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About

Coneix optimizes your time and successfully manages your engineering business, architecture office or professional services company, anytime, anywhere. It centralizes the relationship with clients, monitoring of business opportunities and unifies the organization's contact database. Improve team communication, allocate resources, plan and control tasks, record hours, monitor the budget and its deviations, document management. Margin by projects in one click. CONEIX incorporates Tableau as a BI tool. Personalized dashboards for each job and ensure that all decisions are made with reliable information and in real time. Preparation and monitoring of budgets. Quickly generate and send sales invoices and record purchase invoices. Integrate data with accounting, forecasting and monitoring of collections, payments and treasury.

About

DocSavy doesn't ask you where to store your documents, it asks what your document are and stores them where they are supposed to go. By tagging, business data, and associations, DocSavy helps you find the documents you are searching for quickly and easily. Every folder in DocSavy can have a budget to help forecast hours and costs. Budgets define the tasks for purchasing and all other financial transactions. DocSavy makes it easy to report actual costs to compare them against budgets. Quotes can be attached to purchase orders that are linked to a budget item. Supplier invoices can be attached to purchase orders. Your process can request approval from whichever team member is required, before sending it to a bookkeeper to process payment. DocSavy even warns if the supplier invoice makes the total payment too far over the purchase order amount. In DocSavy, an assets can be a folder for a building, a vehicle, a single piece of equipment, or a tool.

Platforms Supported

Windows Supported
Mac Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported

Audience

Teams looking for an ERP solution for projects

Audience

Companies and enterprises searching for a solution to store their documents

Support

Phone Support Supported
24/7 Live Support Not Supported
Online Supported

Support

Phone Support Supported
24/7 Live Support Not Supported
Online Supported

API

Offers API Not Supported

API

Offers API Not Supported

Screenshots and Videos

Screenshots and Videos

Pricing

No information available.
Free Version Not Supported
Free Trial Not Supported

Pricing

No information available.
Free Version Not Supported
Free Trial Not Supported

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation Supported
Webinars Supported
Live Online Not Supported
In Person Not Supported

Training

Documentation Supported
Webinars Supported
Live Online Not Supported
In Person Not Supported

Company Information

Coneix
Spain
coneix.com

Company Information

DocSavy
United States
docsavy.com

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Categories

Project Management Supported

Categories

Project Management Features

Agile Methodologies Supported
Budget Management Supported
Client Portal Supported
Collaboration Tools Supported
Cost-to-Completion Tracking Supported
Customizable Templates Supported
Gantt Charts Supported
Idea Management Supported
Kanban Board Supported
Milestone Tracking Supported
Portfolio Management Not Supported
Resource Management Supported
Time & Expense Tracking Supported
Traditional Methodologies Supported

Document Management Features

Access Controls Not Supported
Archiving & Retention Not Supported
Collaboration Tools Supported
Compliance Tracking Supported
Document Archiving Supported
Document Assembly Supported
Document Capture Not Supported
Document Conversion Supported
Document Delivery Not Supported
Document Indexing Not Supported
Document Retention Supported
Electronic Signature Not Supported
Email Management Not Supported
File Recovery Supported
File Type Conversion Supported
Forms Management Supported
Full Text Search Not Supported
Offline Access Supported
Optical Character Recognition Supported
Print Management Not Supported
Version Control Not Supported

Integrations

No info available.

Integrations

No info available.
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