline, - received a PDF invoice or receipt, - received a PDF document after filling in a form, - and many more. For more information, visit the Apryse website.

Case Master Pro is a legal management software that aids debt collectors and law firms in managing their case files and accounting operations. It allows lawyers to store important documents in a central database, assign task list to specific employees, track case files with information about opponents, accounts, litigation, or judgments. Case Master Pro's key features include bookkeeping, scheduling and check printing. Invoicing, transaction management, and account reconciliation are some of the other key features. Administrators can set up security settings and create reports to gain insight into the performance of their organization. It also includes a self-service portal that allows clients to access documents, images, and claims related online to their individual case files.

We are a mortgage point-of-sale system for the future. We assist Loan Officers with the most time-consuming tasks they face. Pre-Approve me can reduce the time it takes to complete a file, eliminate weekends and evening calls for payment scenarios and Pre-Approval Letter request, and help loan officers attract new partners like no other in the market. These are the core features: Industry leading smart 1003, - Automated, AI-powered document request and management system - Loan Status updates, notifications - Automated Pre-Approval Letters - Mobile app with custom branding - Co-Branded Realtor portals and apps, as well as notifications

Embrace a paperless approach with our Form & Document Management CRM designed for every team. Transitioning to a paperless environment is the ideal solution for small and medium enterprises. This system consolidates all your employees, customers, and vendors into a single database, facilitating seamless communication, task management, and paperwork handling without the need for physical documents. With all your forms and documents stored electronically, the platform offers features like routing and approval tracking. Once you have your data organized in forms, you can analyze it or search for specific criteria effortlessly. Additionally, you can collaborate with teammates and clients easily. Each staff member and contact has a dedicated File Cabinet, accompanied by a central company File Cabinet. Your documents are organized in the File Cabinet using custom fields and tags. We specialize in assisting you with digitizing documents and forms, making the transition to an electronic filing system on Paperless Online smooth and efficient. Furthermore, contacts can access a self-service portal to submit necessary forms and documents, ensuring that all data—including forms, documents, and files related to teammates, clients, and vendors—can be stored and retrieved with ease. This transformation not only enhances efficiency but also significantly reduces clutter and improves overall productivity.

GovTech offers a Cloud Software as a Service designed specifically for local and state government licensing and credentialing boards, facilitating the management of permits, licensees, disciplinary actions, inspections, complaints, investigations, documentation, correspondence, reporting, workflows, and forms pertinent to licensing operations. This comprehensive system encompasses applications, renewals, information updates, complaints, disciplinary actions, verifications, and payment processing. The ERP system enables board staff to efficiently search for, manage, and process groups of records. In addition, staff members can independently handle workflow tasks, customize public-facing forms, adjust field settings, modify record layouts, manage staff permissions, and generate saved reports along with form letters, such as mail merges. It also features integrations with state criminal background check systems and national associations via APIs. Furthermore, the Licensee Self-Service dashboard allows individuals to access detailed information about their licenses, update their contact details, monitor renewal timelines, and manage permits seamlessly. Additionally, the ERP solution serves as a centralized management tool for small businesses, helping them escape the challenges often associated with using spreadsheets for their operational needs. Small businesses can thereby streamline their processes and enhance productivity through this tailored management system.

Tydy is an Employee Data Platform designed for fast-growing companies that need to deliver an automated and personalized employee experience, at scale.

NonProfitPlus is a cloud ERP accounting software specifically designed for nonprofits. Our product was built from scratch. We didn't reuse any modules that were used to mimic fund accounting or grant system. NonProfitPlus was designed to make it easy for users to complete their tasks. This includes the ability to track, process, report and manage funds, grants, and programs. This ERP Software is the most flexible on the market and has a pricing structure that is specifically designed for non-profits. You can get everyone involved in one system with better controls and definable workflows. Users can be restricted to the functionality and accounts that they use. This includes spending protection, budgeting and reporting.

