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Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Description

DocMastR is much more than just a straightforward document management solution; it functions as a comprehensive enterprise information and knowledge management system. This platform not only organizes documentation but also facilitates connections among project teams through efficient document handling. It allows for seamless access to documents across the entire organization, encompassing clients, vendors, and suppliers, ensuring that everyone involved has the necessary information at their fingertips. The system effectively manages all client and vendor documentation through transmittal management, and it features an Automated Master Document Register (MDR) for streamlined oversight. Additionally, its Look-Ahead reports play a crucial role in proactively notifying document owners of impending deadlines, aiding in the strategic planning of their workloads. Conversely, late reports prompt a reactive approach, highlighting documents that may either have unrealistic forecast dates requiring adjustment or are overdue due to delays from clients, companies, or vendors in creating or reviewing necessary documents. Furthermore, Greenbook Technology enhances the capabilities of project management with features like automated databook generation and customized reporting options, making it a versatile tool for various project needs.

Description

Stay on course with your objectives by utilizing effective reporting tools. Whether you're reporting individually, in groups, or for an entire company, graphical reporting is easily accessible! Eliminate the need for constant calls and emails. i-linked.net ensures you stay updated on the progress of your deals. With the ability to generate custom quotes and proposals in mere seconds, i-linked.net simplifies the proposal process with its i-quoting module. The platform is consistently current, meaning you never have to worry about downloading or maintaining any systems. i-linked.net empowers PEOs, Carriers, MGAs, Wholesalers, Brokers, Agents, and their teams to operate autonomously. Effortlessly gather and disseminate the necessary data in a familiar, user-friendly interface. Save prospect and client documents securely on an individual basis and easily access them whenever needed. You can also share crucial documents, forms, and other important information seamlessly with your team and partners. With i-linked.net, you can ensure that the right information reaches the right people instantly, enhancing collaboration and efficiency like never before. This platform truly transforms the way you manage your business interactions.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

No details available.

Integrations

No details available.

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Pricing Details

$24 per month
Free Trial Yes 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours No 
Live Rep (24/7) Yes 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) Yes 
In Person Yes 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person Yes 

Vendor Details

Company Name

ParrotCode

Founded

2010

Country

Canada

Website

www.parrotcode.com

Vendor Details

Company Name

I-Group

Founded

1998

Country

United States

Website

www.i-linked.net

Product Features

Document Management

Access Controls No 
Archiving & Retention No 
Collaboration Tools Yes 
Compliance Tracking Yes 
Document Archiving Yes 
Document Assembly No 
Document Capture No 
Document Conversion No 
Document Delivery No 
Document Indexing Yes 
Document Retention Yes 
Electronic Signature No 
Email Management No 
File Recovery Yes 
File Type Conversion Yes 
Forms Management No 
Full Text Search No 
Offline Access Yes 
Optical Character Recognition No 
Print Management No 
Version Control Yes 

Product Features

CRM

Calendar/Reminder System Yes 
Call Logging No 
Document Storage Yes 
Email Marketing Yes 
Internal Chat Integration Yes 
Lead Scoring No 
Marketing Automation Integration Yes 
Mobile Access Yes 
Quotes / Proposals Yes 
Segmentation Yes 
Social Media Integration Yes 
Task Management Yes 
Territory Management Yes 

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