Customer Management
- Keep track of your customers, leads and accounts with leading SuiteCRM software
- Access your Webrecs documents directly from your accounts and contacts
- Synchronise your customer data with other systems through our custom modules
1. Track calls, leads, accounts, meetings and opportunities within chosen dashlets on main dashboard.
2. Track your overall company growth through our Charts and Graphs dashlets on your dashboard.
3. Strategise your geographical target areas for client acquisition, offices and factories using our Map Markers/Areas dashlets.
4. Monitor your activity feed to see what has been updated.
5. Access your document management system directly within your CRM system, filter by document type and subtype through our DMS/CRM integration.
6. Send emails directly to customers using custom email templates and connecting through our SMTP server.
7. Import files and contacts from vCard and other templates.
8. Track everything on your CRM calendar, and integrate with other online calendars.
Document Management
- Manage all business documents with our leading open-source and custom solutions
- Eliminate misfiling, lost documents and folder sprawl with our unique auto-filing system.
- Collaborate with multiple entities such as clients, funds and projects
1. Monitor multiple documents and 3rd party applications within dashlets on your dashboard.
2. Create standalone sites for clients, funds and internal/external projects to store related documents in separate systems and collaborate with unlimited stakeholders/users.
3. Search for documents easily using advanced search functionality by content (free-text search by keyword within document content) and document properties.
4. Set cascading document properties for each document by type and subtype allowing pre-configured scripts to rehome documents automatically.
5. Drag and drop files into your document repository browser to update files.
6. Control the access level for internal and external users within your document management system and multiple project sites.
7. Import and export files easily to and from other cloud storage applications such as Dropbox, Google Drive and OneDrive.
8. Batch data keying interface allows fast data-entry for multiple documents.
Secure Cloud
- Insure your documents with full electronic document regulation compliance through our unique Relocatable User Backup (RUB) facility
- Customize your cloud software through our add-on services to suit your unique business needs
- Integrate with many 3rd party software solutions such as Xero, Class, Jira, Confluence, Dropbox and OneDrive
1. Backup all the system files in your cloud with audit trails and documentation history into your RUB file, and restore everything to a computer if anything happens.
2. Comply with electronic document regulations and use your documents legally in court.
3. Customize how your system works on the server and client side, as well as create colour themes unique for your business through our add-on services and templating technology.
4. Access and connect to other business software like Xero, Class and Jira on your Webrecs dashboard through our 3rd party integrations.
5. Access and contribute to our company wiki to get the latest crowdsourced updates on the cloud technology that you and your business stakeholders will be using.
We work with leading companies across multiple industries.
"Webrecs is central to the digitization and secure management of documents for over 3000 funds" - Meg Heffron, Head of Customer of Heffron SMSF Solutions
"The Webrecs RUB facility is a crucial piece of our medical research compliance and the collaboration capabilities provide for secure datarooms" - Dr Robert Daniels, CEO of Elastagen
Webrecs Xero Plugin
Xero is easy to use online accounting software that's designed specifically for small businesses. http://xero.com
The Webrecs - Xero integration allows you to :
- Key invoices easily and quickly from online documents
- Automatically use Xero contacts, chart of accounts and tracking codes
- Upload seamlessly to Xero awaiting approval
- Access the invoice document directly from Xero
- Save Xero reports to Webrecs
- CHECK OUT A QUICK VIDEO
Easy integration with Xero
Webrecs actiTIME Integration
actiTIME is a web-based timesheet system for companies of any size and any business type
http://www.actitime.com/
The Webrecs - actiTIME integration gives you :
- Seamless login from your Webrecs dashboard
- Backups of your timesheet data as well as your documents
- Secure Web access to actiTIME for all users
- An actiTIME dashlet on your Webrecs dashboard
Manage time together with documents
Webrecs Class Plugin
Class is a cloud-based SMSF accounting system. http://classsuper.com.au
The Webrecs - Class integration provides :
- Transparent login from Webrecs to Class
- Display of Class Dashboard and/or Fundweb in Webrecs dashlets
- Optional access for trustees and/or advisers
- Data keying from online documents directly into Class (rollovers, contributions, dividends, investments etc)
- Storage of and controlled access to all SMSF documents
- Background synchronisation of all SMSF entity data between Class and Webrecs CRM including fund, trustee, member, auditor, accountant and adviser.
Single sign-on SMSF dashlets
Webrecs Confluence Integration
Confluence is popular Wiki software by Atlassian.
http://www.atlassian.com
The Webrecs - Wordpress integration gives you :
- Seamless login from your Webrecs dashboard
- Backups of your Wiki data as well as your documents
- Secure Web access to Confluence for all users
- A Confluence dashlet on your Webrecs dashboard
Host your Wiki as well as documents
Webrecs Drupal Integration
Drupal is a major open source Web Content managment system
http://drupal.com/
The Webrecs - Drupal integration gives you :
- Seamless login to Drupal from your Webrecs dashboard
- Backups of your Web content as well as your documents
- Your Web site hosted in your subscription **
- A Drupal dashlet on your Webrecs dashboard
* Conditions apply
Manage your website with your documents
Webrecs Google Docs Plugin
Google Docs is a Google web platform allowing editing and sharing of files between Google users. The coolest thing about it is that Word, Excel and Powerpoint documents can be viewed and edited in the browser.
The Webrecs - Wordpress integration gives you :
- Check out Word, Excel and Powerpoint documents into Google docs
- Edit these documents and collaborate on them directly in Google docs (no Miscrosoft required)
- Check them back in when finished
* Note: There are limitations on the complexity of documents which can be rendered eg. macros in Excel and some advanced formatting options across the board.
Easy editing of Word, Excel and Powerpoint
Webrecs Jira Integration
Jira is the world's leading issue-tracking software by Atlassian
http://www.atlassian.com/
The Webrecs - Jira integration gives you :
- Seamless login from your Webrecs dashboard
- Backups of your issue-tracking data as well as your documents
- Secure Web access to Jira for all users
- A Jira dashlet on your Webrecs dashboard
Host your issues together with documents
Webrecs Wordpress Plugin
Wordpress is a major open source Web Content managment system
http://wordpress.com/
The Webrecs - Wordpress integration gives you :
- Seamless login to Wordpress from your Webrecs dashboard
- Backups of your Web content as well as your documents
- Your Web site hosted in your subscription **
- A Wordpress dashlet on your Webrecs dashboard
* Conditions apply
Manage your website with your documents
Webrecs Shared Drive Integration
Dropbox, Google Drive and OneDrive are file hosting services which provide background desktop synchronisation
http://www.dropbox.com/
https://www.google.com.au/drive/
https://onedrive.live.com/about/en-us/
The Webrecs - Shared Drive integration gives you :
- Seamless integration between the document storage of Webrecs and the shared drive
- Push and pull documents between Webrecs and the shared drive with a click of a button
- Single "source of the truth" - no chance of accidental deletion or corruption
- Efficient versioning - Webrecs files will only be updated if changes have been made
- Controlled sharing of individual entities / clients / folders - unshare when the project / task / engagement is complete
- The strong background sync capabilites of the shared-drive systems with the feature-rich, secure and compliant Webrecs system
Sync your documents with desktop storage seamlessly
Webrecs Zapier Integration
Zapier is a powerful integration platform which lets you transfer data to and from different Cloud applications based on event triggers eg. new document created, new customer added etc.
http://www.zapier.com/
The Webrecs - Zapier integration gives you :
- Webrecs triggers on documents, entities and CRM actions
- Webrecs actions to be performed based on arbitrary triggers from other Cloud software
- Ability to customise without coding
Integrate with other Cloud software
