UnForm
UnForm is a powerful enterprise document management and process automation solution that seamlessly integrates with any application. Our platform-independent, fully browser-based solutions provide the ability to create, deliver, capture, index, route, and store documents from start to finish so that a transaction’s entire life cycle can be accessed with one easy search. Our data extraction and workflow capabilities enable the automation of data entry-intensive processes.
UnForm.Cloud, a hosting service for UnForm Document Management, is a perfect fit for those who are running cloud-based ERP systems or looking for a solution with no hardware to purchase, manage, or maintain. Implementing UnForm has never been easier. Backed by a proven hosting vendor, Oracle, you have the peace of mind knowing your data is safe and secure with well-managed data centers and cross-region backups, ensuring reliable and continues access to your data when you need it.
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Square 9
The Square 9 AI-powered intelligent information processing platform takes the paper out of work and makes it easier to get things done with digital workflows that automate many aspects of how you work today. We make it easy by extracting information from scans or PDFs, storing documents in a searchable archive, and building digital twins of your current processes through graphical workflows.
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Track
Track streamlines the processes of qualifying, routing, scheduling, and following up on your incoming leads, allowing your sales team to dedicate more time to closing deals. By utilizing Track, you can secure meetings with high-intent leads more quickly than ever before. The platform offers convenient shortcuts and snippets designed to double your sales team's productivity. It provides customizable and branded forms or the option to seamlessly integrate with Typeform. With Round Robin Routing, leads are directed to the most suitable representative, and instant scheduling includes reminders sent via email, WhatsApp, and other channels. Quick response times for support and feature requests enhance overall efficiency. Experience immediate lead routing to achieve faster speed-to-lead and minimize the time needed to secure meetings. The system optimizes win rates by ensuring leads are instantly qualified and effectively routed to the appropriate sales representative. Enhance your speed-to-lead and streamline your time-to-meeting processes. Track also accommodates scheduling across various geographies and handles intricate routing flows, including territory-based routing, effortlessly. As a result, you will witness an increase in pipeline velocity along with improved win rates, ultimately leading to greater success for your sales efforts.
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Qualifire
Qualifire is an innovative SaaS platform aimed at revolutionizing the way organizations manage incoming leads, guaranteeing that no potential opportunity goes untapped. This solution allows businesses to swiftly identify, qualify, and direct their most valuable leads in real-time, empowering sales teams to concentrate on high-potential prospects and expedite the closing of deals. Leveraging AI-driven lead scoring and comprehensive data enhancement from multiple sources, Qualifire guarantees precise assessment and prioritization of each lead based on tailored criteria or its intelligent algorithm.
The platform boasts sophisticated functionalities, including automated lead distribution through strategies such as round-robin, rule-based systems, or optimizing team availability, which ensures that each salesperson is matched with the most suitable lead immediately. Furthermore, its easy integration with CRM systems and customizable smart contact forms facilitate a smooth addition to your current technology infrastructure without causing interruptions in your operations. This comprehensive approach not only streamlines the lead management process but also enhances overall sales efficiency.
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