Medrio vs. Cloudbyz CTMS

onPhase is an all-in-one financial automation platform designed to simplify the back-office processes of businesses. It enables organizations to automate their invoice processing, payment collections, approvals, and document management with ease. Through AI-driven workflows, onPhase ensures that invoices are captured and routed swiftly, while offering 2-way, 3-way, or 4-way matching for better financial accuracy and control. The platform’s document management system securely stores contracts, W-9s, and other financial records, ensuring that they remain compliant and easy to access. With its seamless integration with top ERP systems like NetSuite, SAP, and Microsoft Dynamics, onPhase allows real-time data syncing without the need for manual re-entry, enhancing efficiency and eliminating data discrepancies. Businesses using onPhase can also benefit from customizable workflows and better visibility into their financial processes, making it easier to manage and track approvals. The platform’s AI-driven features ensure that businesses are operating at peak performance, with more time to focus on high-value tasks.

UnForm offers a robust solution for enterprise document management and process automation, allowing for seamless integration with any application. Our platform-independent and fully browser-based solutions empower users to create, deliver, capture, index, route, and store documents efficiently, enabling easy access to the entire transaction life cycle through a single search. With advanced data extraction and workflow functionalities, we facilitate the automation of processes that require intensive data entry. For those utilizing cloud-based ERP systems or seeking a solution that eliminates the need for hardware management, UnForm.Cloud serves as an ideal hosting service for UnForm Document Management. The implementation process for UnForm has never been simpler, especially with the reliable backing of a well-established hosting vendor like Oracle, which guarantees the safety and security of your data through meticulously managed data centers and cross-region backups. This ensures that you can consistently access your information whenever necessary, providing an additional layer of reliability for your document management needs.

Square 9's advanced AI-driven platform revolutionizes information management by eliminating the need for paper, streamlining tasks with automated digital workflows that enhance productivity. It simplifies operations by capturing data from scanned documents or PDFs, organizing files in an easily searchable database, and creating digital replicas of existing processes using visual workflow designs. This innovative approach not only saves time but also increases efficiency in everyday tasks.

Your data warehouse serves as the definitive source of truth for customer information. Hightouch facilitates the transfer of this data to the essential tools your business utilizes. This integration ensures that your sales, marketing, customer success, and customer service teams can gain a comprehensive 360-degree perspective of each customer through the platforms they trust. By removing the hassle of repetitive data requests, Hightouch transforms data warehouses into actionable insights. Enhanced data can significantly propel growth, allowing for personalized marketing strategies across diverse channels like email, push notifications, advertisements, and social media. With Hightouch, you won't have to depend on engineering resources to make continuous improvements. Optimized data can lead to increased revenue streams, enabling you to target potential leads with tailored Product Qualified Lead (PQL) or Marketing Qualified Lead (MQL) models. A singular customer view can be effectively integrated with your CRM, ensuring that better data contributes to reducing churn rates. Your customer success CRMs should reflect a thorough understanding of your clientele, utilizing customer data to pinpoint those at risk of disengagement. Every piece of information resides within your data warehouse, and while analytics is an important starting point, Hightouch elevates it by enabling you to leverage SQL for seamless data synchronization across any SaaS platform. This operational capability allows your teams to make data-driven decisions in real time, enhancing overall business performance.

Craft messages that captivate your customers and prompt them to take action. Attentive's AI-driven SMS and Email solution empowers retailers and e-commerce entrepreneurs to effectively engage their audience, generating billions in revenue. Our platform is designed to enhance your marketing strategy by enabling you to pinpoint the right audience, assess key performance indicators, and refine your overall marketing efforts. With over 100 adaptable integrations, you can effortlessly connect with the rest of your marketing ecosystem. We collaborate with top-tier companies in sectors such as retail and e-commerce, food and beverages, as well as media and entertainment. Attentive's AI-enhanced SMS and Email platform can potentially double your return on investment within just a few months. Don't miss the opportunity to discover more about our 30-day free trial, which allows you to experience the benefits firsthand.

Houzz Pro stands out as a premier construction management platform tailored for residential contractors and designers. It offers a comprehensive solution that addresses the complete customer journey, encompassing marketing, customer relationship management, and a variety of functionalities like estimates, takeoffs, 3D floor plans, project management, selections, online invoicing, payments, QuickBooks integration, and a client portal. By initiating a free trial, users can discover why so many professionals rely on Houzz Pro to enhance and oversee their operations. With pricing beginning at $149 per month, it provides valuable tools suitable for businesses of any scale, ensuring they can thrive in a competitive market.

Simplify the management of your event calendar and registration for both your customers and your team. Trumba presents a versatile and customizable event calendar solution that is favored by educational institutions, healthcare providers, government agencies, and various organizations around the globe. As a HIPAA-compliant option for hospitals and healthcare entities, Trumba is prepared to enter into a Business Associate Agreement (BAA) with covered organizations. You can easily embed Trumba calendars on your website or use fully-hosted pages that align with your brand's online identity, making it convenient for attendees to discover events, subscribe to calendars, register, make payments, and receive updates. Moreover, Trumba can seamlessly integrate with other calendar systems, creating a streamlined experience for your users while enhancing internal workflows. Customers of Trumba consistently praise the effectiveness of our implementation services and the quality of our ongoing customer support. Additionally, a 30-day free trial and/or online demo are readily available upon request (no credit card required), allowing potential users to experience the platform risk-free.

Time To Pet is relied upon by over 2,000 pet care businesses worldwide, along with numerous pet sitters and dog walkers. Beyond standard offerings like integrated scheduling, billing, and online payment options, Time To Pet provides an array of advanced features, including tailored mobile applications for both clients and staff, GPS tracking, text messaging capabilities, and Quickbooks integration. Additionally, we assist pet owners in expanding their enterprises through valuable content, email courses, and e-books. Our Local Pet Care Marketplace serves as a bridge between pet parents and skilled pet care professionals. Time To Pet stands out as the premier software solution for pet sitting and dog walking needs. Don't miss out—register today to start your free trial and discover how we can help you thrive!

SiteKiosk Online offers a comprehensive and secure software solution for kiosks and digital signage that is compatible with both Windows and Android platforms. Their user-friendly and scalable application, SiteKiosk, safeguards the browser and operating system from unauthorized changes while ensuring continuous maintenance-free functionality around the clock. This service not only enhances security but also simplifies the management of digital displays.

DoctorConnect stands as a reputable innovator in patient engagement solutions, having dedicated over 25 years to enhancing the healthcare landscape. We assist medical practices, regardless of size, in optimizing communication, automating everyday tasks, and elevating the patient experience. From independent doctors to extensive health organizations, numerous providers across the country depend on our adaptable tools to lighten administrative workloads, minimize missed appointments, and boost revenue streams. Our platform is crafted to align with real-world healthcare needs—offering scalability, user-friendliness, and seamless integration with a multitude of EMR and Practice Management (PM) systems. Whether your goal is to update appointment scheduling, automate patient reminders, or gather meaningful feedback, DoctorConnect delivers a comprehensive solution that caters to your specific workflow. Focusing on adaptability and tangible outcomes, we enable clinics to conserve time, improve patient satisfaction, and enhance operational efficiency while ensuring that current systems remain undisturbed. Our commitment to innovation continues to propel us as a partner in the ongoing evolution of healthcare delivery.