Alternatives to Zapa Client Portals

Hundreds of companies and millions of employees use Axero’s intranet software to communicate, collaborate, manage tasks and events, organize content, and develop their company culture.

Effortlessly streamline your meetings with iBabs. This powerful app eliminates paperwork, simplifies decision-making, and enhances efficiency. With iBabs, you gain complete control and a comprehensive overview of all meeting details, making it easier to organize and attend meetings. Trusted by 3,000 organizations and over 300,000 users, iBabs ensures secure and automatic management on any device. Years of experience refining board meeting processes means you can make confident, informed decisions every time.

Moxo’s service orchestration platform revolutionizes complex B2B interactions by delivering seamless and efficient experiences. Inefficiencies and risks often arise when business processes are scattered across departments, clients, vendors, and partners. Moxo eliminates these challenges by unifying workflows—transforming fragmented operations into streamlined, cost-effective solutions that boost client satisfaction. Moxo platform accelerates essential tasks such as client onboarding, document management, and exception resolution. The outcome: quicker process completion, minimized compliance risks, and exceptional client experiences. Trusted by industry leaders in financial services, consulting, legal, healthcare, and real estate—including Citibank and BNP Paribas—Moxo powers the orchestration of mission-critical business relationships.

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.

GreenOrbit has been in the intranet software industry for more than 20 years and has worked with many IT departments on successful intranet projects of all sizes. - Our out-of-the-box intranet software is quickly deployed. - Once deployed (either in the cloud or on-premise), GreenOrbit is easy to manage and requires minimal input from the IT department, which in most cases can be outsourced to other departments for day-to-day management. - GreenOrbit is easy to use - in fact, it is used by over one hundred customers and more than 380,000 users. - It provides a centralized location for communication and document management, forms and workflows, and many other features. - Most importantly, GreenOrbit is secure.

Aprio board portal software saves time in board meeting preparation, improves board communication and engagement and streamlines decision-making beyond the boardroom. Our secure, easy to use cloud-based board portal is the first choice among credit unions, financial services, banks, healthcare and education organizations to provide instant access to board materials on any device and enable real-time collaboration and communication. Backed by 24/7 support from former board administrators, we make good governance simple.

Onehub is a secure file storage and sharing platform that can be used by businesses of all sizes. You can secure your data with bank-level encryption and our granular, role-based permissions structure. This allows you to control who has access to your content as well as share sensitive business files with confidence. Onehub provides a range of powerful business tools, including virtual data rooms, client portals and Google Docs integration. It also offers automatic watermarking, branded workspaces and custom agreements to increase and expand file sharing. You can customize your Onehub Workspace to give content sharing a professional, polished look. You can also create your own Client Portal. Onehub's virtual data room allows your business to send confidential information to clients and keep collaborators anonymous.

SmartVault makes it easy to digitize your documents and move to a totally paperless workflow. Scan files directly to the right folders and reduce hard-copy document clutter. SmartVault gives you a central document cloud storage solution for all your internal and client documents. From now on, you’ll be able to quickly find the file you need, when you need it, and share it securely with the right people.

OnBoard is a premier board management solution that simplifies governance, enhances security, and boosts director engagement. Trusted by over 6,000 organizations worldwide, OnBoard consistently tops G2, Capterra, and SoftwareReviews. OnBoard’s intuitive design and robust security features ensure efficient and secure board operations. Key features include agenda builder, shared annotations, secure messaging, voting & approvals, D&O questionnaires, meeting analytics, automated meeting minutes with OnBoard AI, skills tracking, assessments, and seamless video conferencing integration. With AI-powered minutes, generate accurate meeting summaries with just one click, ensuring efficiency and precision. Whether for small boards or large, OnBoard empowers directors to make informed decisions and drive better governance. Upgrade your board meetings with OnBoard today!

