i-linkedI-Group
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Related Products
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About
TakeTurns makes collaboration on documents and files with your clients, partners, or any party, structured, secure, and transparent. By taking turns everyone knows whose turn it is to work. Everything you need to collaborate on docs and files. Stop searching for the version you need. TakeTurns tracks everything, automatically. Control who participates and meets your regulatory obligations for transparency and security. Negotiate, review, and redline contracts with third parties. Monthly file requests for monthly close with accountants. Share and negotiate sales quotes and proposals. Edit and review nondisclosure agreements. Request documents and organize the audit review process. Share onboarding forms, collect documents, and review RFx. Share and review project deliverables. Upload any document or file you want to share, or make requests from the other party. Invite those you want to participate and set their roles.
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About
Never lose track of your direction with reporting tools. Reporting by individuals, groups or company. Graphical reporting is at your fingertips! Avoid calls and emails. i-linked.net will keep you informed as the progress of your deals. i-linked.net makes it easy to issue custom quotes and proposals in seconds. The i-quoting module makes proposals a snap. i-linked.net is always up-to-date. You never download or maintain the system. i-linked.net lets PEOs, Carriers, MGAs, Wholesalers, Brokers, Agents and their teams work independently. Quickly collect and share the data you need. In an immediately familiar, user friendly environment. Collect and store prospect and client documents on a record-by-record basis. Easy to store and retrieve securely. Share documents, forms and other important data with your team and your partners. i-linked.net helps you to put the right information in the right hands instantly.
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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
Businesses wanting a solution to collaborate on documents and files with their clients, partners
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Audience
Companies searching for a solution to improve their reporting operations
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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
$10 per month
Free Version
Free Trial
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Pricing
$24 per month
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 InformationTakeTurns
United States
www.taketurns.com
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Company InformationI-Group
Founded: 1998
United States
www.i-linked.net
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Categories |
Categories |
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CRM Features
Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management
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Integrations
No info available.
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Integrations
No info available.
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