Go paperless. The Form & Document Management CRM for all teams.

Never lose track of paperwork

Converting to a paperless office — the ultimate solution for small & medium-sized businesses.

Manage

All your employees, customers & vendors in one database.

Track

Communication, tasks, forms and all paperwork paperlessly.

eSign

All forms and documents electronically. Includes routing & approval tracking.

Report

Ok, you have data in the forms. How about making sense of the data or search by criteria you need?

Store Documents

And share with teammates and clients. Separate File Cabinets for each staff and contact, in addition to company File Cabinet.

Power Search

Your documents in File Cabinet by custom fields and tags.

It's easier than you think.

We can help you digitize documents and forms, and transfer to an electronic filing system on Paperless Online.

SELF-SERVICE PORTAL

Contacts can login to self-service portal and submit required forms and documents.

CONTACT RECORDS

Store and easily retrieve all data, including forms, documents and files of your teammates, clients and vendors.

Forms

Send and receive forms, documents and files from your clients, vendors or teammates.

E-SIGNATURE

Forms can be electronically signed right from your email.

Enterprise solutions for Power Users

With our Enterprise solution you may monitor attendance, track assets, and also provide online training for employees. Set up workflow automation to automate emails, forms, tasks and reminders. We may also provide custom integrations and reporting.

Choose your plan

30 day free trial

Free

$0

1 user

1GB storage

20 contacts

  • All features in Standard Plan
  • Online user guides and videos
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Standard

$15

per user/month

30GB storage /user/month

unlimited contacts

  • Employee & customer self-service portal
  • Employee records for HR
  • Customer & vendor records CRM
  • Document management
  • Forms with eSignature
  • Workflow automation
  • Live chat support

Enterprise

Call

+1 (877) 536-3266

for pricing

Book a Consultation

  • All features in Standard Plan, plus...
  • Biometric attendance tracking
  • Asset tracking
  • LMS for staff training & evaluation
  • Docusign integration
  • Two-way SMS and text messaging
  • Dedicated account manager