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Populate your CRM and ERP with data from your contracts
Automate plan

Populate your CRM and ERP with data from your contracts

Works With
Bind ERP
Invoiced
Xero
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When this happens:

Customer surveys released

Do this:

Receive accurate supportive data

Need to give some feedback to your CRM or ERP? Automate the process by extracting data from contracts and using it to ensure accuracy.

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Automate plan

It’s time to take advantage
of automated workflows

Get started right away or book a call to talk about how automations can help your company.

Workflows and integrations are available for the users on
both Automate and Integrate plans. Learn more about our pricing.