Document Management System
Central library for sales, services and marketing material
CRMnext provides a powerful centralized document management system to ensure that
all the sales, service and marketing related documents your team needs are available
in one central location, instead of having to spend precious time locating them.
This ensures that your team has instant access to the latest version of the relevant
document and the overall organizational communication stays uniform
Unmatched simplicity
The simple, yet powerful, windows explorer (file organizer) like interface, ensures
that your team is comfortable browsing the library. The capability to make distinct
folders and sub-folders ensures that documents are well organized and enables teams
to easily locate them. If the organization policy permits, users can download the
documents or attach them to customer communication.
Get the right document, anytime, every time
Centralized document management system ensures that the teams know where to look
for the document. The system automatically generates an index and allows users to
search on the relevant documents by using key words.
Ensure only the right people see the document
You can even set access permission on folders to ensure that the right people see
the right documents. You can set this access permission based on specific user names,
roles or teams. If necessary, access rights can be denied to individuals of a team.
This flexibility allows you to confidently store your sensitive documents in this
system.
Access your documents from anywhere in the world
Because users can access CRMnext from, office, home or any other geographical location
anywhere in the world, they can reach the desired document. This means that the
latest version of all your documents, like sales presentations, product catalogues;
templates, etc are available to your teams, anytime, anywhere.