CRMJetty, a division of Biztech IT Consultancy, excels in providing tailored portal solutions for various CRM platforms such as Salesforce, Microsoft Dynamics 365, SuiteCRM, and SugarCRM. Their product range encompasses self-service portals, partner relationship management (PRM) portals, and vendor portals, all aimed at boosting user engagement and improving operational efficiency. Emphasizing security, no-code customization, and seamless real-time integration with CRM systems, CRMJetty delivers scalable solutions. Recently, they have rolled out AI-enhanced features to further refine portal management. With over 15 years of industry expertise, they assist businesses in developing effective and user-friendly portals that meet diverse needs. By continually innovating, CRMJetty ensures that their solutions remain relevant and highly competitive in the marketplace.

Introducing a secure, self-service board management platform designed specifically for small to medium-sized businesses, without any binding contracts. Our cloud-based solution allows you to manage every facet of your board meetings seamlessly, including the storage of documents, agenda preparation, board pack compilation, and the digitization of minutes, among other features. Say goodbye to fragmented tools and the hassle of searching through buried emails or chaotic SharePoint folders; your team will have timely access to critical information whenever needed. With the Future Directors Board Portal, you can oversee, engage in, and streamline all governance activities from a singular location. Since many of the most significant cyber threats target boards, it’s essential to stop sharing sensitive information through email. Our secure platform empowers you to manage how information is shared and who has visibility into it. Avoid expensive software subscriptions and instead enjoy our user-friendly service that helps you save costs. Equip company secretaries with the necessary tools to perform their roles effectively, while maintaining complete control over access to sensitive company data and the ability to make necessary changes. By consolidating all these functionalities, you can enhance governance efficiency and security.

Effortlessly build intranets, extranets, composite applications, and self-service portals with Oracle WebCenter Portal, which offers users a secure and effective means to access information and engage with applications, processes, and individuals. Oversee the entire content lifecycle with the ability to access the unified content repository straight from the WebCenter Portal environment. Utilize pre-built templates to maintain a uniform presentation style throughout the portal. Enhance portal development speed by as much as 35% using the Page Draft feature, which allows for the inline addition of ad-hoc content, multilingual writing, and direct image publishing from the unified repository. Merge responsive design tailored for mobile solutions with adaptive web pages to deliver seamless omnichannel experiences featuring a tablet-first user interface. Leverage browser-based, user-friendly tools to create, tailor, and manage portal experiences that are based on specific roles, ensuring that all users have access to the information they need. This flexibility not only streamlines workflows but also enhances user satisfaction across diverse platforms and devices.

InfoCenter is a robust and user-friendly self-service web portal that allows organizations to securely share documents and records from various sources. The platform provides comprehensive monitoring of user interactions, including detailed search histories and access to related documents and data. This makes it an excellent choice for various applications, including requests for public, student, or employee records, as well as resources for customer service and inquiries about invoice payments. With a highly customizable authentication system, InfoCenter ensures that content can be selectively accessed by both external and internal users, without jeopardizing the security of sensitive internal data or systems. Whether handling public record requests or managing strictly confidential information, this level of control enables your organization to meet regulatory mandates and legal responsibilities effectively. Ultimately, InfoCenter equips your business to deliver the appropriate information to the right users at the right moments, enhancing overall operational efficiency. Its versatility makes it an invaluable tool for organizations looking to streamline their information-sharing processes.

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.

PortalsXpress offers a secure method for sharing documents with both clients and field offices. Clients can access and modify documents within a portal that prominently features your company's branding. You can swiftly distribute documents using our direct-to-portal PDF printer driver—simply print from any application, select a client, and the document will be instantly available. Our Padlocks present an effective and user-friendly approach to ensure document security. Sensitive files intended solely for your accounting department and CEO can be safeguarded using these Padlocks. Have you ever struggled to locate a specific document? Now, consider that issue on a larger scale throughout your organization. Our Secure Document Search Engine provides comprehensive search capabilities for your entire portal, ensuring that documents remain hidden from view unless you possess the appropriate permissions. The integration of Padlocks and secure document search guarantees that sensitive information is protected while still being accessible to authorized users. This dual-system enhances document management and security across your organization.

