Valuecase vs. TaskRay

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.

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.

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.

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.

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.

CredentialStream® utilizes innovative patented technology to facilitate the requesting, collection, and verification of provider information, ultimately creating a trustworthy Source of Truth for subsequent processes. Its cutting-edge platform is regularly enhanced and is supported by extensive content libraries and top-tier data sets, making CredentialStream the premier solution for managing the entire lifecycle of providers. Additionally, the seamless integration of these resources ensures that organizations can maintain compliance and efficiency in their operations.

Popl transforms the way professionals connect and grow their networks. Share your complete digital profile—including contact details, social platforms, booking links, and files—with a simple tap, scan, or shareable link. Optimized for conferences, sales meetings, and in-person events, Popl enables real-time lead capture with notes, tags, and instant CRM sync to tools like Salesforce, HubSpot, Zoho, and thousands more. Organizations can oversee large-scale deployments with ease using Popl’s admin dashboard—customize digital cards, track performance, and onboard teams via Azure AD or CSV upload. From detailed analytics to automated follow-ups, Popl turns networking into a strategic growth engine. Upgrade how you connect. Start building smarter relationships with Popl.

Referral Factory is the fastest way to launch your referral program or your affiliate program. With our no-code referral program software, you can: 👉 Build your customer referral program in seconds using our AI-powered referral program generator. 👉 Create a fully branded, high-converting affiliate program in just a few clicks 👉 Access our affiliate network of 100 000+ verified affiliates ready to promote your business, at no extra cost. 👉 Integrate with over 3000 apps, including HubSpot, Salesforce, Stripe, Pipedrive, Intercom, Zoho, Zapier, Make and more. 👉 Use webhooks or our API to build a referral program that integrates with your custom-built solutions so you can use the unique workflows you already have. 👉 Promote your program via no-code widgets, pop-ups, QR codes, and automated email campaigns. 👉 Access to 200+ referral rewards and incentives. Vouchers, digital cash cards, PayPal payouts, or donations. Plus, you can issue your own custom rewards through Zapier, Make or a webhook. 👉 View advanced referral analytics to track the ROI of your referral program in real time. Referral Factory is fully GDPR compliant and is SOC 2 and ISO 27001 compliant giving you Enterprise level security on all plans. You also have the option to host your own data for an additional charge. Our referral software is fast, secure, and easy to use. Plans range from $95 to $1 000+ per month, catering to businesses of all sizes. All plans include 24/7 support to help you build, promote, and integrate your referral program with dedicated support on Pro and Enterprise plans. 🏆 Voted the #1 Referral Software by Influencer Marketing Hub and Growth Marketing Pro 🏆

Your team's content can be effectively consolidated within a workspace that is well-organized, version-controlled, and easily shareable. While Air provides a space for storing your content, it also boasts features like intelligent search capabilities, guest access permissions, and customizable layouts. Additionally, it simplifies the process of version tracking and sharing, enhancing the overall creative experience. No longer will you need to bury assets within zip files and folders; instead, you can craft lightweight presentations and social media posts. Your content can be structured in a manner that aligns seamlessly with your brand identity. The workspace doubles as a powerful search engine, equipped with smart tags and image recognition, enabling all team members, including managers, to effortlessly find and utilize assets. One of the most challenging aspects of collaboration is often the feedback process, but Air allows guests to contribute directly to your workspace via public boards. You can engage in discussions, leave comments, and make selections with context, fostering a collaborative environment. Moreover, you can easily track changes and pinpoint the latest version of any asset, ensuring that everyone is on the same page. This streamlined approach not only facilitates better organization but also promotes creativity and innovation within the team.

Intulse is a provider of business VoIP solutions that offers hosted and cloud-based UCaaS services tailored for companies in the United States. Our managed VoIP phone systems prioritize mobility, speed, flexibility, and additional features to meet diverse business needs. Founded in 2015, Intulse aims to aid businesses trapped in outdated communication frameworks that are inefficient yet costly. The Intulse UCaaS (Unified Communication as a Service) platform enhances productivity through the Intulse App, which includes a VoIP softphone, SMS capabilities, messaging features, CRM integrations (such as Salesforce and HubSpot), softphones, time-based routing, virtual receptionists, personalized greetings (including AI-generated options), unlimited extensions, and much more. By choosing Intulse as their cloud VoIP provider, customers gain access to a highly customizable and feature-rich system that aligns with their operational strategies. Our communications specialists collaborate closely with clients to identify and implement the most suitable features, ensuring they maximize the benefits of their system and service. Additionally, Intulse prides itself on providing 24/7 support that is entirely US-based, setting a standard in the industry with our commitment to answering the phone whenever you reach out for assistance. This level of dedication ensures that businesses can rely on us for prompt and effective support at any time.