AgreeDo
Collaborate with your team on the next agenda. Use the powerfull web-editor to complete your meeting minutes and instantly assign tasks. AgreeDo integrates nicely with Micrsoft Teams and others! Comments, follow-ups, attachments, flexible task lists, auto-history, advanced search, etc. Create meeting minutes, assign tasks and share decisions. Create your agenda with AgreeDo and share it with your team. Your attendees contribute to the meeting before it started. This cuts down the required meeting time tremendously. Track your project’s progress and create the agenda of the follow-up meeting with just one mouse click. All participants can add their ideas, topics and results to the agenda of the upcoming meeting. This way you tremendously reduce meeting time and your team gets more productive! A timer shows the remaining time for the ongoing meeting. An easy yet powerful feature to keep your meeting in time.
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Dock
The best way to work with people outside your company. Collaborative workspaces for prospects, customers, investors, and partners. Transform the customer experience from demo to onboarding and beyond. Manage the customer lifecycle and get engagement analytics along the way. Clients always know where to go when they need something. One destination that hosts all of your links, pdfs, meeting agendas, deliverables, project timelines, proposals, and more. Embed your favorite software from Figma to Google Slides to Vimeo. Navigate complex deals and onboard customers. Stop using that spreadsheet. Instead, build a collaborative mutual action plan with customers, share status, align due dates, assign tasks, leave comments and upload files. Personalization at scale. Create branded spaces with custom content. Share feedback & move projects along. Customers comment on what you’re working on and share key resources with file uploads.
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Valuecase
Valuecase is a platform designed to streamline customer onboarding and sales processes by providing shared workspaces that enhance collaboration, automate tasks, and track engagement. It offers interactive onboarding plans with due date reminders and assignees, reducing the need for manual follow-ups. The platform allows for 100% automated customization, displaying relevant content and adjusting plans automatically through variables. Central visibility is provided through dashboards that track tasks, onboarding progress, and customer engagement. Valuecase integrates with CRMs like Salesforce and HubSpot, ensuring seamless data synchronization. It also supports various content embeds, including PDFs, videos, forms, and scheduling tools, facilitating comprehensive resource sharing in one place. The platform is fully GDPR compliant, ensuring secure tracking of customer activities. Users can start with best-practice templates and receive one-on-one guidance and training.
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GetAccept
GetAccept is a digital sales room software that empowers revenue teams to streamline their document workflows, close deals faster, and drive exceptional customer experiences — from opportunity to signed deal.
Our Digital Sales Room is a centralized hub where sellers and buyers meet, collaborate, and negotiate throughout the sales process. It has two powerful parts: a Deal Room (from first meeting to proposal) and a Contract Room (from proposal to signed deal).
Deal Room: Boost your win rates by making collaboration between buyers and sellers easier – in one shared space. Upload sales collateral, create mutual action plans, and chat with your buyers in real time.
Contract Room: Empower sales reps to become top performers and create stunning proposals in minutes. Start from scratch with our in-app editor, or use smart templates for interactive, branded contracts.
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