Alternatives to Moxo

Pipedrive is a powerful CRM and sales pipeline management platform designed to help businesses track and optimize their sales processes. The platform offers automation tools, AI-powered sales insights, and real-time reporting to help businesses close deals faster and more effectively. With customizable workflows, integrations with a wide range of apps, and an intuitive interface, Pipedrive supports sales teams of all sizes in managing leads, automating repetitive tasks, and monitoring performance for smarter, data-driven decisions.

Please also update our description as follows: Birdeye is the top-rated reputation, social media, and customer experience platform for local brands and multi-location businesses. Over 150,000 businesses leverage Birdeye’s AI-powered platform to get found online, improve online reputation, streamline social publishing, connect through digital channels, and deliver a wowing customer experience.

Partnering with Salesforce, Titan Forms and Apps are a game-changer in the industry, making the world’s number #1 CRM accessible, and effortless for anyone to use. At the touch of a button, and with zero code, experience strength, speed, and agility for Salesforce Forms and your business processes. Slash time to market, nuke code, and tackle any use case on a single platform. Our best-of-breed forms and applications for Salesforce cater to any industry and it’s our mission to provide custom solutions for difficult problems. Build beautiful web portals, sign documents, generate docs, send surveys, automate contracts, fill out Salesforce forms, and so much more in just a few simple clicks. No code required and with our new AI assistant you can build even faster and with fewer errors. We are the only product on the market that empowers you to send data to Salesforce and pull it back in real-time without any development or added expense. Our customers and partners are the heartbeat of Titan. If you need a feature, simply request it via our Titan X Lab and we will consider it for our roadmap! So what’s stopping you? Schedule a demo today.

Twilio Flex is the programmable cloud contact center platform that gives your company complete control over how, when and what you deploy. Powering over half a million agents today, Twilio Flex is accelerating digital transformation by freeing companies from the limitations of legacy call centers, all on one powerful platform. Flex customers have reported lower handle times by up to 38% after giving agents personalized access to information from multiple backend applications - CRM, payment systems, service ticketing, rewards program, navigation on the web, etc. Unlock hyper-personalization by gathering relevant, contextual information at your agents' fingertips so they can deliver the best customer experience. Find the documentation, sample code, and developer tools needed to tailor the contact center to your unique needs. Whether you're starting an outbound call, initiating a warm transfer, or monitoring agent activity, our guides will provide you the context you need to get the most out of Flex's existing architecture.

Engage is a highly personalized and exceptional experience that uses the power of AWS, Generative AI and AWS. Operating clunky, on-premise systems of contact centers is time-consuming and costly. Local Measure's Engage For Amazon Connect is helping contact centers cater to the modern consumer's needs. Engage is a Contact Center as a Service. This means that we handle all updates and improvements. We do not require expensive agent licenses or hardware. Our consumption-based pricing is designed to accommodate businesses of all sizes. To build a brand, you must put your customers first. Engage helps agents better understand their customers and make their lives easier with intelligent AI, features like sentiment analysis and chatbots. Engage includes Voice, Email, SMS and Facebook Messenger, Instagram DM (Direct Message), Twitter DM (Direct Message), WhatsApp, WeChat LINE, and Web Chat.

With over 700 direct carrier connections and 60+ offices on 6 continents, Infobip is a global leader in omnichannel communication. We make it our business to simplify how brands connect with, engage and delight their customers at global scale. Our programmable communications platform delivers a suite of tools for advanced customer engagement and support, plus security and authentication. We make this available to you across the widest range of communication channels possible. THE INFOBIP ADVANTAGE (1) Personalized omnichannel customer connections Achieve deeper customer engagement across the widest selection of local and global channels, including: SMS, RCS, WhatsApp, voice, video, email and the most popular chat apps. (2) Global reach, local presence Our 60+ offices around the world allow us to react faster. We provide 24/7 customer support, technical solutions in-line with needs and local requirements — based on proven best practices. (3) Full stack customer engagement Deliver better outcomes for your business by enhancing your communications with fully integrated contact center, marketing automation, and chatbot building solutions informed by our customer data platform.

