Top Playbook Alternatives, Competitors & Similar Software

Team Collaboration Software

A Sales team typically uses 5-6 document tools: 1. Document generation tool for creating personalized proposal/contracts etc. using a template & customer data. Ex: Conga composer, Panda Docs, Quip. 2. Document Storage tool for storing files in a cloud storage. Ex: SharePoint, Google Drive, Salesforce. 3. Document Discovery tool for finding the right content in the business context. Ex: Seismic, Highspot. 4. Document Sharing tool for sharing documents with customers & tracking engagement. Ex: Showpad, DocSend. 5. E-signatures tool to Esign on documents. Ex: DocuSign, HelloSign Problems with current document stack is that: 1. These tools don’t talk to each other. 2. They add a lot of friction to the sales process. 3. Sales people have to keep jumping between these tools. 4. Sensitive files & customer data is scattered across these platforms. 5. They don’t integrate well with the existing processes. Enter CloudFiles which is a full stack document automation & sharing platform. It is: a) Friction Eliminator: 1. Exposed through the CRMs - acts as CRM extension & not as a new tool 2. Mirrors existing storage - Works on top of SharePoint, Google Drive etc. Customer’s sensitive files remain with them. b) Deeply Integrated: 1. CRMs are very powerful at automations, it’s their core business. 2. CloudFiles deeply integrates with these tools, harnessing the full power of CRMs. c) Full Stack: 1. CloudFiles would support all functions across document lifecycle, with an option to plug user’s own tool as well. 2. Ex: Someone wants to use DocuSign instead of our e-signatures, they can, in a seamless way. d) Highly Customizable: 1. All sales processes are unique. Salesforce understood that and pioneered CRMs. 2. CloudFiles takes the same approach, building on top of CRMs, enabling customers to fully customize their processes involving documents. All in a no code way.

Team Collaboration Software

Comptalib : L'application de comptabilité qui simplifie votre vie d'entrepreneur. Utilisez Comptalib pour votre comptabilité. Synchronisez votre compte bancaire et l'application s'occupe de tout : Tenue comptable, TVA, facturation, bilan.

Team Collaboration Software

A Sales team typically uses 5-6 document tools: 1. Document generation tool for creating personalized proposal/contracts etc. using a template & customer data. Ex: Conga composer, Panda Docs, Quip. 2. Document Storage tool for storing files in a cloud storage. Ex: SharePoint, Google Drive, Salesforce. 3. Document Discovery tool for finding the right content in the business context. Ex: Seismic, Highspot. 4. Document Sharing tool for sharing documents with customers & tracking engagement. Ex: Showpad, DocSend. 5. E-signatures tool to Esign on documents. Ex: DocuSign, HelloSign Problems with current document stack is that: 1. These tools don’t talk to each other. 2. They add a lot of friction to the sales process. 3. Sales people have to keep jumping between these tools. 4. Sensitive files & customer data is scattered across these platforms. 5. They don’t integrate well with the existing processes. Enter CloudFiles which is a full stack document automation & sharing platform. It is: a) Friction Eliminator: 1. Exposed through the CRMs - acts as CRM extension & not as a new tool 2. Mirrors existing storage - Works on top of SharePoint, Google Drive etc. Customer’s sensitive files remain with them. b) Deeply Integrated: 1. CRMs are very powerful at automations, it’s their core business. 2. CloudFiles deeply integrates with these tools, harnessing the full power of CRMs. c) Full Stack: 1. CloudFiles would support all functions across document lifecycle, with an option to plug user’s own tool as well. 2. Ex: Someone wants to use DocuSign instead of our e-signatures, they can, in a seamless way. d) Highly Customizable: 1. All sales processes are unique. Salesforce understood that and pioneered CRMs. 2. CloudFiles takes the same approach, building on top of CRMs, enabling customers to fully customize their processes involving documents. All in a no code way.

Team Collaboration Software

Concora provides a digital platform designed to streamline the specification experience for building product manufacturers’ websites. Manufacturers choose our software and services to modernize the user experience (UX) and increase sales by making the specification process easy for their website visitors. Our technology works with any existing website. It captures leads and guides them to quickly find and select what they need – from digital assets, to BIM content, to sustainability certificates.

Team Collaboration Software

Delightful Automated Conversations for Small Business Front Desks and Enterprise Help Desks

Team Collaboration Software

Yulio is revolutionizing the design and architectural industries by creating, enhancing, and presenting VR and AR experiences that will wow your clients. Build VR presentations in just a few clicks from Revit, SketchUp, CET Designer, and more with the power of cloud rendering.

Team Collaboration Software

Wicket is a SaaS membership software that is built to integrate with best-in-class software such as MailChimp, Shopify, Eventbrite, and Drupal. It breaks down data silos, giving member-driven organizations flexibility to use the world’s best software by integerating and sharing data. We empower associations and member-based organizations to manage their data in a simple and effective way. No more inefficient and manual workarounds. No more data silos and random spreadsheets. Smarter, easier member management.

Team Collaboration Software

Ant is the smallest most intellectual insect in the world. AntMyERP is One Software to manage your entire business process from Sales, Service, Operation, HR ,Assets , Inventory till Invoicing. Designed specifically for B2B businesses who are in Sale, Service, Rent, Repair, AMC of the Equipment like IT , AV, Medical , CCTV, POS , ATM ,Power Equipment ,etc . AntMyERP is designed to streamline your entire business process starting from Contact Management, Lead Management, Proposal Management , Contract management, Service Management, Renewal Management , Billing and service deliverance to reduce manual data entry. AntMyERP allows you to stay on top of your business and provides a true and unified picture of Critical, up-to-the minute business information across your organization. We have helped more than 200+ customers to reduce costs, increase profitability, and improve productivity. Your entire organisation will be on the cloud with the investment of 12000/- pm month for 10 users with unlimited Client and Vendor Login. I can assure you that you will love antmyerp.com. We will be happy to provide you with an online guided demo.

