Alternatives to Precursive

monday.com Work OS is a no-code work management platform that helps teams manage projects and workflows more efficiently. This software provides fully customizable solutions for a wide range of use-cases such as marketing, sales, operations, IT, HR, and many more. With monday.com you can easily plan, manage, and track every project in one place, with the help of time-saving and easy-to-use features such as automations, time tracking, document sharing, real-time collaboration, and more. Multiple visual board views such as Gantt, Kanban, and Cards help you prioritize, structure, and navigate tasks and projects the way that suits you and your team’s needs, while dashboards give a high-level overview of your progress and help you make data-driven decisions. In addition, integrations with apps such as Outlook, Microsoft Teams, Gmail, and Excel, allow you to easily continue working with your favorite tools directly within the platform. monday.com also offers dedicated solutions, such as monday dev and monday sales CRM, designed to answer the needs of specific industries.

Save on administrative costs with Nostra's straightforward time tracking and approval system. Users can gain a precise understanding of how their employees allocate their time compared to the plan. This feature provides detailed insights into the company's performance, enabling users to make more strategic decisions for business growth. Our modules include staffing, time tracking, sales pipeline, milestone management, roles tracking and reporting.

ClickTime is an all-in-one time management solution tailored for organizations and leaders aiming to elevate their operational productivity. Through its suite of tools including time tracking, leave management, expense tracking, and in-depth analytics, ClickTime offers a centralized system for efficient workforce management. Its intuitive design not only ensures that every work hour is utilized to its fullest potential but also aids in project budgeting, financial forecasting, and overall team productivity. In essence, ClickTime transforms the way businesses approach and value time, driving meaningful results through its comprehensive platform.

Control your entire business from one place Manage your entire project lifecycle, from sending quotes to collecting invoices. By having sales, delivery, and financial information combined - you’ll have a complete overview of results and progress in real time. Plan and forecast your resources Know when to bring in more work and spot resource shortages before they happen. Make proactive decisions on outsourcing or hiring. Balance your team’s workloads - no more burnout for some while others sit idle. Make sure you’re profitable Completing your projects is important, but what truly matters is whether your company is making money. Understand which clients, projects, services or teams are profitable and which are eating into your margins in real time. Know when to work more efficiently, charge more or cut costs. Collaborate where work happens Access every file and conversation in the correct context - whether it’s a customer, a project or a task. Stop spending time on status updates and chasing documents. All information is just one click away at all times.

The Kantata Professional Services Cloud, formerly known as the Mavenlink Industry Cloud for Professional Services, is an incredibly powerful collection of operational management and resource optimization, business insight, integration, workflow automation functionality, and workflow optimization functionality that optimizes resources. It also enhances operational performance. This resource-first architecture allows services businesses to have the best team possible and monitor progress against budgets and timelines so that projects run smoothly, predictably and profitably. The Kantata Professional Services Cloud is purpose-built to help agencies and professional services organizations with 50 to 5000+ employees. Kantata is your business's heart. Kantata was designed to address the challenges you face in resource management every day. Kantata's resource optimization functionality leverages operations management science, advanced algorithms and analytics to solve previously unsolvable business problems.

Bordio is a project management software designed to help teams organize their projects and tasks efficiently. As a task management tool, Bordio allows you to plan out your team's week using a project planning calendar, prioritize tasks on a kanban board, and set reminders for meetings—all in one integrated platform. Imagine effortlessly dragging and dropping tasks into your online calendar, color-coding them for clear visibility of today’s priorities and upcoming commitments. Got a meeting? Schedule it directly in Bordio’s work board and streamline your workflow by eliminating the need for multiple apps. Plus, you can engage in real-time chat within a task, keeping all related conversations and files organized and accessible. Bordio’s integration with Google Calendar enhances this functionality, creating a unified view of all your schedules. This project management tool offers an affordable solution for comprehensive work management. It serves as both a team management software and project tracker, making it easier to manage workloads, track progress, and ensure projects are completed on time. With features like the task tracker and team task planner, Bordio empowers you to monitor each task's progress.

