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What is ImportFeed?

Clients have the ability to upload their paperwork through multiple avenues and monitor its progress in real-time. The platform efficiently organizes new submissions to expedite processing. Utilizing advanced document management features and providing instant feedback to clients allows for faster task completion. After a document is uploaded, clients receive updates about its processing stage. Users can conveniently search for documents based on client name, submission date, or their current status. Furthermore, clients have secure access to their files, can review earlier versions, and track any modifications made. They can also transmit documents, take pictures, or forward emails effortlessly from any device. All incoming submissions are gathered into a single, manageable list to enhance organization. The search functionality is optimized, permitting inquiries based on client details, date of submission, or status updates. With just a click, users can scan and send documents straight from their mobile devices. Each client is provided with a dedicated email address for effortless document submission. Additionally, there is a secure portal designed for clients, offering quick access to vital documents and improving the overall experience. This comprehensive system not only streamlines document management but also promotes enhanced communication with clients, ensuring they stay informed throughout the process. It ultimately transforms the way clients interact with their documentation, making the entire experience more user-friendly and efficient.

What is FastDox?

Customers can obtain essential documentation in mere minutes by either uploading or taking a photo of their confidential information, which can then be securely sent without delay. The platform allows for an unlimited number of document uploads, regardless of their size, offering the flexibility to send files anywhere and at any time. With features like automatic document alignment and edge cropping, businesses can enhance their service offerings and streamline the onboarding process for their clients. This innovative system handles all the heavy lifting, allowing your team to focus on delivering exceptional service. By alleviating administrative tasks, your staff can dedicate their time to expanding your customer base. Many of our clients have experienced a remarkable 35% boost in sales as a direct result of using our platform. Embrace a smarter work approach that significantly cuts labor costs and minimizes overall business expenses. FastDox not only slashes postage costs by an impressive 95% but also fosters customer loyalty, ensuring that clients return for future business. With these advantages, your organization can thrive in a competitive market.

Media

Media

Integrations Supported

Integrations Supported

WWS Open API

API Availability

API Availability

Has API

Pricing Information

$89 per 3 users per month
Free Trial Offered?

Pricing Information

£40 per user

Supported Platforms

SaaS

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
Chromebook
Linux

Customer Service / Support

Web-Based Support

Customer Service / Support

Standard Support
Web-Based Support

Training Options

Documentation Hub
Online Training

Training Options

Documentation Hub
Online Training

Company Facts

Organization Name

ImportFeed

Date Founded

2019

Company Location

Israel

Company Website

www.importfeed.com

Company Facts

Organization Name

FastDox

Date Founded

2018

Company Location

United Kingdom

Company Website

fastdox.co.uk

Categories and Features

Document Collection

Not specified

Document Management

Not specified

Categories and Features

AML

Case Management
Compliance Reporting
Identity Verification
Transaction Monitoring

CRM

Calendar/Reminder System
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Task Management
Territory Management

Customer Onboarding

Not specified

Digital Signature

Audit Trail
Authentication
Auto Reminders
Document Analytics
Mobile Signature
Progress Tracking
Task Progress Tracking

Document Collection

Not specified

Identity Verification

Not specified

Lead Management

Activity Tracking
Campaign Management
Lead Capture
Lead Distribution
Lead Scoring
Lead Segmentation
Pipeline Management

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