Add-ons

Make your Actionstep system even more powerful with these pre-built (yet customizable) workflows, precendents and handy tools.

Add-ons
  • Asset Register

    Price: Free

    Keep track of all the "stuff" your business owns.

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  • Deeds

    Price: Free

    Deeds Management, with reminders and Secure Document Exchange (SDX).

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  • Employee File

    Price: Free

    Manage your employees and recruiting processes.

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  • GDPR Manager

    Price: Free

    Manage your client’s personal information to comply with GDPR European regulations.

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  • Help Desk

    Price: Free

    Delight your clients with this customer support add-on.

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  • Insurance Policy Manager

    Price: Free

    Keep track of your insurance policies and related documents.

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  • Password Manager

    Price: Free

    A secure repository to store all your password and login details.

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  • Sales / CRM

    Price: Free

    Convert more leads into sales using a structured workflow.

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  • Simple Estate Planning Workflow

    Price: Free

    Manage your estate planning matters with this simple workflow.

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