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ease
features
design
support

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Description

The structural framework for integrating various systems is essential for organizations aiming for digital transformation. By implementing automated, adaptable, and results-driven processes, businesses can enhance scalability and ensure high-quality operations. A robust content management system, paired with efficient processes, enables the generation and upkeep of vast quantities of structured, current, and trustworthy data. Utilizing a 360-degree CRM approach facilitates improved management of customer and partner relationships, leading to increased sales and higher retention rates. Real-time data analytics, presented through visual charts or detailed extractions, simplifies management oversight, uncovers valuable insights, and aids in informed decision-making. It is crucial to align all departments, including procurement, marketing, IT, logistics, and legal, with integrated processes that support a cohesive strategy. Streamlining administrative operations, from purchasing to reimbursements, can significantly enhance team performance and productivity. Additionally, automating human resources functions allows for comprehensive management of employee processes, covering everything from onboarding to termination, thereby fostering a more efficient organizational environment. Ultimately, prioritizing these integrated systems can pave the way for sustained growth and operational excellence.

Description

What is Virtual Cabinet? Virtual Cabinet is a leading global provider of digital document management solutions, task management, client communication and electronic signature software. We help businesses of all sizes be more profitable by having one central secure way to store, retrieve and complete work efficiently. We provide user-friendly document management software you will love. Virtual Cabinet serves over 70,000 users and is setting the standard for seamless integration between document management and all major CRM, back-office, and PM software. Where can Virtual Cabinet be deployed? Whether you are looking for desktop, private cloud, or a full cloud solution we have all the options available. At Virtual Cabinet, we have a simple suite of software solutions that work for you and any of your chosen IT environments. Who Uses Virtual Cabinet? Professionals across multiple industries including Accounting, Insolvency, Banking, Financial Planning, Healthcare, Legal, Manufacturing, Property, Engineering, Construction, and more use Virtual Cabinet to save time and money on time-consuming administration and filing tasks.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

CCH Company Secretarial
CCH iFirm
DocsCorp
EbixEnterprise
FLG
FuseDocs
GoldMine CRM
IRIS Accountancy Suite
IRIS Practice Engine
Iress
LEAP
LawMaster
Microsoft Outlook
Microsoft Word
Reckon One
Salesforce
TaxCalc
Turnkey Group
Xero
Zoho CRM

Integrations

CCH Company Secretarial
CCH iFirm
DocsCorp
EbixEnterprise
FLG
FuseDocs
GoldMine CRM
IRIS Accountancy Suite
IRIS Practice Engine
Iress
LEAP
LawMaster
Microsoft Outlook
Microsoft Word
Reckon One
Salesforce
TaxCalc
Turnkey Group
Xero
Zoho CRM

Pricing Details

$19 per month
Free Trial
Free Version

Pricing Details

No price information available.
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

SYDLE

Country

Brazil

Website

www.sydle.com

Vendor Details

Company Name

Virtual Cabinet

Founded

1995

Country

United Kingdom

Website

www.virtualcabinet.com

Product Features

Business Process Management

Access Controls / Permissions
Alerts / Notifications
Business Process Automation
Business Rules Management
Collaboration
Process Change Tracking
Process Mapping
Process Modeling & Design
Visual Workflow Management

Content Collaboration

Client Portal
Cloud Storage
Digital Asset Management
Document Creation / Editing
Document Management
Electronic Signature
Feedback Management
File Sharing
Messaging / Discussion
Real-Time / Interactive Editing
Roles / Permissions
Search
Version Control
Video / Image Editing
Workflow / Approval Process

Content Management

Audio Content
Customizable Templates
Document Indexing
E-forms
Full Text Search
Image Editor
SEO Management
Text Editor
Version Control
Video Content
Website Management

CRM

Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management

Data Analysis

Data Discovery
Data Visualization
High Volume Processing
Predictive Analytics
Regression Analysis
Sentiment Analysis
Statistical Modeling
Text Analytics

Data Management

Customer Data
Data Analysis
Data Capture
Data Integration
Data Migration
Data Quality Control
Data Security
Information Governance
Master Data Management
Match & Merge

Document Control

Archiving & Retention
Automated Routing
Change Management
Compliance Management
Electronic Signature
Escalation Management
Periodic Review
Version Control

Document Generation

Batch Processing
Collaboration
Digital Signature
Interaction Tracking
Multiple Output Formats
Templates

Document Management

Access Controls
Archiving & Retention
Collaboration Tools
Compliance Tracking
Document Archiving
Document Assembly
Document Capture
Document Conversion
Document Delivery
Document Indexing
Document Retention
Electronic Signature
Email Management
File Recovery
File Type Conversion
Forms Management
Full Text Search
Offline Access
Optical Character Recognition
Print Management
Version Control

Document Version Control

Access Controls/Permissions
Approval Process Control
Archiving & Retention
Audit Trail
Commenting / Notes
Document Check-in / Check-out
For Engineering Documents
Revision History
Version Comparison
Version Rollback

Enterprise Content Management (ECM)

Archiving & Retention
Collaboration Tools
Content Lifecycle Management
Digital Asset Management
Document Management
Electronic Signature
Information Governance
Mobile Access
Search
Version Control
Workflow Management

Financial CRM

Account Alerts
Asset Management
Expense Tracking
Household Tracking
Influence Tracking
Lead Management
Marketing Management
Relationship Tracking
Team Assignments
Territory Management

Forms Automation

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

Lead Management

Activity Tracking
Campaign Management
Lead Capture
Lead Distribution
Lead Nurturing
Lead Scoring
Lead Segmentation
Pipeline Management
Prospecting Tools
Source Tracking

Workflow Management

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

Product Features

Digital Signature

Audit Trail
Authentication
Auto Reminders
Customizable Templates
Document Analytics
Mobile Signature
Multi-Party Signing
Progress Tracking
Task Progress Tracking

Document Management

Access Controls
Archiving & Retention
Collaboration Tools
Compliance Tracking
Document Archiving
Document Assembly
Document Capture
Document Conversion
Document Delivery
Document Indexing
Document Retention
Electronic Signature
Email Management
File Recovery
File Type Conversion
Forms Management
Full Text Search
Offline Access
Optical Character Recognition
Print Management
Version Control

Document Version Control

Access Controls/Permissions
Approval Process Control
Archiving & Retention
Audit Trail
Commenting / Notes
Document Check-in / Check-out
For Engineering Documents
Revision History
Version Comparison
Version Rollback

Enterprise Content Management (ECM)

Archiving & Retention
Collaboration Tools
Content Lifecycle Management
Digital Asset Management
Document Management
Electronic Signature
Information Governance
Mobile Access
Search
Version Control
Workflow Management

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