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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

Description

Embrace a paperless approach with our Form & Document Management CRM designed for every team. Transitioning to a paperless environment is the ideal solution for small and medium enterprises. This system consolidates all your employees, customers, and vendors into a single database, facilitating seamless communication, task management, and paperwork handling without the need for physical documents. With all your forms and documents stored electronically, the platform offers features like routing and approval tracking. Once you have your data organized in forms, you can analyze it or search for specific criteria effortlessly. Additionally, you can collaborate with teammates and clients easily. Each staff member and contact has a dedicated File Cabinet, accompanied by a central company File Cabinet. Your documents are organized in the File Cabinet using custom fields and tags. We specialize in assisting you with digitizing documents and forms, making the transition to an electronic filing system on Paperless Online smooth and efficient. Furthermore, contacts can access a self-service portal to submit necessary forms and documents, ensuring that all data—including forms, documents, and files related to teammates, clients, and vendors—can be stored and retrieved with ease. This transformation not only enhances efficiency but also significantly reduces clutter and improves overall productivity.

Description

Share your contact information even when you're not online, as your digital business card is available around the clock, ensuring you never run out of cards. You can distribute as many cards as you like, include as much information as necessary, and update your contact details whenever you wish. Going paperless does not confine you to a single application; you can incorporate your personal ScreenTag link into your email signature, social media profiles, or promotional materials. Those who receive your information won’t need an app to save you to their contacts, as everything operates seamlessly within their web browser and standard contacts application. Transitioning to a paperless approach doesn’t mean compromising your brand’s image; we, as professional designers, understand that a business card serves as a crucial tool for representing your visual brand identity, and a digital version is no exception. With ScreenTag, you can easily gather your recipients’ contact information and have it automatically stored in your CRM or email marketing software, streamlining your networking efforts and enhancing your communication strategy. This modern approach to business connectivity allows for greater flexibility and accessibility in managing your professional relationships.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

AWeber No 
ActiveCampaign No 
Campaign Monitor No 
Docusign Yes 
HubSpot CRM No 
HubSpot Customer Platform No 
Mailchimp No 
Microsoft 365 No 
Salesforce No 
Zoho CRM No 
iContact No 

Integrations

AWeber Yes 
ActiveCampaign Yes 
Campaign Monitor Yes 
Docusign No 
HubSpot CRM Yes 
HubSpot Customer Platform Yes 
Mailchimp Yes 
Microsoft 365 Yes 
Salesforce Yes 
Zoho CRM Yes 
iContact Yes 

Pricing Details

$15 per user per month
Free Trial Yes 
Free Version Yes 

Pricing Details

$9.95 per year
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 Yes 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

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

Types of Training

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

Vendor Details

Company Name

Paperless Online

Founded

2003

Country

United States

Website

paperlessonline.com

Vendor Details

Company Name

BCN Integrated

Founded

2012

Country

United Kingdom

Website

www.screentag.mobi

Product Features

Document Management

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

Forms Automation

Approval Process Control Yes 
Archiving & Retention Yes 
Collaboration Yes 
Document Indexing Yes 
Drag & Drop Yes 
Full Text Search Yes 
Remote Document Access Yes 
Rules-Based Workflow Yes 
Text Editing Yes 
Version Control Yes 

Workflow Management

Access Controls/Permissions Yes 
Approval Process Control No 
Business Process Automation Yes 
Calendar Management Yes 
Compliance Tracking Yes 
Configurable Workflow No 
Customizable Dashboard No 
Document Management Yes 
Forms Management Yes 
Graphical Workflow Editor No 
Mobile Access Yes 
No-Code No 
Task Management Yes 
Third Party Integrations Yes 
Workflow Configuration Yes 

Product Features

Business Card

Contact Management No 
Data Extraction No 
Design Templates No 
Image Editor No 
Print Management No 
Step-by-Step Wizard Yes 

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INTSIG Information