iBabs Alternatives

Stop chasing your clients for documents. Easily request files, documents, forms & digital signatures from your clients – set a due date and save hours as your requests are returned to you effortlessly. Why do our customers choose FileInvite? 1. A noticeable decrease in document return times. FileInvite customers have experienced an average 34% decrease in document turnaround when adopting our document collection system. 2. The drastically simplified client experience. FileInvite reduces the steps your clients need to take by up to 5 times, compared to requesting information by email. 3. A customer support team that prioritizes your success. FileInvite's customer support team has been rated 5 stars across 100+ reviews in Capterra. Delight your clients with the FileInvite experience. Send your first Invite in just five minutes when you sign up for a free account.

The board portal platform and collaboration solution for boards and senior executives. Learn how Nasdaq Boardvantage helps make board processes paperless and can reduce meeting preparation from hours to minutes. Create single or multi-day meetings in seconds, add details, attach files, track board member attendance, and initiate remote meetings. Protect information with encryption and multiple layers of defense to protect the confidentiality, integrity, and availability of data. Quickly build and distribute Board and Committee Evaluations, Conflict of Interest, and general questionnaires. Manage files, contacts, approvals, signatures, unanimous written consents, and more. Manage collaboration with notifications, annotations, unanimous consent votes, e-signatures, and in-app email with added security. Available on any device, desktop, tablet or smartphone, anytime, anywhere with seamless online/offline auto sync.

nTask is an online project management platform, known for pioneering simplified work management. The platform helps to get more done while meeting all of the quality standards of industries. nTask is extensively customizable, and one of the most affordable in the industry. nTask is designed for all-sized teams and industries. Over 200,000+ companies trust nTask globally for managing campaigns, sprints, product development, inventory, clients, company goals & targets, and much more. nTask enables faster project completion through one platform that enables all team members to work efficiently without shuffling through multiple apps and has all the tools necessary for project management, such as custom fields, financial summary, task management, risk management, issue tracking, Gantt charts, Kanban boards, team collaboration, documents sharing, to-do lists, project planning, resource allocation, time tracking, timesheets module, roles/permissions, and workspace customizations

​​At Boardable, we know boards. That’s why we built the best board management platform on the market. The last thing you need is more tabs to manage during a mission-critical meeting. We’ve been there, we get it. Trusted by thousands of organizations around the globe, our intuitive one-screen experience makes it easy to host meetings, build and share agendas, record minutes, manage and sign documents, assign tasks, vote digitally, and more. We offer knowledgeable service and support from a team of experts. Over 80% of our customer team serve on boards and committees. We’re with you whether it’s your first time or you’re replacing an outdated board management platform. Empower your board to optimize efficiency, simplify communications, and boost engagement — at a fair and flexible price. No surprise add-on costs. Our plans are structured to give you a full board management experience and scale with your growth. Explore Boardable today with a live demo.

OnBoard is a premier board management solution designed to streamline governance, enhance security, and boost board engagement. OnBoard outperforms competitors, consistently ranking higher on G2, Capterra and SoftwareReviews for user satisfaction and functionality. OnBoard’s intuitive design and robust security measures make it the preferred choice for effective and efficient board management. Trusted by over 6000 organizations worldwide, OnBoard offers features like agenda building and collaboration, shared annotation, board assessments, secure messaging, voting & approvals, D&O questionnaires, meeting analytics, minutes builder, skills tracking, and video conferencing integration. Upgrade your board meetings with OnBoard today!

