The core features are available as a part of the CRM suite. Add premium features for the full document automation experience.
Unlimited data room creation
There’s no limit, create as many data rooms as you like and easily designate who your team is sharing documents with.
Keep track of all file changes via the integrated version control module.
Secure send file
One click file send capability allows you to quickly e-mail a file link from the system and track downloads.
Intelligent analytics tell you when your recipient has downloaded a file and gives your firm the right tools for efficient follow ups.
PREMIUM SMART DOCS
Premium plugins can be added to the Document Center Suite at anytime
Pre-populate smart web forms with your client data, generate NDAs, term sheets, and subscription contracts, and sign off with our DocuSign integration to save time!
Custom watermarking capability on any document shared from the system.
Organize, share and track all your documents
Exceptional Data Rooms