Name: SFI Central
Author: PlanRight Software

Help Desk

Web and Video Conferencing

Customer Support

AI Code Generation

Agile Development

Product Analytics

Version Control

Development

Business Intelligence (BI)

Collaboration

IP PBX

Knowledge Management

Policy Management

Enterprise

Accounting

Finance and Accounting

Applicant Tracking

Corporate Learning Management

Employee Scheduling

HR Management

Payroll

Talent Intelligence

Talent Management

Time Tracking

Workforce Analytics

Workforce Management

Human Resources

Cloud Brokers

Cloud Storage

Code Review

Data Catalog

Data Deduplication

Data Privacy Management

Data Warehouse

Edge Computing

Embedded Database

Ethernet Switches

Firewall Security Management

Fraud Detection

IP Address Management (IPAM)

Integration Platform as a Service (iPaaS)

Low-Code Development

Mainframe Monitoring

Migration

Mobile Identity

Network Monitoring

Network Performance Monitoring

Network Simulation

Rack Servers

Tape Storage

Information Technology

A/B Testing

Ad Serving & Retargeting

All-in-One Marketing

Content Management

Customer Experience Management

Data Cleansing

Digital Experience Intelligence

Digital Rewards

Email Marketing

Marketing Automation

Mobile Analytics

Search Engine Marketing (SEM)

Social Media Management

Survey & Forms Building

Web Analytics

Marketing

Project Management

Professional Services

Customer Relationship Management (CRM)

Presales

Sales Incentive Compensation Management

Sales

GDPR Compliance

Security Orchestration, Automation and Response (SOAR)

Security

Animal Shelter

Apparel

Computer-Aided Design (CAD)

ID Card

Last Mile Delivery

Lease Management

Oil and Gas

Online Ordering

Vertical-Specific

medium

M2E Cloud

Inventory Management

aPlus+ Attendance, from Cobek Software, offers a selection of attendance solutions from 'off the shelf' to more complex integrated systems. Options can be configured to integrate with an existing system.

aPlus+ Attendance

Attendance Tracking

Cobek Software

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KindLink, from the company of the same name in London, is presented as a platform where businesses and charities connect and manage their corporate social responsibility, fundraising, volunteering, donor CRM, and measure and share their sustainability impact.

KindLink

Corporate Volunteering

Alert Rental Software in Colorado Springs boasts installation and successful operation in hundreds of the world’s best-automated construction, general tool, and event equipment rental companies, writing millions of rental contracts annually.  Alert is a rental software provider, doing business throughout North America, the Caribbean, and several other countries.

Alert Startup Subscription

Alert Fundamentals

Alert Summit

Alert Rental

Equipment Rental

Based in Silicon Valley, AnChain.AI is a blockchain analytics company that specializes in AI-powered platforms. AnChain.AI provides around-the-clock protection, securing crypto exchanges, protocols, and DApps worldwide for several millions of dollars in weekly transaction amounts. The Situational Awareness Platform (SAP) proactively protects crypto assets by providing proprietary artificial intelligence, knowledge graphs, and threat intelligence on blockchain transactions. The vendor states the SAP can also detect and predict vulnerabilities and threats before they occur, enabling businesses to take proactive action.

AnChain.ai

Blockchain Analysis

small

The Org

Org Chart

Orgio, Inc.

Mavenir, headquartered in Richardson, Texas, offers CloudRange, a network function virtualization (NFV) option. CloudRange allows CSPs to realize additional revenue streams by launching and scaling new services.

Mavenir CloudRange (discontinued)

Network Function Virtualization (NFV)

CloudRange Mavenir CloudRange (discontinued)

Discontinued Products

CMIT Solutions headquartered in Austin offers CMIT Email Security, to block or prevent transmission of inbound or outbound unsafe and undesirable emails.

