Compare Canopy vs Little Green Light vs ContractZen

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Crozscore:

69%
what is this?
60%
25%
interest falling

Crozscore:

80%
what is this?
31%
interest rising

Crozscore:

59%
what is this?
100%
19%
interest falling
Canopy screenshot view 2 more Little Green Light screenshot view 4 more ContractZen screenshot view 1 more

Software Description:

Getting a complete and accurate view of a High Net-worth Individual’s entire wealth portfolio is a challenge for both the individuals and their wealth managers due to the sheer complexity of their assets which are also spread across multiple bank accounts. To address this, we have built Canopy, a platform that allows all assets to be aggregated and viewed as a single portfolio, advanced portfolio analytics, generation of custom reports, and more.

Current aggregation providers typically require data feeds or manual data entry. However, data feeds from private banks remain a challenge to obtain outside of US, and even then, data feeds are not available for alternative investments, holdings with hedge funds or other non-financial assets etc. Here at Canopy, we overcome the lack of data feeds by accepting data in conventional electronic formats including Excel, CSV and electronic PDFs.

Software Description:

Little Green Light is a cloud-based, SaaS donor management CRM compatible with Mac and Windows. Through an intuitive user interface, Little Green Light simplifies the daily tasks of managing donor records, executing fundraising campaigns, maintaining constituent relationships, pulling reports, online fundraising, and more. Additionally, Little Green Light offers fast and efficient customer service, and weekly training sessions and Q&A webinars. Numerous nonprofits have leveraged the technology and capabilities of Little Green Light to exceed fundraising goals and growth expectations.

Software Description:

ContractZen is a cloud service that features advanced metadata-driven document and contract management, electronic signature and built-in datarooms (VDR). Secure and easy to use on any device, it enhances governance and business by reducing costs, accelerating processes and minimizing risks. With ContractZen, companies of all sizes, in every industry and in every geography are always prepared for due diligence and audits.

Users can upload and store all of their contracts and other important documents in ContractZen by emailing attached documents directly to the system, or via drag-and-drop. The system automatically attaches metadata to the documents, and users can add additional metadata using visual tagging. Custom hashtags can be created by users and assigned to contracts for flexible categorization. The advanced search engine allows users to search for contract data, and select visual filters to narrow down their search. Contract due dates can be set and automated email reminders sent to team members to ensure that key dates are not missed.

ContractZen also offers meeting management capabilities, allowing users to organize, e-sign and manage executive and board meetings. Meeting invites can be sent out automatically, and attendees can also be reminded of upcoming meetings. Inbuilt Datarooms (VDR) enable the secure sharing of all materials in financial and tax audits, due diligence processes and joint venture situations. With the built-in Company Register, users can manage corporate structures, ownership, board members, auditors, related contact information, and more.

Features:

  • Customer Management
  • External Integrations
  • Multi-User
  • Notifications
  • Multi-Currency
  • Data Export
  • Data Import
  • API
  • 2-Factor Authentication

Features:

  • Email Integration
  • File Sharing
  • Task Scheduling/Tracking
  • Contact Sharing
  • Contact Management
  • PayPal
  • Stripe
  • External Integrations
  • Notifications
  • Scheduling
  • Dashboard
  • Calendar Management
  • Data Import
  • Data Export
  • Multi-User

Features:

  • External Integrations
  • Data Export
  • File Sharing
  • Data Import
  • Password & Access Management
  • Notifications
  • Multi-User
  • History/Version Control
  • Dashboard

Summary:

    No key features associated with this application.

Summary:

  • Scalable cloud-based fundraising donor management CRM

  • SaaS fundraising and donor management software

  • Cloud based fundraising and donor management software

  • Affordable cloud based donor management CRM for nonprofits

  • Nonprofit constituent relationship management software

  • Nonprofit fundraising and donor record management software

  • Nonprofit online donation forms and donor management

  • Academia and education alumni management software

Summary:

  • Contract Management

  • Meeting Management

  • Financial, Administrative & HR Document Management

  • Company Register with Corporate Hierarchy View

  • Multiple e-Signature Services

  • Datarooms (VDR) for secure sharing

  • Touch and Mobile Optimized

  • Clearly Defined Set of Metadata for Each Category

  • Drag-And-Drop File Upload with Automated Metadata Form creation

  • Unlimited Number of Documents

Up to 2,500 Constituents

$39.00
unlimited user(s) / month
Included in plan:
  • All accounts get their first 30 days free
  • No setup or cancellation fees
  • No contracts
  • Unlimited support
  • Secure access, 256-bit SSL
  • Daily backups stored on multiple servers for redundancy
  • Stripe and PayPal integration for payment processing
  • Form builder for accepting online donations
  • Custom reporting and data analysis
  • Data segmentation
  • Event tracking

Up to 5,000 Constituents

$49.00
unlimited user(s) / month
Included in plan:
  • All accounts get their first 30 days free
  • No setup or cancellation fees
  • No contracts
  • Unlimited support
  • Secure access, 256-bit SSL
  • Daily backups stored on multiple servers for redundancy
  • Stripe and PayPal integration for payment processing
  • Form builder for accepting online donations
  • Custom reporting and data analysis
  • Data segmentation
  • Event tracking
  • Customized mailings

