CRM and document management

CRM and document management

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We are looking for an client management system that can be used for marketing, workflow management, time recording and fee invoice generation which integrates with a document management system. We currently use sage practice management, which holds our client data and invu for document management. Neither speak to each other and sage is not easy to use for bulk emailing to clients. Work flow management is done via spreadsheets. Any suggestions would be very welcome

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By SteveBailey
02nd Feb 2014 16:03

Outlook CRM?

I worked on project about 5 years ago to implement Outlook CRM, It is the only thing I can think off that meets everything you mention above but obv Microsoft so might be costly but they may have a cut down version. it might also be replaced with a new version now, this might be an old name of product.

It can run email campaigns based on contact lists, etc. Was an amazing product

Integrate it with Windows Sherepoint Services which i think used to be free for document management. I use this at Work and it has a lot of benefits above and beyond what you have asked for above

 

 

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By MBK
03rd Feb 2014 12:41

Have a look at Logical Office

It should do all of what you want.

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By lee.bennett.wolterskluwer
13th Feb 2014 14:10

CCH Central

CCH Software have a fully integrated solution which provides:

Time and fees, debtor and creditor management.Document Management to capture all correspondence including emailsWorkflow to manage processes within the business and manage exceptionsMail merging and email merging facilities to provide targeted correspondenceWeb portal for secure document exchange and e-approvalWeb based CRM for lead, prospect and opportunity managementand, of course, fully integrated Accounts Production and Taxation solutions

 

well worth a look :-)

 

http://goo.gl/kRb6J4

 

 

 

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