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.

Safelink offers secure virtual data rooms and collaboration services to organizations such as law firms and accountancy practices, M&A specialists and financial service businesses. The cloud-based solution allows for secure sharing of highly confidential documents through encrypted data storage and transmission. Safelink is a fully-featured solution that offers granular permissions and full content search. It also includes secure messaging, collaboration tools and page-level document tracking. You can drag and drop files and folders to the system. You can also set permissions to who can view, copy, download and print them. Collaboration and coordination features allow users to create tasks, checklists, comment on documents, and publish notices to other users.

Accessing and sharing information about customers, vendors, or employees from your ERP or CRM systems is effortless through a SharePoint portal. The system ensures data security by only showing pertinent information to authenticated users. By utilizing the Office 365 platform, which serves as the backbone for all DynamicPoint portals, businesses can integrate workflows alongside data collection forms, streamlining entire operations. With self-service capabilities available around the clock, customer satisfaction is bound to improve significantly. Additionally, partners can connect directly with your team, allowing for immediate responses to queries in real-time without the need for phone calls or emails. Our portal serves as a gateway to the business data housed within your ERP and CRM systems, eliminating the need for data replication or synchronization. The information is presented in real-time, ensuring accuracy and timeliness. Built on the Microsoft Office 365 platform, users can also take full advantage of the suite's offerings, including Microsoft Power Automate for enhanced workflow automation. This seamless integration not only maximizes productivity but also fosters a collaborative environment that can adapt to evolving business needs.

IntelliEnterprise, the most comprehensive Intranet Software Suite, is designed to manage content and processes. It allows organizations to efficiently distribute relevant content. It also offers integrated security, customizable apps and workflows for process automation. There are extensive social tools to connect employees across departments. All this is tied into a Digital Workplace foundation, which allows the mobile workforce to access data in an easy-to-use manner, wherever they are.

Agency Handy is a comprehensive client portal solution crafted to enhance agency workflows by merging client management, project oversight, task distribution, billing, payments, and communication into one cohesive platform. Users are empowered to build extensive service catalogs featuring customizable packages that can be publicly accessible or embedded directly on their websites, while also enabling the setup of personalized intake and order forms to efficiently collect vital client data. The platform facilitates smooth client onboarding by enabling the creation of client profiles that contain key information, along with automated email invitations to expedite confirmations. Agency Handy also boasts powerful task management tools, which include Kanban boards for an intuitive view of project developments, real-time collaboration features for seamless communication between teams and clients, and built-in options for feedback and file annotations. Furthermore, financial transactions are made easier through automated invoicing processes that accommodate multiple payment gateways, ensuring a streamlined experience for both agencies and their clients. This holistic approach not only improves efficiency but also enhances overall client satisfaction, making Agency Handy an invaluable tool for modern agencies.

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.

MyDocSafe serves as your essential partner in digital transformation, assisting you in automating processes that involve client interaction, including pitching, onboarding, and secure sharing of documents. As a comprehensive solution for document security and e-signatures, MyDocSafe empowers you to verify and manage all your documents online while streamlining compliance, onboarding, and contract renewal tasks. Experience a host of features designed to enhance your productivity and save time and effort. With numerous integrations, you can significantly boost your operational efficiency. Additionally, increase client engagement to help elevate your revenue. Simplify your proposals through customizable workflows and entirely paperless quoting processes for a more organized approach. Expedite the closing of deals and eliminate administrative bottlenecks with efficient workflows that span multiple departments. Reduce the time spent on low-value, non-billable tasks during client onboarding by utilizing automatic document distribution, reminders, and notifications, ensuring a smoother transition for new clients. Ultimately, MyDocSafe is your all-in-one solution for managing the complexities of client interactions and documentation seamlessly.