Managing proposals, contracts, and client communications just got easier. ClientPoint Enterprise simplifies document generation, automation, and AI-powered collaboration through ClientPoints—dedicated workspaces and relationship sidebar for prospects, customers, and partners. Schedule meetings, chat, video conference, share content, e-sign documents, and even process payments—all in one centralized platform. Seamlessly integrate your CRM, ERP, BI, and other business tools, or leverage ClientPoint’s custom CPQ and endpoint solutions to optimize your tech stack and cut unnecessary costs. The platform also includes a content library, document storage, template creation, and automation for sales decks, proposals, and RFPs. Pricing is tailored to your business needs, branding, and customization level. For solopreneurs and basic users, ClientPoint.me offers a free solution.

Enhance the efficiency of your legal operations and workflows by utilizing a cohesive digital workspace designed to connect legal professionals, enabling increased productivity and seamless collaboration. This platform allows for the sharing of important insights while fostering engagement with both clients and colleagues, ensuring the delivery of top-tier legal services. By employing this integrated solution, teams can standardize and automate tedious tasks and processes, leading to improved effectiveness and efficiency. It also facilitates the management of intricate projects and matters, allowing for the assignment of tasks, document collaboration, and full transparency throughout the process. HighQ’s secure technology platform is trusted by leading organizations to safeguard sensitive information and securely share critical data. With a unique blend of user-friendly design and robust enterprise capabilities, HighQ provides an exceptional experience tailored for both legal professionals and their clients, ultimately transforming the way legal services are delivered. By adopting such innovative solutions, organizations can position themselves at the forefront of the legal industry.

Effortlessly implement digital procedures that enhance operational efficiency through a simple drag-and-drop interface. Develop and launch top-tier mobile procedures in mere seconds, enabling the seamless transformation of your traditional paper checklists into digital formats without any coding required. Conduct inspections on any device, even without an internet connection, ensuring flexibility and accessibility. Optimize your workflows by directing users with intelligent logic and timely alerts, while harnessing AI to extract meaningful insights from your data. Quickly generate professional PDF and Excel inspection reports to deliver fast solutions. Integrate your current systems to facilitate real-time data exchange, allowing for dynamic updates. The intuitive drag-and-drop builder allows anyone to create digital procedures in an instant, fostering an environment where everyone is encouraged to drive positive changes. Our "No-Code" approach, as opposed to "Low-Code," ensures that anyone can easily turn problems into profit opportunities. To thrive in today's rapidly evolving landscape, it is essential to empower every individual, from entry-level employees to top executives, to take initiative and lead transformation efforts. This democratization of technology is key to staying competitive in a fast-paced world.

ResMan stands out as the premier property management software trusted by property owners, operators, and investors in the multifamily real estate sector. Specifically designed for affordable housing, our software ensures compliance with HUD regulations and the Low-Income Housing Tax Credit, making it an ideal choice for these properties. Moreover, our comprehensive solution caters to commercial real estate, effectively managing office, retail, and industrial spaces with ease. By utilizing ResMan, you can enhance conversion rates, alleviate the workload of your staff, and improve the experience for prospective tenants. The ResMan CRM features a fully integrated solution that allows onsite teams to manage leads more effectively, leveraging advanced technologies such as AI, chatbots, automation, and intuitive dashboards. Additionally, ResMan’s BoardRoom serves as a customizable dashboard that focuses on the metrics that matter most to you, providing a holistic view of your business operations. With this powerful tool, you can make informed decisions and strategically drive your business forward.

PDS Debt Settlement Software automates all aspects of your debt resolution business. Prime Debt Software guides you from the initial quote generation to document management and on to settlement negotiations and settlements. PDS Debt Settlement Software can be used to support any size debt management business. It is flexible and powerful enough to handle large amounts of debt. It is a complete solution that grows with your debt management business and supports you every step. Our debt settlement software is affordable and will make a significant difference in your agency's debt management business. Accounting module allows you the flexibility to use multiple payment plans. These plans can be tailored to your business policy, state and local regulations, and client's individual needs. Clients can pay by ACH, money order or check. They can also pay by cash, check, cash, and phone check. Each counselor can be set up to accept phone payments.

