Elements vs. Engage Process Comparison Chart

Digital Adoption and User Training in One Solution. ClickLearn is a Digital Adoption Platform, which captures work processes in enterprise software. The platform auto-produces learning content in 7 formats and 45 languages, creates a customizable e-learning portal and keeps documentation current with automatic updates. The unique recording technology behind ClickLearn saves time and ensures that users are successfully onboarded into your business software by automating the process of creating training material and documentation. When processes are recorded using ClickLearn, with a single click customers can produce step-by-step instructions, virtual assistance, e-learning, and interactive process videos in more than 45 languages. And with each software release, customers can automatically update their content including screenshots with a click of a button. It is easy to get started, with no complexity and no infrastructure is required.

DWR eDiscovery allows legal professionals to process, analyze, review, and produce documents that are relevant to litigation and other legal disclosure obligations. Our tools allow easy ingestion and analysis of client and opposing party documents using a comprehensive set of document review features including AI search, keyword search, keyword highlighting, metadata filtering, marking documents, privilege log management, redactions, and a range of analysis tools to help users best understand their document corpus. TRAINING IS ALWAYS INCLUDED. All of our features are DIY, meaning the user can perform standard eDiscovery tasks on their own without the need for a consultant to intervene. DWR Pro ($1995-5995) is a software solution that can be downloaded to your local server. Our cloud subscriptions are billed per-GB for hosting with no other hidden fees. The entry-level Single Matter subscription starts at $250/month with fees that range form $10/GB/month to $1/GB/month.

Gearset is the complete, enterprise-ready Salesforce DevOps platform, enabling teams to implement best practices across the entire DevOps lifecycle. With powerful solutions for metadata and CPQ deployments, CI/CD, testing, code scanning, sandbox seeding, backups, archiving, observability, and Org Intelligence — including the Gearset Agent — Gearset gives teams complete visibility, control, and confidence in every release. More than 3,000 enterprises, including McKesson, IBM and Zurich, trust Gearset to deliver securely at scale. Combining advanced governance, built‑in audit trails, SOX/ISO/HIPAA support, parallel pipelines, integrated security scans, and compliance with ISO 27001, SOC 2, GDPR, CCPA/CPRA, and HIPAA, Gearset provides enterprise‑grade controls, rapid onboarding, and a user‑friendly interface — all in one platform. Gearset delivers enterprise‑grade power without the overhead, which is why leading global organizations in finance, healthcare, and technology choose us,

onPhase is an AI-powered financial automation platform that helps businesses scale smarter. From data capture to payment and everything in between, onPhase removes manual roadblocks, strengthens supplier relationships, and delivers real-time cash flow visibility so finance teams can grow sustainably with less friction. AP Automation and Vendor Payments Solutions: Allow onPhase to automate how invoices are captured, coded, routed for approval, and paid. All while seamlessly syncing back to your ERP of choice. Document Management Solution: Transforms how finance teams handle crucial documentation such as contracts, invoices, receipts, financial statements, and purchase orders. Forms and Workflow Automation: Automates the collection, routing, approval, and notification processes for expense approvals, time off requests, employee onboarding, and more.

Like having Postman inside Salesforce! Declarative Webhooks allows users to quickly and easily configure bi-directional integrations between Salesforce and external systems using a point-and-click interface. No coding is required, making it a fast and efficient and as a native solution, Declarative Webhooks seamlessly integrates with Salesforce platform features such as Flow, Process Builder, and Apex. You can also leverage the AI Integration Agent feature to automatically build your integration templates by providing it with links to API documentation.

ONLYOFFICE is an open-source project that offers cloud-based and self-hosted solutions for business of all sizes. The key product is ONLYOFFICE Docs, a secure office suite that seamlessly integrates into the most popular platforms, e.g. Odoo, Alfresco, Confluence, Pipedrive, Redmine, SuiteCRM and more. When integrated, ONLYOFFICE Docs provides the users of your business app with editors for documents, spreadsheets, presentations, forms, PDFs and diagrams. The ONLYOFFICE suite makes it possible to collaborate on office files in real time. The built-in AI assistant is compatible with ChatGPT, DeepSeek, Mistral and other AI providers to ensure a flawless editing experience. You can use Docs within ONLYOFFICE DocSpace, a room-based document collaboration platform that allows you to create dedicated spaces where you can assign access permissions and collaborate with your teammates. With DocSpace, you can store, share and co-edit office files, and even interact with third parties.

Popl captures, enriches, and syncs in-person leads, turning real-world interactions into CRM-ready pipeline. The platform eliminates manual data entry, badge scanners, CSV uploads, and the inefficiencies of traditional lead capture. Powered by AI, Popl instantly routes new contacts to your CRM and fetches enriched details like job title, email, phone number, and LinkedIn profile. Its intuitive dashboard lets teams customize capture flows, qualify leads on the spot, trigger automated follow-ups, and measure ROI in real time. Popl integrates seamlessly with Salesforce, HubSpot, and other leading CRM platforms. Used by 90% of Fortune 500 companies, Popl helps teams consistently 3x lead volume and drive measurable ROI from every in-person interaction.

DataHub Cloud is an event-driven AI & Data Context Platform that uses active metadata for real-time visibility across your entire data ecosystem. Unlike traditional data catalogs that provide outdated snapshots, DataHub Cloud instantly propagates changes, automatically enforces policies, and connects every data source across platforms with 100+ pre-built connectors. Built on an open source foundation with a thriving community of 13,000+ members, DataHub gives you unmatched flexibility to customize and extend without vendor lock-in. DataHub Cloud is a modern metadata platform with REST and GraphQL APIs that optimize performance for complex queries, essential for AI-ready data management and ML lifecycle support.

dbt helps data teams transform raw data into trusted, analysis-ready datasets faster. With dbt, data analysts and data engineers can collaborate on version-controlled SQL models, enforce testing and documentation standards, lean on detailed metadata to troubleshoot and optimize pipelines, and deploy transformations reliably at scale. Built on modern software engineering best practices, dbt brings transparency and governance to every step of the data transformation workflow. Thousands of companies, from startups to Fortune 500 enterprises, rely on dbt to improve data quality and trust as well as drive efficiencies and reduce costs as they deliver AI-ready data across their organization. Whether you’re scaling data operations or just getting started, dbt empowers your team to move from raw data to actionable analytics with confidence.

Resco Inspections+ is an advanced mobile forms solution crafted for teams that need reliable data collection—especially if current paper processes or mobile tools aren’t meeting your standards for flexibility and versatility. Inspections+ lets you seamlessly convert audits, inspections, surveys, and checklists into digital formats that enhance safety, compliance, and ease of use. With seamless Dynamics 365, Power Platform, Business Central, or Salesforce integration, Inspections+ brings critical CRM/ERP data right to the field. Its offline-first architecture ensures that technicians, auditors, frontline workers, and inspectors can capture and update data even without internet access, whether on remote construction sites, oil rigs, garages, or in densely populated urban areas with inconsistent connectivity. The platform also includes an advanced questionnaire designer with smart questions, business logic, rules, and media capture, allowing full customization without coding skills.