Docusign Integrations

Learn how top financial services and wealth management companies are using FutureVault in order to meet compliance, gain back-office and admin efficiencies, deliver greater value to clients, and ultimately save time and money. You can streamline and digitize document-related workflows, reduce security risks and compliance risks, and build trust with clients and their families. You will be able to improve compliance and administrative efficiencies, as well as providing your advisors, front office teams, and lines business with a value-add offering to scale workflow.

Property Management Software for the Managed and Letting. Effective workflows to manage your lettings and property operations from start to finish.

Effortlessly establish automated workflows among your preferred applications and services without needing to write any code. Parsey efficiently transfers leads, customer information, and additional data to your CRM or sales and marketing tools. With just a few clicks, you can link your applications to facilitate data transmission to and from external services. Extract data from emails, attachments, webhooks, or hosted files, and seamlessly send it to your CRM or automation platform, eliminating the need for manual data entry. You can create fresh records, update those already in place, and initiate any necessary automation processes. Say goodbye to custom API development and the costs associated with manual data handling. Achieve speed and accuracy with Parsey. Begin the process of parsing your emails within minutes by signing up for a complimentary account, setting up a Parsey inbox, and sending a test email. After identifying the data you want to extract, link it to the relevant fields in your platform, allowing the automation to streamline your workflow and save you valuable time. Plus, the intuitive interface ensures that anyone, regardless of technical ability, can harness the power of automation.

Managing critical business information in the cloud can be risky, as data might be unintentionally deleted, compromised by malicious actions, overwritten during updates, or wiped out by malware or ransomware. While Software as a Service (SaaS) applications typically provide basic options for data export and backup, they do not assume responsibility for any data losses you may experience. ProBackup empowers you to take control of your data by delivering comprehensive daily backups, ensuring your organization is safeguarded against potential data loss in cloud environments. Additionally, ProBackup allows you to access your data around the clock, significantly reducing the likelihood of downtime. Prioritizing usability and user experience, ProBackup makes it simple to set up and manage cloud backups. With an impressive uptime of over 99.99%, our systems are designed to scale effectively. Furthermore, our robust backup engine is well-equipped to handle accounts containing vast amounts of data seamlessly. With ProBackup, your cloud data management experience is not only secure but also efficient and user-friendly.

BusinessBANKER is a cloud-based, scalable Loan Origination Solution from Cognitive Group. It allows lenders to easily manage documents, collaterals and risk scores, workflows and compliance. It simplifies commercial loan processes, from initiation through to closing. BusinessBANKER increases employee productivity through its one-screen system, which was designed using a unique scientific cognitive approach and AI-driven automated automations. BusinessBANKER has editable interfaces for branch employees, mobile customers and web-based self-service. Users can create complex credit applications in under 5 minutes. BusinessBANKER consists of 5 core modules. DIGITAL INTERFACE MANAGER RISK MODELMANAGER DECISION ENGINE WORKFLOW MANAGER CONFIGURATOR Additional modules are available.

SaaShop offers a comprehensive solution for managing all of your subscription-based software needs in one convenient location, featuring a single bill and a user-friendly interface for virtually any SaaS product. The service comes at no additional cost to you, and in fact, it can help you save money on the software you already utilize. Eliminate the hassle of dealing with multiple credit cards by consolidating your subscription software payments into one bill. Our pricing remains consistent with that of the SaaS providers, and our team of SaaS experts is available to assist you without any extra charges. Acquiring new employee licenses is straightforward, requiring only a few clicks, while any modifications to your subscriptions will be reflected in the following month's billing cycle. We have partnered with leading companies to support larger projects if needed. SaaShop enables you to purchase all your software through a single combined invoice and an easy-to-manage interface for user license control. Additionally, we offer comprehensive support for deployment, configuration, integrations, and much more, making it simple to centralize and streamline the software you are already using effectively. By choosing SaaShop, you can focus on your core business while we handle your software management efficiently.

