Document management

SalesManager CRM contains a complete document management system. Documents of any format can be stored in the database or if required linked to from your own third party DMS. Mail-merge output, e-mail attachments or simply brochures or pricelists can be added to the database as documents and later attached to customers in SalesManager CRM.
Simply double-clicking on the stored document will initiate the associated viewer (Word, Excel etc.) and open the document.

SalesManager CRM also offers extensive document search facilities including searches through stored Word, Excel, Powerpoiint and Adobe Acrobat documents.