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What is PoseidonCM?

PoseidonCM is an innovative cloud-based platform designed for comprehensive contract management, utilizing cutting-edge technology to streamline processes throughout your organization. Begin with a small implementation and expand as needed, tailoring the platform to fit your specific workflows or utilizing its readily available features. With reminders and alerts, you can ensure you never overlook a renewal or deadline again. The system allows for customizable user permissions, enabling restricted access for different groups to either view or edit contracts based on type. Additionally, users can design personalized dashboards and generate reports to meet their unique needs. The platform supports various record types and list views, enabling tracking of user-defined fields pertinent to each contract. Workflows and approval processes can be structured to be either automated or manually configured, providing flexibility in management. Users have access to multiple search functionalities, whether within specific fields or across entire documents. Intake forms are designed to capture the necessary information consistently from both internal and external sources. The platform also facilitates contract creation, redlining, version management, a clause library, and electronic signature capabilities, making the entire contract lifecycle efficient and organized. Overall, PoseidonCM enhances collaboration and transparency in contract management, empowering teams to work more effectively together.

What is Carizma First?

Carizma First allows for the quick and effortless creation of recurring documents such as contracts, rental agreements, quotes, and invoices, catering to users of all skill levels. The platform not only assesses the risks tied to each document but also initiates essential workflows for review and approval, thus ensuring compliance and effective risk management while upholding accuracy and efficiency. By employing a straightforward questionnaire, it ensures the correct template is chosen and all pertinent data and parameters are included. Documents are automatically generated based on responses from the questionnaire and other sources, like SAP. Users can also upload attachments directly through the questionnaire, which are easily incorporated into the final document. This efficient process significantly boosts productivity, enabling organizations to manage their documentation needs with greater ease. Additionally, the intelligent risk assessment feature of Carizma First adds an important layer of security by preemptively addressing potential issues prior to document finalization, ensuring a higher level of confidence in the outcomes. As a result, organizations can focus more on their core activities without the burden of documentation challenges.

Media

Media

Integrations Supported

Microsoft 365
Oracle APEX
QuickBooks Online
Sage 100
Salesforce

Integrations Supported

Microsoft 365
Oracle APEX
QuickBooks Online
Sage 100
Salesforce

API Availability

Has API

API Availability

Has API

Pricing Information

$99.00/month/user
Free Trial Offered?
Free Version

Pricing Information

$400 one-time payment
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

Trident Contract Management

Date Founded

2003

Company Location

United States

Company Website

www.poseidoncm.com

Company Facts

Organization Name

Axicos

Company Location

Switzerland

Company Website

www.axicos.com/benefits/secure

Categories and Features

Compliance

Archiving & Retention
Artificial Intelligence (AI)
Audit Management
Compliance Tracking
Controls Testing
Environmental Compliance
FDA Compliance
HIPAA Compliance
ISO Compliance
Incident Management
OSHA Compliance
Risk Management
Sarbanes-Oxley Compliance
Surveys & Feedback
Version Control
Workflow / Process Automation

Contract Management

Buy Side (Suppliers)
Completion Tracking
Compliance Tracking
Contract Lifecycle Management
Electronic Signature
Full Text Search
Government Contracts
Pre-built Templates
Sell Side (Customers)
Specialty Contracts
Version Control
Workflow Management

Legal Document Management

Access Controls
Archiving & Retention
Collaboration
Contract Management
Document Assembly
Document Indexing
Document Tagging
Full Text Search
Version Control

Vendor Management

Audit Management
Contact Management
Customer Database
Self Service Portal
Supplier Master Data
Transaction History
Vendor Maintained Profiles
Vendor Managed Inventory
Vendor Performance Rating
Vendor Qualification Tracking

Categories and Features

Document Generation

Batch Processing
Collaboration
Digital Signature
Interaction Tracking
Multiple Output Formats
Templates

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