Noodle is the all-in-one enterprise platform that removes the stress of working across emails, file servers, task managers, spreadsheets, chats, meetings, etc. Teams that use their Noodle communicate better and are more productive. Your people will see where everything is, understand what everyone is working on, all while improving the company culture. Features Cloud or On-Premise Options Fully Customizable Design Build Sites in Minutes Regularly Updated With New Features Flexible Password Controls Drag and Drop Features/Post Track Views of Content Unlimited Colors/Skins Create Polls/Surveys Sync with Active Directory 11 Supported Languages Built In Block Text Editor Follow Co-Worker’s Statuses Create Custom Workflows Embed Video and Photos Easily Archive Content Video Conferencing Build E-Forms and Reports Merge Multiple Calendars Optimized For Speed All Applications Included View Personal User Statistics Personal Digital Workspace Etc

Secure governance software with advanced contract management, board meeting management, entity management, e-signature, and virtual data rooms (VDR). Loved by hundreds of customers in over 30 countries, ContractZen is your number one solution for effective corporate governance, due diligence readiness, and peace of mind. • Contract Management: Easy-to-use contract repository with AI-powered search capabilities, and automatic and recurring email reminders. • Board Portal: 100% paperless and securely managed meeting process from assembling the meeting to creating, approving, and e-signing the minutes. • Entity Management: Effortlessly managed corporate records with a clearly visualized organizational structure and extensive search capabilities. • Virtual Data Room: Immediate readiness for due diligence during e.g., M&A and audits with secure file sharing, robust access rights management, and dynamic indexing.

Aprio provides secure, one-stop access to board materials from any device, enabling real-time communication and instant notifications. It streamlines board meeting preparation with efficient tools for agenda building and scheduling. The cloud-based platform fosters board engagement by allowing directors to annotate and share notes. Advanced security measures ensure board information remains safe, even if devices are lost or stolen. Aprio facilitates decision-making outside the boardroom and is widely used across various sectors including credit unions, banks, healthcare, education, and public corporations. Known for its ease of use, advanced security and best customer support in the industry, Aprio makes good governance simple.

Easy2Meet is developed with the idea of helping organizations take their meeting process to a higher, efficient and effective level. Our board meeting software is integrated with Microsoft 365 and Microsoft Azure, this differentiates Easy2Meet from other meeting software. The combination of Microsoft features and Easy2Meet creates the perfect solution for efficient, safe and easy board meetings for everyone. Organize your meeting; Drag and drop the agenda items in the right order, make use of sub-levels and share the agenda with the participants. And easily move your agenda to future meetings. Meeting documents are automatically converted to pdf and saved in your SharePoint environment. Make optimal use of the functionality and security principles already present in Microsoft 365. Easy2Meet is ISAE 3402 accredited Add tasks and decisions per agenda item and assign them to specific participants. Create minutes easily

A self-service, secure, cost effective and and no contract board management platform for small to medium business. Manage every aspect of your board meetings in our secure cloud platform. Store all your documents, prepare and share your agendas, compile board packs and digitize your minutes, plus much more. No more disconnected tools, documents buried in emails or disorganized SharePoint folders. Give your team access to the right information, when they need it. With Future Directors Board Portal, you can create, participate and facilitate all your governance needs in the one place. Some of the most severe cyber attacks happen at a board level, stop emailing sensitive information. Use our secure platform to control how you share information and who can see it. Don’t pay for overpriced tools, save money with our easy to use platform. Give company secretaries the tools to be effective. You control who can access company information and who can make changes.

BoardPAC is an award-winning board management solution that is ideal for board directors to review and approve board agendas on the go. Efficient and secure, BoardPAC is offered across devices such as iPads, Windows laptops and desktops, Android tablets and iPhone and Android phones. BoardPAC integrates fully with Zoom, Cisco Webex, Microsoft Teams, Lifesize and a host of other leading video conferencing platforms. BoardPAC features the strictest security and confidentiality standards such as ISO 27001 certification, 256-bit encryption, and secure transmission, and more. BoardPAC offers the benefits of collaboration, quicker decision making, and easy feedback on meeting documents. BoardPAC conforms to GDPR compliance.

We make it easy for companies to have a corporate governance structure that follows regulations, is held accountable and makes choices that benefit their stakeholders. With an end-to-end governance management platform that automates their processes, ensures compliance and helps them keep track of how they’re doing. All business decisions have an impact outside the business. We believe in choosing wisely and helping our clients do the same. When you do things well, there’s no need for hidden agendas. We are passionate about clarity, simplicity, and openness. We understand the value of individual contributions, and strive to deliver great results consistently. We’re proud of our work and of our teammates. Things don’t always go as expected, but we learn from setbacks, grow from failures, and turn things around even when the going gets tough.

