Virtual Cabinet Overview

Virtual Cabinet transforms document management with its integrated software systems and client portal, catering to professionals, firms, and businesses. Its flexible, paperless office solution offers an intuitive approach to managing documents. Users benefit from seamless integration and powerful capabilities, ensuring efficient handling of critical information. This system supports a range of industries by providing a centralized platform for document storage, retrieval, and collaboration. With Virtual Cabinet, organizations can enhance their workflow, ensuring secure and organized document management. This solution is ideal for businesses seeking a reliable and flexible tool to manage their document needs effectively.

Use Cases

Customers recommend Sales Document Management, Workflow Management, Content Management, as the business use cases that they have been most satisfied with while using Virtual Cabinet.

Other use cases:

  • Collaboration
  • Communication Management
  • Contacts History
  • Rating And Review Management
  • Engaging And Following Up
  • Compliance & Governance
  • Products & Pricelist Management
See all use cases See less use cases

Business Priorities

Enhance Customer Relationships and Improve ROI are the most popular business priorities that customers and associates have achieved using Virtual Cabinet.

Other priorities:

  • Improve Internal Communications
  • Acquire Customers
  • Manage Risk
See all business priorities See less business priorities

Virtual Cabinet Use-Cases and Business Priorities: Customer Satisfaction Data

Virtual Cabinet's features include Recording, Personalization, Capture Email, etc. and Virtual Cabinet support capabilities include 24/7 Support, Email Support, Chat Support, etc. also Virtual Cabinet analytics capabilities include Custom Reports, and Analytics.

Reviews

"I believe Virtual Cabinet has paid for itself in increased productivity within the first 12 months of installation." - Darren Kelly

Virtual Cabinet offers document management software and a client portal. It is utilized by top professionals and businesses for efficient office tools.

Popular Business Setting

for Virtual Cabinet

Top Industries

  • Financial Services
  • Accounting
  • Hospitality

Popular in

  • Mid Market
  • Small Business
  • Enterprise

Virtual Cabinet is popular in Financial Services, Accounting, and Hospitality and is widely used by Mid Market, Small Business, and Enterprise.

Comprehensive Insights on Virtual Cabinet Use Cases

What makes Virtual Cabinet ideal for Sales Document Management?

How can Virtual Cabinet optimize your Workflow Management Workflow?

What solutions does Virtual Cabinet provide for Content Management?

Why is Virtual Cabinet the best choice for Collaboration?

What benefits does Virtual Cabinet offer for Communication Management?

13+ more Business Use Cases

13 buyers and buying teams have used Cuspera to assess how well Virtual Cabinet solved their business needs. Cuspera uses 772 insights from these buyers along with peer reviews, customer case studies, testimonials, expert blogs and vendor provided installation data to help you assess the fit for your specific business needs.

Customer Testimonials

CUSTOMERS TESTIMONIALS
Virtual Cabinet testimonial

Darren Kelly

Director

Illingworths
I believe Virtual Cabinet has paid for itself in increased productivity within the first 12 months of installation. Testimonial By Darren Kelly
Virtual Cabinet testimonial

Andy Manning

Director

LPi
We took a good look around the marketplace and it was Virtual Cabinet that stood out as offering the ideal solution. Testimonial By Andy Manning
Virtual Cabinet testimonial

Nathan Faraday

Paraplanner

metis wealth
We have been using the portal for 3.5 years now. People trust it. Testimonial By Nathan Faraday
CUSTOMERS TESTIMONIALS
Virtual Cabinet testimonial

Darren Kelly

Director

Illingworths
I believe Virtual Cabinet has paid for itself in increased productivity within the first 12 months of installation. Testimonial By Darren Kelly
Virtual Cabinet testimonial

Andy Manning

Director

LPi
We took a good look around the marketplace and it was Virtual Cabinet that stood out as offering the ideal solution. Testimonial By Andy Manning
Virtual Cabinet testimonial

Nathan Faraday

Paraplanner

metis wealth
We have been using the portal for 3.5 years now. People trust it. Testimonial By Nathan Faraday

Case Studies

Financial Services

CASE STUDY ReSolve

Virtual Cabinet helped ReSolve improve their document approval process. The company faced time constraints, inefficiencies, and IT infrastructure issues. Virtual Cabinet was chosen for its user-frien...dly layout and configuration. Staff use the Tasks feature to manage document approvals. The solution made the approval process faster and more efficient.

