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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

Description

Chaseless by BulkBrains is a lightweight document collection and client follow-up platform built for teams that repeatedly request paperwork, details, or responses from clients. The platform gives staff one place to track each client, the items requested, due dates, statuses, ownership, and reminder activity. Instead of relying on email threads, spreadsheets, and memory, Chaseless keeps outstanding requests organized and visible. Teams can create a client, list the documents or information needed, assign deadlines, and choose how often reminder emails should be sent. Automated reminders reduce the need to manually write the same follow-up messages over and over. Staff can move items from requested to submitted to approved so everyone understands what still needs attention. Chaseless also provides quick visibility into overdue items, missing responses, and upcoming deadlines. The workflow is designed for non-technical users and small teams that need structure without a bloated enterprise system. Chaseless helps teams spend less time chasing documents and more time progressing client work.

Description

Establishing a method for transitioning between stages in a workflow can be approached in several ways: whether it requires unanimous approval from all members, a majority vote, or permits any individual to authorize the progression. In addition, SES’s software offers various options for automating this workflow. Requests can be directed automatically according to the fields chosen by users and staff. With Quick Assign Rules, the software can streamline the workflow by automatically selecting the appropriate workflow and assigning tasks for standard requests and staff roles. Furthermore, automatic email notifications can be configured to specify who gets informed about an issue and at which stages; for instance, the department head might only need notifications when a new issue arises and at the final approval stage, while the Project Manager could require updates at every phase. These customizable rules can be set up effortlessly with just a few clicks. After receiving an email notification, recipients can, depending on their permission level, access the relevant record directly through a link provided in the email, allowing them to take action immediately. This seamless integration enhances collaboration and ensures that everyone stays updated throughout the process.

API Access

Has API

API Access

Has API

Screenshots View All

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Screenshots View All

Integrations

No details available.

Integrations

No details available.

Pricing Details

€19.99/month
Free Trial
Free Version

Pricing Details

$700.00/one-time
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

BulkBrains

Founded

2022

Country

Ireland

Website

bulkbrains.com

Vendor Details

Company Name

SLAM Energy Software

Founded

2012

Country

United States

Website

www.slam-energy-software.com

Product Features

Appointment Reminder

Appointment Scheduling
Calendar Management
Call Reminders
Email Reminders
Online Booking
Payment Reminders
Recurring Appointments
Rescheduling
SMS Messaging
Two-Way Messaging

Product Features

Workflow Management

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

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