Compare Shuttle vs Zoho Books vs CobbleStone

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Crozscore:

55%
what is this?
20%
interest falling

Crozscore:

87%
what is this?
82%
65%
no significant changes

Crozscore:

76%
what is this?
100%
33%
interest falling
Shuttle screenshot Zoho Books screenshot view 5 more CobbleStone screenshot view 1 more

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:

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.

Software Description:

Contract Insight™ Enterprise Edition Software is an 'End-to-End' enterprise level, completely web-enabled, contract lifecycle management software which provides:

  • enterprise contract tracking
  • contract drafting
  • configurable custom user-defined fields
  • custom report design tools
  • artificial intelligence & machine learning
  • e-mail alerts
  • calendar reminders
  • legal hold
  • task and checklists
  • security
  • document management
  • check-in tracking
  • workflow
  • financials
  • cost control
  • searching
  • electronic signatures
  • performance tracking
  • full- text indexing
  • web platform
  • web calendaring
  • and more.

It is built upon the latest web-enabled technologies so it can be deployed faster, supported easier, thus reducing your total cost of ownership and accelerating your return on investment.

Contract Insight™ Enterprise Edition offers flexible deployment options. The Enterprise Edition may be “Locally Deployed” (installed and hosted on your organization’s server) with a perpetual one-time software license, or it may be hosted by CobbleStone Software as a Cloud / 'Software as a Service' (SaaS) solution with an annual hosting subscription.

Features:

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

Features:

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

Features:

  • Electronic Signature
  • Expense Tracking
  • Supplier Management
  • Inventory Tracking
  • Order management
  • SAP Integration
  • API
  • 2-Factor Authentication
  • Calendar Management
  • Contact Management
  • Dashboard
  • Document Comparison
  • External Integrations
  • File Sharing
  • File Transfer
  • Multi-User
  • Notifications
  • Scheduling
  • Third-Party Plugins/Add-Ons
  • Data Export
  • Data Import
  • History/Version Control
  • Password & Access Management
  • Email Integration
  • Project Management

Summary:

    No key features associated with this application.

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

Summary:

  • Contract licefycle management.

  • Contract compliance.

  • Online negotiation and electronic signature.

  • User-friendly setup and implementation.

  • Easy to use interface.

  • Create contracts from templates and clause library.

  • Receive contract key date email alerts and calendar notifications.

  • Affordable with free trial for 30 days.

  • Software available as SaaS/Cloud or Installed/Deployed.

  • Starting at $59 per user per month.

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

Pricing:

  • Starting from: $59.00/month
  • Credit card required: N/A
  • CobbleStone's contract management software is available as SaaS or installed with Concurrent User or Named User licensing options. Contact us for custom pricing quote.

Contract Insight Express

$59.00
1 user(s) / month
Included in plan:
  • Unlimited contract management
  • Unlimited contract storage
  • Unlimited contract alerts
  • Contract templates

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:

    No FAQs associated with this application.

FAQs:

    Does this service offer an API?
  • Contract Insight offers an open API backend, allowing it to be integrated with any other similarly built systems.

  • What are some applications this service is commonly used in tandem with?
  • Salesforce, MS Dynamics, Oracle, SharePoint, QuickBooks Online, SAP, PeopleSoft, ReqLogic, JD Edwards, MS Office

  • Does this service offer multi-user capability (e.g. teams)?
  • Contract Insight Enterprise Edition supports unlimited users per system, and user licenses may be added without interruption. Contract Insight Enterprise Edition has been benchmarked to support thousands of users with simultaneous access to the system. To date, CobbleStone Systems’ largest client is the State of Colorado with 116 Agencies and Sub-agencies operating their Contract Insight system with thousands of users. Employee access is only constrained by the client’s purchased license volume (concurrent user licenses or named user licenses).

  • Does this service integrate with any other apps?
  • Contract Insight Enterprise includes web services API for firewall-friendly integration and can be integrated at the MS SQL Database level; system is built on principles that allow us to extend the functionality of the system to any 3rd party software. The system is built upon open standards to allow integration with other systems via data direct, ODBC, web services, APIs, and custom scripting. Contract Insight is built upon MS SQL Server database and offers open database connectivity to allow third party reporting tools to query and report off of the system. CobbleStone also offers a Database Integration Manager for user-friendly integration setup and management (add-on module priced separately).

  • What is this service generally used for?
  • CobbleStone Software designs, develops and markets Contract Insight™ Contract - Procurement Management Software to help manage legal, sales, and procurement contracts. CobbleStone is used by hundreds of organizations spanning the globe. Tens of thousands of legal, sales, and procurement professionals use & trust CobbleStone Software for their contract, sales, and procurement needs.

  • Does this service offer guides, tutorials and or customer support?
  • The support and maintenance is included in our SaaS (CobbleStone-hosted) system as a part of the monthly fee. For the client installed version, unlimited annual support and maintenance is part of the annual maintenance and support plan.

  • Who are the main user groups of this service?
  • Contract Insight Enterprise can be either installed on your company's servers or hosted by CobbleStone Systems (SaaS).

Publisher:

Founded:
-
Based in:
Croydon
Employees:
2-10
Likes:
Followers:
117

Publisher:

Founded:
-
Based in:
Pleasanton
Employees:
-
Likes:
Followers:
44k

Publisher:

Founded:
-
Based in:
Princeton
Employees:
51-200
Likes:
Followers:

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

Other:

Who uses CobbleStone
  • SMEs
  • Agencies
  • Enterprises
Desktop Platforms:
  • Web App
  • Windows
  • Macintosh
Mobile Platforms:
  • iOS
  • Android
  • WinPhone
  • Blackberry
Languages:
Arabic, Spanish, English, Afrikaans, French, German, Chinese
Regional Restrictions:
No restrictions.
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