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CapLinked: Reviews, Testimonials and Expert Opinions

4.45 5
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(915)

Virtual Data Room | CapLinked

Top 71 CapLinked Alternatives : 2025

Scratchpad

Fastest experience to update Salesforces

4.86

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Scratchpad

4.86
★★★★★
★★★★★
Fastest experience to update Salesforces

Scratchpad is a sales software designed to take detailed notes, keeping track of deals, and creating sales plans. It updates and manages pipelines in Salesforce. It offers to combine notes, tasks, ...

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Veloxy

Sales Enablement Software for Salesforce CRM

4.83

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Veloxy

4.83
★★★★★
★★★★★
Sales Enablement Software for Salesforce CRM

Veloxy is an AI-powered Sales Enablement and Predictive Forecasting Software for Salesforce CRM that help Sales Reps engage in the Salesforce CRM with integrated software for sales management. It helps businesses using Salesforce CRM track potential leads, schedule and send emails to customers in bulk and share product information with prospective clients in real-time. It also helps to increase sales and revenue, acquire customers, and improve ROI. ...

It helps sales reps engage in the Salesforce CRM with integrated software for sales management. It helps them get more out of it than they put in while giving Sales Management better forecasts and the analytics to see which actions truly drive the pipeline. Veloxy Mobile and Veloxy Engage Salesforce CRM integrated software supports automatically logging actions like calls, emails sent, opens, and replies, and helps to add and maintain information on the go, as a natural step in the sales workflow.

Its features include powerful email analytics and notifications, Can-Spam compliant email prospecting, contact, and convert lead to opportunity management, streamlined user interface and experience and more.

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ExpensePoint

ExpensePoint – Expense Reporting Made Easy

4.82

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ExpensePoint

4.82
★★★★★
★★★★★
ExpensePoint – Expense Reporting Made Easy

ExpensePoint automates expense management by effortlessly filling out expenses. Snap a photo, and the dependable Receipt Reader system handles the rest.

Intelligencebank DAM

Transform Your Marketing Operations

4.80

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Intelligencebank DAM

4.80
★★★★★
★★★★★
Transform Your Marketing Operations

Intelligencebank DAM is a marketing software that helps to save time, reduce risk and unleash the power of the content. It also maintains brand compliance, consistency and efficiency across all areas of marketing by managing the content lifecycle, transform files on the fly, and find, share and distribute assets seamlessly. ...

Intelligencebank DAM allows the team to easily access, edit and use files they need, transform and distribute assets directly into websites and marketing channels, finds approved content faster than ever, track what’s important and stay compliant, automate local marketing with creative templates, and also achieves marketing efficiency and brand compliance across your entire MarTech stack.

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Responsive, formerly RFPIO

RFP software to simplify responses to RFPs, DDQs

4.80

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Responsive, formerly RFPIO

4.80
★★★★★
★★★★★
RFP software to simplify responses to RFPs, DDQs

Responsive, formerly RFPIO is a Request for Proposal (RFP) software that organizes content and provides powerful collaboration, delivering what teams need to craft their best response, every time. It is designed to streamline the response process for requirements documents like security questionnaires. ...

Its cloud-based software utilizes a patented document import process, an Artificial Intelligence (AI) enabled content library and export templates for consistent formatting, enabling users to make workflow more efficient. It supports RFP and security questionnaire responses, creates and manages sales proposals, and resolves inefficiencies rooted in decentralized and inaccessible content and knowledge. Its robust and bi-directional integrations, along with an open API, allow teams to digitally transform response management processes and harness the power of the knowledge and content across their teams.

Key features include dashboards, proprietary import and export technology, RFP progress tracking, intelligent and adaptive knowledge base, collaboration, custom auto-respond, and more. RFPIO supports response management for growing organizations of all sizes including Google, Adobe, Atlassian, Microsoft, Tenable, Zoom Video and others.

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Hyland Governance

Information Governance Software

4.79

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Hyland Governance

4.79
★★★★★
★★★★★
Information Governance Software

Alfresco-RM, an information governance software by Hyland, ensures compliance and data protection. It minimizes risks and prevents information overload efficiently.

IntelligenceBank

The leading Marketing Operations software used by global brands for digital asset management, creative approvals, marketing project management and more.

4.76

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IntelligenceBank

4.76
★★★★★
★★★★★
The leading Marketing Operations software used by global brands for digital asset management, creative approvals, marketing project management and more.

IntelligenceBank marketing operations software helps content marketers manage digital assets, approvals, and compliance. It integrates DAM, brand guidelines, workflows, and calendars for streamlined project management. ...

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iDeals Virtual Data Room

Virtual Data Room Features - idealsvdr.com

4.74

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iDeals Virtual Data Room

4.74
★★★★★
★★★★★
Virtual Data Room Features - idealsvdr.com

iDeals Virtual Data Room offers advanced features for M&A, IPO, and capital raising. Users can request pricing and start a free trial.

Highspot

Advanced Sales Enablement Tools and Software

4.74

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Highspot

4.74
★★★★★
★★★★★
Advanced Sales Enablement Tools and Software

Highspot is a sales enablement platform that connects sales teams to the most relevant content for each situation and provides a flexible way to present content to customers. It helps to improve the performance of their revenue teams, elevate customer conversations that drive strategic growth and more. ...

Highspot empowers organizations to manage content, guide, train, and coach reps, and engage customers on the #1-rated platform in the sales enablement category. It helps companies increase the impact of their customer-facing teams and offers flexible content management combined with semantic search, intelligent recommendations and customer relationship management integration, enabling businesses to engage more effectively with customers, driving increased revenue and customer satisfaction.

Key features include maximizes marketing investment, infuses guidance in every conversation with dynamic playbooks and AI-driven recommendations everywhere your sellers work, onboarding and training makes easier for reps to gain new knowledge or brush up when (and where) they need it, drive repeatable success using individual ratings and reviews or by leveraging expert methodologies and more.

