Average Ratings 0 Ratings
Average Ratings 0 Ratings
Description
Document management solutions have evolved, particularly through software services designed for the online digital archiving of documents. This approach serves as an excellent option for businesses and labor consulting firms aiming to enhance their document management processes. The web-based document management system offers an intuitive interface that can considerably lower the expenses associated with document handling and archiving while also decreasing the time needed to locate them. Among the functional capabilities of EP Web Document Management, it enables users to effectively archive, categorize, and oversee the vast array of documents and data that organizations and labor consultants frequently exchange. Whether dealing with paper, PDF, Word, or Excel files, which often overlap and complicate management, these documents can be effortlessly stored and organized in a centralized cloud location. This consolidation simplifies both the search and utilization of files, ensuring that users can access the information they need with ease and efficiency. Ultimately, our software not only streamlines document handling but also enhances overall productivity for its users.
Description
Ekspat CRM is a cloud CRM for immigration agencies, independent legalization specialists, law firms and in-house HR teams that handle cases of foreigners in Poland. Each case keeps the client's details, documents, key dates and comments in one place. The client fills in a questionnaire in Polish, Ukrainian, Russian or English and uploads files in the client panel, where the case status is also visible. The specialist checks each document and approves it or returns it with a comment. From the questionnaire answers, Ekspat CRM prepares the case documents: the application, declarations and a power of attorney. It covers 8 procedures: temporary residence, permanent residence, EU long-term residence, change of permit, invitation, registration of residence of an EU citizen, recognition as a Polish citizen and granting of Polish citizenship. Document checklists with examples come ready for each case type, and the team can edit them. Ekspat CRM reminds the team of visa and residence card dates and of interviews. The account owner assigns clients to managers, hands cases over and sees reports by client and by manager. Closed cases go to the archive. The Ekspat team moves data from spreadsheets or another CRM free of charge. The interface is available in English, Polish, Russian and Ukrainian.
API Access
Has API
No
API Access
Has API
No
Integrations
No details available.
Integrations
No details available.
Pricing Details
No price information available.
Free Trial
No
Free Version
No
Pricing Details
200 PLN/month
Start: PLN 0 per month for accounts registered by 31 December 2026 (standard price PLN 100 per month), up to 3 active clients. Basic: PLN 200 per month, up to 50 clients. Extended: PLN 600 per month, up to 250 clients. Premium: PLN 1,000 per month, unlimited clients. Annual billing saves 17%. Prices are net, plus VAT.
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
No
Live Rep (24/7)
No
Online Support
No
Customer Support
Business Hours
No
Live Rep (24/7)
No
Online Support
Yes
Types of Training
Training Docs
No
Webinars
No
Live Training (Online)
No
In Person
No
Types of Training
Training Docs
No
Webinars
No
Live Training (Online)
No
In Person
No
Vendor Details
Company Name
EP Cloud
Country
Italy
Website
www.epcloud.it/
Vendor Details
Company Name
Ekspat
Founded
2024
Country
Warsaw, Poland
Website
ekspat.pl
Product Features
Document Management
Access Controls
No
Archiving & Retention
No
Collaboration Tools
No
Compliance Tracking
No
Document Archiving
No
Document Assembly
No
Document Capture
No
Document Conversion
No
Document Delivery
No
Document Indexing
No
Document Retention
No
Electronic Signature
No
Email Management
No
File Recovery
No
File Type Conversion
No
Forms Management
No
Full Text Search
No
Offline Access
No
Optical Character Recognition
No
Print Management
No
Version Control
No