Alternatives to Zywave Client Cloud
Compare Zywave Client Cloud alternatives for your business or organization using the curated list below. SourceForge ranks the best alternatives to Zywave Client Cloud in 2026. Compare features, ratings, user reviews, pricing, and more from Zywave Client Cloud competitors and alternatives in order to make an informed decision for your business.
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1
Eurekos
Eurekos
Learning management systems are good for training employees but often fail to address the unique needs of training customers & partners as well as customers' customers & partners. Eurekos is a leading European customer education specialist, offering innovative training software solutions for businesses and non-profit organizations with a need for external training, certification or accreditation. Eurekos offers a complete set of tools to create and deliver training that cover the entire customer journey: before the sale, during onboarding and ongoing. Eurekos has everything for rapid onboarding, advanced certification, eCommerce, unlimited brand portals, complex organizational structures and integrated content development all under the highest privacy & security standards (ISO7IEC 27001 & 27701). We are constantly reinvesting into our software to bring our clients the latest, most current technical features available on the LMS market. -
2
FileInvite
FileInvite
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.Starting Price: $829/mo -
3
Onehub
Onehub
Onehub is the secure file storage and sharing service built for businesses of any size. Bank-level encryption of your data as well as our granular, role-based permission structure means you can control who has access to your content and share critical business files with confidence. Onehub offers a suite of robust business tools such as virtual data rooms, client portals, Google Docs integration, automatic watermarking, branded workspaces, and custom agreements to enhance and expand your file sharing. Customize your Onehub Workspace to give content sharing a more professional, polished look and create your own Client Portal. Onehub’s virtual data rooms allow your business to send proprietary information to clients while keeping collaborators anonymous.Starting Price: $37.50/month -
4
Moxo
Moxo
Moxo’s service orchestration platform transforms complex B2B relationships into seamless experiences. Business processes often fragment across departments, clients, vendors, and partners, creating inefficiency and risks. Our platform streamlines these workflows—turning disjointed experiences into smooth, efficient operations that reduce costs and enhance client satisfaction. Moxo accelerates critical processes including client onboarding, document collection, and exception handling. The results: faster completion times, reduced compliance risks, and superior client experiences. Leading institutions across financial services, consulting, legal, healthcare, and real estate—including Citibank and BNP Paribas —trust Moxo to orchestrate their mission-critical business relationships. -
5
Newired
Newired
Newired empowers companies to guide users to resources and answers on virtually any web application, by making the user learn and perform on the go. We shall not forget that digital is, first and foremost, for people. -Newired makes technology and software more accessible, replacing any disconnected documentation, tutorial, or training with contextual in-place guidance and support. -Newired guides users with in-place help so they can learn by doing until they comprehend it and are comfortable with challenging content, with support that ensures process compliance in complex internal applications. -Newired can be deployed on any web-based application or website without touching the code and can be adapted to meet customers' needs.Starting Price: $ 6,480 per year -
6
Impartner PRM
Impartner
Impartner unlocks the potential of your partner ecosystem by helping you manage, optimize, and accelerate every step of the partner journey. Everything you need to transform your partners into your most strategic assets. Impartner's Partner Relationship Management (PRM) platform brings insight and manageability to your partner channel. Impartner customers see proven ROI because we help you centralize your channel data along with managing and optimizing every step of the partner journey, including generating more leads through partners with our Partner Marketing Automation (PMA) application. Impartner clients range from small and medium sized businesses to Fortune 500 companies.Starting Price: $2000.00/month -
7
Zywave’s view on technology is bigger and bolder than ever. Hear what our CEO, Jason Liu, has to say about our recent acquisition and how Zywave is driving innovation in the insurance space to help you increase efficiency and boost your bottom line. Find out how our technology puts time back in your day and allows you to focus on what’s most important – advising your customers. Using our sales management and client delivery solutions, combined with our unparalleled content offering, you can deliver an exceptional customer experience. Break the mold of the traditional benefits broker. Whether you need help with health care analytics, compliance, content, or HR, we have the solutions you need to be a trusted advisor. Become an indispensable consultant to your customers. Use our risk management, mod analysis, compliance, and content solutions to provide strategic guidance and set your agency apart.