The Epazz Web Portal serves as a comprehensive hub for users to access vital information and resources. This adaptable portal allows users to log into their organization's intranet system, offering personalization options for organization, graphics, colors, and layout. With the Web Portal Component, businesses can effortlessly establish a homepage that facilitates access to essential communication tools and collaborative features. We provide an efficient portal software solution that seamlessly integrates with your corporate intranet. What advantages does the BoxOS portal component provide? Epazz enhances communication channels, enabling employees to collaborate in a more effective and efficient manner. Users can connect with their company's online community through the web portal, fostering improved interaction and teamwork within any complex organization. This not only strengthens communication pathways but also boosts overall productivity, and includes features like live online chats to facilitate dialogue among coworkers, regardless of their location. The platform ultimately transforms how teams engage and work together toward common goals.

eXo Platform is an open-source digital workplace for growing teams and enterprises. Flexible and feature-rich, eXo Platform covers a wide variety of features from knowledge, document and content management to social engagement and project/task collaboration integrated within one holistic solution. With eXo Platform, companies can connect, engage and reward their employees, customers, and partners with its social, engagement and gamification capabilities.

Gathering electronic files from clients can be quite challenging due to varying software preferences and the chaotic nature of email, which often lacks security. Implementing a customized upload page with simple drag-and-drop capabilities can streamline the process of collecting and organizing files. This allows you to focus more on critical tasks while alleviating concerns about logistics and security. You can effortlessly gather digital documents, images, and videos from clients, regardless of their software, ensuring all submissions are safely stored in your cloud under the respective client's name. This eliminates the frustration of misplaced files and the hassle of lengthy searches. File Request Pro seamlessly integrates with platforms like OneDrive, SharePoint, Google Drive, and Google Docs, making it easy to set up in just five minutes. You can efficiently organize essential documents such as personal information, bank statements, and other financial records directly in your cloud storage. Enhancing the customer experience allows you to devote more time to your primary business activities, particularly in lending and mortgage services. This way, you can concentrate on closing deals rather than getting bogged down by paperwork, quickly collecting and organizing vital documents like bank statements, identification, and pay slips to streamline your workflow further. Additionally, a user-friendly submission process can significantly improve client satisfaction and foster stronger professional relationships.

With intuitive navigation and top-tier search capabilities, your intranet becomes an essential tool for enhancing productivity. Simplifying the process for users to locate necessary resources is crucial. Transform collaboration from mere jargon into tangible outcomes through Bonzai’s user-friendly intranet solution. Bonzai ensures that your team can effortlessly access vital people, content, and file-sharing resources, all supported by our exceptional search functionality. Maintain momentum with integrated team collaboration tools, streamlined workflows, and features for document access, editing, and downloading. Whether you aim to relay your business objectives to the entire organization or target a specific audience, Bonzai equips you with the necessary tools to amplify your message effectively. Boost employee engagement by enabling them to comment, like, and share posts, fostering a vibrant workplace culture. Ultimately, you can witness the success of your internal communication strategy like never before, leading to a more engaged and connected workforce.

Utilize comprehensive tools designed to enhance teamwork and boost productivity. Liberate your data from the limitations of physical office spaces by implementing online document management solutions! Effortlessly store, organize, access, and collaborate on your company’s files from any device, be it a PC, Mac, or mobile device. Say farewell to scheduling conflicts! Manage your professional life seamlessly with online calendars that allow you to organize appointments, arrange meetings, and synchronize with Outlook, all from any location around the globe! Experience one-click audio and video conferencing directly in your browser without the need for downloads. Take advantage of premium features such as screen sharing and meeting recording. Benefit from a state-of-the-art chat platform that includes instant messaging, limitless channels for group discussions, inline information sharing, threaded commentary, hashtags, and a plethora of other features designed for effective communication and collaboration. By embracing these tools, your team can elevate their workflow and achieve their goals more efficiently than ever.

