Alternatives to SideDrawer

Progress ShareFile allows you to securely share content with clients and internal team members from any device. Small businesses and departments need simple and secure solutions to collaborate between themselves and with clients. ShareFile allows you to access files securely, share data and create workflows that save time. Simple, quick set-up - no IT required. Cloud storage allows you to send and share any size file from any device. You can be sure that your files will always be safe. Bank-level encryption will protect your files, emails, and attachments while in transit and when they are at rest. Collaborate safely: Audit trails and configurable access permissions allow you to control and know who has access to your data. Optimize client and employee onboarding: Reduce manual paperwork with time-saving workflows. Secure FTP alternative: No software installation required - either for you or your client.

TimeReaction is the ultimate collaborative workflow management tool that allows managers and team leaders to rely on their colleagues to move projects through complex business processes that require high levels of compliance and oversight. It does this without the frustrations and inefficiencies that can come with spreadsheets and email. TimeReaction is a specialist in providing small and medium-sized manufacturers with a highly-configurable collaborative workflow management software system that allows both internal and external users to collaborate and communicate, track, review, sign-off, and track each phase of a process. Results are what really matter to you. TimeReaction's collaborative workflow management system makes sure that your team delivers results on time and on budget.

Average employees spend 11.2 hours per week sending emails and 7.8 hours attending unproductive meetings. ScreenRec allows you to send screen videos and screenshots on-demand. ScreenRec is a new productivity tool that allows you to save time and communicate more quickly with private video messages and screen shots. This lightweight desktop application uses as little computer resources as possible. It allows you to annotate and take screenshots, as well as record your computer's audio and microphone. Cloud Recording technology allows you to upload immediately. Once you are done recording, you will receive a universal sharing link. ScreenRec is simple and straightforward from the outside. It's built on top a premium business platform that allows you to access advanced features like content security, privacy control and publishing, analytics, and content management. From task assignment to bug reporting, and internal training.

WorkTime helps you increase productivity by monitoring it. Monitoring of employees at work, remotely, or in-office. WorkTime monitors: idle/active times, attendance, productive/unproductive times, software and internet usage. WorkTime is faster and more efficient than competitors Cloud (we take over your data) or on the premises (your data doesn't leave your company). No invasion of employee privacy. Pure productivity monitoring. No screenshots, keystrokes, chats/emails, or document content recording. HIPAA compliant. WorkTime will make employees' productivity at least 3-20% better. 2-20% - This is the average amount of time employees spend on their personal matters (including poor attendance, being idle or browsing, socializing, etc.). WorkTime increases productivity, improves attendance, and discipline by reducing idle time. WorkTime will show you the true situation regarding software and computers.

Intelligently route calls to the correct employee and offer self-service options for customers. The cloud platform gives managers visibility into employee productivity and allows them to work remotely. You can easily manage all ways customers contact you via voice, chat, SMS, or email. Contact Center integrated into Unite allows you to increase productivity and provide better customer service. Answer customers quickly and reduce wait times. You can handle more concurrent inquiries and make your customers and employees happier. Customers will be directed to the right agents at the right time every time. Skills-Based Routing allows you to customize call flows to achieve results. Customers can connect with you according to their terms. Intermedia Contact Center offers voice, chat, or email queues. Proactive outreach is a way to go beyond inbound. Multi-channel outreach capabilities can increase audience engagement. Access advanced call handling in Unite quickly and easily to manage customers, and then get back to collaborating.

The most trusted enterprise technology for email attachment security, integrating your email with cloud storage services. mxHERO replaces attachments in email with secure cloud storage links. This means that sensitive files are not sent outside the organization and are protected inside. Email can expose sensitive information inside and outside an organization. mxHERO makes sure that all email content is handled via client-recommended content platforms. mxHERO automatically transfers file attachments to cloud storage. This keeps valuable digital files out-of-email. It also solves for file size, version control, content sprawl, and file size issues. Reduces breaches with at-rest and in-flight email assets. Major global brands and leading companies are among the mxHERO customers. Email is critical to business operations and a security issue. mxHERO's clients need email security that is not disruptive to their customers or employees.

