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STANDARD DASHBOARD |
Appraisal |
Appraisal |
Appraisal |
Case Management |
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Standard Assessment eForm |
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Electronic Signature |
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Custom Intake eForms |
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API Integration |
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DATA & SECURITY |
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End-to-End Encryption |
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Data Security |
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SSL Certified |
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Cloud Backup & Restoration |
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Additional Data Storage |
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Mobile Access |
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CLIENT MANAGEMENT |
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Schedule Appointment System |
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Invoicing & Cash Flow Management |
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Client Portal |
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Mobile Web App |
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Notification & Auto Calls |
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TEAM MANAGEMENT |
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Account Administration |
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Employee Profiling |
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Training & Technical Support |
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Role Permissions |
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Reporting |
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Attendance- Clock-in/out |
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Leave Management |
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Announcements |
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Payroll Prep |
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User(s) |
1 |
4 |
10 |
Office(s) |
1 |
1 |
2 |
REPORTING & TRACKING |
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Dynamic All Reports Online |
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Workflow & Approval Automation |
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History Tracking |
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Customizable Reports |
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TECH SUPPORT & TRAINING |
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Ticket Based Support |
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Unlimited Online Training |
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Priority Support |
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24X7 Toll Free Support |
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NOTIFICATIONS |
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CRM Internal Messaging |
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SMS Notifications |
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Email Notifications |
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