Documentolog CRM

The expanded version of Documentolog CRM allows to improve process of interaction and differentiation of user rights (such as sale manager, lawyer, implementation manager, accountant and others).

All course and results of project implementation for convenience of users are concentrated in the Sale card, namely

• customer interaction history;
• the products offered the client;
• tasks;
• reminders;
• all documentation (agreements, commercial offers, technical specifications, accounting documents etc.).

To see before itself all history on this client and sale to the user it is enough to select a certain tab.

The feature to control receivables according to transactions is added.

For a marketing activity mailing process to clients, with the course of tracking of impacts on clients is improved.

On all stages of approval of documentation according to regulations of the organization approval terms are configured.

The solution allows to send automatically by e-mail of a reminder on the course of the movement of documents according to which term the document and other system reminders expires.