Alternatives to Exact Synergy
Compare Exact Synergy alternatives for your business or organization using the curated list below. SourceForge ranks the best alternatives to Exact Synergy in 2024. Compare features, ratings, user reviews, pricing, and more from Exact Synergy competitors and alternatives in order to make an informed decision for your business.
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monday.com
monday.com
Simplify the way your team works with monday.com, a cloud-based project management platform that provides customizable no-code solutions for a wide range of use-cases such as marketing, sales, operations, IT, HR, and more. monday.com allows businesses of all sizes to work in an efficient environment where every team member can assign tasks, automate repetitive work, collaborate in real-time, and share files. With this platform, you can manage everything from simple to complex projects and ensure seamless communication between team members. Customizable dashboards give quick high-level overviews of every project, visual boards help organize tasks, and thanks to integrations with third-party applications such as Outlook, Zoom, Gmail, Google Drive, Dropbox, Excel you can continue working with all your existing tools within the platform. monday.com also offers dedicated solutions, such as monday dev and monday sales CRM, designed to answer the needs of specific industries and verticals. -
2
Docubee
Docubee
Docubee is an intelligent contract automation platform that allows you to quickly and painlessly generate, manage, share, and sign contracts. Featuring powerful conditional logic-based workflows, generative AI technology, and an easily adaptable interface, Docubee makes it easy to automate your most complex contracts and agreements. Gather information, generate and share documents, collect secure eSignatures, and audit progress all within one secure and easy-to-use platform. Spend less time manually processing contracts and more time focusing on the relationships that matter. Docubee streamlines contract management so you can scale your business efficiently and enhance the ROI of each contract. -
3
DocuPhase
DocuPhase
DocuPhase is a leading provider of intelligent automation solutions designed to maximize business efficiency for the back office of the CFO. Our comprehensive, intelligent financial solutions eliminate mundane workflows and shorten approval processes. Our solutions include document management, AP automation, Invoice and Data Capture, Forms & Workflow, AP Automation, and Vendor and Supplier Payments. Learn more below. AP Automation and Vendor Payments Solutions: Allow DocuPhase 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. -
4
Connecteam
Connecteam
Connecteam is an award-winning all-in-one employee management solution for daily operations, communications, and human resource management. With Connecteam you can manage every aspect of your business on the go, no workstation needed. Easily engage and manage non-desk employees with Connecteam’s mobile-first platform that helps improve communication, enhance daily processes and increase productivity with custom checklists, forms, and reports. Schedule shifts and track accurate work hours with Connecteam’s automated GPS time clock and easily export approved timesheets to payroll. Connecteam helps you keep your employees sharp thanks to knowledge base centers and advanced training courses. Raise morale with employee recognition rewards and keep the entire company updated through the main news feed. Simplify employee communication, enhance professional skills, manage daily tasks and so much more, all in one app and for an affordable price. -
5
Odoo
Odoo
Odoo is a fully integrated, customizable, open-source software packed with hundreds of expertly designed business applications. Odoo’s intuitive database is able to meet a majority of business needs, such as: CRM, Sales, Project, Manufacturing, Inventory, and Accounting, just to name a few. Odoo is an all-in-one software solution designed to meet the needs of companies, regardless of their size (or budget). The unbeatable, seamless nature of Odoo helps businesses become more efficient by reducing redundant manual processes, which helps companies save countless hours of labor. Every module is interconnected to provide a fully-integrated experience from app to app, and users can automate many processes that would’ve otherwise required manual inputs into multiple applications. Odoo keeps all business functions in one place, allowing teams to collaborate with other departments from one unified platform in the most efficient way possible. -
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Enterprise Process Center (EPC)
Interfacing Technologies
Interfacing’s Digital Twin Organization software provides transparency and Governance to improve Quality, Efficiency, and ensure Regulatory Compliance. Map, analyze, and automate processes, manage regulatory compliance, assess risks within a single platform! Interfacing’s digital twin solution (Enterprise Process Center - EPC) is an enterprise management system that helps companies digitalize processes to streamline operations, increase productivity, and continuously improve. Interfacing’s digital business platform – Rapid Application Development (RAD) Tools, with its Low-Code Development methodology will optimize usage of your technical resources and maximize transparency for ongoing improvement. Discover how our Low-Code Rapid Application Development module provides all the tools to create and deploy Custom, Scalable, Secure, and Mobile ready Applications in Days vs. Months! -
7
Titan
Titan
