Manage leads, deals and tasks. View predicted and historical sales figures.
Manage staff, job descriptions, applicant tracking and performance reviews
Contacts and companies database.
Create and manage legal documents and staff policies.
Create track and manage job vacancies and applicants.
Manage staff compliance with training and policies.
The document management system gives you access to legal documents like NDAs, employment contracts and contractor agreements, as well as a secure document area to upload and store existing contracts, which you can set reminders for when they are due to renew or expire. E-signatures can help get your customers to sign contracts quickly and easily.
Document storage, free contract and policy templates, send for eSignatures.
One place to store and create all the documents your business needs. Create or upload leases, contracts and NDAs.
Upload and manage documents you already have, set reminders on when they expire so you have time to plan your next step.
Choose from our contract templates. Fully compliant and easy to use legal documents for small businesses. Including, NDAs, Employment contracts and Policies
Once you have added a template you can easily create a new document by filling in details of selecting a company or staff member from the system. these details will be filled in on the document in the correct places, saving you time and from copy and paste mistakes.
If you have documents that have been created for you you can create your own template from them. This way you can easily create a new contract without copy and paste errors.
The document area allows you to upload existing contracts and create new contracts then set reminders to when they expire. Giving you time to plan or get a new contract in place.
To find out more and discuss how we can help test and train your staff contact us to book a demo.