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CRM for Document Management

Document management
All documents related to your sales process can be processed within Terrasoft CRM software: starting with standard document forms building to organization of e-documents flow. This includes orders, invoices, contracts etc. You can manage your document approval process effectively using comprehensive visa control tools.

Library management
The Terrasoft CRM Library provides a central repository for key files, allowing enterprise-wide access anytime. Terrasoft CRM allows you to store document templates, white papers, FAQs, marketing materials, letters, thank-you notes, quotes, pricing - whatever your team needs - in the Library for immediate access to support resources.