Boardtrac is an Australian owned board software that is designed by corporate governance and legal experts who understand the tools and knowledge that boards need to function efficiently. It is the perfect meeting management tool, with a superior User Experience (UX) designed for enjoyable use. Our board portal is cost-effective, recently re-designed to suit a modern interface, and made by governance professionals who know real-life boardroom challenges and the specific requirements of best practice governance. If your board portal is eating away at your budget, consider our solution today.

The First Governance Meetings Management Solution for your board, committees, and teams. An all-in-one meeting management tool for more efficient work teams who want to collaborate in all meeting process. Plan, hold and follow your meetings by quickly plan your agenda, have an audio recording of your conversation, follow the team tasks progress, real-time sharing, integration to your corporate agenda (Microsoft, Google, ICS), and share the agenda and minutes with your colleagues. More features: timekeeper, subject/decisions/tasks registry, private meetings, and instant minutes of meeting, IOS and Android app. Beenote helps you change your world, one meeting at a time.

Dossiere is a highly secure and feature rich electronic solution that provides access to board, executive and confidential papers. Using an unparalleled document security system you can easily view, annotate, share and collaborate on important documents seamlessly. Dossiere makes organising and distributing meeting agendas simple and efficient. Create meetings, agendas and upload documents for your meeting attendees to review and annotate before the meeting begins. Allow your teams to collaborate and share their comments securely with each other. Documents can be bundled and accessed securely for review pre meetings. Dossiere gives you the control over how to consume and collaborate around the documents, videos and audio files that are delivered to your device. View images, video and audio files at the same time that you are reviewing the relevant documents. Create document annotations or timeline annotations in your audio and video files.

Directorpoint is the world's leading board management software that simplifies communications, streamlines administration, and improves board meeting experiences. Secure and scalable, Directorpoint helps companies seamlessly organize board information and provides directors with powerful tools for managing members, committees, board meetings, surveys, attendance and RSVPs, and more. With Directorpoint, users can easily access files and meeting materials, add annotations, and edit documents privately and publish documents when ready.

CU Board Members is an easy to use, secure integrated Board portal that includes online board packets, video conferencing, policies and procedures, calendar of events, discussion forums, online voting, and compliance monitoring. Make meetings more efficient by providing online access to board packets and other important documents. A private virtual conference room is always available so even directors who are on the road can participate. Give your Board a private, secure area to collaborate between meetings with video conferencing, discussion forums and online voting. Provide easy access to all policies and publish them directly to your corporate intranet. Let the system automatically monitor compliance requirements and provide advance warning of possible issues. The system is designed for desktop computers, laptops, tablets, and smartphones. We use a low-cost per month pricing model with no setup fees or cancellation fees.

No more wrestling with incompatible tools and spreadsheets. No need for separate board portals, risk registers or OKR management software. Now you can practice good governance, manage risk and achieve strategic objectives with our all-in-one integrated software. A better way to practice good governance and transform strategic objectives into positive action. Use our smart, secure software to make governance, strategic performance and collaboration easier for everyone. Streamline board and management team meetings, improve decision-making and monitor progress against strategic objectives. Simplify how you prepare and share board meeting packs and papers with easy-to-use, secure board management software. Get a firm handle on your risks and controls, reporting and analysis that transforms the process from a chore into a vital tool. Decision Time is cloud-based, so no matter which device you’re on, everything is synced in real-time. It’s that simple.

The best boards and leaders take a proactive approach to better governance. Technology can automate, notify and help boards manage the vast amount of information they need to review. This in turn supports better decision-making and creates a secure but easily accessible record of events. An easy-to-use board portal that doesn’t just replicate paper online, but fully utilizes the potential that digital offers to improve your board. Navigate your board documents more easily and ensure the board are more informed. While digital board packs are more convenient and more secure, our board portal will also support better governance. For most organizations, BoardPacks would provide net savings just on the meeting preparation and follow-up alone. Have you worked out how much money you spend on the production, assembly and delivery of your board packs? One large corporation has claimed to have saved almost £1.2 million per annum on this.

