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Long emails don’t have to slow you down. Generate summaries of the key details and ensure your engagement records are ready for stakeholders and regulators.
Skip the hassle of manual data entry. Our AI analyzes email content to automatically populate communication record fields.
We'll suggest issues and topics from emails, giving you real insights without the clutter. It keeps records clean of silly redundancies and typos.
Duplicates are frustrating. We'll detect duplicates and keep your workflow efficient. With this feature, you can trust that your records are streamlined and free of clutter.
We will take the entire email thread and automatically create individual communication records. This keeps your history detailed, organized, and easy to follow conversations.
"It was great to work with another company that shares your values. The team is flexible, helpful, and easy to get in touch with. It's been extremely helpful using a platform that is straight forward and able to adapt to various reporting needs."
"It's reassuring to know that all our data is linked together at my fingertips when I need it. The team is a pleasure to work with and they made the process easy. I suggest using NetBenefit Software from the very first letter you send."
"I have been working with NetBenefit in the oil and gas industry for 8 years on a variety of projects, and the team is second to none. They are excellent communicators, provide timely responses to inquires, and work hard to accommodate their client's unique needs without hesitation. Their modules are easy to use and very intuitive as well."
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"Working with the NetBenefit team has been great. I was surprised by how quick and straightforward the set up was from the start. We were able to use the platform right away with our past records. The team is always quick to respond, hands-on, and helpful."
"It's important to track the progress on the goals we set. The framework and flexibility of the platform make it easy to do so. But, the level of support you all provide is fantastic. The team is dedicated, knowledgeable, and ready to go the extra mile. It's remarkable to me."