Stop chasing your clients for documents. Easily request files, documents, forms & digital signatures from your clients – set a due date and save hours as your requests are returned to you effortlessly. Why do our customers choose FileInvite? 1. FileInvite customers have experienced an average 34% decrease in document turnaround when adopting our document collection system. Some clients have consistently reduced document turnaround time by as much as 87.5%. 2. FileInvite reduces the steps your clients need to take by up to 5 times, compared to requesting information by email. Discover what a customer-centric approach to document collection can do for your business. 3. A customer support team that prioritizes your success. FileInvite's customer support team has been rated 5 stars across 100+ reviews in Capterra. Trusted by customers large and small, worldwide, FileInvite is the pioneer of document collection solutions for customer-centric businesses. Try FileInvite free for 14 days. No credit card required. Send your first Invite in just five minutes when you sign up for a free account.

Lime Connect is the leading software for customer messaging and support automation in Germany. The heart of this solution is the Message Center - a central inbox for all messaging channels such as website chat, WhatsApp, Facebook Messenger and more. From here, all messages can be processed with professional features such as message templates, live translations and file sharing. Lime Connect has a powerful website messenger that companies can integrate into their website. The live chat tool lets your customers choose to either have a conversation at that moment or continue it at a later time - just like their favorite messaging apps. For complex inquiries or product demos, the software gives agents the ability to switch from a chat to a browser-based video call with one click, which also allows for screen sharing. That way, companies can personally guide website visitors throughout the entire buyer journey and strengthen the customer relationship. Self learning chatbots with GTP-4 integration, smart FAQ pages and dynamic contact forms can be integrated via the Lime Connect AI Automation Hub to automate your customer support. The software is developed and hosted in Germany, making Lime Connect a GDPR-compliant customer communication solution.

Product Fruits is a code-free product adoption platform for web-based apps. It allows you to onboard users to your product, show them how to derive value and guide them to the aha-moment. Our all-in-one tool gives you all the features you need to improve user onboarding to your app or web: Interactive product tours, guides & walkthroughs Hints, beacons & tooltips User onboarding checklist In product announcements User feedback collection One-click bug reporting In app help center (Life Ring Button) Knowledge base Our customers achieve higher conversions, lower churn and less support tickets. Product Fruits editor was built with a non-technical user in mind and you don’t need any coding skills to create beautiful onboarding experiences. We’ re serving SaaS companies all over the world helping them to increase conversions, reduce churn and lower support tickets. You can get up and running in 5 minutes or under, free trial is available.

Ondato offers identity verification, business onboarding, customer data platform, due diligence, and authentication solutions tailored to fit in your everyday workflow. Our tools fit the entire customer lifecycle management, starting from onboarding and ending with continuous user monitoring. It's a one-stop solution whether you're worried about compliance or are looking for a more user-friendly data management platform.

ReviewInc is a leader in Business Reputation Management Services. ReviewInc's growing client base includes major international chains, brand-auto dealers, dental, medical and travel, leisure, property managers, retail stores, restaurants legal services, country club owners, and many more. ReviewInc is dedicated to educating business owners about the importance of customer reviews, and managing your online reputation.

Assembly serves as a comprehensive platform for client engagement and back-office operations, tailored specifically for tech-driven professional service organizations like those in consulting, law, accounting, real estate, marketing, and technology. By consolidating various tools into a single, branded client portal, it enables businesses to seamlessly connect, communicate, invoice, share documents, and manage tasks from the initial sale through to full-scale operations. This system enhances visibility into client relationships organization-wide, utilizing secure AI support to optimize workflows and conserve valuable time. Furthermore, Assembly integrates smoothly with pre-existing business applications through various methods, including embeds, Zapier, Make, or its versatile API, while also allowing for the development of custom applications. Among its standout features are secure messaging, document sharing, invoicing with one-click payment options, electronic signatures, storefront capabilities for productizing services, customizable forms, and task management. The platform is crafted to provide exceptional, contemporary client experiences while ensuring robust security measures and HIPAA compliance. With its innovative approach, Assembly not only simplifies operations but also elevates overall client satisfaction.