ProjectManager is an award-winning SaaS company that is transforming how businesses get work done in this hybrid world. Our SaaS project and work management solutions enable world-class collaboration for thousands of customers globally, with tools for project planning, workflow management, resource management and time tracking across the entire work lifecycle. ProjectManager is simple enough for anyone to use, yet powerful enough for managers to make data-driven decisions and for businesses to manage projects of all levels of complexity. Organizations such as Nestle, Avis and Lubrizol rely on our software to manage their teams, their projects, and do amazing things together. ProjectManager is headquartered in Austin, with offices in Auckland, Seattle, and other great cities around the globe.

Wrike is a powerful work management platform that gives cross-functional teams full visibility into complex projects. Our cloud-based collaboration software software is trusted by 20,000+ leading companies around the world, including tech giants such as Fitbit and Siemens. Wrike boasts a wide range of award-winning features, including dynamic request forms, automated workflows, cross-tagging, custom item types, and 400+ app integrations. Work smarter with Work Intelligence™: our advanced communication software that offers voice commands, smart replies, and document processing. We also offer tailor-made templates to help teams kick-start Agile projects and tick every box for compliance. As well as 99.9% uptime, our enterprise-grade security offers single sign-on, role-based access control, and continuous data backup. For extra peace of mind, you can use the Wrike Lock add-on and gain full ownership of your master encryption key. Wrike has been proven to make organizational processes 40% more efficient, eliminating time-consuming admin work and reducing costs across the board. Discover how it can benefit your team — start your free two-week trial today.

We are your first online training platform for growing businesses. We also turn people into the workplace hero by empowering you to deliver genuinely engaging training experiences your employees deserve from beginning to end. With 20+ course templates and 30+ lesson screens to bring your content to life, we'll help deliver your training, give you a gold dust data analytics tool to track engagement, and so much more! All you need is one idea, and we'll help you grow it into a fully-fledged training experience.

nTask, online task management, and project management platform, is free for individuals, teams, and business professionals. Using nTask, you can create checklists, manage projects, collaborate with project teams, schedule meetings, and automate regular tasks. nTask is unique because it allows small and large teams to work together on different projects. Designed for agile teams, nTask allows you to create and assign tasks, submit timesheets, and more. Your team will now keep you informed about hours worked and submit time entries against each task to let you know exactly what your team is doing. nTask offers Kanban boards, project planning, and issue tracking. It's easy and free to sign up for nTask Get started today!

Get Proteus and get better productivity, better consistency, better control, and better visibility. Proteus is the complete project management solution built by energy experts for people in the energy sector. Proteus brings project planning, resource management, project management, collaboration, project financials, and business intelligence into one integrated solution. Proteus moves energy companies away from a fixed cost model to an on-demand model, crucial to staying competitive in a low margin environment. Move faster, stay accurate, deliver more projects and keep work simplified. Use Proteus to bring all project workflows together in one single view: clients, proposals, projects, invoicing, documents, inventory, and more- all in one place. Integrated with Microsoft 365. Project teams can collaborate with remote access to timesheets, equipment details, project costs, work completion status, and other resources. Generate invoices and manage client information, and legal contracts from a unified platform. Proteus enables project managers to store documents centrally and streamline workflows, technical calculations, and other operations. Monitor metrics in real time and get full project control.

Work the way you want – no matter what methodology you use and no matter what job title or certifications you have. Manage your people with trust and transparency – treating your people like pros and empowering you to see what’s happening while it’s happening. Scale high-performance deliberately – so you can run your project your way, no matter how big or global your team is. Reduce the complexity of collaboration – making it easy for everyone to see what they’re working on, who they’re working with, and what comes next – no matter how big the team is. Centralize all project information – so that your teammates can zoom in on the details of every task – and you can zoom out to manage the bigger picture with cross-project analytics. Scale the way you work – making it easy to manage permissions and privacy down to the task level and oversee multiple projects at the same time. See everything in one place so you can effortlessly manage your team, projects, clients, and freelancers. Get all the advanced features you need, from time tracking to budgeting to resource allocation — to run effectively.

OnScreen is the most trusted Digital Adoption Platform (DAP), for SAP or any other browser-based enterprise application. Just in time OnScreen guidance can help you increase process efficiency and user productivity. Optimize SAP onboarding, Increase Employee Productivity, and Reduce Training Costs by up to 50% In-application walkthroughs for SAP ECC and SAP S4HANA transform business users into superusers. OnScreen is highly rated for its simplicity and usability. Any subject matter expert or trainer can create and manage content in minutes. OnScreen guides Users can access live overlays in any web application such as SAP, Salesforce SuccessFactors and Workday. OnScreen is very easy to set up and requires no server installation. OnScreen is a digital adoption platform for enterprises that offers flexible licensing and guarantees a high ROI.

