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IntelliSafe® from Compass is a suite of innovative software applications designed to help sales and marketing professionals by streamlining management of sales documents, contracts, and proposals in a paperless environment. This powerful combination of applications enables sales and marketing organizations to manage contract documents throughout the most critical stage of the sales cycle: Closing the deal.

IntelliSafe Document Solutions

  • IntelliSafe Vault - IntelliSafe Vault provides a powerful server platform to securely store and retrieve electronic documents for review, exchange, and execution of legally binding electronic signatures. Store and manage original versions of sales documents, proposals, and contracts in a completely secure environment.
  • IntelliSafe Vault for Microsoft® Office - Adds the complete functionality of IntelliSafe for reviewing and electronically signing complex documents from within Microsoft Word.
  • IntelliSafe for Microsoft CRM - Attach original versions of sales contracts, service agreements, or support contracts to Microsoft CRM account records and maintain complete activity history within the Microsoft CRM contracts module. Integrated with IntelliSafe Vault, IntelliSafe for Microsoft CRM provides secure storage and retrieval of original sales and support contracts, along with complete activity history -- including legally binding electronic signatures.

Phone: 888.239.8515 • © 2007, Compass Technology. All Rights Reserved.