The CRM is a comprehensive system designed to manage contacts, tasks and communications, in association with the Docusoft DMS. It includes functionality for Calendars, Task Management, Contact Management, Client Database Management (User Defined Fields) and Document creation using the embedded Docusoft Mail Merge facility.
The CRM Calendar is used to create a visual representation of user appointments, meetings and activities. The main features include the ability to create tasks and assign them accordingly, and allow for each task to have a status (% completion) and be associated with a Client or Prospect. Managers can review calendars for task review and/or task reallocation, tasks can be recurring and reminders can be applied.
The CRM Task Manager is a task creation facility where users can create and manage tasks/activities through their various stages to a completion. Easy to view task lists are presented to monitor current and outstanding activities.
The CRM Contact Manager provides a database of clients and contacts. For each client multiple address details are supported along with multiple contacts and for each contact there are additional fields to support email addresses, position, preferred contact method, etc.
The CRM Database Manager includes support for an unlimited number of User Defined Fields for each client within the Contact Manager. Data can be imported from existing applications or can be applied individually and will support any requirement for managing a client’s data.
The CRM MailMerge brings together the CRM Contact and Database Manager Modules to deliver a powerful Mail Merge facility. It provides the filters to select clients/contacts based on database fields, the templates for mass document printing, the templates for mass email creation, and a document splitter to file the results into the Docusoft Document Management System.
The complete Docusoft CRM package delivers an extremely effective solution to client/contact management, associated task management, user calendars and document creation/delivery.