Sperse is a software package that provides clarity, connectivity, and collaboration to help you know your customers, your cash, and your data. Your client-facing portal connected to a powerful management system. Your portal site is vital for customers and partners to communicate, collaborate and engage with you. Find out how we can power your portal with an exceptional user-experience and smart back-end functionality to manage data. Many businesses have trouble planning cash flows because they look at their business from the rearview mirror using today's financial tools. Poor data quality and integrity can result from poor connectivity between applications. This requires employees and users to learn a lot. This can slow down daily operations and adds a significant hidden cost to the business.

Protect your business's web browsing. At any given moment, 18.5 million websites are infected by malware. Protect your business and users from malicious downloads, websites, and links. Protect your users, both local and remote, from malicious files and websites. 40% of internet activity is not work-related. With granular access policies, you can stop unproductive and inappropriate web browsing. You can get started in minutes and there is no need to install client software. Barracuda Content Shield Plus, a cloud-based service, offers robust content filtering, file protection, granular policy enforcement, reporting, and real-time threat information to protect your users, organization, and brand. Its proxy-free architecture guarantees minimal latency. Barracuda Content Shield offers advanced web security, but with a smaller feature-set. Content Shield offers advanced DNS filtering and URL filtering. It uses agent-based filtering.

DigEplan is an integrated plan review solution for your permitting systems and workflows. DigEplan allows the plan review process within your government platform to work, creating a seamless connection into your existing portal, workflow, document management and tasking. DigEplan is easy to use and quick to install. It's a solution that addresses the challenges of the public sector. Cloud-based solution that integrates end-to-end permits in one workflow. Using a single source for truth in document management, you can increase applicant engagement and experience. DigEplan was designed to integrate with existing government permit workflows. External third-party review collaboration, multipage file and sheet manager, calibrated measurements, and real-time collaborative. Automated batch stamping. Multi-format support. Corrections management. Intelligent stamps.

EolePreview is the collaborative preview and annotation function for video projects: image capture for annotation down to the timecode, live chat between producer and customer, and PDF report.

Audit Assistant simplifies auditing, assurance, and compliance for you and your clients. Audit Assistant is a cloud-based, powerful tool that was created by auditors for auditors. Audit Assistant allows clients to interact in real time, according to the latest standards, and provides integrated support and knowledge. This tool is your best choice for reducing administrative burdens associated with compliance and auditing work. Audit Assistant can handle everything, from AML auditing to financial auditing and tools that accountants need, Cloud-based platform that is powerful and flexible. Any type of supporting data can be attached. Links to other repositories and software may also be created. Data encryption and optional user security are available. Additional customization can be done at the client and template levels as needed. Common software may allow you to import data such as Trial Balance and other data. To send back to client software, journals may be added. Instant client interaction and collaboration via real-time access Multiple users can access jobs

AbcSubmit is an online builder that allows you to: Collect contacts, leads, support request, inquiries - Workflows automation - collect payments via forms - Supports integrations with third party platforms (Google Drive. Slack. MailChimp. etc. - Supports collaboration and company user/group / permission management AbcSubmit forms can be embedded on your website, Wordpress, Wordpress or Weebly. They are also social network friendly with Google Analytics support.

Invite your hiring team to a real time reporting dashboard to collaborate around talent data. Prioritize candidates, send/receive activity notifications, and share assessments and feedback. No manual data entry required to quickly source talent. Our enterprise-grade parsing tools make it easy to create and update contacts from web profiles or resumes/CVs. Get valuable insight into your search operations to accurately forecast future opportunities. You can then win these searches by presenting benchmark candidates, and demonstrating team collaboration. Spend less time creating search results and more time working with clients via cloud-based, real-time software. You can scale your sourcing operations and empower decision-making with data visualization, market mapping, candidate research and candidate research. A private, invitation-only talent network will help you build strong relationships with candidates and comply with GDPR.

Extractopus is an email finder that helps create cold outreach campaigns with ease. Tired of wasting your time on ineffective prospecting? Extractopus will help you streamline your sales process, and increase your pipeline. Find high-quality leads instantly with advanced search filters. Automate outreach sequences for nurturing prospects at scale. Enjoy a seamless, intuitive experience that is designed for efficiency. Contact information for professionals is up-to date and reliable. Extractopus is a modern sales team’s secret weapon. This all-in-one solution will help you stop chasing dead-end prospects and close more deals. Power up your pipeline to take your business into new territory.

