table_viewAgency Management

Excel-Based Communication Channel

  • checkData exchange built around Excel, the way clients already work
  • checkImport and export that fits existing client processes
  • checkEveryone exchanges data in the same format
  • checkLess manual data entry and fewer transfer errors
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Excel Interface

Excel-Based Communication Channel

Some clients cannot log in to the application directly. They fill in standardized Excel templates instead, and the files sync into your system as soon as they are uploaded. Work continues even when the client has no internet access or application login.

  • check_circleStandardized templates keep submissions consistent
  • check_circleAutomatic sync runs when the file is uploaded
  • check_circleOffline friendly, no application login required
Excel Communication Channel
Key Features

Tools That Keep Client Data Flowing

Supports the channels clients already use day to day.

mail

Email Processing

Data is pulled from client emails and attachments automatically, so staff type less.

auto_awesome

Workflow Automation

Define custom workflows that handle repetitive tasks the same way every time.

monitoring

Reporting Dashboard

Live analytics and reports show how the agency is performing.

group

Client Portal

Clients submit documents, check status, and message your team through a secure portal.

folder

Document Management

Client documents are stored centrally with version control and access limited to the right people.

notifications

Alerts & Notifications

Alerts can be set for deadlines, submissions, and important milestones.

Keep Client Data Moving

Standardized Excel templates keep submissions flowing into your system without interruption.

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