Word and Excel letters, faxes or spreadsheet, incoming and outgoing Outlook e-mails, scanned documents, images or diagrams, are all stored and tracked within the ProspectSoft CRM Software database. Documents are held against a customer or supplier record, or against individual customer or supplier events, such as sales opportunities, problems or queries.

Being stored within ProspectSoft CRM software, all documents are accessible to all users, including those on the road, through the system’s unique and automatic replication process.

Document management was a key factor for:

• Westbourne
• Age Concern
• Kapitex
• Bathing Solutions
• Arcadia
• Helifix

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