Virtual Cabinet Overview

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

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
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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 think the Client Portal is invaluable. The process of getting it up and running was very easy." - Carole Waghorne

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

How does Virtual Cabinet address your Sales Document Management Challenges?

How can Virtual Cabinet enhance your Workflow Management process?

What solutions does Virtual Cabinet provide for Content Management?

What makes Virtual Cabinet ideal for Collaboration?

How can Virtual Cabinet enhance your Communication Management process?

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

Carole Waghorne

Owner

Boolers

I think the Client Portal is invaluable. The process of getting it up and running was very easy. Testimonial By Carole Waghorne
Virtual Cabinet testimonial

George Taylor

Candor

Virtual Cabinet has been a very positive add-on to our practice software. I'm definitely delighted with it, and there's no going back in my mind. Testimonial By George Taylor
Virtual Cabinet testimonial

Dan Heelan

Business Services Manager

Heelan Associates

Being able to basically ‘google for a document’ is amazing – efficiency, pure and simple. I love it, and my team love it. Testimonial By Dan Heelan
CUSTOMERS TESTIMONIALS
Virtual Cabinet testimonial

Carole Waghorne

Owner

Boolers

I think the Client Portal is invaluable. The process of getting it up and running was very easy. Testimonial By Carole Waghorne
Virtual Cabinet testimonial

George Taylor

Candor

Virtual Cabinet has been a very positive add-on to our practice software. I'm definitely delighted with it, and there's no going back in my mind. Testimonial By George Taylor
Virtual Cabinet testimonial

Dan Heelan

Business Services Manager

Heelan Associates

Being able to basically ‘google for a document’ is amazing – efficiency, pure and simple. I love it, and my team love it. Testimonial By Dan Heelan

Case Studies

COMPANY INDUSTRY CASE STUDIES
Virtual Cabinet case study
Financial Services
Financial Services
Case Study Boolers

Boolers eliminates paper filing with Virtual Cabinet

Read More
Virtual Cabinet case study
Accounting
Accounting
Case Study Duncan & Toplis

How Virtual Cabinet solves document management dilemma for one of the largest independent firms of Chartered Accountants.

Read More
Virtual Cabinet case study
Hospitality
Hospitality
Case Study Evolve

Evolve Financial Planning selects Virtual Cabinet Document Management Software to enable it to provide high levels of customer service.

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?

Nimbus Portal Solutions, Lucidchart, Smartsheet and Microsoft Sharepoint 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

HQ Location

Suite 8, The Works, Unity Campus

Employees

11-50

Social

Financials

PRIVATE