Bend, don’t break with Titan’s flexible business solutions and forms for Salesforce. Our scalable Salesforce Forms and software is rapidly developing a reputation as the gold-standard in Salesforce integration, and it’s easy to see why. Slash time to market, nuke code, and tackle any use case on a single platform. Our best-of-breed forms in Salesforce and applications cater to any industry and it’s our mission to provide custom solutions for difficult problems. Build web portals, sign documents, generate docs, send surveys, automate contracts, fill out forms in Salesforce, and so much more in just a few simple clicks. No code required and AI assisted! This is all 100% Salesforce integrated, empowering you to send data to the #1 CRM and pull it back in real-time. No other product on the market does it better or faster. Our customers and partners are the heartbeat of Titan. If you need a feature, simply request it via our Titan X Lab and we will consider it for our roadmap! -
8
Adaptive Compliance Engine (ACE)
PSC Software
ACE is a quality management software solution for companies of any size, in any stage, in any highly regulated industry. ACE is fully configurable allowing your company to adapt ACE to fit into your exact quality needs. Empower all levels of your organization with intuitive user interfaces, easily search for all your documents and records, and transform your data into actionable intelligence with advanced analytics all on a single platform. Our one-stop software includes: -Office 365 Integration -Inspection Management -Document Management -Risk Management -Product Lifecycle Management -Learning Management -Audit Management -Quality Events -Paperless Validation -Electronic Signatures (21 CFR Part 11 Compliant) -Endless Workflow Configurations -And so much more! ACE comes with everything you need, all included at one price. Every application is included, no more a la carte pricing. No more nickel and diming. One software, endless solutions. -
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MindCloud
MindCloud
MindCloud is a software company that builds and maintains custom connections between your software and other platforms so you can eliminate manual data entry and start automating and scaling your business. As technology continues to advance, the modern business owner is using more and more online software tools to manage their business. MindCloud creates a seamless flow from one software platform to the next, saving time and money by connecting your software and automating your business process. We have over 50 prebuilt connectors and can add new connectors within 2-3 weeks of starting a project. What makes us different is we provide a full service that doesn't take extra technical resources on your end. We specialize in Salesforce, Hubspot, Monday.com, QuickBooks, Method:CRM, Zapier, Amazon, Ebay, Groupon, Mercado Libre, HSN, Airtable, Google Sheets and many others. Integrate your business. Simplify your life. -
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UnForm
Synergetic Data Systems, Inc.
UnForm is a powerful enterprise document management and process automation solution that seamlessly integrates with any application. Our platform-independent, fully browser-based solutions provide the ability to create, deliver, capture, index, route, and store documents from start to finish so that a transaction’s entire life cycle can be accessed with one easy search. Our data extraction and workflow capabilities enable the automation of data entry-intensive processes. UnForm.Cloud, a hosting service for UnForm Document Management, is a perfect fit for those who are running cloud-based ERP systems or looking for a solution with no hardware to purchase, manage, or maintain. Implementing UnForm has never been easier. Backed by a proven hosting vendor, Oracle, you have the peace of mind knowing your data is safe and secure with well-managed data centers and cross-region backups, ensuring reliable and continues access to your data when you need it. -
11
Moxo
Moxo
Moxo is a Service Orchestration Platform that drives service delivery across industries such as financial services, consulting, legal, healthcare, real estate, and more. Trusted by institutions like Citibank, Savills, and BNP Paribas, Moxo’s bank-grade security and collaborative workflows enables seamless business processes by providing a collaborative workflow solution for managing client, vendor, and partner interactions, Moxo empowers businesses to consolidate complex, multi-party workflows into a single, secure digital workspace. The platform’s innovative Moxo Flow streamlines client onboarding, document collection, account servicing, and exception handling, among other key processes. With native actions including digital signatures, file requests, and real-time collaboration, businesses can customize workflow templates to personalize high-touch service experiences while maintaining operational efficiency. Founded by Subrah Iyar (WebEx) and Stanley Huang. -
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PandaDoc
PandaDoc
PandaDoc empowers more than 50,000+ growing organizations to thrive by taking the work out of document workflow. PandaDoc provides an all-in-one document automation platform that helps fast scaling teams accelerate the ability to create, manage, and sign digital documents including agreements, proposals, quotes, contracts, and more. Powerful, integrated, and secure, PandaDoc enables business users to create and send personalized documents for electronic signing in under 4 minutes. The five main use cases of PandaDoc are: - Proposals - Quotes - Contracts - eSignatures - Forms. PandaDoc seamlessly integrates with the existing software you use, like CRM, payment gateway, cloud storage. We support the tools highly effective teams use, like Zoom, Canva, Monday, HubSpot, and SalesForce. Moreover, our robust API and Zapier integration could connect PandaDoc with any custom software you may use.Starting Price: Free -
