Special portal for your lead clients, clients/service provider relations totally customized for your own business.

CSPex Efficiency Through Simplicity

MAIN CONCEPT

• Centralize communication between the service provider and the client
  

• Live Chat
• Ticketing System
• Capture complete emails into Messaging System (Enterprise Version Only)
  

• Centralize documents sharing and tracking through my cloud

• Archive and sharing legal documents (eg password, identity, agreements)
• Ability to fill periodic files and generate pdf formats
• Ability to e-sign documents (Enterprise Version Only)
• Ability to track and notify expired documents

• Centralize multiple systems
  

• Integration with Accounting System (Xero)
• Integration with AML System (InScope)
• Integration with Risk Assessment (JRA)
• Integration with Payment Systems (Stripe)
• Integration with Banking Systems (WAMO) (Enterprise Version Only)
• Integration with Mail Servers (Enterprise Version Only)

• Clients Portal
  

• View and track services with the Services Provider
• Upload and download your own documents
• Access to multiple entities via relation with a single account.
• View and pay bills online
• View and track historical data, documentation, and communication with the service provider

AIM

• Reduce non-billable resources
• Transparency
• Quality & Control
• Reporting
• Scalability
• New opportunities
• High efficiency; avoid double entry, allow clients to contribute, bird-eye view complete activity
• Strong reporting through Power BI (Enterprise Version Only)

To download our brochure click here

To download our full presentation click here

For further information you can directly Send email