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8
Zywave CPQ
Zywave
The Industry’s only complete, integrated solution that will transform your quoting and renewal process. Simplify complex and time-consuming processes to unlock the full growth potential of your agency. Configuring, pricing and quoting is an essential function of any insurance brokerage. For most brokers, these functions heavily rely on outdated, manual and inefficient workflows that are often error-prone and likely provide a poor customer experience. Zywave CPQ - Benefits leads the market with the most innovative solution that automates mission-critical steps of a benefits buyers’ journey. Driven by data, you are able to configure multiple benefit options which provides strategic insights for your clients. Streamline the quoting step with direct access to carrier pricing, which is supported with the ability to present professional, custom-branded proposals. Simply put, using Zywave CPQ - Benefits allows you to sell and service better than ever – ultimately fueling growth. -
9
Zywave Analytics Cloud
Zywave
Become a strategic business consultant for your clients. Help your clients evaluate their claims, workers’ compensation losses, health plans and more by using the solutions available in the Zywave Analytics Cloud. Show every partner—not just your top clients—how invested you are in their business’s success. Highlight your agency’s analytics capabilities and deliver targeted, cost-saving advice by leveraging powerful reporting and analytical tools. Reveal hidden health care costs, model potential plan design changes and deliver targeted cost-saving solutions using the powerful tools in Decision Master Warehouse + PlanAdvisor. Open your prospects’ and clients’ eyes to the impact of the mod, and identify cost drivers and trends using the sophisticated analytics in ModMaster. Discover root causes of auto, property, workers’ compensation and general liability claims with the easy-to-use reports in RALLE Warehouse. -
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Zywave Sales Cloud
Zywave
Streamline mission-critical workflows to fuel organic growth. Every agency needs a process to find and write new business, while providing the best service to renew current clients. Enable your agency with world-class technology to automate your everyday tasks, so that you can deliver superior value to your prospects and clients. Get in front of qualified leads and retain your existing clients by using technology to elevate your sales, renewals, and servicing. Enhance the entire process—all the way from prospecting to renewals—by using the game-changing tools available in the Zywave Sales Cloud. Compete on a whole new level by using our comprehensive suite of tools to generate new leads, nurture prospects and existing clients, and streamline servicing workflows. A comprehensive platform to simplify your entire sales process. Identify and market to new leads, coordinate all your communications with ease and take control of prospect meetings by delivering valuable insights. -
11
Sonant
Sonant
Sonant is an AI receptionist built exclusively for property & casualty insurance agencies, enabling them to convert routine inbound calls into real revenue without adding staff. It provides 24/7 personalized, human-like voice interactions, instantly recognizes callers, captures quote or servicing requests, schedules appointments, routes calls to agents when needed, and automatically summarizes conversations to feed into agency systems. Sonant is multilingual (even within a single call), scales concurrently across many calls, and integrates with major Agency Management Systems (AMS) like EZLynx, Momentum, QQCatalyst, HawkSoft, AMS360, AgencyZoom, Zywave, InsuredMine, and others, as well as calendars and automation tools. It’s optimized for ultra-low latency and is “tuned” for insurance workflows, with guardrails that prevent it from discussing detailed coverage. -
12
Clowder
Clowder
The #1 Association and Mobile Membership App. Our configured solution enhances your organization’s ability to connect members, employees and stakeholders where they live - on their phones. Think of Clowder as your own private social network. Connectivity when it matters most. We're helping organizations keep their communities engaged and informed amid the COVID-19 crisis. To see how our mobile apps are currently bringing members together in impactful ways. Connectivity when it matters most. We're helping organizations keep their communities engaged and informed amid the COVID-19 crisis. To see how our mobile apps are currently bringing members together in impactful ways. Driving Year-Round Engagement. Clowder apps aim to drive continuous, on-hand connectivity. Client Success Driven. No hidden fees or escalating hourly rates. Year-Round Specialists. Proven experts at year-round mobile success. Native App Experts Exclusive focus on native mobile app development. -
13
CloudRadial
Azurative
