CRM system for document management


MAGERP has developed a CRM system module that will help to systematize incoming and outgoing correspondence and automate the work with letters and requests. Particularly, this configuration will become the most ultimate solution for administrative institutions and organizations, where the «document flow» always takes place.

There are following options realized on the bases of CRM system’s configuration:

  • A library of ready-made templates with standard responses to common messages.
  • Integration with the customer base. Any correspondence related to the customer is automatically recorded in his personal customer data sheet.
  • Automatic registration of all incoming and outgoing data.
  • Ability to exchange documents between employees and control document flow.
  • Creation of contacts list for automatic correspondence.
  • Determination of correspondence flow.
  • Automatic determination of type, topic and priority of documents. It allows to sort out important and relevant information promptly.
  • Determination employees lists who must be notified of receiving correspondence.
  • Archive of documents that already have lost its relevance.


With the MAGERP CRM module for documents, you can speed up and simplify the work of company’s employees. Also you can quickly process incoming and outgoing correspondence, maintain unified database of letters and requests. Thanks to this system configuration, you will be able to do next:

  • Keep a register of documents and have the necessary information at fingertips.
  • Print out the registry of outgoing, internal and incoming documents.
  • Print document templates with company’s logo with one click.
  • Customize the format of the document number according to corporate documentation management.
  • Not to forget about the deadlines for the document performance.
  • Configure personal access for employees.
  • Analyze any information.

CRM system has a high level of protection, that’s why all the documents will be available for those who are authorized to work with such documents.


CRM система база клієнтів складається з модулів:


Module for workflow

This module CRM system, will help to systematize incoming and outgoing correspondence and automate the work with letters, requests and requests. This configuration will be the optimal solution for administrative institutions and organizations, where you constantly exchange & raquo; documents.


Module clients

The module allows you to maintain a single base, create quick deals, a funnel designer for transactions will increase sales and control, a quick ring will speed up the work of managers


Task module

The task module is designed to help you accomplish the most things. The module makes it possible to control the execution of a large number of tasks. The calendar


Module for mail

To CRM-ERP, you can connect any number of mail accounts with division by department, in any department you can connect any number of boxes. All correspondence with the client.


Distribution module

Module for full-fledged sms and email marketing. For distribution, you can create your own letter templates, subscriber groups, mailing list scheduler, Exclusion from the mailing list at the address or domain.


Knowledge Base Module

The database for storing files and photos, the Test Designer gives you the opportunity to create your own tests and text and pictures for testing the staff. Tests can be sent


Module reports

In the CRM-ERP system there is a set of reports, for each configuration and module. The KPI report will help monitor the funnels of transactions and customers, will show the effectiveness of each employee

To fully automate business processes, control sales and increase potential traffic to the site, connect additional modules to your account.


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