Paperless Online

Paperless Online

Paperless Online enables small and medium-sized businesses to manage forms and documents digitally, enhancing efficiency and reducing paper usage.

Location: United States
Software Type: Web App

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Description

Paperless Online is a comprehensive Form & Document Management CRM specifically designed for small and medium-sized businesses. This application facilitates the transition to a paperless office by offering a suite of features that streamline document management processes. Key functionalities include:

- Contact Management: Organize and manage all your contacts in one place, ensuring easy access and tracking of communication.
- Electronic Signatures: Utilize advanced electronic signature capabilities that allow for quick and secure signing of documents, eliminating the need for physical copies.
- Document Storage: Store all documents securely and access them anytime, anywhere, which helps in managing paperwork efficiently.
- Self-Service Portal: The self-service portal enables contacts to submit forms directly, reducing the workload on your team.

In addition to these features, Paperless Online provides powerful tools for tracking tasks and paperwork, advanced data reporting, and effective document searching capabilities. This comprehensive solution is designed to improve efficiency and organization in your business while reducing reliance on paper. Users can start with a 30-day free trial, and pricing begins at $49 per staff member per month, with additional costs for extra contacts and storage.

Features

Contact Management

Easily manage and track all communication with your contacts.

Electronic Signatures

Securely sign documents online, reducing the need for physical paperwork.

Document Storage

Store documents safely in the cloud for easy access and management.

Self-Service Portal

Allow contacts to submit forms directly, streamlining the workflow.

Task Tracking

Keep track of tasks and ensure timely completion of paperwork.

Advanced Reporting

Generate detailed reports for better decision-making and insights.

Document Searching

Quickly search and retrieve documents to improve efficiency.

Tags

form managementdocument managementCRMsmall businesspaperless office

Documentation & Support

  • Documentation
  • Support
  • Updates
  • Online Support