Altvia's integrated product suite and industry knowledge optimize the Salesforce CRM platform to support Alternative Investments. Transform data and relationships into institutional information to gain the competitive edge you need to propel your firm forward. Altvia's Private Equity CRM solution AIM is a proven way to harness the interactions of your investments, portfolio performance and back-end systems to scale growth. AIM can be integrated with a LP Portal and Data Visualization tool to empower your internal and externe teams. Stakeholders and investors will be able to trust and receive transparent information and capital.

Mendix, a Siemens company and global leader in enterprise low code, is fundamentally changing the way applications are delivered in a digital enterprise. The Mendix platform allows enterprises to 'Make with More' by increasing their development capabilities to overcome the software development bottleneck. 'Make it Smart' by creating apps with rich native experiences that can be intelligent, proactive and contextual. 'Make at Scale' is a way to modernize core systems and create large app portfolios. Mendix is designed to encourage intense collaboration between IT and business teams. It dramatically accelerates application development cycles while maintaining the highest quality, security, and governance. In short, it helps enterprises leap into their digital future. More than 4,000 top companies have adopted the Mendix platform, including Conoco Phillips and Business Development Bank of Canada. Post NL, Continental, Zurich Insurance and more.

DynaFile is a leading cloud-based document management system built specifically for Human Resources teams looking to streamline operations and go paperless. Designed with flexibility and security in mind, DynaFile offers powerful tools to simplify employee file management, increase compliance, and improve overall efficiency across your organization. With DynaFile, HR departments can securely store, organize, and manage digital employee files in one centralized location. Say goodbye to bulky file cabinets and lost paperwork—DynaFile makes it easy to retrieve documents instantly using powerful search and indexing features. Key features include: * Automated Document Workflows: Eliminate manual filing with integrations to leading e-signature solutions like DocuSign, Adobe Sign, PandaDoc, and more. Automatically route completed forms directly into employee folders. * Barcode Scanning: Digitize large volumes of documents quickly. Barcode cover sheets allow instant routing of scanned files to the correct folder and location—perfect for converting legacy paper records. * HRIS & Payroll Integrations: Seamlessly sync with platforms like ADP, Workday, Paylocity, SAP, and others to maintain up-to-date records without duplication. * Cloud-Based Access: Access employee files securely from anywhere, supporting hybrid and remote teams while enhancing collaboration across departments. * Compliance & Security: Robust access controls, audit reporting, and retention rules ensure your organization stays compliant with federal and industry regulations. Whether you're managing onboarding documents, performance records, or audit trails, DynaFile helps HR teams boost productivity, reduce paper waste, and ensure secure, compliant file management.

VendorPanel, a source-to-contract procurement platform, is used by state and local governments, procurement aggregators, and corporates. The SaaS platform enables organisations to simplify procurement, reduce risk, maximize savings, and drive positive social outcomes. -- Decentralised sourcing -- Tenders, panels and prequalification -- Supplier discovery & management -- 50,000 Marketplace suppliers -- Social procurement -- Local economic development Analytics & Reporting -- APIs

VARStreet XC is a cloud-based business management platform. VARStreet XC E-Commerce platform is a responsive, scalable, and flexible application designed for VARS, distributors, and MSPs of all sizes. The platform is integrated with popular payment gateways and shipment carriers. Get unlimited custom pages; Configure Pricing, Catalog, Payment Methods, and Shipment methods based on Logins. Get powerful end-user reporting and a powerful dashboard for every customer. Has a powerful search engine, supports Advanced Search and multiple currencies on the store.

The traditional way travel agents and other representatives arrange hospitality services for hotel and travel bookings has changed since CRM was introduced to the hospitality industry. Hoteliers have taken to heart the benefits of CRM software for the hospitality industry and hoteliers have adopted the on-demand Customer Relationship Management services (CRM) in the industry. CRM software allows hoteliers to reduce distribution costs, maintain brand integrity, and operate without the need for industry discounters. The internet users are smart and educated. They enjoy smooth and seamless online services and have taken up ebilling and self-serve options as well as hoteliers with equal enthusiasm. Salesboom CRM software for hoteliers offers integrated and synchronized performance across all channels, including call center, billing, and sales.

