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iChannel Products

Check out our various products that make up the iChannel software

Do ent Management

Imagine everything you need to know about each client in one view

Do ent Management

How to Effectively Manage your Do ents in iChannel

Do ent Management

Where All of Your Data Comes Together

iChannel provides the single pane of gl from which users can view and access do ents from anywhere at any time. iChannel provides the company with standardization, version controls and the ability to administer retention policy.

Workflow Management

Seamlessly track and manage current projects and never miss a deadline again

Workflow Management

Never Miss Another Deadline

Imagine that you could quickly retrieve and monitor progress on every project, every deadline, and every igned workload within your organization; iChannel makes that a reality. View project progress on one screen and utilize team resources efficiently.

IChannel CRM Solution

Connect with your clients and prospects quickly and effectively with our CRM solution

Connect with Your Clients and Prospects Quickly

iChannel CRM is unique in that it truly gives you a total view of a client with insight into do ents, emails and projects. The iChannel customer relationship management (CRM) tool provides your organization with a central contact management database allowing you to efficiently manage contact information and interactions you have with those companies. iChannel's advanced CRM allows you to provide better service and improve communications with your customers. The iChannel tool frees up your employees’ time spent on mundane data entry tasks and allows them to focus on important relationship building activities with clients and prospects.

Client Portals

Provide better service, improve accuracy and never miss another deadline again with iChannel's Client Portal

Client Portals

Simplify Secure File Sharing

iChannel's Portal integrates with your system to help your staff better serve your customers. Your clients will visit a secure, easy to access Portal that allows them to submit, and update do ents against your list of requests. A convenient Dashboard will display the status of each request making it easier for clients to submit the do ents that you require to get your job done.