Financial institutions, fintechs and digital brands use Array's engagement- and revenue-generating tools to help consumers make financial progress. Array is a fintech firm that offers embeddable financial products designed to increase customer engagement, generate revenue, and promote financial success for its clients. Their platform provides a suite products that allows users to view and monitor credit health. Array's solutions were designed for fintech companies and financial institutions that want to integrate personalized financial tools to their services in order to increase user engagement and conversion. Array's cloud-based platform ensures accessibility and scalability to its clients. Utilize innovative products to drive revenue, increase customer engagement, and fuel progress in the financial world. Our SDKs and private labels are fully customizable, so your customers never leave your experience.

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.

Law firms are under greater pressure to maintain secure, compliant and efficient communications with clients. It's becoming increasingly apparent that the existing closing management system doesn't meet this need. Our cloud solution is affordable and was designed by lawyers to be "compliant" by design. It features a secure client portal and best-practice workflow procedures that can be customized to your specific area of law. Solid enterprise technology for mergers and acquisitions, or fiscal reorganizations. But it's affordable enough to be used by sole proprietors. Integrated portal for client and external representation communication. Secure and compliant communication is possible outside of email. It's easy to use: You can import your documents and set up workflows that suit your practice. Our Best Practice Engine helps ensure compliance.

Find your strengths and find ways to overcome bottlenecks. You can gain actionable insights that will improve efficiency and agility at every stage of your DevOps process. Connect data across Jira and Jenkins, GitHub GitLab, Azure DevOps. SonarQube & many other platforms. Software metrics and insights to improve agile velocity, quality and security, as well as data hygiene. You can create custom dashboards that allow you to drill down or roll up details. High-quality products built faster and customer-centric outcomes. Data hygiene and process efficiency can be improved. Create a culture that values collaboration and appreciation. This will increase retention. Monitoring the quality of requirements definitions, acceptance criteria, and agile sprint plans. Automate task reminders and issue routing, reduce unproductive waiting times. Sprint slips provide early warnings about potential risks. Be based on customer impact when making decisions. Reminders sent on a regular basis to speed up PR reviews and merges. Conditionally automate repetitive tasks, reducing cognitive overload.

Collaborati, a global e-billing solution for legal firms and vendors, is used in 160 countries by more than 14,000 law offices. It allows for the submission of electronic bills, communication of timekeeper and rate information, capture of negotiation, and collaboration with more than 725 corporate legal departments using Mitratech's Legal Management Solutions. Collaborati improves client relationships through the streamlining of invoice processing and payment. This reduces invoice disputes and write-offs. Automated status updates eliminate unnecessary inquiries from corporate clients. Users can also electronically provide the basic profile of the firm's timekeepers and their rates. The platform allows for collaboration on budgets in complex matters. It also allows agreements with corporate clients before deploying valuable timekeepers. It speeds up the payment process compared to emailed invoices or paper invoices, by automatically submitting invoice formats and attaching documentation.

SmartVault makes it easy to digitize your documents and move to a totally paperless workflow. Scan files directly to the right folders and reduce hard-copy document clutter. SmartVault gives you a central document cloud storage solution for all your internal and client documents. From now on, you’ll be able to quickly find the file you need, when you need it, and share it securely with the right people.

Hecto is a platform that allows you to manage and buy newsletter ads and sponsorships. Engaged email audiences can help you generate leads. Your campaign can be used across multiple newsletters. To inquire, don't provide contact details. You can message creators right here on the platform. There is no need to ask for pricing information. Before you contact a newsletter, check the prices for ad packages. Reduce the time it takes to complete. Our ad submission forms have limitless advert characters. You can rest assured that our platform has been quality controlled and monitored to ensure great experiences. We approve newsletters that have high engagement so you can choose from a variety of options for your campaigns. Supercharge your acquisition funnel. Your ad slots can be opened to sponsors other than your own mailing list. Your Hecto page can be found on the platform. Businesses can then find you and contact you through it. You can manage your inventory in Hecto, including pricing and availability.

