Features

Everything Your Business Needs, Integrated

Dragonfly is a powerful cloud-based service that allows you to create anything from simple to complex applications for businesses of all sizes in all industries. Dragonfly includes a scalable data warehouse, document management, as well as relational databases to track any information, fast document searches, and more all in one application.

Your company can easily configure Dragonfly to be used for your CRM, Project Management, Service Management, Document Management and just about any other tool your company needs to operate more efficiently. And the information is all in one application!

Team using Dragonfly’s integrated business software features for document and data management across departments.
All Your Business Data in One Place

Here are some examples of features by type of use

Dragonfly information management software's features streamlining CRM, customer data, and opportunity tracking for teams.
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Manufacturer representatives sales software metrics

CRM

  • Access Controls/Permissions

  • Contact Management

  • Customer History

  • Lead Management

  • Opportunity Management
  • Reminders

  • Sales Document Templates

  • Store Quotes, Orders, Invoice documents

  • Task Management

Project Management

  • Access Controls/Permissions

  • Client Portal

  • Collaboration Tools

  • Commenting/Notes

  • Document Management

  • File Sharing made easy

  • Issue Management

  • Multiple Projects

  • Project Planning

  • Store Quotes, POs, SOW, Spreadsheets

  • Task Management

  • Templates

Service Management

  • Activity Tracking

  • Billing and Invoicing document storage

  • Contacts

  • Contract document storage

  • Service form templates

  • Scheduling tasks

  • Service History

  • Task Management

  • Quotes/Estimate documents

  • Work Orders

Document Management

  • Access Controls/Permissions

  • Collaboration Tools

  • Commenting/Notes

  • Customizable Templates

  • Document Classification

  • Document Generation

  • Document Cloud Storage

  • Drag & Drop

  • File History/Recovery

  • File Sharing

  • Search/Filter

  • Secure Data Storage

  • SSL Security

  • Version Control

Access Your Information Anytime

Yes, you can configure Dragonfly to do any of this and more because the database is customizable by you to store important data and essential documents that are needed for your business operations. And because Dragonfly is web-based, your team can quickly and securely access information anytime, anywhere, for ultimate business flexibility and efficiency.

Access secure business data from anywhere using Dragonfly’s flexible information platform and features for teams.
Dragonfly’s cloud-based data and task management platform

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