Integrate to your CRM

Customer relationship management ( CRM ) packages are widely used by corporations to better manage their sales, marketing and customer service functions. We provide real time connectivity to several different CRM applications to automatically connect with docAssist on-demand. Now you can synchronize data between your CRM and docAssist without data loss or other risk concerns.

Why ECM and CRM are a match made in heaven.
When your sales team is working with prospects, it is likely they will need to gather documents and content to help them evaluate your products and services. docAssist's integrated content management module for CRM allows team members to access related documents that are indexed with keywords—allowing for instant retrieval. Cloud ECM takes efficiency further by allowing employees to begin to assemble an electronic package of documents for prospects to review. Instead of jumping between two or more tools, docAssist cloud content management system is integrated with your CRM system, making it a simple activity to find and distribute all related content. There are endless possibilites for the implementation of an ECM solution throughout an organization!

Typically the CRM and ECM systems are unable to communicate without building expensive software bridges between the two tools—this limits the effectiveness of the investment you made in your CRM. docAssist has recognized there should be simple connections between the two, and our document management for CRM solutions are making it easier to move information throughout organizations and between business systems already in place.

Dont see your CRM system? docAssist can integrate to virtually all applications, even a custom system.
Contact us to speak with us about your integration needs.