We are very happy we selected 3G Business CRM. It has increased our productivity reduced overheads and simplified our business. I strongly recommend 3GB to others who are looking for a customer database or CRM Solution.
MD ZeStar Health
e-Docs - Documentation Management
The customer e-Docs section automatically managers all documents created, auto-generated, attached, sent and received within the customer file. It is uniquely different that it automatically managers all received email attachments and fax's, automatically labelling, cataloguing and categorising directly within the customer file. It is important to note that there are two parts to the e-Doc system, company and customer centric. Customer centric is a view of all documents specific to that particular customer and the associated contacts, company centric are all company generic templates, brochures,letters and reference documentation.
| e-Docs - Auto Documentation Generation, Management & Storage | |
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FES Templates - Click on a FES template and auto generate, store and send |
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Template Editors - Design templates for FESLQ with Dynamic Data Base Fields |
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FES Clients – Utilise FES Clients with inbuilt templates to create & send personalised FES |
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3GDoc Editor - Create template letters, faxes & quotes with Dynamic DB fields |
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Doc Attach - Scan or auto attach electronic documents to customer file |
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Auto Attach - Messaging Engine auto attach of all sent and received FESQL |
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Reference Docs - Access all relevant company/product documents with customer file |
| * FESQL = Fax, Email, SMS, Quotes and Letters | |
