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About eContracts

Optimus BT, headquartered in Atlanta, is primarily focused on providing an enterprise contract management product targeted at mid-market and large organizations for SharePoint Online, Office 365, and SharePoint on-premise platform. We primarily target industries with a specific focus on the life sciences (medical devices, biotechnology, pharma), in addition to healthcare, construction, manufacturing, professional services, oil and gas, non-profits, and government, among others. We work with organizations all over the world including but not limited to the U.S., Canada, Europe, Australia, Middle East, and Asia, among others.

Our marquee product, eContracts, is an enterprise contract management software, is available for SharePoint Online and Office 365, and SharePoint on-premise (SP 2013 and SP 2010). eContracts addresses all aspects of the contract lifecycle management process, and provides the following benefits to an organization:

  • Easier monitoring of contract performance.
  • Ability to keep up with key milestones and obligations.
  • Improved contract approval cycle times.
  • Set up and manage renewals, cancellations, and expirations.
  • Onboard customers or vendors faster.
  • Track revenue, spend and analyze financial information.
  • Integrate CRM and ERP systems for more comprehensive reporting and analytics.

About Shuttle

Signing up customers and completing KYC & AML checks manually can be time-consuming. With the Shuttle Sales Portal, customers complete forms, sign agreements and communicate with you digitally in real time. Shuttle partners with Equifax, Onfido, Credit Safe and Passport Proven giving you instant ID verification, credit and background checks.

Shuttle works from both your website and partner network and is provided as a white label solution in your look and feel.

Get Started with Our FREE Partner Sign Service – start signing up your partners and introducers directly from your website.

About Accelo

If you want to grow your business, you need a system, not a collection of tools. Accelo makes it easy to manage all of your client work, from prospect to payment, and everything in between. With powerful features like automatic email capture, automated time sheets and intelligent business processes that alert you if things are going off track so you can forecast the future and make sure you never get lost. Accelo allows you to focus on more important things (like growing your business) and gives you more time to do the work that you and your clients love. Try it now for free!

Features

  • 2-Factor Authentication
  • API
  • Calendar Management
  • Contact Management
  • Dashboard
  • Document Comparison
  • External Integrations
  • File Sharing
  • File Transfer
  • Multi-User
  • Notifications
  • Scheduling
  • Third-Party Plugins/Add-Ons

Features

  • API
  • Audience Targeting
  • Budgeting
  • Calendar Management
  • Contact Management
  • Contact Sharing
  • CRM Integration
  • Customer Management
  • Dashboard
  • Data Export
  • Data Import
  • Data Visualization
  • Email Integration
  • Expense Tracking
  • External Integrations
  • Forecasting
  • Google Apps Integration
  • Inventory Tracking
  • Lead Management
  • Lead Scoring
  • Marketing Automation
  • Multi-Currency
  • Multi-User
  • Notifications
  • Project Management
  • Referral Tracking
  • Scheduling
  • Supplier Management
  • Third-Party Plugins/Add-Ons
  • Travel Management
  • Call Tracking
  • Call Disposition
  • Softphone
  • Sales Motivator

Features

  • API
  • Billing/Invoicing
  • Budgeting
  • Data Export
  • Data Import
  • Expense Tracking
  • External Integrations
  • Forecasting
  • Inventory Tracking
  • Multi-User
  • Notifications
  • Project Management
  • Scheduling
  • Task Scheduling/Tracking
  • Time Management
  • Resource Management

Summary

    No key features associated with this application.

Summary

  • Let Partners Sign Up From Your Website

  • Let Partners start referring business and track progress

  • Let customers upload KYC information

  • Customers complete proposals using digital signatures

  • Instant KYC/AML feeds from Equifax, Creditsafe, Onfido & Passport Proven

  • Flexible Form completes, create your own or use existing (ie Direct Debit)

Summary

  • It's the cloud, it's automation, it's machine learning, it's accelerating your business; it's Accelo.

  • Manage your entire business from one simple place.

  • From prospect to payment, automate your processes and gain the visibility you need to grow your business.

