Best Rocketlane Alternatives in 2024
Find the top alternatives to Rocketlane currently available. Compare ratings, reviews, pricing, and features of Rocketlane alternatives in 2024. Slashdot lists the best Rocketlane alternatives on the market that offer competing products that are similar to Rocketlane. Sort through Rocketlane alternatives below to make the best choice for your needs
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SuperOps
SuperOps
147 RatingsSuperOps is a future-ready, unified PSA-RMM platform for fast-growing MSPs. Powered with the goodness of AI and intelligent automation, SuperOps is packed with all the features and tools that a modern MSP needs, including project management and IT documentation. MSPs no longer need to toggle between tools to manage different pieces of their work. With SuperOps, MSPs can break free from disjointed, legacy tools and experience a platform that’s built for the cloud and designed to make MSPs’ work and life easier. -
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Eurekos
62 RatingsLearning management systems are good for training employees but often fail to address the unique needs of training customers & partners, as well as customers' customers & partners. Eurekos is a leading European customer education specialist, offering innovative training software solutions for businesses and non-profit organizations with a need for external training, certification or accreditation. Eurekos offers a complete set of tools to create and deliver training that cover the entire customer journey: before the sale, during onboarding and ongoing. Eurekos has everything for rapid onboarding, advanced certification, eCommerce, unlimited brand portals, complex organization structures and integrated content development all under the highest privacy & security standards (ISO7IEC 27001 & 27701). We are constantly reinvesting back into our software to bring our clients the most current features available on the LMS market. -
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Pipefy
Pipefy
578 RatingsPipefy is the AI-enhanced business process management platform that conserves IT resources and empowers business teams to build and deploy up to 85% of their own workflows, including HR, IT, Finance, Marketing, Sales, and more. Easily build, track, automate, and manage any custom workflow, no matter how complex, with no technical knowledge required. Pipefy’s no-code BPM software delivers an integrated end-to-end operation that improves team productivity, control, and visibility from input to delivery. Speed up deployment, lower implementation costs, and minimize process complexity and expensive stack sprawl with a built-in security suite, connections to 300+ apps and systems out of the box, and HTTP/HTTPS to integrate Pipefy with everything else. -
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Shift
Shift Technologies Inc.
1,097 RatingsShift is your power browser. The only browser to merge all your applications into one beautiful window. Connect all of your email accounts and manage all your apps from one powerful window. Streamline everything you do online when you install Shift and access thousands of apps without leaving your browser. Tired of juggling apps, hundreds of tabs, and multiple accounts? Most browsers make that feel messy, Shift makes it simple. -
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Moxo
Moxo
174 RatingsMoxo is a pioneering Service Orchestration Platform designed to streamline and modernize workflows. Founded in 2012 by Subrah Iyar, co-founder and CEO of WebEx, and Stanley Huang, former Senior Director of Engineering at WebEx, Moxo reimagines business processes for the digital age. The platform supports comprehensive workflow orchestration processes, enabling businesses to deliver seamless service experiences from onboarding through ongoing client services. Moxo continues to lead the way in workflow automation and client engagement, providing an intuitive, scalable platform that grows with the needs of enterprise clients. The platform’s extensive integration capabilities allow organizations to seamlessly connect with CRMs such as Salesforce and HubSpot, along with external applications like DocuSign, automatically triggering data syncing at a configurable cadence, ensuring that all business actions remain aligned with existing systems of record. Through Zapier, Moxo integrates with thousands of other applications, offering even more customization and automation options for businesses across industries. Moxo prioritizes privacy and permission-based access, providing tailored solutions for industries with regulatory requirements. -
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Collaboard is an advanced online whiteboard that enhances real-time collaboration for remote and hybrid teams. Boost the effectiveness of your meetings and workshops with our limitless virtual canvas, stocked with versatile tools like sticky notes, images, and videos. Facilitators will appreciate unique features such as presentation mode, voting, and easy-to-use drawing tools. With a strong focus on security, Collaboard is fully GDPR-compliant and offers various hosting options, including within Europe and Germany. Enterprise clients can also opt for self-hosting on-premises or in any cloud environment. With Collaboard you can implement several uses cases like: -Hybrid Meetings -Online Workshops -Brainstorming Sessions -Mind-Mapping Exercises -Project Planning -Agile Workflows Get started with Collaboard today with our complimentary free account or explore the full range of features with a 14-day trial
