Our powerful Customer Relationship Management software (CRM) can help you increase productivity, generate more revenues, and improve engagement. Manage your advance/loan portfolio. Integrated with ACH processors. Includes broker portal and syndicate reporting. Send email and SMS campaigns, send/receive SMS messages, track email openings, and much more. ClixSign® allows you to send any document for electronic signature. You can see when documents have been viewed and signed by up 8 signers. Your customers can access a branded portal that allows them to upload documents, view messages and track balances/payments. The most up-to-date contact and deal management software allows you to see the entire pipeline. Centrex Software provides custom software development solutions. We assist customers in building web and mobile apps for any purpose.
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Canopy, a cloud-based practice management system for accountants, is available. Our suite of features allows you to streamline your firm and connect with clients. It includes workflow, document management and billing, payments, a robust CRM, secure client portal, and tools that automate any post-filing issues such as IRS notices.
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Finago Procountor
Procountor Financial offers a cost-effective and user-friendly electronic financial management solution that is ideally designed for collaborative use between clients and their accounting firms. This software facilitates comprehensive electronic financial management and can be quickly deployed even during the fiscal year. It encompasses features like invoicing, processing purchase invoices, managing accounts ledgers, payroll accounting, bookkeeping, financial reporting, and maintaining an electronic archive. Additionally, the same agreement grants access to printing and scanning services, as well as electronic interaction with banks. Currently, e-invoicing is available in countries such as Finland, Norway, Sweden, and Denmark, while electronic communication with governmental bodies is accessible in Finland. Notably, Procountor Financial imposes no user fees, allowing for the easy allocation of individual access codes to all employees as required. This flexibility enhances the software's usability for businesses of varying sizes and needs.
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Spot
Spot is the virtual hub for your organization – bringing the spirit and utility of being in the same physical office to a digital experience. Spot works like a 3D immersive video game, where each user acts as an avatar in this virtual world. Each user can customize their avatar and spaces to suit their needs. The product is engineered and optimized specifically for a web experience where anyone can join instantly with a web browser and start sharing voice/video, screens, and moments with people through events, meetings, and hangouts. Here is a one minute video on a Spot experience.
Customers are leveraging the benefits of an immersive 3D virtual experience with use cases across all industries like:
Events
Internal operations/meetings
Recruiting
Sales
Education
Happy hours and
watch parties.
Our customers are building massive online communities that span the globe. Spot embraces the diversity, joy, productivity, collaboration, innovation, and culture cultivated by customers in their virtual offices.
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