Without WorkFlox
- Dedicating huge chunk of time to keep track of client documents on mail.
- 15-20 % of your time is taken by document retrieval during peer reviews and assessments.
- After sale service takes 15-20% of your time, ex- document sharing.
With WorkFlox
- Client can login and directly upload all the project related documents himself.
- Save 15-20 % of document retrieval time during peer review and assessment.
- Save 15-20% of your time by doing it all in single click.
Without WorkFlox
- Internal communications i.e. verbal or on e-mail are either lost or their retrieval is time consuming.
- Receiving number of client’s calls seeking project status.
- 25-30% time is taken by checker in compiling data.
- Sending internal and client reminders eats 10% of your precious time.
With WorkFlox
- Access all the Internal communications anytime with one login.
- Client can login and view status on their own.
- Save 25-30% of time, no extra efforts in compiling data.
- Save 10% time and send all reminders in ONE CLICK.
Without WorkFlox
- Missing out on projects due to large volume?
- Finding it hard to keep a track on approval processes?
- Tired of briefing everything every time whenever a new personnel walks in?
With WorkFlox
- Recurring Project manager reminds you to not to miss out on any project.
- Set Pre-defined approvals and let system track all project approvals.
- Define standard operating procedure for every project once for all and let staff adhere same.
Without WorkFlox
- Dozens of laws and their compliances, GOD!! Monthly/quarterly/annually due dates can be hectic to manage.
- Tired of maintaining diaries for daily to do lists?
With WorkFlox
- Well-designed reminder cum compliance Calendar assists in setting and reminding all the due dates well in advance
- Calendar acts as daily reminder where You can set your priorities accordingly.
Our Modules
Project Manager
Create, Assign, Track and Complete project
Task Manager
Manage “What to Do” for each project
Due Date Manager
Know all due dates and upcoming due dates with Due Date Manager
Planner
Plan your day with our multi-purpose Calendar view planner
Client Manager
Assists in managing KYC details of all your clients
Client Login
Give access to your clients and Single and Entity client login
Dashboard
Get insights of your business with Dashboard.
Document Manager
Let the system automatically manage data of all your projects in a systematic manner
User Access
Control who can do what with USER Access ( User Access allows you to restrict the access by each employee)
Send reminders, Checklists, Status, Send Documents, all with just one click. ( Sending reminders, checklists, status, documents are just a matter of a click)
Checklist
Let system remember what documents are required for providing different services (let system remember what all documents are required for which service)
Queries
Talk to your clients and within the team from within the application (Communication with clients and internal staff is easy than never before)