client file management software

/Tag:client file management software

The CRM System: 4 Reasons Why it’s Your Most Valuable App!

Client Relationship Management is a concept for managing all your business relationships and interaction with your clients and potential clients, leading to improvements in Customer Service and Customer Experience. A CRM Application allows you to focus on your company’s business relationships and the people who are involved: suppliers, clients, cases, service users or colleagues [...]

What is CRM? And why should I use one?

What is CRM? And why should I use one? Customer Relationship Management (CRM) refers to practices, strategies and technologies that companies use to manage and analyse customer interactions and data throughout the customer life-cycle. The goal is to enhance business relationships with customers and improve customer retention while driving sales growth. Most CRM solutions are designed [...]

By | April 10th, 2015|Customer Relationship Management|0 Comments

Docusoft – Client Relationship Management

Docusoft already provide an extremely effective Document Management System to manage all client related documents in a single, secure environment.  The Docusoft CRM adds significant value to the DMS by providing a comprehensive and integrated solution to manage client/contact data, tasks, templates, and mail merges. The Customer Relationship Management is a powerful system designed [...]

By | July 25th, 2014|Client Relationship Management, CRM Application|0 Comments