Aptean CRM - Document Management

Data management and CRM go hand in hand. But did you know that document management goes along with customer relationship management too? Aptean CRM’s document management functionality gives users the ability to store, organize, and share important customer documents, articles, files, and more within a safe and secure database.

• Manage Documents. Keep track of and share customer information, files, and more, all from the same place.

• Attach Documents. Conveniently and quickly attach documents or relevant articles to activities within CRM.

• Centralized Database. Never worry about misplacing relevant articles again with our centralized document database.

Find What You Need, When You Need It

Save Important Information

Aptean CRM makes it easier than ever to share important files, documents, articles and more across all users and departments. You can upload and save customer files such as quotes, invoices, terms and contracts, so you and others always have instant access to the information you need. Everything is just a click away so you can stop wasting time searching and start taking action.

With Aptean CRM, You can attach any resources across a variety of areas within the CRM database, including:

• Activities

• Companies

• Contacts

• Incidents

• Opportunities

Knowledge Base

Tired of searching endlessly through your desktop or shared online storage to find a particular article, file, or attachment? We don’t blame you. That’s why we created a centralized knowledge base, included within our customer service application. The Aptean CRM knowledge base is a repository of information, allowing users to store files of that can be accessed by anyone who has access, making it easier than ever to share knowledge across users and departments. Once in the database, users simply search for what they’re looking for and utilize the information as necessary.

To make the database even easier to maneuver, you’re able to organize and categorize all of the resources. You can also add unlimited notes, comments and updates to the articles in your knowledge base, and attached files can be emailed directly from within the Aptean CRM knowledge base. This eliminates the need to send multiple emails from separate applications.

Always Safe and Secure

With all your important resources safely stored within our secure CRM software database, there’s no need to worry about losing anything or being vulnerable to information attached. Your resources will always be safe and secure.

Want to find out how our customer relationship management software, Aptean CRM, can help your business? Contact us today to chat with one of our experts or schedule a demo.