Features

Standard Features

These features are available in all the plans.

Employee Records

Store all employee data, forms and documents securely. Easy to search and retrieve no matter where you work from! Supports field level encryption for additional security.

Client & Vendor Records

All paperwork, forms, documents and data of your clients and vendors are securely stored. Supports field level encryption for additional security.

Self-Service Portal

Contacts can login to self-service portal and submit required forms and documents. View status of applications.

Forms

Easily build custom forms and set up workflows. Clients can attached files and documents with the forms. Forms can be sent by email to be filled out, signed or reviewed.

E-Signature

Forms can be electronically signed from your email on a personal computer or mobile device.

File Cabinet

Store important documents in folders and share with teammates and clients. Separate File Cabinets for each staff and contact, in addition to company File Cabinet. Supports file versioning.

Power Search

Supports custom fields to keep track and search by multiple parameters of files and documents in the File Cabinet.

Document Production

Generate & print contracts, letters, certificates, labels etc. with data merged.

Communication

Communicate with clients, vendors and teammates.

Tasks

Assign tasks and to-dos to yourself, teammates and also contacts.

Reminders

Set reminders for yourself, teammates or contacts. Manage the reminders like tasks.

Enterprise Solution Features

Premium features for Enterprise solutions

  •     All standard features, plus...
  •     Biometric attendance tracking
  •     Asset tracking
  •     LMS for staff training & evaluation
  •     Workflow automation
  •     Docusign integration
  •     Two-way SMS & text messaging
  •     Support - Dedicated Account Manager

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