Perfios

Perfios

Perfios Software Solutions
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About

We help financial institutions deal with a practically unlimited range of relevant (un-)structured data to automate customer onboarding, decisioning, risk pricing, and fulfilment. We extract, categorize and analyze this data from hundreds of financial institutions to help lenders automate data-driven risk and pricing decisions. Perfios is cash- and EBIDTA-positive since 2018 and has solid support from marquee investors such as Bessemer Venture Partners and Warburg Pincus. The Perfios data platform uses a combination of home-grown machine learning techniques to offer in-depth data analysis as per customer requirements and generate reports customized for each customer. We scaled from a few thousand transactions a month to millions per day, without any degradation of performance. Our engineers, their thinking styles, and their problem-solving approaches offer a professional experience not easily available in most companies.

About

Contractbook’s contract management software helps businesses scale with future-proof contracts, by turning static contracts into a database for your entire organization and unlocking the full value of your data. Create and sign effortlessly, collaborate with your team, track all your obligations in one place, and automate the entire process to achieve efficiency. Funded by investors including Tiger Global, Bessemer Venture Partners, and Gradient Ventures, Contractbook was founded in Copenhagen in 2017 and serves over 250,000 users in over 85 countries. Step into the new era and take control of your contracts. Only accounts with verified email and phone can create and sign contracts. We use bank-like SSL encryption for our SSL connection - SHA-256 with RSA Encryption. We are compliant with the SOC2 auditing procedure that ensures that we manage data and networks securely.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Financial institutions searching for a software solution to optimize their decisioning and analysis processes

Audience

Sales, Human Resources, Operations, and Legal teams that want to simplify their contract workflows, reduce errors, and increase productivity.

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

No information available.
Free Version
Free Trial

Pricing

No information available.
Free Version
Free Trial

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

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Reviews/Ratings

Overall 5.0 / 5
ease 4.7 / 5
features 5.0 / 5
design 5.0 / 5
support 4.7 / 5

Pros & Cons from Real Users

Pros

  • Since we have multiple stakeholders such as partners, clients, and employees, Contractbook has really taken away the headache of getting these signed and renewed. Also, central storage really helps keep things organized.
  • - streamlined my contract management process - integrates with HubSpot & syncs data cross systems - great UX
  • + Templates speed up our contract creation + Automation builder feature reduces jumping between CRM & Contract Management Software + Reminders help to keep up with renewals

Cons

  • An app is essential to complete the customer experience.
  • - prices increased - limited reporting capabilities
  • - Reporting feature would be a beneficial addition to track contract data and usage of the platform

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

Perfios Software Solutions
Founded: 2008
India
www.perfios.com

Company Information

Contractbook
Founded: 2017
Denmark
contractbook.com

Alternatives

Alternatives

Allvue

Allvue

Allvue Systems
MX.3

MX.3

Murex

Categories

Categories

Contract Management Features

Buy Side (Suppliers)
Completion Tracking
Compliance Tracking
Contract Lifecycle Management
Electronic Signature
Full Text Search
Government Contracts
Pre-built Templates
Sell Side (Customers)
Specialty Contracts
Version Control
Workflow Management

Digital Signature Features

Audit Trail
Authentication
Auto Reminders
Customizable Templates
Document Analytics
Mobile Signature
Multi-Party Signing
Progress Tracking
Task Progress Tracking

Integrations

Airtable
Asana
Box
Crisp
Google Drive
HubSpot Customer Platform
HubSpot Marketing Hub
Insightly
JobNimbus
Lawcus
Microsoft Excel
PracticePanther Law Practice Software
ScoreDetect
Trainerize
Typeform
Wave Accounting
WordPress
X (Twitter)
Zoho Books
webCRM

Integrations

Airtable
Asana
Box
Crisp
Google Drive
HubSpot Customer Platform
HubSpot Marketing Hub
Insightly
JobNimbus
Lawcus
Microsoft Excel
PracticePanther Law Practice Software
ScoreDetect
Trainerize
Typeform
Wave Accounting
WordPress
X (Twitter)
Zoho Books
webCRM
Claim Perfios and update features and information
Claim Perfios and update features and information
Claim Contractbook and update features and information
Claim Contractbook and update features and information