Salesforce Agentforce Education is a comprehensive education CRM that combines AI, analytics, and modern SIS functionality in one unified platform. It centralizes constituent data to create a 360-degree view of students, alumni, and supporters. Recruitment and admissions teams can engage prospects with personalized, AI-driven support throughout the enrollment journey. Academic operations benefit from intelligent course search, registration management, and degree planning tools. Student success teams gain advising insights, automated summaries, and proactive case management capabilities. Advancement and alumni relations teams can streamline philanthropic research and donor engagement. Built-in analytics surface trends and performance indicators in real time. The flexible data architecture supports lifelong learner engagement across programs and departments. Integration with products like Data 360, Marketing Cloud, Slack, and Tableau extends collaboration and personalization. Agentforce Education helps institutions improve efficiency, enhance engagement, and drive better educational outcomes.

Legal Suite provides solutions for corporate legal departments and law firms. Legal Suite is part of the Septeo Group which is a major player in technology serving lawyers, real estate managers and IT departments. Septeo's expertise can be found all over the globe to 120,000 users. No more playing hide-and-seek with your documents and emails Turn your paper into data by scanning all documents, so they are searchable and findable. Get a 360-degree view of all interactions with a client in one place to respond quickly to every request. Automate document naming for consistency. Have you noticed if ten different people name their documents, it might result in ten different document names? (Unless, of course, you are a machine). Our software creates consistent names so everything is easier to find. Protect your communications. Access a private and interactive workspace portal that allows you to exchange information with internal clients and external partners. Securely chat

Elixir Cloud is an online platform designed to offer flexible and efficient tools for orchestrating customer interactions and achieving engagement goals while swiftly adapting to market changes and regulatory demands throughout the content lifecycle, utilizing both digital and traditional channels preferred by customers. Although regulated communications may pose significant challenges for your organization, they also hold the potential to become invaluable assets with the support of a Center of Excellence (CoE) to enhance scalability. Featuring an intuitive graphical interface, Elixir Cloud empowers all stakeholders involved in the creation and management of vital customer communication outcomes by facilitating functionality within a business-oriented framework. Additionally, Elixir Cloud seamlessly integrates with established business applications like Microsoft Word, allowing users to adopt innovative technology without departing from their familiar tools, all while benefiting from sophisticated content management and embedded business rules. This adaptability ensures that organizations can effectively meet the diverse needs of their clientele while maintaining compliance and efficiency.

Streamline and oversee various facets of your business, including marketing, sales, services, and projects, all from one comprehensive CRM platform. This ensures that your clients' private information remains secure. With the Quiddity mobile application, you can provide essential information to your customers even while on the go. Having CRM software on your mobile device allows you to manage numerous functions without being confined to your office. Utilize the Quiddity timesheet report to monitor how much time your employees dedicate to specific tasks, while also keeping an eye on the leave taken by your staff. Review the reports generated by Quiddity to gain insights into all operational processes. You’ll uncover valuable data regarding your marketing efforts, time allocated to task completion, lead statuses, invoice counts, and much more. Implementing Quiddity CRM into your organization is straightforward, requiring no technical know-how. The clear and concise user guides are designed to be easily navigable, facilitating a smooth integration into your business operations. This allows for better efficiency and informed decision-making across your entire business.

CS Broker gives brokers the leading edge in technology with automated workflows, smart-filtering submission channels, Lender API integrations, and automated renewal forecasting features to make the MCA process more intelligent. 

