Average Ratings 0 Ratings
Average Ratings 0 Ratings
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
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
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
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