Template Studio Integrations

Salesforce helps sales teams accelerate their performance and achieve their goals. Salesforce is the world's most-used CRM, and so much more. With Salesforce, teams get access to tools that allow them to grow their accounts, find new customers, and close deals—faster and from anywhere. It offers a wealth of features that include contact management, opportunity management, lead management, email integration, reports and dashboards, sales forecasting, files sync and share, and so much more. Spend less time digging around in spreadsheets and more time running your business. No hardware, no software, no hassle. Our simple setup assistant will have you streamlining sales and answering customer questions in just minutes. Give buyers seamless, personalized experiences by connecting data across sales, service, and marketing. See a complete view of the customer — their account, activity history, and connections. Pull in social data for a deeper view of your customers.

Designed to drive growth and increase profitability in large and mid-size law firms, 3E provides a highly configurable platform with industry-leading security, advanced analytics, and complete mobility – meeting today’s needs while enabling tomorrow’s growth. It is the solution preferred by law firms to improve performance and connect all critical areas of law firm operations. 3E enables your teams to streamline and automate tasks, drive operational efficiency, and provide fast, proactive service to your clients. Get the strategic visibility you need to make timely, accurate business decisions – with the flexibility and insight your firm needs to gain a competitive edge now and in the future. Easy access to information and key functions drive law firm performance by reducing the time needed to complete important business and operational duties. Meet today's needs and enable tomorrows growth by streamlining the full range of your accounting and financial reporting activities.

Modern firms aren’t just looking for a new piece of software. They seek to create an agile culture within the firm to meet the demands of today’s clients while attracting and retaining the best people. Aderant solutions are used by some of the most sophisticated firms in the world for their day-to-day business operations. We believe technology should make your job easier by automating processes, enabling collaboration among people and systems, being adaptable to your changing needs, and empower change management across generations in the workforce. Whether you are a boutique firm with one office, or have more than a dozen offices on four continents, Aderant is in business with firms like yours. Whatever your need, Aderant has a solution for you.

An innovative CRM solution for law firms that helps you turn relationship insights into real results. Leverage your firm’s valuable relationship intelligence and uncover new revenue opportunities. InterAction Business Edge provides dashboards and reporting for firm-wide insights into key targets and opportunities. InterAction collects and aggregates your firm’s client and prospect data to form a more complete relationship picture. InterAction Mobility gives you complete access to the relationship details you rely on every day, anywhere. With our business development software for law firms, you’ll know how to optimize your firm’s efforts and better deploy your marketing and business development resources to gain a competitive advantage. Win more business from clients and prospects with InterAction Business Edge.

Our system's wide range of functions includes data collection and analysis, accurate reporting formats, inventory maintenance, and SST processing. When you choose SQL Accounting software, you will also receive an abundance of online resources to support your journey in using this system. Regardless if it’s an on-premise or cloud accounting software, SQL Account is the best. If that's not enough, we conduct unlimited hands-on free accounting software training in our HQ. Step it up by using Whatsapp to send your business documents! SQL Account is the first accounting software integrated with Whatsapp feature, now you can send quotation, invoice, statement of account and many more documents to your clients via Whatsapp with a few simple clicks. SQL Account is the best accounting software can cater from small business to large organisation. SQL Account has user defined fields that can be easily altered and customized.

Built on the Microsoft Dynamics Industry Application Platform, Peppermint CX365 provides a full suite of legal service applications designed to support high performing legal businesses. Enhance visibility and control, allocate and manage work more effectively. Create efficiencies to boost productivity and accelerate legal processes. Deliver enhanced client journeys that differentiate the firm. Identify, manage and maximize growth opportunities for your firm through a powerful CRM. Designed for the legal sector utilizing on-the-go functionality to encourage user adoption and drive customer centricity throughout your business. Build and maximize client relationships, manage bids, tenders and marketing campaigns efficiently and effectively. Comprehensive transaction and legal accounts functionality to facilitate efficient financial account management. Detailed, customizable real-time reports and dashboards providing deep business insight around time and cost data.