System: Dropbox
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.
Proteus: Knowledge Base
Knowledge base software for publishing a searchable self-service help centre for customers and staff, with usage analytics tied to your CRM.
Io: Document Parser
Document data extraction software that automatically reads invoices, contracts, and forms and files the details into the right CRM records, removing slow, error-prone manual data entry.