CRM/Prospect
Yes, Notyfile is responsive for all formats.
Yes, if you want to switch to Notyfile, for example, we will help you transfer existing data.
A good CRM system helps you and frees up time. It makes it possible to work more efficiently and you can handle several deals and cases at the same time!
Account
It is always possible to upgrade or downgrade. Send an email to support@notyfile.se then we'll fix it!
You can create your own templates. When a user needs to send a document, with 1 button press, the document is filled out and ready to send via email or e-signature.
Our dashboard is really nice and clear. Here you can see, among other things, business won, orders, activities, results against budget, etc. Read more here.
Safety
Notyfile is GDPR compliant and stands up to the existing requirements. Read more here
We use GCP (Google Cloud Platform) for storage and server location. All your data is stored safely and securely. We make backups daily to secure your data.
The platform is role controlled at the user level. The default setting is that only admin users can export data from the account.
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