Show Your Clients What a Modern MSP Looks Like. In one single white-labeled client portal, powered with automation, provide Ticketing, Service Catalog, Reporting, vCIO/QBR Automation, Client Training, Client Communication, and a Client Intranet. Fully integrated with Office 365, ConnectWise, Autotask, Syncro or BMS. A single integrated and secure platform to run all of your client touch points. Create a seamless and automated client experience all the way from ticketing to account management. Showcase your service catalog and make it easy to work with and buy from your MSP. The information clients provide about their IT problems and the information you need to fix them are rarely the same thing. That’s why CloudRadial has fully customizable intake questions and ticket triaging. To get the info you need and get it to the right place. Your client wants to use a client portal to request service from you, but you have to give them a reason to use it.Starting Price: $195 per month -
14
Client Portal
Client Portal
Set yourself apart from your competitors by giving your customers a professional, organized client portal. Client Portal integrates with WordPress to help you manage your client projects... without the bulky project management software. Projects can get messy. No matter what kinds of projects you work on, if you work with clients you know the headache of keeping track of projects and deliverables. Most files you send will likely be emailed across. These can quickly become buried in both yours' and your clients' inbox. Maybe you need to dig out the proposal you sent 6 months ago to check the scope, or perhaps your client needs that Google doc with the draft copy that was completed weeks ago. Client Portal is a super simple, lightweight WordPress plugin that you can use on your website today to allow your clients to keep track of the project and give them access to all files at any time. No more "Can you send me our logo? I've lost it again!" requests.Starting Price: $199 per year -
15
Ahsuite
Ahsuite
One place for sharing tasks, files, passwords, presentations, and Data Studio reports. Ahsuite lets you keep all your client communication organized so nothing gets missed or lost. Your clients will appreciate the structure and professionalism, and you will be able to spend less time running your agency and more time designing, writing, and running your clients’ campaigns. No need to keep sending links over email. Easily embed Data Studio dashboards, Google Slides, and videos right in your client portals. Ahsuite tasks have everything you need to manage complex projects, checklists, templates, labels, dependencies, attachments, calendar views, and more. Decide which files require client approval, such as agreements and proofs. Custom labels and searches make organizing your files easy. Ahsuite's encrypted password manager makes it easy to share passwords with only the people who need them. Help your team keep track of who did what and when with timestamped log entries.Starting Price: $30 per month -
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Origami Connect Intranet
Sharemuch Software
The existing intranet is stale and files are all over the place. New hires don't know where to find information or who to ask for. Employee communication and updates get lost in email. There is not enough in-house capacity to look after intranet updates and improvements. Why take the risk or settle for the unknown outcome? Origami is the only SharePoint in-the-box intranet that measures ease of use with real user patterns and behaviors. You will be confident that your intranet is intuitive and easy to use before it's launched. And that's the result worth paying for. Origami templates help content owners and authors get started with beautiful pre-built designs. The result is a clean interface that includes everything your employees need to get their job done. Manage content easily. Add content and make changes safely without having to ask IT for help. Allow non-experts to maintain intranet pages while keeping them looking clean and on-brand. -
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Assembly
Assembly
Assembly is a client experience and back-office platform built for tech-enabled professional service firms such as consulting, accounting, law, real estate, marketing, and technology. It replaces scattered tools with a unified, branded client portal where businesses can connect, communicate, invoice, share files, and manage tasks from first sale to full scale. The system centralizes visibility into client relationships across the organization, powered by secure AI assistance to streamline workflows and save time. Assembly integrates easily with existing business tools via embeds, Zapier, Make, or its own flexible API and supports the creation of custom apps. Key features include secure messaging, file sharing, invoicing and billing with one-click payments, contracts and e-signatures, storefronts to productize services, forms, and task management. It is designed to deliver remarkable, modern client experiences while maintaining enterprise-grade security and HIPAA compliance.Starting Price: $39 per month -
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MyDocSafe
DocSafe
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.Starting Price: $8 per month -
19
Invotra
Invotra
Open up your organisation to a fully connected, engaged and collaborative employee experience. Great intranet design is essential for engagement, adoption and all-round success. Invotra gets out of your way and gives you the tools to implement your branding and establish your user experience. Our branding tools make adding and amending your brand assets simple. From logos to fonts and widgets to footers, it takes minutes to create a familiar feeling for users. To make a change, access administration in the workbar and do it yourself without the need for costly external resources like developers. When you’re happy with your designs; create, save and share templates with publishers to establish that all-important consistent style. Arrange where your content lives and how it looks. Widgets will keep your intranet fresh as they update whenever you publish something new.Starting Price: $5 per user per month -
