PwC Resolution Queue vs. MeridianLink Collect

WaitWell is built to reduce wait times and service friction in high-volume environments. The platform enables organizations to coordinate appointments and walk-in traffic through a secure, scalable system. Customers can engage through QR codes, SMS, web links, kiosks, or by chatting with Waillo, an AI agent native to WaitWell that answers questions in natural language, explains available services, and routes customers into the correct line or appointment path. Customers receive live queue updates and AI-powered wait time forecasts that set clear expectations before arrival. WaitWell includes strong real-time reporting and operational visibility. Waillo Insights builds on this foundation by enabling managers to ask plain-language questions of their data, helping them identify trends, uncover bottlenecks, and refine staffing decisions. With integrated payments, an extensive API library, and HIPAA and SOC 2 compliance, WaitWell provides a flexible foundation for efficient, reliable service delivery across one or many locations.

Canopy 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.

Zoom Phone is an AI-powered business communications platform that provides cloud-based Voice over Internet Protocol (VoIP) calling, messaging, and phone system management for organizations. The software replaces or supplements traditional business telephone infrastructure with internet-based calling accessible through desktop applications, mobile devices, and compatible desk phones. Its unified communications environment connects business calling with Zoom Meetings, Zoom Chat, SMS messaging, and online fax capabilities. Call management features include automated receptionists, interactive voice response menus, call forwarding, call transfers, shared line groups, call queues, and configurable routing policies. Administrators can assign phone numbers, configure business hours, manage devices, establish user permissions, and monitor communication activity through a centralized management portal. Zoom Phone provides voicemail transcription, call recording, searchable call histories, and reporting tools for reviewing communication performance. Its built-in AI capabilities generate post-call summaries, identify discussion highlights, extract action items, and prioritize important voicemail messages. ZoomMate provides contextual assistance during conversations and helps users prepare for calls, retrieve relevant information, and automate follow-up activities. Zoom Virtual Agent Receptionist offers optional AI-powered call answering that can respond to customer questions, schedule appointments, communicate in multiple languages, and transfer callers with conversation context. The platform also supports outbound calling workflows through Zoom Auto Dialer and integrates with Zoom Revenue Accelerator for conversation intelligence and sales coaching. Zoom Phone provides integrations with Salesforce, Microsoft, Google, and other enterprise systems, along with developer APIs, call quality dashboards, security controls, and international calling options.

Maintenance Care is a comprehensive, cloud-hosted solution for facilities maintenance management that enables organizations, regardless of size, to efficiently oversee work orders, assets, and preventive maintenance tasks from any device. The platform offers a mobile CMMS, which simplifies the processes of task execution and monitoring, whether on-site or remotely. This CMMS is equipped with an array of user-friendly yet powerful features, such as asset tracking, inventory and parts management, customizable dashboards, detailed reporting, document storage, and integrations with third-party applications. Its preventive scheduling capabilities are particularly beneficial for managing ongoing tasks and preparing for larger projects, ensuring that maintenance work is timely and organized. Moreover, Maintenance Care’s document storage functionality permits users to attach essential documents, including MSDS sheets, training materials, and safety protocols, directly to their tasks. The asset management module within the CMMS offers comprehensive information about equipment, including purchase details, manufacturing data, technical specifications, warranty statuses, and repair histories. With all paid plans allowing for unlimited users, organizations can avoid additional costs associated with extra seats. Furthermore, these cost-effective plans are designed to be intuitive, enabling users to quickly learn and utilize the more advanced features available. This flexibility and accessibility make Maintenance Care an attractive option for organizations looking to enhance their maintenance management processes.

ActiveBatch, developed by Redwood, serves as a comprehensive workload automation platform that effectively integrates and automates operations across essential systems such as Informatica, SAP, Oracle, and Microsoft. With features like a low-code Super REST API adapter, an intuitive drag-and-drop workflow designer, and over 100 pre-built job steps and connectors, it is suitable for on-premises, cloud, or hybrid environments. Users can easily oversee their processes and gain insights through real-time monitoring and tailored alerts sent via email or SMS, ensuring that service level agreements (SLAs) are consistently met. The platform offers exceptional scalability through Managed Smart Queues, which optimize resource allocation for high-volume workloads while minimizing overall process completion times. ActiveBatch is certified with ISO 27001 and SOC 2, Type II, employs encrypted connections, and is subject to regular evaluations by third-party testers. Additionally, users enjoy the advantages of continuous updates alongside dedicated support from our Customer Success team, who provide 24/7 assistance and on-demand training, thereby facilitating their journey to success and operational excellence. With such robust features and support, ActiveBatch significantly empowers organizations to enhance their automation capabilities.

Admin By Request EPM lets users elevate only what a task needs, without keeping local admin rights switched on permanently. For longer work there's a time-limited Admin Session, and for a one-off there's Run As Admin, which elevates a single application and nothing else. Approvals go through the portal, mobile app, or API, and software you already trust can be waved through automatically with pre-approval and AI and Machine Learning auto-approval. Because privileges are set per user or group, a developer, an office worker, and an outside contractor each get an approach that suits them. It covers Windows, macOS, and Linux, comes with auditing and inventory as standard, and needs no extra infrastructure to run.

