Ratings and Reviews 0 Ratings

Total
ease
features
design
support

This software has no reviews. Be the first to write a review.

Write a Review

Ratings and Reviews 0 Ratings

Total
ease
features
design
support

This software has no reviews. Be the first to write a review.

Write a Review

Alternatives to Consider

  • ThreatLocker Reviews & Ratings
    464 Ratings
    Company Website
  • R3 Contract Management for GovCon Reviews & Ratings
    1 Rating
    Company Website
  • HR Partner Reviews & Ratings
    154 Ratings
    Company Website
  • actiTIME Reviews & Ratings
    145 Ratings
    Company Website
  • Paligo Reviews & Ratings
    100 Ratings
    Company Website
  • Datasite Diligence Virtual Data Room Reviews & Ratings
    452 Ratings
    Company Website
  • LogicalDOC Reviews & Ratings
    120 Ratings
    Company Website
  • Medsender Reviews & Ratings
    28 Ratings
    Company Website
  • CirrusPrint Reviews & Ratings
    2 Ratings
    Company Website
  • DocuGenerate Reviews & Ratings
    49 Ratings
    Company Website

What is Your e-Locker?

Your e-Locker is an innovative cloud-based document management solution designed to streamline your document organization with features like a predefined structure, sorting by financial year, alerts for expiration, and user management capabilities, among others. This powerful tool addresses all your document-related challenges, enabling you to securely store and oversee both personal and professional documents in one centralized platform. Among its standout features are: A Predefined Structure – This functionality helps you save time by efficiently organizing your files. User-Friendly Upload – Effortlessly upload documents with a single click or by simply dragging and dropping them into the system. User Management – Easily add team members and control their access permissions based on their roles. Robust Multi-layered Security – The platform incorporates various security measures to maintain a safe and secure environment for your documents. Timely Alerts – Ensure you never miss important deadlines with automatic reminders. Dedicated Taxation Feature – This component simplifies interactions with government tax agencies, making it easier to manage all related legal documents. With these comprehensive features, Your e-Locker not only enhances efficiency but also provides peace of mind in document management.

What is Finosoft?

Finosoft presents a groundbreaking omnichannel CRM platform specifically designed for brokers, with the goal of revolutionizing back office functions in the brokerage industry. This state-of-the-art solution equips brokers with extensive oversight of their CRM needs, ultimately enhancing management practices and results. By focusing on vital elements that contribute to success, users can maximize their potential. The platform includes an advanced, multi-layered lead management feature that boasts high-performance segmentation and automated calling functionalities. We strive to improve client management through the use of detailed customer profiles, efficient workflows, and timely trading updates. Furthermore, users enjoy a flexible payment system that supports a range of services, complemented by an intuitive document management feature that incorporates a secure, automated document verification process to ensure compliance with regulatory requirements while upholding a fully secured, permission-based environment. Finosoft leverages technology to provide significant advantages to our clients. Our exceptional business intelligence solutions cater to brokers, promoting greater efficiency and simplifying crucial processes within the field. By opting for Finosoft, brokers not only gain enhanced operational capabilities but also secure a dedicated partner focused on fostering their growth and success, ensuring that they thrive in a competitive landscape. Ultimately, this partnership enables brokers to navigate challenges effectively while capitalizing on new opportunities.

Media

Media

Integrations Supported

Solitics

Integrations Supported

Solitics

API Availability

Has API

API Availability

Has API

Pricing Information

₹899 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

Webbell Solutions

Date Founded

2020

Company Location

India

Company Website

webbellsolutions.com

Company Facts

Organization Name

Finosoft

Company Website

www.finosoft.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

Financial CRM

Account Alerts
Asset Management
Expense Tracking
Household Tracking
Influence Tracking
Lead Management
Marketing Management
Relationship Tracking
Team Assignments
Territory Management

Popular Alternatives

Popular Alternatives

Proftit CRM Reviews & Ratings

Proftit CRM

Proftit
LXCRM Reviews & Ratings

LXCRM

Leverate
BrokerIQ Reviews & Ratings

BrokerIQ

TradeCore
TrackMyRisks Reviews & Ratings

TrackMyRisks

Continuity Partner