CMIT Email Security

Secure Email Gateway

Anti-malware

Customizability

Data Loss Protection

Threat Detection

Sandboxing

End-to-End Encryption

Management Tools

CMIT Solutions

EventsWallet

Event Management

TurnKey Lender

PinPoint DMS, from LSSP Corporation, is presented as a fully customizable, non-technical approach to storing and editing files with built-in workflow, onboarding, and retention management.

PinPoint Document Management Software (DMS)

Document Management

PinPoint DMS PinPoint Document Management Software (DMS)

LSSP Corporation (PinPoint DMS)

Basic

SFI Central

Construction CRM

PlanRight Software

Sales Force Automation

This is the technique of using software to automate certain sales-related tasks.

Customer data management / contact management

The software acts as a single source for all customer data and enables users to access that data efficiently.

Workflow management

The software helps automate parts of the sales process, such as sending emails, updating contact records, and following approval processes.

Territory management

Users can defines salesperson territories based on customer or market characteristics.

Opportunity management

Integration with email client (e.g., Outlook or Gmail)

Users can perform tasks within their inbox, such as logging emails, creating contacts, and creating events.

Contract management

Users can manage contracts, with features such as digital signatures, automated alerts, invoicing, and automated workflow for contract review and approvals.

Quote & order management

Users can create, process and fulfill price quotations and sales transactions.

Interaction tracking

Users can log and track all customer interactions through any channel, including social, email, phone and in-person.

Channel / partner relationship management

The software allows for sales, territory, lead, order and account management for partners or OEM relationships.

CRM Project Management

This component of CRM software helps users initiate, plan, collaborate on, execute, track, and close projects.

Task management

This includes the ability to plan, track, collaborate and report on tasks.

Billing and invoicing management

This includes automated invoice creation and billing.

Reporting

Software provides a broad range of standard and the ability to build custom reports.

Automated CRM activity logging

Logs information related to contacts, events, and calls.

Sales pipeline management

Sales funnel automation with triggered actions at different stages, pipeline visualization, and performance tracking for revenue forecasting, conversions, duration, etc.

Construction Document Management

This feature helps users to store, manage, and track electronic documents and images. It is essential in construction projects where there are numerous documents such as contracts, blueprints, and permits.

Construction Time Tracking

This feature allows users to record the time spent on different tasks. It is crucial in construction projects to ensure that all tasks are completed within the set timelines.

CRM Reporting & Analytics

Reporting and analytics in CRM software includes sales forecasting, pipeline analysis, and automated dashboards.

Forecasting

The software helps users accurately forecast sales based on volume and conversion metrics.

Pipeline visualization

Users can visualize the entire sales pipeline to identify trends, determine the effectiveness of the sales funnel, and optimize.

Customizable reports

Users can create reports and dashboards unique to their needs.

Integrations with 3rd-party Software

This involves the CRM software’s ability to integrate with other systems, whether external or homegrown.

Marketing automation

The software can integrate with marketing automation software such as Eloqua, Marketo or Pardot.

Compensation management

The software can integrate with compensation management software or sales commission software such as Xactly Incent or IBM’s Varicent.

Customer Service & Support

This component of CRM software automates help desk, call center and field service management.

Case management

This includes incident/ticket creation, routing, escalation, and resolution.

Call center management

This includes features such as call routing, recording and monitoring; call list management; autodialing; and scripting.

Help desk management

This includes trouble ticketing, knowledge base, self-service, and service level agreement (SLA) management.

Platform

Mobile access

Users can access the CRM system via mobile or tablet device, and potentially leverage the unique capabilities of mobile devices, such as GPS and voice.

Reviews

TrustRadius is a technology and business research firm based in Austin, Texas. The company is known as a review platform for verified B2B technology and software reviews through a proprietary algorithm and human verification.

TrustRadius

Home

Deployment Types	Software as a Service (SaaS), Cloud, or Web-Based
Operating Systems	Web-Based

SFI Central

Overview

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Product Details

What is SFI Central?

SFI Central Technical Details

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