DOCUMENT AND PROCESS MANAGEMENT INTEGRATED WITH A CRM MODULE

iPortalDoc integrated with the CRM module

The hardest thing to know is how to execute this task, do you agree? Nowaday’s, it’s essential to understand the needs of clients and potential clients, knowing immediately how to perform to meet their needs and trying to create more and better businesses. To do so, it’s essential to use tools that allows us to optimize and automate procedures. With iPortalDoc, the Document and Process Management solution of IPBRICK, your task is simplified, since it integrates a module for Costumer Relationship Management (CRM) which allows you to reconcile the features of a CRM with the ones of a Document and Process Management.

With this module of iPortalDoc, you will be able to easily register the data of the current and potential clients, business opportunities, performed and planned meetings, calls and exchanged emails. At any time, you’ll be able to obtain statistical reports on all data of these activities, by client or by client manager. It also allows you to create and manage the Marketing campaigns of your company.