Manage all your work on one platform and improve your company productivity, document security & workflow efficiency.
Use Spaces and Dashboards to store and manage your documents, cases, record entries and activities
Full-text Search provides instant search results based on the content of files, metatags, projects, contacts and record types
Engage and equip your team with Custom Document Templates to gain clarity and increase your company efficiency
Secure Access (HTTPS, SSL), Automatic Backups and Data Recovery all ensure your data is protected against data loss and unauthorized modifications and distribution
Define Access Rights and user permissions individually and per user groups for easier control of record history and entry
Comply with privacy standards like GDPR/CCPA/ISO/IEC 27001
Facilitate important deals and processes through virtual Board Rooms and Data Rooms in a controlled manner and confident environment
Modernize and digitalize the entire process of submitting forms, applications, and documents by leveraging Application Portal capabilities
Provide a convenient and secure way to sign contracts and prevent unnecessary delays when posting documents to other parties.
Designed for everyday use and non-tech savvy people
You can create, assign and resolve tasks; share files, folders and spaces; post comments, notes and approvals. All in one place, wherever you are
Activity Stream and Notifications enable work to be more transparent and document updates, versioning and progress easily tracable
Available Integrations with many outside tools a business might use, like Outlook or Google Docs