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Hyland

The platform to power content innovation

4.73

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Hyland

4.73
★★★★★
★★★★★
The platform to power content innovation

Alfresco Platform is an open, modern, and secure system. Process and content are intelligently activated to accelerate business flow.

Virtual Cabinet

Simplify your work with document management

4.70

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Virtual Cabinet

4.70
★★★★★
★★★★★
Simplify your work with document management

Virtual Cabinet is a global provider of digital document management, task management, and electronic signature software. With Virtual Cabinet businesses of all sizes can intelligently capture and manage their entire document control process. Businesses can streamline information management, automate document-based business processes, and collaborate between employees, partners, and clients. Virtual Cabinet currently serves over 45,000 users worldwide. ...

Its is an enterprise content management solution that provides secure client communication, sharing files, and accepting electronic signatures to enable frictionless collaboration with anyone, anywhere, on any device.

Some of its features include powerful file searches, automatic email filing, Microsoft office plugins, automatic workflows, content collaboration, sharing files securely, upgrading email security, sending large files and more.

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Dooly

Dooly Sales Enablement Tool for a winning sales process

4.70

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Dooly

4.70
★★★★★
★★★★★
Dooly Sales Enablement Tool for a winning sales process

Dooly is a sales enablement platform that helps with information and insights needed to close business sales. It helps the revenue teams win more deals, improving CRM hygiene, running a winning sales process, and eliminating low-value work. It also updates Salesforce, takes notes, manages all deals and automatically adds new contacts to an account helping teams run a winning sales process. ...

Dooly makes it effortless for sellers to collect the right information, ask the right questions, and always have the right answers. With Dooly, sellers use pre-built templates to fill out mandatory fields for the sales methodology and real-time playbooks to help guide their calls.

Some of its features include syncing the meeting notes to Salesforce automatically, managing all the deals at once with one-click updates, and templates prompting to collect the deal info and to keep deals moving forward with better conversations and close more deals.

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Docsvault

Best Document Management Software

4.69

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Docsvault

4.69
★★★★★
★★★★★
Best Document Management Software

Docsvault is a Document Management Software that allows to capture, centralize, manage, and secure all paper documents, electronic files and emails. It helps companies manage, share and collaborate on documents easily. ...

Docsvault is feature-rich document management software with all the tools for a complete conversion to a paperless office. It comes with version control, scanning, OCR, full-text indexing, search, audit trail, inbuilt PDF editor, document preview, document workflow, task management, automatic and incremental backups and more. It provides instant email notifications and audit trails for activity monitoring. Docsvault allows users to create workflows to eliminate repetitive tasks such as document revisions and leave applications.

Some of its features include centralizing paper documents and electronic files, document relations allow grouping and easy access of documents filed in different locations throughout the repository, document scanning and digitization, create, edit and save MS Office documents, and more.

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Zight

All-In-One Screenshots, Videos, Screen Recording & GIF

4.69

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Zight

4.69
★★★★★
★★★★★
All-In-One Screenshots, Videos, Screen Recording & GIF

Zight, formerly CloudApp, creates software to assist individuals all over the world to interact more effectively asynchronously by using a unified application to produce, annotate, and share screenshots, videos, screen recordings, GIFs, and other media. ...

Zight supports happier and more productive organizations through improved communication, saving time and reducing misunderstandings.

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Mediafly

Sales Enablement Software & Content Management Platform

4.69

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Mediafly

4.69
★★★★★
★★★★★
Sales Enablement Software & Content Management Platform

Mediafly is an AI-powered sales enablement platform that gives marketers and sales reps a comprehensive solution that helps to engage with their buyers effectively at every stage of the buyer's journey. It covers the entire range of sales enablement from content management to value selling and customer engagement to revenue intelligence. Mediafly provides conversation intelligence, sales coaching & training in one platform so you can onboard and ramp sellers faster. Overall it helps to improve win rates, faster deal cycles and greater preparedness of sales reps. ...

Mediafly's flagship solution Revenue 360 connects sales enablement, value selling, customer engagement and revenue intelligence to create a personalized and interactive buyer experience. It enables sales reps in real-time with contextual training and guided selling. It helps to improve pipeline visibility and forecast accuracy with ML-powered dashboards. Overall helps to achieve revenue goals. It also provides high-quality leads and accelerates sales cycles quantifying the business value and even helps to convert buyer-seller interactions into actionable insights.

Some of the key capabilities include the ability to measure content ROI by tracking what content is resonating with the audience and what is not working with centralized content management. It provides a 360º view of the customer journey improving sales efficiency and effectiveness. Communicating and quantifying the value pre and post-sale, delighting buyers with interactive presentations, proactively spot risk, improving forecast accuracy, inspecting pipelines, reporting on any metric, and driving predictable revenue growth with AI-powered revenue intelligence.

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Docsend

DocSend - Share business-critical documents with confidence

4.68

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Docsend

4.68
★★★★★
★★★★★
DocSend - Share business-critical documents with confidence

DocSend is a secure document sharing platform which enables sharing, tracking and managing important documents in a secure environment. It enables Sales Enablement, Investor Relations, Board Management, and FundRaising activities and can be used by Sales Leaders, startup founders, investment bankers, and consultants. ...

DocSend features include secure sharing of documents by sharing through DocSend links, which eliminates sending bulky documents as attachments. It supports all file formats and provides password and email verification for controlling access to sensitive documents. Editing of documents is possible even after sharing with the corrections getting updated automatically in all shared links.

DocSend features include analytics on the documents each time it is viewed, providing pagewise analytics, popular pages and new stakeholder info. DocSend’s feature DocSend Spaces enables sharing of multiple documents within one link enabling a single point of reference. DocSend’s eSignature feature enables converting the document into a legally binding one, with provision for audit trail and signed copies sent to stakeholders.

