Average Ratings 1 Rating

Total
ease
features
design
support

Average Ratings 0 Ratings

Total
ease
features
design
support

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

Write a Review

Description

Dovetail Software offers an HR Service Delivery Experience that includes HR Case Management and Employee Portal. It also provides reporting & analytics that enables HR to achieve excellence and meet the needs of modern HR teams. These requirements include improving the employee experience and improving the HR Experience of delivering human resources services. Dovetail Software was founded in 1996 as a CRM company (Customer Relationship Manager) based in Austin, Texas. It started out focusing on the customer service and support market and implementing products for large-scale enterprise organizations. We changed our focus in 2008 and created products for global workforces, specifically HR Service Delivery. Our current product line includes Employee Portal, HR Case Management, HR Knowledge Management, Reporting & Analytics, and HR Knowledge Management.

Description

Introducing a state-of-the-art client portal designed for forward-thinking businesses. Clients can easily log in through your website to share files, sign documents, make payments, communicate, and much more. This all-in-one application encompasses everything necessary for managing a virtual business, including billing, file sharing, electronic signatures, messaging, client intake forms, and a comprehensive knowledge base. The portal provides you with the flexibility to customize what your clients can view. You have the option to host the portal on your own domain, ensuring that every detail aligns with your brand identity. Whether you choose to integrate it with an existing marketing website or utilize our website builder to craft a page tailored for professional services, the possibilities are endless. Enhance your client portal by incorporating the secure file-sharing and eSignature features, effectively replacing services like Google Drive, Dropbox, ShareFile, and DocuSign. Additionally, implement the billing module to offer clients a branded payment experience, substituting platforms like Bill.com and FreshBooks. Streamlining your client intake process is effortless with the addition of the intake forms module, which can replace tools such as Formstack and Microsoft Forms, making your operations more efficient and cohesive. With this portal, you can revolutionize how you interact with clients, ensuring a seamless and professional experience every step of the way.

API Access

Has API Yes 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Basecamp Yes 
Clickatell Yes 
Microsoft Outlook Yes 
Oracle Artificial Intelligence Yes 
SAP Access Control Yes 
Twilio Yes 
Willis Towers Watson HR Portal Software Yes 
Workday Extend Yes 
X (Twitter) Yes 
XpertHR Yes 

Integrations

Basecamp No 
Clickatell No 
Microsoft Outlook No 
Oracle Artificial Intelligence No 
SAP Access Control No 
Twilio No 
Willis Towers Watson HR Portal Software No 
Workday Extend No 
X (Twitter) No 
XpertHR No 

Pricing Details

PEPY
Free Trial No 
Free Version No 

Pricing Details

$69 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 Yes 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

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

Types of Training

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

Types of Training

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

Vendor Details

Company Name

Dovetail Software

Founded

1995

Country

United States

Website

www.dovetailsoftware.com

Vendor Details

Company Name

Portal

Country

United States

Website

www.joinportal.com

Product Features

Employee Engagement

Benchmarking No 
Cultural Alignment No 
Employee Awards No 
Employee Guides No 
Employee Recognition No 
Feedback Management No 
Goal Management No 
Health & Wellness Programs No 
Performance Management No 
Pulse Surveys No 

Human Resources

360 Degree Feedback Yes 
Applicant Tracking No 
Attendance Management No 
Benefits Management No 
Career Development Planning No 
Compensation Management No 
Compliance Management No 
Employee Database No 
Employee Lifecycle Management No 
Onboarding No 
Payroll Management No 
Performance Management Yes 
Recruiting Management No 
Self Service Portal Yes 
Succession Planning No 
Time & Attendance Management No 
Time Off Management No 
Timesheets No 
Training Management No 

Knowledge Management

Artificial Intelligence (AI) No 
Cataloging / Categorization Yes 
Collaboration No 
Content Management Yes 
Decision Tree Yes 
Discussion Boards No 
Full Text Search Yes 
Knowledge Base Management Yes 
Self Service Portal Yes 

Portal

Chat Yes 
Collaboration Yes 
Content Management Yes 
Document Management No 
File Sharing Yes 
Search Yes 

Product Features

Billing and Invoicing

Billing Portal No 
Contact Database No 
Contingency Billing No 
Customer Portal No 
Customizable Invoices No 
Dunning Management No 
Hourly Billing No 
Invoice History No 
Mobile Payments No 
Multi-Currency No 
Online Invoicing No 
Online Payments No 
Payment Processing No 
Project Billing No 
Recurring/Subscription Billing No 
Service Ticket Billing No 
Tax Calculator No 

Digital Signature

Audit Trail No 
Authentication No 
Auto Reminders No 
Customizable Templates No 
Document Analytics No 
Mobile Signature No 
Multi-Party Signing No 
Progress Tracking No 
Task Progress Tracking No 

File Sharing

Audit Trail No 
Chat / Messaging No 
Collaboration No 
Document Management No 
Drag & Drop No 
Electronic Signature No 
Encryption No 
File Synchronization No 
Search No 
User Management No 
Version Control No 
Workflow Management No 

Forms Automation

Approval Process Control No 
Archiving & Retention No 
Collaboration No 
Document Indexing No 
Drag & Drop No 
Full Text Search No 
Remote Document Access No 
Rules-Based Workflow No 
Text Editing No 
Version Control No 

Knowledge Management

Artificial Intelligence (AI) No 
Cataloging / Categorization No 
Collaboration No 
Content Management No 
Decision Tree No 
Discussion Boards No 
Full Text Search No 
Knowledge Base Management No 
Self Service Portal No 

Live Chat

Canned Responses No 
Customizable Branding No 
Geo Targeting No 
Offline Form No 
Proactive Chat No 
Screen Sharing No 
Third Party Integration No 
Transfers / Routing No 
Website Visitor Tracking No 

Portal

Chat No 
Collaboration No 
Content Management No 
Document Management No 
File Sharing No 
Search No 

Alternatives

Alternatives

Axero Reviews

Axero

Axero Solutions