Document Manager

Easily track your team's performance and sales with well designed reports.

industry1

Don’t Worry About Document Privacy

Many organizations have been using several cloud services, such as Google Drive, Dropbox, One Drive, and Amazon Drive to store their important documents. This is known to them that these documents can be accessed by cloud storage providers, which may raise privacy concerns. Document manager in FinCRM is an effective solution to this problem. You can store all your important documents in document manager with the highest privacy. One of the differential peculiarities of this document manager is that this will be accessed by you only, not even us.

Have Centralized Access to All Crucial Documents

Manually handling all the business documents can be laborious & maddening and finding them at the required time can be even more tiring. This centralized place to save all your documents in documents manager of FinCRM can turn this tedious into an effortless job. We consider that saving and finding all the important documents would not have been this easy earlier without FinCRM.

industry1
industry1

Share Documents with Assigned Users

Not every document is useful for everyone and should not be accessed by all the users. Privacy in FinCRM document manager has always been standing foremost for us. In effect of this, we have facilitated users to assign users to whom they want to grant access. Simply share documents with users based on project requirements or hierarchy in the firm in the most secure and reliable way ever.

Upload and Save Files in Any Format

An important document can be in any format and every document must be stored safely irrespective of its type, i.e. gif, jpeg/jpg, mp3, mp4, xlsx/xls, zip, pdf, txt, etc. You will never want to juggle between applications to find your documents and FinCRM has religiously taken care of that. Document manager in FinCRM can be used to save any format of documents and lessen your shuffling between several windows to find it. Store any documents in just a few clicks with excellent privacy and reliability.

industry1
industry1

Catch Up On Paperless Movement

The world is digitalizing rapidly, resulting in more use of e-docs. Most of the time you may have an e-receipt of an important transaction and you need to save that at the most secure place. When such need arises, you can simply opt for document manager of FinCRM as it is safe, secure, and reliable. This is an eco-friendly & modern approach to go paperless to conserve the environment and maintain document privacy. With FinCRM, you can spend lesser time on document administration and more time on revenue generation.

industry1

Don’t Worry About Document Privacy

Many organizations have been using several cloud services, such as Google Drive, Dropbox, One Drive, and Amazon Drive to store their important documents. This is known to them that these documents can be accessed by cloud storage providers, which may raise privacy concerns. Document manager in FinCRM is an effective solution to this problem. You can store all your important documents in document manager with the highest privacy. One of the differential peculiarities of this document manager is that this will be accessed by you only, not even us.

industry1

Have Centralized Access to All Crucial Documents

Manually handling all the business documents can be laborious & maddening and finding them at the required time can be even more tiring. This centralized place to save all your documents in documents manager of FinCRM can turn this tedious into an effortless job. We consider that saving and finding all the important documents would not have been this easy earlier without FinCRM.

industry1

Share Documents with Assigned Users

Not every document is useful for everyone and should not be accessed by all the users. Privacy in FinCRM document manager has always been standing foremost for us. In effect of this, we have facilitated users to assign users to whom they want to grant access. Simply share documents with users based on project requirements or hierarchy in the firm in the most secure and reliable way ever.

industry1

Upload and Save Files in Any Format

An important document can be in any format and every document must be stored safely irrespective of its type, i.e. gif, jpeg/jpg, mp3, mp4, xlsx/xls, zip, pdf, txt, etc. You will never want to juggle between applications to find your documents and FinCRM has religiously taken care of that. Document manager in FinCRM can be used to save any format of documents and lessen your shuffling between several windows to find it. Store any documents in just a few clicks with excellent privacy and reliability.

industry1

Catch Up On Paperless Movement

The world is digitalizing rapidly, resulting in more use of e-docs. Most of the time you may have an e-receipt of an important transaction and you need to save that at the most secure place. When such need arises, you can simply opt for document manager of FinCRM as it is safe, secure, and reliable. This is an eco-friendly & modern approach to go paperless to conserve the environment and maintain document privacy. With FinCRM, you can spend lesser time on document administration and more time on revenue generation.