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Membrain CRM

Sales Enablement CRM for B2B Sales

4.62

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Membrain CRM

4.62
★★★★★
★★★★★
Sales Enablement CRM for B2B Sales

Membrain is a Sales Enablement CRM built for B2B sales teams enabling execution on Sales strategy and build processes for deal winning behaviours. Membrain Sales Enablement CRM can co-exist or ...

Membrain includes features such as a CRM database, tools for building Sales enablement process workflow, templates for content, Sales forecasting and analytics tools, and productivity and collaboration tools.

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PamFax

Send and receive faxes without phone lines and fax machines.

4.61

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PamFax

4.61
★★★★★
★★★★★
Send and receive faxes without phone lines and fax machines.

Pamela-for-Skype allows users to send and receive faxes easily with PamFax software, offering three free pages upon signup. Worldwide sending and receiving are supported and certified by Skype.

XaitPorter

Document Collaboration Software with high impact for high value documents

4.61

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XaitPorter

4.61
★★★★★
★★★★★
Document Collaboration Software with high impact for high value documents

XaitPorter is an all-in-one co-authoring software solution for teams to collaboratively create, manage and produce documents. It enables teams to increase the quality of business-critical documents while reducing the speed and cost it takes to produce documents. ...

XaitPorter has a built-in workflow with access control, single-source, automatic formatting, layout and numbering. It helps users focus on their content from efficient project management, offers real-time collaboration, and the ability to create documents more efficiently. With it, users can streamline and optimize document production to maximize revenue from bids and proposals and other business-critical documents.

XaitPorter features include work on a document from anywhere, at any time, Writers may edit different parts of a document at the same time, auto-formatting and numbering, Custom layout, Reuse content, export document to a variety of formats, including PDF and MS Word and more.

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SignNow

Electronic Signatures | SignNow

4.61

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SignNow

4.61
★★★★★
★★★★★
Electronic Signatures | SignNow

SignNow is an electronic signature software platform that allows users to create an electronic signature from anywhere. It allows businesses to capture legally-binding signatures across a range of documents through any device, with native mobile apps for iOS and Android. It provides solutions for small, midsize and large businesses. It saves time and costs involving paper-based documents and workflows. ...

It enables users to sign documents and request for documents to be signed by other parties while maintaining industry compliance. With SignNow, static processes like creating, printing, sending, or faxing documents to signers to affix their legally binding signatures are virtually eliminated. It supports both single and multi-party signing, and offers cloud storage integrations, authentication tools, customizable branding, shared templates, and more. Users can manage documents and templates, with the ability to import documents from Microsoft Word, create and share documents with team members, generate templates for commonly-used documents, merge existing documents, and view document previews.

signNow enables the sending of bulk invites to multiple recipients, definition of set signing orders, and setting of expiration dates on document signing links. Signers are able to decline to sign documents, and can change their minds later on, with an automatic reminder delivered after 24 hours. It can be integrated with programs such as Salesforce, Office 365, Google Apps and Google Drive.

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Adobe Document Cloud

Store and share PDF files in the cloud and access them on the go

4.58

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Adobe Document Cloud

4.58
★★★★★
★★★★★
Store and share PDF files in the cloud and access them on the go

Adobe Document Cloud is a service from Adobe to store and share PDF files in the cloud and to access them on the go. It helps to improve digital presence and improve visibility. Adobe Document ...

Some of the features of Adobe Document Cloud include create, edit, export, & sign PDF files, convert office files to PDF, customizable templates, API integration, Audit trial, customizable templates, content filtering, and many more.

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4.56

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Onshape

4.56
★★★★★
★★★★★

Onshape is a product development platform integrating all necessary tools from conception to production. It enables efficient collaboration and streamlined workflows.

Exceed.ai

Exceed.ai - Accelerating Sales & Marketing with AI and Automation

4.56

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Exceed.ai

4.56
★★★★★
★★★★★
Exceed.ai - Accelerating Sales & Marketing with AI and Automation

Exceed.ai is an AI-powered Sales Enablement Software that automatically communicates with leads and enables sales and marketing teams to scale their lead engagement and qualification efforts. Exceed.ai follows up with every lead and qualifies them quickly and easily through two-way, automated conversations with prospects using natural language over chat and email. ...

Exceed.ai operates as a prospecting tool, enabling prospects to have human-like conversations with a virtual sales assistant through automated email communication or website chat forms. Designed to give prospects a ‘human experience’ until they qualify to speak to a real human agent, Exceed.ai utilizes machine learning technology to follow and replicate successful sales rep interactions. Other automation features include lead qualification and intelligent response processing, which enable the virtual assistant to understand lead responses and identify sales-ready opportunities.

Exceed.ai also offers a meeting scheduler, dynamic nurturing technology and personalization tools, such as firmographics and user profile data, which allow users to make meetings with leads and tailor lead conversations. Exceed.ai technology helps users manage leads, from initial engagement to handover to a real sales agent.

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Enablix

Sales Enablement Platform for Marketers

4.55

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Enablix

4.55
★★★★★
★★★★★
Sales Enablement Platform for Marketers

Enablix is a content enablement platform for marketing, sales teams to drive sales and increase revenue. Enablix helps marketing team to manage and drive content enablement that spans the entire ...

Enablix comes with integrations to marketing and sales apps to gain content insights, it automates sales communication to keep sales on message, it provides a central hub for trusted content both sales and marketing can easily access which in turn helps in driving sales numbers and increase revenue

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GetAccept

Sales Enablement Platform Fully Enhances B2B Sales Experience

4.53

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GetAccept

4.53
★★★★★
★★★★★
Sales Enablement Platform Fully Enhances B2B Sales Experience

GetAccept is a sales enablement and electronic signature solution platform for sales, sales operation, customer success and legal teams to close the deals faster and increase revenue. ...

