Tener una buena gestión documental permite que todos los documentos de tu negocio se encuentren con facilidad y rapidez. Además, las probabilidades de que alguno de los documentos se pierda son prácticamente inexistentes.
El CRM no solo permite la gestión de documentos externos, sino que también puedes tener organizado documentos facturas, presupuestos, albaranes, ... entre otros.
Comparte documentos con tus clientes
Dispones de una extranet o panel para tus clientes donde podrás compartir los documentos que desees.
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