Enhanced Functionality of Documentolog CRM

The developers at Newinttech have completed a project to expand the capabilities of the Documentolog CRM (Customer Relationship Management System).

The goal of the project was to increase the speed of customer interaction processes.

The enhanced version of the CRM system has improved the interaction process and the delineation of user rights (sales manager, lawyer, implementation manager, accountant, and others).

The entire progress and results of the project are concentrated in the "Sales" card for user convenience, specifically:

• history of interaction with the client;
• products offered to the client;
• tasks;
• reminders;
• all documentation (contracts, commercial proposals, technical specifications, accounting documents, etc.).

To view the entire history related to a specific client and sale, the user simply needs to navigate to the appropriate tab.

The ability to monitor accounts receivable for transactions has been added.
The process of sending marketing communications to clients has been improved, along with tracking the impact on clients.

Deadlines for document approval stages have been set according to the organization's regulations.

The solution allows for automatic email reminders regarding the status of document movement, deadlines for expiring documents, and other system reminders.

 

For more detailed information, you can contact us at:  +7 (7172) 700-947, +7(7273) 27-56-36 or request a presentation on the website documentolog.com.