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Document Creation Storage

Document Creation & Storage

Creation

Our document production facility allows us to create and store a multitude of customer facing documentation, either in the format of Letters, Application Forms, Brochures or Information Packs. These can either be created utilising your corporate branded templates with information captured from the CRM overlaid or allow the user to manually add and edit content before production.

Add your full document suite to ER CRM and we will overlay all the relevant information provided. This allows you to create individual documents or document packs at the click of a button.

All documents are stored against the individual application and can be accessed, downloaded or shared through the system.

Create personalised compliance documents such as suitability letters/demands and needs letters or similar documents. The CRM matches each application’s unique requirements to pre-written paragraphs using a simple dropdown interface. These documents will also allow personal free type additions if required.

Storage

Utilising the CRM’s storage functionality, our documents history area has the ability to archive and collect historically produced letters, documents and packs at the click of a button, storing them for later collection, compliance checking or for further correspondence to the client.

What We Provide

  • Centralised storage- All departments or staff members can access documents that are kept in one location.
  • Secure storage- Documents can be kept on a safe platform that restricts access to authorised users only and guards against data theft.
  • Document tracking- Document interactions, including who has edited them, can be monitored by the system.
  • Collaboration- Data on customers and prospects is readily accessible to sales and marketing teams, which can facilitate their work.
  • Project management- Projects, tasks, and other work-related activities can be managed by users.
  • Regulatory compliance- CRM solutions with capabilities like document management and safe data storage can assist professionals in adhering to industry laws.
  • Automation- ER CRM can automate some processes, allowing companies to reply to customers more quickly.
  • Reduced likelihood of errors