Compare ContractWorks vs Shuttle vs bpm'online sales

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Crozscore:

91%
what is this?
98%
27%
interest rising

Crozscore:

41%
what is this?
20%
interest falling

Crozscore:

84%
what is this?
100%
42%
interest rising
ContractWorks screenshot view 5 more Shuttle screenshot bpm'online sales screenshot view 1 more

Software Description:

ContractWorks design is deliberate in its simplicity. Complicated contract management software tends not to get used; we provide the easiest way for you to gain control with features you need to answer the big questions: Where are all my contracts? Who has access? What are the key milestones? How can I communicate the details to my colleagues?

Software Description:

Shuttle provides real-time client onboarding for many sectors including P2P lenders, challenger banks, lawyers, accountants, business incubators, insurance companies and advertising agencies.

When you onboard clients it is the first time they touch your service. It is an opportunity to create a great impression and increase advocacy. Many companies fall short due to manual processes to process identity documentation, customer agreements and checklists. Shuttle solves this problem - we’ve made onboarding a smooth process all the way from sale to account opening, saving our clients time, money and effort.

Software Description:

Bpm'online sales is a cloud CRM system for comprehensive sales force automation from lead management to large enterprise sales. Employ out-of-the-box reference processes to manage the entire sales cycle! Bpm'online recognized in Gartner 2016 Magic Quadrant for the CRM Customer Engagement Center, as well listed in Five Categories of The Gartner CRM Vendor Guide 2016 (SFA, Partner Relationship Management, Inside Sales and Customer Service Software).
There are three editions available: team, commerce and enterprise. Prices start from $25 per user / month.

Product Features

  • 360° customer view
  • Opportunity management
  • Orders and invoices
  • Sales forecasting
  • Products and services
  • Collaboration tools
  • Quote management
  • Contract management
  • Document flow automation
  • Project management
  • Field sales

Features:

  • Data Export
  • Password & Access Management
  • Electronic Signature
  • File Transfer
  • Scheduling
  • Dashboard
  • Notifications
  • Multi-User
  • Contact Management
  • File Sharing
  • Calendar Management
  • 2-Factor Authentication

Features:

  • Data Export
  • Password & Access Management
  • Electronic Signature
  • Notifications
  • Multi-User
  • History/Version Control
  • Dashboard
  • Chat

Features:

  • Referral Tracking
  • Batch Permissions & Access
  • Password & Access Management
  • Social-Media Integration
  • Contact Sharing
  • Expense Tracking
  • Multi-Currency
  • Dashboard
  • Third-Party Plugins/Add-Ons
  • External Integrations
  • Supplier Management
  • Lead Scoring
  • Project Management
  • Inventory Tracking
  • File Sharing
  • Data Import
  • Data Visualization
  • Data Export
  • Multi-User
  • API
  • Audience Targeting
  • Budgeting
  • Contact Management
  • Customer Management
  • Calendar Management
  • Scheduling
  • Marketing Automation
  • Google Apps Integration
  • Notifications
  • Lead Management
  • Email Integration
  • Forecasting

Summary:

  • Contract lifecycle management software should work with you, not against you. ContractWorks provides simple, customizable contract management software that can be implemented in minutes, allowing you to gain control quickly.

Summary:

    No key features associated with this application.

Summary:

    No key features associated with this application.

12-Month Plan

$500.00
unlimited user(s) / month
Included in plan:
  • Unlimited Users
  • Unlimited Support and Training
  • Free Implementation
  • Electronic Signature
  • Tagging (Custom Fields)
  • Tag Templates (Group Tags by Doc Type)
  • Customizable Reports
  • Scheduled Report Sending
  • Customizable Date Alerts
  • Auto Update of Renewing Dates
  • Document Attachments/Linking
  • Calendar of Key Dates
  • New Document Notifications
  • Drag & Drop Uploading
  • Customizable Permissions
  • Restrict User Actions
  • Audit Log Report
  • One Click Archiving
  • Document Migration and Setup
  • Branding: Logo and Unique URL

3-Month Plan - Billed Quarterly

$600.00
1 user(s) / month
Included in plan:
  • Unlimited Document Storage
  • Unlimited Users
  • Unlimited Support and Training
  • FREE Implementation
  • Electronic Signature
  • Tagging (Custom Fields)
  • Tag Templates (Group Tags by Doc Type)
  • Customizable Reports
  • Scheduled Report Sending
  • Customizable Date Alerts
  • Auto Update of Renewing Dates
  • Document Attachments/Linking
  • Calendar of Key Dates
  • New Document Notifications
  • Drag & Drop Uploading
  • Customizable Permissions
  • Restrict User Actions
  • Audit Log Report
  • One Click Archiving
  • Ongoing Upgrades
  • Document Migration and Setup
  • Branding: Logo and Unique URL

Standard

Free
Included in plan:
  • Upto 20 applications a month
  • Real-time document collection
  • Electronic document signing
  • Version control
  • Security
  • White Label
  • Admin rights options
  • Online Training
  • Email Support

Professional

$124.00
for 21-100 applications per month
Included in plan:
  • 21-100 applications a month
  • Real-time document collection
  • Electronic document signing
  • Version control
  • Security
  • White Label
  • Admin Control Options
  • Dedicated Customer Success Manager
  • Email support

