Paperless Online Reviews

Paperless Online Description

Go paperless. All teams can use the Form & Document Management CRM. Converting to a paperless workplace -- the ultimate solution in small and medium-sized businesses. All your customers, employees, and vendors in one database. All paperwork, tasks, communications, and forms can be done electronically. All forms and documents can be submitted electronically. Tracking approvals and routing. Okay, now you have data in the forms. What about making sense of it? Or searching by the criteria you need? Share with clients and colleagues. You can create separate File Cabinets for each contact and staff member, as well as the company File Cabinet. You can organize your files in File Cabinet using custom fields and tags. We can digitize forms and documents, and transfer them to Paperless Online. Contacts can log in to the self-service portal to submit forms and documents. All data, including documents and files, can be stored and easily retrieved by your clients, vendors, and teammates.