Project Insight
Project Insight is a strategic project and portfolio management software that gives companies a complete picture of the work happening across their entire organization. Streamline workflows, automate processes, enhance collaboration, and capture project data points from all your teams and systems in one central command center so you can make confident decisions about business.
Manage work at the project, program or portfolio levels and integrate with the tools you already use, including Azure DevOps, Jira, Microsoft, Salesforce, and ServiceNow, and HubSpot to eliminate the need to manually key in data across teams.
With the most views of any project management platform, teams can keep tabs on assignments, status, risks, resources, capacity, schedules, budgets, and more. Project Insight also offers free view only seats for clients.
The power of AI can be used to assign action items after meetings, predict future capacity, balance workloads, & select the right resources. Additional AI-powered features include what if simulations to generate tradeoffs when priorities change and AI-generated project templates (WBS).
Whether you are moving from basic spreadsheet project tracking or you have a sophisticated PMO with a complex web of unique business processes, Project Insight has the broad feature set to help you grow as you go. Our onboarding teams are known for being the best in the business and our platform can be fully customized to manage projects and data the way your company needs to.
Learn more
Centrex Software
Our robust Customer Relationship Management (CRM) system is designed to enhance productivity, boost revenue generation, and foster better customer engagement. You can effectively oversee your advance and loan portfolio while benefiting from seamless integration with ACH processors. The platform also features a broker portal and comprehensive syndicate reporting capabilities. Engage your audience through email and SMS campaigns, manage incoming and outgoing SMS communications, and monitor email open rates, among various other features. ClixSign® facilitates the electronic signature process for any document, allowing you to track when up to eight signers have viewed and signed them. Your clients can utilize a personalized portal that enables them to upload necessary documents, check messages, and monitor their balances and payments. With our cutting-edge contact and deal management software, you gain a clear view of the entire sales pipeline. Additionally, Centrex Software specializes in providing tailored software development services, aiding clients in creating web and mobile applications for a wide range of needs, ensuring that they have the right tools to succeed in their business endeavors. This combination of features and services empowers companies to operate more efficiently and effectively.
Learn more
Bordio
Bordio is a software solution tailored for project management, aimed at assisting teams in organizing their projects and tasks with greater efficiency. This task management platform enables users to layout their team's weekly agenda using an interactive project planning calendar, prioritize activities through a kanban board, and set meeting reminders—all within a single cohesive system.
Envision the simplicity of dragging and dropping tasks into your digital calendar, color-coding them for enhanced clarity on current priorities and forthcoming obligations.
Need to arrange a meeting? You can easily do so within Bordio’s work board, simplifying your workflow by reducing the reliance on multiple applications. Furthermore, the platform allows for real-time communication within a task, ensuring that all discussions and documents remain organized and within easy reach.
Bordio’s integration with Google Calendar further amplifies its capabilities by providing a consolidated view of all your schedules. This project management tool not only presents an economical option for thorough work management but also functions as both a team management software and a project tracker, facilitating the management of workloads, monitoring of progress, and ensuring timely project completion.
With features such as the task tracker and team task planner, Bordio empowers users to oversee the advancement of each task effectively. In addition, the collaborative aspects of the platform foster a more engaged and productive team environment.
Learn more
VetOfficeSuite
You can effortlessly incorporate multiple users with varying levels of access, while overseeing your team's engagement with schedules, managing client and patient data, or creating and dispatching numerous EMRs and forms from any device. Veterinarians can run their whole practice from a tablet, which proves particularly advantageous for mobile vets who need immediate access to crucial information during their travels. All records are securely hosted in the cloud, facilitating easy access from virtually anywhere. You can quickly generate EMRs and invoices, email them to clients, and promptly log their payments, ensuring a seamless workflow. Whether you're on a farm or at a ranch, retrieving your records remains both fast and uncomplicated. A diverse selection of species and breeds is readily accessible, simplifying the management of various cases. Whether treating a horse or a llama, there's no delay in sending invoices to pet owners, as everything can be handled on the go. VetOfficeSuite.com offers a comprehensive paperless solution that allows you to email essential documents like invoices and certificates instead of needing to print and mail them, significantly streamlining your administrative functions. This modern method not only boosts efficiency but also fosters a more sustainable practice, making it an ideal choice for environmentally conscious veterinarians. With this system in place, veterinarians can focus more on patient care rather than paperwork, leading to an overall improvement in service delivery.
Learn more