Sertifi
Pricing Model
Pricing Model
Free
Monthly payment
One-time payment
Annual Subscription
Quote-based
List of Features
List of Features
- Streamline workflow processes and improve communication
- Real-time updates on contracts sent via Chatter/Yammer
- Option for customers to sign either electronically or print, sign, and fax
- Pre-populate fields into a contract with existing data
- Get 100% audit trail including when a contract was sent, opened, partially signed, and fully signed
- Signed PDF version of agreement is emailed to all parties
- Quickly respond to customer questions (conversation included within audit trail)
- Add others into the deal conversation via email address
- Integrate with leading applications including Conga Composer
Pricing Info
Pricing Info
The following plans are available:
eSignatures Plan: starts at $150/month/organization
Simple solution for agreement signing and secure electronic storage for documents. Includes the following features:
- 5 users (senders)
- Sending unlimited documents for signature
- Integrations with Salesforce, Newmarket International’s Delphi.fdc, Conga Composer & Drawloop’s LOOP for Salesforce
- Customized user permission levels
- Deal.Stream – unique collaboration feature for senders & signers
- Custom branding
- Shared document library
- Full support service & onboarding training
- Dedicated customer success manager
Closing ePayments Plan: starts at $250/month/organization
An integrated system perfect for businesses that need to gather signed agreements & secure customer payments. Includes all features from the eSignatures plan plus:
- 1,000 payment requests/year
- Payment gateway integrations with Merchant Link, Element, Authorize.net, Shift4 Corporation & leading billing system Zuora
- Collect one-time, re-occurring or authorized credit card payments
- Ability to collect ACH payments with select payment gateways
eAuthorizations Tool: starts at $105/month/organization
Digitize your credit card authorization process. Cards are verified & collected in a secure, PCI-compliant process.
Includes the following features:
- Unlimited users (senders)
- Includes 500 payment authorizations per year (tiered pricing for additional payment authorizations)
- Cardholder’s eSignature included on all authorization forms
- Payment gateway integrations for authorizations include Check Commerce, Merchant Link, Shift4 Corporation, and Payeezy
- Integration with Oracle Hospitality OPERA – Integration fees apply
- Customized user permission levels
- Unique collaboration feature for senders and signers
- Custom branding
- Full support service, implementation, and onboarding training
- Dedicated customer success manager
Integrations
Integrations
Sertifi offers integrations with the following business systems and applications:
- Drawloop
- Salesforce
- Salesforce Billing
- Zuora Payments
- Infusionsoft
- Shift4
- Conga
- Google Apps
- Merchant Link
- Microsoft Dynamics
Languages Supported
English
Chinese
German
Hindi
Japanese
Spanish
French
Russian
Italian
Dutch
Portugese
Polish
Turkish
Swedish
Arabic
Prominent Clients
Digital Alchemy, Belly, ASCAP, HomeSphere
Available Devices
Windows
Linux
Android
iPhone/iPad
Mac
Web-based
Windows Mobile
Company Size
Small Business
Large Enterprises
Medium Business
Freelancers
Available Support
phone
live support
training
tickets
General Info
An innovative e-signature solution that streamlines the agreement process. Sertifi is great for those who want to simplify the process of signing documents and accelerate the sales process. It gives companies a secure way to get contracts signed to process payments faster without flouting PCI regulations.
Company Email
Contact No.
Company's Address
350 N. LaSalle Suite 1020
Chicago, IL 60654
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Pricing Model
Free
Monthly payment
One-time payment
Annual Subscription
Quote-based
List of Features
- Customer Management
- Tenders & Contracts
- Recurring Task Management
- Work Orders
- Task Lists
- Time Tracking
- Automatic Invoicing
- Ticket Management
- Accounting Business Reports
Pricing Info
Koho PSA offers several plans for users to choose from, including an enterprise pricing plan for accounting companies and firms with more than 100 users. Here are the details of each plan:
Timer – €25/user/month
- CRM
- Payment mail
- Work time recording
- Billable working hours
- Calendar import
- Contract invoicing
- Invoice/billing
- 3rd-party expense invoicing
- Reports
- Integrations
Business – €30/user/month
- All features in Timer Plus:
- Sales systems
- Enterprise resource planning
- Task management via Kanban
- Purchase invoice management
Business+ – €40/user/month
- All features in Business Plus:
- Ticketing/customer work request management
- Collaboration Portal Pro
Enterprise – by quote
- All features in Business Plus:
- Custom Koho account
- Account-specific operating models
- Availment of development work
- Customization options
- Testing environment
- Cross billing
Integrations
Koho PSA integrates with:
- Netvisor
- Fennoa
- Maventa
- Maestro
- Western Systems
- Tikon
- Nordea
- Lemonsoft
- Aditro
- Aditro Wintime
- Finago Procuntor
- Visma Fivaldi
- Microsoft Dynamics NAVI
- Jeeves
- HubSpot
- WebCRM
- Microsoft Dynamics
- Vtiger
- Pipedrive
- Insightly
- Salesforce
- Visma
- Zendesk
- Intercom
- Freshdesk
- M-Files
- Dropbox
- Basecamp
- DocuSign
- Signicat
- EchoSign
- Signom
- Visma Sign
- Office 365
- Fuusor
Languages Supported
English
Chinese
German
Hindi
Japanese
Spanish
French
Russian
Italian
Dutch
Portugese
Polish
Turkish
Swedish
Arabic
Prominent Clients
Accountor Go, HM-Tilipalvelu, Rantalainen Accounting Services
Available Devices
Windows
Linux
Android
iPhone/iPad
Mac
Web-based
Windows Mobile
Company Size
Small Business
Large Enterprises
Medium Business
Freelancers
Available Support
phone
live support
training
tickets
General Info
Koho PSA is a professional service automation software that assist accounting firms and financial professionals in gaining optimum oversight and control of their work, obligations, processes, and clients.
Company Email
Contact No.
Company's Address
Koho Sales Oy Ltd
Lautatarhankatu 8 b, 00580 Helsinki
Finland
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In case you are still having second thoughts about which software will perform best for your company it might be a good idea to analyze each service’s social metrics. These metrics are usually a sign of how popular each service is and how big is its online presence.For example, if you look at Sertifi LinkedIn account you’ll learn that they are followed by 1646 people. In case of Koho PSA the volume of followers on their LinkedIn page is 41.
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