Mission Control, a cloud-based Salesforce Project Management app, helps you stay in control and on track. Our professional services automation software lets you create a consistent process for managing, planning, and measuring client projects from one app. Our extensive feature set seamlessly integrates with Salesforce to maximize efficiency and profitability. Spend more time working with clients and less time organizing your days. Mission Control's Salesforce Project Management software will give you a clear overview about your project briefs, progress, and all the resources that have been allocated to you. All of this is designed to help you stay on track and to make it easy for your team to collaborate. Use the intuitive assignment wizard, time tracking, and the resource capacity planner to create actionable tasks that will improve your business' client and project management capabilities.

The Deepest Digital Adoption Platform Chameleon is a sophisticated no-code platform for product success, empowering SaaS teams to build self-service user onboarding, feature adoption, and feedback collection. PMs, PMMs, and CSMs can build, manage and improve product experiences for your web application without writing code. Increase activation with product tours, boost adoption with tooltips, get user feedback with surveys, and offer guidance with checklists. Simple to get started, but with deep configuration available • Use your own fonts • We automatically pull styles from your product • Adjust anything with custom CSS • Fine tune any element with your own custom CSS • Configure templates • Save templates to make it easy to build on-brand

Userlane is a digital adoption platform that allows anyone to learn any software in a matter of minutes. Our interactive guidance technology and virtual assistant on-demand provide contextual and tailored support for software users. Our solution is suitable for both employee training and onboarding (enterprise digitization) and customer onboarding (software vendors). Our interactive, step-by-step guides guide users through any browser-based software in real time. This helps them to achieve their goals quickly. Userlane helps customers and employees get onboarded faster, reduces support tickets by up to 75%, and improves productivity and user satisfaction. Our DAP is the perfect solution for companies with distributed workforces who want to automate and scale their support and software training.

Planview AdaptiveWork, formerly Clarizen, allows PMOs and professional service delivery teams of any size to gain real-time transparency across all their work. It automates workflows, proactively controls risks, and delivers greater business impact. Align your workforce to the company strategy, and ensure that they are focused on delivering the right things at just the right time. Track, manage and prioritize work requests, and ensure that all requests include all relevant information needed to execute. Bi-directional integration using custom triggers for capturing opportunity details to plan your client's projects. Automate and manage all stages of the request process (submission, scoring and routing) to be considered as projects, tasks, or work.

To compare your plans with reality, forecast the availability of your employees and track their time on projects. A quick overview of your financial and operational performance. To streamline non-billed tasks, bring all parts of your business together and allow you to focus on what is most important: providing high-quality professional services to your clients. Smart algorithms based on tech and soft skills matrix allow you to see who is available and to schedule the most suitable people for existing, planned, or tentative projects in one click. Estimate the phases of a project, report vacancies and manage profitability. You can deliver truly data-driven, profitable results. Employee dashboard and predictive timesheets make it easier for employees to log their work. This data can be used to improve your project. You can estimate costs for both a project and your entire business. Dynamic reports allow you to track all changes in real time.

Your ticket to first-class customer onboarding. We are the best Salesforce-native app to help customers onboard. Our TaskRay in 60 second video explains the 4 key steps and best practices for customer onboarding. This is just one of the things that sets us apart. TaskRay is the leader in Salesforce customer onboarding. TaskRay, a customer onboarding and project management tool that helps companies manage their implementation and onboarding processes, increase efficiencies and create exceptional customer experiences - all within Salesforce.

Process Street is a modern process management platform for teams. We help teams share their core processes, then transform them into powerful no-code workflows.

Mosaic, an AI-powered resource management and workforce management solution, increases productivity and profitability. It integrates with most financial and project management software to automatically collect data and show who is doing what and when. The software allows teams to accurately forecast and bill, manage their capacity effectively, and plan their workloads. Mosaic helps organizations get rid of clunky spreadsheets. It gives them the real big picture. Get started today with a 30-day free trial.

