Document-oriented CRM

Add documents and associate them with the relevant counterparts 

Improve efficiency by combining CRM and Document Management functions

Document management and customer relationship management (CRM) can directly affect team productivity. Keep everything together: create, edit, process, approve, store and link documents to the relevant contacts and activities.

Document-oriented CRM

Create More Automated, Integrated Business Operations

01

Set Up Counterpart and Client Profiles

Set up unlimited profiles for counterparts, clients, and partners, including names, contact details, staff contacts, and other relevant information.
02

Use Counterparty and Client Data Within Your Workflows

Reuse Counterpart / Client data when creating documents or starting workflows, and standardise that data across your processes
03

Multi-factor User Authentication

Link files to the relevant counterparty or client to manage relationships more effectively and find documents tagged to each Partner or Client account faster

Manage CRM contacts through a secure, robust system

Control access to CRM contacts and related documents more precisely. Separate permissions for users who may view records from those allowed to edit them. Robust Access Rights Management helps protect sensitive information.

Discover More elDoc Features

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Manage important files securely and organise them to suit your business needs!

All-in-one software for online collaboration, document version control and end-to-end document management

Reduce time spent searching for content by improving document scanning and indexing

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