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Document Management

Benefits

EBSuite's CRM provides a self-organized system to store all customer communication and their associated documents in their customers' notes history log. All product brochures and related documents are stored with each product catalog.

  • One place with all the latest information
  • Documents available anytime, anywhere
  • Control access to notes and documents
  • Never lose important sales quotes or invoices

Highlights

Organized — Accessible Documents

All customer communication is stored in their contact notes history log. Since EBSuite's CRM is an on-demand web based application, documents are available anytime and anywhere.

Access Control to Notes

Complete access control for each note and their attached documents. This full control provides easy access to important customer information.

Never Loose a Quote or Invoice

Sales quotes are never lost since they are generated and stored in each sales opportunity. Then automatically update, clone or convert each quote to an invoice. Its in one complete system so documents are never lost.