Your Local Business Technology Partners. Payment Processing, Website Development, SEO, & IT Management.
Dynamic Intelligence's SIM Software is an all-in-one software package that includes your secure branded client portal software, invoicing with payment processing, automated billing, e-signature, project management, and much more!
SIM Software by Dynamic Intelligence is meant to Streamline, Innovate, and Manage your business. That's why we put it in the name. SIM Software is your all-in-one solution for a fully branded client portal software, strong project management tools, intuitive billing package with expense tracking, payment integration, document preparing with e-signature, secure file transfer, and much more. Our proprietary software is meant to streamline your business and help you grow while managing your day-to-day operations.
Create an intranet for your company and staff for secure communication between one another, share files and notes, integrate your calendars, comprehensive project management tools, full CRM capabilities for managing your clients, completely branded client portal for your customers to view and pay their invoices while transferring secure documents back and forth to capture signatures.
This replaces your bookkeeping software, your CRM, DocuSign, and much more cutting down on your software costs while integrating everything together under one roof to help your business get to the level it should be.
Dynamic Intelligence strives to be your full service technology partner. We handle your technology so you can focus on operating your business. We offer an entire suite of technology products and services to keep your business running smoothly.
Dynamic Intelligence's Business Technology Solutions
Dynamic Intelligence strives to be your full service technology partner. We handle your technology so you can focus on operating your business. We offer an entire suite of technology products and services to keep your business running smoothly.
Automated CRM
Complete Client Management: Experience the suite within SIM Software to manage your clients all in one place. You can organize and automate tasks and communication to your clients within the software.
Secure Portals
Customize and wow your customers with a client portal experience with your URL, your logo, your colors. Your clients and staff will access your portal with a custom URL of your choosing, login, and have access to what their privileges are set to on a per client basis, per company, or for your staff. Complete software package.
Powerful Scheduling
Have each member of your team create their own standalone booking page or embed it into your website. Have your staff and clients create appointments inside your portal for easy management. Trigger follow-up emails and automate tasks.
Support Tickets
Easily manage and track support requests. Have your clients submit a support request directly from their customer portal. Have your staff create a support ticket within their portal. Automate an email to create a support ticket. Keep it simple and automate this process.
Secure File & Document Sharing
Securely store documents within your client's account. Share documents with your client, and share documents with your team. Create an intranet within your organization for your company. Need a file from a client that has sensitive information? Don't send it through unencrypted email, upload it to their client portal and access the file in a secure fashion.
Client Onboarding
Take control of your onboarding process with your prospects, leads, and clients. Create a journey for them to follow. Have a standalone form for them to fill out or embed it into your website, have them fill out a form and kickoff their onboarding process. Set the automations to do the work while you sit back and do what makes you money.
Powerful Billing
Complete solution for sending invoices and receiving payments directly in the portal, including a full featured subscription and membership billing platform. Automate your billing each month, and more importantly - Automate your payment collection so you get paid faster!
Document E-Signing
Forget your old way of doing things, or paying for your subscription for another document signing service. Create documents and contracts within the software and send to clients for approval and signatures. Secure, track views, IP addresses, and signature time/date via a structured audit trail in both the platform and within the PDF comping with a confirmation page.
Projects
Manage your team and keep your clients updated and involved in each project. Simplify your project management with a built in Kanban view, drag and drop tasks between stages. Giving you a clear visual of progress and potential roadblocks to keep you ahead of the curve.
Email Marketing
Create email templates for your clients and send out updates or promotions in bulk to your clients. Create a schedule and automate the process to save time. Email marketing made easy!
For more information on Dynamic Intelligence's SIM Software, click on the link for more information and to be taken to SIM Software's dedicated webpage.
Get started today with Dynamic Intelligence's SIM Software to streamline your business and put your company on the map by wowing your clients with the built in client portal, fast billing, seamless payment collection processes. All while saving you time and putting more money in your pocket each month. Get started today and book a free demo!
Dynamic Intelligence Web & IT Solutions offers Business Phone Solutions for your office. Have you thought about switching from your traditional phone system to a Voice Over IP (VoIP) phone system? The benefits with a digital phone system enable your business to readily be in constant contact with your customers with extensions, SMS messaging, hold music or hold advertisements, and in many cases we save you money compared to your traditional PSTN (Public Switched Telephone Network *analog phone system). Get in contact with one of our technology experts today to receive a free quote on your business phone system today!
Did You Know?
Let's face it, we are all guilty of it, texting is just more convenient today than any other form of communication. Receiving a text message from a recent place you visited to leave a review, or an appointment reminder, or an upcoming special, we are all much more likely to respond.
Let's get you in touch with your customer and enable business messaging for your customers with a new digital phone system from your technology experts at Dynamic Intelligence and boost your customer engagement to generate more revenue for your business. Have that big company feel with the small company compassion.