GuideCX®, a client implementation platform and onboarding platform, helps you invite, guide and engage customers and internal teams in a transparent process that delivers more value. One chance at making a good first impression. Smooth and transparent client onboarding is crucial to putting your best foot forward.

Automate, organize, and manage customer onboarding from handoff through launch. Software specifically designed for customer implementation teams. Customer onboarding doesn't have to be a one-size-fits all approach. Every customer is different, so it's time for you to give up on rigid templates. Onboard's software takes variable customer requirements and creates dynamic launch plans (aka maps). This saves time and energy, and provides a truly personalized onboarding experience. Both your internal and external stakeholders work together to create the same dynamic launch plan. This provides transparency, accountability, and keeps everyone on the same page. Your team will never again ask "Where is this customer during the onboarding process?" The majority of the onboarding process is repetitive. This will allow your team to launch more clients quicker and with less effort. You can provide consistent, reliable service and maximize customer ROI by reducing the time-to-value.

SmartKarrot, a cloud-based solution for Customer Success & Account Management allows teams to manage Customer Growth (Expansion/Retention & Renewal), with a platform focussed on Intelligence & Automation. 1. SmartKarrot is built on Augmented Intelligence and proactive handles complex use cases related to Expansion & Retention. Multiple products, service lines, and geographies. 2. Our customers can scale efficiently with our intense focus on Automation & Playbooks. 3. Our New Age Design with a PLG mindset makes for a great user experience. 4. Our unlimited user packages allow our clients to be truly Customer Centric and enable great alignment within their teams.

Do you know that 70% of customer-facing projects fail in the first 90 days? Reasons: delay in time-to-value, poor customer experience & sluggish implementation. Rocketlane is purpose-built for customer projects. It accelerates time-to-value, brings consistency in your execution, and elevates the CX. It uniquely combines project management, document collaboration & communication to help you impress customers & keep them accountable, get visibility across projects & manage resources. Try now.

NetSuite OpenAir, a popular cloud solution software for companies, is one of the most used. It allows users to manage project accounting, timesheets and expense management all from one program. NetSuite OpenAir, which has over 1,500 clients is the most popular cloud solution for service companies. Its professional services can help customers customize NetSuite to their specific requirements. This will give them a platform to grow and improve their business.

Create client-facing playbooks for onboarding, share them with new clients and enhance their onboarding experience. Onboarding playbooks are usually internal and clients have little visibility. This reduces accountability. You can create your own onboarding playbook and share it with clients in different versions. They know the steps to take, the owners, and the deadlines. Your client must understand the core value of your product and how it can improve her business or life before a sale is complete. Automate the onboarding process by adding tasks and reminders. This will ensure a faster adoption rate and increase long-term retention. Hand-offs can be conflicting. Your company must ensure a smooth transition from the Sales team to the Client Success team. Similarly, the buyer persona of your client's company is not necessarily the user persona. Bonder allows you to set up automatic reminders and determine who owns the item.

Userpilot allows product teams to deliver personalized in-app experiences that increase growth metrics at all stages of the user journey. Your new signups will be able to quickly access the key features of your product and reduce time to value. You can adjust the onboarding experience to suit your persona. Keep iterating until you achieve your activation goals. Highlight relevant features throughout the user journey to keep users engaged. Use user action to trigger timely contextual hints and tips. Then, experiment to see what moves the needle. Customers will be more successful in every stage of the mapped journey, which will accelerate user adoption. The product experience should be relevant to the user based on their personas and in-app behavior. To increase metrics such as trial conversion and upsells, you can run in-product growth trials. To test your hypotheses and quickly fix any dropouts in user journeys, you can run in-product growth experiments.

Customers can receive crucial documentation in just minutes. They upload or take a photograph of their sensitive information and can send it securely immediately. Unlimited number of document uploads, regardless of size. Send documents anywhere, anytime. Automatic document alignment and edge cropping. You can stand out from the rest and provide seamless onboarding for your customers. The platform does all the work so you can concentrate on providing outstanding service. Let the platform free your staff from administrative burdens and let them spend their time building your customer base. Our clients have seen a 35% increase in sales. Work smarter, not harder - drastically reduce labour costs and keep your business costs down FastDox reduces postage costs by 95%, and ensures repeat business.

