Average Ratings 0 Ratings
Average Ratings 0 Ratings
Description
Embrace a paperless approach with our Form & Document Management CRM designed for every team. Transitioning to a paperless environment is the ideal solution for small and medium enterprises. This system consolidates all your employees, customers, and vendors into a single database, facilitating seamless communication, task management, and paperwork handling without the need for physical documents. With all your forms and documents stored electronically, the platform offers features like routing and approval tracking. Once you have your data organized in forms, you can analyze it or search for specific criteria effortlessly. Additionally, you can collaborate with teammates and clients easily. Each staff member and contact has a dedicated File Cabinet, accompanied by a central company File Cabinet. Your documents are organized in the File Cabinet using custom fields and tags. We specialize in assisting you with digitizing documents and forms, making the transition to an electronic filing system on Paperless Online smooth and efficient. Furthermore, contacts can access a self-service portal to submit necessary forms and documents, ensuring that all data—including forms, documents, and files related to teammates, clients, and vendors—can be stored and retrieved with ease. This transformation not only enhances efficiency but also significantly reduces clutter and improves overall productivity.
Description
eMail-Lead Grabber is a software solution designed for processing web forms, allowing users to extract email submissions from Microsoft Outlook and seamlessly transfer this data into their databases. When potential customers fill out forms on your site—whether they are contact inquiries, feedback submissions, order requests, or quote inquiries—the completed forms are sent directly to your inbox. This tool streamlines the import process, enabling you to efficiently migrate these email forms into your database. Additionally, eMail-Lead Grabber facilitates the conversion of emails into an ACT! Database, and it also accommodates various other formats, including Excel spreadsheets, text files, and Outlook. By automating the tedious task of manual data entry, this email-to-database software ensures that you can promptly follow up with your prospects through personalized automated response emails. Moreover, the Round Robin Forwarding feature in eMail-Lead Grabber intelligently distributes email leads among your sales team, enhancing the efficiency of your lead management process. Overall, this software not only saves time but also boosts productivity by ensuring that no lead goes unattended.
API Access
Has API
No
API Access
Has API
No
Pricing Details
$15 per user per month
Free Trial
Yes
Free Version
Yes
Pricing Details
No price information available.
Free Trial
No
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
No
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
Yes
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)
Yes
In Person
No
Types of Training
Training Docs
No
Webinars
Yes
Live Training (Online)
Yes
In Person
Yes
Vendor Details
Company Name
Paperless Online
Founded
2003
Country
United States
Website
paperlessonline.com
Vendor Details
Company Name
eGrabber
Founded
1997
Country
United States
Website
www.egrabber.com/emailleadgrabberbusiness/
Product Features
Document Management
Access Controls
Yes
Archiving & Retention
Yes
Collaboration Tools
Yes
Compliance Tracking
Yes
Document Archiving
Yes
Document Assembly
Yes
Document Capture
No
Document Conversion
No
Document Delivery
Yes
Document Indexing
Yes
Document Retention
Yes
Electronic Signature
Yes
Email Management
Yes
File Recovery
Yes
File Type Conversion
Yes
Forms Management
Yes
Full Text Search
Yes
Offline Access
Yes
Optical Character Recognition
Yes
Print Management
Yes
Version Control
Yes
Forms Automation
Approval Process Control
Yes
Archiving & Retention
Yes
Collaboration
Yes
Document Indexing
Yes
Drag & Drop
Yes
Full Text Search
Yes
Remote Document Access
Yes
Rules-Based Workflow
Yes
Text Editing
Yes
Version Control
Yes
Workflow Management
Access Controls/Permissions
Yes
Approval Process Control
No
Business Process Automation
Yes
Calendar Management
Yes
Compliance Tracking
Yes
Configurable Workflow
No
Customizable Dashboard
No
Document Management
Yes
Forms Management
Yes
Graphical Workflow Editor
No
Mobile Access
Yes
No-Code
No
Task Management
Yes
Third Party Integrations
Yes
Workflow Configuration
Yes
Product Features
Forms Automation
Approval Process Control
Yes
Archiving & Retention
Yes
Collaboration
No
Document Indexing
No
Drag & Drop
No
Full Text Search
No
Remote Document Access
Yes
Rules-Based Workflow
No
Text Editing
No
Version Control
No
Lead Management
Activity Tracking
No
Campaign Management
No
Lead Capture
Yes
Lead Distribution
Yes
Lead Nurturing
No
Lead Scoring
No
Lead Segmentation
No
Pipeline Management
No
Prospecting Tools
Yes
Source Tracking
No