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Description
Gathering electronic files from clients can be quite challenging due to varying software preferences and the chaotic nature of email, which often lacks security. Implementing a customized upload page with simple drag-and-drop capabilities can streamline the process of collecting and organizing files. This allows you to focus more on critical tasks while alleviating concerns about logistics and security. You can effortlessly gather digital documents, images, and videos from clients, regardless of their software, ensuring all submissions are safely stored in your cloud under the respective client's name. This eliminates the frustration of misplaced files and the hassle of lengthy searches. File Request Pro seamlessly integrates with platforms like OneDrive, SharePoint, Google Drive, and Google Docs, making it easy to set up in just five minutes. You can efficiently organize essential documents such as personal information, bank statements, and other financial records directly in your cloud storage. Enhancing the customer experience allows you to devote more time to your primary business activities, particularly in lending and mortgage services. This way, you can concentrate on closing deals rather than getting bogged down by paperwork, quickly collecting and organizing vital documents like bank statements, identification, and pay slips to streamline your workflow further. Additionally, a user-friendly submission process can significantly improve client satisfaction and foster stronger professional relationships.
Description
Magentrix portal for partner relationship management (PRM) can help you increase the productivity of your channel partners. You can customize the look and feel of your brand. You can control access to standard and customized objects, files, document sharing and eLearning.
FEATURES
Partner onboarding, Playbooks and Training & Certification, Pop-up Alerts, Deal Registration, Document Management, Content Management and Market Development Funds (MDF), among other things!
INTEGRATIONS
Magentrix seamlessly integrates with your CRM (e.g. Magentrix seamlessly integrates with your CRM (e.g. Salesforce, SAP, Dynamics, HubSpot, and many more) to provide a single source of corporate data. You have complete control over security and permissions. Intelligently optimizes Salesforce data synchronization for faster data access and high performance.
You can extend your portal with the growing number of 3rd-party applications (including Zapier), or you can use the RESTful API for integration.
API Access
Has API
API Access
Has API
Integrations
Zapier
Adobe Acrobat Sign
Authorize.Net
Dropbox
Formstack
LiveChat
Mailchimp
Maileon
Microsoft OneDrive
Microsoft SharePoint
Integrations
Zapier
Adobe Acrobat Sign
Authorize.Net
Dropbox
Formstack
LiveChat
Mailchimp
Maileon
Microsoft OneDrive
Microsoft SharePoint
Pricing Details
$49 per month
Free Trial
Free Version
Pricing Details
No price information available.
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
File Request Pro
Founded
2019
Country
United States
Website
filerequestpro.com
Vendor Details
Company Name
Magentrix
Founded
2012
Country
Canada
Website
www.magentrix.com
Product Features
Portal
Chat
Collaboration
Content Management
Document Management
File Sharing
Search
Product Features
Channel Management
Campaign Management
Channel Analytics
Incentive Management
Inventory Control
Lead Management
Opportunity Management
Order Management
Partner Management
Product Management
Reseller Management
Channel Marketing
Campaign Management
Channel Analytics
Content Management & Sharing
Incentive Management
Inventory Control
Lead Management
Multiple Channel Configurations
Order Management
Partner Management
Pipeline Management
Social Promotion
Partner Relationship Management (PRM)
Asset Management
Business Plans
Channel Marketing Automation
Collaboration Tools
Compliance Management
Deal Management
Deal Registration
Lead Generation
Lead Sharing
Partner Onboarding
Partner Portal
Performance Metrics
Rewards Programs
Workflow Management
Portal
Chat
Collaboration
Content Management
Document Management
File Sharing
Search