CogniSaaS is an enterprise SaaS platform that focuses on customer service and enables faster time to value. It reduces the use of silos of software; improves collaboration between customers and internal stakeholders; tracks hundreds of projects and prioritizes them for value delivery through data visualization, visibility and accountability. Differentiators 1) Visibility - Get effortless visibility at different levels - tasks, use cases or modules, projects and clients - Know which clients, projects, and use cases are going off track and progressing via alerts and progress 2) Accountability - Get single screen snapshot of revenue at risk, who is responsible for what & accountability - View them how you like, with various view options like Kanban, Gantt chart, list view 3) Customer-Centric Prioritization - CogniSaaS helps you with Customer-Centric Prioritization of implementation tasks & product roadmap - Automate onboarding with templatization for projects and use-cases for tracking customer business outcomes - It also gives leadership teams visibility of revenue impacts 4) Collaboration with Customers - Collaborate with customers via magic link to give them updates about their projects without login

A great customer experience will help you go live faster and increase adoption. OnRamp enables you to embed world-class customer onboarding in your DNA. It sure is nice to have the breeze at your back. OnRamp gives your brand complete control and unique processes to create a seamless customer experience. The best part? The best part? You don't have to ask your engineers for any changes. You can keep momentum high and excitement high by eliminating the drudge. OnRamp makes change management fun and can help you correct any missteps. OnRamp is an extension of your team and allows you to focus on the important work of helping customers succeed. It was designed to replicate the best practices every time.

The customer acquisition "speed dial" Your complete onboarding system for accelerated hyperscale -- with fully configurable KYC, KYB, customized scoring, biometrics, and integrations. [GO] Connect integrates core legacy technology, Geniusto, and 3rd-party technology seamlessly, like a nervous system that sends signals throughout your entire payment ecosystem. With advanced data processing, identity verification and data analysis, you can easily ensure that your business is in compliance with any territory. This will minimize abandonment and maximize revenue. Advanced intelligent customer screening automates the prevention of crime and money laundering. With lightning-fast, neutral assessments based upon custom parameters, you can improve credit quality and acceptance rates as well as make better onboarding choices.

Baton connects software providers, clients, and service partners to a communications portal that simplifies complex implementations. You can quickly triage, report, or check the status of your projects in real-time to get your products up, running, faster than ever. You can create individual implementation projects that are highly customizable and tailored to your company's implementation processes. To scale your business faster, set up milestones and standard project templates for automatic status tracking. Baton's business intelligence can be used to ensure that project tasks, interdependencies and due dates are clearly established. The consolidated view of all your implementation projects gives you new insights into your business. You can create dashboards for monitoring your clients as well as dashboards to track your entire project base. Keep track of your customer's first experience with your product.

The Unit4 PSA Suite will help you improve your performance and profit. The Unit4 PSA Suite, specifically designed for your industry, is a state of the art Professional Services Automation solution that will help you manage your entire business, from the first client contact through to invoicing and cash collection. It is built on the powerful Microsoft Dynamics 365 platform. Integrate with WWFT/BSA/ASM to manage your compliance and risk. Register your hours directly on the right engagement using the Mobile App with Timer. Recognize all revenue and Work In Progress in one solution. The PSA Mobile App with Timer will eliminate the need to enter expense information and time-consuming expense entries. You can also plan your outsourced resources efficiently using the Gantt chart availability overview.

For optimal workload and profitability, you should adopt efficient capacity planning strategies and utilization strategies. With PSA-native insights, analytics, and data, you can make informed decisions to optimize your services operations and improve the financial health of your company. You can shine a spotlight on your customer with traditional professional service automation. This includes proposal automation, knowledge management, customer sentiment, and proposal automation. Upland PSA changes the way service organizations deliver projects, from the first contact with customers to ongoing customer success. Our PSA software provides robust timesheet and expense capture, project billing, customer billing, project financials, customer billing, and project financials. It also gives you proposal automation, knowledge management and customer surveys. This allows you to focus on the customer and deliver better customer outcomes from day one.

Work management software can unite teams. Work management software is easy to learn and quick to use to jumpstart project maturity. To accelerate project execution, collaborate across teams. Portfolio governance and oversight can improve project outcomes. Collaboration and document sharing can help project teams get more done. To achieve repeatable results, standardize and automate project workflows. Your PMO can be used to plan, track, monitor, and identify new initiatives. Allow team members to communicate about projects and share status updates via email or natively. For easy reference and searchability, consolidate documents and other project artifacts. Visualize your resources portfolio and balance demand against capacity.

