Streamline your agency operations with our comprehensive solution
When direct access to the application isn't possible, our system provides seamless Excel file integration. Clients can submit data via standardized Excel templates that automatically sync with your system when uploaded, ensuring continuous workflow even without internet access or application login.
Automatically extract data from client emails and attachments, reducing manual data entry.
Create custom workflows to automate repetitive tasks and standardize processes.
Real-time analytics and customizable reports to track agency performance.
Secure portal for clients to submit documents, check status, and communicate.
Centralized storage for all client documents with version control and secure access.
Customizable alerts for deadlines, submissions, and important milestones.