FREE Customer Relationship Management (CRM) Trial

Subscriber Login

Email

PasswordForgot
Remember Me
 
 
Customer Relationship Management - CRM Customer Relationship Management - CRM
 
CRM/SFA Management Tools  Teamwork Management Tool? Features
Overview | Features
 
Document
Sharing
  1. Share documents internally with employees, management teams, specific departments, etc.
  2. Why email the same set of files numerous times? Invite outside organizations to view, download and/or upload a specific set of files within your TMT.
Document
Storage and Security
  1. Store your documents online and retrieve them anywhere, anytime using only an internet connection.
  2. All files are backed up daily, backups are triple redundant and stored offsite. Reliability of critical data is further enhanced by mirrored RAID hardware.
  3. File transfers are encrypted end-to-end.
  4. Only those you authorize are able to access your documents.
Document
Version Management
  1. A complete audit trail for each activity per document is recorded.
  2. Restrict user capabilities such on deleting, uploading and downloading documents.
  3. Rolling back to previous revisions is being implemented, and will be released soon.
Task Management
  1. Create and assign tasks to Team Members with details and deadlines.
  2. Email notifications are sent and the tasks appear on the users home page.
  3. Recipients can check off completed tasks and enter a completion date.
  4. Full task management interface to view/edit completed and un-completed tasks.
Bulletins
  1. Keep your company or project team informed and up-to-date.
  2. Not only will the bulletin be available on the home page, but an email will be automatically generated and sent to the appropriate people.
  3. Format the bulletins with an HTML editor.
  4. Set start and expiry dates to ensure timely messages.
 
 
  Technical Toolboxes Canada, Ltd.© 2012 | Privacy