Relay
Relay automates more of your work than any other tool by combining AI assistance, human-in-the-loop collaboration, and a multiplayer experience. Embed AI in any workflow, no prompts needed. Generate content for templated messages, extract information from incoming emails, summarize user feedback, classify customer support tickets, and more. Some workflows shouldn’t be 100% automated–you need a human in the loop. Relay makes it easy to involve your team when you need it. Approve critical automation before it runs, review the work of AI, and add a personal touch to outgoing communications.
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Karbon
Built with collaboration at its core, Karbon is a practice management platform for accounting firms ready to embrace a more connected future. Seamless communication and workflows let teams know who's doing what, when, why, and how. Karbon is cloud-native, frequently updated, highly configurable and a delight to use. Firms running on Karbon are better equipped to drive the success of their business and the prosperity of their clients.
Visibility & Control
Enjoy peace of mind knowing where every job stands, who’s working on what, and what’s being said to clients. No blind spots, and nothing falls through the cracks.
Automation & Efficiency
Get more out of every team member by automating tasks, standardizing common processes, scheduling data collection and scaling onboarding.
Collaboration & Connectivity
Unite the firm with one place to collaborate on email, clients, jobs and tasks. Get more work done together, whether people are remote or in the office.
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Conga Orchestrate
Complexity doesn’t have to follow growth. With Conga Orchestrate, you can easily configure, automate, and manage a large number of workflow steps and processes, no matter how complex. Plus, you save time and eliminate costly errors caused by manual work. Salesforce process management is easy when you can create repeatable processes in Salesforce with no code. With Conga Orchestrate, even the most complex workflows with multiple steps are easy to build and automate. Manual processes are time-consuming, inconsistent, and error-prone. With automated processes from Conga Orchestrate, you can track even the most complex processes and gain deep insights that inform where improvement is needed. Conga’s products are purpose-built to work together seamlessly, so you can automate and streamline commercial operations end-to-end. Sometimes, you just need to see solutions in action. We have a demo for those occasions and we’d like to show it to you.
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BlueRelay
Enhance customer experience in Client Communications by improving document accuracy and processing time. Blue Relay makes Client Communications Management easy by Automating Workflows and Business Processes. Blue Relay also provides total visibility with Resource Management featuring customizable dashboards and reports. Compliance and SLA Adherence are improved by powerful features supporting the exchange of detailed requests that include inline annotations, comments, document compare, and checklists. A Large Customer Communications Service Provider used these capabilities and more to significantly reduce operational cost, effort, and errors. Proof of the value of Blue Relay to our clients has been demonstrated by their growing adoption of the product, empowering increased portions of their workforce. Custom checklists make sure critical processing steps are followed consistently and uniformly across the team.
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