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Average Ratings 0 Ratings

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ease
features
design
support

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Write a Review

Description

Gain insights into your agency's operations through detailed management reports. Experience a consolidated visual overview of each project on one screen, facilitating easy access to information. Effortlessly store, share, and collaborate on documents, images, and various files within your team. Connect every task to its pertinent resources and content for streamlined workflows. Establish a collaborative intranet tailored for each office to enhance communication. As a result, your clients will be more informed, engaged, and loyal to your brand. Monitor a dynamic, up-to-date summary of your projects visually, while efficiently assigning and tracking deliverables linked to necessary content. Automated notifications ensure that everyone remains informed about any updates. Foster collaboration among your customers, partners, and vendors seamlessly. Easily store, discuss, search, and share text, files, and documents, with unrestricted access from computers, smartphones, or tablets. Experience an entirely free project management solution with no time constraints. Benefit from expanded content capabilities alongside increased customizability and branding options. Enjoy robust security measures and access control features that ensure data protection. A centralized administration system allows for efficient management and oversight of resources.

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 Yes 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

No details available.

Integrations

No details available.

Pricing Details

$30 per month
Free Trial No 
Free Version Yes 

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

Customer Support

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

Types of Training

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

Types of Training

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

Vendor Details

Company Name

PBworks

Founded

2005

Country

United States

Website

www.pbworks.com/agencies-agency-hub.html

Vendor Details

Company Name

I-Group

Founded

1998

Country

United States

Website

www.i-linked.net

Product Features

Advertising Agency

Campaign Management No 
Collaboration No 
Document Management No 
File Sharing No 
Project Management No 
Task Management No 
Time Tracking No 

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 

Alternatives

Alternatives

Planlined Reviews

Planlined

BART Technologies Inc