Quickwork is used by enterprises to create simple and complex workflows. It also allows them to create and publish APIs that are secure, and to manage conversational interactions between employees, customers, and partners. This helps to provide an excellent user experience. Quickwork is an all-in one platform that provides the tools and services needed to build powerful and scalable integrations. It also offers serverless APIs and conversational experiences. Drag and drop applications to create powerful integrations. No need to write a line of code. You can choose from 1000s of apps for business, consumer, analytics, messaging and IoT. Quickwork's API Management allows you to convert any workflow into an REST API in a single click. Our serverless infrastructure allows you to scale your APIs elastically and securely. Create and manage real-time messaging and conversational workflows across multiple channels with human agents, IoT devices, and chatbots.

Create and automate a sales compensation plan that is tailored to your SaaS needs, rewarding the metrics that are important. Simple, clean data and accurate payouts will help you make smart business decisions. Automated and spreadsheet-free calculations will help you achieve higher productivity and sales performance. Create fair and effective comp plans that are based on changing business needs to motivate your team. Real-time 360-degree breakdown of your sales commissions. Unlock your true earning potential. Integrate any data source with just a few mouse clicks while maintaining data integrity. You can sync data automatically with real-time synchronization or create a schedule. Get all your data in real-time, without downloading endless reports. Save hundreds of time as your data is automatically synced with your ERP or CRM. This ensures data hygiene. Reminders sent to your system to ensure that commission structures are up-to date.

Truto is designed from the outset to be declarative. Users can easily add new integrations and customize existing Unified APIs that we offer. You can explore the product freely without needing to use your real accounts, as we provide sandbox accounts for all supported integrations. We are committed to creating the best developer experience by crafting SDKs with care. It's often frustrating when there's a discrepancy between APIs and their documentation, and we aim to bridge that gap. Additionally, Truto allows you to select where your data is stored, offering flexibility to push information from third-party APIs straight into your database. We also support vector databases, enhancing your data management capabilities. With self-hosting options available, you can ensure that your data remains securely within your virtual private cloud. Moreover, our advanced user management features enable precise control over team member access, ensuring a tailored experience for your organization. This combination of flexibility and control makes Truto an invaluable tool for developers.

Elba represents the quintessential solution for fortifying your team's daily operations. It provides the capability to scan, monitor, and effectively address vulnerabilities across a large scale. The security of your organization is significantly enhanced through our collaborative methodology. Identify all sensitive information shared externally to mitigate risks associated with data loss. With employee context, potential alerts can be automatically resolved, streamlining the remediation process. Gain comprehensive visibility into all SaaS applications utilized within your organization. Eliminate unused, non-compliant, and high-risk applications to maintain a secure environment. By reducing phishing threats by 99%, we encourage your team to enable MFA on all SaaS platforms. From the very first day, we offer a pleasant learning experience to educate your staff. Throughout their entire journey, Elba guarantees that your team remains informed and trained on the most recent internal policy mandates. We cover essential security guidelines, including GDPR and SOC2, ensuring your compliance needs are met. Our tailored approach to automated phishing significantly minimizes risks, and you can track your team's improvements over time to measure their development. Additionally, we make it easy for organizations to foster a culture of security awareness that continually evolves.

Transform your sales interactions into a cohesive, personalized, and easily monitored sales environment. Reduce the clutter of inundated inboxes by adopting a dynamic hub where all your sales and customer success resources are just a click away. You can effortlessly share demo recordings, collaborative strategies, essential documents, and learning materials, among other things. Differentiate yourself from competitors by integrating the complete sales journey into one streamlined, adaptable, and traceable workspace. We are dedicated to assisting you at every stage, from initial outreach and post-demonstration follow-ups to finalizing deals and continuing on to onboarding and managing accounts. With our support, you can ensure a seamless experience for your clients throughout the entire sales process.

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.