HubSync is a Tax Integration Powerhouse. HubSync was created by tax professionals for tax professionals. It addresses your problems and allows you to concentrate on your clients and not worrying about wrangling tax data or dealing with complicated tax processes. You can collaborate with your team from anywhere, via the cloud, in real-time. You have unlimited insight with the reporting and analytics capabilities available to you. Automate and simplify the tracking and analysis of key performance indicators and metrics. Simple alert mechanisms ensure that you don't miss important dates. HubSync was created to harmonize disparate data. This reduces complexity and helps clients maximize their investments. HubSync combines the simplicity of consumer-friendly applications with enterprise-grade functionality.

finleap Connect offers cloud services to banks looking to digitize their businesses. finleap connect focuses on fintech solutions that can be integrated into existing infrastructures in a modularized manner. The service offers data analysis capabilities and links existing data with machine learning tools. BaFin has certified finleap Connect. BaFin certifies finleap connect advertised offer. This allows you to drive customer engagement and reduce the complexity and cost of embedding financing. Our cloud infrastructure is modern, secure and approved by the BaFin. It supports partners at all stages of their growth. Cutting-edge data and analytics capabilities that combine financial data connectivity with machine learning tools to create new insights. finleap Connect provides "full-stack" support for brands that offer digitally native, mobile-first "customer transactions". Customer Interaction Layer is a modular, branded product that enables meaningful customer interactions.

It's easy to share documents and information with clients and streamline your workflows. With a professionally designed client portal, you can create your virtual office. Your clients have 24/7 access to their files. Your portal can be accessed from any device, any time, anywhere. Add your logo and a subdomain to bring your brand to the forefront. Your logo will be displayed on your login, portal, and in all email communications. Other client portals force clients into their closed file-systems. ClientTable is the only portal that allows you to connect directly to your cloud storage drive. Portal documents can be accessed via your storage web interface, desktop or mobile application. Clients can automatically share files saved to the desktop through the portal. Any folder or item can easily be shared, with the ability to share subfolders and items.

The next-generation collaboration suite. All your chats and meetings, docs, emails, and calendars in one place. Lark has been chosen by these organisations as their all-in-one collaboration tool. You can meet up to 300 people. You can share files to your heart's delight. Keep your organisational knowledge. Support for more than 100 languages Your work is shaped by what tools you use, according to Lark. Lark integrates messaging and video conferencing with schedule management, collaboration documents, cloud storage, email, workflow applications, and document management to create a seamless collaboration experience across all devices. Lark Messenger is the hub of your team's communication. It has multiple features to reduce distractions, and focuses on providing full context to team members. Lark's cloud management and creation capabilities allow you to centralize your ideas and productivity. To bring your ideas to life, you can collaborate seamlessly with any member of your organization. Everything is automatically saved to the cloud.

Users are protected against malicious websites, links and emails because no local code is executed on their computer. Administrators can control exactly which files users may download. All downloads are scanned for threats before they can be allowed. Analytics can be obtained by organizations to monitor compliance and detect insider threats. Malware infections can have severe effects that require significant time and money to repair. Isolated browsing will protect your network from web-based malware. Analyze data from users to monitor compliance and detect insider threats.

InsurLink offers clients 24/7 self-service digital access to the most important information. The end result? The end result? Higher client satisfaction, less E&O risk, more time to advise clients, and more money to grow your business. InsurLink helped Amaden Gay Agencies dramatically reduce the time it took to respond to simple inquiries, increase security with document sharing practices, improve the agency-client relationship, and offer self-service capabilities. Your clients expect you to respond quickly and wherever it is convenient for them. Modern, intuitive client digital experiences are key to providing clients with the 24/7, mobile, secure service they need. This will increase your profitability and client retention. Digital technology can transform your business to meet customer needs and satisfy them quickly.

AuditDashboard's cloud-based software standardizes information collection for professionals and clients. It improves client experience by facilitating collaboration on a dynamic PBC request list that makes it easy to reconcile outstanding requests. AuditDashboard improves efficiency by centralizing communication, document management, and eliminating information silos that hinder productivity. Reduce time. Stay organized. Keeps everyone informed. Our secure, intuitive software streamlines the document collection process to ensure a stress-free client experience. It also turns engagements into collaborative projects, and helps keep everyone on task. Clients and firms both love the dashboard that gives them a clear view of what is completed and what remains. Visualize the current status of everyone's work.