Brainloop is a leading board portal and secure collaboration provider. In a single platform, Brainloop solves the challenge of protecting an organization’s most sensitive data and delivers tailored business solutions for Board and Committee Communications, M&A and Due Diligence, Secure Collaboration, Real Estate Portfolio Management, and more. Our solutions are available from any location and across all devices, online and offline. Brainloop offers best-in-class security and the choice of hosting customer data in Germany, Austria, Switzerland and Luxemburg. Brainloop BoardRoom is a professional solution for secure and efficient communication in company boards. Its wide range of functions helps board offices and company secretaries prepare meeting folders and ensure they are always up to date, even when there are last-minute changes. Executives and board members can read highly confidential meeting documents on their desktop or mobile device.

eMeetings is a Digital Board Meeting solution that makes the experience of organising, conducting and following up on Board Meetings, simple and convenient. Trusted by 100+ Companies across Asia, eMeetings has been the preferred choice for some of the biggest banks, NBFCs and Corporate Groups to redefine their Board Meeting experience. The solution offers comprehensive features beneficial for both, the Administrators as well as the Board Members - It helps in creating meetings and set agenda points, upload reports and annexures. - It facilitates consolidation of agenda in a single document, draft MOM approval and signed MOM repository. - The meeting documents can be shared securely to the Board members on their devices. - It offers safe and secure communication with zero leaks, fully paperless operation

Close a collaboration gap with issue-focused voting in meetings. Structure your meetings with an agenda of Jira tasks, roles in the meeting, meeting times – and adjust this as needed at any time. Track efficiency, attendance and performance of meetings. Automatically create the meeting minutes with just one click. Create your meeting, search Jira tasks by project, status or other criteria. Sort and group the tasks on the agenda, schedule breaks and times per task. Create the minutes of the meeting at the touch of a button. List your meetings, filtered and sorted by title, status, date or organizer. A preview window shows you the topics, duration and participants for each meeting. You get an overview of the meetings you are expected to attend or that have already been held. Change the perspective and see how persistent a topic is, in which meetings it has already been discussed.

Decisions integrates with the Office 365 tools you use every day. Materials remain within your organization’s Office 365 tenant under existing security policies. We do not store customer data. Decisions is compliant with single sign-on and security mechanisms like Azure Multi-Factor Authentication and Azure Information Protection. Create a professional meeting agenda in Teams or Outlook. Participants can upload files, suggest topics, ask questions and leave comments. Invite guests as presenters, contributors or participants, and add them to one topic or the whole meeting. Consolidate the agenda and attachments into a single PDF document that can be shared with meeting participants. Merge the agenda into a Word or OneNote template with a single click for easy meeting minutes. A visual cue tracks agenda items based on their allotted time to keep meetings on schedule. Speak Now for Teams creates an ordered speaker list that allows for rejoinders and requests for recess.

The Praxonomy board portal provides company secretaries, executives, and board members with an easy-to-use platform to organise meetings, manage files and records, collaborate on decisions, and stay up-to-date with board matters. Through efficient meeting administration, real-time board papers distribution, better records management and secure collaboration, Praxonomy empowers boards to make better decisions while saving time and money. Praxonomy is ISO27001 certified for its information security management, and ISO9001 certified for its quality management system.

Collaboration requires making collaborating easy. Just 15 – 20 minutes of demonstration are all that’s required for your directors to start using Board Papers on their iPad, laptop or mobile device, no matter their comfort level with technology. The Board Papers app feels natural. All tools are just a tap or click away. Directors don’t have to search for features. Meeting participants quickly navigate to documents, mark up pages, vote on resolutions and sign documents. Using Board Papers, your documents are stored in your Microsoft 365 tenancy or on-premises SharePoint farm, the same place where you’re currently storing your sensitive data. Board Papers fits right into your organization. Standard SharePoint permissions ensure meetings are only published to authorized users. You can control access at any level, from group to meeting down to an individual document. With Board Papers, your data is always under your control.