VOGSY is the only Professional Services Automation (PSA), software designed for Google Workspace. VOGSY manages your services business from Quote through Cash using the Google Workspace tools that you use every day. Gmail, Docs, Sheets, and Drive all seamlessly integrate with VOGSY workflows, giving you and your team real-time collaboration capabilities that are unmatched by any other PSA. All this from the beautiful, intuitive Google interface they already know. Global B2B service companies trust VOGSY's quote-to-cash ERP system to ensure that their business runs more efficiently, profitably, and predictably. Plan, execute, track, and improve your service lifecycle. - Management of opportunities - Project planning and management - Resource planning and management - Task management Time and expense tracking - Invoicing & Billing - Revenue and resource forecasting - Real-time reporting and analytics

Connect and collaborate using an enterprise work management system designed by marketers for marketers. ServiceNow is the leading enterprise workflow management solution. IT, HR and Finance teams, as well as Customer Service, rely on it. Tenon, built on ServiceNow allows Marketing to be integrated with the rest of the enterprise ecosystem. Build a foundation for repeatable work management, which facilitates communication, cooperation, and consistency, all within a system powerfully enough to support enterprise-wide teams. Work view provides visibility and awareness throughout the entire customer journey, allowing you to make sense of the chaos. Workload capacity planning and shared dashboards continuously monitor key performance metrics.

Organizations want to be adaptable, innovative, and competitive. They are complex, capable of new ideas, and have old habits. Business agility is about adopting the mindset, practices and tools that will help you become more customer-focused and value-focused. OnePlan's mission is to assist your organization in its journey to innovation, flexibility and speed. We offer technology and consulting services that will suit your needs at all stages of your journey. Identify and connect key business strategies to enterprise-wide execution activities. Align work with objectives, business outcomes, real-time performance, and other goals. Agile practices can be extended to more teams and to the top executives, improving quality, time to market, and productivity. Different teams should be empowered to choose the best execution methods and tools. All stakeholders should be able to see and participate in decision-making. You must be a leader who can navigate change quickly and with confidence.

To customize work and communicate, you can create powerful low-code business models. Podio turns your project data into a single tool to integrate all content, conversations, processes, and information into one collaborative point. A custom tool that is tailored to your team's needs will improve the efficiency, effectiveness, and relationships of your delivery team. Granular admin capabilities allow you to control who has access and make quick adjustments to your Podio workspaces. Podio allows you to bring your clients, freelancers, and other external parties into the platform for no cost. This will eliminate long email threads and tedious file sharing. You can tailor your processes to meet the needs of your team to maximize efficiency and effectiveness.

todo.vu combines task and project management with time tracking and billing to provide a flexible, all-in-one productivity tool for freelancers, consultants and teams. Managing any number of client tasks or in-house tasks is made simple. Users can capture tasks quickly, organize their workload visually, delegate, collaborate, and track any time spent on tasks – at any hourly rate. Unlike many time tracking tools, todo.vu tracks time to specific tasks, clients, projects and billing rates. That means teams can work uninterrupted while todo.vu tracks, records and then calculates total costs based on their hourly rates in the background, ensuring accuracy and transparency when billing, invoicing and reporting. Real-time dashboards reveal who's working on what, when, and at what cost, so you can see and understand every minute spent in your business. Share any time, cost or activity detail with clients through beautifully branded billing reports, and raise detailed invoices in minutes. Track team and project progress, and use real data to improve business productivity and profitability. todo.vu is $9 per month per user, capped at $99 per month; every user after the eleventh user is free.

Businesses of all sizes can benefit from intelligent and flexible solutions. Our award-winning online software provides flexible and intelligent solutions that streamline project management, account management and procurement. It improves customer service delivery, and eliminates low-value, time-consuming tasks so that you can concentrate on your work priorities. It is modular and simple to use and helps busy teams manage their expenditures and resources, improve their corporate image, and automate administration and financial transactions. Panacea Software modules can be selected to automate one aspect of your work, or a combination of features to create a complete solution that covers the entire life-cycle. Some subscribers use the software to manage their design services, or to create artwork templates. Others use it to fulfill all their marketing needs.

