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About

Increase engagement, collaborate with your client's family and professional network, get enterprise-grade security. Recognized by a leading NYC-based fintech consulting firm as the "obvious choice" in organization, given our emphasis on estate planning and a streamlined user experience. Poor document management experience prevents client engagement. Engage clients proactively. Receive notifications on client activity. Be aware of their needs ahead of requests. Staff still collaborate outside of existing portals (using email, cloud drive links, etc.). Save hundreds of hours of unproductive time. Real-time sync with your existing cloud drive storage reduces unproductive admin time. Not sending email with attachments or links reduces compliance and security risk. Clean, easy-to-use, interface reduces client inquiries. Existing portals limit collaboration beyond main client contact. Easy collaboration with third parties. Permission controlled access provides access to the right contacts.

About

TimeReaction is the ultimate collaborative workflow management system that enables managers and team leaders who routinely depend on internal and external collaborators, to move projects fluidly through complex business processes requiring a high degree of compliance and oversight – without the frustrations and unproductive encumbrances that come with email and spreadsheets. Unlike most adhoc project management tools widely available online, TimeReaction specializes in providing small and mid-sized manufacturers with a robust and highly-configurable collaborative workflow management system that enables both internal and external users to collaborate, communicate, track, review and sign-off through each phase of a process. In the end, what matters to you are results. TimeReaction’s collaborative workflow management system ensures that your team delivers those results fluidly, on time, every time – without ever dropping the ball.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Financial advisors looking to increase engagement and collaborate with their clients

Audience

SMB Manufacturing

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

No information available.
Free Version
Free Trial

Pricing

$10.00/month/user
Free Version
Free Trial

Reviews/Ratings

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

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Reviews/Ratings

Overall 5.0 / 5
ease 5.0 / 5
features 5.0 / 5
design 4.0 / 5
support 5.0 / 5

Pros & Cons from Real Users

Pros

  • Easy to search for info, see all orders at a glance, check status of the orders quickly, run detailed reports.

Cons

  • no images which would be ideal as we are visual driven.

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

SideDrawer
Founded: 2018
Canada
sidedrawer.com/professionals.html

Company Information

Timereaction
Founded: 2010
Canada
timereaction.com

Alternatives

Wealthbox

Wealthbox

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Alternatives

VPMS

VPMS

SourcePanel

Categories

Categories

Business Process Management Features

Access Controls / Permissions
Alerts / Notifications
Business Process Automation
Business Rules Management
Collaboration
Process Change Tracking
Process Mapping
Process Modeling & Design
Visual Workflow Management

Supply Chain Management Features

Demand Planning
Electronic Data Interchange
Import / Export Management
Inventory Management
Order Fulfillment
Order Management
Sales & Operations Planning
Shipping Management
Supplier Management
Transportation Management
Warehouse Management

Workflow Management Features

Access Controls/Permissions
Approval Process Control
Business Process Automation
Calendar Management
Compliance Tracking
Configurable Workflow
Customizable Dashboard
Document Management
Forms Management
Graphical Workflow Editor
Mobile Access
No-Code
Task Management
Third Party Integrations
Workflow Configuration

Integrations

AIMS360 Apparel Software
ApparelMagic
Box
Dropbox
Google Drive
Microsoft OneDrive
NetSuite

Integrations

AIMS360 Apparel Software
ApparelMagic
Box
Dropbox
Google Drive
Microsoft OneDrive
NetSuite
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Claim SideDrawer and update features and information
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