Enhance your productivity daily by utilizing comprehensive reporting and sophisticated search functions. The Client Portal is a user-friendly platform that consolidates all essential information in a single location, allowing you to streamline processes and automate various tasks. By leveraging the Client Portal, you can efficiently retrieve shareholder data and other vital information, significantly improving your workflow. Whether you're generating on-demand reports or tracking live voting outcomes, the Client Portal is designed to simplify your tasks. This versatile tool empowers you to tailor your work approach to suit your needs, providing crucial data, both real-time and historical reports, advanced search and filtering options, as well as client notifications. The ability to access and manage important information efficiently enhances your overall effectiveness, ensuring you remain productive and informed in your endeavors.

SilverBlaze's Capricon Customer Portals offers a fully customizable self-service web portal solution that enhances both employee productivity and customer satisfaction. By utilizing Capricon, organizations are able to equip their clients with self-service tools that enable them to manage their utilities effectively, decrease the number of incoming calls, and interact with the service in innovative manners, all while cutting down on expenses linked to printed invoices, bills, and reports. Additionally, Capricon seamlessly integrates with current business systems and ensures accessibility from any device at any time, making it a versatile choice for modern businesses. This flexibility not only simplifies operations but also empowers customers to take control of their service experience.

CASH for Sugar enables you to grant access to essential data in Sugar to a multitude of external parties, ranging from dozens to potentially thousands. This system allows you to provide limited data access to individuals who previously couldn't retrieve information without being logged into Sugar. For instance, if you collaborate with multi-line sales representatives, you can permit them to access their accounts solely to examine detailed account information. Additionally, customers or vendors can monitor the progress of projects recorded in Sugar. Furthermore, customers have the ability to log into the portal to create support cases, check the statuses of their support queries, and retrieve important company documents. They can even access product information, such as available inventory, if your system is integrated with ERP software. This level of accessibility empowers users and enhances communication between businesses and their clients.

Document management, workflow, and portal solution with integrations to accountants and tax professionals. Doc.It Suite software helps tax and accounting firms stay organized by streamlining digital processes and automating them. This increases efficiency, workflows, and profitability and minimizes risk when dealing with financial documents.

Aderant Drive offers law firms and their clients a secure platform for collaboration and information exchange through data-rich client portals. By utilizing the firm’s current technology alongside the security features of the Office 365 ecosystem, Drive simplifies the complexities involved in developing and maintaining law firm extranets, ultimately enhancing client service through improved transparency, responsiveness, and overall value. This innovative solution not only streamlines communication but also fosters a more interactive relationship between firms and their clients.

IT-Brama Standard is ideally designed for companies that, due to the unique nature of their operations or other reasons, find that utilizing templates and conventional business process pathways is unnecessary. Similar to IT-BRAMA Basic, the corporate portal IT-BRAMA Standard embraces the principles of Enterprise 2.0 through an array of proprietary tools. In addition to the features found in IT-BRAMA Basic, IT-BRAMA Standard boasts a core document management system that enables users to visually define the routes for document movement. The workflow core serves not only as a platform but also as the foundation for managing document flow and associated processes. This core facilitates essential electronic document management functionalities and streamlines internal business processes, including document preparation, registration, storage, and retrieval, while also reducing reliance on paper copies. Furthermore, it incorporates access rights differentiation and supports the export and import of data from various external electronic information sources, enhancing overall efficiency and operational effectiveness. As a result, businesses utilizing IT-BRAMA Standard can achieve a more organized and efficient document management framework.

Show your clients what a modern MSP looks like. One white-labeled client portal that is powered with automation can provide Ticketing and Service Catalog, Reporting as well as Client Training and Client Communication. Fully integrated with Office 365 and ConnectWise, Autotask Syncro, Syncro, or BMS. All client touch points can be managed from one secure and integrated platform. You can create a seamless client experience, from ticketing to account administration. Your service catalog should be displayed to make it easy for clients to use and buy from your MSP. Clients' information and your information to fix it are often different. CloudRadial offers fully customizable intake questions and ticket triaging. To get the information you need and get it to where it is needed. You must give your client a reason to use the client portal to request services from you.

