Sip2Dial Integrations

EZ Doc Filer allows documents to be scanned into a database-managed system. From there, the documents are stored on your server while integrating with your existing database application. This allows documents to have different search criteria catering to each company's needs. EZ Doc Filer can be customized to accept files from several locations for your company's convenience, such as email, fax, or a directory of files from your system. It can also deliver files to and from EZ Doc Filer via email, fax or have the documents posted to the web. Electronic Document Management is the efficient method of using your computer and network to control the workflow of all official documents, including how and when documents are created, reviewed, published, utilized, revised, and destroyed. The document management system will not only store your documents but will also provide you with easy and secure access, whether it be from your main office workstation, your home office, etc.

Serve customers better from day one. The simplest software for powerful customer management. Fast installation: you'll be up and running in minutes. Identify risks and upsell opportunities. Build multiple health profiles that align the customer journey from onboarding to renewal. All your customer lists in one place. No more searching customer data in spreadsheets or Salesforce account lists. We’ll integrate with your entire tech stack to make customer segmentation dead simple. Catalyst at its core is built for the customer success manager. All of our workflow features strip out the tedious aspects of day-to-day customer management such as updating Salesforce fields and logging calls & meetings. Whether you are a Customer Success Manager, Sales Executive, or a CEO, Catalyst can help your workflow!