Ratings and Reviews 2 Ratings
Ratings and Reviews 0 Ratings
Alternatives to Consider
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EurekosWhile learning management systems are effective for employee training, they frequently overlook the specific requirements of educating customers and partners, along with the needs of customers' clients and partners. Eurekos stands out as a premier customer education expert in Europe, providing cutting-edge training software designed for both businesses and non-profits seeking external training, certification, or accreditation. The platform offers a comprehensive suite of tools that facilitate training across all stages of the customer journey, from pre-sale engagement to onboarding and beyond. With features that support rapid onboarding, sophisticated certification processes, eCommerce capabilities, unlimited brand portals, intricate organizational structures, and integrated content development, Eurekos prioritizes the highest standards of privacy and security, adhering to ISO/IEC 27001 and 27701 certifications. The company is dedicated to consistently enhancing its software, ensuring that clients have access to the most up-to-date features available in the learning management system market, keeping them competitive and efficient in their training efforts. As a result, Eurekos not only meets but exceeds the evolving demands of customer education.
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EasySendEasySend provides a powerful, no-code platform for businesses to transform traditional customer journeys into digital experiences. Whether onboarding new clients or handling claims, loans, and quotes, EasySend enables companies to collect and manage customer data with ease. Its user-friendly tools allow for automated workflows, customizable forms, and integrated e-signatures, all within a secure, compliant framework. Serving industries like insurance, healthcare, and finance, EasySend accelerates digital transformation while ensuring privacy and security. With rapid deployment and dedicated support, it helps businesses deliver seamless customer experiences from start to finish.
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Process StreetProcess Street is the Compliance Operations Platform that helps fast-moving teams in regulated industries enforce standards, automate execution, and prove compliance with confidence. It brings document control, workflow automation, and real-time oversight into one unified platform so policies are not just written, they are followed and verified. With Process Street, teams can create version-controlled SOPs and policies using Pages, link them directly to automated workflows, and ensure every task, approval, and data point is tracked with audit-ready logs. Cora, the AI compliance agent, monitors execution in real time, flags issues, and recommends improvements, turning manual oversight into continuous control. Whether you need to onboard employees, prepare for audits, manage policy changes, or enforce vendor compliance, Process Street gives you the tools to do it faster and without the risk of missed steps or tribal execution. Automate form collection, task assignments, escalations, and approvals with no code. Keep teams aligned, even as you scale. Used across financial services, real estate, healthcare, and manufacturing, Process Street supports compliance with standards like ISO 9001, SOC 2, SOX, HIPAA, and FDA CFR Part 11. Thousands of teams at companies like Salesforce, Colliers, Hartford Healthcare, and Drift use Process Street to reduce audit prep time, streamline training, and build systems that run without micromanagement. Every workflow is structured. Every policy is enforced. Every action is proven. With native integrations, role-based access, automated evidence capture, and AI-powered insights, Process Street replaces checklists, spreadsheets, and siloed tools with a closed-loop system of control. If you run high-stakes processes and need to stay compliant without slowing down, Process Street is built for you.
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VeriamVeriam combines access and subscription management into one secure platform, aimed at streamlining operations, minimizing administrative efforts, and enhancing security measures. It simplifies the entire process, from onboarding to offboarding, allowing for efficient management of access permissions and subscription plans for customers, partners, and employees—all in a centralized location. With Veriam's real-time capabilities, access permissions and subscription modifications occur instantaneously. Whenever subscriptions are renewed, upgraded, or altered, the corresponding access is automatically adjusted, ensuring that customers experience seamless access without any delays. This synchronization reduces the number of support queries and significantly enhances customer satisfaction. Users benefit from a single login that grants them access to products, subscriptions, and data across any organization utilizing Veriam. This eliminates the hassle of managing multiple logins or passwords, providing a consistent and user-friendly experience with each login attempt. Veriam also empowers users with self-service options, enabling them to modify their own subscriptions, manage access rights, and update profile information independently. This feature alleviates the burden on support teams while granting users greater autonomy over their accounts. Designed with a strong emphasis on security and compliance, Veriam adheres to industry standards, ensuring that customer data is handled with the utmost care and protection. Additionally, the platform's user-friendly interface makes it easy for anyone to navigate, regardless of their technical skills. Experience the advantages of Veriam today!
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AuthologicMeet Authologic, the identity workflow platform designed for secure, globally compliant digital operations. We centralize access to every major identity verification method—including digital wallets, bank IDs, biometrics, and government records—via one powerful interface. For global organizations, this means rapid, compliant user acquisition while minimizing regulatory risk (KYC/KYB/AML). Our platform manages over 50 methods in 200+ countries, using intelligent automation to guarantee consistent verification across markets, eliminating the need to re-engineer core onboarding logic. Fully compliant with standards like eIDAS 2.0 and secured with ISO certifications, Authologic (a Y Combinator alum) is the strategic backbone for future-proof digital identity.
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PipefyPipefy serves as a business process management platform enhanced by AI, allowing organizations to conserve IT resources while enabling business teams to independently create and implement up to 85% of their workflows across various departments, including HR, IT, Finance, Marketing, and Sales. With a user-friendly interface, users can effortlessly construct, monitor, automate, and oversee any tailored workflow, regardless of its complexity, without requiring any technical expertise. The no-code BPM software from Pipefy offers a comprehensive end-to-end operation that significantly boosts team productivity, as well as enhances control and visibility throughout the entire process from initiation to completion. By facilitating quicker deployment, reducing implementation costs, and simplifying process complexity alongside preventing costly stack sprawl, Pipefy integrates a robust security suite and offers out-of-the-box connections to over 300 applications and systems, including seamless HTTP/HTTPS integration for broader connectivity. This comprehensive approach not only streamlines operations but also empowers teams to focus on higher-value tasks by minimizing technical barriers.
