Jotform
Trusted by over 25 million users worldwide, Jotform is an all-in-one platform that simplifies data collection, workflow automation, and online sales, all without coding. With Jotform’s drag-and-drop Form Builder, businesses can create customized forms and surveys to collect leads, contact information, payments, appointments, and e-signatures with ease. Choose from over 10,000 templates for everything from feedback surveys to registration forms, or build your own from scratch. Jotform's advanced features, such as conditional logic, autoresponders, and over 200 integrations, further streamline processes.
In addition, Jotform's AI-powered Agents offer real-time customer support by guiding users through the form submission process, answering questions, and ensuring a smooth experience, all while reducing the need for manual intervention.
With Jotform’s Store Builder, you can also set up an online store, sell products, services, and subscriptions, collect donations, and receive payments through 30+ supported payment gateways. Finally, Jotform’s tools like Approvals, PDF Editor, and Report Builder help businesses transform collected data into actionable insights and automate workflows for even greater efficiency.
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MeridianLink Opening
MeridianLink® Opening is a digital account opening platform designed to help financial institutions modernize onboarding for deposit products including checking, savings, CDs, and more. Built with a mobile‑first architecture, the solution combines automated workflows, advanced fraud protection, and real‑time decisioning to reduce friction, improve completion rates, and minimize operational overhead.
Adaptive forms, intuitive navigation, save‑and‑resume functionality, and progress indicators support completion across devices and channels. Automated identity verification, fraud screening, and risk scoring operate in the background to balance speed with security. Instant decisioning accelerates approvals, while immediate funding enables rapid account activation to meet user expectations.
Built‑in compliance workflows support BO, CIP, KYC, AML, FinCEN, and OFAC requirements with audit tracking and encryption. In‑application cross‑sell uses real‑time credit and application data to present relevant offers mid‑flow. Automated verifications and document handling reduce manual work, while streamlined workflows hide unused fields and condense steps to improve usability.
Direct integration with core banking systems eliminates duplicate entry and enables secure, paperless account setup. With configurable workflows and real‑time sync, MeridianLink Opening supports scalable, compliant, and efficient digital onboarding.
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Engin Systems
The Form Builder tool enables the creation of intelligent forms for digital data collection, accessible both online and offline, and allows for the integration of one form within another for enhanced functionality. Complementing this is the Workflow Builder tool, which facilitates collaboration by establishing a systematic framework that guides the data captured within a form through various pathways and decision points after submission. Each form is linked to a specific workflow, creating a structured approach to data management. Additionally, the reporting system offers straightforward and visual insights into all form submissions, with options to filter and sort data to present only the most relevant information, thereby enhancing clarity and understanding. Furthermore, the Scheduling system guarantees that reports are automatically dispatched to designated users, ensuring that no submission is missed or neglected. This system operates under role-based access control, where permissions are pre-assigned to users, forms, workflows, and reports, thereby defining who can access what. The permissions associated with each form, as well as its fields and web widgets, play a crucial role in regulating access to the information contained within the forms. Ultimately, this comprehensive suite of tools streamlines the process of data collection, management, and reporting, making it easier for organizations to maintain oversight and accessibility.
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CrewTracks
CrewTracks.com is a versatile and user-friendly platform designed to streamline field operations for companies in construction, landscaping, and other industries that rely heavily on a mobile workforce. It offers an all-in-one solution for tracking crews, managing projects, and handling the administrative tasks that come with running a business with field teams.
With CrewTracks, you can easily schedule jobs, monitor crew locations in real time, and ensure that everyone is on the same page—no matter where they are. The platform simplifies time tracking, allowing crew members to clock in and out via their mobile devices, which automatically syncs with the central system. This not only reduces errors but also makes payroll processing quicker and more accurate.
In addition to time tracking, CrewTracks provides robust tools for documenting job progress, including photo uploads, notes, and other essential data that can be shared instantly with the home office. This feature is particularly valuable for maintaining transparency and keeping clients informed about the status of their projects.
CrewTracks is built with flexibility in mind, offering customizable features to fit the unique needs of your business.
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