Omi provides a unified platform that enables comprehensive management and oversight of your finances, contracts, and vendors, featuring straightforward onboarding and robust controls. Transform your contract and vendor management processes with ease. Omi simplifies the tracking of vendors and equips you with actionable financial insights, eliminating the need for spreadsheets. Keep all contracts organized in one location, ensuring they are consistently updated. Instantly view upcoming renewals and notifications on a single dashboard. The platform offers strong financial controls that assist in budgeting and strategic planning. Effortlessly search for and collaborate on contracts. Reduce inefficiencies and enhance your savings potential. Integrate your financial policies into each purchase and request to maintain precise control over cash flow through effective invoice reconciliation, accounting integration, and payment orchestration. Omi serves as a definitive source of truth for all your financial and operational needs. Moreover, seamlessly connect your procurement technology stack with Omi to achieve enhanced visibility and control while minimizing disruptions for your stakeholders. By doing so, you empower your organization to make more informed decisions.

FlowMate enables incredibly efficient integration building, allowing you to deliver every integration needed by customers in just minutes, which enhances connectivity and accelerates customer satisfaction. You can rapidly improve your integration services without needing to write any code, as each new integration is automatically featured in your embedded integration center, making it instantly accessible to all users. Users can activate automation effortlessly by linking the accounts of the integrated applications, which guarantees a smooth and effective integration process. Start by implementing the most beneficial integration for your business, share links without delay, and empower your customers right away. With an external link available, you can quickly meet all integration requests from your customers. Once you establish market fit, you can easily embed this reliable system into your solution, promoting ongoing growth and ensuring high levels of customer satisfaction. This capability not only streamlines the process but also fosters a robust ecosystem for continuous improvement and innovation in service delivery.

Integry simplifies the creation, deployment, embedding, and management of integrations for your SaaS, relieving engineering teams of burdens and enhancing the productivity of support staff. With visual programming, you can quickly develop robust integrations while still having the option to incorporate code as necessary. This platform enables you to utilize a highly abstract and expressive language that enhances your productivity beyond traditional programming languages, all without losing control. Integry supports connections to over 250 applications, allowing for a swift setup without the hassle of obtaining your own app credentials. You also have the flexibility to personalize any OAuth with your own credentials and branding. Integrations can be executed at specific intervals, facilitating data polling and the processing of recurring tasks. Additionally, you can connect to any API using our integration framework and leverage the same intuitive visual programming to implement your functionalities. Our advanced API client ensures seamless communication with any API server, enabling you to send diverse data and handle various responses effortlessly. This comprehensive approach not only streamlines integration processes but also empowers users to maximize their operational efficiency.

SocialCrowd simplifies the process of monitoring employee advancement towards objectives by providing reminders for outstanding tasks and instantly rewarding achievements, enabling you to concentrate on your priorities. You can define the targets you expect your team to reach and determine the points they will earn upon completion. With SocialCrowd, you can observe your team's real-time progress, complemented by regular reminders through texts, emails, and push notifications to maintain motivation. Integrate with the applications you already employ to oversee your team's activities seamlessly. Once a goal is reached, points are automatically granted, allowing for immediate redemption for a selection of appealing rewards. You can monitor employee progress related to assigned goals through the connected apps, ensuring everyone stays aligned. Daily updates are sent via text, push notifications, and email to reinforce focus and direction. Furthermore, the platform offers a comprehensive view of progress, along with a leaderboard showcasing employee achievements. With our ability to connect to various applications, including custom internal tools, you can effectively track employee performance regardless of where they are working. This comprehensive system not only enhances accountability but also fosters a culture of recognition and achievement within your team.

AgentAuth stands out as a dedicated authentication solution that streamlines secure and efficient access for AI agents across more than 250 external applications and services. The platform supports an array of authentication protocols, ensuring dependable connections alongside features like automatic token refresh. Additionally, it integrates effortlessly with top agent frameworks such as LangChain, CrewAI, and LlamaIndex, thereby amplifying the operational capabilities of AI agents. With a centralized dashboard, AgentAuth grants users complete visibility into their connected accounts, which aids in effective monitoring and rapid issue resolution. The platform also provides options for white-labeling, enabling businesses to tailor the authentication experience to fit their branding and OAuth developer applications. Upholding stringent security protocols, AgentAuth adheres to SOC 2 Type II and GDPR requirements, implementing robust encryption methods to safeguard data integrity. Moreover, its continuous updates and enhancements ensure that it remains at the forefront of authentication technology, adapting to the evolving needs and challenges of the digital landscape.