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Neota
Neota
Neota’s no-code technology and modular building blocks enable businesses to quickly develop, deploy, and scale solutions that seamlessly integrate with the rest of a company’s tech stack. Neota delivers proven tools to build powerful digital solutions. With Neota’s visual, enterprise-grade platform for business process automation, innovative ideas quickly become sophisticated, secure applications. Neota’s intuitive platform enables businesses to easily develop and deploy decision-making solutions to automate workflows, documents, decisions and processes. Built to empower individuals while meeting the requirements of the enterprise, Neota Logic ® is a powerfully robust and flexible self-service platform. As a true business partner, Neota experts are always available to offer professional service support to ensure clients realize the full value of the platform. -
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SAP Business ByDesign
Navigator Business Solutions
The right ERP system for Life Sciences, Consumer Products & Distribution companies that are focused on growth and their systems are holding them back. Built for early-stage to mid-market companies that plan to grow. SAP Business ByDesign is a complete, cloud-based ERP solution for fast-growing, start-up to mid-market businesses and subsidiaries that want to scale without the complexity and unnecessary cost. With SAP Business ByDesign, you get an affordable way to manage your entire business as an integrated whole, from accounting and financials, purchasing, inventory, sales, and customer support, all the way to operations, logistics, project management, and human resources. 36 End-to-End Process Scenarios built-in Operational Performance Sourcing & Procurement Project Management Reporting & Analytics Accounting & Finance CRM, Sales, & Marketing Service Support Human resources (Suite-in-a-Box)Starting Price: $22 per/user/month -
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Intellect
Intellect
Intellect QMS is the latest version of Intellect's flagship product designed to help organizations and quality leaders meet FDA, ISO, and other global GxP regulatory compliance requirements. Intellect offers faster implementation time, robust out-of-the-box QMS capabilities, and extreme configurability to modify or build new apps. Empower your onsite and remote workforce with virtual auditing, online approvals, 21 CFR Part 11 electronic signatures, and ensure your team can access only approved and up-to-date quality documents, data, reports and analytics anytime, on any device. Intellect’s Environmental, health, safety and quality (EHSQ) software acts as a data management system for capturing, storing, and analyzing information related to occupational health and safety, waste management, and sustainability. It aims at reducing operational risk and improving health while attaining sustainability goals. -
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Etrieve
Softdocs
Etrieve by Softdocs is a fully browser-based ECM solution that combines document management, electronic forms, and workflow components into one, scalable platform. Etrieve offers a fully-functional component-based architecture that is flexible to meet the needs of any school district or higher education institution. Available on-premises or as a fully cloud-based deployment, Etrieve truly provides next generation of paperless. Enhance the benefit of your current enterprise content management solution by deploying Etrieve as a complementary toolkit for e-forms and workflow automation. Supporting the creation of comprehensive digital records, Etrieve extends secure, anytime document access to your students and staff. Optimizing the experience of remote employees and distance learners, Etrieve streamlines and simplifies data collection processes. -
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JobRouter
JobRouter
JobRouter AG is a globally active provider of solutions for digital business transformation and offers a cross-industry low-code digital process automation platform for customers of all sizes. JobRouter helps companies to optimize their workflow, to manage their data and documents efficiently and to digitize their internal and external business processes. The modular components of the JobRouter® technology also allow solutions to be expanded and individually configured according to requirements. As a result, companies receive a comprehensive and tailored system with a large number of agile interfaces. Together with an international network of 170 partners and its own branches in Great Britain, Morocco, Turkey, Poland and the USA, JobRouter AG now supplies over 1200 customers worldwide, including leading companies such as Euromaster, HARIBO, HELMA Eigenheimbau, Hochschule Konstanz, Klöckner & Co., MEYER WERFT, S&G Automobil, Thomas Cook, University of Bern and ZF TRW. -
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AirManual
AirManual