It comes with data-driven analytics, sales automation, and personalized engagement features. It provides API to connect with any tools and electronic signature for closing deals faster.

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Showpad

Sales Enablement and Marketing Platform Leader

4.53

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Showpad

4.53
★★★★★
★★★★★
Sales Enablement and Marketing Platform Leader

Showpad is a sales enablement platform for training and coaching that enables centralized content for sales, marketing, onboarding, training, coaching and conversational content in an intuitive user interface and locates and recommends the right content. ...

Showpad's features include Content Analytics, Seller Analytics, Buyer Analytics, Conversation Intelligence, Personalized Content, Interactive Presentations, Content Sharing, Buyer Collaboration, Sales Content Guidance, Sales Onboarding and Training.

Showpad's Sales Content Findability feature enables sellers to discover and share the right sales content for every opportunity. Its Buyer Collaboration feature allows content to be shared quickly and supports seamless collaboration with all decision-makers, and the Personalized Content feature allows sellers to deliver an engaging buyer experience through personalized pitches and gives marketing visibility.

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Seismic

Sales Enablement Software for right sales content and optimize sales process

4.53

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Seismic

4.53
★★★★★
★★★★★
Sales Enablement Software for right sales content and optimize sales process

Seismic is a sales & marketing enablement software that provides reps with the right content that compel buyer action. It is best suited for sales team to provide a personalized experience with the right data for every customer interaction. ...

It offers features like content management, targeted communication, training tools, data findability, content personalization & collaboration, engagement tracking, data analytics and reporting.

It offers a centralized location to manage all sales resources, information and content thereby increasing productivity and effectiveness. It provides strategic focus, cross-functional visibility and operational efficiency to orchestrate great customer experience. It supports with precise materials automatically to increase buyer engagement with appropriate information.

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Firmex Virtual Data Room

Best Virtual Data Room | Over 39 Million Documents Uploaded

4.52

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Firmex Virtual Data Room

4.52
★★★★★
★★★★★
Best Virtual Data Room | Over 39 Million Documents Uploaded

CapLinked and Firmex Virtual Data Room both serve the sales enablement category, yet cater to different needs and industries. CapLinked is robust for large enterprises needing secure data handling, with comprehensive support and extensive industry applications. Conversely, Firmex excels in sectors like legal services and banking, focusing on facilitating contract management and enhancing customer relationships. Their key differences lie in the depth of features and targeted market segments, providing businesses with options tailored to specific operational priorities. ...

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Lucidchart

Online Diagram Software & Visual Solution

4.52

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Lucidchart

4.52
★★★★★
★★★★★
Online Diagram Software & Visual Solution

Lucidchart is an intelligent diagramming application for visual collaboration and real-time creation of flowcharts, mockups, and UML diagrams. Sign up for free now.

Templafy

Connect and manage entire document ecosystems - Templafy

4.50

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Templafy

4.50
★★★★★
★★★★★
Connect and manage entire document ecosystems - Templafy

Templafy is a Data Governance Software. Templafy helps companies perfect every aspect of business document creation. It enables employees to work faster and within company standards every time. The solution is most useful for Sales and marketing, human resource, legal, administration and IT. They can use Templafy to make sure all documents are created consistently with the most up-to-date company content. ...

Templafy allows administrators to centralize document templates and dynamically update this content on a single, simple to use platform. Templafy also integrates seamlessly with digital asset management software to bring approved content and templates into the Templafy task pane in office applications.

The software allows users to analyze popular templates and better understand what employees need, further improving document management strategies. The software also features to check that brand guidelines are being followed and provides intuitive search functions that surface the right files for users.

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Acquia DAM

Enterprise Digital Asset Management Solutions

4.50

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Acquia DAM

4.50
★★★★★
★★★★★
Enterprise Digital Asset Management Solutions

Acquia DAM manages digital assets across teams, tools, and channels. Exceptional customer experiences are built using Acquia's digital asset management.

Showpad Content

Sales Enablement and Marketing Platform

4.50

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Showpad Content

4.50
★★★★★
★★★★★
Sales Enablement and Marketing Platform

Showpad Content is a content platform made available for the sales team to leverage visually engaging on-brand content developed by the marketing teams. It provides the sales team a centralized ...

The Sales content management centralizes asset management through automatic content sync with existing CMS or DAM systems. The platform is equipped with data access, security compliance, integration with CRM, Marketing Automation Systems or custom using APIs or SDKs ; Content Recommendation for sellers provides intelligent recommendations for Salesforce using AI and ML; Personalized or Visually engaging experiences delivered using Showpad Experiences; Collaborate with buyers through shared spaces helps all stakeholders get a holistic view of the buying process; Using Analytics and AI measure key metrics - content analytics (marketing), prospect insights (sales), user analytics (sales leadership). Using MeetingIQ understand how content is used in field, helping to optimize content strategy.

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FileHold Document Management Software

Full-featured Document Management Software | FileHold

4.49

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FileHold Document Management Software

4.49
★★★★★
★★★★★
Full-featured Document Management Software | FileHold

FileHold Document Management Software secures, makes compliant, and searches documents and records. FileHold Systems offers DMS for efficient workflow management.

Dropbox Professional

Dropbox Professional - Streamline your workday with premium productivity features and 3 TB (3,000 GB) of space.

4.48

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Dropbox Professional

4.48
★★★★★
★★★★★
Dropbox Professional - Streamline your workday with premium productivity features and 3 TB (3,000 GB) of space.

Dropbox Essentials helps professionals manage their businesses efficiently. It ensures time-saving and streamlined operations for self-employed individuals.

Evernote

App designed for note taking, organizing, task management, and archiving

4.47

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Evernote

4.47
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★★★★★
App designed for note taking, organizing, task management, and archiving

Evernote is a note taking application that helps keep information organized and handy with capability to include text, images, audio, scans, PDFs, and documents to the notes. It supports customized formatting and helps sync up easily with other tools. ...