Chatlease serves as an AI-driven assistant specifically created for professionals in the real estate sector, aimed at optimizing communication with tenants, guests, and hosts. Utilizing a bespoke AI concierge, Chatlease adeptly addresses frequent inquiries and executes tailored actions via a variety of integrations. This innovative tool is finely tuned for real estate usage and incorporates data from your website, property listings, brochures, and other relevant documents. Ideal for realtors, short-term rental operators, and property managers, it enhances client interaction across multiple communication channels such as web chat, social media, and SMS. Chatlease boasts features like around-the-clock AI chat support, automated training capabilities, and deployment across various channels, allowing users to upload documents, connect with vital platforms, and streamline customer engagement. With support for over 160 languages and limitless integration options, Chatlease delivers a versatile and all-encompassing solution that adapts to the unique needs of real estate professionals, ultimately leading to improved operational efficiency and client satisfaction.

ZealiD is a certified trusted service provider that focuses on the issuance of Qualified Electronic Signatures (QES), which are legally recognized across all EU member states. Through the ZealiD app, users can authenticate their identity using face ID or touch ID, allowing for secure digital document signing. The registration process is efficient, generally taking around three minutes, and accommodates users from over 50 nationalities and supports 24 different languages. Furthermore, ZealiD's services are seamlessly integrated with prominent platforms such as Adobe, DocuSign, and Entrust, ensuring the provision of high-assurance digital signatures that align with EU/eIDAS and international standards. In addition to these services, ZealiD offers an Identity Wallet, which grants users a personal digital identity that adheres to eIDAS and ETSI security protocols. This Identity Wallet empowers subscribers to manage their verified credentials, including important identity documents and associated data. Moreover, relying parties have the capability to connect with ZealiD's API to access subscriber information, enhancing the overall utility of the digital identity framework. As digital transactions become increasingly prevalent, ZealiD is positioned to play a crucial role in ensuring secure and compliant electronic interactions.

SwarmZero is an innovative decentralized platform aimed at empowering AI researchers, machine learning engineers, and agent developers by offering a suite of tools that facilitate the rapid creation, deployment, and monetization of AI agents. It features a user-friendly agent builder that allows individuals to construct agents without requiring extensive programming expertise, while also offering compatibility with various machine learning models, APIs, and knowledge repositories to augment agent functionalities. The platform's Agent Hub acts as a digital marketplace where developers can showcase their AI agents, enabling customers to easily explore and select solutions that fit their specific requirements. Furthermore, SwarmZero introduces "Swarms," which are collaborative groups of agents working together to manage intricate workflows, thus improving overall efficiency and productivity. By fostering a transparent, community-oriented environment, SwarmZero strives to democratize the development and monetization of AI, making it more accessible to a larger audience. This commitment to inclusivity encourages innovation and collaboration among users, ultimately driving advancements in the field of artificial intelligence.

SimpleDocs is an AI-driven contract management platform designed to automate the creation, review, and management of contracts, including NDAs and other commercial agreements. The platform uses machine learning to streamline the contract lifecycle, offering features like AI-powered redlining, automated document creation, and easy e-signature integration with platforms like Docusign and Adobe Sign. SimpleDocs improves operational efficiency by offering customizable workflows, reducing manual tasks, and ensuring legal compliance. Its intuitive interface and secure data handling make it ideal for businesses seeking faster, more reliable contract management.

Zelt serves as a holistic human capital management (HCM) solution, effectively overseeing the entire employee lifecycle within one cohesive platform. By consolidating employee information and streamlining workflows across various HR functions such as payroll, benefits, leave management, performance, and engagement, Zelt enhances operational efficiency. This platform enables organizations to centralize processes like onboarding, document management, tailored approval workflows, reminders, and adherence to regulatory standards. Additionally, it automates crucial tasks such as payroll processing, benefits enrollment, reconciliation, and payments for global contractors. Zelt also simplifies the management of time-off requests—which can include holidays, sick leave, remote work, and parental leave—by closely integrating these with payroll systems. IT operations are made more efficient through app and device management, where inactive access can be identified, and hardware can be controlled remotely. Moreover, Zelt promotes employee development by offering tools for engagement surveys, anonymous performance reviews with structured timelines, and goal-setting frameworks that align with essential results. Ultimately, Zelt not only streamlines HR functions but also enhances the overall employee experience.

