Ortec Finance Integrations

Salesforce provides tailored CRM solutions with Starter Suite and Pro Suite, designed to support small businesses at every stage of growth. Starter Suite delivers a simple yet powerful way to unify marketing, sales, customer service, and commerce through an intuitive platform that includes AI-powered features and a 30-day free trial. Pro Suite expands on these capabilities with advanced automation, customizable workflows, enhanced pipeline visibility, real-time chat, and integration with a broad ecosystem of apps on AppExchange. Whether you need a streamlined CRM or a more robust tool to handle complex business processes, Salesforce offers scalable options that grow with you. Both suites come with marketing campaign tools, service automation, and ecommerce capabilities, helping you find leads, close deals, and delight customers efficiently.

Cascade Suite is designed to cater to both fund administrators needing enhanced precision and control across various funds with a scalable private equity software solution, and asset managers seeking an economical reporting and reconciliation tool for their deal-by-deal waterfall calculations. It ensures increased transparency and compliance for both investors and regulators, automates intricate allocations and calculations, and significantly lowers operational costs. These advantages represent just a fraction of what Cascade Suite offers. This robust and adaptable proprietary software serves as a highly efficient solution for your alternative investment framework, effectively supporting sectors such as private equity, real estate, venture capital, hedge funds, mutual funds, and managed accounts. With its diverse deployment options, Cascade Suite is poised to transform your investment management processes.

ConQuest is an intuitive software solution for construction estimating, favored by more than 900 contractors across the UK for its ability to enhance cost control, boost precision in tender submissions, and minimize the hassle of repetitive administrative tasks. Explore how our software can fulfill all your estimating and tendering requirements, enabling your business to secure additional projects. With more than three decades of experience, our construction estimating platform has empowered over 900 professionals in the industry to achieve better cost management, improved data accuracy, and comprehensive visibility of quotes, all integrated into a single interface. Unlike many companies that still depend on unreliable spreadsheets and multiple disconnected systems to handle bills of quantities, take-offs, and sub-contractor inquiries, our solution simplifies everything by consolidating these tasks in one user-friendly platform. Consequently, our estimating software effectively eliminates cumbersome processes and reduces the likelihood of errors, allowing teams to focus more on their core objectives and increase productivity. This streamlined approach not only saves time but also enhances overall operational efficiency.