20
Clustdoc
Clust Technologies
Clustdoc is a client onboarding and engagement platform that helps businesses deliver structured, professional onboarding experiences at scale. Instead of relying on back-and-forth emails, scattered documents, and manual follow-ups, Clustdoc brings every step of the onboarding journey into one organized digital workspace. Businesses can collect information, request documents, assign tasks, automate approvals, and guide clients through clear, milestone-based workflows , all in a single & secure environment. From the first interaction to full activation, clients always know what to do next. Internal teams gain real-time visibility into progress, eliminate unnecessary follow-ups, and ensure every onboarding is completed efficiently and consistently. Designed for service-based and relationship-driven organizations that care about revenue retention, compliance and customer experience.Starting Price: €190/month -
21
Zapa Client Portals
Breichbilt
Introducing Zapa Client Portals, the easy solution for managing client documents. As a CPA, gather documents faster during tax season. As an attorney, manage documents and communication in one place for more profitability. The portal allows clients to upload documents, provides a checklist of necessary documents and deadlines and gives self-service access to their files. It's secure, reliable and user-friendly. Upgrade your client management with Zapa. Try it now! Zapa Client Portals is built for small business owners such as accountants and attorneys who need a secure and efficient way to gather, organize, and share client documents. These professionals often work with sensitive financial and personal information and need a reliable solution to keep this information secure while also streamlining their workflow. The portal is designed to provide a user-friendly interface for clients to upload documents, a checklist of necessary documents and deadlines, and easy self-service access.Starting Price: $52 per month, unlimited users -
22
Broadridge Client Portal
Broadridge Financial Solutions
Work smarter every day with detailed reporting and advanced search capabilities. The Client Portal is an intuitive tool that brings all your critical information into one place, helping you simplify processes and automate tasks. Boost efficiency by using the Client Portal to access shareholder data and other important information. From accessing on-demand reports to monitoring real-time voting results, the Client Portal serves to make your life easier. The Client Portal empowers you to do your work, your way. One simple tool offers critical data, real-time and historical reports, advanced search and filtering capabilities, and client alerts. The Client Portal empowers you to do your work, your way. One simple tool offers critical data, real-time and historical reports, advanced search and filtering capabilities, and client alerts. Boost efficiency by using the Client Portal to access shareholder data and other important information. -
23
Motion.io
Motion.io
Motion.io is an all-in-one client portal and project management platform designed to streamline client work for service-based businesses. It offers loginless, white-labeled portals where clients can upload files, complete forms, track project progress, and communicate with teams without the need for account creation. Motion.io's task builder allows businesses to assign tasks that automatically remind clients to complete necessary actions, such as signing documents or submitting information. Motion.io also features electronic document signing, enabling clients to sign contracts directly within their portals. Its project tracker provides clients with clear visibility into each stage of their projects, enhancing transparency and reducing the need for status update meetings. The unified inbox consolidates all client communications, including messages and support tickets, into a single dashboard for efficient management.Starting Price: $19 per month -
24
Agency Handy
Agency Handy
Agency Handy is an all-in-one client portal software designed to streamline operations for agencies by consolidating client management, project tracking, task assignments, invoicing, payments, and communication within a single platform. Users can create detailed service catalogs with customizable packages, share them publicly or embed them on their websites, and set up tailored intake and order forms to gather necessary client information efficiently. It supports seamless client onboarding by allowing the creation of client profiles with essential information and automated email invitations for quick confirmations. Agency Handy offers robust task management features, including Kanban boards for visualizing project progress, real-time collaboration tools for team and client communication, and integrated file feedback and annotation capabilities. Financial operations are simplified through automated invoicing with support for various payment gateways.Starting Price: $49 per month -
25
Mosaicx
Mosaicx
