Document management as part of CRM

Scan Document to CRM 180x90

A Document Management System is an indispensable part of the virtual office

  • Documents can be found anywhere and at any time via a web browser
  • your data is protected from unwanted outside viewers
  • Internally, the documents are protected from unauthorized changes
  • Access to documents takes place on the basis of segregation of duties
  • The ability to perform version control on documents and traceability of usage and change history
  • active and passive signaling on changes to documents
  • workflow support
  • Virtually unlimited possibilities in the design and categorization of documents
  • Search by keywords, by categories and even by the contents of the main types of stored files

You would only expect these capabilities in an expensive high-end commercial solution. The Vtiger DMS offers all these capabilities within an Open Source license.

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