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AxeroNumerous organizations and countless team members rely on Axero's intranet software for effective communication, collaboration on projects, task and event management, content organization, and fostering their workplace culture. This platform has become essential for enhancing productivity and engagement within the workplace.
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MoeGoMoeGo pet business software is your all-in-one digital command center for grooming shops, mobile vans, daycare centers, and pet care franchises. Say goodbye to switching between apps—MoeGo brings scheduling, payments, marketing, communications, and staff management together in one seamless system. It increases revenue with smart automation, cuts down on missed appointments, and helps you scale with confidence. Featuring a built-in POS, client CRM, and real-time analytics, MoeGo supports over 10,000 pet care businesses with full mobile functionality, easy setup, and always-on customer support.
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PayHOAPayHOA offers software solutions designed specifically for self-managed homeowners associations (HOAs) and condominium associations (COAs). We ensure a seamless start with complimentary onboarding, unlimited support at no cost, a trial period of 30 days, and the freedom of no contractual obligations. Our comprehensive range of services encompasses invoicing, payment processing, complete accounting, management of documents, tracking violations, handling requests, and communication options through text, email, and direct mail, along with lockbox services, customer relationship management (CRM), website creation, and additional features to meet various needs. Additionally, our platform is tailored to enhance the overall efficiency and organization of community management.
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CanopyCanopy offers a cloud-based practice management solution designed specifically for accountants. With its comprehensive set of features, you can enhance your firm’s efficiency while fostering better connections with clients. This platform encompasses essential tools such as workflow management, document organization, billing and payment processing, a powerful customer relationship management system, a secure portal for clients, and automated solutions for handling post-filing challenges like IRS notices. By integrating these capabilities, Canopy not only simplifies operations but also helps in maintaining a high level of client service.
What is Clustdoc?
Clustdoc stands out as a premier software solution for client onboarding and verification, designed to assist small to medium-sized businesses and corporate teams in optimizing and organizing their interactions with new clients. By utilizing Clustdoc, you can automate the onboarding journey while efficiently managing essential documents, files, contracts, and comprehensive information as part of your customer or administrative onboarding workflows, enhancing the overall client intake experience. This streamlined approach not only saves time but also ensures a smoother transition for both the clients and the teams involved.
What is Canyou?
Canyou is an Australian-based platform that focuses on streamlining small business operations through the automation of processes, thereby improving both workflow communication and overall efficiency. The platform enables organizations to consolidate and oversee a diverse range of documents, forms, licenses, and certificates in one central hub while ensuring smooth integration with existing software tools. Among its notable functionalities are the support for both government and customized forms, efficient document collection, e-signature capabilities, identity verification processes, tracking of licenses and certifications, and maintaining data synchronization. Canyou is designed to work seamlessly with popular systems such as Xero, MYOB, and Deputy, allowing businesses to continue using their established payroll and time-tracking mechanisms without any disruptions. By automating the collection and synchronization of crucial business information, the platform converts traditional paper-based practices into digital solutions, which helps keep compliance documents current and mitigates risks associated with regulatory adherence. Furthermore, it offers intelligent templates for a variety of essential tasks such as employee and client onboarding, identity verification for clients, supplier integration, team training, and much more, significantly streamlining operational workflows. This comprehensive strategy not only boosts productivity but also fosters a more organized and efficient work environment for teams, ultimately leading to improved collaboration and task management. Through its innovative features, Canyou paves the way for small businesses to thrive in a digital-first world.
Integrations Supported
CloudPayroll
Deputy
Dropbox
Google Drive
Integrately
MYOB
Pabbly Connect
Quickwork
Slack
Wufoo
Integrations Supported
CloudPayroll
Deputy
Dropbox
Google Drive
Integrately
MYOB
Pabbly Connect
Quickwork
Slack
Wufoo
API Availability
Has API
API Availability
Has API
Pricing Information
€100.00/month
Free Trial Offered?
Free Version
Pricing Information
$30 per month
Free Trial Offered?
Free Version
Supported Platforms
SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux
Supported Platforms
SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux
Customer Service / Support
Standard Support
24 Hour Support
Web-Based Support
Customer Service / Support
Standard Support
24 Hour Support
Web-Based Support
Training Options
Documentation Hub
Webinars
Online Training
On-Site Training
Training Options
Documentation Hub
Webinars
Online Training
On-Site Training
Company Facts
Organization Name
Clust Technologies
Date Founded
2019
Company Location
France
Company Website
clustdoc.com
Company Facts
Organization Name
Canyou
Date Founded
2020
Company Location
Australia
Company Website
canyou.com.au
Categories and Features
Portal
Chat
Collaboration
Content Management
Document Management
File Sharing
Search
Categories and Features
Forms Automation
Approval Process Control
Archiving & Retention
Collaboration
Document Indexing
Drag & Drop
Full Text Search
Remote Document Access
Rules-Based Workflow
Text Editing
Version Control
Onboarding
Course Management
Document Management
E-Verify / I-9 Forms
Electronic Forms
Electronic Signature
Employee Handbook
Employee Portal
File Management
Job Description Management
Orientation Management
Self Service Portal
Task Management
Tax Forms
Training Management