Ortec Finance Integrations

Salesforce’s CRM offerings for small businesses come in two comprehensive suites: Starter Suite and Pro Suite, each crafted to fuel growth by connecting key business functions in one seamless platform. Starter Suite is ideal for small businesses beginning their CRM journey, combining marketing, sales, service, and commerce tools with easy setup and AI-driven guidance, supported by a free 30-day trial and 40% off pricing. Pro Suite elevates this experience with greater customization options, powerful automation, real-time chat, sales quoting and forecasting, and access to hundreds of additional apps via AppExchange, making it perfect for businesses with evolving and complex needs. Both suites include features such as campaign templates, smart segmentation, case management, and storefront builder, allowing businesses to build strong customer relationships and grow revenue across multiple channels. Pro Suite customers also benefit from enhanced pipeline visibility, streamlined payment processes, and comprehensive customer service automation to improve operational efficiency. Salesforce’s rich resource ecosystem — including Trailhead courses, live events, and an active community — supports businesses in maximizing their CRM investment. Customer testimonials emphasize the scalability and flexibility of these solutions, showing how Salesforce adapts to changing business demands. Whether launching or expanding, these CRM suites ensure companies have the tools they need to succeed and scale without switching platforms.

Cascade Suite is crafted to meet the needs of fund administrators who require improved accuracy and oversight across multiple funds through a scalable private equity software solution, while also providing asset managers with a cost-effective tool for reporting and reconciling deal-by-deal waterfall calculations. It promotes greater transparency and ensures compliance for both regulators and investors, automates complex allocations and calculations, and significantly reduces operational expenses. These benefits are merely a glimpse into the capabilities of Cascade Suite. This powerful and flexible proprietary software serves as an exceptionally effective resource for your alternative investment structures, efficiently supporting industries such as private equity, real estate, venture capital, hedge funds, mutual funds, and managed accounts. With a variety of deployment options available, Cascade Suite is ready to revolutionize your investment management workflows, enhancing overall efficiency and productivity in the process.

ConQuest is a user-friendly software tool designed for construction estimating, currently utilized by over 900 contractors in the UK for its superb capabilities in improving cost management, increasing accuracy in tender submissions, and reducing the burden of tedious administrative duties. Discover how our software can meet all your estimating and tendering needs, helping your business to win more projects. With over thirty years of expertise, our construction estimating platform has enabled more than 900 professionals in the sector to achieve superior cost control, enhanced data precision, and full visibility of quotes, all within a single interface. In contrast to numerous companies that still rely on outdated spreadsheets and various disconnected systems for managing bills of quantities, take-offs, and subcontractor inquiries, our software streamlines these processes into one convenient platform. As a result, our estimating solution effectively eradicates inefficient practices and minimizes the chances of errors, allowing teams to concentrate on their primary goals and boost productivity. This optimized method not only conserves time but also significantly elevates overall operational effectiveness, ultimately fostering a more competitive edge in the market. By choosing ConQuest, you are making a strategic investment in the future success of your construction projects.