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Average Ratings 0 Ratings

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ease
features
design
support

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Write a Review

Description

EntityKeeper simplifies the way you manage entities, org charts, and filing and compliance requirements across your organization. Our platform enables you to easily access real-time information, customize data fields, manage critical deadlines with notifications (like filing/tax dates), and create in-depth org charts. Manage, organize, track, and service all your entities in one secure solution with EntityKeeper.

Description

Synx stands out as the most user-friendly and efficient CRM Portal builder on the market. By integrating with Microsoft Dynamics through Sitefinity, users can seamlessly synchronize entities, attributes, and views directly into the content management system. The setup process is designed to be straightforward, ensuring that installing Synx is a hassle-free experience. Users can create forms that draw from and update data across various sources, utilizing CRM entities and attributes for flexibility. The presentation of CRM data can be customized with a variety of chart and grid types, tailored to fit the specific nature of the data. Additionally, with Scheduled Syncing, you have the option to determine when Sitefinity interacts with the CRM, retrieving the most current content as needed, ensuring that your portal always reflects the latest information available. This level of integration and customization truly enhances the effectiveness of managing customer relationships.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

No details available.

Integrations

No details available.

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Pricing Details

$349 per month
Free Trial No 
Free Version Yes 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based No 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows Yes 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) Yes 
In Person Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) No 
In Person No 

Vendor Details

Company Name

EntityKeeper

Founded

2013

Country

United States

Website

www.entitykeeper.com

Vendor Details

Company Name

Synx

Country

United Kingdom

Website

www.crmsynx.com

Product Features

Company Secretarial

Annual Filings Yes 
Archiving & Retention Yes 
Company Formation Yes 
Company Register No 
Dividend Administration No 
Document Templates No 
Important Dates Reminders Yes 
Multi-Company Yes 
Officer Management Yes 
Shareholder Management Yes 

Entity Management

Access Control Yes 
Compliance Management Yes 
Contract Management No 
Corporate Structure Management Yes 
Document Assembly Yes 
Due Date Tracking Yes 
Electronic Filing No 
Electronic Signature No 
Multi-Jurisdictional Yes 
Ownership Tracking Yes 
Records Tracking Yes 
Registered Agent Services Integration Yes 
Subsidiary Governance No 
Task Management Yes 

Legal Document Management

Access Controls Yes 
Archiving & Retention Yes 
Collaboration Yes 
Contract Management No 
Document Assembly No 
Document Indexing Yes 
Document Tagging Yes 
Full Text Search No 
Version Control Yes 

Risk Management

Alerts/Notifications Yes 
Auditing No 
Business Process Control No 
Compliance Management No 
Corrective Actions (CAPA) No 
Dashboard Yes 
Exceptions Management No 
IT Risk Management No 
Internal Controls Management No 
Legal Risk Management No 
Mobile Access No 
Operational Risk Management No 
Predictive Analytics No 
Reputation Risk Management No 
Response Management No 
Risk Assessment No 

Product Features

Integration

Dashboard Yes 
ETL - Extract / Transform / Load No 
Metadata Management No 
Multiple Data Sources No 
Web Services No 

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