Your teams can understand and prioritise work better so they can deliver better results. You can help them avoid unproductive meetings and work interruptions that can be productivity killers. Collaborative Project Management simplifies work by providing a holistic solution that eliminates need for multiple spreadsheets and off-line tools. Customers who have used runsimply Collaborative Project Management reported that their email conversations decreased by approximately 50%. They are able to quickly generate custom reports or use a large number of predefined standard reports, which allows them to save up to 20 hours per work week. In just six months, productivity increased by 30%. They all report that they work better, implement changes faster, and complete more projects than ever before. Runsimply is a new kind of company. Our software aims to foster a collaborative and inspiring work environment.

Big Data for SMBs BuzzBoard uncovers data-driven insights on SMBs that lead to more meaningful conversations for sellers and marketers, which in turn leads to increased sales throughout the customer lifecycle. BuzzBoard uses data science and digital signals for the largest collection of business intelligence on SMBs in the world to answer the most important question for both marketers and sellers: Why will my prospects and customers want me to engage? BuzzBoard transforms inefficient sales interactions into personalized opportunities to increase customer engagement, book more appointments, and close deals quicker. BuzzBoard's unique and insights-driven technology allows for micro-targeting to prospect, identifies upsell or cross-sell opportunities to grow customers, monitors top accounts to increase retention and generates compelling content to drive customer engagement.

Suralink's dynamic workflow solution can help you track engagement status and reduce time spent managing hundreds of documents. Suralink makes it easy for clients to engage with you. To ensure documents stay on track, create document request lists and establish timelines for completion. All client requests are stored in one place, which is updated in real-time and easily accessible by all involved in the engagement. For super-fast setup, import your spreadsheet list. You can create templates that you can reuse when adding clients. You can create a unique experience for users and make them feel secure by creating a sub-domain with your name and logo on the login page and in the system emails.

Annotate allows you to create documents and collaborate with others throughout the authoring process. Annotate allows you to paste text from existing documents and will link back to the original source. This makes fact checking easy. You don't need to send documents via insecure email attachments, file sharing services, or other means. Annotate allows everyone to join in on your discussion or project. You can bring together the right team and not worry about keeping track of different versions. You control who can view and edit the document, so confidential information remains secure. Instead of having disjointed discussions on chat apps or email threads, let your team talk within the document. You can use Annotate to chat with your team in real-time, mark up documents, add notes and assign changes to the correct team members, regardless of whether you have something to say about sections, paragraphs or sentences.

Postpace is a productivity platform that allows writers, bloggers, marketers, and teams to centralise and save time through workflow automations and data analysis. Postpace allows professional content teams to organize, collaborate, and execute multi-channel content-marketing operations using end-to-end workflow automations. It is time-consuming, inefficient, and unproductive to research a topic and compare it with other content. Postpace automates hours of topic research in just two minutes. It also helps you write better content faster. To write high-quality content that is loved by clients, readers, and search engines, you don't need to be an expert in all things. Postpace will give you a detailed report of top-ranking contents, outlines, keywords, questions, outbound URL references, word count and keyword density.

GreenLight's cloud-based platform seamlessly aligns supply chain leaders, physicians, vendors, and other stakeholders to ensure that health systems across the country make financially and clinically sound product decisions. Streamline value analysis and simplify evidence-based buying. This will improve physician engagement. Access high-quality evidence and discover new products. All physician medical technology selections can be linked in one portal to increase transparency and optimize clinical decision-making. Access high-quality evidence and discover new products. Boost product awareness, streamline sales efforts, collaborate with your sales team. Automate value analysis and strengthen communication and collaboration between hospital and physician stakeholders. Learn how one hospital IDN used the GreenLight platform for its value analysis program transformation.

Simple digital asset and styleguide management platform used by top agencies and brands. White label and custom branding option available for agencies.

FileWay is an on-premises secure Enterprise File Synchronization (EFSS) software. It is user-friendly and intuitive. Administrators can customize functionality for users or groups. It integrates seamlessly with existing enterprise systems. There is no client-side software that needs to be installed or maintained, so there are no additional support burdens. It is a cost-effective remote manager for business that can be customized to meet your company's needs and budget. AttachLink is FileWay’s most powerful feature. AttachLink limited-time access links offer users more secure file sharing options and exchange options. AttachLink time expiry links can be used by authorized users to send, receive, or share documents with others.

