Paperless Online
Overview
About Paperless Online
Paperless Online is contact management software for businesses of all sizes and segments. The system offers document management, case management, contract management, records management, and reporting and analytics.
With Paperless Online users can create custom data fields for contact and staff records. The software has the ability to create custom forms, custom reporting, and custom printing. Users can assign tasks to staff members or employees, as well as anyone listed as a contact within the system. The contact management software integrates with DocuSign so that any documents or forms can be signed electronically and stored in the system’s records.
Reminders can be set to finish projects on time and there is a comments log for inter-user communication. The...
Paperless Online Pricing
$25 per user, per month.
Starting price:
$25.00 per month
Free trial:
Available
Free version:
Not Available
Most Helpful Reviews for Paperless Online
1 Review
Shelley
Used weekly for less than 6 months
Review Source: Capterra
This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
OVERALL RATING:
4
EASE OF USE
5
VALUE FOR MONEY
4
CUSTOMER SUPPORT
2
FUNCTIONALITY
4
Reviewed January 2018
I have helped set up this program and trained agents and admin users how to best utilize it.
PROS
I really like the ease of use and all of the video tutorials. They are not annoying or long, they are actually useful and show you step by step how to do things. I like the fact that there is no contract and that you can back up all your files easily.
CONSI don't like that the commission module has to be seen by all master admins, there should be a way to turn that off and on. The customer service has room for improvement too.