|
 |
Competitor
“A” * |
Competitor
“B” * |
Competitor
“C” * |
| Unlimited number of companies |
 |
|
|
|
| Upload company specific files |
|
|
|
|
| Add company categories for easy organization |
|
|
|
|
| Unlimited number of users |
|
|
|
|
| Upload user specific files |
|
|
|
|
| Create user groups for easy assigning |
|
|
|
|
| Add user categories for easy organization |
|
|
|
 |
| Upload multiple files to a common company only library |
|
|
|
|
| Files are saved by categories |
|
|
|
|
| You control who has access to areas like notes, files, tasks |
|
|
|
|
| Send automated messages daily, weekly, monthly |
|
|
|
|
| Create message templates |
|
|
|
|
| Control project access to individual users |
|
|
|
|
| Projects are grouped based on YOUR categories |
|
|
|
|
| Simple project wizard lets you add project and users in a few steps |
|
|
|
|
| Project summary page shows details like number of notes, files, tasks |
|
|
|
|
| Track history of every action on a project to see who did what when |
|
|
|
|
| Manage alerts per user in each project individually or globally |
|
|
|
|
| Assign clients with restricted access to view just the project details they should see |
|
|
|
|
| Add a note to everyone or securely to specific users on the project |
|
|
|
|
| Respond to notes via regular email, no need to log into the system |
|
|
|
|
| Add related notes to keep them organized and well tracked |
|
|
|
|
| Add a file to everyone or securely to specific users on the project |
|
|
|
|
| Single or multiple file upload |
|
|
|
|
| Organize files by categories |
|
|
|
|
| Copy files between projects |
|
|
|
|
| Add notes to files |
|
|
|
|
| Track history of who has seen which files and when |
|
|
|
|
| Group files for quicker download |
|
|
|
|
|
