• Product review Effective information and document management.
• Functionality Customized solutions to meet the exact needs of our customers.
• DocLogix Tools Please explore DocLogix Tools
• How to buy Find out how you can purchase DocLogix
• Tips and Tricks Get useful information about DocLogix

Consider the trees
before printing!

CRM

Tool targets at middle-sized companies. DocLogix Tool enables keeping all information about clients in one area, as well as documents and files related to each customer.

Preparing proposals and agreements become faster when managers can use templates for proposals and agreements on the integrated system. DocLogix Tool enables managers to coordinate sales opportunities, supervise the effectiveness of sales and estimate profit.

DocLogix CRM Tool offers the following advanced functionality:

• Opportunity management
• Sales process management, stages and statuses
• Account & contact management
• Activity & task management
• Improved customer segmentation
• Set of reports
• Increase sales success
• Make informed decisions
• Top customer identification
• Share sales information
• MBS Financials Integration
• Search
• Notes & Attachments
• Contract management
• Increase revenue
• Gains in employee productivity

Application areas:

• Customer relationship management
• Customer related document management
• Sales activity management and reporting

Potential users:

• Sales personnel
• Account Managers
• Project Managers

Click here to read more about DocLogix CRM Tool