Univention Corporate Server UCS, our open integration platform, offers centralized Identity & Access Management with Nubus via a web portal. Portal with Single Sign-On -Integrated IAM -Packaged Integrations App Center with enterprise applications Active Directory Integration -Platform to manage your entire IT -On-premises, in the cloud or hybrid Nubus is the central IAM solution that manages identities, roles and groups. The integrated portal, with Single Sign-On (SSO) and self-service features, provides access to all applications and IT services. Apps can be quickly and easily implemented thanks to pre-built integration packages and software. UCS is the ideal solution for managing heterogeneous and distributed IT environments on Windows, Mac OS and Linux systems. Download the free UCS Core Edition from our website to learn more about UCS.

Magentrix portal for partner relationship management (PRM) can help you increase the productivity of your channel partners. You can customize the look and feel of your brand. You can control access to standard and customized objects, files, document sharing and eLearning. FEATURES Partner onboarding, Playbooks and Training & Certification, Pop-up Alerts, Deal Registration, Document Management, Content Management and Market Development Funds (MDF), among other things! INTEGRATIONS Magentrix seamlessly integrates with your CRM (e.g. Magentrix seamlessly integrates with your CRM (e.g. Salesforce, SAP, Dynamics, HubSpot, and many more) to provide a single source of corporate data. You have complete control over security and permissions. Intelligently optimizes Salesforce data synchronization for faster data access and high performance. You can extend your portal with the growing number of 3rd-party applications (including Zapier), or you can use the RESTful API for integration.

Further, BizPortals Solutions also provides comprehensive Microsoft 365 and SharePoint services, including development and customization, user adoption training, integration, and migration services. We are a leading Microsoft SharePoint consultant and specializes in building custom SharePoint solutions based on your specific requirements and creating out-of-the-box SharePoint user experiences. We help you to leverage the integration of SharePoint with multiple custom solutions like CRM, ERP, financial systems, document management, and project management to bring all the tools and technology at one place. We also help you to bring your important data, whether on-premise or in the cloud to SharePoint seamlessly.

Docusoft collaborates with financial professionals to develop software and create innovative solutions. We address issues such as document management, cloud file storage and client data management, workflow processes and data protection. File sharing, document delivery, electronic signatures, and file sharing are just some of the many areas we address. We work together to create the best software solutions possible for accountants, insolvency professionals, financial and business advisors, and other professional service businesses around the world. Every transaction or business communication results in the creation or modification of files and documents. Docusoft CloudFiler is the best cloud document management tool to manage your business communications. Users can search, retrieve, create, automate, and process business documents from any web browser. OCR search features are also available to review documents.

Dynamics CRM and The Portal Connector can help you improve your customer service. You can provide better customer service by integrating Microsoft Dynamics CRM and Dynamics 365 seamlessly with an online portal that is secure and customizable. It is easy to use, and does not require any coding or custom programming. The Portal Connector offers key advantages, including: * You can host your portal online, in the cloud, or with a third-party hosting provider * Works with Dynamics CRM 2011, 2015, 2016, Dynamics 360 * All data from CRM, including Custom Entities, can be used in your portal solution * One license includes unlimited Dev/Test/UAT environments * The Portal Connector is simple to use and doesn't require any coding skills * End Users can authenticate with your portal using Facebook, LinkedIn and Twitter. * Developers can customize every aspect of our solution with our open API

• Simplified access: Centralised access to all apps, documents, and information you need. Easily connect legacy systems with the cloud, and increase user productivity, regardless of time or location. With a range of tools such as Citrix, ClientlessRDP, Azure Virtual Desktop, Fileserver, VMware, and Liquit, we offer flexibility and efficiency without compromising security. • Simplified communication: Benefit from various functionalities, such as The Hub, SharePoint and Viva Engage integrations, an Address Book Centre, and other intranet functionalities. This wide range of possibilities strengthens the bond between employees and promotes effective information sharing and collaboration. • Simplified workflows: Streamline processes by providing approvals and updates in a single overview. Utilise the Smart Global Search feature for efficient searches, and leverage Open API's to seamlessly connect all your apps to a unified interface, enhancing productivity and connectivity. We connect with TOPdesk, OpenIMS, Egnyte, and many other integrations to simplify information flows, and increase employee efficiency.