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Wrike
Wrike
$9.80 per user per month 54 RatingsWrike 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. -
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Horizon 8
Omnissa
Enhance the digital workspace with the efficient and secured delivery of virtual desktops, apps and services from on-premises into the cloud. Horizon 8 is the latest platform from the leader in software defined data centers and digital workspaces for delivering virtual desktops and applications across hybrid clouds. Horizon 8's unique integration with trusted technologies helps IT efficiently scale and deploy virtual desktops and applications from a single control panel with rapid provisioning and automation. It also simplifies management and extends the best digital workspace to end users. Manage desktops and applications across private, hybrid, and multi-cloud infrastructures using a cloud console and SaaS services. Use the intrinsic security built into Horizon's infrastructure to gain secure remote access to corporate assets - protecting from the device to data centers to the cloud. -
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FROGED
FROGED Technologies
€79 per month 17 RatingsFROGED is a product success platform that helps companies improve their onboarding, provide proactive customer support and increase retention. It was designed by SaaS for SaaS to nurture customers throughout their entire lifecycle resulting in reduced churn and higher engagement. Using customer behavior segmentation, you can personalize the customer experience with product flows, knowledge base, email campaigns, in-app messages, a custom widget, live chat and more. You can also create A/B testing, NPS surveys and retargeting campaigns. Put your CS team and agents in the drive seat with the ability to manage customer conversations, contact behavior and attributes in one place. Our tech stack is adaptable with over 2K+ integrations including WhatsApp, Jira, Google, Zapier, Segment, Twilio, Facebook Messenger to name a few. Explore FROGED's limitless possibilities with a 7-Day FREE TRIAL today. -
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You can easily combine product screens, tooltips and videos to convert customers. A product tour allows customers to experience a "try before you purchase" experience. To engage them better, learn how they interact with it. Send personalized demos to your prospects that are aligned with their personas or vertical. Your champion should be empowered to get buy-in from their org. Your deals will close faster than ever. To help customers get started quickly, create a library of interactive product walks. You will see an increase in customer satisfaction every day. You can change text, images, copyright and everything else in the product. (even add your custom HTML). Our advanced widgets allow you to highlight product focus areas and create multiple flows. Your prospects will see how the product works for them. You can personalize the product by role, company, and location. Track the behavior of your prospects by tracking clicks and time spent on certain pages.
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Amazon WorkSpaces
Amazon
1 RatingAmazon WorkSpaces offers a managed, secure Desktop-as-a-Service solution (DaaS). Amazon WorkSpaces allows you to quickly provision Windows or Linux desktops and scales quickly to provide thousands of desktops across the globe. You can pay for the WorkSpaces that you launch either monthly or hourly. This allows you to save money compared with traditional desktops and VDI solutions. Amazon WorkSpaces makes it easy to manage hardware inventory, OS versions, patches, and Virtual Desktop Infrastructure (VDI), which can simplify your desktop delivery strategy. Amazon WorkSpaces gives your users a fast, responsive desktop that they can access from any device, anywhere, anytime. -
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Tallyfy
Tallyfy
Tallyfy is Workflow made easy®. There are many products that automate your workflows, forms and tasks. You can search the internet, but you won't find one that is more satisfying. Tallyfy works seamlessly with your existing apps. Check out what our customers have to say. Tallyfy allows you to capture and automate any process in your company without the need for coding, flowcharts or complexity. Many flowcharts, project management tools, and documentation tools are beautiful but ultimately useless. You should choose a task automation tool that is both beautiful and useful. Start Tallyfying today to eliminate stress at work. Transform tribal knowledge into a system You can create blueprints that you can actually use - without complicated flowcharts, messy code, or messy documents. Automation and training have never been easier. -
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CogniSaaS
CogniSaaS
Custom PricingCogniSaaS 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 -
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Glue42
Glue42
The world's best desktop integration platform. You can easily and seamlessly integrate legacy, third-party, or web applications, regardless of the technology. You can simplify the user experience and increase productivity by organizing all desktop applications into focused and unified workspaces that eliminate redundant navigation actions like copy/pasting through multiple applications to find relevant information. Real-time data capture of user behavior and application performance allows you to analyze the user experience, system health, and process compliance. Despite large investments in traditional back end integration programs, it is often users who have to deal with multiple applications and trying to make them work together. A completely new desktop experience is required to improve customer satisfaction, reduce operational costs, and ensure compliance. -
