Alternatives to i-linked

DocuCollab is a robust and flexible software that allows you to monitor and manage contracts, proposals, and other official documents. Real-time collaboration with customers, vendors, and the team. Increase productivity of your team and reduce clerical errors Be careful with sensitive documents. DocuCollab makes it easier to protect your personal and official information. DocuCollab enables you to link your CRM, ERP and HRM software for an efficient integrated platform. DocuCollab makes analytics and reporting easier. The agile software makes it easy to negotiate terms and conditions. DocuCollab facilitates a smooth and effective negotiation channel by allowing you to track changes and make comments. DocuCollab allows you to create folders and assign security levels. DocuCollab makes it easy to organize all documents related to a contract/proposal. DocuCollab can be used by businesses of all sizes and industry verticals.

Tablet Activity Recorder – Create and share observations, learning stories, curriculum-linked activities with photos and video, track attendance, meals, and sleep records for one or more children in a matter of seconds! You always have the key information at your fingertips! Spend less time on paperwork and admin, and more time with your children. Manager - Manage the administrative challenges that you face every day. It's now easier than ever to track attendance, collect fees, plan for occupancy and report. Little Vista 'Manager" also gives you a 360-degree view of all Observations and Curriculum linked Activities, Meals, and Sleep Records, all available instantly at the click a button. This ensures you are always in the loop! Family App - Get real-time updates from your family via the Family App, including photos, audio clips, curriculum-based activities and additional information about meals and sleep records.

AI allows you to create new proposals based on your previous proposals. Sign up for free or choose the plan that best suits your team. Upload your old documents to Google Drive or Dropbox. Use Docue for faster sales proposals and quotes. Sign up for free and upload your previous proposals to create new proposals faster.

The Proposal Development module allows for collaborative development of a proposal. It also collects data and attachments required for reporting, approvals, and tracking. A development proposal can be edited simultaneously by up to three people: one in budget, where detailed and modular budgets can built using your rates, object codes, one uploading, editing attachments and one in the rest of the proposal record, where details about project personnel, compliance details and other summary data can all be entered. This information can be used to support all submissions as well as internal processes. It can also serve double duty through Grants.gov's System-to-System submission capabilities. The Institutional Proposal module creates a versioned master record of the proposal. When a development proposal has been finalized, an Institutional Proposal module is automatically created.

It is not easy to manage proposal resources. Meridian for Proposal Teams simplifies the process by giving Proposal Managers all the tools they need to keep the delivery schedule on track. It also gives subject matter experts the ability to contribute in a friendly and timely manner to the overall proposal effort. Instant access to approved content, and import it into any file. Search and retrieve company information, technical data, drawings, biographies, and product data. These are just some of the key features and benefits: You can view and track proposals at a glance, search for and publish to reusable contents libraries, work on proposal volumes within a collaborative workspace, create and manage virtual teams, use common document formatting, and accountability with checks-and-balances, all built on Microsoft SharePoint.

The intelligent knowledge hub transforms the way power users and teams capture collective wisdom, connect it, and evolve it. In the digital world of today, the biggest challenge is to store data from multiple sources in one location and retrieve insights at lightning speed. Harness scattered information effortlessly. Beloga's capture function consolidates all notes, files, documents and links from different sources into a single platform. The logo will organize your information, allowing you to focus on learning. Search across multiple sources at once, revolutionizing the retrieval of information from personal data to web insight. Select one or more sources to customize your search experience. This will ensure that you have the most relevant, accurate and curated information available at your fingertips. Create a digital oasis with a library that is tailored to you. Store all your thoughts, knowledge, and ideas in a central location.

With our flexible templates, you can create client quotes, sales propositions, product sheets, folders, and more. You can also upload your sales materials and mix them. In just a few steps, you can create your business profile. These settings will affect the sales documents. Bidrik will become your sales hub. It will store and create everything you send to customers. It will speed up the closing of deals. You can send sales proposals and quotes online directly to the customer. You can see when they were opened, how many pages were read, and how long. Set up automatic reminders. Bidrik is your digital assistant and automates the processing of orders for customers. You can see the progress you are making with a clear dashboard, real-time stats and a clear dashboard. Don't lose business. Get alerts when contracts and quotes are about to expire.