Convene is an award-winning board management software that enhances the efficiency of meetings, from organizing and distributing board documents to conducting, documenting, and generating actions. Convene’s secure, intuitive, and easy-to-use features make it the choice for listed companies, SMEs, banks, governments, and non-profits in over 100 countries. Developed by Azeus, a Capability Maturity Model Integration (CMMI) level 5 company with more than 30 years of experience in IT development, Convene is a highly flexible product that can be customized to cater to each client’s needs. With SSAE 18- and ISO 27001-certified data centers around the world, Convene ensures that clients' data are protected—alongside multiple internal safeguards and random external penetration tests. Convene can be hosted on-cloud or on-premise, and is available for Windows, Mac OS X, iOS, and Android.

Streamline your board meeting preparation with Directors Desk, used to compile board books, store documents and distribute them, as well as conduct votes, surveys and discussions. Centralized and efficient, Directors Desk software simplifies the sharing of critical information via the web or board meeting app, helping you make meetings held anywhere more productive. Designed to help corporate secretaries and administrators distribute board materials and information and manage meetings efficiently. The platform allows administrators to control what users can see, provides an audit trail, and serves as a central document repository. Using your PC, tablet or smartphone, you can log into your Directors Desk account to view and download the latest board materials, make annotations, respond to votes and surveys, and communicate with your fellow board members within the platform.

Taskade is the simplest way to map out your workflows, from ideas to action. Create checklists, mindmaps, kanban boards, and more, all with integrated video chat on the same page. Whether you're ticking off daily goals, managing a group project, or planning a holiday with friends — getting organized with Taskade is simple, friendly, and fun. Collaborate better by using Taskade to share your lists and notes. Work with team members to edit content together in real time, manage group tasks, and brainstorm live via chat. Taskade can be used by individuals or teams, at home or at work (or anywhere!) Automatic syncing means your lists and notes are always up to date on every device. Taskade is the all-in-one collaboration platform for remote teams. Unleash your team productivity with task lists, mindmaps, and video chat.

BoardMaps is a cloud-based board meeting solution which helps corporations, government agencies, and non-profits manage processes related to board meetings by preparing agendas, raising issues, adding discussion topics, and sharing them across teams. BoardMaps lets users assign action items to team members to improve accountability within organizations. Key features of BoardMaps include approval process management, role-based permissions, a member directory, polls/voting, mobile access, and scheduling. Managers can organize and update meeting materials in the centralized portal to facilitate transparency across team members. BoardMaps allows businesses to send invitations and share action items with team members before meetings to increase productivity and streamline decision making. Users can conduct meetings in person or remotely using mobile devices.

BoardEffect is the preferred board management solution for nonprofit, community healthcare and higher education organizations delivering an easy-to-use platform equipped with tools to help board members collaborate and make informed decisions. Our board portal platform simplifies complex board management processes and empowers governance leaders to effectively plan and execute board management cycles through transparent and secure collaboration. Online Meeting Books deliver real-time access to agendas, board books, meeting minutes and more anywhere on any device. Schedule a meeting and instantly collect RSVPs to help optimize attendance for any upcoming board meeting or ad hoc event. Approve board meeting minutes, new members, and policies on the go, through a board portal. Board members can use the task tool to set reminders and mark them complete when finished. Easily access meeting documents and minutes through the Library at any time on any device.

BoardDocs is a paperless eGovernance system built for municipalities, school districs, and local government bodies. This next-generation cloud-based service transforms how organizations conduct meetings, manage agends and policies, and more. BoardDocs is available in two editions: BoardDocs LT and BoardDocs Pro.