While IVRs rely on menus and preprogrammed responses, Mosaicx IVAs understand natural language (NLU) used by customers. That lets them do more and provide a more enjoyable experience. The Mosaicx team has been innovating customer experience technology for decades. Our team listens to our clients and constantly improves Mosaicx to meet their needs. It's conversational AI personalized for both your customers and you. Mosaicx provides customer experience reports in the same console you use to manage the application. Generative AI can pull information from an index, such as company websites, employee resources, internal spreadsheets, etc. to generate answers to unexpected questions. The search is restricted to approved sources, so answers won’t include any surprises. -
26
Oroson
Oroson
The fast, visual way to impress your clients. Kill endless client email threads. Share ideas, files and feedback in one frustration-free client portal. Are you wasting time and energy switching from email to online docs, to notepads and apps - and back again? Ideas, inspiration and discussions happen all over the place. But your brilliance means nothing if your clients can't see it. Vital conversations, files and ideas get scattered across inbox-choking email chains and messy shared folders. Juggling poorly suited tools can double your workload, sap enthusiasm and kill project momentum. Who wants that? Bring deliverables and feedback together in one clear view. Unlike email and other tools, Oroson displays feedback and files side-by-side. Save hours chasing for valuable feedback. Spend more time delivering your best work instead. If you find staying on track a hassle, so do your clients. Oroson doesn't force them to add new steps or learn a bunch of tricky tools.Starting Price: £49.99 per month -
27
CastIMS
Peacock Consulting
Show your clients that their reputation is in good hands. Show government agencies that you are being proactive to issues and complaints. Show your employees your commitment to adhering to the highest standards for every client. Proving your dedication to compliance proves that you care about delivering results, with excellence, every time. And there’s no better way to prove that than with CastIMS. We’ll do more than make sure you get fully developed, reliable software – you get the experience and personal service you deserve. Compliance Requests assist with responding to consumer complaints and provide a reference for all correspondence including the number and nature of complaints. Training Reports assist with the identification of training needs and provide proof of all training. -
28
Hey,Listen!
Ursa Minor
What does the app do? Hey,Listen! allows companies to get ideas and feedback from their clients in a super easy way. The clients can leave ideas, comment on them, and like them, so the company knows which ideas are the most popular among its users. Why do you need it? You most certainly need it if you are a company that needs to quickly gather feedback from their customers/users, or find out which features/ideas are liked the most among the clients so they can be implemented first. Who is it for? Small businesses, software developers, marketers/product managers. What makes it stand out from the crowd? It's a super easy to set up tool (sign up, create a board, and send the link to your clients). We only focus on getting feedback from the clients. What's next? If the project picks up, we will be listening to our clients in what they want next :) But for now we have the roadmap view, idea search, and ideas grouping planned. -
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FeatValue
FeatValue
FeatValue is a customer portal for agencies and service providers. Thanks to its deep integration into the most popular project management systems, clients can be easily integrated into existing processes. FeatValue synchronizes the tasks and offers a review process for the client. Clients can create tasks and view the processing status. -
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Thnks
Thnks
If you want to build a stronger connection with your customers and turn them into company advocates who evangelize your brand, use Thnks to foster stronger relationships with your clients, build brand loyalty, and make your customers feel personally cared about by expressing gratitude. If you are leading a virtual user training for a customer, wow them with a power lunch for the team sent earlier in the day so that they can order in at the office and turn your presentation into a lunch and learn experience! We all make mistakes, but it’s what you do after that matters for your customers. Resolve the tricky situation with a little humor and breakfast on you by sending an ‘eggstra’ sorry sandwich. Whether it’s related to business or something exciting in your client’s personal life, Thnks has so many options for saying “congrats!”. Some of our most popular options are cocktail kits with all the ingredients to make your client’s favorite drink! -
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bCommunities
bEcosystems
bCommunities is a disruptively efficient online platform that facilitates transactions and work between teams. In the bCommunities network, each organization has their own secure and confidential environment. Your vendor won't see who your client is and they won't ever see that you have 15 other tasks in the same project where they only see one. Alternatively, you'll never see what tasks they set up to work on your request. Only when they create a Flowback task for you or they send you a task as a resource will you see it in your own account. If all your internal users are Light (all are free), then all of them will see all projects and tasks that anyone created during the Trial period or that you've received from your clients. All of our data centers and network infrastructures are designed to ensure maximum uptime with the highest server and cloud performance, best security and fastest scalability.Starting Price: $4.99 per month -
