
Connecteam is a comprehensive mobile application tailored for employees who work outside of traditional desk environments. It offers essential tools for overseeing and coordinating field staff, featuring options for communication, workflow management, scheduling, and time tracking.
With just a few simple clicks, you can unify your mobile workforce. The desktop Launchpad enables seamless collaboration, operational management, skill development, and employee engagement monitoring. In no time, you can design a fully-branded mobile app for your organization, incorporating elements like safety checklists, orientation programs, product catalogs, and shift management features. Additionally, you have the flexibility to personalize the app's functionalities to meet your specific requirements. You can also analyze team interactions with company resources, allowing you to identify areas for improvement and enhance efficiency. Connecteam empowers both managers and employees to streamline their processes, enabling a greater focus on growth.
The platform supports various integrations, including Google Calendar, Gusto, QuickBooks Payroll, Xero, and more, ensuring a seamless experience for users. Ultimately, this all-in-one solution is designed to enhance productivity and engagement among non-desk employees.
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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.
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Next Matter
Regulated financial operations run on process — and Next Matter is where those processes live. Fund administrators, asset managers, and asset servicing teams use the platform to build and run the workflows that keep operations compliant: onboarding investors and LPs, processing capital calls and NAV, handling KYC/AML checks, managing subscriptions and redemptions.
What sets it apart is that compliance isn't an add-on. Every process comes with four-eyes approval, exception handling, and a full timestamped record baked in from day one — so when a regulator asks for evidence, it's already there. No engineering team required either: operations staff design and adjust their own workflows directly, with changes live within days. And it's built to sit alongside the tools already in place — ledgers, CRMs, KYC platforms — rather than forcing a rip-and-replace.
Different people see different things: task owners get a simple to-do view, managers get oversight of the full picture, and external parties get a guest-friendly interface for their piece of the process.
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Morningmate
All teams can efficiently oversee projects and collaborate seamlessly with one another.
Essential work tools are designed to be simple and easy to integrate. Collaborate on a distinctive feed that organizes your work updates in chronological order, much like a social media timeline. This organization allows everyone to effortlessly navigate through various projects and tasks. Say goodbye to misplaced documents and the hassle of repeatedly sending work files. You can attach crucial files and information to a post and pin it for quick access. Interact with your team through comments to gather their insights and suggestions. Additionally, you can arrange both virtual and in-person meetings with all members. Just add a location and a video conferencing link through Zoom or Microsoft Teams integrations. Plus, you can configure notifications to remind you of upcoming events.
Extend invitations to external collaborators via email or link, ensuring that teamwork remains straightforward and efficient. This way, your workflow stays consistent, whether you are working from a web browser, desktop, or mobile device. With these features, collaboration becomes not only simpler but also more engaging for everyone involved.
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