FileTrail Records ManagementFileTrail
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Related Products
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About
FileTrail® is the industry-leading information governance software suite for highly-regulated markets throughout North America, the UK, and Europe. Since 2000, FileTrail has served forward-thinking organizations in the legal, corporate, and government markets by providing a centralized, clear view of all data within an organization across multiple repositories, including both physical records and electronic files. Designed as a fully integrated, enterprise software, FileTrail provides a modern data governance solution to help organizations automate compliance with internal policies, governmental regulations, and outside counsel guidelines (OCG), create custom policies and taxonomies per industry, and reduce risk through retention and disposition management to dramatically reduce costs.
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About
Onyx Platform is an all-in-one CRM and dialer built specifically for phone-based sales teams in regulated industries such as insurance and financial services, designed to streamline operations and improve customer engagement. It combines CRM, telephony, intelligent lead routing, call recording with DNC integration, compliance tools, and real-time reporting in a single browser-based interface so agents and managers can view lead progress, customer history, policy data, and next steps without switching platforms. It delivers unified customer profiles that show every policy, interaction, and note in one place, along with customizable disposition tracking and role-based views for agents, managers, and admins. Onyx embeds security, audit trails, and activity logging into all features to help teams stay compliant by default, and aligns with industry security frameworks to protect sensitive data. Lead management capabilities include smart routing, licensing logic, and etc.
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Audience
Document Management platform for companies
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Audience
Insurance agencies and telesales teams that need an all-in-one CRM and call center system to manage leads, calls, compliance, and reporting efficiently
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Support
Phone Support
24/7 Live Support
Online
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Support
Phone Support
24/7 Live Support
Online
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API
Offers API
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API
Offers API
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Screenshots and Videos |
Screenshots and Videos |
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Pricing
No information available.
Free Version
Free Trial
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Pricing
No information available.
Free Version
Free Trial
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Reviews/
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Reviews/
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Training
Documentation
Webinars
Live Online
In Person
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Training
Documentation
Webinars
Live Online
In Person
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Company InformationFileTrail
www.filetrail.com
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Company InformationOnyx Platform
Founded: 2025
United States
www.onyxplatform.com
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Alternatives |
Alternatives |
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Categories |
Categories |
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Document Management Features
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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Integrations
IBM StreamSets
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