ActiveDisclosure

ActiveDisclosure

Donnelley Financial Solutions
Clatos CRM

Clatos CRM

Dunes Factory
+
+

Related Products

  • Skillcast
    1,105 Ratings
    Visit Website
  • ZenTreasury
    9 Ratings
    Visit Website
  • Digital WarRoom
    55 Ratings
    Visit Website
  • ManageEngine ADManager Plus
    613 Ratings
    Visit Website
  • PBRS Power BI Reports Distribution
    12 Ratings
    Visit Website
  • Cerberus FTP Server
    159 Ratings
    Visit Website
  • SurveyLegend
    1,866 Ratings
    Visit Website
  • Paired Plus
    119 Ratings
    Visit Website
  • Monarch Money
    5 Ratings
    Visit Website
  • GOAT Risk
    67 Ratings
    Visit Website

About

Affordable SEC filing and ESG reporting software from the leading SEC filing agent. Faster, smarter, and more secure, ActiveDisclosure enables real-time collaboration and accurate XBRL SEC reporting from pre-IPO to going public & beyond to facilitate your financial reporting and deal documents. Centralize your ESG data & simplify your financial reporting. Accelerate your proxy report with design-on-demand & automated workflows.
Easily create eye-catching branded presentations and PowerPoint decks directly in ActiveDisclosure. With unparalleled support from DFIN experts, get the affordable SEC filing and ESG reporting software you need without extra add-ons and hidden costs. We make innovating easy and intuitive. Our certifications will put you on a pathway to learning more about the software so you can become an expert in multiple facets of SEC reporting and the ActiveDisclosure software itself.

About

Clatos CRM brings the most effective general-purpose solutions and vertical solutions under one roof. Get to understand your audience and find new ways to plug into them. Clatos CRM enables you to adjust your promoting, deals, and back groups with bound together client data. Increase your deal efficiency by 25%. It ranks as the no.1 CRM for its services and user interface. Connect deals, benefits, showcasing, commerce, and IT, and personalize experiences. Ease of plan and execution at speed with high ROI. Keep track of all leads in one spot so you can quickly track their development. Auto-import leads from email, make notes, generate proposals, and attach files. Create a professional and eye-catching invoice. Attach files and send them to your clients immediately. The ability to create recurring invoices. Create an email from scratch or use a pre-built template that fills in necessary contact details. Then, add a document from the CRM document management system.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Teams and enterprises seeking a solution to manage and optimize their financial reporting operations

Audience

Businesses in need of a tool to understand and engage their audience while keeping track of all leads

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

No information available.
Free Version
Free Trial

Pricing

No information available.
Free Version
Free Trial

Reviews/Ratings

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

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Reviews/Ratings

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

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

Donnelley Financial Solutions
Founded: 1983
United States
www.dfinsolutions.com/products/activedisclosure

Company Information

Dunes Factory
Founded: 2009
India
clatos.com

Alternatives

Certent DisclosureNet

Certent DisclosureNet

insightsoftware

Alternatives

QuoteRobot.com

QuoteRobot.com

QuoteRobot
Billcue

Billcue

Media Two Web Development
CCH Tagetik

CCH Tagetik

Wolters Kluwer

Categories

Categories

CRM

Integrations

Microsoft PowerPoint
WhatsApp

Integrations

Microsoft PowerPoint
WhatsApp
Claim ActiveDisclosure and update features and information
Claim ActiveDisclosure and update features and information
Claim Clatos CRM and update features and information
Claim Clatos CRM and update features and information