Sip2Dial Integrations

EZ Doc Filer enables the scanning of documents into a system that is managed by a database. Once scanned, the documents are saved on your server and seamlessly integrate with your current database application. This system allows for varied search parameters tailored to the specific requirements of different businesses. Furthermore, EZ Doc Filer can be tailored to accept files from multiple sources for your organization’s ease, such as email, fax, or from a designated file directory. Additionally, the system supports the transfer of documents to and from EZ Doc Filer via email, fax, or can even upload documents to the web. The use of Electronic Document Management is a streamlined approach to managing the workflow of all official documents, addressing aspects such as their creation, review, publication, usage, revision, and eventual destruction. Not only does this document management system store your files, but it also ensures that you can access them easily and securely from various locations, whether it’s from your primary office workstation or your home office, thus significantly enhancing productivity and collaboration.

Enhance your customer service from the very beginning. Experience the easiest software designed for effective customer management. With rapid installation, you can start operating within minutes. Detect risks and find upselling possibilities effortlessly. Create multiple health profiles that correspond to the customer journey from onboarding through to renewal. Consolidate all your customer lists into a single location, eliminating the hassle of sifting through spreadsheets or Salesforce account lists. We will seamlessly integrate with your entire technology ecosystem, simplifying customer segmentation immensely. At its foundation, Catalyst is tailored specifically for customer success managers. Our workflow features eliminate the monotonous tasks inherent in daily customer management, such as updating Salesforce fields and recording calls and meetings. Regardless of whether you are a Customer Success Manager, Sales Executive, or CEO, Catalyst is designed to streamline your workflow and enhance productivity. Moreover, its user-friendly interface ensures that all team members can easily navigate the system.