Tray.ai serves as an API integration platform that empowers users to innovate, integrate, and automate their organizations without the need for developer expertise. With Tray.io, users can independently connect their entire cloud ecosystem. The platform features an intuitive visual workflow editor that makes it simple for users to construct and optimize processes. Additionally, Tray.io enhances the workforce's efficiency through automation of various tasks. At the core of the first iPaaS designed for universal accessibility is the intelligence that allows users to execute business processes through natural language commands. Tray.ai is a low-code automation solution tailored for both technical and non-technical users, enabling the creation of complex workflow automations that streamline data transfer and actions across diverse applications. By leveraging our low-code builder and the innovative Merlin AI, users can revolutionize their automation journey, combining the flexibility of scalable automation with advanced business logic and integrated generative AI features that are user-friendly and accessible to all. This makes Tray.ai an invaluable tool for organizations aiming to enhance operational efficiency.

Fluxx Grantmaker is built uniquely for philanthropists by philanthropists. We understand you painpoints and challenges because most of us have been in your shoes and our system was built for one purpose only: help you better manage your grants so you can create even more impact. With Grantmaker you will be able to cut significant grant admin work by creating the workflows that meet your specific needs and compliance requirements with unlimited branches and variations, automating notifications, reminders even some validation steps, automatically creating grant agreements and amendments and more. Our unique interface lets you choose what to surface so each user only the information they need, whether it is a list of actions for a grant admin, an application to approve for a reviewer, documents to provide for a grantee or an overview of grant activities for an executive, creating efficiency and transparency across the organization. Get connected with your peers in the Fluxx community! A vibrant and growing network of hundreds of grant professionals who share tips, tricks best practices and innovative ideas.

Samaritan's eCoordinator is an innovative volunteer management software that helps in recruitment and management. eCoordinator offers powerful features such as LIVE criminal background checks, reference checking, survey tools, and many other tools. Using eCoordinator, volunteers can easily track their volunteer hours and create reports based on the data collected. This allows them to find volunteer opportunities and grow their programs.

PDS’ Vista is the complete HCM software solution for organizations with employees based in the US, Canada, or the Caribbean. All the pieces—human resources, payroll, benefits, time and attendance, recruiting, onboarding, self-service, workflow, analytics, and extensive reporting components—come together to simplify your business practices and processes. PDS serves a wide variety of organizations in many different industries, including professional services, finance, healthcare, retail, manufacturing, utilities, transportation, hospitality, non-profit, education, government, and others. Organizations are able to take advantage of the benefits of our cross-border, single database architecture that automatically presents employees with appropriate US or Canadian page content, based upon their citizenship. Although a single, integrated HCM and payroll solution, Vista provides robust tools that will scale as your business grows, delivers automation where it’s needed and necessary functionality where it’s logical. Whether you opt for Vista in the cloud or on-premise, we’ve delivered the operations management tools that you’ll need to monitor and securely manage your HCM environment.

Adaptable legal management software can help you improve the performance of your organization. OnitX Enterprise Legal Management helps legal operations departments in corporate organizations streamline their workflows, and improve processes. Control your entire operations footprint - from matter management, vendor management, eBilling and more - through a configurable engagement system that encourages collaboration. Our easy-to-use system allows you to create legal management workflows that match your unique business needs and alter, modify, or adjust them as needed.

iBroker is an efficient back office management tool tailored for the real estate sector. This platform empowers users to oversee property listings, streamline agent billing processes, document financial transactions such as payments and deposits, produce 1099 forms, and much more. Designed for user-friendliness and optimized for mobile devices, iBroker operates on a cloud-based system that requires little training and offers quick processing capabilities, making it an ideal choice for busy real estate professionals. As a result, users can focus on their core business activities while the platform handles the administrative tasks seamlessly.

