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Centrex SoftwareOur robust Customer Relationship Management (CRM) system is designed to enhance productivity, boost revenue generation, and foster better customer engagement. You can effectively oversee your advance and loan portfolio while benefiting from seamless integration with ACH processors. The platform also features a broker portal and comprehensive syndicate reporting capabilities. Engage your audience through email and SMS campaigns, manage incoming and outgoing SMS communications, and monitor email open rates, among various other features. ClixSign® facilitates the electronic signature process for any document, allowing you to track when up to eight signers have viewed and signed them. Your clients can utilize a personalized portal that enables them to upload necessary documents, check messages, and monitor their balances and payments. With our cutting-edge contact and deal management software, you gain a clear view of the entire sales pipeline. Additionally, Centrex Software specializes in providing tailored software development services, aiding clients in creating web and mobile applications for a wide range of needs, ensuring that they have the right tools to succeed in their business endeavors. This combination of features and services empowers companies to operate more efficiently and effectively.
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What is FuseDocs?
By incorporating FuseDocs with your practice management and document management systems, you can swiftly assemble a comprehensive annual report package in mere seconds. This capability not only facilitates the establishment of consistent procedures across different teams or locations, but also enables the creation of professional, client-friendly report packages. Although electronic documents are fundamental to your operations, it's crucial for your team to focus on more pressing tasks rather than spending time on document generation. You probably have a wealth of ideas aimed at improving processes in your firm, especially given the rapid evolution and urgent need for digital transformation. However, the difficulty lies in identifying which enhancements should take precedence. In the past year, we have gathered significant feedback from clients expressing a strong interest in increased automation within their workflows, particularly concerning reviews, approvals, and finalization stages. In response to this feedback, we have launched our new Workflow feature, crafted specifically to simplify these processes and boost overall efficiency. This advancement not only streamlines operations but also fosters a culture of continuous improvement within your team. Ultimately, adopting this innovation can greatly enhance your team’s productivity while ensuring superior document management practices.
What is Flowbiz?
Flowbiz is designed to support businesses aiming to organize, digitalize, and streamline their workflows and processes, ultimately enhancing efficiency while reducing costs and time. Users can fulfill all their processing requirements through a single application system. This adaptable program offers capabilities for charting, workflow management, and automation, enabling activities and reporting to be accessible on any smart device, at any time. Flowbiz comes in three versions, each with a distinct set of features: Designer for charting at just $5 AUD, Tasker for task management at $18 AUD, and AutoTasker for semi- and full automation at $35 AUD. As a cloud-based solution, Flowbiz allows for continuous access and utilization from anywhere. For further information and to explore how Flowbiz can benefit your organization, please reach out to us.
Integrations Supported
Microsoft 365
FuseSign
GreatSoft CRM
MYOB
Microsoft SharePoint
NetDocuments
Nimbus Portal Solutions
SuiteFiles
Integrations Supported
Microsoft 365
Gmail
Microsoft Office 2021
API Availability
API Availability
Has API
Pricing Information
Pricing not provided
Pricing Information
$5.00 AUD
Flowbiz offers 3 product levels with user pricing that is billed monthly.
Designer - $5 per user per month
Tasker - $18 per user per month
AutoTasker - $35 per user per month
Additionally, Flowbiz can offer customised enterprise solutions based on time and cost.
Designer - $5 per user per month
Tasker - $18 per user per month
AutoTasker - $35 per user per month
Additionally, Flowbiz can offer customised enterprise solutions based on time and cost.
Supported Platforms
SaaS
Supported Platforms
SaaS
Windows
Customer Service / Support
Standard Support
Web-Based Support
Customer Service / Support
Standard Support
24 Hour Support
Web-Based Support
Training Options
Documentation Hub
Online Training
Training Options
Online Training
On-Site Training
Company Facts
Organization Name
FuseWorks
Date Founded
2013
Company Location
Australia
Company Website
fuse.work/fusedocs/
Company Facts
Organization Name
Werkflo Software Solutions Pty Limited
Date Founded
2020
Company Location
Australia
Company Website
werkflo.com.au/flowbiz
Categories and Features
Robotic Process Automation (RPA)
Not specified
Categories and Features
Business Process Automation
Not specified
Business Process Management
Access Controls / Permissions
Alerts / Notifications
Business Process Automation
Business Rules Management
Collaboration
Process Change Tracking
Process Mapping
Process Modeling & Design
Visual Workflow Management
Charting
Not specified
Data Entry
Data Capture and Transfer
Data Entry Verification
Forms Automation
Approval Process Control
Collaboration
Drag & Drop
Rules-Based Workflow
Text Editing
Version Control
Low-Code Development
AI-Assisted Development
Business Process Automation
Drag & Drop
Integrations Management
Templates
Workflow Management
No-Code Development
AI-Assisted Development
Business Process Automation
Drag & Drop
Integrations Management
Templates
Workflow Management
Operations Management
Not specified
Robotic Process Automation (RPA)
Analytics
Attended Automation
Code-free Development
Process Builder
Third Party Application Integration
Unattended Automation
Workflow Management
Access Controls/Permissions
Approval Process Control
Business Process Automation
Calendar Management
Compliance Tracking
Configurable Workflow
Customizable Dashboard
Document Management
Forms Management
Graphical Workflow Editor
Mobile Access
No-Code
Task Management
Third Party Integrations
Workflow Configuration
Workload Automation
Alerts / Notifications
Audit Trails
Business Process Management
Dashboard
Data Analysis / Visualization
Load Balancing
Robotic Process Automation (RPA)