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What is Onyx Platform?

The Onyx Platform is a robust CRM and dialer specifically designed for sales teams that rely heavily on phone communication within regulated industries such as insurance and financial services, aiming to boost both operational productivity and customer engagement. By bringing together a multitude of features—like CRM capabilities, telephony solutions, smart lead routing, call recording with Do Not Contact (DNC) integration, compliance management tools, and real-time analytics—into a single web-based interface, it allows agents and managers to effortlessly track lead progress, customer information, policy details, and future actions without needing to toggle between different software applications. The platform provides an all-encompassing view of customer profiles, which includes every interaction, policy, and note, while also offering customizable tracking for various dispositions and tailored views for agents, managers, and administrators based on their role. With security as a fundamental aspect, Onyx incorporates audit trails and activity logs throughout its features, helping teams ensure compliance while meeting the stringent security requirements of their respective industries to protect sensitive data. Moreover, its lead management system features intelligent routing and licensing logic, among other tools, which further enhances the efficiency of the sales process. Consequently, the Onyx Platform not only simplifies sales workflows but also strengthens compliance and data security, establishing itself as an essential resource for teams operating in tightly regulated environments, ultimately contributing to their success in a competitive landscape.

What is FileTrail Records Management?

FileTrail® is recognized as the leading software suite for information governance, specifically designed for sectors that face stringent regulations across North America, the UK, and Europe. Established in 2000, FileTrail has consistently aimed to empower forward-thinking organizations in the legal, corporate, and governmental spheres by providing a centralized and clear view of all data from various repositories, which includes both physical documents and digital files. This fully integrated enterprise solution offers a modern approach to data governance, assisting organizations in streamlining compliance with internal policies, government regulations, and outside counsel guidelines (OCG). Additionally, it supports the development of tailored policies and taxonomies that cater to different industries, successfully reducing risks related to retention and disposition management and leading to notable cost savings. FileTrail also prioritizes ongoing enhancements, ensuring that organizations can swiftly and efficiently adapt to the changing landscape of compliance requirements. As a result, clients benefit not only from improved governance but also from a more agile approach to managing their information resources.

Media

Media

Integrations Supported

IBM StreamSets

Integrations Supported

IBM StreamSets

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Onyx Platform

Date Founded

2025

Company Location

United States

Company Website

www.onyxplatform.com

Company Facts

Organization Name

FileTrail

Company Website

www.filetrail.com

Categories and Features

Insurance Agency

Claims Management
Commission Management
Contact Management
Document Management
Insurance Rating
Life & Health
Policy Management
Property & Casualty
Quote Management

Categories and Features

Document Management

Access Controls
Archiving & Retention
Collaboration Tools
Compliance Tracking
Document Archiving
Document Assembly
Document Capture
Document Conversion
Document Delivery
Document Indexing
Document Retention
Electronic Signature
Email Management
File Recovery
File Type Conversion
Forms Management
Full Text Search
Offline Access
Optical Character Recognition
Print Management
Version Control

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