TaskRay vs. Milestones PM+

While 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.

Process 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.

EasySend 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.

Pipefy is the Enterprise-Grade Business Orchestration and Automation Technologies (BOAT) platform. It serves as a central orchestration layer that connects people, AI agents, and legacy systems into a unified operation. While traditional BPM solutions require months of engineering and consulting to deploy, Pipefy is architected to deliver AI-driven results in days. This speed enables IT leaders to solve the "backlog crisis" and modernize operations without the high cost of changing ERPs. Why Enterprise IT chooses Pipefy: 1. Elimination of Shadow IT: Unsanctioned tools create security risks and data silos. Pipefy’s "Adaptive Governance" model allows IT to set strict guardrails ("Safe Zones"). This empowers business units to build their own workflows—reducing the IT ticket backlog—while Technology teams maintain full visibility and control over data security and architecture. 2. Legacy Modernization (Two-Speed IT): Pipefy extends the capabilities of rigid legacy stacks (Systems of Record). By acting as an agile "System of Engagement" on top of SAP, Oracle, or Mainframes, it allows companies to deploy modern digital experiences and complex process logic without touching the delicate core code. 3. Agentic AI & Automation: The Pipefy Agent Studio moves beyond simple chatbots. It enables the deployment of specialized AI agents capable of executing tasks, reading unstructured documents (IDP), and routing requests based on complex rules. It creates a "Human-in-the-Loop" environment where AI handles the volume, and humans handle the exceptions. 4. Proven Economic Impact: Verified by a Forrester TEI study, Pipefy delivers a 260% ROI and a payback period of less than 6 months. It allows organizations to process high volumes of service requests (HR, Finance, Procurement, CS) with greater accuracy and less manual overhead. Compliance: SOC2 Type II, ISO 27001, ISO 42001 (AI Management), and SSO (SAML/OIDC) ready.

CrankWheel offers the ability to share your screen during a call, making it simple to create captivating presentations. By sending a link through email or SMS, viewers can access the presentation in any browser on any device. Designed with user-friendliness in mind, CrankWheel is an excellent tool for connecting with customers and facilitating business transactions. The platform is particularly beneficial for professionals such as insurance agents, mortgage advisors, solar consultants, educators, and customer support representatives. Moreover, integration with websites is straightforward, enabling users to implement a Demo button for instant notifications about viewer engagement. You can even track whether your audience is focused on your content. Our Chrome Extension has empowered more than 50,000 users to effortlessly share their screens with potential clients, regardless of their technical knowledge or the devices they are using. Notably, CrankWheel is compatible with older browsers and less common devices, functioning well even in conditions of poor network connectivity. It seamlessly operates on various platforms, including Mac, Android, iOS, Blackberries, Internet Explorer, and more, ensuring widespread accessibility for users everywhere.

Plauti is a data quality platform built natively for CRM, designed for organizations that want tight governance, strong security, and practical control over the accuracy of their customer data. Unlike solutions that move data to external servers or require separate platforms, Plauti runs entirely inside your existing CRM infrastructure, so no data leaves your system and no additional security perimeter is introduced. For Salesforce customers, Plauti covers the end-to-end data quality lifecycle: Prevent duplicates at the source: Real-time alerts notify users of potential duplicates as they enter records, helping sales, marketing, and service teams keep data clean from the start. Protect against hidden duplicates: Detect duplicates created by imports, integrations, and APIs to keep inbound data streams aligned with your standards. Remediate at scale with batch jobs: Run configurable batch processes to find, review, and merge existing duplicates across large data volumes, with full audit trails that support compliance, internal controls, and reporting. Verify contact information: Check email addresses and phone numbers before they’re saved to reduce bounce rates, improve campaign performance, and support more reliable outreach. All of this operates on Salesforce’s own infrastructure, using your existing permissions, roles, and security model. There is no separate user login, no data sync lag to manage, and no additional compliance gap to justify to auditors or security teams. For Microsoft Dynamics 365, Plauti focuses on robust duplicate prevention and control. Admins can configure real-time alerts, leverage API-based detection, run batch processes, and apply cross-entity matching rules to keep accounts, contacts, and leads aligned and consolidated. Plauti is built for CRM admins, data stewards, and operations teams who need immediate, self-service control over data quality—without waiting for developers, complex projects, or long IT ticket queues.

Gearset is an enterprise‑grade Salesforce DevOps platform designed to help teams apply best practices throughout their entire release process. It offers comprehensive tooling for metadata and CPQ deployments, automated pipelines, testing, code scanning, sandbox data management, backup and archive solutions, and deep observability, giving teams unrivaled oversight and control. More than 3,000 companies, including global leaders like McKesson and IBM, depend on Gearset to deliver securely at scale. By providing governance features, integrated audit logs, SOX/ISO/HIPAA support, parallel workflows, embedded security scanning, and compliance with ISO 27001, SOC 2, GDPR, CCPA/CPRA, and HIPAA, Gearset delivers the security and compliance enterprises need — while staying fast to adopt and easy to use. This balance of power and simplicity makes Gearset the platform of choice for organizations in highly regulated industries.

ScreenMeet provides a comprehensive range of secure, web-based tools for remote assistance and screen sharing, aimed at improving customer service and IT support. Its features include remote desktop access, live audio and video support, co-browsing, and asynchronous screen recording, enabling agents to provide seamless assistance to both customers and employees. Additionally, it seamlessly integrates with leading ITSM, CRM, and contact center platforms such as ServiceNow, Salesforce, and Microsoft Dynamics 365, ensuring a cohesive support experience. Tailored for large enterprises, ScreenMeet prioritizes security, scalability, and flexibility, making it an excellent choice for businesses looking to enhance support efficiency and boost customer satisfaction. By leveraging these tools, organizations can create a more connected and responsive service environment.

Ganttic is an adaptable drag-and-drop scheduling tool designed specifically for efficient resource planning. Its Gantt charts, which focus on resources, provide an integrated perspective of your equipment, personnel, facilities, and vehicles, allowing for a comprehensive understanding of who or what is scheduled and when. In addition to scheduling, Ganttic enhances resource management and oversight of project portfolios. Users can optimize how resources are utilized, create insightful reports, and set up structured project or resource breakdowns that simplify the planning process. With Unlimited Custom Views, managers can effectively segment extensive resource groups, enabling them to arrange their teams and departments based on specific requirements. You can also develop unique data fields to include relevant information, ensuring the most suitable resources are allocated for tasks. Collaboration is made easy with the ability to share Views among teams and stakeholders, while notifications, calendar synchronizations, and a mobile application ensure that everyone is updated with any changes. All subscription plans allow unlimited user access, keeping all team members informed. Additionally, you can explore Ganttic's capabilities with a free 14-day trial, complete with training and onboarding support from our committed team, ensuring a smooth start to your resource planning journey. This trial period is an excellent opportunity to experience firsthand how Ganttic can enhance your project management efficiency.

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.