Clustdoc is a leading client onboarding and verification software that helps SMB and Corporate Teams streamline and systemize the way you work with new clients. With Clustdoc you’ll be able to automate the onboarding process and handle new client required documents, files, contracts and overall information as part of their customer or admin onboarding procedures. / as part of their initial onboarding checklist / client intake process.

Replace multiple services and apps for your business with a single ecosystem. Bitrix24: Discover the tools. You have at your disposal the Activity Stream, Group Chat, Calendars, Workgroups, and other collaboration tools. Bitrix24 will help you plan and execute projects on time, every time. Available online and on premise with open-source code access. Collaboration task management for large and small teams. Time tracking, templates, reminders and reporting, as well as task dependencies, are all available. The most popular free CRM in the world by number of companies (12 million and growing). Real-time assistance tools that make customers happy and keep them coming back to buy your products or services. Anyone can create stunning websites, landing pages, and online shops without having to write a single line code. Includes free domain name and hosting. Bitrix24 can be run on your own server.

We understand that the friction and fraud that occurs when businesses have to onboard new customers online is confusing and frustrating. Instnt is a managed online customer-onboarding service that helps businesses grow their revenue and lower their costs. It offers a reliable and easy-to-use process, full flexibility, and a committed partnership so you don't have any worries about fraud.

CustomerSuccessBox, an AI-powered customer satisfaction software for SaaS B2B, is called CustomerSuccessBox. CustomerSuccessBox was founded in response to a need for a solution that could provide 'proactive' customer support. CustomerSuccessBox's vision for artificial intelligence (AI), machine learning (ML) and customer onboarding is to automate customer communication, product usage analysis, and customer onboarding. It hopes to reduce the cost of customer success services and increase the lifetime value of each customer. It also wants to eliminate the need for a full-time CS ops position to calibrate and configure the Customer Success platform. CustomerSuccessBox uses CSI to recommend the next best action for each account, allowing CSMs to be more efficient. CustomerSuccessBox processes millions from over 250,000 end users each week. The patent-pending technology can handle approximately 2,200 events/second.

Aligned is the place where B2B Revenue teams and buyers can work together efficiently. Moving the deal/customer project away from back and forth, dull, chaotic, salesy emails, to a single collaborative workspace that each customer can use. Reps are empowered with the ability to communicate better with all stakeholders, to better coordinate on resources, on next actions, and to use analytics to see their blind spots in buyers' journeys. Aligned is used daily by thousands of top revenue reps at companies such as Liveperson and Deel to simplify the complexity of managing their deals and enhance their customer experience by empowering buyers. As we strive to make sales more enjoyable, more impactful, and frictionless, our buyers continue to share their love for Aligned.

Our cloud platform is used by operators around the globe to provide a premium, feature-rich and cross-platform cloud backup and sync service. Cloud is more than just data storage and sync. Our platform allows them to launch and bundle new premium services and experiences. This includes: Reduced time in retail for updating devices, data protection, easier online on-boarding, setup of new devices, and new revenue opportunities. We are the leading white label cloud provider and offer Operators a feature-rich app and cloud services platform to store, sync, and manage subscriber content. This improves the content management experience and creates new revenue-generating service offerings. Our mobile content transfer app allows subscribers to wirelessly transfer personal information from one device to another across multiple platforms.

Workfront is an award-winning online management software that helps modern businesses focus on the right work and produce the best work. It also speeds up delivery. Workfront is suitable for all marketing teams. It allows users to create and proof content, manage project requests, plan and prioritize them, use reporting functions, and even use the timeline planning and management tools. Workfront is a tool that helps teams succeed, whether they are working on large projects or addressing ad-hoc needs.

LearnRight, the smart LMS, grows with you. LearnRight is an all-in one training solution that tracks and measures learning retention. It also helps to uncover knowledge gaps and empowers learners to use their new skills every day. LearnRight can be integrated with any website. This allows you to create an entirely seamless user experience between your website and your training courses. Your learners won't even know they left your website. We know that switching providers is a daunting task, but our team will make the process stress-free and seamless. We follow a structured migration plan to ensure a smooth transition of existing content, courses and user data. LearnRight is a learning management solution that provides employee, partner and customer training to organizations that prioritize quality and personalization over a quick sales. You will receive ongoing support from an onboarding expert when you work with us.