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Process Street
Process Street
$25/month/ user 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. -
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Aligned
Aligned
$49 per monthAligned 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. -
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Baton
Baton
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. -
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Slapdash
Slapdash
$12 per monthSlapdash brings together all your apps in one place, giving you new superpowers. It's the fastest and easiest way to start your next meeting or check your calendar. Zoom meetings are opened directly in the desktop application. File tasks and issues as soon as you think of them. Do you do the same thing over and over? Create command templates to avoid tedious data entry. There is no quicker way to open or create a new document. We'll open documents in desktop apps for apps like Notion. Search your clipboard history and create snippets that can be pasted into any application without touching the mouse or missing a beat. Spotlight lets you do everything it can: math, unit conversions and more. Launch apps, open preference panes, etc. Then, you can do even more by using custom commands. Your cloud apps can be turned into a database that you can slice, dice and visualize. Save searches to track work streams, build inboxes or whatever else you can imagine. -
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Workona
Workona
$7 per monthThe browser's essential work organizer. You work is scattered across many tabs and cloud apps. Workona organizes everything in one place so that projects can be organized. Your tabs, documents, and links can be organized in a dedicated space for each project. A workspace organizes all the information needed for a project, including tabs, docs and notes. It also includes tasks and resources from all cloud apps. Workspaces can be easily adapted to modern work paces. Ideal for teams using Google Drive! Workona brings together all your apps. Your team can now focus with a single source for truth for each project. Workspaces contain all documents and links from every app so that nothing gets lost. Workspaces consolidate your team processes from multiple apps into one place so that your team can work more efficiently. Search for tabs and other work from anywhere in the browser. You can also sync tabs seamlessly between your devices. -
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Modernize, streamline, and centralize project management. Stop switching between Chats and Tasks, Docs, Calendars, Calendars, and Meeting tools. Bring your clients and team together in one powerful app. Automate progress tracking and create a clear plan for your projects. You can create a visual timeline to help you reach your big-picture goals. This will also help you build team alignment and automate the tracking of progress as tasks are completed. You can quickly and easily move your projects, team members, tasks, files, and files from Asana. ClickUp. JIRA. Trello. Nifty makes it easy for your team to pick up where you left off, without missing a beat. Nifty is trusted by thousands of forward-thinking organizations to unify their goals, actions, communications.
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Dock
Dock
$29 per monthThis is the best way to interact with people outside of your company. Collaborative workspaces are created for customers, prospects, investors, and partners. Transform customer experience from demo to onboarding. Manage the customer lifecycle, and gain engagement analytics. Clients know exactly where to find it when they need it. All of your links, pdfs and deliverables are stored in one place. You can embed your favorite software, from Figma to Google Slides and Vimeo. Navigate complex deals and onboard your customers. You don't need that spreadsheet anymore. Instead, create a mutually collaborative action plan with customers. Share status, align due dates and assign tasks. Leave comments and upload files. Personalization at scale Brand spaces with custom content. Get feedback and move projects forward. Customers can comment on your work and share key resources via file uploads. -
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Client onboarding goes beyond KYC/AML. Muinmos' client-onboarding platform is the only one that fully automates the entire onboarding process, from AI-powered client categorisation to fully automatic risk assessments and KYC/AML checking. It's a platform unlike any other. It offers unmatched onboarding time and smooth customer experience, which allows you to onboard more clients at fraction of the cost. mCHECK™, which is connected to multiple data sources allows for global coverage and all types KYC/AML checks. mRX™ ensures that you remain within your own risk parameters even when clients' profiles, regulations, or your policies change. Muinmos' proprietary regulatory software is one-of-a kind. It automatically classes clients, products, and services using algorithmic rule-based Artificial intelligence. Muinmos is a complete solution. Any client type can be onboarded in minutes, while remaining fully compliant.
