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Ratings and Reviews 0 Ratings
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What is TonicDM?
Tonic DM serves as a highly effective cloud-based project information management tool tailored specifically for professionals in the architecture, engineering, and construction (AEC) industries. This innovative solution empowers users to exceed client expectations by providing enhanced visibility into all aspects of project details. Users can quickly access essential emails, regardless of who sent them, ensuring that no important information is overlooked. The platform's intuitive design makes it easy to manage and share information across various project teams, leading to a more cohesive workflow. Maintaining a comprehensive record of all correspondence is crucial for any project, and Tonic DM streamlines this process considerably. Emails are organized systematically by project, which helps keep team members updated on ongoing exchanges. With advanced filtering and search features, retrieving important emails becomes a swift task. Furthermore, the automation capabilities significantly reduce the burden of email filing on staff, which not only enhances the thoroughness of documentation but also allows team members to focus on more critical tasks. All emails are securely stored in the cloud, with the option to synchronize them with project folders on local networks. Additionally, this system integrates seamlessly with Microsoft Office 365 and is compatible with Outlook across PC, Mac, and web platforms. By incorporating Tonic DM into your project management strategy, you can significantly improve team collaboration and operational efficiency while ensuring that every vital detail is captured and accessible. Ultimately, this tool not only simplifies processes but also fosters a culture of transparency and accountability within project teams.
What is Tonic?
In today's banking landscape, a retail bank's ability to attract new clients hinges on its provision of an online banking portal, a trend that we anticipate will extend to the realms of insurance and investment banking as well. To address this need, we collaborated with industry professionals to create a comprehensive financial platform designed to streamline and automate back office functions, prioritizing the needs of the Investor. Our primary objective was to facilitate a secure and uncomplicated investing experience for those looking to grow their wealth.
The platform features an aesthetically pleasing design and a sleek, modern user interface that navigates clients through each step of the process seamlessly. It is accessible across various devices, including desktops, mobiles, and tablets, allowing users to transition between them effortlessly using QR codes. Additionally, a chatbot is available to assist users, providing support throughout the onboarding journey.
Our system allows for diverse promotional methods, utilizing text, images, or videos to showcase various offers. Furthermore, clients can download comprehensive documents associated with each respective offer, and during the onboarding process, they have the flexibility to select from multiple options tailored to their preferences. This multifaceted approach ensures that we cater to the diverse needs of our clientele while enhancing their overall experience.
Integrations Supported
Clipboard for Microsoft Outlook
Microsoft 365
Tonic Ephemeral
Integrations Supported
Clipboard for Microsoft Outlook
Microsoft 365
Tonic Ephemeral
API Availability
Has API
API Availability
Has API
Pricing Information
$15 per user, per month
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
TonicDM
Date Founded
2015
Company Location
United States
Company Website
www.tonicdm.com
Company Facts
Organization Name
Tonic
Date Founded
2013
Company Location
Malta
Company Website
tonicsolution.com
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
Categories and Features
Investment Management
Accounting Management
Benchmarking
Bonds / Stocks
Client Management
Commodities
Compliance Reporting
Data Import / Export
For Investment Advisors
For Investors & Traders
Fund Management
Modeling & Simulation
Payroll & Commissions
Performance Metrics
Portfolio Management
Risk Management