Aderant Drive allows data-rich law firms to create client portals that allow them and their clients to interact with information in a secure environment. Drive uses existing technology from the firm and the security protocols offered by Office 365 to manage extranets. This removes the technical hurdles of creating and managing extranets for law firms and improves client service with greater responsiveness, transparency and value.

Canada's most trusted cloud-based accounting and audit software solutions allow you to gain real-time intelligence and analytics about your clients from anywhere and on any device. Our client portal features allow for collaboration with clients. File sharing, custom dashboards and status reporting are all available in one secure location. Get a complete document management system that includes centralized data storage, retention, backup, and archiving capabilities. This will ensure that files are organized among colleagues, staff, and teams. You can manage your time and bill from any web-enabled device. Cloud automatically generates draft times sheets based on your calendar and client engagement files. Cloud collaboration allows staff to work simultaneously on the same client file, and allows for review and sign-offs from anywhere on one platform.

Purpose-built for Insurance Carriers, INSILLION Insurance Sales and Underwriting SaaS platform empowers carriers to accelerate sales, automate underwriting and scale operations with a cloud-based, low code - no code platform driven by APIs. Insurance carriers have chosen INSILLION to modernize, transform, and scale their operations. INSILLION empowers underwriters with an Advanced Underwriter Workbench to automate underwriting and Self-Service Portals for sales teams, agents, & brokers to drive sales and enable omni-channel distribution through APIs.

Every contract review is a time-saving and risk-free process. DocJuris is an intracontract negotiation space that empowers legal and procurement teams to close deals quickly and accurately. DocJuris' end to-end negotiation tools are made for teams that require speed and precision. Fortune 500 companies negotiate approximately 5,000+ contracts each year. This adds up to 25,000+ hours spent comparing, tracking, and redlining contracts, with thousands of wasted hours. The state-of-the art contract editor allows teams to collaborate, edit and track-change contracts online. Our APIs allow you to import and export contracts from existing systems or CLM. Each contract review is paired to a knowledge pane that includes policies, playbooks, precedent, and precedent. DocJuris offers suggestions for revisions and allows users one-click to redline contracts.

The CountingWorks Pro marketing platform was specifically designed for CPAs, tax accountants and tax professionals. It provides easy, automated 360deg marketing to your practice to generate more clients, stay in touch and build a five-star business. Our services include custom-built websites, content, email marketing and search engine optimization. We also offer reputation building, lead management, reputation building, reputation management, and a secure client portal with appointment setting and eSign.

Your legal operations and workflow can be strengthened. An integrated digital workspace allows you to connect with your legal professionals. You can increase productivity, collaborate seamlessly with others, share valuable insight, and engage with clients and fellow lawyers to provide world-class legal services. Integrate your platform to collaborate with colleagues, manage projects, and interact with clients. Automate tedious work and processes to make teams more productive and efficient. Manage complex projects and matters, assign tasks and collaborate on documents. HighQ's secure technology platform is trusted by leading organizations to protect their sensitive data and securely exchange information. HighQ combines enterprise-grade capabilities with simple concepts to create an exceptional experience for clients and you.

You can identify the places your viewers spend their most time so you can follow up strategically and close more deals. As the deal progresses, create an organized space with customized security settings for each investor. Each account will have a unique experience. Know your metrics and manage collaboration to ensure satisfaction. With military strength information security, you can update your investors qualitatively and securely. No more fighting with e-mail attachments or version controls. You can track the use of your data assets and share documents, content, and data with customers, clients, and investors using just a link. Simply create a new link to allow access to a different group. You can limit accesses, set expiry times, and verify email addresses or domains. No more scattered content in emails, chat messages, or forgotten accesses. Real-time analytics allows you to see who is viewing what content.

Booke's AI-powered automated solutions will increase your efficiency, reduce stress and resolve coding and uncategorized transaction errors. Our advanced error detection technology will help you find and fix bookkeeping errors quickly. Our user-friendly portal will streamline your collaboration with clients, and you'll get faster responses. Spend less time on manual transaction. Booke gets more accurate and reliable as you use it. Our communication tools will keep your clients happy and help you run your business smoothly.

