UnForm
UnForm is a powerful enterprise document management and process automation solution that seamlessly integrates with any application. Our platform-independent, fully browser-based solutions provide the ability to create, deliver, capture, index, route, and store documents from start to finish so that a transaction’s entire life cycle can be accessed with one easy search. Our data extraction and workflow capabilities enable the automation of data entry-intensive processes.
UnForm.Cloud, a hosting service for UnForm Document Management, is a perfect fit for those who are running cloud-based ERP systems or looking for a solution with no hardware to purchase, manage, or maintain. Implementing UnForm has never been easier. Backed by a proven hosting vendor, Oracle, you have the peace of mind knowing your data is safe and secure with well-managed data centers and cross-region backups, ensuring reliable and continues access to your data when you need it.
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Square 9
The Square 9 AI-powered intelligent information processing platform takes the paper out of work and makes it easier to get things done with digital workflows that automate many aspects of how you work today. We make it easy by extracting information from scans or PDFs, storing documents in a searchable archive, and building digital twins of your current processes through graphical workflows.
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Kizeo Forms
Kizeo Forms is a powerful, intuitive mobile data collection application designed to streamline your business processes. Whether you're in construction, real estate, healthcare, or any industry requiring field data collection, Kizeo Forms provides a comprehensive solution to create, customize, and manage digital forms with ease.
Key Features:
Customizable Forms: Design forms to suit your unique business needs using our user-friendly form builder. Add fields for text, photos, GPS coordinates, signatures, and more.
Offline Functionality: Collect data in remote locations without internet access. Sync automatically once you're back online.
Real-time Data Sharing: Instantly share collected data with your team, clients, or back-office systems. Improve collaboration and decision-making.
Advanced Integration: Seamlessly integrate with various third-party tools and platforms like Google Sheets, Microsoft Excel, and cloud storage solutions.
Automated Workflows: Automate data processing and workflows to save time and reduce errors. Generate custom reports and trigger email notifications effortlessly.
Secure and Compliant: Ensure your data is protected with advanced security features and compliance with industry standards.
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Paperless Online
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.
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