Sip2Dial Integrations

EZ Doc Filer allows documents can be scanned into a database. The documents are then stored on your server and integrated with your existing database. This allows documents to be sorted according to the company's specific search criteria. EZ Doc Filer can accept files from multiple locations, including email, fax, and a directory of files from your computer. It can also send files to and from EZ Doc Filer via email, fax, or have them posted to the internet. Electronic Document Management allows you to use your computer and network to manage all official documents. This includes how documents are created, reviewed and published, used, revised, destroyed, and how they are used. Document management systems will not only store your documents, but also allow you to access them from anywhere, including your home or office.

Customers will be happier from the first day. Simple software for customer management. Quick installation: You'll be up-and-running in minutes. Identify risks and opportunities for upselling. Multiple health profiles can be created to align the customer journey, from onboarding to renewal. All your customer data in one place. No more searching for customer data in Salesforce accounts lists or spreadsheets. To simplify customer segmentation, we integrate with your entire tech stack. Catalyst is designed for customer success managers. Our workflow features take out the hassles of customer management like updating Salesforce fields or logging calls & meetings. Catalyst is a workflow tool that can be used by any customer success manager, sales executive, or CEO.