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  • Features
    • CRM Client Management
    • Automated Onboarding
    • Secure Client Portal
    • File & Folder Sharing
    • Project & Task Management
    • Proofing & Client Approval
    • Invoicing & Billing Tools
    • Time Tracking & Billing
    • Email & Drip Marketing
    • Integrated Calendar
    • Privacy Encrypted Email
    • Live Direct & Group Chat
    • 100% White Label Branding
    • Most Recent Updates
  • Pricing
  • Partners
    • Partner Program
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  • Learn
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Author: Samuel

This user was created automatically by the IdeaPush plugin.
  • 15
    Single Sign On (SSO) Functionality
    8 months ago
    Samuel
    open10
    Read more
    Read less
    Add Single Sign On Capabilities to the platform. SSO capabilities would allow enterprises to integrate the platform into their suite of tools & services for their customers and reduces the stress of customers having to remember multiple logins.
    automation
  • 4
    Create Company Placeholders
    1 year ago
    Samuel
    open0
    Read more
    Read less
    Create Company Placeholders so that dynamic data can be uploaded and passed to the Dashboard for Client specific reporting.
    automationclientdashboard
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