Docusign is an electronic signature technology and digital transaction management service for facilitating electronic exchanges of signed documents.
Salesforce is a leading enterprise customer relationship manager (CRM) application.
JotForm lets you build forms faster than ever, with powerful widgets and a responsive editor that works offline
HubSpot CRM automatically logs emails with your contacts. It helps sales teams navigate and chart opportunities by tracking email conversations, contacts, companies, deals, and tasks
Microsoft's Excel is a spreadsheet application used by millions of users across the world. It is part of the Office ecosystem and is considered the industry standard for spreadsheets.
Create, edit, and share spreadsheets wherever you are with Google Sheets, and get automated insights from your data.
Google Contacts, the address book built into Gmail, lets you keep track of all your contacts, see when you last interacted with them, and more.
Google Forms is an easy way to collect data from the web with a simple UI and powerful editor. Works hand-in-hand with Google Sheets!
Google Tasks is a very simple task list. Works inside Gmail, Android, and Calendar seamlessly.
ActiveCampaign combines all aspects of email marketing into a single and easy-to-use platform.
Podio is a collaborative work platform that's perfect for managing projects, teams, and anything else in your business that needs flexible apps that work the way you do.
Pipedrive is sales pipeline and CRM software for deal makers. Get super-organized. Close deals in less time.
Asana is a collaborative information manager for workspace. It helps you organize people and tasks effectively.
CRM Zoho CRM is a web-based CRM designed to attract, retain, and satisfy customers to grow your business.
Copper is a new kind of productivity CRM that's designed to do all your busywork, so you can focus on building long-lasting business relationships
Agile CRM offers contact management, marketing automation, telephony, analytics, web engagement, real-time alerts and social suite.
LionDesk is the hub for Sales Professionals to help manage clients, transactions, automate marketing and more.
Insightly is a CRM and project management app that helps small to medium businesses manage contacts, track relationships, monitor sales pipeline, organize projects and more.
Streak is a flexible CRM and process management system that lives inside your Gmail inbox.
amoCRM is a simple, easy-to-use Lead Management Software designed to save you time and money. It helps you manage leads and monitor your sales pipeline in only a few clicks.
Close is a sales productivity platform built to help you close more deals. With built-in calling, SMS, and email—your team can communicate with prospects and customers all in one place.
Highrise CRM helps you manage your contacts, keep track of who said what when, schedule follow-ups, set reminders, and convert leads into done deals.
Moving from Excel to Update Capital was additive for our real estate investment platform. Update Capital's software allows our company to control a single portal used both internally and by our investors.
The intuitive dashboard provides our investors 24/7 access to easily view and download everything related to their investments, including historical performance, financial documents, quarterly reports, and our current investment opportunities.
We can show you how to take your investor relations to the next level