Deskera CRM

Document Management

Document Management

Web-based Document Management Software for Online Document Storage.

Deskera CRM - Document Management - Document Repository

Document Repository

Add a document in any format for any campaign, lead, contact, account, case and more. View and manage documents uploaded for all CRM Modules.

Deskera CRM - Document Management - Tagging


Add context to documents by assigning tags, creating virtual folders for quick and intuitive storage and retrieval. Add, edit and delete tags relevant to a document easily.

Deskera CRM - Document Management - Search


Search documents on the basis of tags, file names and document content – full text search, advanced enterprise search capabilities, such as ‘search-as-you-type’.

Deskera CRM - Document Management - Share


Ensure secure collaboration and information distribution through permission based sharing. Users with required access levels can download documents by simply clicking on icon.

Feature helps you to effectively and efficiently process business information and avoid wasting time while searching papers and replacing lost documents. Access information anytime, anywhere, and manage it all from the convenience of a web-browser. Managing important sales and marketing documents can be one of the most challenging aspects of business today. In Deskera Document Management, documents are held in a single repository that simplifies managing and retrieving the files when necessary.

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