True digital adoption empowers users to keep up with technology. WalkMe's Digital Adoption Platform makes it easy to use any software, website or app. Our comprehensive solution analyses and automates processes, providing proactive, step-by–step guidance. Users can complete tasks quickly and easily with our comprehensive solution.

Each of our six industry-specific products is tailored to your specific vertical in order to help you achieve your business goals. CRM for Wealth Management - This tool helps advisors to grow their assets by building strong client relationships. CRM for Private Banking - CRM helps Relationship Managers to grow assets under management by strengthening client relationships. CRM for Commercial Banking – Helps bankers increase upsell and cross-sell opportunities through personalized service. CRM for Corporate Banking – This CRM helps business bankers increase upsell and cross-sell opportunities through connecting insights and sales teams across different regions. CRM for Sales, Research, Trading & Research enables users to maximize profit and maximize capital usage CRM for insurance helps agents drive renewals, cross-sell opportunities, and helps them get more business. Our products can fulfill all your CRM requirements in one package. This includes sales, service and marketing capabilities that are tailored to your industry.

Quickly onboard customers, boost conversion rates, and enhance wallet share. Provide the top-notch digital experiences that your clientele anticipates. Our customizable solution encompasses digital account initiation, loan application processing, cross-selling opportunities, and insightful business analytics. It seamlessly integrates with your existing core banking infrastructure. Swiftly implement charitable financial initiatives that foster greater member engagement and generate referrals. Revamp your digital user journey without altering your back-office operations and systems. This solution offers loan origination and account creation tailored for community banks, equipped with the data intelligence, advanced marketing automation, and polished user interface necessary to rival fintech companies. Additionally, streamline the application process for supplementary products by utilizing the customer’s pre-existing information. This comprehensive approach not only enhances customer satisfaction but also drives long-term loyalty and retention.

involve.ai offers a user-friendly, no-code solution designed to consolidate all your scattered customer data into a comprehensive early warning dashboard. This platform allows you to grow your business effectively without the need to hire numerous new Customer Success Managers or data analysts. By merging all your fragmented information, you gain complete visibility into your customer interactions, enabling you to enhance their experience as you scale. The system provides tailored action suggestions throughout the customer journey, helping you determine which clients to focus on daily in order to adopt a proactive approach. Furthermore, the sentiment analysis feature yields precise insights into customer health, aiding in the early detection of churn risks and opportunities for upselling or cross-selling before they arise. Additionally, leveraging historical data enables you to establish recommended segmentation and benchmarking, which helps in identifying critical leading indicators for your business's success. This comprehensive approach ensures that you stay ahead in understanding and meeting your customers' needs.

Operators globally leverage our cloud platform to deliver a premium, comprehensive, branded, and cross-platform cloud backup and synchronization service. However, for these operators, cloud functionality extends far beyond mere data storage and syncing. They utilize our platform to introduce and bundle innovative premium service offerings and device experiences that accelerate retail timelines for device upgrades, safeguard against lost or damaged devices and data, simplify the online onboarding and setup process for new devices, and open up new revenue streams. As the leading white-label cloud service provider, we enable operators to access a robust application and cloud services platform designed to store and sync subscriber content, while simultaneously enhancing the overall content management experience and facilitating the creation of new revenue-generating services. Our mobile content transfer application provides subscribers with a cross-platform, user-friendly solution for wirelessly migrating personal content from an older device to a newer one, ensuring a seamless transition. This empowers users to embrace new technology without the hassle of losing important data during the upgrade process.