Streamline the process of document reviews by allowing every member of your team to easily preview, annotate, share, and markup documents in real-time, eliminating the need for emails or downloads. This method ensures that all feedback, comments, and discussions remain centralized within your secure NetDocuments environment, preventing any disruption to your workflow. With the use of Margin Notes, content edits can be communicated swiftly and feedback can be referenced effortlessly. Team members can conveniently add comments directly from the preview window, promoting seamless collaboration without the need to download or open the document itself. This approach allows for real-time cooperation and discussion surrounding the document, while avoiding direct edits within it, thereby eliminating the hassles associated with waiting for a colleague to check a document back in or creating unnecessary duplicate versions that may miss important edits. Overall, this system enhances productivity by keeping the review process organized and efficient.

You can provide a single point of access for all campus resources, services and applications. OneCampus, a cloud-based search-first portal, connects students, faculty, staff and others to what they need on any device in just one click. Higher Education IT leaders created OneCampus to be secure, scalable and customizable. OneCampus was designed by the higher education community to be everything that other portals don't offer: easy to use and manage, secure and infinitely scalable. It is also available on all devices at any time. Students, faculty, staff, as well as other audiences can connect to the resources they need at any time. It is easy to use a Google-like search on any device, at a price they can afford, and it's elegantly simple. Students and staff can access any service or information in any department from one place.

Develop tailored software solutions that enhance collaboration among your partners, team members, and clients. Quickly generate applications that leverage your existing data. Enable your customers, clients, and partners to access services through a personalized portal. Design it according to your vision; the possibilities are endless. Seamlessly construct robust software interfaces for your organization's data in just minutes, eliminating the need for developer intervention. Take charge of the software, ensuring it aligns with your business needs rather than the other way around. Pre-packaged software often fails to accommodate your unique requirements, just as it does for others. Achieve unparalleled control over who can view and modify your data, with adaptability that grows alongside your business. Distribute your data efficiently to those who require it. Collaborate effectively with your colleagues, integrate various data sources, and share your applications with team members, clients, and partners alike while fostering a more cohesive working environment. This approach not only streamlines processes but also enhances overall productivity within your organization.

Directorpoint stands out as a premier solution for board management, enhancing communication, optimizing administrative tasks, and enriching the overall experience of board meetings. Offering robust security and scalability, it empowers organizations to efficiently manage board-related information while supplying directors with essential tools for overseeing memberships, committees, meetings, surveys, attendance tracking, and RSVP management. Additionally, Directorpoint allows users to effortlessly retrieve files and meeting documents, make annotations, edit content privately, and publish finalized materials at their convenience. This combination of features not only facilitates smoother operations but also promotes better engagement among board members.

CU Board Members offers a user-friendly and secure integrated platform for board management that features online board packets, video conferencing, procedures and policies, event calendars, discussion forums, online voting, and compliance tracking. Enhance meeting productivity by allowing board members to easily access essential documents and board packets online. A dedicated virtual conference room is always open, enabling directors to join meetings from any location, even while traveling. Foster collaboration among board members between meetings with tools such as video conferencing, discussion forums, and the ability to vote online securely. Ensure that all policies are readily available and can be directly published on your corporate intranet. The system automatically tracks compliance requirements and alerts you to potential issues in advance. Designed to be compatible with desktop computers, laptops, tablets, and smartphones, it caters to a wide range of devices. Our pricing model is affordable on a monthly basis, with no setup or cancellation fees, making it accessible for all organizations. This comprehensive solution is aimed at streamlining board operations and enhancing overall governance efficiency.