With AirManual, it's easy to document your processes and onboarding. Document your processes, training and onboarding: - A super user-friendly tool combined with free consulting: we'll help you to prioritize and address your biggest challenges. - As a result, our customers are freeing up time, improving quality, growing faster, and enjoying longer holidays. A home for processes, documentation and training: - Make it easy for your team to find documentation and solve their own problems. AirManual works for every team: - Perfect for HR, Sales, Marketing, Operations, Finance, R&D, IT, Legal, Data Security, and every other team! - Start in the area that needs it most, and know that you can scale it up when you're ready. Say goodbye to stale documentation: - It's easy to review usage, get feedback, and empower your team to make improvements.Starting Price: $79 per month -
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ID:webArchive
MSF&W
It does not matter what industry you are in or the size of your organization, the paper problem exists. With over 17 years in the document imaging/document management business, we understand your problem and have a solution to meet your needs. With ID:webArchive, your documents can work for you; scan it, store it, retrieve it, use it. Interface with your legacy data system to work hand-in-hand with your current processes and procedures. Streamlined and simplified user interface, ideal for mobile access, web portals, or kiosk operations. A complete history of document changes for tracking purposes. Manually route documents or customize automatic and conditional routing rules for your needs. Automatically capture document text, making it instantly searchable.Starting Price: $300 per month -
20
Workheld
Workheld GmbH
Workheld is a workforce management platform that increases the efficiency and clarity of production, assembly, service and maintenance processes. The software system creates a platform for efficient planning, work execution and documentation. The software's key features include efficient planning and scheduling tools, an integrated management of equipment, materials and tools as well as functions to document working and travel times, defects, expenses, material consumption and many other details, including images and documents. Reports can be generated automatically and signed directly on site by the customer or technician.Starting Price: €42.00/month/user -
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Chronos Workflow Platform
Chronos Systems
Ready-to-use process automation software with build-in document management and e-signatures with timestamp solution. CWP offers an intuitive, easy and very flexible interface to create, manage and streamline all or a variety of your business processes and back-office tasks too in one web-based system. We help your business to move from paper-based or manual processing of business activities to powerful, step-by-step procedures with workflow steps delivering tasks to your To-Do list. Nowadays, it is impossible for corporations to increase their efficiency and competitiveness without streamlining and digitizing some or all their business processes. It is also critical that companies can quickly adjust their activities and policies based on the ever-changing market conditions and legal environments.Starting Price: $99 per month -
22
Fluix
Readdle
Digitize. Automate. Transform. Bridge the gap between your field and office with Fluix mobile-first workflow management software. Businesses around the globe have already optimized their processes with document workflow software Fluix. Quickly fill out any form required in your daily operations — from inspection reports, purchase orders, and invoices; to expense reports, time cards, sales contracts and hiring packages. Fluix’s built-in annotation capabilities makes PDF form filling more efficient — increasing productivity of your field team and optimizing your operational workflow. With Fluix, any kind of inspection, review and approval tasks can be completed in minutes. A two-week workflow cycle is now just a few taps away. Ability to review inspection documents from the field worker who is miles away on site. Signing urgent contracts with customers on the iPad and even iPhone.Starting Price: $20.00 per user per month -
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iChannel
Conarc
iChannel is a document collaboration software system that integrates all of your crucial business applications with our Document Management System (DMS), CRM, Workflow, and Portal. If managing projects, meeting deadlines, keeping up with compliance standards and having more work than there are hours in the day keeps you up at night, iChannel can put your mind at ease. We offer solutions to your problems at an affordable price whether you have 5 employees or 500. We will consult with you to help streamline your processes to be sure you are getting what you need out of your technology investment.Starting Price: $50/month/user -
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Fabasoft Business Process Cloud
Fabasoft
The Fabasoft Business Process Cloud offers a strong set of features for document management and digital, cross-organizational business processes. Functionalities such as automated workflows, automatic synchronization, semantic full-text search, seamless versioning or digital signing of documents facilitate cross-organizational collaboration and significantly increase productivity. Thanks to the highly customizable and scalable platform innovative solutions tailored to customer requirements can be implemented in a remarkably short time. A cloud-based platform developed and operated in Europe. Your data will be stored in encrypted form in Germany, Austria, or Switzerland – according to your preference. The intuitive user interface enables efficient cooperation across departments and companies. Ease of use for the user is the top priority. Countless practical functionalities make the Fabasoft Business Process Cloud an essential component for cross-company collaboration. -