Evernote helps create a clutterless environment by reducing need for hard copies, economizing on storage space and enabling back-up copies in addition to allowing shared access. It allows saving of web pages without the ads, and marking up and highlighting text, and recognising handwritten notes.

Evernote’s Spaces feature provides for collecting and organizing team ideas, which can be shared and forwarded further for converting ideas into action. The templates feature helps organize notes quickly, saving time and effort, and is made customizable and reusable .

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Dialpad Sell

Sales enablement tool that leverages AI and help sales team close more deals

4.47

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Dialpad Sell

4.47
★★★★★
★★★★★
Sales enablement tool that leverages AI and help sales team close more deals

DialpadSell is a cloud-based business phone solution software for sales teams to increase revenue through sales communications. It is primarily used for sales communication, sales coaching, ...

It uses advanced VoIP technologies WebRTC and Opus codec to provide the widest range of bandwidth. It uses Natural language processing to analyze and Machine Learning to provide intelligent recommendations in real-time.

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Xtensio

Create powerful business content together

4.47

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Xtensio

4.47
★★★★★
★★★★★
Create powerful business content together

Xtensio is a platform for teams to create and share business content collaboratively. Beautiful living documents are produced and managed efficiently.

ShareVault

Virtual Data Room - Virtual Data Room Providers | ShareVault

4.45

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ShareVault

4.45
★★★★★
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Virtual Data Room - Virtual Data Room Providers | ShareVault

ShareVault offers Virtual Data Rooms for secure document sharing. These rooms are utilized during due diligence and critical business processes.

R2 Docuo

Document Management & Workflow Software | R2 Docuo

4.44

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R2 Docuo

4.44
★★★★★
★★★★★
Document Management & Workflow Software | R2 Docuo

R2 Docuo is a Document Management and Workflow Software that allows to automate tedious processes and have all the information available in one click. It cuts manual tasks by 70%, automated document creation, classification, distribution, exchanging and signing. It controls over creation, documents storage and sharing, office process automation using finite machine-style workflow diagrams, document and email templates, desktop or mobile and GDPR-compliant secure cloud storage. ...

It enables users to share files with clients, scan documents and get notified about new uploads. It allows users to collaborate with teams using comments, calendar reminders and create folders. It enables clients to control accessibility based on limited access by folder, category and by workflow state, and users get notified about workflow for claims, complaints, tickets, issues and contract review.

Key features include workflow management, user accounts management, collaboration, data collection via web forms, automatic email sending, automatic document creation and sending, tracking and tracing, and more. It integrates natively with Office 365.

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Revver

Document Management Software to solve most common business challenges

4.43

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Revver

4.43
★★★★★
★★★★★
Document Management Software to solve most common business challenges

Revver Formerly eFileCabinet is the all-in-one document management software solution that enables businesses to run their organization with more power and efficiency from automation and workflow creation, to customizability and control. It helps to improve client relationships and focus on revenue-generating tasks. ...

Revver helps to solve some of the most common business challenges and tackle projects big and small with the easiest way to do teamwork and work together seamlessly. It modernizes the workflow with effortless remote work, and highly customizable safeguards, keeping the business’s security worry-free.

Its features include cloud or on-premise storage for all the documents, securely working with the documents anywhere, never losing a file, sharing documents instantly, worry-free, automated data entry, and more.

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Streamz

AI powered Sales Enablement and Sales Readiness Platform

4.43

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Streamz

4.43
★★★★★
★★★★★
AI powered Sales Enablement and Sales Readiness Platform

Streamz is an AI-based Sales readiness platform that empowers companies to build and maintain engaged and differentiated sales teams. It's ‘Always-on: Continuous Measurement, Continuous Improvement’ approach to sales enablement and readiness has been deployed across widely distributed teams in several countries and languages across the world. ...

The platform is hosted on AWS RDS, and is built with flexibility to allow customization based on business logic, data management and user interface. It enables sales readiness by accessing the common infrastructure for building channel solutions and bringing together brands, distributors and retail networks on one platform.

The software allows customization of workflows based on roles and processes unique to the organization, skills for each role, and creation of personalized learning for each group. The features include analytics and insights with drill-downs based on business hierarchies, sales structure and product hierarchy.

It is multilingual, allows for creation of quick content with translation workflows, and provides ease of administration across the globe with access permissions and other enterprise grade security features. It can be deployed across devices and networks and integrates with the existing business software.

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Nitro Productivity Suite

PDF, Electronic Signatures & More - gonitro.com

4.43

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Nitro Productivity Suite

4.43
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★★★★★
PDF, Electronic Signatures & More - gonitro.com

Nitro Productivity Suite is a PDF productivity and e-signing tool that reduce printing and enable 100% digital workflows, usage insights, and easy user management all in one simple solution. It helps to improve ROI and stakeholder relations. ...

Nitro Productivity Suite combines PDF productivity at the enterprise-scale with an unlimited eSigning tool to deliver one easy-to-use, affordable solution that helps enterprises. It also provides tools to simplify PDF editing and eSigning.

Some of its features include create, convert, combine and share PDF files from any web browser, makes applying and requesting signatures more agile, and integrations with Dropbox, Google Drive, OneDrive, and Box enables to easily access and work with the documents, regardless of where they’re stored in the cloud.

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PairSoft

AP Automation and Document Management software

4.43

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PairSoft

4.43
★★★★★
★★★★★
AP Automation and Document Management software

PairSoft is an AP Automation and Document Management software that effortlessly connects with the current ERP. The accounting, procurement, and fundraising teams can perform at their highest level using PairSoft. ...

PairSoft's AP automation, procurement, and document management solutions help lower expenses and raise the team above repetitive, transactional labor. PairSoft enables teams in charge of fundraising, procurement, and accounts payment to become more efficient and productive.

