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Description
Clear Biz simplifies the onboarding process by enabling the importation of your clients' governmental, business, and personal data from a variety of software applications into its platform. The integration with essential software tools is crucial for maintaining an efficient office management system, allowing for one-time data entry that seamlessly propagates to other applications. Additionally, Clear Biz facilitates the transfer of your invoicing and accounts receivable details to QuickBooks, eliminating the need for duplicate entries. By serving as a bridge software solution, Clear Biz enhances productivity by enabling the import and synchronization of client information across multiple platforms. It also offers synchronization capabilities with Microsoft Outlook, allowing for the bi-directional transfer of client data, tasks, and appointments. This integration enables users to easily access their information on mobile devices such as Blackberries, Android phones, and iPhones, ensuring that they stay connected and organized wherever they go. With these comprehensive features, Clear Biz positions itself as an invaluable tool for modern office management.
Description
Instantli Cloud allows you to effortlessly search for content stored in your cloud, while also keeping your documents and emails right where they are in their original cloud services, including those shared with collaborators. This feature significantly enhances teamwork by providing swift access to needed materials. With a user-friendly web interface, Instantli is accessible anytime and anywhere, even on mobile devices like smartphones and tablets. Recognizing that each organization and employee organizes their files differently, we provide tailored interfaces compatible with your company's IT infrastructure. If you're navigating through a browser, Outlook, Word, or any other application and need specific information, Instantli connects you directly to the app, helping you quickly locate pertinent content already saved on your PC or Mac. You can view a concise list of relevant materials and instantly preview and open them in the corresponding program, streamlining your workflow even further. This efficiency not only saves time but also ensures that you have the most relevant information at your fingertips, enhancing productivity across the board.
API Access
Has API
API Access
Has API
Integrations
Dropbox
Google Chrome
Google Drive
Microsoft Excel
Microsoft OneDrive
Microsoft Outlook
Microsoft PowerPoint
Microsoft Word
Mozilla Firefox
Nextcloud
Integrations
Dropbox
Google Chrome
Google Drive
Microsoft Excel
Microsoft OneDrive
Microsoft Outlook
Microsoft PowerPoint
Microsoft Word
Mozilla Firefox
Nextcloud
Pricing Details
$12 per month
Free Trial
Free Version
Pricing Details
No price information available.
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
Clear Biz
Founded
1999
Country
Canada
Website
www.clear-biz.com
Vendor Details
Company Name
QSER Technologie
Country
Germany
Website
instantli.com
Product Features
Task Management
Collaboration
Create Subtasks
Gamification
Gantt Charts
Mobile Access
Percent-Complete Tracking
Progress Tracking
Recurring Tasks
Reporting/Analytics
Spreadsheet View
Task Board View
Task Planning
Task Scheduling
Task Tracking
Time Tracking
To-Do List View
Time Tracking
Automatic Time Capture
Billable & Non-Billable Hours
Billing & Invoicing
Employee Database
Expense Tracking
Mobile Time Tracking
Multiple Billing Rates
Offline Time Tracking
Online Time Tracking
Overtime Calculation
Time per Project Reporting
Timesheet Management
Vacation / Leave Tracking
Product Features
Data Discovery
Contextual Search
Data Classification
Data Matching
False Positives Reduction
Self Service Data Preparation
Sensitive Data Identification
Visual Analytics