Docusoft - Client Information Management Software - Service

CRM, Client Database, Practice management?
It’s about your Client Data!
Docusoft CloudFiler includes the best features for Our client information management solution takes CRM one step further! Whether it’s used purely as a client contact data or extended to provide information and practice management, our client information and data management solution is flexible and customisable.
There are so many different systems to manage client data and each often requires the same client data to be entered; it’s sometimes difficult to know where to go to find the informaiton you need!  With Docusoft CloudFiler, you have a flexible solution!  We can integrate with your current systems and display as much or as little of the information that you want.
Get a centralised view of your client data and relate this to up do date correspondence and email from the CloudFiler documenet management system!
Our CRM software features include:
·         Powerful search options
·         Integrate
·         Fully customisable
·         Calendar
·         Task management
·         Mail merge
·         Email marketing management
·         integration with Mail Chimp
·         Self-service updates
·         See client documents
·         Share documents
·         Mobile app
·         Document Link Sharing
Any Time, Any Place, Any Device
All your client data in one place, easy to find, easy to view, shared easily and securely.
Call or click here to arrange a DEMO