25
FileHold
FileHold Document Management Software
The FileHold Azure cloud deployment provides a secure, backed up cloud environment. All IT services are included as part of the program. FileHold is an enterprise grade document management and document workflow solution that helps large organizations transition to a paperless work environment. When requested, FileHOld can be deployed on-premises or in a secure private or public cloud. FileHold offers a suite of features for document scanning, indexing, versioning, searching, document linking, and more. FileHold supports all browser types, a rich desktop environment and is mobile ready. Out of the box integration with MS Office, SharePoint, Teams and Active Directory. Free fully documented API.Starting Price: $15.00 / user / month -
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Collavate
Collavate
Make your ideas reality with Collavate, a secure cloud platform for collaboration and document review workflows. Create, edit, or draft documents. Collavate allows you to share these documents with other teams for further input. You can even mention specific people to ensure they comment on your work! All documents submitted through Collavate are sent through the Document Manager. The Document Manager account, or Document Admin, maintains permissions for all submitted documents in Collavate. Approval process design is simple and intuitive. Collavate supports a wide range of devices–web, mobile, hard copies, and e-ink. Our goal is to allow approvers to focus more on the document, and less on getting there. Collavate caters to your unique needs. The approval process can be customized to suit your team setup and workflows, ensuring the perfect amount of oversight and collaboration. -
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Safelink
Safelink
Safelink provides secure virtual data room and collaboration services for organizations such as law firms, accountancy practices, real estate specialists, M&A specialists, and financial services businesses. The cloud-based solution includes encrypted data storage and transmission for the secure sharing of highly confidential documents. Safelink is a fully featured solution offering granular permissions, full content search, secure messaging, collaboration tools, and page-level document tracking. Document features allow users to drag and drop files and folders into the system, as well as set permissions for who can access, copy, download, print, or send to others. Coordination and collaboration features enable users to create tasks and checklists, leave comments on documents, and publish notices for other users to see.Starting Price: Free -
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Tessaract.io
Tessaract.io
Tessaract is powerful business management software offering a unique cloud-native, code-free workflow automation solution that helps B2B professional services firms grow their business through greater productivity and resource efficiency. Tessaract has various modules such as practice management, case management, workflow management, document management, digital signature, and accounting. Our solutions are client-focused, and definitely lawyer-focused, to ensure we get the best interactions. Our methodology of constant building and evolving to meet the real needs of our users has distilled client, case and document processes to a crystal clear product. -
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Agiloft Service Desk Suite
Agiloft
Bring agility and efficiency to your support operations with the top-rated Service Desk Suite. Agiloft Service Desk suite offers fully-integrated applications to help IT teams get complete, 360-degree control over every process. It includes customer support, RMA management, IT ticketing system, internal help desk, asset management, change management, and ITIL and ITSM.Starting Price: $0 -
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SYDLE ONE
SYDLE
Gravitational architecture of integration with other systems to achieve digital transformation in organizations. Automated, flexible and result-oriented processes for a scalable and quality business. Integrated content management combined with processes to generate and maintain large volumes of structured, up-to-date and reliable data. CRM 360 for customer and partner relationship: better management, more sales and greater retention. Real-time data analysis – in charts or extractions – to make visual management easier, provide insights and support decision-making. Have your other areas oriented to a strategy with procurement, marketing, IT, logistics and legal integrated processes. Make your administrative processes efficient – from purchases to reimbursements – and improve your team’s results. Automate your organization’s HR department and manage the whole process, from admission to dismissal.Starting Price: $19 per month -
31
Q-Action
QFlow Systems
Nothing can drain the efficiency out of an organization more than manual paperwork— and the inevitable errors that come with it. Q-Action® has helped hundreds of offices, both public and private, achieve maximum efficiency in their workflow. That frees them to do more important things…like better serving their clients and customers. What is Q-Action®? It’s a commercial off-the-shelf ECM solution that lets you centralize documents into a single repository and tailor your workflows, enabling you and your organization to shorten process times, eliminate paper, and improve collaboration across teams. In short, it makes quick work of document management. -
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Collect
