We have developed a unique platform for data centralization and task management. We offer digitalization and automation of your administrative tasks to free up time for your teams and minimize potential errors.
Our solution also promotes collaborative work by centralizing information, while enabling managers to have an overview of ongoing tasks. Your clients also benefit from their dedicated portal to upload and review relevant documents.
Built on Microsoft technologies, our software is designed to be customizable according to your needs.
Quickly find and select clients with ease, edit
legal info on the fly, and keep contacts
organized. Customize staffing roles to
perfectly fit your team, all while syncing
effortlessly with your existing CRM for
seamless access.
Stay ahead with real-time visibility of key
events, giving both your team and clients a
clear view of what matters most — all in one
place.
This module allows you to create and oversee tasks. As a team leader, you can delegate tasks to members, track progress, and maintain history over specific periods or accounts.
By pushing task automation further, D360 can autonomously generate tasks and assign them to appropriate users. This means that recurring tasks, such as onboarding processes or billing, can be set up and assigned almost instantly.
Effortlessly filter and prioritize incoming files
in the centralized mailroom—never lose track
of a document again. Instantly create tasks
and link them to relevant documents, while
enjoying lightning-fast navigation and easy
metadata editing.
Preview files in most formats, use powerful
full-text search, and seamlessly organize
documents across multiple client folders.
Stay productive anywhere with offline access
via OneDrive and stay ahead with dynamic file
plans that include IBAN and participations.
Click on the icons to discover more.
D360 is constantly evolving, and we provide custom development if needed. Even if a module doesn’t exist yet, we can design it to your specifications. Current subscribers can also benefit from expert support hours for the development of specific modules.
Seamlessly integrate your existing tools into D360, enhancing efficiency and collaboration. No need to juggle multiple platforms; our solution brings everything together, simplifying your workflow and maximizing your productivity.
Mathieu Villaume – CEO of Azur & Partners