These are called snaps. Snaps are always-on-top and allow you to annotate and resize and change the opacity. Snappy is great for visual note taking, clipping things from your screen, and referencing information between windows. There are many creative uses that Snappy can be used for. Snappy's main feature is its ability to collect pieces of content (snaps), and store them securely on your computer. Snaps are then neatly organized. This is great for generating inspiration and keeping track, while also keeping your desktop clean. SnappyLink makes it easy to share a snap. It's secure, fast, and easy. SnappyLink gives you a unique URL that can be shared with others, which is visible on all devices. You can also set a password and/or a self-destruct mode on your shared snap.

Quick Silver Systems' Mercury allows Automobile, Property, and Casualty insurers to rate, quote, bind, make payment, and report claims online. Online document access, bill payments and the first notice of loss will reduce customer service calls. Modular API-based system allows seamless integration to existing or new data providers. Digital document production is possible and the system can be used on any device. Our visual work-flow creator allows you to create custom, event-driven work-flows. Get the most current information about Written, Earned and Unearned premiums. You can automatically save every page, card and report to share with associates. You can collect currency in any digital format, including ACH, EFT and Electronic Checks, Credit or Bank Card.

Management reports will give you a pulse on the business of your agency. The summary of every project is displayed on a single visual screen. Documents, images and other files can be stored, shared and collaborated on. Link each task with the relevant content and resources. Create a collaborative intranet in each office. Your clients will feel better informed, more deeply involved, and more loyal. View a visual and up-to date summary of your project on a single screen. Assign and track deliverables by linking tasks to content. Automated notifications ensure everyone is kept up to date. Bring together your customers and partners. Store, discuss, share, search, and store text, files, & documents. You can access all the files you need on your computer, smartphone or tablet. Project management that is truly free and without time limits. Content capabilities are enhanced. Customizability and branding are enhanced. Comprehensive security and access controls. Centralized administration and control.

Legal Publish, a cloud-based platform that allows your firm to quickly and efficiently create customized proposals and marketing collateral, is flexible and easy to use. Invite colleagues to edit a proposal and then approve or deny any changes. You can add real-time comments and attachments to a part of a proposal that you want your team to view. Do you know how many proposals win each year? Do you know how many opportunities have been lost and not followed up on? NextGen Proposals gives you deeper insight into the value of your content, proposals, and key metrics like wins & losses, proposed vs actual revenue. The Legal Publish Proposal Generator can be used as a central Content Library that allows teams to store all their proposal content. You won't have to waste time searching for content in other offices, or finding the right content among piles of documents on your desk.

Find information in disparate data sources, including organizational silos. Documents such as employee handbooks, insurance policies, and user manuals. Platform that can be adapted to future applications. Prepare long- and short-form content, such as emails, research reports and proposals. Standardized content such as FAQ responses, status updates, and product descriptions. Use the AI-based guided writing and auto-citation features to create documents that include suggested quotes, facts, and claims based on what you input. After you finish writing, the fact checking feature will review your content to identify invalidated claims. You can then edit as needed. Upload data from your public or private data into knowledge collection and use knowledge extractors for structuring it into claims, quotes, and facts.

VisitBasis allows you to collect data in-store and make it easy to share and create informative dashboards and reports. You can customize forms to meet your business's needs. VisitBasis makes it easy to create simple, product-based forms in just seconds. You can receive up to 16 data types from your field staff: signature, barcode scan, photo, signature, and so on. VisitBasis smart audit forms can easily convert all questions from paper checklists. The Form Builder tool is simple and intuitive. It allows you to add questions and features response validation to avoid human errors. You can create product-based forms to perform planogram compliance checks or merchandising audits. You can link as many products as necessary, add product images to make it easier and keep your product reports organized.

Secure and legally binding signatures. To simplify your signature process, create smart templates and workflows. Developer-friendly REST API. Get started today to implement a world-class esigning system for any software. To avoid unnecessary expenses, monitor and keep track all supplier agreements. Collect eSignatures using the POS systems that you already use. Your customers will have a better experience. Allow visitors to sign up by linking to your templates. All your documents are just a click away. Never lose a document again. You can close deals faster by understanding how clients interact with your documents. You can track every interaction with your documents in real time using an intuitive drag-and-drop editor. You can share them with your entire organization. To avoid human error, set up specific rules and restrictions.