AssetSonar is a comprehensive IT asset management platform that provides real-time visibility into your entire digital infrastructure. Track and optimize hardware, software, and license management to reduce risks, control IT spend, and improve compliance. AssetSonar is an IT asset management and IT service management platform that provides real-time visibility across your entire digital infrastructure. With native ITSM capabilities, AssetSonar helps track and optimize hardware, software, licenses, and service workflows, reducing risks, controlling IT expenditures, and enhancing compliance. The platform features real-time asset context via its IT Graph, which links tickets, assets, software, and users, enabling faster issue resolution and improved decision-making. With integrated patch management, software governance, and automated workflows, AssetSonar streamlines IT operations, enhances service delivery, and supports more efficient offboarding processes. Key Features & Benefits: - Hardware Asset Management: Track laptops, servers, and mobile devices; automate check-in/check-out and maintenance. - Software Asset Management: Discover and catalog software across environments; identify unused or redundant licenses. - Real-Time IT Discovery: Pull asset data from Azure AD, MDM tools, and discovery agents into a unified dashboard. - License Compliance: Monitor license usage and renewals; stay audit-ready with standardized, accurate data. - Cost Optimization: Eliminate underutilized licenses, reduce software sprawl, and improve procurement decisions. - Security & Risk Management: Detect shadow IT, ensure secure device handling, and meet compliance requirements like SOC 2 and HIPAA. - Seamless Integrations: Works with leading ITSM and endpoint management tools for efficient workflow automation. - IT Service Management: Manage tickets faster and better with AssetSonar's native ITSM functionalities.

JAMS is an automation orchestration and job scheduling solution that runs, monitors, and manages critical IT processes from a single console, from simple batch jobs to complex, cross-platform workflows. JAMS automates jobs across Windows, Linux, UNIX, IBM i, z/OS, and OpenVMS, with native integrations for the databases, BI tools, and ERP systems already running your business, including SQL Server and SAP. Jobs run on any schedule or trigger off other events, and dependency management keeps multi-step workflows in the right order. Every job is centrally monitored, with notifications on success or failure and an audit trail of every execution. Built-in conversion tools migrate existing jobs from Windows Task Scheduler, SQL Agent, or Cron without rebuilding them, and JAMS replaces homegrown, single-platform scripts with one centrally managed system. JAMS includes two AI capabilities at no additional cost. JAX is an AI agent built into the JAMS Web Client. Ask it a question in plain language, and it finds a job, troubleshoots a failure, or looks up how to do something, grounded in JAMS documentation, not general AI guesswork. It acts only when asked, and every change waits for your approval. JAMS MCP brings JAMS into the AI coding tools teams already use, including Cursor, Claude Code, GitHub Copilot, and Claude Desktop. Both run inside the customer's network with the signed-in user's permissions and no elevated AI account, and every action, AI-driven or not, lands in the same audit trail as everything else in JAMS. For teams managing thousands of jobs across SQL Server, ADF, Airflow, SAP, JDE, and Banner, this cuts tribal knowledge and middle-of-the-night troubleshooting. Knowledge that once lived in one person's head becomes something any team member can ask about directly. JAMS' mission is to reduce the operational burden of critical automation, so teams spend more time on the work automation was meant to free them for.

SearchUnify is an enterprise Agentic AI platform that connects fragmented enterprise knowledge and deploys autonomous AI agents to handle customer support operations from first contact to resolution. At its core, the platform is powered by SearchUnifyFRAG™ (Federated Retrieval Augmented Generation), Agentic RAG, and the SCORE (Contextual Relevance Engine) framework, enabling accurate, grounded responses drawn from unified enterprise data. The product suite spans five core tools. Cognitive Search retrieves contextually relevant answers across distributed knowledge sources. SearchUnifyGPT™ generates cited AI responses at every support touchpoint. SUVA, the virtual assistant, handles multi-turn conversations autonomously. Knowbler supports knowledge capture, structuring, and surfacing at the point of need. Agent Helper delivers next-best-action recommendations to support agents during live case resolution. Extending these capabilities, the Agentic AI Suite comprises eight AI agents: AI Support Agent for self-service resolution, AI SupportPlus Agent for autonomous CRM ticket handling, AI Classification Agent for case tagging and routing, AI Escalation Manager for escalation risk prediction, AI Knowledge Agent for automated content creation and gap detection, AI Competency Agent for L2 technical workflow resolution, AI Agent Partner for real-time agent guidance, and AI Case Quality Auditor for evaluating every closed case. SearchUnify supports BYOLLM for LLM flexibility, Model Context Protocol (MCP) for secure system connectivity, and a governance layer covering role-based access control, PII masking, and ISO 27001, HIPAA, and SOC 2 compliance. The platform connects with 100+ enterprise tools including Salesforce, Zendesk, and ServiceNow.

An integrated booking platform designed to help you manage and sell both activities and accommodations efficiently. This system enables you to accept bookings straight from your website, significantly decreasing the number of phone calls needed for confirmations. With our Booking Engine, you can create tailored packages and empower your customers with the option to decide how much control they desire over their bookings. Our Payment Form facilitates the collection of payments through any preferred method, while you can also automate reminders for deposit or balance payments, and set time limits for bookings to ensure they expire if not paid. Additionally, the Guest Portal allows you to gather essential information from your guests, enabling you to pose specific questions, establish preferences, and accommodate dietary restrictions. This user-friendly portal streamlines the booking process, making it easy for guests to make initial reservations and modify them later if needed, manage refunds, organize activities, designate instructors, and send out communications, all in one comprehensive system.