
CapLinked is a web-based platform built for organizations that need a better way to manage, protect, and share sensitive business documents during high stakes work. Known as The Deal Room That Works, CapLinked gives teams, advisors, and lawyers a controlled workspace for due diligence, mergers and acquisitions, fundraising, audits, licensing, asset sales, and confidential projects where accuracy, speed, and oversight matter.
Instead of relying on email attachments, consumer file sharing links, or scattered folders, teams can organize documents in structured workspaces with clear folder layouts, searchable files, user groups, and permissions. Administrators can decide who can view, upload, print, download, or share materials, while watermarking, passwords, expiration settings, tracking, and reporting help reduce risk when information is shared outside the organization.
CapLinked makes complex document review more efficient for internal teams and external reviewers. Buyers, investors, attorneys, accountants, partners, and other stakeholders can access the materials they need in a professional environment, while project owners maintain visibility into engagement and adjust access as a review changes. This helps reduce version confusion and manual follow up when managing sensitive files across organizations.
For boutique firms, Big 4 consultants, global enterprises, and teams in between, CapLinked supports secure collaboration without unnecessary complexity. Its data room and document tools help companies protect financial records, legal documents, intellectual property, contracts, operational files, and strategic materials while keeping reviews organized. Visit caplinked.com to see how CapLinked can help teams share documents, control access, and move work forward
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Bring Microsoft Dynamics 365 and Salesforce data to your sales team with Resco Field Sales+, a mobile solution designed to streamline field operations. This tool helps you manage customer data, track opportunities, and process orders directly from the field, improving productivity and customer interactions.
Field Sales+ is built with an offline-first design, ensuring that your team can access and update client details, orders, and sales reports even in areas without reliable internet connectivity. It’s ideal for sales professionals working in remote regions, urban areas with unstable networks, or on-the-go situations where staying connected is critical.
The solution offers features like route planning, automated reporting, customizable dashboards, and digital asset management to simplify sales workflows. These tools make it easier to handle leads, prepare quotes, manage inventory, and monitor performance in real time.
Resco Field Sales+ empowers your team to focus on closing deals and building customer relationships while maintaining seamless access to essential sales data.
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DocSales
You can create proposals, quotes, and contracts in ZERO CLICKS. Drag the opportunity card from CRM to Sales Documents. That's it!
It can be used with major CRMs like Close.com, Hubspot and Pipedrive.
DocSales:
(1) Use Google Docs as a Document Template Editor to complete personalization
(2) Create a new document with the Google Docs Template + CRM opportunity 100% automatically.
(3) Encrypt the document and send it to your customer to eSign it (DocSales eSign or Docusign).
(4) Keep track of their openings.
(5) Move the card to a different column/phase or set opportunity to win it
(6) Integrate with Blling systems or payment processors
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Secured Signing
Secured Signing is a trusted global provider of Digital Signature, Video Signing, Remote Online Notarization (RON), and In-Person Electronic Notarization (IPEN) solutions designed to help organizations across the United States and worldwide simplify document workflows, strengthen security, and deliver a seamless signing experience.
Our cloud-based platform enables businesses to securely send, sign, notarize, and manage documents from anywhere, on any device. From contracts and onboarding documents to compliance forms and legal agreements.
Built for businesses of all sizes, our end-to-end e-Signing and e-Forms platform includes automated reminders, real-time tracking, smart data capture, and customizable workflows to keep operations moving efficiently.
Security and compliance are at the core of everything we do. Secured Signing uses tamper-proof digital signature technology protected with AES encryption to ensure every signature is authentic, secure, and legally binding. Any modification to a signed document is immediately detectable, providing complete document integrity and auditability.
With secure RON and IPEN capabilities, organizations and notaries can complete compliant notarizations remotely or in person with confidence. Our platform supports compliance with the ESIGN Act, UETA, and international digital signature regulations.
Why organizations choose Secured Signing:
• Secure, compliant digital signing and notarization
• Faster document turnaround and improved efficiency
• Exceptional customer experience
• Accessible from anywhere, on any device
• Automated workflows and real-time visibility
• Advanced Digital Signature, Video Signing, RON, and IPEN solutions
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