Bloomreach transforms the e-commerce landscape through personalization. Its innovative data engine consolidates real-time information about customers and products, enabling businesses to gain insights into true customer desires. By linking this insight across various channels, the e-commerce experience becomes boundless, adapting to customers’ evolving preferences as they shop. Powered by Loomi, Bloomreach's AI platform for e-commerce, this approach opens up countless new avenues for making purchases. The suite of Bloomreach products encompasses Engagement, a marketing automation tool; Discovery, an advanced e-commerce search solution; Content, a headless content management system; and Clarity, which offers AI-driven conversational shopping experiences. With numerous AI patents to its name, the company caters to a diverse array of global brands, including Williams-Sonoma, Bosch, Puma, and Marks & Spencer, illustrating its broad market impact. This comprehensive approach ensures that businesses remain competitive in a rapidly changing digital marketplace.

LendFoundry is an award-winning SaaS platform that provides lenders with advanced tools and accelerators designed to oversee the entire digital lending lifecycle. This platform includes a comprehensive Loan Management System featuring both a Loan Origination System and a Loan Servicing System, in addition to modern capabilities such as customer management, compliance reporting, authentication, security measures, AI-driven credit scoring, and marketing functionalities. With a SaaS model that significantly reduces initial startup costs, this AI-enhanced platform intelligently identifies priority accounts, develops risk profiles, and suggests optimal interest rates to maximize profit margins. It serves as a self-service portal for customers, granting them a consolidated view of their loans, payments, and statements. LendFoundry allows for the implementation of the entire solution or the selective use of components that align with specific business needs. Its flexibility supports complete automation of underwriting processes as well as the customization of back-office workflows for manual verification as required. Furthermore, the platform features a user-friendly and visually appealing interface that facilitates the logging of all activities efficiently. This innovative approach not only streamlines operations but also enhances the overall user experience for both lenders and borrowers alike.

SmartDocuments is a document automation and document creation software that allows businesses to create and manage documents quickly. Always ensure that you send and store documents with the correct corporate identification. You can easily create your own templates and manage them. No more copying and pasting Word documents. Insert external data into documents to automate the creation of documents Drag & Drop is all that's required to create a template. We value simplicity above all else, no matter how many features we add.

Enhance your fundraising capabilities and expedite your closing process with an integrated suite that includes data rooms, lead management, online subscriptions, and a tailored CRM for private fundraising. Eliminate the need for spreadsheets with intuitive tools designed for calculating returns, managing waterfalls, and automating workflows for investors. Offer your clients exceptional reporting and instant access to their investments through the top investor portal in the industry. Optimize your fundraising initiatives and accelerate closings using customizable data rooms and online subscription options. Seamlessly create and securely distribute personalized notices, financial statements, and reports that meet industry standards. Effortlessly oversee partnership accounting while automating distribution calculations and tracking payments all from a single, centralized dashboard. This comprehensive approach not only simplifies processes but also enhances client satisfaction and engagement.

Handling legal entities through outdated software and spreadsheets can be quite challenging. Discover why leading Fortune 1000 companies and AMLaw 100 law firms rely on Athennian for their global entity governance and compliance automation needs. With the integration of Athennian and iManage Cloud, the process of document maintenance and entity management is simplified, allowing seamless communication between tools in your everyday workflow. Enhance your daily operations with our cloud-based platform, ensuring that all transactions are well-organized so you can concentrate on boosting your revenue. By utilizing real-time access to consistent entity data, templates, minute books, and other essential resources, you can improve accuracy and manage a greater number of entities in less time. Additionally, cloud platforms are designed with stringent security measures, featuring servers and fail-safes that meet the highest industry standards. Athennian proudly holds SOC 2 Type II certification, assuring organizations throughout North America of its reliability and security. This commitment to excellence not only safeguards your data but also empowers your legal operations to operate more efficiently.

Unlike other ATS systems, Fountain is build for high-volume hiring at scale. Our mobile-first platform keeps candidates engaged and reduces drop-off via built-in automated scheduling, text and email reminders; thus also reducing time to fill and time to hire. Additionally, unlike other ATS, Fountain allows drag and drop workflows by requisition and free (domestic) SMS built into our platform. We help companies increase productivity and save costs in the talent acquisition function through an easy-to-use interface, automation, and flexible workflows by requisition. We also give the CHRO, talent acquisition manager, and recruiters real-time visibility and a holistic view so you know exactly where you stand in your recruitment efforts.

