Effective Document Management

Our CRM systems can store, organise and deliver key documents when and where you need them. Store all important customer documents alongside the customer record, so you'll never lose that important contract, certificate, invoice or credit note.

Customer Documents

Every customer profile has a documents section, which can hold all kinds of important customer files, such as:

  • Contracts
  • Invoices
  • Quotations
  • Financial Data
  • Internal Research
  • RFPs
  • Tenders
  • NDAs

The system will accept all common text, spreadsheet and images files. Whenever your teams needs to access that documentation, it is right there alongside the customer profile.

Internal Documents

Our CRM systems also provide an effective way to manage your internal documentation. You can upload key files or create templates in many formats, which can be used to quickly and easily generate the documents you need to run your business. A version control system ensures your staff will always use the current and correct version of files, and it keeps records of all documentation you've used in the past. Examples of internal documentation we could help you manage include:

  • Contracts
  • Marketing and promotional material
  • Brochures
  • Catalogues
  • Email templates
  • Licence agreements