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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

Tagging

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

Deskera CRM - Document Management - Search

Search

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

Deskera CRM - Document Management - Share

Share

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

Deskera CRM Document Management

Deskera’s Document Management features will help you to effectively and efficiently process business information and avoid wasting time searching for papers and replacing lost documents. You can access information any time, 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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