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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

Description

EntityKeeper simplifies the way you manage entities, org charts, and filing and compliance requirements across your organization. Our platform enables you to easily access real-time information, customize data fields, manage critical deadlines with notifications (like filing/tax dates), and create in-depth org charts. Manage, organize, track, and service all your entities in one secure solution with EntityKeeper.

Description

With a user-friendly drag-and-drop interface, you can effortlessly create reports, schedule them for delivery, and embed them anywhere you like, while also utilizing dynamic filters to connect your data to various external tools and so much more. You have the flexibility to select specific fields for filtering your dashboard data, such as Users, Lead Source, Created Time, or any other fields that suit your needs. We have already taken care of the complex task of preparing your data for report creation, whether it involves Line items or multiple Reference fields. Vt Data Studio boasts a variety of chart options, including Pie charts, Bar charts, Line charts, Gauge charts, and Pivot tables, among others, all powered by the Google Charts platform for optimal performance in data analysis. You can set up scheduled reports to be delivered via email, capture snapshots of your report data for later review, and embed your reports into any other system while enjoying the benefits of dynamic filtering features. Isn't it impressive to showcase your team's productivity on a screen in real-time, providing insights that can drive decision-making? Additionally, the ease of customization ensures that you can tailor your reports to meet the specific needs of your organization.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

No details available.

Integrations

No details available.

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Pricing Details

Contact Automate SMB for pricing details.
Free Trial No 
Free Version 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 

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 No 
Live Rep (24/7) No 
Online Support No 

Types of Training

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

Types of Training

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

Vendor Details

Company Name

EntityKeeper

Founded

2013

Country

United States

Website

www.entitykeeper.com

Vendor Details

Company Name

Automate SMB

Country

India

Website

automatesmb.com/services/vt-data-studio-beta-signup/

Product Features

Company Secretarial

Annual Filings Yes 
Archiving & Retention Yes 
Company Formation Yes 
Company Register No 
Dividend Administration No 
Document Templates No 
Important Dates Reminders Yes 
Multi-Company Yes 
Officer Management Yes 
Shareholder Management Yes 

Entity Management

Access Control Yes 
Compliance Management Yes 
Contract Management No 
Corporate Structure Management Yes 
Document Assembly Yes 
Due Date Tracking Yes 
Electronic Filing No 
Electronic Signature No 
Multi-Jurisdictional Yes 
Ownership Tracking Yes 
Records Tracking Yes 
Registered Agent Services Integration Yes 
Subsidiary Governance No 
Task Management Yes 

Legal Document Management

Access Controls Yes 
Archiving & Retention Yes 
Collaboration Yes 
Contract Management No 
Document Assembly No 
Document Indexing Yes 
Document Tagging Yes 
Full Text Search No 
Version Control Yes 

Risk Management

Alerts/Notifications Yes 
Auditing No 
Business Process Control No 
Compliance Management No 
Corrective Actions (CAPA) No 
Dashboard Yes 
Exceptions Management No 
IT Risk Management No 
Internal Controls Management No 
Legal Risk Management No 
Mobile Access No 
Operational Risk Management No 
Predictive Analytics No 
Reputation Risk Management No 
Response Management No 
Risk Assessment No 

Product Features

CRM

Calendar/Reminder System No 
Call Logging No 
Document Storage No 
Email Marketing No 
Internal Chat Integration No 
Lead Scoring No 
Marketing Automation Integration No 
Mobile Access No 
Quotes / Proposals No 
Segmentation No 
Social Media Integration No 
Task Management No 
Territory Management No 

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