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Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Description

Enhancing the customer experience in Client Communications involves elevating both document accuracy and processing speed. Blue Relay simplifies Client Communications Management by automating workflows and business processes effectively. Additionally, it offers comprehensive visibility through Resource Management, which includes customizable dashboards and reports tailored to specific needs. The platform enhances compliance and adherence to service level agreements (SLA) with robust features that facilitate the exchange of detailed requests, incorporating inline annotations, comments, document comparisons, and checklists. A major provider of customer communications utilized these advanced capabilities to achieve significant reductions in operational costs, effort, and errors. The increasing adoption of Blue Relay among clients demonstrates its value, leading to a more empowered workforce across various sectors. Furthermore, the implementation of custom checklists ensures that essential processing steps are executed consistently and uniformly, enhancing overall team performance and reliability. This systematic approach not only fosters efficiency but also reinforces accountability within the organization.

Description

Docupilot allows you to create documents using intelligent templates and data. You can send the documents created on Docupilot as an email, or to your favorite apps like Zapier or Dropbox. It can be tedious to manually create new documents by changing the client's details, such as name and address. Docupilot allows you to use an existing document and modify the client details to client_name or client_address in order to create a customized document for each client. For client confidentiality, protect your documents with a password. Automated document creation means that you don't have to worry about accidentally entering the wrong client name. Automate tedious document creation. You can save an hour per document and spend that time on business growth. You can simplify your business's most complicated document workflows so you don't have repeat data entry. You can also integrate data from your CRM and HR, Forms, or Online databases automatically.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Agolix by Assessment Generator No 
Axis LMS No 
Integrately No 
KonnectzIT No 
Latenode No 
Make No 
Pipedream No 
Quickwork No 
Stackreaction No 
Workbooks Web Insights No 
Wufoo No 
Zapier No 

Integrations

Agolix by Assessment Generator Yes 
Axis LMS Yes 
Integrately Yes 
KonnectzIT Yes 
Latenode Yes 
Make Yes 
Pipedream Yes 
Quickwork Yes 
Stackreaction Yes 
Workbooks Web Insights Yes 
Wufoo Yes 
Zapier Yes 

Pricing Details

$10.00/month/user
Free Trial No 
Free Version Yes 

Pricing Details

$29 per month
Free Trial No 
Free Version Yes 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) Yes 
In Person No 

Vendor Details

Company Name

Indellient

Founded

2010

Country

Canada

Website

www.bluerelay.com

Vendor Details

Company Name

Flackon

Founded

2018

Country

United States

Website

docupilot.app

Product Features

Business Process Management

Access Controls / Permissions No 
Alerts / Notifications No 
Business Process Automation No 
Business Rules Management Yes 
Collaboration Yes 
Process Change Tracking No 
Process Mapping Yes 
Process Modeling & Design No 
Visual Workflow Management No 

Document Management

Access Controls Yes 
Archiving & Retention Yes 
Collaboration Tools Yes 
Compliance Tracking Yes 
Document Archiving Yes 
Document Assembly Yes 
Document Capture No 
Document Conversion No 
Document Delivery Yes 
Document Indexing No 
Document Retention Yes 
Electronic Signature No 
Email Management Yes 
File Recovery Yes 
File Type Conversion Yes 
Forms Management No 
Full Text Search Yes 
Offline Access Yes 
Optical Character Recognition Yes 
Print Management Yes 
Version Control Yes 

Workflow Management

Access Controls/Permissions Yes 
Approval Process Control Yes 
Business Process Automation Yes 
Calendar Management Yes 
Compliance Tracking Yes 
Configurable Workflow Yes 
Customizable Dashboard Yes 
Document Management Yes 
Forms Management No 
Graphical Workflow Editor No 
Mobile Access Yes 
No-Code No 
Task Management Yes 
Third Party Integrations Yes 
Workflow Configuration Yes 

Product Features

Forms Automation

Approval Process Control No 
Archiving & Retention No 
Collaboration No 
Document Indexing No 
Drag & Drop Yes 
Full Text Search No 
Remote Document Access No 
Rules-Based Workflow Yes 
Text Editing Yes 
Version Control Yes 

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