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CRM Software With Document Management

With Document Management software, documents and letters can be created in two clicks: the program automatically generates contracts, invoices, and commercial offers from the template installed in the CRM. You need to create templates in CRM with special labels for variable values only once, and the program will automatically insert data from customers and deal cards. It will take only one click to get the document ready or the letter to be sent! With CRM Document Management you can save a lot of time and use it to develop your business.

ApiWay Software categories CRM Document Management
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What is CRM Systems

CRM System (customer relationship management) - allows you to optimize and automate sales processes. When you have one,two, three customers you can keep all information about leads in your head. When the number of customers became bigger you should manage them. Salesperson can use different deal stages, add tasks, send a messages and make notes about deals. CRM System make your salesforce more effective. This software replaces Excel and Google Spreadsheets.

CRM Systems can be different. What is suitable for a small online store is not appropriate for a bank and vice versa. Companies have different sale processes and for each process you should have some specific software. CRM functions are the part of marketing automation.

Why use CRM

Any business wants to sell more. For that you should have modern tools. CRM it is a "modern weapon" of you salesforce. Today, it is very difficult to build a good business without tools. CRM is a main tool at your sales department. It helps not to forget about customers, calls, follow ups and other important things.

With CRM your company will get

  • Increase in sales
  • Full sales reports
  • All communication history in one place
  • Customer list control
  • All requests in one system
  • Transparent sales department
  • Better communication with customers
  • Measurable results

What companies needs a CRM

If your company has more than two customers you need a CRM. Also, companies need a CRM if they have a long deal cycle. It doesn't depend on product you are selling and how you do it. You have a big factory and you sell pipes to large b2b companies or you have a small cosmetics online store. If you have a salesperson you definitely need a CRM.