Gestion d'informations et fichiers

A no-code solution to digitize all your needs related to operation and exchange information and files

Management

Digital classification of all your documents, unique storage of all your information, tracking of expenses and purchase invoices, timesheets, supplier directory, follow-up of contract, procedures and manuals, insurances...

Commercial and sourcing

Implementation visit reports for agents on the road, clients directories, managing customer requests and complaints, digital spreading of commercial support, management of technical sheets for products...

ADMINISTRATION

insurance monitoring, accident monitoring, archiving of meeting minutes, etc.

Human Resources

Tracking absences for staff, managing insurances and incidents, updating staff records.

Logistics

Digital spreading of documentation, tracking incidents or anomalies in a warehouse, dispatching of carriers, tracking equipment and manuals...

FINANCE

management of expense reports and purchase invoices, updating of tax / VAT files, monitoring of bank loans, management of subscriptions, etc.

A solution adapted to your sector

that you configure by yourself according to your needs

Retail and distribution

Allow depot or sales teams to capture or consult data and files on a mobile basis: cards, notes, photos, scans …

production

Automate your manual procedures in a few minutes and finish with notes and paper documents: security procedures, quality monitoring …

Logistics

Allow your carriers and receivers to transmit the trip logbook, the documents received from a mobile device / tablet.

An efficient and all-terrain method

To create structured forms and directories and take advantage of an innovative exchange system

To easily centralize contracts and track their next termination date as well as their terms in order to avoid being subject to automatic forced renewals.

To easily provide access to a file by equipment with its manual, copy of the purchase invoice, expiry of the warranty, the technician’s contact details. This information can be accessed via a QR-code written on each device.

To be informed, instantly and of any new incident. Through the form, each claim is listed by the teams from a mobile phone or PC and makes it possible to collect all the elements (declarations, photos, emails, etc.) in a single system and to transmit them to others if necessary.

To centralize the record of absences and avoid scattering requests and documents in your emails, Whatsapps or workbooks. The form makes it possible to detail his absence and to attach a medical certificate, if applicable.

To scan directly from a tablet or mobile phone all delivery notes and related details. The teams concerned are then notified in real time and consult in a structured manner any possible anomaly including photos and documents.

To structure the follow-up of appointments and centrally access / update the customer’s contact details, visit reports with related audio and photo notes.

To access / update / update a common directory of contacts specific to needs and accessible from a PC or GSM. File business cards, emails, other documents.

To efficiently manage insurance contracts, their premiums, their respective expiry dates and follow up on pending claims. Each card allows you to activate reminders, to consult the details of each insurance and to compare them in the form of tables.

To centralize and efficiently receive the monitoring of services within its teams or with external service providers.

To follow up on inventory anomalies and establish quality reports for teams or third-party suppliers.

To allow your customers or prospects to instantly have a digital copy of your printed matter for later use with, why not, direct access to a digital order form.

To create a secure directory of all logins and codes with URLs or copies of your bank cards.

To structure the taking of quotes and to centralize the customer’s contact details, notes, audio notes and related photos.

To effectively follow up on complaints and documents, avoid the back and forth of incomplete and unstructured emails. This will make it possible to objectify the causes of these complaints in order to identify the most urgent remedies to be provided.

To facilitate the updating, classification and monitoring of expenses by providing a form accessible on mobile for each expense by attaching a photo / scan of the proof of purchase.

To group all the subscriptions with their cost and their expiry date to regularly study their relevance.

Administrative, commercial, logistics, financial …

The Barn

Follow-up of deliveries

Learn how Plugnotes helped The Barn centralize the follow-up of their deliveries. Allowing their accounting team to easily set up a management control tool and save half a man day per week.

Quality reports

Find out how Kanigen uses Plugnotes to track quality reports throughout their production process: integrating checks, taking photos and sharing reports with customers.

Chehoma

Visits report

Find out how Chehoma implemented a tailor-made solution to obtain visiting reports from its agents around the world. Making them 35% more productive. Without any training or learning required.

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