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File Request Pro
File Request Pro
Collecting electronic files from your clients is hard work. They don't have the same software. Email is messy and insecure. Use a branded upload page with drag and drop functionality to gather and organize content. Spend more time on important tasks and less time worrying about logistics and security. Easily receive digital documents, photos, and videos from clients no matter what software they use. All uploaded files go straight to your cloud storage and are collected under your client's name. No more lost files and time-consuming searches. File Request Pro connects with OneDrive, SharePoint, GoogleDrive and Google Docs. Get set up in 5 minutes. Organise personal details, bank statements and other financial documents direct in your cloud storage. Improve the customer experience and spend more time on your core competencies. Lending and mortgage. Spend more time closing deals and less time on paperwork. Quickly collect and organise bank statements, ID documents, pay slips.Starting Price: $49 per month -
33
SPP.co
SPP.co
SPP.co is an all-in-one client-portal platform purpose-built for digital service and productized agencies, bringing billing, onboarding, projects, support, CRM, forms, portals, and payments into a single branded workspace. Agencies use their customizable order and intake forms to guide clients into buying services or subscriptions online, automatically create invoices or Stripe subscriptions, and assign projects/tasks based on rules and status. The system provides a white-label portal for clients, even allowing custom branding, domain, colors, and templates, where clients can review invoices, pay, see project status, and collaborate without leaving the portal. Behind the scenes, the admin side supports team inboxes, permissions, internal & external messaging, task assignment, order history, custom statuses, and role-based views so agencies can scale workflows of 2 up to 200 staff. Extensive integrations, APIs, and webhooks enable checkout flows, subscription billing and more.Starting Price: $99 per month -
34
DeskDirector
DeskDirector
With DD Tech you can work on your ConnectWise and Autotask tickets anywhere, on any device. Fully customizable Service Catalog and superior Custom Forms to give quick and relevant first-contact support to your users. Stay connected to your users and keep providing excellent service with DD Chat. Send templated emails that allow the user to add notes to the tickets or start chats with your techs. From sharing tickets with clients to dynamic service experiences - DeskDirector can meet the needs of your MSP.Starting Price: $97 per month -
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ClientDesk
ClientDesk
ClientDesk is a branded client portal built for freelancers. Stop juggling Dropbox, email, and spreadsheets — give your clients a professional portal where they can view project status, download files, and stay informed. Features include branded portals with your logo and colors, one-click file sharing (no client signup required), magic link access (no passwords to forget), project progress tracking, and white-label options. Set up in under 5 minutes. Free forever for 1 client.Starting Price: $12/month -
36
Encompass CX
Encompass CX
At Encompass-CX, we’re offering a scalable B2B customer experience management application that collects, measures and analyzes all the touchpoints in a clients lifecycle to determine customer health. By measuring these touchpoints we provide clarity into your accounts, products, and services making it easier for you to go beyond satisfaction and power a differentiated client experience. Gain clarity into customer data with our cloud-based dashboard and allow visibility to those who need it. Increase revenue, identify cross-sell opportunities, reduce churn and turn at-risk clients into your best customers. Ensure the perception of your product and service exceeds your customers’ expectations. Encompass-CX gathers post-sale data points, service metrics, support tickets, onboarding assessments, and email exchanges in order to provide clarity into a company’s account. Measuring the client experience is an extremely powerful tool for growth in any organization. -
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Aderant Drive
Aderant
Aderant Drive enables data-rich law firm client portals that provide firms and their clients with a platform to collaborate and interact with information in a secure environment. Leveraging firm’s existing technology and the security protocols of the Office 365 ecosystem, Drive removes the technical challenges of creating and managing law firm extranets while improving client service with increased responsiveness, transparency, and value. -
38
Portal
Portal
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.Starting Price: $69 per month -
39
Unily
Unily