Enhance your revenue streams through a comprehensive and advanced onboarding journey. Create exceptional customer interactions while managing risks effectively using top-tier tools. Your entire sales funnel is integrated within a single platform, encompassing lead qualification, KYB processes, e-signatures, segmentation, and scheduling meetings. Utilize components such as tailored rules and no-code workflows to streamline and automate all aspects of identity verification and onboarding. Conduct continuous website evaluations, sanction checks, and social media assessments to ensure ongoing compliance. Facilitate a seamless experience for low-risk users, allowing them to navigate effortlessly. Adapt the application process in real-time based on risk assessments from both internal and external sources. Identify specific areas where potential leads drop off, down to the precise moment or data entry field, utilizing detailed analytics and screen recordings. Optimize your conversion rates and elevate productivity significantly, achieving a tenfold increase. Transition from monotonous manual operations to seamless automation, revolutionizing your workflow in the process. This approach not only simplifies the onboarding journey but also fosters stronger customer relationships and trust.

Wyng is a leading Privacy-First Marketing Platform. Wyng is built on a privacy-by-design API and zero-party data API. It makes it easy for brands and enterprises to deliver customer experiences which are always relevant, welcome, and compliant. Wyng is used by more than 250 brands and businesses to build trusting relationships with their customers. Create your own custom interaction or choose from dozens Wyng templates to engage customers, collect data and build trust. More relevant, engaging experiences increase conversion, collect data, build loyalty and increase purchases. Create world-class experiences with your brand in minutes. Instantly personalize and gain insights using accurate, clear zero-party data. Consent-driven, zero-party data produces better results without privacy concerns. Wyng services will help you accelerate your team and use flexible enterprise-grade tools that can keep up with the pace of the market.

Unlike traditional IVRs that depend on fixed menus and scripted replies, Mosaicx IVAs utilize natural language understanding (NLU) to comprehend and respond to customer inquiries. This capability allows for a more dynamic interaction, enhancing the overall customer experience. With decades of expertise in advancing customer experience technology, the Mosaicx team remains dedicated to listening to client feedback and consistently refining the platform to align with user demands. Our solution offers conversational AI that is tailored not only for your customers but also for your business needs. Furthermore, Mosaicx facilitates easy access to customer experience analytics through the same interface used for application management. By leveraging generative AI, it can extract information from a variety of approved sources, including company websites, internal documents, and spreadsheets, to provide accurate answers to unforeseen queries. This ensures that the responses generated are reliable and free from unexpected surprises, fostering trust and satisfaction in every interaction. Ultimately, Mosaicx represents a shift towards a more intuitive and personalized approach to customer service.

CX can be humanized! Increase response rates in VoC and NPS and CX Management programs by engaging and fully customized interactions. surveys, forms, etc.) These touchpoints can become extensions of your brand. OPINATOR allows you to respond to customer feedback, reduce customer effort, drive value at every touchpoint, and take action on it. Predictive, Prescriptive and Text Analytics, Case Management system and role-based dashboards. Create remarkable interactions and convert customers into advocates. OPINATOR can be managed by yourself, but you can also call upon the Customer Success team to help you with your projects. Customers expect delightful and innovative interactions. Combining technology, creativity, deep customer understanding, and technology can deliver these experiences and increase customer engagement. In the next decade, companies will double their CX efforts. Instead of relying on inefficient surveys, engage your customers with personalized UIs.

The ultimate solution for account origination, KYB/KYC and funding. It will improve operational efficiency, reduce costs and create a frictionless experience for customers. The ultimate solution for account origination, KYB/KYC and funding. It will improve operational efficiency, reduce costs and create a frictionless experience for customers. Simplici’s Compliance Fabric™, which combines powerful KYC (Know Your Client) and AML tools to reduce fraud, will help you reduce your compliance risk. Create branded ID verification flows in minutes, with automated tasks that boost user conversion. Protect your business and customers from fraud using biometrics, device data, liveness checks and relevant KYC information.

Elevate your customer experience through advanced conversational intelligence that sets a new standard. Our context-aware solutions empower businesses to deliver exceptional service on a single, robust platform. By facilitating smooth, multi-channel interactions, we enable hassle-free communication with your customers. This context-driven approach fosters meaningful relationships with clients, making it easier than ever to engage with them. Engage serves as a comprehensive platform that supports industries aiming to enhance and streamline customer interactions, significantly elevating service quality. Employees can efficiently manage tasks from anywhere at any time, utilizing any mobile device available to them. To tailor our services to your specific requirements, we offer a detailed assessment questionnaire that highlights your unique needs. Furthermore, you can configure staff, departments, divisions, and locations, alongside creating customizable appointment time slots that align with your business demands, ensuring optimal service delivery at every level. With this flexibility, businesses can design service time slots that cater to their operational requirements, enhancing overall efficiency and customer satisfaction.