Pricing

Starter Package

Free
Included in plan:
  • Sign Up Partners From Your Website
  • Up to 5 Internal Users
  • iFrame Web Form
  • Five Forms (Contract, T&Cs)
  • Unlimited Digital Signatures
  • AML/KYC Checks from Creditsafe or Equifax (chargeable)
  • Pipedrive Integration
  • Initial Service Setup Included

SME

$85.00
5 user(s) / month
Included in plan:
  • Web Direct Journey
  • Accept Applications from your website
  • Up to 5 Internal Users
  • iFrame Web Form
  • Five Forms (Contract, T&Cs)
  • Unlimited Digital Signatures
  • 20 Companies House Lookups
  • Passport/ID Verification from Passport Proven or Onfido (chargeable)
  • AML/KYC Checks from Creditsafe or Equifax
  • Pipedrive Integration
  • Initial Service Setup Included

Professional

$275.00
10 user(s) / month
Included in plan:
  • Get Partners Referring Business
  • Web Direct and All Partner Journeys
  • 10 Internal Users, 10 Partner Licences
  • iFrame Web Form
  • 10 Forms (Contract, T&Cs)
  • Unlimited Digital Signatures
  • Unlimited Companies House Lookups
  • Passport/ID Verification From Passport Proven or Onfido
  • KYC/AML Checks from CreditSafe or Equifax
  • Pipedrive Integration
  • Initial Service Setup Included
  • 3 months Shuttle Together Support

Pricing

Plus

$19.00
1 user(s) / month
Included in plan:
  • Smart CRM & Email Tracking
  • Sales Tracking
  • Email Campaigns
  • Tasks, Notes & Attachments
  • Client Portal
  • Quotes

Premium

$39.00
1 user(s) / month
Included in plan:
  • Smart CRM & Email Tracking
  • Sales Tracking
  • Email Campaigns
  • Tasks, Notes & Attachments
  • Client Portal
  • Quotes
  • Unlimited Custom Sales Types
  • Customized Business Processes
  • Automated Triggers & Notifications
  • Team Scheduling
  • Retainer Management

FAQs

    No FAQs associated with this application.

FAQs

    Does this service integrate with any other apps?
  • Pipedrive
    Microsoft Dynamics

  • Does this service offer an API?
  • Yes to leading CRM applications

  • Who are the main user groups of this service?
  • Challenger Banks, P2P Lenders,Commercial Finance Lenders and Brokers, Professional Service companies such as Accountants that need to conduct AML/KYC

  • What is this service generally used for?
  • Signing Up new customers through your website and partner network.

  • What are some applications this service is commonly used in tandem with?
  • Pipedrive
    Microsoft Dynamics

  • 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

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

FAQs

    Does this service offer an API?
  • Accelo offers an API with a community of clients tinkering away on our platform.

  • What are some applications this service is commonly used in tandem with?
  • Accelo is normally used in tandem with Marketing Automation platforms such as HubSpot.

  • What platforms does this service support?
  • Accelo is web-based and can be accessed by any web browser along with native mobile apps on iOS and Android.

  • Who are the main user groups of this service?
  • Accelo's main user groups are Professional Service oriented businesses.

  • What is this service generally used for?
  • Accelo is generally used to manage workflow from prospect to payment.

  • Does this service integrate with any other apps?
  • Accelo offers integration with: G Suite, Office 365, Xero, QuickBooks, Saasu, Salesforce.com, Twitter, Campaign Monitor, MailChimp, Jira, Stripe, Authorize.Net, MAXfocus, Kaseya Network Monitor, Continuum, PayPal, Zapier, HubSpot, Slack, typeform.com, Eventbrite, Intercom, Airtable, and Wufoo.

  • Does this service offer multi-user capability (e.g. teams)?
  • Accelo is solution built for teams with a focus on collaboration and visibility.

  • Does this service offer guides, tutorials and or customer support?
  • Accelo offers a robust user guide, and a very active sales and success team who are available around the clock to provide a better look at our solution or provide support.

Vendor Information

Founded:
-
Based in:
-
Employees:
-
Likes:
Followers:
36

Vendor Information

Founded:
-
Based in:
Croydon
Employees:
2-10
Likes:
Followers:
131

Vendor Information

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

Other

Who uses eContracts
  • SMEs
  • Enterprises
Desktop Platforms:
  • Web App
  • Windows
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 Accelo
  • Startups
  • SMEs
  • Agencies
Desktop Platforms:
  • Web App
Mobile Platforms:
  • iOS
  • Android
Languages:
English
Regional Restrictions:
No restrictions.
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