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Hubflo
Hubflo
$55/month Hubflo, the AI-powered client portal for professional & creative service providers, is growing at a rapid pace. Create a beautiful and branded client platform in 60 seconds with AI. This will streamline client onboarding, and help you deliver your services like an expert. Customize it with 10+ tools (File Sharing, Contracts, Approvals, Client Messaging, Tasks, Billing..) and Integrate 500+ external tools. More than 20k business, clients, and contractors use Hubflo every day. Don't let process overwhelm you and prevent you from delivering an excellent client experience. Impress your clients by offering a customized, automated onboarding process. This will ensure a smooth delivery of services and collaboration. Hubflo helps you to increase client satisfaction and retention by reducing client emails, phone calls and meetings. -
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Slickplan
Slickplan
$8.99 per user per monthSlickplan's intuitive website design tools make it easier to plan websites and improve user experience. This includes a sitemap builder that will help you refine your site's navigation. With our suite of top-of-the-line website planning tools, you can create sitemaps and flowcharts that are refined and easy to understand, as well as diagrams such user journey paths and gather content from teams. You can also showcase design mockups and share them with others. Drag and drop interface makes it easy to quickly create customized and branded sitemaps. Our website crawler allows you to import existing website structures from a URL or file. Your website is more than just a map. Create, gather, and organize all of your site's content in one central workspace. To speed up your process, customize pages or use one our templates. Once approved content is transferred to a CMS, you can easily migrate it. You have a website that aligns with your marketing strategies and converts. -
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Mural is a digital space for visual collaboration. Mural allows innovative teams to collaborate and think visually in order to solve difficult problems. Mural's speed in creating diagrams is a benefit to people. It is popular in design thinking and agile methodologies. Sticky notes are a great way to record what you're thinking. To activate and align your team, create flowcharts and diagrams, as well as frameworks, methods, and drawings. With Mural, you can have more effective meetings and workshops whether you are in the same room or across the globe. Mural's enterprise-class infrastructure, expert customer service team, and secure network allow you to scale collaboration and innovation quickly. What is our secret sauce? It's that we care as much about the core product experience, as we do about providing a world-class service to our members.
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MyHub
AvePoint
Searching is a waste of time. MyHub brings order and chaos to your workspaces in Microsoft Teams, Groups SharePoint, Yammer, and Yammer. Searching takes up time, which means you can't be productive. MyHub is your one-stop-shop for managing Microsoft 365 workspaces, and creating new ones. All from Microsoft Teams, or our handy web application! Organize and manage your assets centrally. You can even curate workspace hubs to make navigation and management easier. All your teams and groups, sites and Yammer Communities in one place. Users can easily find and prioritize workspaces that they own or belong to. Plus, users can quickly navigate to the files they need, such as tasks, calendars or content. Owners have powerful management tools for managing teams, groups, communities, and sites. Update membership and access content, tasks, and calendars for workspaces that you own. -
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Governance.Business
InovaPrime
We want to make a positive difference in service delivery. But we also want to create innovative products and methods that will improve business performance. Governance.Business is a platform that helps companies manage and govern their strategy, goals and priorities. It also provides a platform for project execution and portfolio management. Governance.Business is a consolidated platform which provides end-to-end governance capabilities for planning and executing an organization's strategic plan. You can explore our solution with different demos. If you'd like, we offer a free trial for 15 days. Governance.Business is the product of years of research and experience with different vertical sectors. Our goal was to create a solution that is enterprise-oriented, efficient, and effective, while improving the user experience so that it is easy to adopt. -
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Kosmik
Kosmik
$5.99 per monthKosmik's embedded browser allows you to complete online tasks from the comfort of your own workspace. It is a local solution that ensures the safety of your data and allows you to work offline whenever inspiration strikes. Kosmik's moodboarding allows you to explore new dimensions of creativity. With the embedded browser, you can curate inspiration, images and ideas on your universe. Visual storyboards that inspire innovation will help you unleash your imagination and bring projects to life. Say goodbye to disorganized notes and hello to a seamless organization. Kosmik offers a clutter-free environment to jot ideas and thoughts. Organize your notes in a way that makes it easy to find your brilliant ideas and build on them. Kosmik makes managing research easy. With the embedded web browser, you can capture, source and tag web content. No more switching between tabs and losing valuable information. -
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Citrix DaaS
Cloud Software Group
$12 per user per month 3 RatingsUsing the leader in virtual desktops and apps, you can work securely and flexible. Deliver desktop as a Service (DaaS), from any cloud or datacenter. Citrix DaaS, formerly Citrix Virtual Apps and Desktops Service, allows you to quickly and easily provide your users with a familiar and high-performance digital workspace. We'll take care of the infrastructure and security. You can concentrate on your business. Secure sensitive data and meet the needs of modern workers. Citrix DaaS allows you to provide a secure workspace on any device. All the cost-savings of a managed DaaS, plus greater IT agility, improved corporate security, and increased end-user productivity. Protect apps and data while boosting employee productivity. Workspace solutions that are easy to scale can help you build a better plan for business continuity. DaaS solutions simplify virtual desktop and app delivery. -