ChurnZero, a real-time Customer Success Platform, helps subscription businesses combat customer churn. Its software solutions enable businesses to understand how customers use their product and assess their health. This allows them to improve product adoption and increase renewal rates. Businesses can also personalize their customer experience by providing timely and relevant touchpoints.

Airkit enhances your existing record systems to provide digital experiences that inspire customer engagement. Transform any sales and service interaction throughout the customer journey, including automated onboarding, self-service account modifications, digital cross-selling, and churn reduction, alongside a wide array of other functionalities. Simplify front-end development using pre-existing components and templates for web, mobile, voice, and chat, or create custom solutions tailored to your needs. With top-tier debugging and error management tools, you can deploy high-quality applications more swiftly and with increased assurance. This leads to fewer mistakes and reduced maintenance efforts. Design your unique brand components and asset libraries to ensure that your applications consistently adhere to your branding standards. Seamlessly transmit customer information between your core systems and Airkit-enabled experiences through the use of APIs and ready-to-use integrations. Assess and enhance user interactions with integrated app analytics and reporting dashboards that track engagement levels. Furthermore, eliminate the need for physical paperwork to meet compliance, privacy, and security standards, ensuring adherence to regulations such as TCPA, PCI, SOC2, GDPR, and HIPAA. By leveraging these capabilities, businesses can focus more on enhancing customer relationships and less on operational hurdles.

Prokeep is an easy to use, constantly improving messaging platform that was created exclusively for distributors. It is supported by a dedicated team that is focused on our customers success. Prokeep makes it easy to streamline customer communications and keep your customer relationships (and your business) growing. Prokeep is an easy to use, constantly improving messaging platform that was created exclusively for distributors. It is supported by a dedicated team that is focused on our customers success. Prokeep streamlines customer communications so that your customer relationships and business can grow. Prokeep sends text messages even if your phone line is down. There is no software to download or update. Prokeep is a web-based cloud app that can be moved to any machine. Prokeep sends over half a million messages each month. This includes hundreds of thousands of orders, inventory confirmations, and customers simply saying hello.

A contemporary and intelligent approach to enhancing customer experience is essential. Initially, Customer Communication Management might appear straightforward, but as a business begins to analyze the various forms of communication it uses—such as sales proposals, contracts, invoices, account statements, debt collection letters, product launches, promotional offers, appointment notifications, and more—the complexity quickly increases. With a multitude of channels at their disposal, including print, email, interactive online documents, SMS, and push notifications, alongside the diverse languages and preferences regarding formats, channels, and tones (whether casual or formal) of their clientele, achieving effective communication can transform into a significant challenge. Ecrion’s document automation platform simplifies and optimizes the creation and distribution of vital business documents within an adaptable and scalable framework. By implementing workflow rules, it expedites and clarifies intricate processes—whether they are manual, fully automated, or a hybrid of both—to guarantee that communications are consistent, high-quality, and well-regulated. Ultimately, this enhances the overall efficiency of the organization's communication efforts, leading to improved customer satisfaction and loyalty.

Umanest streamlines property management and fosters accelerated organic growth. By transforming satisfied landlords and tenants into enthusiastic advocates for your brand, you can concentrate on expanding your business. You understand the immense effort required to manage a single tenancy and dedicate long hours to provide excellent residential property management services. However, frustration arises when operations falter unexpectedly and you remain unaware of potential problems. It often feels like a guessing game regarding your clients’ satisfaction levels, whether they are pleased or displeased. With our customer satisfaction management system, you gain the assurance that client concerns are identified swiftly and in real-time, allowing your team the opportunity to engage directly with solutions, initiate conversations, and alleviate any worries. Consequently, your property management operations can flow more seamlessly, ensuring that hidden issues are brought to light and addressed promptly, which ultimately enhances the overall experience for both landlords and tenants. This proactive approach not only improves service quality but also strengthens relationships with your clients.