Collect
Collect is an easy to use secure portal solution to collect and manage client documents. From Fortune 500 to small agencies and professional service providers. Collect is highly customizable and offers advanced branding and white-labeling features to match a variety of use-cases. Collect enables teams to become more productive in the document collection process thanks to advanced features such as automatic reminders, assignments, validation workflows,... It also integrates perfectly with their existing tools. // Be more productive Every feature in Collect is built to help you become more productive. // Offer a good impression Collect helps you move your brand forward. Your client portal and communications are displaying your logo and your colors. You can even get a full white label client portal. // Keep your workflow secure Collect takes security very seriously and meets world-class security standards. Collect has data centers in the US and EU.Starting Price: $39 /month -
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OnBase
Hyland Software
OnBase is a content services platform that provides turn-key industry and departmental solutions tailored to meet specific business challenges. As an enterprise platform, OnBase has purpose-built integrations and connectors to core industry LOB applications such as Epic and Workday, supporting critical content and process solutions. With repeatable industry solutions, OnBase can automate business processes so teams can focus on higher value work without the need to build costly customized solutions. With business ownership of solutions, OnBase enables expansion beyond IT. OnBase aims to speed up processes and reduces costs by capturing important information into a single system so users can manage data, documents and processes. Workflow can be configured to address departmental, industry and enterprise challenges. The solution also provides low-code application development and a range of multichannel capture options. OnBase can integrate with existing systems and provide access to e -
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SimpliGov
SimpliGov
SimpliGov is a platform that enables state and local governments to create intuitive, robust digital forms and workflow processes in a central, secure location. Designed specifically for government workflow automation and hosted in the Azure Government Cloud, SimpliGov helps agencies of any type transition from laborious legacy solutions to a modern, digital framework that increases efficiency by streamlining workflow management, reducing support costs, improving public accessibility with electronic, native language forms, increasing response time with reminders and notifications, enabling dynamic document creation from a secure template builder, and providing analytics and reporting for informed decision-making. SimpliGov also offers a native electronic signature solution that integrates seamlessly and creates a connected, transparent ecosystem that is future-proof, responsive to change, and user-friendly. -
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Priority Matrix
Appfluence
Priority Matrix is a productivity tool for Outlook and Microsoft Teams that helps teams manage, prioritize, and focus on high-impact tasks. Customers save 100 hours per person per year using Priority Matrix to help them have more effective meetings, better prioritize emails, and create team alignment across the entire organization. *Priority Matrix is featured by Microsoft on the Teams app store, and is used by thousands of organizations. Use Priority Matrix to get more out of Microsoft Teams, increase engagement of Office, and help everyone better unify emails and chat together on one platform. What makes Priority Matrix better than the rest? - Full-featured project management solution that works within Teams and Outlook - Designed to reduce context switching so that you can stay focused. - Integrated with Outlook so you don't need any other apps to collaborate - Artificial Intelligence technology helps prioritize and track the right project and peopleStarting Price: $12.00/month/user -
36
PM II Basic
iterasoft
Office organization and planning must function simply and efficiently. The entire company administration should run naturally and routinely in the background. Transparent data and processes in your ERP software PM II help to better evaluate the performance of your company. A consistent, exact, and up-to-date database of your business software gives you the security of being able to make well-founded decisions more quickly and structure your project management clearly. The company software PM II enables optimal control in classic service companies. Manage your service master data in a central location with your individual designations and descriptions. Define any performance categories and group your data according to your needs. Individual price scales are the basis of automated price calculation. All relevant data of your customers, suppliers, interested parties, and employees come together in the address management of PM II. -
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Pulse Project Management
Pulse Collaboration Systems