Sherpany is the leading Swiss meeting management solution, designed to meet the unique needs of Board, Board Committee, and Executive meetings. Trusted by Europe’s top companies, Sherpany boosts meeting productivity by 45%, streamlining the entire process — from meeting preparation to the distribution of digitally signed meeting minutes and action items. We prioritise security and compliance, with a robust FINMA-approved and ISO270001-certified solution that centralises and ensures appropriate access controls for your sensitive information. In addition to the web-based Sherpany platform, which is accessible through a web browser, we offer native apps for iOS, Windows, and Android, providing convenient access to our meeting management solution across different devices. Our SaaS-based software, coupled with our meeting education and other complementary services, transforms your company's meeting culture and ensures excellent meetings.

eScribe provides end-to-end meeting management solutions that boost transparency efficiency, and improves citizen engagement. Built for local governments, special districts and school boards on a Microsoft Azure foundation, eScribe offers a configurable platform designed with compliance and transparency in mind. From agenda day through to reporting, eScribe allows you to maintain your chain of approvals and protect important documents with bank-level encryption and account-based access options. No call centers, no random chats. As a eScribe customer you’ll be assigned a dedicated team member to help with everything from migration assistance to platform training. We take pride in our superior customer service as we strive to become better everyday at staying a customer centric company.

The modern client portal for innovative businesses. Let clients login on your own website to share files, sign docs, make payments, send messages, and more. One app for everything required to run a virtual business including billing, file sharing & eSignatures, messaging, intake forms, and a knowledge base. Portal lets you define precisely what your clients see. You can host Portal on your own domain and make every pixel look on-brand. Connect an existing marketing website or use our website builder to create a page optimized for professional services. Add the secure file-sharing and eSignatures module to your client portal. Replaces Google Drive, Dropbox, ShareFile, and DocuSign. Add the billing module to your portal. Give clients a branded payment experience. Replaces Bill.com and FreshBooks. Add the intake forms module to your client portal. Streamline the client intake process. Replaces Formstack and Microsoft Forms.

Our mission is to help businesses and nonprofits deliver more impact and value for their organization. We exist to increase boardroom productivity and create better functioning boards. We don't believe good governance processes should be left to the domain of larger companies. We know that all parties in a board/management relationship want to use their time and resources most efficiently and productively. We found that a product that helped with the processes, workflows and guidance to work on the right things was missing from the market. So we developed BoardPro in partnership with some of the best independent directors and most progressive CEOs.

Managing legal entities in old software and spreadsheets is hard. Learn why Fortune 1000 and AMLaw 100 law firms trust Athennian to power global entity governance and automate compliance. Athennian + iManage Cloud makes maintaining documents and managing entities even easier by enabling the products within your daily workflows to communicate with one another. Streamline day-to-day processes with our cloud-based workspace, and keep transactions organized so you can focus on growing your revenue. Improve accuracy and manage more entities in less time with access to the same entity information, templates, minute books, and other resources in real-time. Cloud platforms offer the most rigorous security protocols with servers and fail-safes certified to the highest standards. Athennian is SOC 2 Type II certified, providing reliability and peace of mind to organizations across North America.

Mjlsi is a system that creates and manages meetings of boards of directors in all stages by preparing for the meeting, discussing the topics, documents, presentation, participation, decision making, assigning tasks and preparing the minutes of the meeting. The system provides all the necessary tools to organize meetings and prepare the agendas to be discussed before, during and after the meeting. It also helps to organize and manage the structure and governance of the board. The system allows invitations to be sent to the meeting and guest members and to confirm who is invited. The system provides the ability to organize and manage meeting times, ensure sequence of topics, vote and review files easily. After the meeting, the system shall be able to prepare the minutes of the meeting including its subjects and the results of the voting.

Brainloop BoardSuite. The 100% compliance-compliant all-in-one solution with management cockpit (flow monitor) for all board and committee communication. Your challenge: As a board officer, you are the central point of contact and hub for confidential information, and provide supervisory and management boards with all relevant documents in good time. At the same time, you manage all submitted applications, create agendas, involve suppliers, prepare decisions in meetings and circular procedures and ensure a professional and reliable follow-up of the decisions. And last but not least, you should also keep an overview and control. Maximum confidentiality and compliance of the meeting documents over the entire life cycle of all supplied documents. Timely delivery of meeting documents through process support and automation. Support through "flows" in the creation of agendas and meeting minutes. Optimal overview and central control of all relevant processes through the management cockpit.