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Concord

The Contract Success Platform

4.42

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Concord

4.42
★★★★★
★★★★★
The Contract Success Platform

Concord is an online contract management solution. It is designed to help companies create new contracts and keep track of existing contracts. It allows businesses to automate contract management and e-signature processes and is suitable for all types of businesses and industries, ranging from freelancers to multinational corporations. ...

Concord creates, signs, and file contracts, without the need of doing manual contract management ever again. It is designed to manage contract authoring, track approvals, enforce workflows and audit contracts. Users can edit contracts directly through an online interface and legally binding contracts with the system's e-signature functionality.

Concord features include template building, real-time editing, approval workflows, E-signature, renewals and deadlines, storage and retention, reporting, and integrations.

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RepZio

Mobile Sales Rep Software

4.41

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RepZio

4.41
★★★★★
★★★★★
Mobile Sales Rep Software

RepZio for iOS works both online and offline, making it ideal for a mobile sales force. Sales reps can create presentations, check stock levels, and manage inventory from their mobile devices.

Canto DAM

The Leader in Digital Asset Management Solutions

4.41

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Canto DAM

4.41
★★★★★
★★★★★
The Leader in Digital Asset Management Solutions

Canto DAM allows creating, managing, sharing and securing digital assets. Canto provides comprehensive solutions for Digital Asset Management, Global Media Distribution, Corporate Image Management and Integrations. The product is available both in cloud-based and on-premise deployment options and caters to businesses of all sizes. ...

Canto Digital Asset Management features document search, which allows users to manage metadata for multiple documents and search files based on keywords and conditions. The product also offers digital rights management, which allows users to manage document licensing, copyright information and workflow management. Other features include file annotations, image watermarking, a local file server, marketing asset management and social integration.

Canto offers a branded self-service portal that allows users to share digital assets. The portal supports automated search engine optimization functionality to search and find digital assets. Users can also filter search results and access large visual purviews to quickly locate the required asset. The solution further supports metadata technology that allows users to find files easily.

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M-files

Intelligent Information Management Solutions

4.40

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M-files

4.40
★★★★★
★★★★★
Intelligent Information Management Solutions

M-Files is an Intelligent Information Management System that helps enterprises find, share, and secure documents and information. The solution is suitable for small and large businesses in multiple industries. ...

The M-Files solution is metadata based, repository neutral, and intelligent. That means that users can find data based on what it is, not where it's stored. Users can see information in context automatically, regardless of its system of origin. There is no need to worry about data migration - keep everything exactly where it is and access it instantly. M-Files is an intelligent solution that connects to all data repositories. M-Files allows access to information offline with a mobile device. Users can easily share it with anyone and add workflows to automate business processes.

M-Files allows users to configure the platform or use templates to support general use cases. Additionally, several add-ins and APIs help to configure it just the way needed. Automated workflow tools include notifications sent to users when they need to review or approve document changes. The co-authoring feature allows users to simultaneously edit documents and send invitations to co-workers, workgroups and users via sharing links.

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LinkPoint Connect

Editions I LinkPoint360

4.39

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LinkPoint Connect

4.39
★★★★★
★★★★★
Editions I LinkPoint360

LinkPoint360 offers email-to-CRM integration products for Salesforce and Microsoft. CRM records are easily managed, increasing productivity.

DocuVantage OnDemand

Document Management Software to manage documents and information

4.38

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DocuVantage OnDemand

4.38
★★★★★
★★★★★
Document Management Software to manage documents and information

DocuVantage OnDemand is a Document Management Software that includes document capture, imaging, archiving, OCR, full-text search, annotation, redaction, collaboration and version control. It helps to scan, import, access documents remotely and secure the documents in one location. Users can quickly search all documents based on the content of the document and secure the documents by user or department, identify document changes, manage document updates and so on. ...

Its feature includes Web-based scanning for easy remote document capture, Easy to define indexes enable rapid retrieval, Point and click interface for security settings, Implement security down to the document level, Send and receive messages and document links to and from multiple team members and more.

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Upland FileBound

Workflow Automation Software & Document Management

4.37

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Upland FileBound

4.37
★★★★★
★★★★★
Workflow Automation Software & Document Management

Upland FileBound is a Document management and workflow automation software enabling team collaboration, smooth workflow through automated processes, and instant access to the right content. The software can be used for enhancing productivity and services across industries such as Government, Non-profits, Education and more. ...

Upland Filebound can be used in employee on-boarding and review processes, and for creating a database of employee profiles with action triggers, which help in improving HR productivity and employee satisfaction. Records Management processes can be streamlined for storing securely and granting secured access to remote employees, thus enabling better productivity and information management.

The features include Workflow automation with customizable rules, Document configuration with easy configuration settings for secured access, including scalable licensing options, an eForms portal which can be accessed through automated workflow rules, Analytics with dashboards showing insights on various factors such as process efficiency, predictive analytics, performance comparisons and more.

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Egnyte

Fyber FairBid - Fyber is a holistic publisher platform

4.37

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Egnyte

4.37
★★★★★
★★★★★
Fyber FairBid - Fyber is a holistic publisher platform

Egnyte is a content intelligence platform designed to empower organizations to protect, connect, and unlock value from all their content. It helps to scale best practices, establish thought leadership and enhance customer relationships ...

Egnyte helps to combine data-centric security and governance, AI for real-time collaboration and predictive insights, and the flexibility to connect with the content sources and applications the business users know and love on any device, anywhere, without friction.

Some of its features include a unified view of all content, automated governance, content intelligence and discovery, streamlined administration, open, flexible and extensible architecture and more.

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Bigtincan Hub

The leading AI-powered sales enablement automation platform for sales and marketing

4.37

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Bigtincan Hub

4.37
★★★★★
★★★★★
The leading AI-powered sales enablement automation platform for sales and marketing

Bigtincan Hub is a sales and content enablement automation platform designed for sales, service and marketing teams. It supports every phase of the buying process and helps the team to drive enhanced business results and deliver better customer experience. ...

