Allow data to flow between documents, CRM and other apps.

   

✓ Generate and send contracts from your CRM

✓ Automate invoicing or any other process

✓ Say goodbye to data entry

Centralized place to keep all documents

%

Manual double entries

Clicks needed to send a document from a CRM

FINANCIAL ADVISORY FIRMS SPEND 40% OF THEIR TIME ON DOCUMENT-RELATED TASKS

MONEY WASTED ON WAGES

Manual tasks done by your team steal jobs that computers can do for free

Re-keying info in multiple systems

Manual double entries wastes time and allows errors to creep-in

Manual admin tasks

Not only wastes time but allows human errors to creep-in

UNLOCK THE POWER OF AUTOMATION

   ✓Automate entire sales workflows
   ✓Generate and send contracts from your CRM
   ✓Automatically archive completed documents
   ✓Update systems with the data contained in documents
   ✓Automatically send invoices to clients once contracts are signed
    ✓Keep track of the signature status of your contracts directly in your CRM
    ✓Automate any process you can think of
And more…

INTEGRATIONS WE BUILD

INTEGRATION PRICING

30-DAY GUARANTEE INCLUDED

From

$949

 

Schedule a call

From

$2449

 

Schedule a call

Includes a DocuSign template

Auto-archive signed docs in a cloud folder

Send signature requests from CRM

Automate invoicing and other workflows

Update CRM with data collected in docs

HOW THE INTEGRATION PROCESS WORKS

1

Book a meeting

We analyze your organizational structure, processes you want to automate and agree on success metrics to reach.

2

Receive a proposal

We provide you with a fixed-price quote so that you’ll know exactly how much the project is going to cost.

3

We build the integration

We build the solution while working closely with your team.

4

Implementation & Training

We train and support your users before, during and after going live.

5

Unlock time savings

Use the time saved to be more productive and provide a better customer experience.

6

30-Day Guarantee

We provide support and fix potential bugs at no additional cost.