Powerful search options
Integrate
Fully customisable
Calendar
Task management
Mail merge
Email marketing management integration with Mail Chimp
Self-service updates
See client documents
Share documents
Mobile app
Document Link Sharing
Customer Relationship
CRM, Client Database, Practice management? It’s about your Client Data!
Docusoft CloudFiler includes the best features for Our client information management solution takes CRM one step further! Whether it’s used purely as a client contact data or extended to provide information and practice management, our client information and data management solution is flexible and customisable.
There are so many different systems to manage client data and each often requires the same client data to be entered; it’s sometimes difficult to know where to go to find the informaiton you need! With Docusoft CloudFiler, you have a flexible solution! We can integrate with your current systems and display as much or as little of the information that you want.
Get a centralised view of your client data and relate this to up do date correspondence and email from the CloudFiler documenet management system!
Client information management software
Any Time, Any Place, Any Device
All your client data in one place, easy to find, easy to view, shared easily and securely.
The CRM Client Manager provides an overview of clients and associated contacts. For each client, multiple address details (main, registered, billing are supported along with multiple contacts and for each contact.
We incorporate a Calendar as standard to provide an overview of daily activity and as you would expect we also include common CRM functionality such as mail merge and templates.
The CRM Task Manager is a 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. CRM Tasks allows users create a visual representation of user appointments, meetings and activities. The main features include the ability to create tasks and assign them to users accordingly. Each task is associated to a customer or prospect and can have a status (% completion). Managers can check calendars to review tasks and reallocate them. Tasks can be recurring and reminders can be set.