Motion.io serves as a comprehensive client portal and project management solution tailored for service-oriented businesses, aiming to enhance the efficiency of client interactions. It features intuitive, white-labeled portals that allow clients to engage without logging in, facilitating file uploads, form completions, project tracking, and team communication seamlessly. The platform's task builder empowers businesses to designate responsibilities while sending automatic reminders to clients for essential actions, like document signing or information submission. Additionally, Motion.io incorporates electronic signature capabilities, allowing clients to finalize contracts right within their portals. Clients benefit from a project tracker that offers transparent insight into every phase of their projects, minimizing the need for frequent status update meetings. Furthermore, the integrated inbox merges all client communication, encompassing messages and support requests, into a single manageable dashboard, thus streamlining overall client management processes. This holistic approach not only enhances productivity but also fosters stronger client relationships.

Top of Mind Networks' Surefire CRM is the most trusted marketing automation and creative content solution in the mortgage industry. Top of Mind's SurefireCRM helps mortgage professionals, from individuals to corporate lenders, win new business, get repeat business, and earn referral business. Mortgage professionals can effortlessly maintain and strengthen their emotional connections with clients by using intuitive workflows that are easy to use and award-winning content. Services available - SMS and Email Marketing Automation - Lead Distribution and Management - Customizable video marketing Curated Content Library of Award Winning Content - Integration with LOS/POS, PPE Software Systems - And so much more

Clustdoc is a leading client onboarding and verification software that helps SMB and Corporate Teams streamline and systemize the way you work with new clients. With Clustdoc you’ll be able to automate the onboarding process and handle new client required documents, files, contracts and overall information as part of their customer or admin onboarding procedures. / as part of their initial onboarding checklist / client intake process.

Heyday's Conversational AI platform is for retailers. It combines the power and human touch of AI to deliver 5-star customer experiences. An online sales assistant that never sleeps can capture, engage, and convert leads. Heyday personalizes your website's customer experiences by connecting to your product catalogue to provide tailored search results and recommendations. Your associates are only contacted when customers are ready for purchase. AI powers Heyday to create the ultimate personal shopper experience. Are you overwhelmed by repetitive customer service inquiries? Heyday's powerful Conversational Ai technology eliminates repetitive customer service requests and saves your team time. This allows them to focus on customer conversations with higher value and our chatbot takes care the rest.

Enhance customer retention and loyalty by actively refining the experience, ensuring real-time visibility into performance metrics. Address and resolve issues as they arise by utilizing immediate feedback, which allows you to provide solutions to customers' challenges in the moment. Foster a customer-centric culture by sharing real-time feedback, benchmarks, and reports with your entire team, encouraging ongoing service enhancements. Establish consistent brand standards across all locations and assess results to ensure uniformity. Create actionable strategies grounded in accurate data, empowering your front-line staff to gain a deeper understanding of the customer experience. By leveraging guest feedback, you can optimize employee training initiatives, concentrating on aspects that are most significant to customers. From service quality to cleanliness, staff friendliness, and food excellence, identify the key areas of importance for your customers, allowing you to make well-informed decisions that elevate their overall experience while cultivating a loyal customer base. Additionally, regularly revisiting and adjusting these strategies will help you stay aligned with evolving customer expectations.

Many agencies boast about their excellent customer service, but what specific tools and resources can you genuinely offer to enhance that service? Elevate the customer experience by leveraging Zywave’s Client Cloud, which equips your clients with centralized tools and content tailored to address their unique business challenges. Whether it's HR support, compliance assistance, employee training, or any other requirement, Zywave’s Client Cloud supplies everything necessary for delivering outstanding customer service throughout the year. Establish your reputation as a reliable advisor by guiding your clients through the intricate landscape of compliance and risk management. By providing them with access to comprehensive tools and an extensive content library, you can help them ensure compliance and steer clear of potential penalties. Additionally, offering training courses through an intuitive learning management system (LMS) has never been simpler, enabling you to meet the needs of your clients and their teams effectively. This comprehensive approach not only strengthens client relationships but also enhances the overall value you provide as their trusted partner.

