Zendesk

JUNE 29, 2023

Everlaw Everlaw (Support) helps legal teams navigate the increasingly complex e-discovery landscape to chart a straighter path to the truth. Previews of invoices and estimates can be viewed and linked to a ticket without having to download. Sync your Zendesk CRM contacts with Onoff and always know who is calling.

Invoicing 52

Invoicing AI Legal CRM 52

Zendesk

FEBRUARY 27, 2021

Mapsly (Sell) plots your CRM records on the map based on their locations, which can be an address or GPS coordinates. 3CX (Support) provides integration with Zendesk via the 3CX API for CRM. Stripe by Zenplates (Support) allows your agents to view and manage customers, subscriptions, payments and invoices from within Zendesk Support.

Invoicing 90

Invoicing CRM Sentiment Analysis Omnichannel 90

ProProfs

NOVEMBER 18, 2021

and ensuring regulatory compliance. It may also entail legal implications. Most TMSs come with a built-in CRM that enables you to run successful training by combining all the tools you need in one powerful software. Payment & Invoices. Compliance Tracking. Benefits of Training Management Systems.

Compliance 52

Compliance Invoicing Non-Profits Legal 52

SugarCRM

JULY 23, 2019

And with its Sugar integration comes the ability to send the documents for signature directly from the CRM. An advanced tip is to use “DocuSign field mapping” to get the filled values from the recipient back to the CRM module, giving you the ease of bidirectional data parsing and updating.

Real Estate 20

Real Estate Invoicing Compliance Legal 20

Customer Experience Matrix

AUGUST 27, 2020

Until recently, most marketers were content to leave privacy compliance in the hands of data and legal teams. BigID goes beyond this to organize the items into clusters related to particular purposes, such as medical claims, invoices, and employee information. Of course, an item list is table stakes for data discovery.

Legal 60

Legal Invoicing Compliance Government 60