Conga Contracts gives you complete visibility and control over all of your contracts. It streamlines and accelerates the creation and negotiation process. This automated contract management software is flexible and secure. It reduces negotiation times for all types of contracts and mitigates risk by controlling the terms and clauses that sales, legal and operations can use. It also limits the changes they accept or make. The solution includes a robust repository, flexible routing, approval rules, granular security controls and automatically generated reports. Conga also provides powerful document management and electronic signing (eSignature), tools.

RedTeam is a complete construction project management software. RedTeam is a construction management software designed by contractors for contractors. It comes with a wealth o tools that enable teams to deliver the best possible building experience for clients and key stakeholders. It covers all aspects of business development, project management, financials and closeout.

Sign In Enterprise is an enterprise-level solution that addresses the complex guest experience, workplace, risk, and compliance requirements of enterprise organizations. Our integrated platform streamlines the experience across different geographies, locations and visitor types.

SAP CPQ, previously known as CallidusCloud CPQ, enhances the customer journey by equipping your sales personnel and partners with the capability to manage intricate product configurations, streamline pricing, and create visually appealing proposals. With the SAP CPQ platform, you can ensure that customers receive the most suitable product at the ideal price and moment, thereby accelerating sales across various channels through seamless integration with any CRM or ERP system. By enabling sales representatives to expedite transactions across multiple platforms, the solution helps eliminate ordering mistakes, produce proposals in real-time, and tailor pricing for specific customers and channels. This integration fosters intelligent and streamlined sales processes that expedite quote generation, simplify approval workflows, shorten sales cycles, and allow staff to concentrate on driving sales. Additionally, it enhances business intelligence to capitalize on sales opportunities, boost cross- and up-selling efforts, and fine-tune pricing strategies while safeguarding profit margins. Ultimately, implementing SAP CPQ can lead to a more efficient sales environment that drives growth and enhances customer satisfaction.

CredentialMyDoc is a web-based software that makes it easy to enroll providers and create credentialing documents. It streamlines data entry and validation, reduces errors on forms, streamlines billing and increases provider satisfaction.

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.

A recent survey conducted by KPMG reveals that 53% of HR professionals are aiming to invest in process automation. By automating various requests such as Leave of Absence, intermittent leave, and employee onboarding or offboarding, you can create a more streamlined experience for your team. Furthermore, a study by Forrester highlighted a significant 361% increase in overall ROI when automating processes related to safety and risk management. Enhance your safety and risk management functions, which encompass OSHA compliance, incident management, claims oversight, investigative procedures, and audits across multiple locations. Break free from the burden of repetitive tasks and unproductive work. Utilize our premium service to reevaluate and transform your business processes, enabling rapid automation implementation. Make the most of Pulpstream’s integrated alerts, notifications, and process kick starters to maintain momentum and identify when tasks may encounter delays. Automate your processes and effortlessly monitor progress at a glance while enjoying the benefits of improved efficiency and productivity. Embrace the future of work by allowing automation to handle your routine operations, providing your team with more time to focus on strategic initiatives.

Bring the power of Candidate Relationship Intelligence to your hiring process with GoodTime Hire. Talent teams use Hire to automate interview coordination without losing the human touch, build genuine connections to win the best talent, and get data and insights to continually improve candidate relationships. Top brands use Hire to land top talent up to 70% faster.

At the core of any successful business lies the client. Exceptional Legal Business Management Software streamlines and automates operations, enabling you to focus on what truly matters—your clients' needs. With access to our team of seasoned professionals, you can explore how Linetime equips you to oversee your business effectively without getting bogged down by the software itself. Our specialized software is thoughtfully crafted to provide the flexibility and customization your business requires. Furthermore, we firmly believe that the quality of service accompanying your software is equally crucial. This belief fuels our EvolveCommunity platform, which is dedicated to enhancing user skills and knowledge. We measure our success by our clients' satisfaction, and that is why we strive to ensure our software delivers tangible and quantifiable benefits. Ultimately, our mission is to empower your business to thrive while keeping client satisfaction at the forefront.

