CRM with Document Management helps the companies in storing and managing important files or documents like sales proposals, company profile, destinations presentation, templates, clients’ info, and so on. In CRM with a file management module, one can upload, edit and share the files via a public link within the team or outside the organization that contribute to a faster and more efficient workflow.
While putting efforts towards expanding your business, you may find it exhausting to hunt for leads manually, keep your database updated, and do follow-ups. A lack of a lead management system can make it hard to handle the leads you may generate on daily basis. Here are some of the common challenges with a poor lead management system:
Easily upload any documents in drive module for your reference. The documents can be uploaded in different file formats including – JPEG, CSV, PPT, PDF, XLS, and more.
Travel CRM offers easy sharing of uploaded documents where you can share files among team members or share a public link of documents outside the organization via email.
You can easily view the details of any document from the drive module. You can also make necessary changes to the details like file renaming through the ‘Edit’ feature of drive module.
It also leads to lower conversions as the sales and marketing teams are bound to send delayed query responses and miss follow-ups.Easily update or upload a new version of document on the same URL so that the team members can access the updated details through the same link.
Segment and organize your documents with the folder management feature of the drive module. This allows you to easily access important files and documents without wasting any time.
The document management system of Travel CRM allows you to attach the uploaded files to all major modules like accounts, contacts, leads, suppliers, and opportunities. This helps a sales rep in improving client handling and upload important files wherever required.
Travel CRM document management software works as a central library for your sales team and organization by offering unlimited drive storage. You can upload all required documents here that can be accessed by any team members whenever required.
Get 360-degree data management on drive to manage and access data from anywhere, anytime. You don’t need to dig deep into your system to find crucial documents when needed; you can just simply keep data on your fingertips with drive module.
Keep your important documents such as client details, payment history, and other business information secured with cloud-based data management software. Easily share important files within your team or outside organization over encrypted cloud connections without any fear.