Does managing your board and meeting administration feel like herding cats? We're here to help you streamline and simplify your board administration. The Our Cat Herder board portal software is a cost-effective solution designed to help you to communicate with board members, share documents, take minutes, make decisions, capture actions, and much more. Rapidly build complete board packs for each meeting with our built-in agenda builder and templating system. Securely distribute board packs to attendees with the click of a button. Capture actions, to-dos, and tasks within meetings using our in-meeting actions. Additionally, board members can create their own actions and to-dos using our action capture tool. Plus, track action progress and updates with action notes. Minutes are a critical part of any meeting. With our minute taker tool, you can easily record minutes, rapidly create the final minute's document as well as send it for signing off.

Disruptive crises are more frequent and more intense. COVID and the related economic disruption is just the most recent example. Boards need to be agile, and able to pivot, just as they expect management to be. Foresight brings needed agility to board planning and decision-making. It helps management better prepare for, frame, support, and document board deliberation and decisions, especially in times of crisis. It increases the speed and focus of the CEO's board prep; helps elevate the most impactful decisions. It supports deliberations and decisions with information about those affected by board decisions (and omissions). In tech, the need for faster innovation led to DevOps, to enhance collaboration between software developers and operations, often using "agile" methodologies to manage workflows. Foresight does the same for boards, bringing BoardOps methodology and advanced SaaS technology into the entire board planning and meeting process.

Business done remotely. Document collaboration, e-signature, web conferencing and ID verification, all in one single platform. Increase conversion rates by enabling agent-supported real-time deal closing session in the last mile of the transaction process. Satisfy all compliance requirements of a physical meeting with all the critical tools to enable your agents to get the job done remotely. Allow your customers to work independently and request live video document/e-signature collaboration support from an agent to complete their transaction. Accelerate the completion of complex business processes by enabling users to engage effectively in multiple phases, both in self-service and real-time modes. Ready to Accelerate Your Entire Sales Team Performance? Expedite your remote client interactions using REACH's platform. Enhance the value you offer to IT departments and lines of business including Sales, HR, legal and procurement.

Easily collect reviews, convert leads, set up appointments, get paid faster, run surveys, and more. WikiPro makes it easy for businesses to request reviews. Customers can complete reviews within seconds by texting. Texting is the most effective and immediate way to collect customer reviews. Send invoices and get paid instantly with WikiPro! Send invoice to customers via a simple text message. Customers provide their payment method through text messaging and WikiPro will process your payment instantly and free of charge. Fully configurable reminder text will keep your appointments on time! WikiPro's appointment reminder tool helps to eliminate no-shows and late arrivals by 90%. WikiPro automatically sends reminders by text, email or phone call. Customers can sign any document right on their phone! Contracts and agreements signed at your clients finger tip. WikiPro provides secure and easy-to-use digital signature allowing you and your team to get important documents signed anywhere.

Boost efficiency and engagement among board directors, executives and administrators with BoardEffect. A trusted board portal software, BoardEffect is designed to manage board-related information online, while also supporting board directors to improve organizational performance. With BoardEffect, users can easily and securely communicate with board members, share announcements and documents, annonate meeting minutes and more, eliminating the need for using unreliable paper board books.

Our board management software is an all-in-one platform making scheduling and preparing for board meetings easier while helping board members be informed, organized and engaged. Board Director’s board portal makes it easy to schedule and prepare for board meetings. The scheduling tool is designed to schedule upcoming Board of Director’s Meetings, Committee Meetings, or special events such as a Board Retreat or fundraiser. Upload meeting minutes, agenda, board book, reports and other meeting documents. Directors can RSVP and sync to their personal calendars. Admins can keep a record of attendance. Easily mark up text on a document via an intuitive highlight menu with support for highlighting, strikethrough, and underlining. Add text anywhere on a document. Move and resize, and change appearance, including font, size, alignment, and color. Draw anywhere on a document. Move and resize, and change appearance.

