Your CRM should simplify the way your business works, not complicate it.
Bring your ECM content directly into the context of your CRM. We can help you capture and manage your content through your CRM workflow.
Configure our software to automatically create corresponding containers in your ECM using metadata.
All documents uploaded to the account, case, customer record, etc can be automatically archived to your ECM or system of record, saving you storage costs and ensuring document compliance.
Our software solutions help you integrate or synchronize your ECM content with best-of-breed CRM applications like Salesforce or Microsoft Dynamics. This makes your employees lives easier by saving time and effort via automatic processes and providing direct access to related content through a single interface. It also has numerous benefits for organizations including decreasing document storage costs for companies and ensuring document compliance by not replicating data.