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Description
DocMastR is much more than just a straightforward document management solution; it functions as a comprehensive enterprise information and knowledge management system. This platform not only organizes documentation but also facilitates connections among project teams through efficient document handling. It allows for seamless access to documents across the entire organization, encompassing clients, vendors, and suppliers, ensuring that everyone involved has the necessary information at their fingertips. The system effectively manages all client and vendor documentation through transmittal management, and it features an Automated Master Document Register (MDR) for streamlined oversight. Additionally, its Look-Ahead reports play a crucial role in proactively notifying document owners of impending deadlines, aiding in the strategic planning of their workloads. Conversely, late reports prompt a reactive approach, highlighting documents that may either have unrealistic forecast dates requiring adjustment or are overdue due to delays from clients, companies, or vendors in creating or reviewing necessary documents. Furthermore, Greenbook Technology enhances the capabilities of project management with features like automated databook generation and customized reporting options, making it a versatile tool for various project needs.
Description
Stay on course with your objectives by utilizing effective reporting tools. Whether you're reporting individually, in groups, or for an entire company, graphical reporting is easily accessible! Eliminate the need for constant calls and emails. i-linked.net ensures you stay updated on the progress of your deals. With the ability to generate custom quotes and proposals in mere seconds, i-linked.net simplifies the proposal process with its i-quoting module. The platform is consistently current, meaning you never have to worry about downloading or maintaining any systems. i-linked.net empowers PEOs, Carriers, MGAs, Wholesalers, Brokers, Agents, and their teams to operate autonomously. Effortlessly gather and disseminate the necessary data in a familiar, user-friendly interface. Save prospect and client documents securely on an individual basis and easily access them whenever needed. You can also share crucial documents, forms, and other important information seamlessly with your team and partners. With i-linked.net, you can ensure that the right information reaches the right people instantly, enhancing collaboration and efficiency like never before. This platform truly transforms the way you manage your business interactions.
API Access
Has API
API Access
Has API
Integrations
No details available.
Integrations
No details available.
Pricing Details
No price information available.
Free Trial
Free Version
Pricing Details
$24 per month
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
ParrotCode
Founded
2010
Country
Canada
Website
www.parrotcode.com
Vendor Details
Company Name
I-Group
Founded
1998
Country
United States
Website
www.i-linked.net
Product Features
Document Management
Access Controls
Archiving & Retention
Collaboration Tools
Compliance Tracking
Document Archiving
Document Assembly
Document Capture
Document Conversion
Document Delivery
Document Indexing
Document Retention
Electronic Signature
Email Management
File Recovery
File Type Conversion
Forms Management
Full Text Search
Offline Access
Optical Character Recognition
Print Management
Version Control
Product Features
CRM
Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management
