• Data is stored in folders which reflect the company’s existing filing system and is easy to navigate.
  • Images and outlook files are stored in the database and the original file can not be changed.
  • Changes that have been made to an image will be saved as a version of the original.
  • User rights, accessibility and functionality can be controlled in the database by an administrator.
  • All files stored in the database have full audit trails of user activity.
  • organiseit can draw information from third party CRM’s enabling seamless integration with any Windows based program.
  • Data can be retrieved in an instant by identifying and highlighting certain keywords in the CRM i.e. Policy number, Invoice number, etc.
  • All files inside the organiseit database can be printed, faxed or emailed directly.
  • A central database in the main office can be easily accessed from regional offices and their data can be scanned and stored in the company’s central database.
  • organiseit allows your company to have all data located in one area and can be custom tailored to suit your business.
  • organiseit stores the data/files in SQL database and the native format (i.e. Word, Excel, Outlook etc.) of the file is retained.