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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.
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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.
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Software Description:
Binfire is complete work and project management software. It support all project management methodologies like formal, Agile and Hybrid. It has a full function task management system with subtasks, dependencies, Gantt, multiple resource assignment and more.
Time tracking is built in the app with resource management and bug tracking to complete the list. Collaboration feature like message board, chat and interactive whiteboard are also included. You get everything you need in a work management software.
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Features:
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Data Export
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Password & Access Management
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Electronic Signature
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Notifications
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Multi-User
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History/Version Control
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Dashboard
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Chat
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Features:
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External Integrations
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Data Export
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File Sharing
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Data Import
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Password & Access Management
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Notifications
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Multi-User
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History/Version Control
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Dashboard
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Features:
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Data Import
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Project Management
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Dashboard
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Multi-User
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Data Export
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Scheduling
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Notifications
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External Integrations
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Calendar Management
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Summary:
No key features associated with this application.
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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
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Summary:
No key features associated with this application.
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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
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Pricing:
Basic
$5.00
1 user(s) / month
Included in plan:
- Full features, only number of users, projects and storage is limited
- 10GB
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FAQs:
Does this service offer guides, tutorials and or customer support?
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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)?
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Yes multi-user capable.
Different administrator options
Who are the main user groups of this service?
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Challenger Banks, P2P Lenders, Finance Brokers, Advertising Agencies, Lawyers, Accountants, Incubators, Investment Clubs.
What platforms does this service support?
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All Web apps
What is this service generally used for?
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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.
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FAQs:
Does this service offer an API?
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No, ContractZen does not have an API available.
What is this service generally used for?
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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?
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ContractZen integrates with the following applications: Microsoft Office 365, Assently.
Does this service offer multi-user capability (e.g. teams)?
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Yes, you can add as many users as you want (Note: Pricing is billed per user).
What platforms does this service support?
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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?
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ContractZen offers the following support options: FAQs, Forum, Knowledge Base, Online Support.
Who are the main user groups of this service?
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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.
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FAQs:
Does this service offer an API?
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Not Yet
Does this service offer guides, tutorials and or customer support?
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yes
What is this service generally used for?
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Managing work and projects
Does this service integrate with any other apps?
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Yes, Google drive, Dropbox and Google Calendar
What are some applications this service is commonly used in tandem with?
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CRM, billing and cost management software
Who are the main user groups of this service?
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Startups
SMB's
Marketing agencies
Development teams
Remote teams
What platforms does this service support?
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Native apps for IOS and Android coming soon
Does this service offer multi-user capability (e.g. teams)?
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yes
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Publisher:
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Publisher:
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Publisher:
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Other:
Who uses Shuttle
- Startups
- SMEs
- Agencies
- Enterprises
Desktop Platforms:
- Web App
- Windows
- Macintosh
Mobile Platforms:
Languages:
English
Regional Restrictions:
No restrictions.
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Other:
Who uses ContractZen
- Personal
- Freelance
- Startups
- SMEs
- Agencies
- Enterprises
Desktop Platforms:
Mobile Platforms:
Languages:
Finnish, English
Regional Restrictions:
No restrictions.
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Other:
Who uses Binfire
- Personal
- Freelance
- Startups
- SMEs
- Agencies
- Enterprises
Desktop Platforms:
Languages:
English
Regional Restrictions:
None
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