Torii is a SaaS platform for managing your SaaS business. It transforms how companies operate by creating an autonomous IT that allows IT to increase velocity and agility. Torii allows IT professionals to optimize and control SaaS costs and discover SaaS usage within their organizations. Torii provides instant visibility and control of all company-wide SaaS applications (cross G Suite, Okta and Dropbox), giving IT control over SaaS. Companies use Torii for: 1. Automated visibility of all SaaS app usage 2. SaaS apps waste and cost tracking 3. Automated, compliant employee on-boarding/off-boarding 4. SaaS License Management and Renewals Torii's customers include Pipedrive, Delivery Hero and Via.

CentricMinds, a cloud-based digital workplace, team collaboration, and employee communication tool, is a leader in small, medium, large, and large-sized businesses.

LogicManager is a powerful, holistic Enterprise Risk Management (ERM) platform built to unify governance, risk, and compliance efforts across your entire organization. Designed for risk professionals, compliance officers, internal auditors, and business leaders, LogicManager provides the structure, intelligence, and automation needed to turn risk into a strategic advantage. At its core is our patented Risk Ripple® Intelligence, which maps relationships between risks, controls, processes, vendors, and policies—so you can see how everything is connected. This gives you a dynamic, real-time view of your risk landscape and allows you to act proactively rather than reactively. Whether you're monitoring operational risks, managing regulatory compliance, conducting audits, or ensuring vendor due diligence, LogicManager empowers you to do it all from one centralized platform. Unlike point solutions or spreadsheets, LogicManager offers no-code configuration, robust workflow automation, and integrated tools for incident management, control testing, policy management, and strategic risk assessments. With LogicManager Expert (LMX)—our embedded AI assistant—you’ll receive best-practice recommendations, uncover hidden threats, and accelerate time to value with less manual effort. Trusted by organizations in healthcare, finance, government, education, and beyond, LogicManager simplifies complex processes, improves accountability, and provides board-ready reporting that proves the effectiveness of your governance strategy. Our flat-fee pricing and award-winning support ensure transparency and satisfaction at every step.

Beezy serves as the smart workplace solution for Microsoft Office 365, simplifying and making organizational collaboration more pertinent. By enhancing the Microsoft productivity ecosystem, we integrate the digital workplace, allowing users to communicate, share, and work together more effectively, regardless of whether they are operating on-premises, in the cloud, or in a hybrid setup. Major clients like Monster, Bank of England, and ZF are now able to take advantage of a fully functional, modern digital workplace that seamlessly combines Collaboration, Communication, Knowledge, and Processes. Our platform is entirely customizable, enabling clients to create their own unique connectors through our API, which can interface with both the Microsoft suite and external services like SAP, Workday, and Salesforce. Accessible on all devices—desktop, tablet, and mobile—Beezy's user experience prioritizes mobile usability, featuring an advanced mobile application compatible with both iOS and Android devices. This commitment to user-centric design ensures that collaboration remains smooth and efficient, regardless of the device being used.

Effortlessly fill out intelligent web forms with relevant data and swiftly create NDAs, term sheets, subscription agreements, KYC documents, and more. Seamlessly connect with Obsidian Suite’s sophisticated client management database to monitor all aspects of client compliance. Optimize your workflow with our easy electronic sign-off feature, integrated with the advanced capabilities of DocuSign. Take advantage of real-time document status updates and comprehensive client interaction tracking through automated CRM feeds. Obsidian’s dynamic client portals cater to a diverse range of clientele, including institutional investors, high-net-worth individuals, and professional firms. This suite provides unmatched adaptability in client communication tailored for all types of investment management firms. Obsidian SmartDocs stands out as a premier solution for electronic subscriptions and KYC documentation within the investment sector. By automating and optimizing the management of investor data flows across various systems, SmartDocs empowers investment firms to achieve accelerated growth while enhancing their operational efficiency. Furthermore, the platform’s user-friendly interface ensures that all stakeholders can easily navigate and utilize its features effectively.