MyDocSafe is proud to announce a release of an integration with Act! Premium (Desktop) . Newcastle upon Tyne and Bedford, UK — Act!, a leading customer relationship management (CRM) and marketing automation solution for small to medium-sized businesses, today announced an integration with MyDocSafe – an all-in-one document workflow and e-sign software. By integrating the […]
3 MyDocSafe features that help your real estate business run more efficiently
3 MyDocSafe features that help your real estate business run more efficiently Commercial real estate stands at something of a crossroads. The industry has undergone some significant changes in recent years, in terms of the impact of sectoral stress brought on by the pandemic, but also with regard to the evolution of client expectations, as […]
5 Tips For A Successful Client Onboarding Process
5 Tips For A Successful Client Onboarding Process The need to see new accounts securely and efficiently onboarded is an essential part of modern client-based business. As with any necessary business procedure that repeats regularly, the process of client onboarding should be optimised in every way possible. In this article, we’ll explore some of the […]
