Suralink
Suralink
Over Suralink
Suralink is een cloudgebaseerde workflowbeheeroplossing die is ontworpen om boekhoudbedrijven te helpen processen te stroomlijnen met betrekking tot het beheren van PBC-lijsten (Provided By Client), auditing, documentoverdracht en meer. Het platform wordt geleverd met functionaliteit voor slepen en neerzetten waarmee gebruikers bestanden kunnen toevoegen aan de PBC-lijsten en deze kunnen koppelen aan klantverzoeken.
Suralink bevat een trackingmodule waarmee beheerders klantverzoeken in realtime kunnen volgen en teaminteracties tussen documenten kunnen volgen. De oplossing biedt tal van functies, zoals aanpasbare sjablonen, gegevens importeren en exporteren, opschorten, onmiddellijke updates, goedkeuringsworkflows, auditsporen, meldingen en meer. Met het gecentraliseerde dashboard kunnen managers ook klantbetrokkenheid beoordelen en het verzamelen van documenten in realtime beheren.
Met Suralink kunnen organisaties gepersonaliseerde subdomeinen met aangepaste namen en logo's creëren, terwijl beheerders met de communicatiemodule opmerkingen kunnen toevoegen aan klantverzoeken. Bovendien kunnen gebruikers met het ingebouwde veilige documentuitwisselingssysteem versleutelde documenten opslaan en geautomatiseerde back-ups plannen.
Afbeeldingen
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Beginprijs
Prijsopties
Functies
Integraties
Gebruiksgemak
Prijs-kwaliteitverhouding
Klantenservice
Alternatieven
Doc.It Suite
TeamMate+ Audit
Microsoft SharePoint
Microsoft Excel
Reviews
Heb je Suralink al?
Softwarekopers hebben je hulp nodig! Productreviews helpen anderen om goede beslissingen te nemen.
- Sector: Administratie
- Bedrijfsgrootte: 1.001-5.000 werknemers
- Dagelijks 2+ jaar lang gebruikt
-
Bron van de reviewer
Totaalscore
- Prijs-kwaliteitverhouding
- Gebruiksgemak
- Klantenondersteuning
- Waarschijnlijkheid van aanbeveling 10.0 /10
One of the best Provided By Client documentation system
Beoordeeld op 19-2-2020
The benefit is that Suralink provides the absolute best environment for users of any technical...
The benefit is that Suralink provides the absolute best environment for users of any technical level to be able to use. As a PBC system, it works well to keep both the client and the users informed when new material is needed or has been uploaded.
Pluspunten
Suralink provides a very quick and easy to understand documentation provision system. You setup your users, and can assign clients to those users, along with the applicable information needed for contact points at the client. Not only does the user see what is still needed for the work to be performed, but the client is able to understand completely what is still needed. Reports are made available via email to the client so they can visually see how much data is required. As a provided by client system, it is one of the best.
Minpunten
There needs to be one more level of security to allow users to just be users without having to assign all as manager level, so that client assignments can be more restrictive. Depending on use, you may have to assign users as managers instead of just staff so they can see multiple clients at a time.
- Sector: Administratie
- Bedrijfsgrootte: 11-50 werknemers
- Dagelijks 2+ jaar lang gebruikt
-
Bron van de reviewer
Totaalscore
- Prijs-kwaliteitverhouding
- Gebruiksgemak
- Klantenondersteuning
- Waarschijnlijkheid van aanbeveling 10.0 /10
Suralink Review
Beoordeeld op 18-2-2020
Pluspunten
The software overall has been useful for organization purposes and tracking requests better. We like that we are able to import and export our client assistance request list which makes it extremely portable and easy to revise, tailor into outstanding items lists, etc. Being able to link files to requests has been helpful because the client does not always name files that are intuitive.
Minpunten
1) Better onboarding for clients specifically in regards to their notifications. We often have to email our clients for them to know that information has been added/changed, etc. within Suralink. Their set-up does not seem to be intuitive.
2) Possible additional use of colors to quickly identify changes or new items to requests, particularly if those requests had been previously marked accepted. (Sometimes our clients inadvertently upload additional information to completed requests.)
3) In relation to #2, the timeline is useful but sometimes overwhelming, particularly on bigger jobs. It would be helpful if we could clear the timeline of processed items to only see new notifications. We realize you can mark them as processed, etc.; however, they still show up and that can be confusing.