Simplifying Compliance Management Enhanced supplier oversight. Diminished third-party threats. Embrace the next phase of compliance management with us. The solutions from ComplyWorks are adaptable, scalable, and budget-friendly, enabling you to surpass fundamental governance, risk management, and compliance (GRC) standards. If you have an existing GRC framework, we can assist in extending this framework to your third-party partners for a uniform strategy across your international operations. Our extensive capabilities and local implementation have allowed us to support clients in more than 120 countries and continue to expand. At ComplyWorks, we understand that safety and compliance are about real individuals; that's why clients turn to us daily for assistance in optimizing their operations. This focus empowers ComplyWorks clients to effectively lower expenses, mitigate risks, and minimize liabilities throughout their global enterprises, fostering a safer and more compliant business environment.

SMS Marketing Services made simple. Send 10 to 100,000 SMS or MMS pictures text messages instantly to any mobile number. Easy creation of an opt-in subscriber base. You can schedule text messages to go out at any time. Track text message delivery. Our plans start at $24 per month. You can also try our Annual Plans. Pay up-front for one calendar year and receive 20% more messages immediately. The Annual Plan also includes bonus messages for free

Customers can receive crucial documentation in just minutes. They upload or take a photograph of their sensitive information and can send it securely immediately. Unlimited number of document uploads, regardless of size. Send documents anywhere, anytime. Automatic document alignment and edge cropping. You can stand out from the rest and provide seamless onboarding for your customers. The platform does all the work so you can concentrate on providing outstanding service. Let the platform free your staff from administrative burdens and let them spend their time building your customer base. Our clients have seen a 35% increase in sales. Work smarter, not harder - drastically reduce labour costs and keep your business costs down FastDox reduces postage costs by 95%, and ensures repeat business.

Liferay Digital Experience Platform (DXP), is designed to integrate with your existing technologies and business processes to create a customized solution that meets your specific needs. Liferay DXP can help you create great experiences. You can create customized web experiences that empower and attract users. Your audience will find the information they need quickly and easily by creating engaging, personalized, and simple experiences. Easy self-service can help you reduce customer support costs. Streamlining processes and helping your customers get what they want faster will improve customer experiences and operational efficiency. A simplified digital commerce solution can increase online revenue. With a platform that makes it easy to do business with your customers, you can simplify ordering, increase average order size, encourage repeat purchases, and increase your online revenue.

Lynq by Agent IQ is an innovative relationship banking platform driven by AI that empowers financial institutions to enhance customer connections beyond traditional branch interactions. This platform merges immediate AI self-service capabilities with straightforward access to a personal banker, ensuring that clients receive quick responses and personalized assistance seamlessly. Among its many features are asynchronous messaging, video calls, voice communication, co-browsing options, and secure file sharing. The AI also aids employees by providing suggested responses, auto-tagging conversations, translating messages, and summarizing discussions for efficiency. Teams can effectively manage outreach efforts through role-based routing, organized queues, SMS notifications, push alerts, and proactive updates. Leadership is equipped with analytical tools that monitor discussion topics, assess sentiment, and track resolution times. Lynq offers seamless integration with digital banking systems and customer relationship management (CRM) platforms via APIs and webhooks. Security measures include compliance with SOC 2 standards, single-tenant hosting within the US, and robust encryption for data both in transit and at rest. Additionally, financial institutions can customize user experiences tailored to specific customer segments, branches, and business lines, ensuring a more personalized banking experience. This comprehensive approach not only strengthens relationships but also drives growth in the competitive banking landscape.