Premier fundraising software. You can link donors to campaigns by recording the date, amount and amount of their contributions. You will always know exactly how much a donor contributed. To capture and categorize all fundraising activities, create campaigns. Keep track of all donations to each campaign. Track the donor's names and addresses and link them with donations and fundraising campaigns. Don't lose sight of your donors! Never lose sight of your goals! Reports can be generated for any donor, campaign, or donation. Use DonorKinetic's label generator to quickly generate mailing labels for your donors. 24x7 access. Secure. Compatible with all modern browsers No software installation required.

Images, files, certificates, and jobs can be stored centrally so that everyone can access them whenever and wherever they need them. Monitor and record your LOLER, PAT, PUWER and asbestos levels. We offer failsafe compliance through robust auditing, engaging reporting and automated notifications. Our booking module makes it easy to manage the movement of assets like an executive. Every customer order is fulfilled. All details, including pricing, availability, documents, proposals, and quotes, are done quickly and accurately. A robust and efficient inspection and maintenance program will ensure that assets last as long as possible and prevent breakdowns. With our flexible workflows and reports, charts, tables, alerts, and charts, you can easily achieve your business goals. You can create workflows that work for you business. This will save you time and allow staff to do more work in a single day.

Get deeper insights and improve customer experience. Increase your close ratio for proposals and policies within your insurance market. Higher than average close rates Our solution makes it easy for you to share quotes, proposals, policies, and track how prospects interact with you to find what interests them. Step 1. Drag and drop your file to SlyDeck email attachment track software download. Step 2. Step 2. Copy the link and share it to send an email attachment tracking software review. Step 3. Take a look at the insights and plan your follow-up. Insight is key. Slydeck can help you plan your next conversation. Benefits: SlyDeck is user-friendly. Drag and drop your file to SlyDeck. You can share a URL using our platform, email, text, WhatsApp or #slack, or any other communication channel. Platform to Advise. Are prospects looking at your proposals? Is there something that piques their interest? Our platform allows you to find out.

Everything can be saved in one place: Facebook ads, full page screenshots, Instagram, YouTube and Kindle highlights. You can get automatic reminders about your saved items that you have set up long ago. This tool is ideal for website designers, graphic artists, creatives, marketers, and all social media users. You can quickly find any content that you have starred or tagged. Access important information immediately. Swipebucket allows you to search for any word within all of your saved content. Get daily e-mail reminders so you don't forget your saved files, images and quotes. Never lose track of where you saved your favorite shopping website, a review of a restaurant, a cool design or a quote from a favorite Kindle book. You can save them all in one swipe. You can tag, name, and share them with your friends. Access your content from any device, at any time, while you're having a lot of fun.

Connect Software was designed for the Commercial HVAC Service Industry. It has been proven to increase service contractors' revenues by an average 20% per year. Connect offers comprehensive asset/equipment management, customer administration, pricing for multiple types service agreements, project agreements, and "Quick Quotes" to help you get a quote. Connect also produces 28 professionally branded documents, a robust CRM, and full field and contract administration capabilities. Never lose a lead or proposal. Connect Sales gives you visibility to all opportunities created, creating a growing "warm lead" list. You can control what your customers see, from professional presentations to the most current Terms & Conditions. Access customer information, sales dashboards, and proposals from any device with an Internet connection. All you need to improve efficiency, communication, professionalism and overall effectiveness is one package.

Meetings, mails and calls, as well as internal notes. All of it can be logged in the system. You can store any documents that were uploaded or generated. All your cooperation history will be available in one place. High quality service will benefit you and your coworkers. You don't need to adapt the app to your organization. Instead, create your own solution. You can adjust the forms and use already-designed solutions. It is easier to avoid duplicate information if centrally shared. Information can be tagged or segmented. Define the most important details to fill out. Written data that you can filter and combine in reports. For a better understanding of client preferences, keep track of their information. Send appropriate quotes at the best time. It was never easy to manage business relationships.

EasyQuote HVAC software is affordable and easy to use, so it doesn't matter if your company is residential or commercial. Our estimation software was created to be affordable and easy for small businesses, but still have the same quality features for large businesses. EasyQuote Software differs from other HVAC software. It does not require expensive training or classes, there are no contracts, and every purchase comes with 1 year of tech support. Tech support updates are also affordable. It's never been easier to submit proposals. EasyQuote HVAC makes it easy to quickly select the equipment you need from pop-up menus. It's so fast that you can give your customer multiple options and close the sale in your living room. In seconds, you can generate Job files and proposals. EasyQuote offers multiple options for generating job files and proposals. You can choose from better, better, or best presentations, or even a comparison of gas versus heatpump.

