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Our features
We create solution for companies made by users
DocFile
File & Share
Share files across your organization with peace of mind. Store and manage any file type in Dynamic Flows, with built in viewer for a large set of file types.
Share files across your organization with peace of mind. Store and manage any file type in Dynamic Flows, with built in viewer for a large set of file types. Define your own folder structure ando optimize your business process – in a fashion you want.
Ensure that everyone works on the latest version, and eliminate the risk of losing information. Change tracking is enabled through the preservation of the edit history, allowing you to see who made changes, when they were made and eventually rollback.
Allow documents to be exposed both internally and externally, depending on your needs. Securely publish your document to your customers.
Set up tags or metadata customized specifically for your organization, empowering you and your team to search for and locate documents quickly and easily. Lightning fast search through the entire contents of documents or emails, including attachments.
With the built in encrypted store, secure files with user restrictions, along with Active Directory integration. All files are encrypted and anonymized on the server to ensure that accessibility is restricted to authorized users only. You can set custom access rules based on groups or individuals, or restrict by customer or projects.
DocFlow
Multiple Workflows and multiple forms to fit all situations. Custom workflow designer allows admins to create an unlimited number of workflows.
Define your own method for document and outgoing emails approval. Configure your approval workflows based on the user grades or the customer risk. Select workflow and choose assignees for routine requests and staff assignments
Documents requiring review can be assigned to different users. Track the status of each document as it cycles through your team. Automatically takes an action if the document is not handled in a defined timing. You have more control on efficiency and completion time for all the organization’s processes.
Multiple Workflows and multiple forms to fit all situations. Custom workflow designer allows admins to create an unlimited number of workflows
CRM
Cliente & contact management
We gives you the tools to manage all your customer interactions in one place, easily and efficiently. With Outlook integration that brings your customer info.
Share files across your organization with peace of mind. Store and manage any file type in Dynamic Flows, with built in viewer for a large set of file types. Define your own folder structure ando optimize your business process – in a fashion you want.
Ensure that everyone works on the latest version, and eliminate the risk of losing information. Change tracking is enabled through the preservation of the edit history, allowing you to see who made changes, when they were made and eventually rollback.
Allow documents to be exposed both internally and externally, depending on your needs. Securely publish your document to your customers.
Set up tags or metadata customized specifically for your organization, empowering you and your team to search for and locate documents quickly and easily. Lightning fast search through the entire contents of documents or emails, including attachments.
With the built in encrypted store, secure files with user restrictions, along with Active Directory integration. All files are encrypted and anonymized on the server to ensure that accessibility is restricted to authorized users only. You can set custom access rules based on groups or individuals, or restrict by customer or projects.
TASK
Automatically assign and prioritize your tasks and get more done with a to-do list. Easily assign tasks to your employees to fit the organization’s processes.
- Crea tus tareas de forma rápida, en un solo clic al recibir un email o desde tu agenda a partir de una cita con el cliente.
- Prioriza y consigue avanzar eficientemente con tareas ordenadas en tu cuadro de mando.
- Assign tasks to your team in a simple way.
- Effectively track keeping visibility of pending tasks directly from your dashboard.
- It favors teamwork with a shared vision of pending tasks.
- Prioritize by dates, objectives, customer, workload, etc.
Timesheet
Effortlessly track time for projects and fill your timesheets when you handle a task, send an email, edit a document, or call a customer. Convert your meeting into timesheets.
- Quantify your work hours by projects and fill your parts effortlessly.
- Do it when you are doing a management, sending an email, working on a document, calling a client or even with your meetings.
- This will allow you to have a detailed record that will allow you to bill more accurately.
- Make your monthly billing in seconds and fill in your parts of hours automatically.
- Create and send invoices in one click using our exceptional template system.
E-sign
Clic to Sign a document or make an Advanced and Qualified eSignatures.
Define your own method for document and outgoing emails approval. Configure your approval workflows based on the user grades or the customer risk. Select workflow and choose assignees for routine requests and staff assignments
Documents requiring review can be assigned to different users. Track the status of each document as it cycles through your team. Automatically takes an action if the document is not handled in a defined timing. You have more control on efficiency and completion time for all the organization’s processes.
Multiple Workflows and multiple forms to fit all situations. Custom workflow designer allows admins to create an unlimited number of workflows
Reporting
Any data, any way. Dynamic Flows offer standard reporting or advanced reports based under Power BI. Collaborate on and share customized dashboards, on-premises and in the cloud.
Define your own method for document and outgoing emails approval. Configure your approval workflows based on the user grades or the customer risk. Select workflow and choose assignees for routine requests and staff assignments
Documents requiring review can be assigned to different users. Track the status of each document as it cycles through your team. Automatically takes an action if the document is not handled in a defined timing. You have more control on efficiency and completion time for all the organization’s processes.
Multiple Workflows and multiple forms to fit all situations. Custom workflow designer allows admins to create an unlimited number of workflows
Reporting
Any data, any way. Dynamic Flows offer standard reporting or advanced reports based under Power BI. Collaborate on and share customized dashboards, on-premises and in the cloud.
View some of our work and case studies for clients. We will work to deliver that strategy by building out your existing campaigns, or establishing accounts at new networks. It’s important to us that you.
John Abres
View some of our work and case studies for clients. We will work to deliver that strategy by building out your existing campaigns, or establishing accounts at new networks. It’s important to us that you.
Mark Jhon