Team

$25.00
1 user(s) / month
Included in plan:
  • 360° customer view
  • Collaboration tools
  • Business process management
  • Lead management
  • Document flow automation
  • Knowledge management
  • Mobile app
  • Analytics
  • Synchronization and integration
  • Customization and administrative tools
  • Customization and administrative tools
  • Out-of-the-box process for large sales
  • Products and services

Commerce

$30.00
1 user(s) / month
Included in plan:
  • 360° customer view
  • Collaboration tools
  • Business process management
  • Lead management
  • Document flow automation
  • Knowledge management
  • Mobile app
  • Analytics
  • Synchronization and integration
  • Customization and administrative tools
  • Orders and invoices
  • Products and services
  • Product catalogue management

Enterprise

$50.00
1 user(s) / month
Included in plan:
  • 360° customer view
  • Collaboration tools
  • Business process management
  • Lead management
  • Document flow automation
  • Knowledge management
  • Mobile app
  • Analytics
  • Synchronization and integration
  • Customization and administrative tools
  • Opportunity management
  • Out-of-the-box process for large sales
  • Orders and invoices
  • Sales forecasting
  • Contract management
  • Products and services
  • Product catalogue management
  • Project management

FAQs:

    What platforms does this service support?
  • Web-based.

  • What is this service generally used for?
  • This solution is for companies who are trying to get their contracts under control. Clients typically fall into two categories- those who are currently trying to manage contracts manually with a combination of spreadsheets, calendar reminders, shared drives, etc., and those companies who have struggled to implement and adopt complicated contract management software.

  • Who are the main user groups of this service?
  • Because of the flexibility of our solution professionals in a variety of industries and who work with contracts from across departments are customizing ContractWorks to fit their unique needs. Popular industries include healthcare, consumer goods, media, education, and manufacturing. ContractWorks is often implemented in legal departments.

  • Does this service offer guides, tutorials and or customer support?
  • Yes, 24/7 support is included with ContractWorks. We also offer helpful training videos that can be accessed from our website help page as well as customer training webinars.

  • Does this service offer multi-user capability (e.g. teams)?
  • Yes, ContractWorks offers unlimited users for no additional fee.

FAQs:

    Does this service offer guides, tutorials and or customer support?
  • Online training module for all packages
    Dedicated Customer Success Manager for Professional Package
    Email and chat support for all

  • Does this service offer multi-user capability (e.g. teams)?
  • Yes multi-user capable.
    Different administrator options

  • Who are the main user groups of this service?
  • Challenger Banks, P2P Lenders, Finance Brokers, Advertising Agencies, Lawyers, Accountants, Incubators, Investment Clubs.

  • What platforms does this service support?
  • All Web apps

  • What is this service generally used for?
  • When you’ve just secured a new client, it’s vital to establish trust. You want to make a great first impression, and showcase the quality, efficiency and professionalism of your service.

    Opening a new account is often complex and time consuming, but it doesn’t have to be that way. We’ve made client onboarding a smooth process all the way from sale to account opening, saving you time, money and effort.

    The Shuttle platform is used to collect documentation and contract signatures that you require before you can start doing business with a SME or business client.

FAQs:

    Who are the main user groups of this service?
    • Enterprises
    • Mid-size companies
    • Startups
    • Small companies
  • Does this service offer guides, tutorials and or customer support?
  • Support:

    • Phone support
    • Knowledge base
    • Customer success management
    • Academy
    • Community
    • ITIL/ITSM
  • What is this service generally used for?
    • Account and contact management
    • Intelligent data enrichment
    • Data enrichment through social media
    • Profile completeness
    • Customer segmentation
    • Interactions and communication history
    • Search and merge duplicates
    • Customer database analytics
  • What are some applications this service is commonly used in tandem with?
    • Twitter,
    • Facebook,
    • Google Contacts and Calendars,
    • LDAP,
    • IMAP,
    • MS Exchange,
    • Google Maps,
    • OpenStreetMap,
    • MailChimp / Mandrill
  • Does this service offer an API?
  • Bpm'online provides open configuration and extensive API to allow any customizations and integrations required for your business.

  • What platforms does this service support?
  • Platforms: Android, iOS, Mac, Windows, Web-based.

  • Does this service offer multi-user capability (e.g. teams)?
  • Software offers multi-user capability.

Publisher:

Founded:
-
Based in:
-
Employees:
-
Likes:
Followers:
556

Publisher:

Founded:
-
Based in:
Croydon
Employees:
2-10
Likes:
Followers:

Publisher:

Founded:
-
Based in:
-
Employees:
-
Likes:
14.2k
Followers:
2.87k

Other:

Who uses ContractWorks
  • Startups
  • SMEs
  • Enterprises
Desktop Platforms:
  • Windows
  • Macintosh
Languages:
English
Regional Restrictions:
No restrictions.

Other:

Who uses Shuttle
  • Startups
  • SMEs
  • Agencies
  • Enterprises
Desktop Platforms:
  • Web App
  • Windows
  • Macintosh
Mobile Platforms:
  • WinPhone
Languages:
English
Regional Restrictions:
No restrictions.

Other:

Who uses bpm'online sales
  • SMEs
  • Enterprises
Desktop Platforms:
  • Web App
  • Windows
  • Macintosh
Mobile Platforms:
  • iOS
  • Android
Languages:
Arabic, Turkish, Spanish, Russian, German, Portuguese, Italian, French, English, Polish, Hebrew
Regional Restrictions:
No restrictions.
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