Compare Shuttle vs Icertis vs Zoho Books

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Crozscore:

55%
what is this?
20%
interest falling

Crozscore:

79%
what is this?
100%
34%
interest falling

Crozscore:

88%
what is this?
85%
65%
interest falling
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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.

Software Description:

The modern, efficient way to manage enterprise contracts.

The most disruptive force in enterprise IT since ERP is not contract management, but contract intelligence. Beyond simple document management, electronic signatures, clause libraries – the Icertis Contract Management platform enables a new tier of business intelligence offering an enterprise-wide 360-degree view of all enterprise contracts, deep insights and automatic oversight in a user-centric environment that accelerates time to contract, reduces risk and improves the bottom line.

Easy
Highly configurable and flexible, the Icertis Contract Management platform is easy to deploy. Designed for the modern enterprise with an intuitive user experience that makes it easy to use. Users can configure the platform to adapt to existing business processes, allow for unique contracts and workflows, or set up specialized user interfaces for individual roles making it easy to adopt.

Intelligent
The Icertis Contract Management platform intelligently reads and analyzes documents and third-party paper to provide authorized users with detailed risk reports, automatic obligation tracking, and smart notifications. The smart, contextual interface makes it easy to understand an entire portfolio of agreements and dependent relationships at a glance.

Enterprise-wide
The Icertis platform streamlines and systemizes all types of contracts and associated documentation for your entire organization in a single solution. The Icertis Contract Management platform integrates and exchanges data with all major ERP, Sourcing, Procurement, CRM, CPQ, PLM, Project Management, Service Management, and Document Management solutions, unlocking the potential for true visibility across global enterprises.

Software Description:

Zoho Books allows you to create, manage and edit sales and purchase transactions like invoices, estimates, PO, SO, credit notes, bills and expenses and more. You can connect your bank and credit card account in Zoho Books and categorize transactions instantly. The dashboard and reports section give you the insight to make smart decisions instantly.
Zoho Books streamlines business processes and you can create custom workflows to automate these processes. You can invite your customers to the client portal, so they can make online payments and view all transactions as well.

You can also invite more users and your financial advisor to Zoho Books. Create a custom role and invite these users with restriction to specific modules if you desire.

Features:

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

Features:

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

Features:

  • Analytics
  • API
  • Chat
  • Inventory Tracking
  • Marketing Automation
  • Batch Permissions & Access
  • Notifications
  • Attendance Tracking
  • Timesheets
  • File Transfer
  • Data Import

Summary:

    No key features associated with this application.

Summary:

  • Smart Contract Initiation

  • Specialized Solutions

  • Intelligent Contract Authoring

  • Negotiations and Collaboration

  • Contract Approval and Execution

  • Contract Visibility and Search

  • Usability and Productivity

  • Risk and Compliance

  • Single Source of Truth

  • RFx Management

Summary:

  • Invoicing: create, manage and send customer invoices and accept online payments.

  • Bills: manage vendors and keep track of the bills to be paid.

  • Expenses: upload expense receipts and track business expenses

  • Banking: connect online bank and credit card feeds.

  • Workflows: trigger email notification and field updates in Zoho Books with custom workflows

  • Reports: access more than 40+ reports in Zoho Books including Balance Sheet, P&L

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

Pricing:

  • Starting from: $9.00/month
  • Credit card required: No
  • Basic: $9/month
    Standard: $19/month
    Professional: $29/month

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:

    What platforms does this service support?
  • The Icertis platform integrates with many leading applications in areas such as ERP, CRM, procurement, electronic signature and identity management. Popular integrations include those for Salesforce, Microsoft Dynamics CRM, PROS, DocuSign, Adobe Sign (formerly EchoSign) and open, standards-based integration with many identity management providers.

    Mobile Experience 

    Increase user productivity, flexibility and satisfaction with native mobile support on iOS, Android and Windows. The Icertis contract management mobile apps enable users to get push notifications on tasks, view dashboards, search and view contracts and associated information, take approval actions, update notes, take actions on commitments and perform other contract-related tasks. Touch-friendly web access is also available on tablets and other mobile devices with browser support for IE, Chrome, Safari and Firefox.

  • Does this service offer an API?
  • The Icertis platform interface itself is built fully on the Icertis API. This API-first approach allows the Icertis platform to be very open, making even complex integrations easy. With specific integration components built into the architecture, the risk of upgrades and new features is reduced and integrations are more robust and efficient.

    The Icertis contract management platform can be implemented in API-only mode with a completely custom interface or access from any line-of-business application. The Icertis platform’s user interface works on the API layer and is well suited to replacement of UI screens for specialized needs. The API can connect with any portal or enterprise system to enable Icertis functionality.

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

  • What are some applications this service is commonly used in tandem with?
  • Google Apps
    Box
    Office 365
    Microsoft Azure
    Sales Force
    Microsoft Dynamics
    Outlook
    Share Point

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

  • Does this service integrate with any other apps?
  • Pre-built third-party integrations:
    Icertis integrated with sourcing, procurement, CRM, configure-price-quote, product lifecycle management, project management, service management and document management solutions.

    The platform also provides following integrations:

    Sales Integration
    Icertis Salesforce App
    Icertis Microsoft CRM App

    Enterprise Integration
    Comprehensive at rest APIs
    Message Bus Architecture
    Standard Integrations

  • Who are the main user groups of this service?
  • We've built flexible, powerful tools and features that can help every department involved in any contracting across the enterprise.
    Procurement, legal, Finance and Compliance, Sales professionals - for both buy-side and sell-side contracting.

  • What is this service generally used for?
  • The most disruptive force in enterprise IT since ERP is not contract management, but contract intelligence. Beyond simple document management, electronic signatures, clause libraries – the Icertis Contract Management platform enables a new tier of business intelligence offering an enterprise-wide 360-degree view of all enterprise contracts, deep insights and automatic oversight in a user-centric environment that accelerates time to contract, reduces risk and improves the bottom line.

FAQs:

    No FAQs associated with this application.

Publisher:

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

Publisher:

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

Publisher:

Founded:
-
Based in:
Pleasanton
Employees:
-
Likes:
Followers:
43.7k

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 Icertis
  • Startups
  • SMEs
  • Enterprises
Desktop Platforms:
  • Web App
  • Windows
  • Macintosh
Mobile Platforms:
  • iOS
  • Android
  • WinPhone
  • Blackberry
Regional Restrictions:
No restrictions.

Other:

Who uses Zoho Books
  • Personal
  • Freelance
  • Startups
  • SMEs
  • Agencies
  • Enterprises
Desktop Platforms:
  • Web App
  • Windows
Mobile Platforms:
  • iOS
  • Android
  • WinPhone
Languages:
French, Dutch, Italian, Chinese, Swedish, Spanish, English, Portuguese, Japanese
Regional Restrictions:
Exclusive edition of Zoho Books is available in US, UK, Canada. We also have a global edition for rest of the world.
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