Got Questions? We’ve Got Answers!
Some questions about Dragonfly come up time and time again. To make things easier, we’ve compiled and answered the most frequently asked ones below.
Yes, Dragonfly provides the ability to share files with anyone that has an email address through a portal. This avoids back and forth emails when collaborating on documents and sharing information.
Yes, Dragonfly includes version control that automatically saves up to 5 past versions of documents as they are being edited.
Yes, Dragonfly offers robust search and filter capabilities. For example, you can search on a customer name, project number, date, person name.
Dragonfly provides comprehensive document management features better than OneDrive or Google Docs because documents can be saved in folders within Work types (the database). New Word and Excel documents can be created from templates. Other features include version control, drag-and-drop functionality, and document search/filter based on document meta data.
Yes, you can set up Word, Excel, and Powerpoint templates for any Work Type. This saves teams time creating new documents and avoids mistakes copying from other customer documents.
Yes, Dragonfly allows you to store contract/agreement documents and billing/invoicing documents so everyone servicing the customer can find the information they need to work most efficiently.
Yes, Dragonfly can be configured for service management, including activity tracking, scheduling, tickets, and work orders.
Yes, you can store any type of project-related documents, such as purchase orders (POs) and statements of work (SOWs). This helps for quick lookups of information so projects stay on track.
Yes, Dragonfly is perfect for file sharing and collaboration tools, including commenting and notes features. Tasks can also be assigned to team members and managed in Dragonfly.
Yes, Dragonfly can be configured to manage your list of projects in the database with features like Gantt/timeline view, task management, and document management.
Yes, Dragonfly can be used for lead and opportunity management. With Dragonfly’s API and a little programming in your website, you can push your website leads directly into Dragonfly. As you get information during the sales process, it can be saved in Dragonfly under the lead, then shared with the team when they convert to a customer.
Yes, Dragonfly allows you to store sales documents, including quotes, orders, and invoices. This lets sales share documents with service, accounting with sales and service, project managers with team.
Yes, Dragonfly can be configured as a CRM, offering features like contact management, lead management, quote management, and customer history. Unlike most CRMs, it can be configured with the data that meets your business best and also store documents and files such as templates, spreadsheets, and Word documents.
Dragonfly is a cloud-based application that allows businesses to organize their data in a customizable database with file and task management features that save work teams time creating, saving, and searching for information any time on any device. Businesses can use their CRM, project management, service management, and document management system customized for their unique business needs.
Dragonfly is versatile and can be used by businesses of all sizes and across all industries. Sales, distributors, professional services, manufacturers, service, contractors, and other types of businesses can use Dragonfly. It saves people time by being a central repository of Word, Excel, Powerpoint, PDF, and other files with tools that allow users to quickly find files by simply entering a customer name, or project name, quote number, or any other common search phrase. Every business needs a cloud database to hold their list of customers, projects, tasks, and product information.
Yes, Dragonfly is web-based, hosted on the secure AWS (Amazon Web Services) platform with the same secure infrastructure that Amazon uses with automated backup routines. This allows your team to access information with SSL security anytime, anywhere, on any device.
Yes, Dragonfly apps can be found on the Apple Store and Android Play Store, “Dragonfly Mobile” by PhaseAlpha.
Yes, Dragonfly’s database is customizable, allowing users with admin permissions to create apps (CRM, PM, Service, etc.), Work Types (customers, projects, tickets, leads, quotes, orders, etc), and fields (First Name, Company Name, Project Name, Project number, etc.) to store the specific data, documents, notes, tasks your business needs to run efficiently.