Unily is the employee experience platform at the heart of your digital workplace that powers better work for everyone. Across the enterprise, wherever people are and whatever they do, we connect and unite them, their productivity applications and the knowledge they need and want, together in a central, meaningful, digital experience. Key benefits of Unily: - Gives every employee a face with rich employee profiles, integrated with Azure Active Directory - Drives engagement with enterprise social networking across desktop and mobile devices - Improved productivity by centralizing access to apps and tools around the digital workplace through a personalizable menu - Empowers employees across the business to manage the intranet, with an easy to use content management system - Flexible platform which allows for simple creation and management of pages, built through a simple page, grid and widget system -
40
NexJ CRM
NexJ Systems Inc.
Each of our 6 industry-specific products are tailored to your specific vertical to help you meet your business objectives. CRM for Wealth Management - helps advisors grow assets under management by forging deep client relationships. CRM for Private Banking - helps Relationship Managers grow assets under management by solidifying client relationships. CRM for Commercial Banking - helps bankers drive upsell and cross-sell opportunities by delivering personalized service. CRM for Corporate Banking - helps business bankers drive upsell and cross-sell opportunities by connecting insights and sales teams across regions. CRM for Sales, Trading & Research - helps users maximize profit and optimize capital usage CRM for Insurance helps agents drive renewals and cross-sell opportunities. Our products can meet all of your CRM needs in a single package – this includes Sales, Service and Marketing capabilities which are tuned to your specific industry. -
41
SmartVault
SmartVault
SmartVault is the easiest and most secure way to optimize how you, your staff, and your clients gather, store, share, and eSign documents in the cloud. Streamline how you work, collaborate with clients more easily, and reduce costs — through one integrated document management and client portal solution.Starting Price: $20.00/month/user -
42
SmartConsultations
SmartConsultations
Built with the specific needs of public sector consultations in mind, SmartConsultations allows you to create consultations, manage participants, analyse and publish results easily, quickly, and securely. It offers a cost-effective solution to your public engagement needs. We’ve put you, the user at the centre of our design, working with clients to create a management system that’s feature-rich, and intuitive to learn with little or no need for training. Your consultations will be responsive and accessible by default for your participants to respond quickly and easily, allowing you to draw feedback from the widest possible range of the public. All your consultations, with their content and documentation, are accessed and managed via a single portal. Simple to use with just a web browser. Intuitive and quick to learn without training, designed for teams. -
43
eXo Platform
eXo Platform
eXo Platform is an open-source digital workplace solutions for growing teams and enterprises, featuring: ✅ Internal Communications ✅ Team Collaboration ✅ Knowledge Management ✅ Productivity and Employee Recognition use cases. eXo stands out by: 👍 its fluid and integrated employe experience, on desktop and mobile 👍 the platform’s ease of use 👍 innovative employee engagement features. eXo Platform is developed on open-source technology and supports open standards. The platform is extensible and interoperable, all services are exposed REST APIs. The platform also offers additional security capabilities, developed in collaboration with highly sensitive clients. With eXo Platform, companies can connect, engage and reward their employees, customers, and partners with its social, engagement and gamification capabilities.Starting Price: $3.00/user/month -
44
SendJim
SendJim
Get new customers and keep them for life. Now offering ever door direct mail services through SendJim. Maximize your existing clients and make them raving fans. Hyper-target your audience to get the leads you want. Create long-lasting relationships with your clients to turn them into higher ticket sales. Checklist to identify which stage your business is in. Identifies KPIs and systems needed for each business stage. Outlines how to get your business to the next stage.Starting Price: $97.00/month -
45
Online Appointment Manager
AppointmentQuest
Take control of your appointments and schedules, manage calendars, create custom forms, and accept online payments from your customers with easy to use hosted online appointment scheduler from AppointmentQuest! AppointmentQuest is your ultimate online appointment booking service, designed to deliver the most delightful appointment scheduling experience. Of course, we do more than just make it simpler to turn missed calls into customers (patients, students, clients). We’ve developed a robust suite of appointment scheduling tools to help you provide the best customer service experience when it comes to appointments. AppointmentQuest was designed from the ground up to make appointment management simpler and easier, while delivering seamless scheduling experience to your customers. After all, no business can thrive without happy customers who come back time and again.Starting Price: $6.59 per month -
46
Breach Secure Now
Breach Secure Now!