Enable a business phone system, with SMS enabled, together with Dynamic Intelligence's proprietary Customer Relationship Management Software solution and you will propel your business ahead of your competition with undoubtedly better customer engagement and automating your communication methods. Keeping your customer engaged and feeling welcome is what keeps them coming back for more and more.
According to Salesforce, 80% of customers say the experience is as important as its products or services.
What does that mean for you?
You need to concentrate on how you communicate with your customer just as much as you concentrate on delivering excellent service and/or products. Communication and customer engagement is key.
We have a tailored solution for you and your business to boost your customer engagement, automate some of the basic communication trends, and deliver an overall better experience for your customer, thus increasing your traffic and increasing your revenue. It's the little things in business that make a world of difference and stick with your customer so they keep coming back.
For example, look at the largest fast food restaurant chain, McDonald's, during the United States Interstate expansion, like many other chains, they put locations off exit ramps trying to lure travelers into their restaurant for a quick bite to eat. One of their major priorities was keeping their bathrooms clean and in pristine condition. I mean, who likes a dirty toilet when you need to go, right? Such a minor detail in the big scheme of things, but little details like that is what propels you ahead of your competition. 80% of customers say their experience is as important as the product or service. Increase your value with the little things, one of those being outstanding customer communication and customer engagement. Be better than your competition and contact us today to help put you on the path to success!
Contact Your Technology Expert Today!
Contact Your Technology Expert Today!
Let's Build Great Things Together
Stop throwing money down the drain each month and
for your business now!
Affordable Managed Security Service packages available to ensure PCI DSS compliance for your business.
Partner with us and start growing your local business today!
Schedule a meeting with one of our team members.
Helping SMB's get found online and unifying their business management tools under one roof. Your success is our success; we want to help you grow your business with a partnership for all of your payment processing and technology needs.
Talk To One Of Our Experts Today!
Stop throwing money down the drain each month and
for your business now!
*Affordable Managed Security Service packages available to ensure PCI DSS compliance for your business.
Partner with us and start growing your local business today!
Schedule a meeting with one of our team members.
Helping SMB's get found online and unifying their business management tools under one roof. Your success is our success; we want to help grow your business with a partnership for all of your payment processing and technology needs.
Talk To One of Our Experts Today!
Stop throwing money down
the drain each month and
for your business now!
Affordable Managed Security Service packages available to ensure PCI DSS compliance for your business.
Partner with us and start growing your local business today!
Schedule a meeting with one of our team members.
Helping SMB's get found online and unifying their business management tools under one roof. Your success is our success; we want to help grow your business with a partnership for all of your payment processing and technology needs.
Talk To One of Our Experts Today!
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Services & Practices
Cybersecurity
eCommerce & Retail
Existing System Takeovers
Hardware
IT Support
Managed Security Services
Marketing Services
Payment Processing Solutions
Physical Security Consulting
SEO Services
Website Design & Development
Wired & Wireless Networks
Dynamic Intelligence Web & IT Solutions, LLC. All Rights Reserved.
*These materials were prepared by CardConnect Dynamic Intelligence Web & IT Solutions, an independent sales agent for CardConnect, LLC. All trademarks, service marks, and trade names referenced in this material are the property of their respective owners. CardConnect, LLC is a registered ISO of Wells Fargo Bank, N.A., Concord, CA. CardConnect Dynamic Intelligence Web & IT Solutions is a certified reseller of the Clover® Solution. This web site is not an official page of the Clover Network Inc., First Data, its subsidiaries or affiliated businesses.
*These materials were prepared by CardConnect Dynamic Intelligence Web & IT Solutions, an independent sales agent for CardConnect, LLC. All trademarks, service marks, and trade names referenced in this material are the property of their respective owners. CardConnect, LLC is a registered ISO of Wells Fargo Bank, N.A., Concord, CA. CardConnect Dynamic Intelligence Web & IT Solutions is a certified reseller of the Clover® Solution. This web site is not an official page of the Clover Network Inc., First Data, its subsidiaries or affiliated businesses.
Dynamic Intelligence Web & IT Solutions, LLC. All Rights Reserved.
Dynamic Intelligence Web & IT Solutions, LLC. All Rights Reserved.
*These materials were prepared by CardConnect Dynamic Intelligence Web & IT Solutions, an independent sales agent for CardConnect, LLC. All trademarks, service marks, and trade names referenced in this material are the property of their respective owners. CardConnect, LLC is a registered ISO of Wells Fargo Bank, N.A., Concord, CA. CardConnect Dynamic Intelligence Web & IT Solutions is a certified reseller of the Clover® Solution. This web site is not an official page of the Clover Network Inc., First Data, its subsidiaries or affiliated businesses.