Carizma is a user-friendly software solution that oversees the complete contract lifecycle, beginning from initial negotiations and extending through to the contract's expiration many years later. It streamlines the gathering and distribution of essential information and documents, enhances collaboration among various users, and keeps track of important deadlines, contractual duties, and associated risks. Contracts can be executed using eSignature options provided by DocuSign or FP Sign. Carizma epitomizes excellence in contract lifecycle management. With this system, you can effortlessly and effectively handle every stage of your contracts, ensuring oversight of obligations and risks even as team members transition. You will experience significant savings in time, resources, and finances right from the start, thanks to our robust document management capabilities that feature automatic versioning and tailored workflows for review and approval. All the necessary tools are seamlessly integrated and intuitive to use, making contract management a streamlined process. In addition, Carizma equips users with the insights they need to make informed decisions throughout the contract's life.

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.

Litify is the end-to-end legal operating platform designed to break down silos both within your legal team and between you and your clients. Our industry-leading platform includes customizable matter plans and intake questionnaires, a full suite of timekeeping and billing products, and native document management — all configurable in a user-friendly, no-code environment. Our platform is built on Salesforce, one of the most secure solutions in the world.

Rest assured that your software is current, your information is protected, and your business is operating at peak performance. Transitioning to the cloud allows you to access your insurance data anytime and anywhere, enhances data security, and cuts down on both costs and the time required to manage on-site hardware and software, while guaranteeing your business remains operational during unexpected disruptions. With a user base exceeding 100,000 across four nations, Applied Cloud™ stands out as the sole cloud solution tailored specifically for the insurance sector, delivering the reliability and performance your company demands. The expert team at Applied customizes your software to ensure that your agency management system functions optimally in the cloud. By entrusting all hardware and software testing, maintenance, and updates to the Applied Cloud specialists, your team can concentrate on enhancing sales and customer service. This way, your business can thrive without the burdens of technical upkeep.

Transform your raw business data into impactful insights that reveal how well your organization is performing. Utilize the pioneering insurance data analytics solution designed exclusively for your needs, which provides access to various analytical levels on crucial performance indicators pertaining to your agency's business portfolio, workforce efficiency, and insurer partnerships. With the user-friendly visual interface of Applied Analytics™, you can derive powerful graphical insights from the data within your current management system, ultimately enhancing employee productivity and fostering more lucrative relationships with both clients and insurers. Additionally, gain a comprehensive overview of your internal operations through key performance metrics that reflect employee performance trends, success rates, and progress towards set objectives. By scrutinizing essential business KPIs and tracking client portfolio growth, you can not only maintain existing revenue from clients but also explore new avenues for generating additional income. This holistic approach empowers businesses to make informed decisions that can lead to sustained growth and improved operational effectiveness.

Critical to the success of insurance organizations today is the ability to optimize productivity and profitability while delivering a positive customer experience. Nexsure is a comprehensive agency management solution with features designed exclusively for the needs of retail agencies, agency networks, wholesalers, managing general agents, and program administrators. Nexsure enables all of these organizations to streamline operations throughout the entire policy lifecycle, deliver superior customer service, build relationships, and gain insight to their business... Visit our website to learn more.

Contract Express is an innovative software solution that enables our clients and their customers to quickly create, approve, negotiate, and finalize a wide range of documents using plain language automation. Its user-friendly markup features, along with compliance and relevance tools, streamline the drafting process, allowing users to devote more time to important tasks. The software seamlessly connects with platforms such as Microsoft® SharePoint, Salesforce, iManage™, NetDocs®, HighQ, DocuSign®, and Adobe Sign. Setting up and installing Contract Express is straightforward and does not require extensive technical knowledge. Our dedicated document automation experts are available to support you throughout the implementation phase. Additionally, Contract Express offers an easy-to-use self-service questionnaire for business users, guiding them in contract creation with predefined questions and notes established by document owners. Once a document is completed, it is sent to designated legal and/or business approvers via an alert email, ensuring a smooth review process. This comprehensive approach enhances collaboration and efficiency within the organization.

