“From having a limited work flow process system before, Streamline now takes care of our client database, portfolio allocation and client records – all at a reasonable price." Matthew Wray of Statucor

Document management
Document management

 

Streamline incorporates a central web-based document management system that tracks, delivers and archives all documents that flow into, and out of, your company. All documents (faxes, emails, quotes, spreadsheets, presentations, scans, images etc) are available online and linked to the relevant task/project and contact.

With Streamline you can easily access any document from anywhere which ensures the right information is always available to whoever needs it.

Streamline provides automated backups and archiving of all documents to a central server ensuring your vital data is protected.

By continuously using Streamline, your business also captures a knowledge base that is invaluable.

 

"I have your file right here...."

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