Product Tour

Imagine your admin, sales, project, and service teams being able to instantly find data and documents in the office or on the go.

Check out the main benefits of Dragonfly and then try it for yourself.

30-Day Free Trial

All Your Data in One Place

Save and organize your sales, project, service, admin, and other data in the configurable Dragonfly cloud database.

Easy Import your existing data
Customize data fields to save what’s needed
Attach documents to data records
Outlook Email attachments auto loaded
Share or restrict other user access
Microsoft Office integration

Product tour of Dragonfly showing centralized data management and team access tools

Dragonfly product tour highlighting fast file search and organization across projects and teams

Find Files Incredibly Fast

No more wasted time hunting for documents in emails and server folders.

Keyword search everything
Document metadata is searched
Documents are auto-linked to data such as customer, vendor, project, service, product records
Enter a customer or project name and BAM – you see the documents linked to that record

Live Views of Your Data

No more wasted time emailing static spreadsheets which become outdated or lost in Inboxes.

Customer, sales, project, service, product information is all up-to-date
Allows specified people to view/edit/update the data
Document version control built-in
Computer, laptop, phone, tablet all instantly up to date
See data in formats that make it easy – List, Card, Status, Gantt, and Scheduler view.

Product tour screenshot of Dragonfly’s real-time data views with visual dashboards and project tracking

Digital file storage shown in the Dragonfly product tour replacing paper documents and forms

Reduce or Eliminate Paper Files

Move away from inefficient paper files and file cabinets for today’s workforce.

Create, edit, and save Office documents inside Dragonfly
Easy Drag and drop files
Standardize by setting up custom default folders for different work types
Save web links for quick access to other online sources
Access files anywhere on any device
Ability to share files with customers and vendors
Files visible to authorized personnel anytime, anywhere.

Integrate Email Inbox

Configure Dragonfly to flag incoming emails with attachments and save them to the right folder so others can access it.

Gets copies of important document from Inboxes to link to customer, quote, project, etc. records
Eliminates time required to download, save as, and share emailed documents.
Great for Quote approvals, POs, Agreements, Project documents, etc.
Works with Outlook

Dragonfly product tour demonstrating integrated email inbox with synced files and customer data

Product tour of Dragonfly showing task scheduling and automated reminders for business productivity

Tasks and Reminders

Eliminate dropped passes and late responses. Assign tasks with due dates to yourself or others to make sure things get done on time.

Assign tasks to any work type – customer, quote, project, etc.
Delegate tasks to others with ease
Set Auto email reminders
Great for project steps, schedules, assigning service requests,
Better than delegating a task via email which gets lost in the Send and Inbox folders.

Eliminate tribal knowledge with Notes

Notes help document information that filters in over time from phone calls, emails, meetings about a customer, project, quote, or other work type.

Free form enter/view/editing
Phone calls
Paste text from emails
Optionally share a note with clients, consultants or vendors to collaborate
HelpDesk

Team collaboration tools in the Dragonfly product tour for capturing and organizing knowledge.

Dragonfly product tour displaying document templates to streamline workflow and standardization.

Standardize with Templates

Eliminate the many versions of Word, Excel, and PPT templates that are surely saved on individual computers in your office.

Easy to find all templates in one place
Everyone starting with the same standardized templates
Organized by Work Type
Easy to open, edit, save right inside a work type record
No wasted time finding the master template and saving it to the right record.
Eliminates users using outdated templates with potentially incorrect information.
Great for NDA, Agreements, Estimate spreadsheet, Quote document, Project templates, Service form,

Your Data, Secured and Safe

Dragonfly saves your data and files in the ultra-secure Amazon Web Services environment. Better than most SMB office networks.

AWS for Cloud Storage – provides SOC 2 compliance necessary for an enterprise solution
AES-256 Encryption at rest – if someone were able to gain access to storage, the files would be useless
AES-256 Encryption in transit – for someone peering into network traffic, the data cannot be decrypted and is unusable
CRC Checksum – ensures file transmission is error free between the client and cloud storage
Document Versioning – can keep prior versions of every document
Write Once, Read-Only Storage – eliminates malware and ransomware
Soft Deletes – ensures all files are recoverable
Redundant Storage – provides additional assurance of recoverability in case of a major disaster

Security features in the Dragonfly product tour ensuring safe storage of sensitive business data

Acquiring and Supporting Customers With Efficiency

There is so much efficiency your office can gain from using Dragonfly to complement the software you are already using.

Dragonfly can be your company’s CRM, Opportunity Tracker, Quote system, Project Management system, Service tracker, HelpDesk, Scheduling tool, Accounting sharing system. Whatever will help your company to be more efficient and effective at acquiring and supporting customers.