Coordinate data and experiences seamlessly across various channels and technology frameworks. Your customer engages with your brand through multiple platforms, including mobile, websites, and emails. Discover how Conscia gathers, consolidates, and enhances customer data from diverse channels to establish a cohesive view accessible by all applications through real-time APIs. Content may be distributed across numerous CMS platforms and enterprise systems. Explore how our innovative headless CMS provides a singular view of all your content within a centralized interface, enriching existing material while enabling the creation of new content. Context encompasses the channel of customer engagement, along with their immediate location, intent, and perspective. Uncover how Conscia equips marketers with both rule-based and algorithmic options to dictate what customers perceive based on their current context. This approach allows marketers to exert greater control and minimizes their dependency on IT resources, fostering a more agile marketing environment.

Introducing a state-of-the-art client portal designed for forward-thinking businesses. Clients can easily log in through your website to share files, sign documents, make payments, communicate, and much more. This all-in-one application encompasses everything necessary for managing a virtual business, including billing, file sharing, electronic signatures, messaging, client intake forms, and a comprehensive knowledge base. The portal provides you with the flexibility to customize what your clients can view. You have the option to host the portal on your own domain, ensuring that every detail aligns with your brand identity. Whether you choose to integrate it with an existing marketing website or utilize our website builder to craft a page tailored for professional services, the possibilities are endless. Enhance your client portal by incorporating the secure file-sharing and eSignature features, effectively replacing services like Google Drive, Dropbox, ShareFile, and DocuSign. Additionally, implement the billing module to offer clients a branded payment experience, substituting platforms like Bill.com and FreshBooks. Streamlining your client intake process is effortless with the addition of the intake forms module, which can replace tools such as Formstack and Microsoft Forms, making your operations more efficient and cohesive. With this portal, you can revolutionize how you interact with clients, ensuring a seamless and professional experience every step of the way.

SmartKarrot, a cloud-based solution for Customer Success & Account Management allows teams to manage Customer Growth (Expansion/Retention & Renewal), with a platform focussed on Intelligence & Automation. 1. SmartKarrot is built on Augmented Intelligence and proactive handles complex use cases related to Expansion & Retention. Multiple products, service lines, and geographies. 2. Our customers can scale efficiently with our intense focus on Automation & Playbooks. 3. Our New Age Design with a PLG mindset makes for a great user experience. 4. Our unlimited user packages allow our clients to be truly Customer Centric and enable great alignment within their teams.

Conversational messaging for Salesforce, Zoho, and other CRM-based messaging platforms can help you win more deals. Text messaging is the best way to respond to an inbound lead and foster an interactive conversation. Consumers are more likely to attend events and meetings if they are reminded. A seamless notification process is possible with CRM-driven automated SMS messaging. Omnichannel messaging allows your business to communicate with customers across all channels from the CRM. With a robust mobile app, you can work from anywhere. Our technology allows for tight CRM integration, routing, notifications, and keeps the conversation going. Conversational messaging can be used to increase engagement and build better relationships.

Businesses possess the necessary data to genuinely comprehend their customers, yet many struggle to derive meaningful insights from it. Even fewer are adept at utilizing these insights to tailor experiences in real-time. A select group—the forefront leaders in customer engagement—can extend that real-time personalization across various channels, customer journeys, and business sectors. Position yourself among the elite in customer engagement. Harness your existing data, technological capabilities, and communication avenues to craft remarkable experiences with our integrated cloud engagement solution, CSG Xponent™. Xponent merges a powerful customer data platform, top-tier customer journey orchestration, and analytics with effective omnichannel communications all within a single framework. By utilizing Xponent, organizations can provide tailored, anticipatory, and proactive customer interactions that enhance business results, accelerate value delivery, and mitigate risks. Ultimately, this comprehensive approach empowers businesses to foster deeper relationships with their customers and drive sustained growth.

Do you know that 70% of customer-facing projects fail in the first 90 days? Reasons: delay in time-to-value, poor customer experience & sluggish implementation. Rocketlane is purpose-built for customer projects. It accelerates time-to-value, brings consistency in your execution, and elevates the CX. It uniquely combines project management, document collaboration & communication to help you impress customers & keep them accountable, get visibility across projects & manage resources. Try now.