Kofax TotalAgility is a unified software platform that dramatically transforms and simplifies the business critical First Mile™ of business. The First Mile represents information-intensive interactions a customer, provider or partner has with an organization — interactions like new customer onboarding, claims processing, patient experience, student transcript processing and citizen services. By making these meaningful interactions fast, simple and accurate, TotalAgility sets the stage for enduring and profitable customer relationships. TotalAgility delivers a friction-free First Mile, enabling mutually beneficial engagements throughout a business process and over an entire customer lifecycle. The result is sustainable competitive advantage, continually reduced operating costs and satisfied, loyal customers. A Versatile Platform TotalAgility provides a uniquely comprehensive set of capabilities in a modern, open architecture, allowing customers to benefit from the platform at a pace that meets their need and via solutions that comfortably sit alongside existing technology investments. Reduce Operating Costs TotalAgility reduces error-prone manual processing and latency while improving customer satisfaction, competitive positioning and profitability. Optimize the Customer Experience By delivering responsive, dynamic business processes that maximize self-service models, TotalAgility improves responsiveness and enhances customer experience and engagement. Provide Mobile Access TotalAgility extends smart process interactions, HTML 5 interfaces and information capture capabilities to any mobile device, to improve collaboration and reduce time and cost from information-intensive business processes. Integrate With Any System By integrating easily with existing systems of record, TotalAgility delivers better First Mile processes without the need for labor- and cost-intensive modifications to legacy applications.

PandaDoc includes features to create, track and execute documents, as well as functionality for electronic signatures. It consists of features in the following categories: proposals, quotes, team management, content management, branding, tracking, workflow, productivity, etc. It integrates with several CRMs, as well as ERP, payment, cloud storage, and other systems.

Close deals faster and look more professional

 

• Create documents faster. Quickly create stunning proposals, quotes, and contracts from pre-built templates, content from marketing, and customer data from your CRM.

• Stand out from the crowd. Create an experience with your customers that would rival any billion dollar company. Beautiful design themes, embedded media, and interactivity give every deal the opportunity to get noticed.

• A process that scales. Confidently forecast revenue and improve your sales team’s performance with real-time metrics on the number of completed docs, proposal revenue generated, and time-to-close dashboards.

• Seize the opportunities. Accelerate your sales cycle by seeing which recipients are engaged and which deals are ready to close. Get real-time notification about every interaction with your documents.

• Seamless integrations. No more sending data with other people’s info, copy paste errors, and small mistakes that create big issues. Out of the box integrations with CRM to allow your team’s proposals to get out the door faster and eliminates manual data entry errors.

Source: https://www.pandadoc.com/

 

Get more context. Make smarter decisions.

• Have one place for all your contacts. Maintain your contacts in a centralized address book, and have a unified view of related tasks, notes, and emails.
• Track deals, and tasks.Stay on top of your deals, manage your tasks, and follow up on your to-do items. Categorize everything with Tags.
• Bring your team together. Create, assign custom roles to team members and control who can see what information with predefined user profiles. Stay up-to-date of all the happenings in your team through Feeds.
• Search intelligently. Quickly find exactly what you want with the intelligent multi-conditional search feature.
• Use smart templates. Improve your productivity by using smart task and email templates to share best practices with your team. Engage via email & social media.
• Manage your email interactions. Stay glued with your social media audience and build beautiful customer relationships online.

Zoho ContactManager integrates with

• Zoho Mail
• MS Outlook
• MailChimp
• G Suite
• Card Scanner
• Facebook
• Twitter