Cybersecurity & HIPAA Compliance Training made easy for Managed Service Providers to automate, support, and empower employees to become the superhuman firewall that every business needs. With our automated, ongoing training programs, we give MSPs the tools and data they want, and their customers the instant insight they crave with our easy-to-understand Employee Secure Score (ESS). The Breach Prevention Platform (BPP) Subscription is a per client upgrade that provides continuous weekly micro training, simulated phishing attacks, security policies, a security risk assessment and our Employee Vulnerability Assessment (EVA). EVA helps clients identify which employees will cause the next data breach and allows them to take actions to lower the risk of data breaches. -
47
Stacker
Stacker
Build custom software that empowers your partners, teammates and customers. Instantly create apps powered by your data. Allow customers, clients and partners to self-serve through a branded portal. Build it yourself, whatever you can imagine. Easily create powerful software interfaces for your business's data in minutes, without needing developers. Software that you control, not the other way around. Off-the-shelf software doesn't fit your business. It doesn't fit anyone. Gain unprecedented access control over who can view and edit your data, with customizability that scales with your business. Share your data with whoever needs it. Collaborate with colleagues, connect multiple data sources, and share your apps with teammates, customers, and partners.Starting Price: $79 per month -
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PortalsXpress
PortalsXpress
PortalsXpress allows you to share documents securely with your clients and field offices. Your clients view and edit documents under their portal, which is branded with your company's name and colors. Quickly share documents by printing with our direct-to-portal PDF printer driver. Just print from your favorite application, select a client and the document is available. Padlocks provide a powerful and intuitive way to secure documents. Keep documents for your accounting department and CEO secured for their eyes only with our Padlocks. Ever have a document that is hard to find? Think about that across your entire organization. Get search features for your entire portal using our Secure Document Search Engine. Secure document search will never show a document unless you have permission to view it - Padlocks and secure document search work together.Starting Price: $311.40 per year -
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Kordon
Kordon
Kordon is a modern GRC platform built to take the pain out of audits and compliance management. Instead of scattered spreadsheets and endless reminders, Kordon brings all of your risks, assets, controls, and vendors into one connected system. The platform is designed to give security leaders real-time visibility into their compliance posture, helping them reduce audit preparation time and focus on improving security rather than chasing documents. With intuitive workflows, role-based access, and support for leading frameworks like ISO 27001 and SOC 2, Kordon makes it simple to demonstrate compliance and stay audit-ready year-round. Whether deployed on-premises or in the cloud, Kordon provides a secure, flexible solution that grows with your organization’s needs.Starting Price: 799€/month -
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Mvine
Mvine
Providing your client with a highly personalized and secure mobile app requires integration with on premise and in-cloud systems. To be successful you must overcome the challenges of single-sign on, federated user profile management, automated context provisioning and Seamless multiple API integration - all happening in near-real time. Mvine has both the technology and expertise to build mobile applications that integrate with a range of directory services, location services and systems of record to create highly personalized customer experiences. The highly sophisticated context provisioning engine operates in near-real time, allowing for experiences based on where customers are, what is known about them and what they are doing.