Ascend offers the tools your team needs for success in sales. Get bids done right. Your team will be able to close deals quicker and improve their estimates. Easy-to-use software tools can improve visibility, leverage historical information, and increase project margins. You can reduce turnaround times and improve the accuracy of your estimates. For faster signoffs, generate proposals using templates and specification docs. Get visibility into your pipeline to identify potential capacity issues earlier. For easy access to all customer information, connect your systems.

Senpex's instant order feature makes it easier than ever to place your delivery order. Click on "schedule" to get a quote instantly and place your order. Our same-day couriers will pick up your order and deliver it to its destination on time. Senpex offers a complete shipping solution. We partner with top national carriers to provide you a new experience in shipping parcels across the USA. Senpex's collection services streamlines order fulfillment and shipping for wholesale businesses through integrated technology. Once you're connected, orders will be automatically collected at your location, where our team will pick and ship them directly to your clients. Senpex, a proprietary technology stack that helps you save time and money by identifying the optimal routes for your drivers to complete multiple stops faster, is built on a proprietary tech stack.

You can embed and store images, documents, and other information. No additional work required for high-performance retrieval workflows. Connect your data via the UI and API. Baseplate handles storage, embedding, and version control to ensure that your data is always up-to-date and in-sync. Hybrid Search with customized embeddings that are tailored to your data. No matter what type, size or domain of data you are searching for, you will get accurate results. Any LLM can be generated using data from your database. Connect search results to an App Builder prompt. It takes just a few clicks to deploy your app. Baseplate Endpoints allow you to collect logs, human feedback, etc. Baseplate Databases enable you to embed and store data in the same table with images, links, text, and other elements that make your LLM app great. You can edit your vectors via the UI or programmatically. We can version your data so that you don't have to worry about duplicates or stale data.

GridLink technology allows you to quickly locate your current facility and project information by drawing the location. Your team can instantly view and access the latest information, view documents, as well as work from any location. Your team doesn't have the time to dig through documents and drawings. Give them the information they need to make a choice. Your team will instantly increase their speed, accuracy, quality, and speed by having the most current information and drawings at their disposal. Fasttac cuts down on the time it takes for information to be found by 25%. This will increase efficiency and decrease the chance of making mistakes. Our grid is a unique way to organize and store information in an intuitive manner. This allows for faster access to documents and drawings. Upload any drawing or document to ensure that all your information is in one place. FastLink allows you link points on drawings to locations on PDFs, Videos, Notes, and other drawings.

Quote "It is certainly far more than a simple document management tool, more an overall enterprise information/knowledge management system". DocMastR stores documents and connects project team members using document management. Access to all documentation is controlled and easily accessible to all employees, vendors, clients and suppliers. Transmittal management for all Client and Vendor documents. Automated Master Document Register. Look-Ahead reports alert document owners to documents due within the specified time period. They help in the forward planning of individual's workloads. Late reports are subject to a reactive response. Late reports show documents either because the forecast issue date is not realistic in the first instance, in which case it should have been re-forecast or because Client, company, or Vendor are late creating or reviewing the document. Greenbook Technology, Proposal Management. Automated Databook Generation Bespoke reporting.

Document management software that allows you to focus on the important work by organizing your documents correctly the first time. EDi Web Lite is an online version that allows you to access and download documents. You can organize all your digital files by department and create folder structures to ensure you never lose a document. You won't have to wonder if everyone is working on the most recent version of a document. EDi facilitates collaboration and stores every version of your documents. Set permissions for cabinets, records, documents. Know who has access to information and what actions they have taken. Our powerful search engine will help you find both your documents and their content. EDi allows you to combine multiple documents into one PDF document or split a PDF by simply selecting individual pages and clicking one button.

Software for specialist insurance broking management. Software engineers built it. Software solution for insurance policy administration. Customer relationship management (CRM). Manage personal and commercial clients with multiple addresses and contact information. Monitor communication and drive marketing. Track and manage multiple policies and quotes. Record detailed risk information. Automate underwriters' quote requests. Record, manage and report on insurance claims. Prepare custom financial reports. Enforce FCA compliant documentation. Clear visibility of client data, with quick access to more detail. Ability to view multiple clients simultaneously. Visualize the location of your client and plot geographical data such as flood or subsidence. Customer service is easier when you have easy access to client information. Document storage and processing. Integrated workflow tasks, events, and notes.

