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Ratings and Reviews 0 Ratings
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What is Decisions?
Decisions offers a smooth integration with the Office 365 tools that you regularly use. All materials are kept securely within your organization's Office 365 framework, in line with established security measures. We emphasize customer privacy and do not keep any data. Our platform is designed to support compliance with single sign-on features and enhanced security protocols, including Azure Multi-Factor Authentication and Azure Information Protection. You can easily generate a professional meeting agenda through Teams or Outlook. Attendees have the capability to upload files, suggest discussion points, ask questions, and give input. Moreover, you can invite external guests to participate as presenters, contributors, or attendees, with the option to assign them to particular topics or the entire meeting. The agenda, along with any attached documents, can be conveniently compiled into a single PDF for distribution to attendees. Additionally, merging the agenda into a Word or OneNote template can be done with a single click, which streamlines the process of recording meeting minutes. A visual tool aids in tracking agenda items according to their scheduled times, ensuring meetings stay on track. The Speak Now feature within Teams helps maintain an orderly list of speakers, allowing for interjections and break requests during discussions. This holistic approach significantly boosts collaboration and efficiency in your meeting workflows, leading to more productive outcomes. By using Decisions, you can transform the way your team interacts and communicates during meetings.
What is ClientLogix?
An all-encompassing solution is crafted to thoroughly tackle the distinct differences found in relationships, distribution channels, stakeholders, and intermediaries across various industries. This unified platform facilitates quick retrieval of all pertinent information related to clients, prospects, and third parties, while also streamlining the establishment and oversight of portfolios through a two-way connection to several portfolio accounting systems and flexible imports from sponsor platforms. In addition, an anticipatory CRM system and document storage allow for straightforward access to vital updates without needing to leave Outlook, which empowers users to efficiently arrange meetings, jot down notes during conversations, and monitor reminders and historical information. Moreover, user participation dramatically improves when individuals can personalize the interface to match their preferences, whether in a workplace environment or on their mobile devices. Additionally, understanding social interactions is essential in fostering stronger client relationships and generating referrals, which are key components for the sustained prosperity of the business. This comprehensive approach not only enhances operational efficiency but also positions the business for future growth and adaptability in a dynamic market.
Integrations Supported
Azure Marketplace
Documaster
Microsoft 365
Microsoft Excel
Microsoft OneNote
Microsoft Outlook
Microsoft SharePoint
Microsoft Teams
Microsoft Word
Integrations Supported
Azure Marketplace
Documaster
Microsoft 365
Microsoft Excel
Microsoft OneNote
Microsoft Outlook
Microsoft SharePoint
Microsoft Teams
Microsoft Word
API Availability
Has API
API Availability
Has API
Pricing Information
Pricing not provided.
Free Trial Offered?
Free Version
Pricing Information
Pricing not provided.
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
Decisions
Date Founded
2016
Company Location
Norway
Company Website
www.meetingdecisions.com
Company Facts
Organization Name
UNAPEN
Date Founded
1991
Company Location
United States
Company Website
unapen.com
Categories and Features
Board Management
Agenda Time Management
Approval Process Management
Board Assessment
Calendar Management
Collaboration
D&O Questionnaires
Document Management
Electronic Signature
For Nonprofits
Member Directory
Minutes Management
Polls / Voting
Role-Based Permissions
Roles and Terms
Single Sign On
Skills Tracking
Meeting
Action Item Tracking
Agenda Management
Attendee Management
Board Meetings
Committee Meetings
Internal Meetings
Invitation Management
Legislative Meetings
Materials Management
Meeting Feedback
Meeting Preparation Tools
Meeting Room Booking
Minutes Management
Post-Meeting Tools
Scheduling
Travel Management
Voting Management
Categories and Features
CRM
Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management