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Focos
Focos
$6 per monthAll your apps in one place. Be more productive. Working from home: How do you accept it? FOCOS is a way to prepare for the future. Are you tired of managing multiple browser tabs and apps? Search and switch between applications, log in and leave accounts. There is a better way. focos is a beautiful and simple way to manage everything better. Multiple accounts can be used without having to log in each time. Multiple accounts and apps can be used without the need to log in or out. You can also switch browser tabs without having to log in. Multitask like a pro. You will find many of the apps that you love in the focos Store. We have selected the best apps to suit a wide range of needs. You can also create your own URLs. Custom URLs. For apps that you use often, add your own URLs. Do not be distracted while you work. There should be no distractions or context switching. You can have productive days if you create a schedule. No more context switching. The half-moon has arrived. No more distractions from apps or bubbles. -
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Sonet.io
Sonet.io
Sonet.io was built for IT leaders who want to provide a great remote worker experience, while also enhancing security and visibility. You can eliminate expensive virtual desktops and hardware shipments while enabling instant access from any browser, on any device. Set up fine grain security policies to ensure visibility across the workforce. Remote workers can save up to 10x the IT costs. Remote workers can securely access applications and server from any device, whether desktop or mobile, managed, or bring-your own, without the need for device agents. Workers can begin working immediately without waiting for devices or completing painful installations. Secure applications, servers and data with zero-trust security policies that are granular without having to modify any software or systems. No-code policy editor allows you to prevent attacks and enable real time security policies. -
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VENMATE
VENMATE
VENMATE is the all-in one platform that drives customer satisfaction, retention and growth. Gain a 360° view, anticipate customer needs and make every customer a champion. Gain deep insights on customer behavior and preferences in order to increase satisfaction and loyalty. Streamline customer success operations to improve efficiency and deliver exceptional experiences. Reduce customer churn while increasing upsell opportunities. VENMATE’s streamlined implementation and onboarding module will accelerate your time to value. Our platform will ensure you never lose track, using playbooks to provide an efficient and structured onboarding experience. Centralize customer data from different tools and help your Customer Success team document each interaction seamlessly with VENMATE. Guide your customers on their journey and collect valuable feedback to continually improve their experience. -
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MangoApps
MangoApps
$7 per monthWe provide a single platform that allows employees to communicate and share information. This makes it easier for work to happen without any friction. We help you create a digital hub that connects all your employees. Today's employee experience is poor. There are too many tools and outdated systems to manage. MangoApps is a modern cloud-based platform that unites content, communication, training and operations for all levels of an organization. This is possible: Over the past 10 years, we have carefully created a broad platform that can help all sizes of organizations meet their future goals with confidence. -
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HelpHero
HelpHero
$55 per monthYou can create interactive, easy-to-follow product tours that make it easier for your users to get started and use new features faster than ever. No programming or large budgets are required. Our interactive, easy-to-follow product tours will engage users right away. Users can 'learn' as the go, making onboarding easy. HelpHero makes it easy to create walkthroughs with no coding. Highlight features and product enhancements. HelpHero will help you make sure your users are aware of what's new, and how to use it. This results in less frustration, confusion, and increased user adoption and retention. Contextual product tours give users the information they need before they even ask. HelpHero will guide your users to success so that you can reduce customer support costs and time. HelpHero is an easy-to-use onboarding tool that's also cost-effective. -
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Uniify
Uniify
Uniify simplifies the process of collecting customer data, meeting KYC and KYB requirements, and credit assessment while saving time, reducing cost, and elevating customer experience. Digital solutions that make onboarding faster, cheaper and easier help us to help our customers make better business decisions. Our customized digital onboarding flow will ensure a better customer experience, which is more secure, and that increases revenue. Our solution saves our customers an average of 80% on development costs. We reduce the costs of development, maintenance, and operation without sacrificing the quality. No two customers are the same. Create your own custom forms using our no-code form creator. You can create dynamic onboarding flows using our advanced form builder. -
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TaskRay
Bracket Labs
$19.00/month/ user 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. -
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Instnt
instnt
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. -
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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.
