Document-oriented CRM

Become more efficient with integrated CRM and Document Management capabilities

Document management and customer relationship management (CRM) are two components that can improve or break your team’s productivity. Make sure that you have everything you need in one place: create, edit, process, sign off, store and link your documents with your relevant contacts and actions

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MAKE YOUR BUSINESS OPERATIONS MORE AUTOMATED AND INTEGRATED

Create your Counterpart / Client Profiles

Create an unlimited number of profiles for your counterparts / clients / partners: name, contact details, staff contact details, other relevant information

Leverage your Counterpart / Client data in your workflows

Use your Counterpart / Client data when you create new document or initiate new workflow, standardise your counterpart / client data across

Tag your files to relevant Counterpart / Client contacts

Link your files with your relevant counterpart or client to better manage relations, find quicker relevant document tagged to your Partner / Client account

Manage your CRM contacts in secure and robust way

Manage better who can have access to your CRM contacts and relevant documents. Segregate permissions between who can access and who can edit the records in your document-oriented CRM. Robust Access Rights Management capability is a key component to safeguard your sensitive information!

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EXPLORE OTHER ELDOC FEATURES

File Management

Easy to use, secure solution for managing your most important files. Organize your files the way you need!

Document Collaboration

All-in-one Software for online document collaboration, document version control and end-to-end document management

Full-Text Search

Eliminate the endless search for content you need, streamline your document scanning and indexing

Add new documents and link them with your appropriate counterparts