Our experience was developing vertical solutions using optimum industry practices to address the unique business needs and challenges of a wide range of industries and agencies. This brought upon our Enhanced CRM/PMS solution minimizing customizations, enabling rapid deployment and significantly reducing total cost as a cloud based SaaS platform. We strive for efficiency and our solution is only about that, Schedule a Demo now and see how our Enhanced CRM/PMS can benefit your organization
Sending emails is easy, but tracking back that communication along with any documents can be a daunting task. Our PMS minimizes this task for your corporate/agency workflow requirements with easy custom metadata search. Rather than losing communication with traditional email, our CRM enables your team to send tickets across multiple locations and departments without needing to use their email client again, ultimately improving efficiency
Metadata and keyword search, support for automatic cover page, auto custom numbering, document permission management, linking, and integrated email preferences according to the permissions of that document, and a complete trail of document actions
Manage requests throughout your workforce in a single system, and make sure that those are addressed with support for custom categories, locations and departments
Easily add and share documents to the PMS, create tickets in the CRM and respond to those when the tasks have been completed
Designed to take your access everywhere, our solution was designed with a mobile centric approach
With the latest security protocols, communication from and to the system is encrypted
Users can quickly raise, respond and closed tickets according to the requirements of managing business/agency communication structure, and easily track the comletion of those tasks
A structured/unified method of organizing and storing documents, following your firm/agency document numbering scheme for tracking, compliance and cover-page requirements
Users can send notifications to departments for their respective CRM tickets along for PMS documents. Communication is granular to individuals and entire departments/groups
Add searchable fields in the document details for quick and efficient search results
With document versioning control, easily replace and keep track of documents in the PMS with a comprehensive log of changes
Related documents do not get lost, they are now linked together, with quick navigation to view the linked document
Files with attachments are linked easily with the primary document, especially useful for bulky files
Comprehensive folder support with granular level of access for users and departments, keep documents organized throughout the workplace
Set users, along with departments for unique document sharing capabilities, allowing administrative management to easily send out notifications
Our SaaS Enhanced CRM/PMS is always up to date, with features rolling out constantly. Gone are the days you needed to maintain updates, all you need is a modern browser
Support for multi-location, multi-department firms/agencies, keep your staff organized and communicating efficiently, spanning any geographical region
The Enhanced CRM/PMS speaks your language, with English, Spanish, German, Italian available by default, and the ability to add your own