Industry specific AppExchange Application

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We provide implementation, configuration, and migration to AdvoLogix clients. Our core team has been involved in multiple implementations which involves crucial activity like streamline matter intake process, prioritize workload, and maximize business process effectiveness. Application has ample features to offer and we ensure that you take maximum benefit from it. Below is high level list of task that is involved to make it up and running for you –

• Development of logic for automatic case intake process
• Setting up of schema as per business needs
• Configure group and matter calendaring
• Legal case project management including activities, tasks, action plans, matter planner, Gantt view planner, and task card wall, providing rich case detail and case oversight.
• Setting up integration for time and expense reporting
• Setting up workflow, approval, process builder to automate your business needs
• Email integration – gmail, outlook
• Powerful analytics

 

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ServiceMax is one of the most innovative field scheduling tool. Our technical expertise with deep service knowledge domain ensures an optimal adoption with maximum results. It is a massive application with various features that can boost business growth in no time. Here are list of features our experts can help you on –

• Case Management and Quoting
• Social Collaboration
• Customer and Partner Communities
• Warranty and Entitlements
• Customer Accounts and Contacts
• Work Order Management
• Installed Base and Contracts
• Work Order Signature Capture
• Reports and Dashboards
• Scheduling and Dispatch
• Service Parts and Inventory
• Service Report Templates
•ServiceMax Linx for QuickBooks
•ServiceMax Mobile for iPad and iPhone

 

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Accounting Seed is a powerful back office application 100% native Salesforce app that combines ERP and accounting. We have multiple implementation experience which can help business achieve their set goals and targets. Following key features helps to cover entire business lifecycle.

• Order management
• Inventory Control
• Construction and Government Contracting
• Multiple configurable invoice formats
• Auto service billing from time cards
• Accounts Payable and Cash Disbursements
• Fund Accounting (non-profit)
• Deferred revenue/expense in multiple configurations
• Scheduled transactions with any project or GL account
• Flexible Project Accounting and work breakdown structure
• Project Profitability against multiple budgets
• Labor costing at actual or standard rates
• Material costing to project
• PSA management
• Planned resource allocations per project by hour
• Utilization load and planning with conflict identification
• User defined core financial report layouts

 

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One of the most popular Real Estate CRM and marketing software application. Our team of experts have done extensive work on further customizing the app to suit unique business process. We ensure that tool helps to sell, lease and manage properties in the most efficient manner. Following is list of most promising features –

• Promising client experience with personalized/branded email campaigns
• Comprehensive template library
• Smart Target list
• Lead gathering & notification
• Full control of on listings, availabilities, comparable, stacking plans and trend
• Graphical visualization on key information
• Automate communication via workflows
• 360 degree client view
• Structured closing on deals and transactions
• Big data & analytics

 

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A native CRE CRM application for commercial brokers, agents, property managers & investors. Our team of experts have a strong hold on commercial real estate domain and have delivered projects which have helped client to close more number of leads and manage their processes with ease. We help our clients to explore and take maximum benefit of this robust application.

• Capture, target & nurture every real estate lead
• Customize application as per business process
• Management of Properties, Tenants, Accounts, Leads, Contacts, Investments & All Activities
• Search Properties, Spaces, and Comps and send to clients with one click
• Create powerful marketing brochures with the click of a button
• Reduce response time to clients with more accurate information
• Design, integrate & manage your real estate website with REthink Real Estate CRM
• Search & Manage real estate Inventory in Real Time

 

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TechCanary is a cloud-based, analytics-driven Insurance platform, for agencies, brokerages, MGAs, GAs, wholesalers, and carriers.Built inside the world’s #1 CRM platform, Salesforce, TechCanary makes expansion easy and delivers fast time-to-It manages the entire insurance sales and service process from lead to sale to customer support and renewal.Its competitive with continual innovations through four automatic updates a year.

• Complete ACORD® data model
• Complete CSIO data model
• Support for all lines of business: P&C, Life, Health and Group Benefits
• Integration with email, phone, text, social
• Native support for all browsers and mobile devices
• Real-time actionable analytics
• User-configurable automation and workflows
• More than 3,000 pre-integrated add-on Apps
• All-in-one, single environment

 

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Created by commercial real estate brokers, Apto is the leading web-based software for managing client relationships,properties, listings, and deals. More than just a CRM, Apto streamlines the entire deal lifecycle.
It includes features like –

• Search your entire property inventory
• Quickly filter properties to meet a very specific set of criteria
• Employ a radius or a custom drawn polygon to limit your results
• Hand select properties from a filter set to add to a call list
• Create a new call list, (or add to an existing), from the property owners, managers or former owners right from your results list Watch