Up to 10,000 Constituents

$59.00
unlimited user(s) / month
Included in plan:
  • All accounts get their first 30 days free
  • No setup or cancellation fees
  • No contracts
  • Unlimited support
  • Secure access, 256-bit SSL
  • Daily backups stored on multiple servers for redundancy
  • Stripe and PayPal integration for payment processing
  • Form builder for accepting online donations
  • Custom reporting and data analysis
  • Data segmentation
  • Event tracking
  • Customized mailings

Up to 20,000 Constituents

$69.00
unlimited user(s) / month
Included in plan:
  • All accounts get their first 30 days free
  • No setup or cancellation fees
  • No contracts
  • Unlimited support
  • Secure access, 256-bit SSL
  • Daily backups stored on multiple servers for redundancy
  • Stripe and PayPal integration for payment processing
  • Form builder for accepting online donations
  • Custom reporting and data analysis
  • Data segmentation
  • Event tracking
  • Customized mailings

FAQs:

    Who are the main user groups of this service?
  • Financial institutions, private banks, family offices, wealth managers, external asset managers etc.

  • Does this service offer multi-user capability (e.g. teams)?
  • Yes, it does.

  • What are some applications this service is commonly used in tandem with?
  • CRM, Portfolio Management tool, Accounting tool etc.

  • Does this service offer guides, tutorials and or customer support?
  • Yes, it does.

  • Does this service integrate with any other apps?
  • Yes, it does.

  • Does this service offer an API?
  • Yes, it does.

FAQs:

    Who are the main user groups of this service?
  • Nonprofits
    Academia and higher education
    Churches and religious organizations

  • What are some applications this service is commonly used in tandem with?
  • Stripe
    PayPal
    ProPay
    Constant Contact
    Mail Chimp
    SmartyStreets

  • Does this service integrate with any other apps?
  • Formstack
    Wufoo
    Donor Search

  • What is this service generally used for?
  • Donor management
    Fundraising
    Event tracking
    Online donations
    Custom reporting
    Import and export data
    Gift and pledge tracking
    Constituent relationship management

  • What platforms does this service support?
  • Windows
    Mac

  • Does this service offer guides, tutorials and or customer support?
  • Fast and efficient customer support
    Product training webinars
    Q&A webinars

FAQs:

    Does this service offer an API?
  • No, ContractZen does not have an API available.

  • What is this service generally used for?
  • The benefits of ContractZen are, for example:

    Meeting memos, contracts, and other documents can be signed electronically, with the same enforceability and validity as traditionally signed documents.

    Built-in virtual data rooms (VDR) allow users to securely share documents with external individuals and organizations, for joint ventures, tax and financial audits, due diligence, and more.

    Metadata is used to create dynamic views of all contracts, and users can limit their searched to precise fields and save search terms to create report-like queries.

    Automated email reminders can be created to alert users to important dates, and all contracts can be viewed in the contract calendar.

    Files can be imported by dragging-and-dropping them into the system, or by emailing documents directly to ContractZen.

  • Does this service integrate with any other apps?
  • ContractZen integrates with the following applications: Microsoft Office 365, Assently.

  • Does this service offer multi-user capability (e.g. teams)?
  • Yes, you can add as many users as you want (Note: Pricing is billed per user).

  • What platforms does this service support?
  • ContractZen is web-based so it works on any device. In addition, we have a native iPhone/iPad App.

  • Does this service offer guides, tutorials and or customer support?
  • ContractZen offers the following support options: FAQs, Forum, Knowledge Base, Online Support.

  • Who are the main user groups of this service?
  • ContractZen has the following typical customers: Large Enterprises, Mid Size Business, Small Business. ContractZen is well suited for companies of all sizes, in every industry and in every geography. Our users are typically financial and administrative personnel, legal professionals and executives.

Publisher:

Founded:
-
Based in:
Singapore
Employees:
11-50
Likes:
Followers:

Publisher:

Founded:
-
Based in:
-
Employees:
-
Likes:
Followers:
630

Publisher:

Founded:
-
Based in:
-
Employees:
-
Likes:
Followers:

Other:

Who uses Canopy
  • SMEs
  • Enterprises
Desktop Platforms:
  • Web App
Languages:
English
Regional Restrictions:
No restrictions.

Other:

Who uses Little Green Light
  • Startups
  • SMEs
  • Agencies
  • Enterprises
Desktop Platforms:
  • Web App
  • Windows
  • Macintosh
Languages:
English
Regional Restrictions:
No restrictions.

Other:

Who uses ContractZen
  • Personal
  • Freelance
  • Startups
  • SMEs
  • Agencies
  • Enterprises
Desktop Platforms:
  • Web App
Mobile Platforms:
  • iOS
Languages:
English, Finnish
Regional Restrictions:
No restrictions.
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