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features
design
support

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Write a Review

Description

The FileNexus® Enterprise Document Management System offers a comprehensive solution for capturing various types of information from diverse sources, ensuring secure archiving while facilitating complete business automation within a single application. This modular platform is economically advantageous at the departmental level and can easily scale to meet the needs of an entire enterprise. Notably, FileNexus® boasts rapid deployment capabilities and is highly competitive in pricing compared to similar powerful products on the market. Its reliability is underscored by its use in essential document management tasks by organizations that collectively employ millions and manage assets worth trillions of dollars globally. Furthermore, its versatility makes it a valuable asset for businesses seeking to optimize their document handling processes efficiently.

Description

Nexus was meticulously crafted to be an affordable solution for home performance contractors. This platform seamlessly integrates project management capabilities with a customer relationship management system. Additionally, Nexus offers the adaptability, security, and scalability necessary for comprehensive program management tailored to large organizations and agencies. Our robust DIY audit, customized for your brand, delivers impactful results that encourage customers to choose your services over those of competitors. Research indicates that when customers receive complimentary services, such as effective outcomes from a free DIY audit, their loyalty to your brand tends to increase. Furthermore, all your online leads are channeled directly into the Nexus CRM and project management system, allowing you to easily access your team's calendar and manage appointment scheduling. This streamlined approach not only enhances efficiency but also fosters stronger relationships with your clientele.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

TrueDialog No 

Integrations

TrueDialog Yes 

Pricing Details

No price information available.
Free Trial Yes 
Free Version No 

Pricing Details

$50 per month
Free Trial No 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows Yes 
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 Yes 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

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

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person Yes 

Vendor Details

Company Name

Loris Technologies

Website

www.loristech.com

Vendor Details

Company Name

OptiMiser

Founded

2008

Country

United States

Website

optimiserenergy.com/programs/nexus/

Product Features

Document Management

Access Controls No 
Archiving & Retention No 
Collaboration Tools Yes 
Compliance Tracking Yes 
Document Archiving Yes 
Document Assembly No 
Document Capture No 
Document Conversion No 
Document Delivery No 
Document Indexing Yes 
Document Retention Yes 
Electronic Signature No 
Email Management No 
File Recovery Yes 
File Type Conversion Yes 
Forms Management No 
Full Text Search No 
Offline Access Yes 
Optical Character Recognition Yes 
Print Management No 
Version Control No 

Product Features

Project Management

Agile Methodologies Yes 
Budget Management Yes 
Client Portal Yes 
Collaboration Tools No 
Cost-to-Completion Tracking Yes 
Customizable Templates No 
Gantt Charts No 
Idea Management No 
Kanban Board No 
Milestone Tracking Yes 
Portfolio Management Yes 
Resource Management Yes 
Time & Expense Tracking Yes 
Traditional Methodologies Yes 

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