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GuideCX
GuideCX
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. -
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Formalize
Formalize
Drive more revenue through a sophisticated end-to-end experience. Best-in-class tools help you create brilliant customer experiences while reducing risk. You can manage your entire funnel from lead qualification, KYB, e-signatures and segmentation to meeting scheduling. Use building blocks such as custom rules and workflows without code to automate your identity and onboarding process. Ongoing website reviews, sanction screening and social media checks. Allow low-risk users to have the best experience. Dynamically adapt application experience in real time based on risk score from first- and third-party source. With screen recordings and comprehensive analytics, you can pinpoint friction points that cause leads to abandon the application, even down to the second. Increase productivity by 10x and maximize conversion. Say goodbye to manual tasks and hello automated automation. -
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Mystro
Mystro
Mystro is a simple tool for client onboarding and data collection. It's built for speed, flexibility and scale. We provide everything you need to onboard clients and collect their data. Mystro products offer a modern, flexible, and simple client-facing experience that meets today's demands. It saves you time per deal, and helps to represent your business in the best possible way. Mystro makes complicated forms easy and beautiful with Mystro. Easy-to-use and packed with features, Mystro allows you to quickly create multi-page conversational online forms or use pre-configured templates. A robust document collection and eSign system will automate your document collection process with automatic checklists, PDF merges and digital signatures. -
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Dreamler
Dreamler
Your team can stay on the same board as a multiplayer game. Our mobile app allows you to quickly flip through your goals from anywhere. You can check the status, communicate with colleagues, and work through the plan. You can quickly create efficient processes, change working methods, and restructure your organization using blocks that look like Lego. We believe that everyone should be involved in the building of their plans in order to achieve efficient collaboration. Dreamler's features are intuitive, simple to use, and easy to learn. Milestones can help you set higher goals and create a shared understanding between your team members about where you are going. Decision-making becomes easier when everyone involved in a project has the same view. We can shift from traditional top-down models to a distributed, but highly synchronized unit. -
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AcademyOcean
AcademyOcean
$300 per monthAcademyOcean is a smart LMS platform for employees, clients, and partners' training. It's a perfect toolkit to launch your Corporate University or product Academy. The most recent version of AcademyOcean works anywhere in the world. The product works the way you expect it to work. Simple and clear. You can launch your Academy without developers and designers. Your Academy is accessible from any device. Book a demo with an AcademyOcean expert to know how we can help your company! -
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Metric.ai
Measured Analytics
Finance can be made a team practice. Metric.ai is your single source of truth for all financial data. You can set project budgets, calculate costs, recognize revenue, and do so with complete confidence. Get a current view of profit, utilization and effective bill rates. Discover over 100 service-specific KPIs to help you make better decisions. To reflect the organization structure, categorize employees and projects into roles, offices, departments, and other categories. You can create more accurate forecasts by combining key metrics such as revenue recognition, multicurrency, financial closes, and historical change into one place. Increase predictability in your planning process. Get alerted about potential risks and gain actionable insights into why actuals differ from forecasts. Based on project and resource plans, plan revenue, costs, and profit. Changes can be accounted for in real-time. -
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Create network diagrams, data flow and entity diagrams. SmartDraw is the most powerful and easy-to-use diagram maker on the marketplace. SmartDraw is the easiest and most powerful diagram maker on the market. Simply choose one of the many included templates (there are literally thousands). SmartDraw will guide you through the rest using intuitive tools and lots more symbols. Smartdraw aligns objects and shapes in just a few clicks, making diagrams feel as if they are made by themselves. You can instantly be productive with hundreds of professionally designed diagram templates. You can choose the most similar template to your project and modify it to fit your needs. Drag and drop symbols from among the thousands available. SmartDraw supports many diagram types, including flowcharts, org charts, and powerful automation that automatically builds your diagram.