- Sector: Administratie
- Bedrijfsgrootte: 51-200 werknemers
- Dagelijks 2+ jaar lang gebruikt
-
Bron van de reviewer
Totaalscore
- Prijs-kwaliteitverhouding
- Gebruiksgemak
- Klantenondersteuning
- Waarschijnlijkheid van aanbeveling 7.0 /10
Review
Beoordeeld op 17-2-2020
Pluspunten
Everything works well, sometimes need more time to load.
Minpunten
Sometimes I couldn't download the firm upload files
- Sector: Computer- en netwerkbeveiliging
- Bedrijfsgrootte: 201-500 werknemers
- Dagelijks 2+ jaar lang gebruikt
-
Bron van de reviewer
Totaalscore
- Gebruiksgemak
- Klantenondersteuning
- Waarschijnlijkheid van aanbeveling 10.0 /10
Suralink experience
Beoordeeld op 17-2-2020
My overall experience has been great. The people I have talked with via the live chat support...
My overall experience has been great. The people I have talked with via the live chat support channel have been very responsive and pleasant. They are "real people" - meaning they don't express false empathy by repeating the problem a customer says in their empathetic response. It may not be "false empathy", but this is a very common mode of operation for customer support interaction. Example: I am having problems with XYZ feature. Support response: I'm sorry you are having a problem with XYZ feature... I just want to talk with a real person who is not bound by scripted responses. Suralink support has always been awesome!
Pluspunten
This software is very customizable and can easily be adapted for any use.
Minpunten
There have been some features that have not functioned as well as they should. Or rather functions that have not functioned in a way that fits the feature model we use at our company, so I can't say that such features were not as intended by Suralink development. What has come of these instances is that I have passed along things like this to customer support and they have addressed the request in a very responsive manner.
- Sector: Financiële dienstverlening
- Bedrijfsgrootte: 51-200 werknemers
- Dagelijks 2+ jaar lang gebruikt
-
Bron van de reviewer
Totaalscore
- Prijs-kwaliteitverhouding
- Gebruiksgemak
- Waarschijnlijkheid van aanbeveling 10.0 /10
The Best Client Portal Option
Beoordeeld op 7-2-2020
Client's love how they can pick up with Suralink and use it as one comprehensive list of outstanding...
Client's love how they can pick up with Suralink and use it as one comprehensive list of outstanding items, it has the reports from the PY, a trail of comments discussing items, and has saved time on engagements by streamlining the flow of documents and information. I believe that the benefit is not only a time save for the firm and the client, but preserves a level of mental sanity and improves the quality of the work environment.
Pluspunten
Suralink is very easy to navigate even for a first time user. I have never had a client who had a negative experience with Suralink. Every client we have introduced to Suralink enjoys it or loves it. Dragging documents and creating requests are super intuitive. Just drag and drop. It leaves time stamps and allows for comment threads that are super helpful from year to year.
Minpunten
What I like least... If there was a way to scroll over a document and see a preview that would be the only thing I can think of.
Suralink - Veelgestelde vragen
Hieronder zie je enkele veelgestelde vragen over Suralink.V. Welke prijsmodellen heeft Suralink te bieden?
Suralink kent de volgende prijsmodellen:
- Vanaf: US$ 29,00/maand
- Prijsmodel: Abonnement
- Gratis proef: Niet beschikbaar
V. Wat zijn de typische gebruikers van Suralink?
Suralink heeft de volgende typische klanten:
Zelfstandig ondernemer, 2-10, 11-50, 51-200, 201-500, 501-1.000, 1.001-5.000
V. Welke talen worden door Suralink ondersteund?
Suralink ondersteunt de volgende talen:
Engels
V. Biedt Suralink ondersteuning voor mobiele apparaten?
Suralink ondersteunt de volgende apparaten:
V. Met welke andere apps kan Suralink worden geïntegreerd?
We hebben geen informatie over welke integraties Suralink kent
V. Welke mate van ondersteuning heeft Suralink te bieden?
Suralink biedt de volgende ondersteuningsopties:
E-mail/helpdesk, Veelgestelde vragen/forum, Kennisbank, Telefonische ondersteuning, Chatten
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