The AI enabled platform helps to optimize sales content in a native language anywhere, anytime and via any device. It offers features including onboarding, meeting management, customer engagement, Sales and marketing alignment, collaboration between sales and marketing teams and training. Apart from that, it also has flexible smart forms and interactive content creation capability.

This integrated software leverages existing and potential customer information, interaction data, predictive analytics using machine learning capabilities and mobile-first design to help enhance sales productivity and performance.

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Kiteworks

Secure Content Communication Platform

4.34

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Kiteworks

4.34
★★★★★
★★★★★
Secure Content Communication Platform

Kiteworks is a Collaboration Software. It is a secure file-sharing and collaboration solution that enables internal and external sharing of content. It enables businesses to efficiently ...

The Kiteworks platform offers CISOs the security and governance required to safeguard their companies, reduce risk, and comply with stringent legal requirements including FISMA, GLBA, GDPR, HIPAA, and NIST 800-171.

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Folderit Cloud DMS

Folderit - Document Management System

4.33

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Folderit Cloud DMS

4.33
★★★★★
★★★★★
Folderit - Document Management System

Folderit offers a user-friendly, secure document management system for going paperless. A free trial is available.

Chameleon Intelligent

Chameleon - User Onboarding & Product Adoption for Web Apps

4.33

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Chameleon Intelligent

4.33
★★★★★
★★★★★
Chameleon - User Onboarding & Product Adoption for Web Apps

Chameleon enables modern SaaS teams to control, configure, and customize in-product UX. User adoption is driven by Chameleon's software to boost revenue.

Ombud

Enable better decisions

4.32

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Ombud

4.32
★★★★★
★★★★★
Enable better decisions

Ombud provides sales effectiveness and content collaboration software to help sales teams reduce effort by 50% or more and spend more time selling. It allows organizations to identify the best content, automate repetitive curation tasks, and improve overall collaboration efficiency. ...

Ombud combines content collaboration, project management, and machine learning to streamline the creation of sales documents like RFP responses, security questionnaires, sales proposals, statements of work, and much more. It consolidates all content in one place providing a single source of truth for revenue teams .

Ombud features include document generation and authoring capabilities, automatic content additions, intelligent search categorizes and prioritizes, content flagging can push inaccuracies, streamlined workflows, data security, and more.

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SmartVault

SmartVault - Online Document Storage and Secure File Sharing for Business

4.31

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SmartVault

4.31
★★★★★
★★★★★
SmartVault - Online Document Storage and Secure File Sharing for Business

SmartVault offers online document management and secure file sharing for businesses. Files can be stored, managed, and shared efficiently.

NetDocuments

Cloud-based document and email management service

4.31

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NetDocuments

4.31
★★★★★
★★★★★
Cloud-based document and email management service

NetDocuments is a Document management software that is coupled with security and compliance. It can be used by IT, Knowledge management and legal teams in Professional services organizations, Corporate legal departments, Real Estate and Law Firms. ...

NetDocuments DMS platform enables document sharing, collaboration and management in one secure location ensuring security and compliance with IT governance protocols including back-up and other regulations. The platform is also available on mobile Android and imobile versions enabling work on the go. NetDocuments also allows collaboration of documents with internal and external stakeholders.

NetDocuments provides tools for organizing emails without having to leave Outlook. It provides flexibility with filing options with tools powered by AI enabling faster search and retrieval facility.

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Webdam Digital Asset Management Icon

Webdam Digital Asset Management

4.31
★★★★★
★★★★★
Webdam

Webdam a Digital Asset Management platform accelerates brand operation from concept to completion. It helps to improve internal communications and acquire customers. Webdam unites teams, assets ...

Webdam capabilities like connected workflow, faceted search, automated suggestions help to automate and streamline common tasks, clearing the way for creative and marketing teams to work faster and deliver more impact.

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Docusign CLM

DocuSign CLM: Automate agreement life cycle

4.30

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Docusign CLM

4.30
★★★★★
★★★★★
DocuSign CLM: Automate agreement life cycle

Docusign CLM allows organizations to streamline the agreement lifecycle by transforming analog manual processes into a digital automated workflow. The result is an accelerated pace of doing business, increased compliance, and more efficient employees. ...

Docusign CLM automates manual tasks, orchestrates complex workflows, and eliminates bottlenecks to get work done faster and more accurately, increase compliance, and improve customer experiences. DocuSign CLM delivers robust functionality that's easy to implement, use, and extend across the entire organization.

Docusign CLM features include flexible, configurable workflow, automate with workflow templates, seamless document generation, centralized searchable repository, support for collaboration and negotiation, clause library, rich integrations, and more.

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ShareFile Virtual Data Room

The secure way to stay deal-ready

4.30

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ShareFile Virtual Data Room

4.30
★★★★★
★★★★★
The secure way to stay deal-ready

ShareFile Virtual Data Room and CapLinked both serve the Sales Enablement category, but they differ in focus and strengths. ShareFile excels in document management and customer relationship enhancement, leaning towards industries like financial and legal services. CapLinked, while also adept at document handling, emphasizes content sharing and integration, appealing more to industrial and consulting sectors. Both provide extensive security features but differ in user base and support mechanisms, catering to varied operational needs. ...

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docuvita document management system

Document management system for the centralized management of data

4.29

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docuvita document management system

4.29
★★★★★
★★★★★
Document management system for the centralized management of data

docuvita document management system (DMS) is a powerful information management system, designed exclusively for companies who aim to create a digital workplace! Collecting documents and data in one source is imperative for improving business performance. ...