Team Collaboration Software

Clustermarket is the world-leading lab management system helping laboratories optimize their operations and accelerate results. Clustermarket equips research teams with an easy-to-use software solution enabling them to coordinate equipment usage, plan maintenance activities, and generate reports and forecasts for resource planning. The intuitive system is designed for fast implementation and high adoption within the organization, whilst also offering integrations with various other software solutions.

Team Collaboration Software

Meet the new way to run webinars. Fun, engaging and authentically you.

Team Collaboration Software

Veratrak connects the life sciences supply chain, pairing innovation with breakthrough technologies to achieve remarkable results. We are on a mission to improve the world of healthcare by facilitating collaboration across the supply chain. Whether that be helping Pharma companies break down communication barriers with their outsourced partners, or helping manufacturers coordinate suppliers to deliver critical batches, our platform manages all interactions through a single, standard, compliant and secure platform: the Hub, by Veratrak. Veratrak’s Hub provides a single and secure path to automatically extract, synthesise and visualise partner performance metrics across your supply chain. Find out more: www.veratrak.com/hub. If you're passionate about unleashing cutting-edge technology to achieve remarkable results across healthcare, please get in touch at [email protected].

Team Collaboration Software

Prosperoware is an enterprise software company focused on legal and professional services. Our 300,000+ users represent half of the G20, most of the Am Law 200, a quarter of the UK Top 100, many large global corporations, and the Big Four accounting firms. Our innovative software is transforming how professionals work and enabling firms to better compete. Our more than 270 customers range in size from only a few professionals to more than 14,000 users. We maintain offices in Chicago, Philadelphia, London, Mumbai, and Prishtina.

Team Collaboration Software

Essent is an innovative provider of fully-integrated business management software solutions and services for process-intensive industries. Essent solutions combine flexible workflow management with innovative technologies that automate repetitive tasks and simplify business processes. Since 1981, Essent has offered the systems, service, software, and support critical to success in today's highly-competitive marketplace.

Team Collaboration Software

Veratrak connects the life sciences supply chain, pairing innovation with breakthrough technologies to achieve remarkable results. We are on a mission to improve the world of healthcare by facilitating collaboration across the supply chain. Whether that be helping Pharma companies break down communication barriers with their outsourced partners, or helping manufacturers coordinate suppliers to deliver critical batches, our platform manages all interactions through a single, standard, compliant and secure platform: the Hub, by Veratrak. Veratrak’s Hub provides a single and secure path to automatically extract, synthesise and visualise partner performance metrics across your supply chain. Find out more: www.veratrak.com/hub. If you're passionate about unleashing cutting-edge technology to achieve remarkable results across healthcare, please get in touch at [email protected].

Team Collaboration Software

Credentialing, messaging, and learning platform

Team Collaboration Software

We help growing countertop fabricators get to the next level with our industry leading software. Thousands of fabricators use Systemize every day to streamline their shop processes and CounterGo to make selling fast, accurate & professional.

Team Collaboration Software

At ShiftX we love to make people’s lives better every day. With ShiftX, you give your employees a voice to create better work and vacation schedules. Your seniority, Shift preferences, and buddy preferences are all used to get you the best possible schedule. ShiftX makes scheduling easy, fair, transparent and delightful at scale. Whether you live in a complex regulatory environment or just want to create schedules that fit your employee’s lives, ShiftX makes it easy. We designed the ShiftX platform to solve all of your scheduling problems. This extensible platform enables you to customize your unique environment, provides APIs/plugins for integration, and can take advantage of our scheduling AI plugins. We make it easy for you to optimize your scheduling processes.

Team Collaboration Software

At BPA Solutions, Quality Management is our DNA and our job is to leverage the best Microsoft technologies for the benefit of quality. We provide cutting-edge software solutions for every employee to improve the quality of the delivered products and services across different devices and platforms. With M365, we enable innovative technologies like AI and instant discussions to shift to intelligent quality and the future of work.

Team Collaboration Software

Deals don’t just happen on their own. They happen by building, managing, and scaling relationships. At 4Degrees, we understand the immense value of relationships, so we build a platform that brings your network to life. The 4Degrees Relationship Intelligence CRM Platform empowers relationship-focused professionals like you by identifying the right connections to focus on while helping you strengthen those relationships and activate your network when you need it. Whether you’re starting from spreadsheets or looking to level up from your existing systems, we’d love to help you and your team maximize your relationship network potential.

Team Collaboration Software

mogenius empowers development teams to create self-service workspaces, enabling effortless deployment and monitoring of Kubernetes environments by abstracting Kubernetes complexity. Boost productivity with automated workflows, built-in security, and simplified infrastructure management. Provide application developers with secure and automated environments, tools, and pipelines for self-service delivery, eliminating the need for DevOps support. Define golden paths for developers to autonomously manage the application lifecycle while ensuring compliance with internal policies on any infrastructure. mogenius enables companies to accelerate innovation without hindrance from cloud-native challenges at scale by combining the best DevOps practices, Kubernetes usage and augmentation, and a comprehensive developer experience.