Undock is like autocomplete, suggesting meeting times based upon your availability and preferences. Undock's calendar assistant makes it easy to access your schedule in Gmail, Outlook 365, and Superhuman. You can share individual times or send a link from your calendar to your guests. Schedule in Slack and Twitter, Linkedin, or any other app on your smartphone. Undock keeps track of all the times you propose across all platforms so you don't have to double book. You can take control of your schedule by setting preferred meeting times, daily limits and rules. Undock's suggestions of meeting times can be adjusted to fit your schedule. You can set daily and weekly meeting limits to ensure you don't get overwhelmed. AI can learn your scheduling habits to recommend optimal meeting times. Set your preferred hours of work and the best time to meet.

Get reliable answers from a GPT-based AI using the information in your documents. Upload PDFs, add text, and import webpages to create your document library. Add a document by selecting files on your local computer, importing the text content of a webpage, or simply copying and pasting text into our simple upload form. To efficiently retrieve information during question time, lxi.ai processes your documents using ML. These chunks of information are then securely saved in a format which makes it easy to find the relevant information for future questions. You can upload PDFs docx and txt documents or copy and paste the raw text. You can also provide a URL to a website and lxi will scrape all the text content. lxi.ai bills by the size of the document and the number of questions. Please see the pricing section for current pricing.

LTC Quote Plus, the industry standard for comparing LTC rates and is the successor to StrateCision’s highly acclaimed LTC Quote program. LTC Quote Plus allows you to: Get quotes for one client or two for almost all current LTC insurance plans. You can choose from a variety of benefits, including special riders that are unique to your policy. You can create single or multiple proposals, up to 6 per page. Additional illustrations are available, such as the cost of waiting, inflation protection benefits and alternative premium tables. Quotes are state-specific and designed to reflect the software used by carriers. StrateCision's LTC quote Plus is an enhanced program that adds many features requested from users, including: Save and retrieve your proposals Screen preview of all illustrations Find all plans that offer the benefits you want, and These should be ranked in order of increasing premium Benefits for spouses that synchronize Clients can receive e-mail illustrations

Edit, create and share articles with team members. Drag and drop documents, or link to G Suite content. All of your files and articles can be stored in one place. Organize your files and increase visibility with tags. Slack allows you to share files and articles with your team. Start by downloading Papermind, then sign in to Slack. Our simple text editor allows you to create beautiful articles. You can use the formatting toolbar for links, styles, and more. Your team will enjoy a great experience reading. Drag and drop images, external links, and other files. Add tags to create powerful associations between articles. Tags can be used to create powerful collections of content. All your media, files and documents can be dragged into Papermind. The rest will be taken care of by Papermind. All of your content will be indexed by the global search. To find your files, media, and links, simply type in a keyword.

Document Management Software Dubai - One of the most innovative and intelligent document management systems. It helps in standardizing information sharing processes like SOPs. MIS reports. Business plans. product profiles. customer-related information. Project documents, proposals, contracts, employee records. Policies and procedures. Manuals and guides. reports. nTireDMS, a web-based, fully scalable and complete solution to managing / publishing all of your documents / rounds / processes electronically, is 100% web-based. Our document management software allows you to manage documents of any kind quickly, efficiently, and securely. nTireDMS allows you to share documents with the highest security and track their reviews and comments. You can search for documents quickly and easily with nTireDMS. Make your Document Publishing and Managing Process easy and standard.

InSimplify, a cloud-based software system that integrates all stages of the Home Building process, is a cutting-edge solution. It provides an integrated solution that handles every stage of the Home Building process, from sales, online quotations, online color selection, customer portal, document administration, construction stages, handover, and maintenance.

You can create better and faster business proposals. Create unique sales documents for clients by reusing content and managing costs to save time. Make your proposals more flexible. Make them look better. Increase your productivity. You can take your sales skills to the next level by creating unique sales documents that are accessible from anywhere. Quoters offers unlimited plans. A company's success is dependent on one person. Quoters is your best tool for quoting so you can concentrate on what really matters: your business. Quoters allows you to work in the cloud to create professional sales proposals. This will ensure that your price quotes reflect your brand. You can keep track of all versions of your project, and clients can accept your proposals online. It can be difficult, if not impossible, to get your quote accepted immediately. You can create as many versions as you need. Once you have convinced your client, he/she will be able to sign the quote online.