With docuvita DMS you can simplify and automate document management within the company – no matter from which sources the documents are retrieved: analog sheets, digital files, from e-mails, Office applications, ERP, CRM or scanned documents. It helps to create a digital workplace where co-workers, collaborators are connected, no matter from where they work and what device they use benefiting with no longer lose time over filing, storing, searching, Sharing, and Versioning documents.

docuvita's all paper-driven business processes are automated, DMS is fully customizable and easy to use. It offers out-of-the-box integration to all known enterprise solutions and document governance which guarantees that the files are always safe and compliant.

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Business Card Reader

Business Card Reader application | MagneticOne MobileWorks

4.28

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Business Card Reader

4.28
★★★★★
★★★★★
Business Card Reader application | MagneticOne MobileWorks

Business-card-reader application by MagneticOne MobileWorks simplifies work by preserving partner information. Download now to avoid losing valuable contact details.

Hyland ECM

Organize and optimize all content and assets across the entire organization.

4.26

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Hyland ECM

4.26
★★★★★
★★★★★
Organize and optimize all content and assets across the entire organization.

Alfresco ECM is an Enterprise Content Management software that is scalable and customizable and can be deployed on cloud, on-premises and hybrid-cloud configurations. It can be used in industries such as Financial Services, Healthcare, Manufacturing and more. ...

Alfresco ECM has a cloud native architecture enabling scalability and accessibility and integrates with other applications. Its capabilities include Document management, Document Scanning and Capture, Enterprise Collaboration, Information Governance, Intelligence and Analytics.

Alfresco ECM enables content management and processes to work in sync enabling optimization of information flow through the organization. The standards-based process engine ensures the content supports the business goals. Information Governance features include compliance and controls to reduce business risk, automated records life-cycle management from capture through retention and final destruction. It enables secure access to content from anywhere with file share and collaboration made possible over a variety of channels such as web browsers, mobile apps and more.

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AODocs Platform

AODocs - Cloud Document Management

4.18

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AODocs Platform

4.18
★★★★★
★★★★★
AODocs - Cloud Document Management

AODocs-platform is a content services platform powered by Google. It helps organizations modernize business processes and streamline compliance in the cloud.

DocFinity

ROOT YOUR PROCESSES IN A BETTER ECM SOLUTION

4.14

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DocFinity

4.14
★★★★★
★★★★★
ROOT YOUR PROCESSES IN A BETTER ECM SOLUTION

DocFinity a Content Management System enhances document management and business process requirements with self-service efficiency in a range of markets for accounts payable, accounts receivable, contract management, etc. It helps to improve efficiency and improve ROI. ...

DocFinity helps to automate the capture and indexing of files into the system, find files using keyword searches of active databases and archives, standardize and expedite processes by automating the movement of data and files to people and systems and more.

Its features include document management, dashboards for key details, greater insights by integrating applications and content, eForms ensuring consistent data collection, capture information anytime and anywhere and many more.

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Microsoft Sharepoint

Microsoft - Official Home Page

4.09

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Microsoft Sharepoint

4.09
★★★★★
★★★★★
Microsoft - Official Home Page

Microsoft SharePoint is a document management and collaboration platform that helps companies manage archives, documents, reports, and other content that is vital to the business process. It helps to improve internal communications and ROI. ...

SharePoint is used by organizations to create websites. It is used as a secure place to store, organize, share, access information to empower teamwork, quickly find information, and seamlessly collaborate across the organization.

Some of its features include simple sharing and seamless collaboration, creating an intelligent intranet, enabling the organization to maximize the velocity of knowledge sharing, and accelerate productivity by transforming processes—from simple tasks like notifications and approvals to complex operational workflows.

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Worldox

Worldox - Effortless email and document management

4.06

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Worldox

4.06
★★★★★
★★★★★
Worldox - Effortless email and document management

Worldox provides user-friendly document and email management tools for businesses, enhancing workflow with superior mobility and sharing features. Businesses of all sizes benefit from improved efficiency. ...

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Questys Enterprise Content Management

Enterprise Content Management | Harris ERP - questys.com

4.00

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Questys Enterprise Content Management

4.00
★★★★★
★★★★★
Enterprise Content Management | Harris ERP - questys.com

Questys Enterprise Content Management helps to capture, manage, store, preserve and deliver content and documents related to organizational processes. It helps to improve efficiency and increase sales and revenue. ...

Questys ECM helps organizations of all sizes save time and money by increasing the productivity and efficiency levels of its employees. It enables organizations to deliver relevant content to users where and when they need it as well as eliminate ad hoc processes that can expose an organization to regulatory compliance risks and security issues.

Some of the key features include check-in/check-out and locking, to coordinate the simultaneous editing of a document so one person’s changes don’t overwrite another’s, version control, so tabs can be kept on how the current document came to be, and how it differs from the versions that came before, audit trail, to permit the reconstruction of who did what to a document during its life in the system and many more.

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SentiSum Platform

Customer enablement software to deep dive customer friction

4.00

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SentiSum Platform

4.00
★★★★★
★★★★★
Customer enablement software to deep dive customer friction

SentiSum is a Customer Analytics Software that connects and understands customer moments across the business to accelerate and action insight in the moments that matter. It also helps to enhance customer relationships, improve ROI and increase sales and revenue. ...

SentiSum uncovers the reasons for customer contact from every conversation and make evidence-backed decisions and drive cross-functional change. It turns thousands of negative reviews, comments and survey answers into customer insight in real-time and tackles the root cause of customer friction.

Some of its features include the fastest time to insight, makes CX collaborative, truly multichannel, reduce churn, improve insight accuracy and so on.

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Denave

Denave-End to End Sales Enablement Service Provider

4.00

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Denave

4.00
★★★★★
★★★★★
Denave-End to End Sales Enablement Service Provider

Denave is an end-to-end sales enablement service provider with over 50,000 combined years of experience. They have trained 150,000+ salespeople across 500+ cities globally.