Pulse 'All-In-One' Project Management System. Do more with less using Project Management and Workflow Automation. Simple. "Pulse" is easy to use, yet gives you full project management system capability. Empower your team with full project management system features such as Gantt Charts, Milestones, Baselines, Task Dependencies, Schedules, Forecasts, Kanban, Reporting and more. Pulse includes a fully-featured Digital Asset Management System (DAM) working seamlessly with our Project Management System. Imagine what your team could achieve with Version Control, Online Approval, Online Annotations, Workflow,Secure Sharing, Document Conversion, Tagging, Meta Search & More. We also offer an affordable custom report building service, to meet your exact needs. Pulse allows you to map your existing business processes into the system - or we can work with you to design new processes. Our workflow automation system is very powerful and allows you to automate activities.Starting Price: $10.00/month/user -
38
infoRouter
infoRouter
Manage and monitor the entire document lifecycle with infoRouter, a scalable electronic document management system (EDMS) for small to medium-sized businesses. infoRouter helps drive efficiency and productivity across the board by providing users the tools to capture, classify, search, share, and archive critical company documents and records. The platform also offers full integration into MS Office tools, multi-language support, and a web services API.Starting Price: $4750.00/one-time/user -
39
ProDeal
ProDeal
Close more deals faster, with ProDeal. Replace email chains, conference calls, and data rooms with a lightning-fast document and workflow management platform. ProDeal adds security, organization, and visibility to your deals. Create your deal room and invite everyone to the table with a click. Track tasks and documents with customizable checklists. Upload, review, version, and save for easy retrieval later. Replace messy email chains with secure, real-time messaging. A simple and smooth interface that you master in minutes. Stay on top of details, cut closing costs, and keep everyone on the same page. ProDeal gives our clients the security and governance of encrypted email plus the workflow of a cutting edge platform in one easy to adopt tool that you can pick up in minutes. ProDeal is a team of technology, finance, and legal experts on a mission to secure and streamline transactions across the globe. -
40
Cypher IQ
Cypher IQ
Cypher IQ Digital Platform is the “Secret Code” to business process automation. The platform was developed because there is a need for businesses to be able to access technology that is affordable, simple to use, quick to install, with straightforward licensing. Digitise and Automate any of your business processes. Speak to one of our experts to find out how. Make your business more productive by bringing together your people, processes and data in a single platform. Designed around your specific needs, it will save you time, save you money and increase efficiency within your business. Cypher IQ digital can provide our Digital Teams package that can provide incredible technology without having to license all modules. Cypher IQ Digital can provide its Design, Implementation and Support to just a single workflow requirement. Provide Cypher IQ Workflow Platform with access to up to 10 Workflows. This includes access to our Turn Key Solutions and Configurable Technology Solutions. -
41
Droplet
Droplet
Droplet makes digital transformation easy with robust forms, streamlined workflows, and data-driven insights. Digital forms and smart automation rules connect teams and departments like never before. Shared to-do lists and ping-ponged emails are replaced by hands-free automation. Validated data is always clean and automatically delivered to important systems. No more manual data entry or user errors. Droplet brings together everything you need to manage the data and requests that power your organization. Everything you need to power processes for human resources, finance, information technology, and everything in between. Operational inefficiencies prevent you from focusing on high-impact strategic work. Integrating your work from start to finish frees you up to focus on what you do best. One central location for requesting, tracking, and learning from data means less context switching and more collaboration. Keep everyone in the loop without all of the calls and emails. -
42
Paperless Online
Paperless Online
Go paperless. The Form & Document Management CRM for all teams. Converting to a paperless office — the ultimate solution for small & medium-sized businesses. All your employees, customers & vendors in one database. Communication, tasks, forms and all paperwork paperlessly. All forms and documents electronically. Includes routing & approval tracking. Ok, you have data in the forms. How about making sense of the data or search by criteria you need? And share with teammates and clients. Separate File Cabinets for each staff and contact, in addition to company File Cabinet. Your documents in File Cabinet by custom fields and tags. We can help you digitize documents and forms, and transfer to an electronic filing system on Paperless Online. Contacts can login to self-service portal and submit required forms and documents. Store and easily retrieve all data, including forms, documents and files of your teammates, clients and vendors.Starting Price: $15 per user per month -
43
in-STEP BLUE
microTOOL
Corporate processes and workflows or standards like the German V-Modell XT, PRINCE2 or Automotive SPICE can be managed with in-STEP BLUE. Simply tailor activities and artifacts to your individual needs. The software offers features for project, requirements, document, resource, test, change and risk management with full version control on a a centralized, multi-user capable Oracle database. Gantt-Charts, dashboards, resource and cost planning charts facilitate progress tracking. The webapp offers remote access to progress data, scheduling and more.Starting Price: from 1990 €/per licence -
44
Synergize
Microdea