You can solve the frustrations of your team when it comes to managing passwords by logging in to a Slack Group. Securely store the passwords of the team encrypted and in a safe storage. This will reduce the risk of password compromises if passwords are stored in multiple places or insecure places. We document the encryption design and publish the entire source code. This allows code reviews to be conducted and checks the zero-knowledge protocol. This link expires in 15 mins. To make the secret unreachable, it is necessary to delete the entire file manually from the s3 password store. It is necessary to only once set up the password storage. This link expires in 15 mins. For instructions on setting up your password server, visit our GitHub project. You can also try the command on your Slack group using our test server.

Simply Invoice V2 or Simply Invoice SE can be used to create professional invoices for small, medium and large businesses. Simply V2 is yours for life. To download the Simply Invoice software for a limited time, click this link. Or click here for more information. Simply Invoice software can be used to create quotes, invoices, and purchase orders. The software includes a stock control system, contact management, sales reports, bookkeeping, fault reporting, items return screen, and a quick view of sales information screen.

Drag and drop items, organize them into shelves, and share them with other apps. iOS 13 multi-window environment on iPad. This ideally blends well with the multi-shelf system of Anybuffer. Strong support for iOS 13 Siri shortcuts. Automate anybuffer interactions using the shortcuts app. Anybuffer's built-in scanner view allows you to scan documents directly into the program. To quickly access new iOS 13 contextual menus, long press on an item or shelf. It's a place where you can store and organize everything you need, including links, images, videos as well as documents, text, and more. You can supercharge your file management with item copies to Anybuffer that sync across all devices and are always available where you need them. You can save your clipboard contents and never lose them again. Anybuffer allows you to edit copied data. Scan documents and create quick sketches (iOS and iPadOS). To organize items, use shelves. Smart shelves and powerful search are almost a superpower.

Companies that are resourceful constantly seek ways to lower operational costs. Businesses are wasting time, money, resources and effort by storing and moving paperwork. Paper documents can be difficult to share, expensive to file, take up lots of storage space, and are difficult for people to retrieve. ENet Docs is a web-based service that improves efficiency and profits margins. It also allows remote access to your most important documents. ENet Docs allows you to quickly locate the documents you need, no matter where they are located. ENet Docs makes it easier to automate workflows, control business documents, and improve efficiency. No matter how many documents are received, all are automatically indexed and converted to a searchable PDF. Then, they are routed to the correct destination. ENet Docs eliminates the need to name, move or link any type of document.

SimplexHub offers proactive risk and loss management, whether you're a driver or a carrier. SimplexHub has you covered. We can manage your expired documents, permits and tax filings, as well as provide recommendations for training and violations related to accidents and violations. Our real-time reporting of over-the-road activity keeps you informed so you can make informed choices. Simplex2Go is our mobile app that delivers the same functionality as SimplexHub in your pocket. Simplex2Go puts compliance and proactive management at your fingertips, anywhere and anytime. Simplex2Go is a comprehensive solution to keep your operations secure and smooth.

The only integrated solution in the industry that will transform your renewal and quoting processes. To unlock your agency's full potential, simplify complex and time-consuming processes. Any insurance brokerage must have the ability to configure, price and quote. These functions are often dependent on inefficient, outdated and manual workflows. They can be error-prone and provide poor customer service. Zywave CPQ – Benefits is the market leader in innovative solutions that automate mission-critical steps of a benefits buyer's journey. Data-driven, you can configure multiple benefit options that provide strategic insights for your clients. You can streamline the quoting process by having direct access to carrier pricing. This is supported by the ability to present professional, custom-branded proposal. Simply put, Zywave CPQ – Benefits will allow you to sell and serve better than ever - ultimately driving growth.

Chatabox is an out of box cloud-based CRM that is fully scalable and user-friendly that starts from $6 AUD dollars per month. The software has seamless workflows and automation features that simplify the sales and lead management process. Multiple features include tracking and sharing contacts emails, attachments and appointment scheduling. You can also store and request quotes and proposals. Invoicing is possible with custom dashboards. Access the right information from anywhere, at any time, no matter where you are located. Our proven platform is intelligent and efficient, and can be customised to meet your needs. Reduce costs, reduce errors and increase productivity by creating efficient processes that meet your needs.

