Average Ratings 74 Ratings
Average Ratings 0 Ratings
Description
SmartVault makes it easy to digitize your documents and move to a totally paperless workflow. Scan files directly to the right folders and reduce hard-copy document clutter.
SmartVault gives you a central document cloud storage solution for all your internal and client documents. From now on, you’ll be able to quickly find the file you need, when you need it, and share it securely with the right people.
Description
Dynamics CRM and The Portal Connector can help you improve your customer service.
You can provide better customer service by integrating Microsoft Dynamics CRM and Dynamics 365 seamlessly with an online portal that is secure and customizable.
It is easy to use, and does not require any coding or custom programming.
The Portal Connector offers key advantages, including:
* You can host your portal online, in the cloud, or with a third-party hosting provider
* Works with Dynamics CRM 2011, 2015, 2016, Dynamics 360
* All data from CRM, including Custom Entities, can be used in your portal solution
* One license includes unlimited Dev/Test/UAT environments
* The Portal Connector is simple to use and doesn't require any coding skills
* End Users can authenticate with your portal using Facebook, LinkedIn and Twitter.
* Developers can customize every aspect of our solution with our open API
API Access
Has API
Yes
API Access
Has API
No
Integrations
ATX
Yes
Acctivate Inventory Software
Yes
Docusign
Yes
Drake Tax
Yes
Emburse Nexonia
Yes
Emburse SpringAhead
Yes
Emburse Tallie
Yes
Hubdoc
Yes
Ledgersync
Yes
Method:CRM
Yes
Integrations
ATX
No
Acctivate Inventory Software
No
Docusign
No
Drake Tax
No
Emburse Nexonia
No
Emburse SpringAhead
No
Emburse Tallie
No
Hubdoc
No
Ledgersync
No
Method:CRM
No
Pricing Details
$20.00/month/user
https://ancillary-proxy.atarimworker.io?url=https%3A%2F%2Fwww.smartvault.com%2Fpricing%2F
Free Trial
Yes
Free Version
No
Pricing Details
$14995.00/one-time
Perpetual Licensing.
Monthly Subscription.
Monthly Subscription.
Free Trial
Yes
Free Version
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
Yes
iPad App
Yes
Android App
Yes
Windows
Yes
Mac
Yes
Linux
Yes
Chromebook
No
Deployment
Web-Based
Yes
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)
Yes
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
Yes
Types of Training
Training Docs
Yes
Webinars
Yes
Live Training (Online)
Yes
In Person
Yes
Vendor Details
Company Name
SmartVault
Founded
2008
Country
United States
Website
smartvault.com/
Vendor Details
Company Name
Sylogist
Founded
1993
Country
Canada
Website
www.crmportalconnector.com
Product Features
Content Collaboration
Client Portal
No
Cloud Storage
No
Digital Asset Management
No
Document Creation / Editing
No
Document Management
No
Electronic Signature
No
Feedback Management
No
File Sharing
No
Messaging / Discussion
No
Real-Time / Interactive Editing
No
Roles / Permissions
No
Search
No
Version Control
No
Video / Image Editing
No
Workflow / Approval Process
No
Document Management
Access Controls
Yes
Archiving & Retention
Yes
Collaboration Tools
Yes
Compliance Tracking
Yes
Document Archiving
Yes
Document Assembly
No
Document Capture
No
Document Conversion
No
Document Delivery
Yes
Document Indexing
Yes
Document Retention
Yes
Electronic Signature
Yes
Email Management
No
File Recovery
Yes
File Type Conversion
Yes
Forms Management
No
Full Text Search
Yes
Offline Access
Yes
Optical Character Recognition
Yes
Print Management
No
Version Control
Yes
File Sharing
Audit Trail
Yes
Chat / Messaging
No
Collaboration
No
Document Management
Yes
Drag & Drop
Yes
Electronic Signature
Yes
Encryption
Yes
File Synchronization
No
Search
Yes
User Management
Yes
Version Control
Yes
Workflow Management
Yes
Portal
Chat
No
Collaboration
No
Content Management
No
Document Management
Yes
File Sharing
Yes
Search
Yes
Product Features
Content Management
Audio Content
No
Customizable Templates
No
Document Indexing
No
E-forms
No
Full Text Search
No
Image Editor
No
SEO Management
No
Text Editor
No
Version Control
No
Video Content
No
Website Management
No
Document Management
Access Controls
No
Archiving & Retention
No
Collaboration Tools
No
Compliance Tracking
No
Document Archiving
No
Document Assembly
No
Document Capture
No
Document Conversion
No
Document Delivery
No
Document Indexing
No
Document Retention
No
Electronic Signature
No
Email Management
No
File Recovery
No
File Type Conversion
No
Forms Management
No
Full Text Search
No
Offline Access
No
Optical Character Recognition
No
Print Management
No
Version Control
No
Portal
Chat
No
Collaboration
Yes
Content Management
Yes
Document Management
Yes
File Sharing
Yes
Search
Yes