AGILITY Docman

Transform your business operations with AGILITY Docman, the ultimate suite of tools designed to enhance project management, client relations, and document handling. Built specifically for small businesses, AGILITY offers innovative features and functions that streamline workflows and increase productivity. Efficient Project Management Stay on top of your projects with ease, from initial planning to final delivery. AGILITY allows for seamless coordination and collaboration within your team, keeping everyone aligned and on track. Task Management Made Simple Break down projects into manageable tasks and assign them to team members, easily tracking progress and updating statuses. Keep your team focused and efficient with AGILITY's task management solutions. Integrated Calendar and Scheduling Never miss a deadline again with AGILITY's integrated calendar. Keep track of upcoming tasks and milestones, ensuring timely project completion. Enhanced Client Engagement Build stronger relationships with clients through AGILITY's suite of communication tools. Stay connected and address their needs promptly through SMS messages, emails, and more. Streamlined Communications Facilitate seamless internal and external communications with AGILITY's built-in tools. From email to real-time notifications and meetings, stay organized and connected. You can even sync with your Google Calendar. Personalized Client Portal and Ticketing System Offer clients transparency and direct support with a dedicated portal for service requests. Easily assign tickets to team members for efficient task delegation, building trust and satisfaction. Secure Document Management AGILITY's secure document management system allows for organized storage and sharing of critical project documents. Ensure the right people have access to the right information at the right time. Automated Project Billing Streamline your financial operations with AGILITY's integrated project billing software. Generate, send, and track invoices with ease, and even integrate with Quickbooks for additional convenience. Efficient Time Tracking Keep projects on budget with detailed timesheets that track employee hours against tasks and projects. AGILITY makes it easy to manage and monitor project costs. Secure Customer Database Manage customer information securely and efficiently with AGILITY's customizable access controls. Protect sensitive data and ensure confidentiality. Flexible Contact Management Easily manage contacts and their roles across projects and teams with AGILITY. Keep information up-to-date and organized. Customizable User Roles Control access and permissions with AGILITY to ensure team members have the right tools and information they need to succeed. Stay in control while maximizing efficiency within your team.