The collaboration and mapping platform. It is designed to provide a familiar, out-of-the box mapping experience. Maps can be used to communicate and share information, privately or publicly. You can search for information and create context for your team by placing locations. Chat is a way for your team to work together. Chat allows you to share photos, links, information, and other data in real-time. Post locations to a group thread for instant chat, sharing, and notifications. You can search threads so you don't lose any information if it gets lost in time. To share a visual story with your friends and colleagues, add photos to any thread. Just tap to search for any location or send a direct message to a map group. You can quickly tack what you missed by changing the color of the pins on your map. Live tracking can be enabled to track your team's location.

TakeTurns allows you to collaborate on documents and files securely and transparently with clients, partners or anyone else. By taking turns, everyone knows who is working. You can collaborate on documents and files with everything you need. Stop searching for the exact version you require. TakeTurns keeps track of everything automatically. Control who participates, and ensure that they meet your regulatory obligations in terms of transparency and security. Contracts with third parties can be negotiated, reviewed, and redlined. Monthly file requests with accountants for the monthly close. Share and negotiate sales proposals and quotes. Edit and review non-disclosure agreements. Organise the audit review process and request documents. Share onboarding forms and collect documents. Review RFx. Share and review project deliverables. Upload any file or document you wish to share or request from the other party. Invite participants and assign roles.

You can save precious time by retrieving information from your CRM tool quickly and without any re-entry. Third-party synchronization is available. Add a quote to your sales management software from the opportunity sheet. Make the link between the status and status of quotes. The General Data Protection Regulation (GDPR), which aims to harmonize European legislation regarding data protection, taking into consideration technological developments, is being introduced. To ensure that your business grows and is followed up on, it is important to have a good understanding of your customers and prospects. Your CRM software can save all commercial exchanges, including e-mails and phone calls. Track the evolution of sales opportunities to create targeted marketing campaigns.

eHealthApp allows brokers and consultants to stand out by efficiently collecting health information. The broker can use the collected information to obtain health underwritten quotations and allow the broker to analyze it to determine the best fit for their group clients. TPA's, GA and Carriers can sponsor eHealthApp brokers in a way that does not hurt the competition, increases underwriting accuracy and makes products more widely accessible. Contact us today to request a demo and learn more about eHealthApp.

Tave is a tool that helps photographers organize, optimize and automate their workflows. Reduce the amount of work required and save time on repetitive, manual tasks. It is vital for businesses to collect leads. Tave's included forms can be used on any website. They allow you to generate quality leads every month. All your quotes, questionnaires and contracts in one place. So that your clients are always informed, give them a single link. Never allow a client to slip through the cracks. Our automations keep you on track and keep your business moving. Use pricing psychology to send your clients quotes with multiple packages and optional extras. Trust and understanding are the foundation of solid client relationships. You can use our questionnaires to gather important information that you can use in contracts or emails.

ArchitectureQuote is an innovative platform that helps you find the right architect for your project. Get estimates free of charge! Get a quote for your project instantly by starting the process! You can create your online profile quickly with your requirements, inspirational photos and proposals. Browse through portfolios of architects, ask questions, get inspiration, and find the right architect for you. Receive proposals instantly from Architects. For the best designs and proposals, compare and collaborate with Architects.

Collaboration with freight partners is key to improving the load lifecycle. Connect to your preferred load boards and have conversations on the platform. You can manage the entire load life cycle, from creation to billing, with ease. No additional setup or cost for GPS-based tracking. You can add comments, attachments and contacts to load management. Are you frustrated by miscommunications with your motor carrier? Are you having trouble tracking your freight, managing your documents, keeping track rate quotes, or finding the right partners? Collaborate on loads, from beginning to finish. You can manage freight more collaboratively and accomplish more. Modern tools for freight brokers, agents, shippers, and freight carriers. Freight brokers are intermediaries who connect shippers with motor carriers that can move the freight.

It's easy to do a commercial comparative rating. All data entered in one place. There is no need to visit multiple carriers websites to get quotes. You can skip retyping the same data into different carrier systems. This will increase accuracy and decrease the chance of errors. So your customers can get the best deal, you can offer quotes from multiple carriers. You can also let them self-serve and get a quote directly from your website. Export customer data to IBQ for remarketing. You can also quote in IBQ to export to your agency management software. No extra charge. There is no need to search for the class codes for every company. It's easy to find the right class for any quote with our innovative lookup function. You can quickly and easily quote the most popular commercial lines right from one spot.