The Convoflo client-messaging solution enables file sharing and communication as easy as email, while being more secure and efficient. Additionally, it facilitates organizing and managing folders, signatures, and online payments, all on a single platform.
With Convoflo's secure spaces, everything is done to make your customers self-sufficient from the very first time they use them. A secure space is an encrypted communication tunnel offering client-messaging and an array of features, modules and possibilities to simplify your confidential data transfers.
The Convoflo and Equisoft Connect integration ensures that all communication and compliance records are centralized automatically. Every exchange made through Convoflo — whether documents or messages — is automatically stored within Connect, linked to the correct contact and placed in the appropriate location. This seamless automation provides full traceability of interactions and simplifies case management for optimal compliance.