A cloud-based portal allows corporate clients of financial institutions to view their cash balances across multiple currencies and subsidiaries. They can then use those balances to fund a variety cash-equivalent investments such as money funds or time deposits. G-CLIP allows clients to not only place excess cash into approved investments but also to understand their risk exposures using an intuitive analytics package. FO2 developed G-CLIP using extensive market knowledge, client needs, regulatory requirements, and market experience. This allows key bank clients to have better liquidity and greater transparency through one simple-to-use liquidity portal. G-CLIP by FO2 can be used as a standalone portal or linked to other FO2 modules that will enhance the client's experience and increase the financial institution's capabilities.

Asset Data Manager, a cloud-based specialist asset management solution, allows businesses to collaborate with their contacts, equipment, and parts. Asset Data Manager holds all the information you need about your contacts, equipment, and parts. Licensees can access Asset Data Manager through our secure web portal. There is no need to purchase additional software. Asset Data Manager offers clients access to in-built help menus and support via email and phone. You can create your own email marketing campaigns using the built-in corporate email templates. From one user to multiple users, Asset Data Manager is an intelligent way to allow users to collaborate in real-time, Software-as-a-Service (SaaS), with their data. Asset Data Manager is easy to use and streamlines the process of marketing assets to contacts via direct feeds to website websites, e-flyers and the generation of reports. All reports can be branded to the business of the user.

Cumulative storage takes into account usage variation across users and optimizes storage provisioning, saving tremendously. Open for Integration – Open standards-based integration that allows for a wide variety of collaboration tools, client apps, and business applications. Integrate with third party ESGs, DLPs and mail notifiers to create your stack. To create cost-optimal multicloud hybrids, co-exist with cloud workspace solutions from other providers. Cloud-native data protection allows you to back up your important email data and manage your ever-growing mailbox storage. With note-based team collaboration, you can share files and organize ideas. You can add Vaultastic to protect your important email data. Cumulative storage, a choice of paid and free clients, zero management, and maintenance all add up to significantly reducing costs.

Microsoft Office 2024, the latest version of Microsoft’s flagship productivity suite offers enhanced tools for document creation and data analysis. It also includes collaboration and presentation design. This version features a more intuitive interface, streamlined workflows and tighter integration with cloud services like OneDrive. It also offers improved real-time collaborative features across Word, Excel and PowerPoint. AI-driven features, such as predictive texts, advanced data visualizations, and automated design recommendations, have been enhanced to boost productivity. Microsoft Office 2024 places a high priority on accessibility, cross-platform compatibility and security. This ensures seamless experiences across desktops, web and mobile devices.

Every time, deliver the best customer experience. Webex Contact Center is a flexible and innovative cloud contact center that can help you increase customer engagement. Your customers will have a rich experience and you will be profitable. Your agents can deliver the best customer experience every time with data-driven artificial intelligence capabilities. Deeper customer engagement leads to increased sales conversions, revenue, retention, customer satisfaction scores and first contact resolution. Agents can collaborate with each other using integrated collaboration tools to enhance the customer experience and maximize the outcome of every interaction. Intelligently distribute calls across agents at multiple or remote locations using routing that is based on skill, capacity, load balance, and agent availability. Highly sophisticated distribution of call queues, including overflows based on skill set, group cading and more.

Officio provides immigration professionals with an entire suite of tools and resources to build, run, and grow their practice with simplicity and ease. Officio’s cloud-based, intuitive solution helps you streamline client file management, maintain clear points of contact with prospects and clients, automate repetitive tasks, comply with regulatory standards, and stay up-to-date on the immigration industry. Use questionnaires in multiple languages to connect with potential clients. Use our automatic scoring system to assess and categorize your prospects for various immigration programs. Automate your messaging and follow-ups with prospects using customizable email templates. Turn prospects into clients with intuitive setup tools, including client portal and payment schedules. Collaborate with clients and staff to upload important documents, to complete relevant forms, and to open and work on tasks. Update the client file with notes and time spent on each file. Establish and track client payment schedules with notifications for specific dates and milestones. Brand and further customize our 50+ email and letter templates. Manage your email and calendar all in one place. Leverage Officio's unlimited educational resources.