Appical is a user-friendly platform designed to support employees throughout their entire journey, including pre-onboarding, onboarding, reboarding, and offboarding. Our goal is to enhance the employee experience through advanced technology, ensuring that employees thrive in their daily roles. We enable organizations to craft exceptional employee experiences by simplifying the process of journey creation, workflow planning, and fostering connections between new hires and their colleagues. Additionally, Appical equips you with essential data and metrics to consistently refine employee experience and boost productivity. Currently, our platform for onboarding and retention is empowering HR teams globally to develop customized employee experiences. With over nine years of experience and a clientele spread across 119 countries, the success of our leading platform is fueled by the dedication and positive mindset of our diverse international team. This commitment to excellence drives us to continually innovate and expand our offerings for the benefit of all our users.

Bringing together category-leading innovation, unrivaled Contract Lifecycle Management expertise, and a deep commitment to customer success, Sirion helps the world’s leading businesses contract smarter. Sirion contract lifecycle management (CLM) software revolutionizes contracting—transforming contract data into digital assets and delivering real-time insights for the full contract lifecycle. With industry-best AI, the powerful Sirion CLM platform accelerates contracting processes, reduces risk, cuts costs and delivers 360-degree visibility across the entire contract portfolio. Sirion is trusted by over 200 of the world’s most successful organizations to manage 5 million+ contracts worth more than $450 billion across 70+ countries.

Knead is an eCommerce platform that provides customers with B2B services. • Speed - Knead is a way to enhance information flow by overlaying existing systems. There is no replacement project. • Flexibility – Knead allows for the retention of any competitive advantage that results from unique business logic. The system is configured to match the actual way businesses operate. Knead is an overlay platform that allows for control over multiple systems. Clients can learn to anticipate potential problems and pivot as needed. • Partnership – Knead is an Australian company that uses a collaborative approach and provides local support. This sets it apart from other SaaS eCommerce companies.

TempBuddy's acclaimed mobile solution for temporary work is crafted to streamline the process and enhance your experience. By downloading the TempBuddy worker app, you can instantly get notifications about available temporary assignments from your agency, along with the convenience of logging your hours worked just by taking a selfie. This eliminates the need for traditional paper timesheets, allowing you to save both time and effort. You can easily update your availability, ensuring your agency knows when you are ready to take on work. The app allows you to clock in and out with a selfie, which automatically generates electronic timesheets for hassle-free tracking. Additionally, you will receive essential onboarding information, including maps to help you navigate to new assignments. You can edit and send your digital timesheets from anywhere, giving you flexibility and control over your work. The app also helps you view your shifts and manage your work schedule efficiently. TempBuddy ensures you have immediate access to job opportunities, whether through the app or via email notifications. By clicking on the alerts, you can access messages that contain critical job details such as location, company name, address, and the times and dates for your assignments or shifts, making your temporary work experience as smooth and efficient as possible. This seamless integration of technology not only simplifies tasks but also empowers you to take full charge of your temporary work engagements.

Sunrise IT Service Management is a comprehensive platform to manage today's process-centric IT organization. Today's IT department acts as an organizational enabler and business supporter. Help desk software can manage a wide range of operations and processes to ensure successful technology investments. Sunrise IT Service Management software provides an end-to-end solution to support your organization's goals, not just IT departments.

OnBase, Hyland’s flagship product is a single enterprise platform that manages your content, processes, and cases. OnBase centralizes all your business content and delivers the relevant information to you whenever you need it, no matter where you are. Your enterprise can increase productivity, provide excellent customer service, and reduce risk. OnBase is a single platform that allows you to build content-enabled apps. It can also be used to complement your core business systems. This will bring value to both your business units as well as your IT department. Rapidly create content-enabled solutions using a low-code platform for application development. This will reduce development time, cost, and silos within your department. OnBase can be deployed in the cloud, extended to mobile devices, and integrated with existing applications. All of this while leveraging the core strengths and security inherent to the OnBase platform.