Read more →
Real Estate

CASE STUDY Strettons Chartered Surveyors

Virtual Cabinet helped Strettons Chartered Surveyors manage thousands of documents for a 100-person team. The company struggled with manual filing and email management. Virtual Cabinet automated docu...ment storage and made searching for files fast. The system integrated with TRAMPS property management software. Strettons now finds files in seconds and tracks all variables in one place. The solution improved compliance and productivity.

Read more →
Banking

CASE STUDY United Trust Bank

Virtual Cabinet helped United Trust Bank move to a new document management system. The bank needed a way to handle workflow and security issues with lots of paper from deposits and finance. Virtual C...abinet made it easy for staff to review files and reduced the need for paper storage. The migration was smooth and all staff now use the system. The document portal will help with secure communication and digital signatures. United Trust Bank is now more effective and manages costs better.

Read more →
Financial Services

CASE STUDY Seven Investment Management

Virtual Cabinet helped Seven Investment Management improve document management. The company needed a fast, easy-to-use system with strong search features. Virtual Cabinet made it easy to find client ...documents and manage access. The 150-person team quickly learned the new system. Staff now locate documents faster and use features like importing from Word, Excel, and email. The client portal and e-signature tools make document handling secure and simple.

Read more →
Real Estate

CASE STUDY Priory Estates

Virtual Cabinet helped Priory Estates manage 400 properties with less paper. The team used to spend hours finding documents. Now, they find files quickly with the quick search feature. The company sa...ved space equal to a double garage by removing filing cabinets. Staff are more productive and spend less time on paperwork. Priory Estates plans to use the Client Portal for secure document sharing.

Read more →
Accounting

CASE STUDY Richard J Smith & Co

Virtual Cabinet helped Richard J Smith & Co automate email filing. The firm struggled with too much paper and email correspondence. They chose Virtual Cabinet after seeing it at a conference and hear...ing strong recommendations. The automatic email capture feature now files emails to the correct client, saving staff time. The task functionality improved their review process and reduced manual filing. Staff now spend less time on paperwork and more time on important work.

Read more →

Frequently Asked Questions(FAQ)

for Virtual Cabinet

What is Virtual Cabinet?

Virtual Cabinet is a global provider of digital document management, task management, and electronic signature software. With Virtual Cabinet businesses of all sizes can intelligently capture and manage their entire document control process. Businesses can streamline information management, automate document-based business processes, and collaborate between employees, partners, and clients. Virtual Cabinet currently serves over 45,000 users worldwide.

Its is an enterprise content management solution that provides secure client communication, sharing files, and accepting electronic signatures to enable frictionless collaboration with anyone, anywhere, on any device.

Some of its features include powerful file searches, automatic email filing, Microsoft office plugins, automatic workflows, content collaboration, sharing files securely, upgrading email security, sending large files and more.

What is Virtual Cabinet used for?

Virtual Cabinet is mainly used by its customers to Enhance Customer Relationships and Improve ROI by Sales Document Management, Workflow Management and Content Management .

What are the top features of Virtual Cabinet?

Recording, Personalization and Capture email are some of the top features of Virtual Cabinet.

Who uses Virtual Cabinet?

Virtual Cabinet is used by Financial Services, Accounting and Hospitality among other industries.

What are Virtual Cabinet alternatives?

Intelligencebank DAM, Responsive (Formerly RFPIO), Hyland Governance and IntelligenceBank are popular alternatives for Virtual Cabinet.

Where is Virtual Cabinet located?

Virtual Cabinet is headquartered at Suite 8, The Works, Unity Campus.
lightning

Peers used Virtual Cabinet for sales document management and workflow management

Virtual Cabinet Features

  • Low
  • Medium
  • High
FEATURE RATINGS AND REVIEWS
Custom Reports

4.54/5 ★

Read Reviews (77)
Analytics

3.17/5 ★

Read Reviews (1)
CAPABILITIES RATINGS AND REVIEWS
Custom Reports

4.54/5 ★

Read Reviews (77)
Analytics

3.17/5 ★

Read Reviews (1)

Software Failure Risk Guidance

?

for Virtual Cabinet

Overall Risk Meter

Low Medium High

Top Failure Risks for Virtual Cabinet

Virtual Cabinet Profile

Company Name

Virtual Cabinet

Company Website

http://www.virtualcabinet.com/

HQ Location

Suite 8, The Works, Unity Campus

Employees

11-50

Social

Facebook Linkedin Twitter

Financials

PRIVATE