Expertly - With Expertly, work gets done the way you want it

LEAD.bot is a cloud-based software designed to elevate employee engagement and drive performance with data-driven insights. Through its comprehensive features, such as virtual coffee meetups, peer mentorship, buddy programs, DEI discussions, and more, LEAD.bot seamlessly integrates with popular communication platforms like Slack and Microsoft Teams, connecting remote workforces and fostering a sense of belonging. In addition to facilitating meaningful connections, LEAD.bot offers pulse surveys, new hire onboarding, birthday celebrations, and watercooler chats with an AI-powered topics builder. These features not only increase employee engagement but also promote a positive workplace culture and foster team collaboration. Trusted by over 1000 organizations, LEAD.bot has proven to be a reliable solution for enhancing workplace dynamics and creating a thriving environment where employees can thrive and succeed.

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If you’re like us you’ve been dealing with painful CRM task for far too long, so we decided to take matters into our own hands an do something about it. Don’t get me wrong, the CRM is an incredibly powerful tool for management and pipeline analysis. But when it comes to UX for those who actually collect and input the data, there is a lot of room for improvement. Our team set out to develop a tool that puts the salesperson first, streamlines their CRM tasks, and gives back in the form of data-driven coaching and analysis. We’ve called that tool SquareOne. SquareOne joins your customer calls, transcribes the meeting, and feeds key data directly into your CRM. AI transcript analysis not only enables SquareOne to supply you with data-driven insights and coaching tips on the fly, but also reviews what aspects of previous conversations have been successful for you in order to recreate this magic. SquareOne is a simple, but powerful web extension that integrates with your existing CRM and hides away until you open a customer record or start a call. There’s no change in the way you work, except when it comes to less admin Our ‘lite’ Beta version is almost ready for release, with our full feature version currently in development and following in the coming months. We have opened our waitlist for Beta testers and will select a small number of submissions to trial our initial product. For all users that sign up to our Beta waitlist, you will receive early access to our new features as well as discounted plans We’d love any feedback and are super open to connecting with anyone that wishes to chat! Cheers, SquareOne Team

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After 15 years in healthcare business development and leadership, I wanted to build a simple solution for workflow and operations to mitigate inefficiencies in patient administration. EHR platforms are built for clinicians and revenue cycle management leaving a gap in effective solutions for early stage patient administration (i.e. referral management, treatment authorizations, scheduling). High administrative volume, urgency, and inefficient communications create lapse or delays in treatment, poor patient experience, and employee burnout.

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