Improve customer engagement functionality with easier documentation
Manage customer records while engaging with them and improve productivity
MDocument Management in SugarCRM helps you increase productivity by increasing the inbuilt functionality of SugarCRM. The user gets freedom from juggling between various applications.
Document helper allows the user to preview documents inside SugarCRM without downloading it. We have also developed various other custom features that work inside SugarCRM and improve the overall functionality by allowing the users to manage their entire workflow inside SugarCRM.
Level up business workflow with our Sugarcrm documentation helper
Enhance Sugarcrm workflows and build trust with your customer using our document helper
Streamline document management for your employees and customer
Here are some benefits and why you need deploy our custom Sugarcrm documentation helper
Store, preview and access customer related documents with ease from protected servers online. Our custom documentation allows the customers to self upload their documents from the portal provided to them. It also allows them to manage their documents, building trust for the company.
Agreements, invoices, and other documents are found faster because of the quick availability within SugarCRM, making the workflow more efficient and providing a more convenient mechanism for your customers.
- Preview Documents
- One of the missing features of SugarCRM is a document previewer inside SugarCRM that allows you to view documents without downloading them.
- Use the Documents and Notes module to store various documents related to the organization.
- Cloud Hosting
- The uploaded documents in the portal get stored in the AWS S3 portal instead of SugarCRM.
- Securely store your document while easily accessing them from the AWS cloud server.
- Client Document Request
- Customers can upload the documents to the portal directly, which can be viewed, tracked, and updated from anywhere.