At eBOARDsolutions, our mission is helping boards lead and govern effectively and operate efficiently – and our customers tell us we’re really good at it. Developed by the Georgia School Boards Association (GSBA), our board management software, Simbli, helps boards automate and simplify everyday tasks through software that facilitates paperless meetings, strategic planning, policy management, board evaluations, document management, and communications. Simple. We know what keeps board members awake at night. Simbli was developed to help board members stay highly organized, laser focused, and incredibly aligned, making it much easier to get a good night’s sleep. Responsible for the bulk of the board’s administrative duties, board secretaries are the ‘tie that binds’ the superintendent/CEO, board members, and community together. Simbli helps automate many of the everyday tasks board secretaries perform, like building meeting agendas, creating meeting minutes, and managing communications.

Trusted by over 145,000 executive leaders worldwide, Diligent Boards is the #1 software for boards. Diligent Boards solution enables more efficient and effective governance by providing a comprehensive range of tools for running more effective board meetings. Top features for directors include single sign-on, document annotation, real-time syncing across devices, and more. Administrators, meanwhile, can take advantage of tools such as drag-and-drop book building, questionnaires with analysis tools, consolidated management of contracts, calendars, and meeting logistics, and more.

MyDocSafe is your digital transformation partner that helps you automate client-facing processes such as pitching, onboarding and secure document sharing. MyDocSafe is the only document security and e-sign software you need to verify and manage all your documents online and automate all your compliance, onboarding and contract renewal processes. Enjoy more features to help you save time & effort. Benefit from more integrations to improve your efficiency. And get more engagement to drive your revenue. Simplify and streamline your proposals with a customizable workflow and an entirely paperless quoting process. Close deals faster, and avoid administrative delays – with efficient, effective, multi-departmental workflows. Minimize non-billable, low-value time spent onboarding new clients with automatic document distribution, reminders, and notifications.

Docket is the only meeting management software and collaboration platform purpose-built to help organizations set clear meeting purposes, document important decisions, and promote end-to-end alignment. The platform is simple, clean, and powerful enough to drive efficient and productive meetings for every organization. Make your next meeting awesome with Docket. Create and prioritize all agenda items to make any type of meeting more effective. Take notes and distribute recaps of meeting minutes and decisions to improve team collaboration and alignment. Assign action items and next steps for improved performance and team productivity. Find notes, tasks, and resources from previous Docket meetings whenever you need them. View your to-do list to know exactly what you need to do to prepare for your meetings. Choose integrations like Zoom, Slack, HubSpot, and more that combine the power of Docket with the tools you already use to make your meetings better.

EnGlobe is a substantive, unified and truly global software solution for Corporate Entity Management and Corporate Governance. A pure web RIA (Rich Internet Application) system, it formally parameterizes all known legal entity types, sets-out logically and organically all known securities, includes and self-fills all applicable regulatory forms and e-filings, governs all management bodies, meetings, minutes and agendas, streamlines all intellectual property management and tracking tools, provides all document automation and management systems and addresses all security, workflows, audits and reports to the most stringent corporate compliance and governance requirements. Uniting, in a superbly architected and executed software environment, the world's most comprehensive corporate entity management software system, a contracts and agreements management system of superlative power and granularity, a uniquely complete business assets and intellectual property management system.

Complinity is a comprehensive Cloud-based Compliance Management System that Tracks and Monitors statutory, regulatory, central & state, secretarial and legal compliances within a company. It helps businesses manage all their compliance documentation, activities, conduct audits, track and resolve compliance issues on the cloud. Complinity secures your business and makes operational processes more efficient. Complinity is an amalgamation of the words Compliance and Infinity. What it essentially is, an Infinite Compliance System. We relate the system to infinity, since at the core of this cloud software, lies an auto-scheduler which creates compliances for an organization till an infinite amount of time and also because it has no limitations in terms of users, locations, departments, acts and ability to create compliances. An intelligent scheduler automatically creates compliance schedules for a year, making sure that no manual intervention is required once the system is implemented.