Average Ratings 0 Ratings
Average Ratings 0 Ratings
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
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