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Dinvy Ascent
Dinvy
Dinvy Ascent was designed to help you transition to online time entry and billing now, and to allow you to add advanced features such as estimating, planning, and customizations, as you grow. Data capture helps you run your business more efficiently. Dinvy Ascent displays your data quickly and in a way that is valuable, where you need it. Dashboards consolidate key indicators of performance for easy consumption on Executive, Account and Project pages. Custom Reports are available to be delivered directly to your inbox at the time you need them. Our architecture is focused on scalability, customization and flexibility. Dinvy Ascent allows you to customize the user experience and add new features or feature flags based on your changing business needs. What that means is that you have to adapt to the limitations of your software or pay for features which your team members do not need. -
47
SQUAVA
Squava
$40/user/ month SQUAVA is a time-tracking, project management, accounting, and forecasting tool for professional service firms. It combines all of your business's day-to-day operations in one online, outof-the-box software. SQUAVA's intelligent workflows and features make it easy to focus on the important tasks that will build your business and make money. You can answer difficult questions such as: When should I hire? How much work do I have? Our simple pricing plan scales with you business and easily pays off with the time and money that you save. We train and onboard our customers without any upfront costs. You pay monthly, just like your cash flow. SQUAVA is the software that you've been searching for to manage your business. It's amazing! -
48
GanttPRO is an online Gantt chart software. It helps single users as well as teams plan, schedule and manage their projects. Project managers and teams can create and assign tasks, track progress and work with milestones and dependencies. This Web-based Gantt chart tool can be used to manage resources and costs efficiently, collaborate with teams, and even share plans with people not registered in the app. GanttPRO had 800K+ registered users as of August 2022. Teams from well-known companies like Salesforce, Sony, HubSpot and Vodafone use the software.
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49
]project-open[
Project Open Business Solutions
]po[ EPM tracks project plans, progress, budgets and costs. It also tracks milestones, risks, risks, and more. ]po[ PMO supports complex PMO environments by providing integrated software solutions that support administrative and reporting processes. It automatically generates executive reports based on the information provided by project managers. ITSM and IT departments are addressed by ]po[ ITSM. This software follows ITIL V3 best practices. ]po[ PSA provides integrated solutions for companies that need to bill and track professional services. It allows you to track timesheets for both projects and support services. -
50
Docupace
Docupace
Docupace is a solutions provider focused on digitizing and automating operations in the financial advice and investment industry. Financial services firms use the Docupace Platform (a cloud-based, integrated software suite) to reduce back-office expenses, improve efficiency, strengthen recruiting, and enhance the experience of advisors and their clients. The Docupace Platform is 100% focused on the financial advice and investment industry. The Platform’s wealth management DNA means our solutions map one-to-one with your specific challenges, that our people know your business and speak your language, and that our products are compliant with SEC and FINRA rules. Docupace is a dynamic platform that serves as the foundation of our clients’ entire business processing strategy. With distinctive built-in capabilities, deep integrations with third-party tools, and operational flexibility, the Docupace Platform can be used to digitize or automate nearly any process. Docupace is the largest and most trusted provider of digital back-office solutions for the financial advice and investment industry. Firms of all sizes—including some of the largest in the United States—trust Docupace as the conduit for more than $2 trillion in AUM.