System: DocuSign
Kari: Quote Builder
CPQ software for businesses whose pricing is too complex for a template, letting you configure products, production costs, margins, and rules, then send a hosted online…
Juliet: Case Management
Case management software that runs client cases end to end, tasks, documents, time recording, billing, and built-in communication, in one solution for professional services teams.
Atlas: Contract Manager
Contract management software that drafts, sends, signs, and stores contracts with automatic renewal reminders, keeping every version linked to the right CRM deal.
Pan: Field Service App
Field service management software that dispatches jobs to mobile technicians, captures photos and signatures on-site, and updates your CRM in real time.
Oberon: Customer Portal
Customer portal software that gives clients a secure self-service space to view orders, invoices, documents, and support tickets, all powered by the data in your CRM.
Umbriel: Proposal Manager
Proposal software that builds polished, branded proposals from templates using your CRM data, then tracks exactly when each one is opened, viewed, and accepted.
Triton: Onboarding Hub
Customer onboarding software that guides new customers or employees through a structured setup journey of tasks, documents, and e-signatures, all tracked against their CRM record.
Titan: Quote Tracker
Quoting software that lets your sales team build and send professional sales quotes straight from your CRM, then tracks the moment each one is opened, viewed,…