With Synergize’s workflow management tools, automate how your documents are shared and accessed. Our solution regulates the processing of documents, streamlining your workflow. Every business has various processes that range from simple to complex. Our solution automates decisions and actions based on your defined business rules, saving you time and increasing your productivity. Looking for in-use files, waiting for approvals, or re-processing due to errors or omissions are productivity killers. Automated workflows help avoid repeated phone calls and emails, or digging through piles of paper trying to find the status of a particular activity or initiative. Adding workflow automation helps you increase the speed, and efficiency of your processes while ensuring consistency and adherence to your business rules. -
45
BlueRelay
Indellient
Enhance customer experience in Client Communications by improving document accuracy and processing time. Blue Relay makes Client Communications Management easy by Automating Workflows and Business Processes. Blue Relay also provides total visibility with Resource Management featuring customizable dashboards and reports. Compliance and SLA Adherence are improved by powerful features supporting the exchange of detailed requests that include inline annotations, comments, document compare, and checklists. A Large Customer Communications Service Provider used these capabilities and more to significantly reduce operational cost, effort, and errors. Proof of the value of Blue Relay to our clients has been demonstrated by their growing adoption of the product, empowering increased portions of their workforce. Custom checklists make sure critical processing steps are followed consistently and uniformly across the team.Starting Price: $10.00/month/user -
46
CumulusPro
CumulusPro
Create business apps on Straatos BPM Platform that your business needs. From enterprise-level process automation workflow, like Procure-to-Pay (P2P) workflows to a simple mobile app that captures, processes and uploads business documents to any back-end system. Transform traditional working methodologies and habits into modern digital workflows, so employees and customers can access information from anywhere, and collaborate anytime. Combining modern web technology with an easy-to-use graphical drag-and-drop interface. The Process Designer empowers both technical and business users to design business processes collaboratively. It's so simple to use that business users can make necessary changes to the processes to suit the business requirements. Straatos BPM Platform enables collaboration between customers, employees, business owners, and developers to rapidly develop and deploy business apps. -
47
Process Street
Process Street
Process Street is a modern process management platform for teams. We help teams share their core processes, then transform them into powerful no-code workflows. Start with employee onboarding to set up new hires for success, then build all sorts of workflows like customer implementation, content approvals and tenant screening. Manage your team wiki and company handbook 100% free. Join Salesforce, Colliers, Drift and 3,000+ others who use Process Street today.Starting Price: $25/month/user -
48
PM II RENT
iterasoft
Reliable planning, optimal processes, and perfect administrative management. Do you rent out high-quality equipment and accessories of any kind? Then the rental software PM II RENT will help you with quick and reliable disposition, perfectly supports your article management, and reduces the effort for the creation of all accompanying documents to what is necessary. If desired, the program automatically takes over the inquiries from your website or from your web shop and generates or updates the master data of your prospects and customers. Order planning and processing in the simplest form. Perfect rental software for your success! The company software PM II RENT enables optimal control around the rental business of various product groups. Manage your article master data in a central location with your individual designations and descriptions. Define any performance categories and group your data according to your needs. -
49
Zapendo
Zapendo
Zapendo provides enterprise-level features for Contract Management and eSignature as a self-service platform that any company can afford. Small, medium and large businesses are all dealing with contracts. Zapendo will make sure you find your contracts with ease, know when they expire, and who the key stakeholders are. Custom workflows can enable you to establish your approval process for each contract, task, deliverable, or company that you create in Zapendo. eSignature features are included with each plan and are unlimited. All signed documents can be attached to one or multiple contracts.Starting Price: $12 per month -
50
NC-Vision
NC-Vision
Looking to learn more about our production and traceability toolbox? Wonder how other companies are using our solutions to improve their processes? Our resource library provides useful resources that will help you learn from real-world examples, as well as provide expertise that will guide you on your way to running a lean and profitable enterprise. The complete warehouse management solution with built-in traceability that reduces your inventory levels and picking-up times, so production stoppages belong to the past. High inventory values not only impact your cash flow. They occupy precious storage space in your warehouse. Mobile devices provide real-time updates to operators, improving their efficiency. Avoid inventory discrepancies or late deliveries threatening to lead to a production stoppage.