Benefit from a Document Management Software for Executives
Maintain an organized database of your contacts and easily locate the documents you exchange with them.
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Document Management Software for Executives
Streamline your workflow with our Document Management Software designed specifically for executives. Enhance your productivity and manage your documents effortlessly. This software helps you maintain control over your documents, giving you more time to focus on strategic decisions.
Key Features
Centralized document repository for easy access
Advanced search capabilities for quick retrieval
Version control to track changes over time
Secure sharing options to protect sensitive information
Integration with existing tools and applications
Potential Use Cases and Benefits
Manage contracts and agreements efficiently
Track project documents and updates seamlessly
Maintain compliance with industry regulations
Share reports and data with team members securely
Enhance collaboration among team members in real time
This Document Management Software addresses common challenges faced by executives, such as document disorganization, security concerns, and inefficient collaboration. By adopting this solution, you can ensure that your documents are organized, accessible, and secure, which ultimately leads to better decision-making and increased efficiency in your daily operations.
How does pdfFiller’s CRM simplify contact and document management?
Keep customer details in one place
Create a data card for each of your contacts to save their email address, phone/fax number, company info, etc.
Add notes to keep important details about your customers.
Quickly locate sent documents
Easily browse your contacts and review the documents you’ve exchanged with them. Retrieve the files you need
in seconds without navigating through numerous folders and subfolders.
Simplify communication with clients
Instantly find the contacts you need using the search tool and share documents without leaving the CRM.
Eliminate manual work
No need to waste time cataloging your documents by hand. All your document transactions are automatically
linked to the corresponding contacts, so you can track them with ease.
Organize contacts into groups
Put your customer database into order. Group contacts by company, country, department, and others.
Import contacts instantly
Transfer your contacts from pdfFiller’s address book, your Gmail account, or a CSV file. New contacts are
automatically added to the CRM as you start interacting with new people through pdfFiller.
64 million users choose pdfFiller for its ease of use, powerful features, and fair price
How does pdfFiller’s CRM make
your workday easier?
With CRM
Keep customer data in one place
Locate sent documents in seconds
Handle contacts within your PDF solution
Without CRM
Create a new folder for each customer
Manually sort documents into folders
Browse countless folders to find a single document
Store customer data in a spreadsheet or third-party database
Maximize
the efficiency of your team’s daily document routines
Contact sales
Anna Stone
anna.stone@email.com
Sent via Email
Completed
08/16/22 01:44 PM
Ben Castor
ben.castor@email.com
Sent via Email
Sent
08/18/22 01:44 PM
Samantha Lowe
samantha.lowe@email.com
Sent via Email
Sent
08/20/22 01:44 PM
Manage all your business contacts centrally with pdfFiller’s CRM
Add new contacts
Create new contact cards to store your customers’ personal details.
Save contact details
Keep customer information for future reference.
View sent documents
See the entire history of document transactions associated with a specific contact.
Send documents from inside the CRM
No need to switch tabs or go to My Docs to send a PDF to your contacts.
Group your contacts
Make navigating through your database a breeze.
How to use Document Management Software for Executives by pdfFiller
Handling contacts and paperwork doesn't have to be a tiresome and inefficient process. With pdfFiller's Document Management Software for Executives, you no longer need to spend time and effort manually cataloging documents by clients and searching for appropriate files. You can conveniently store personal customer information, group them, leave notes, and keep track of records.
Follow the steps below to use Document Management Software for Executives:
01
Sign in to your account or make a new one.
02
Go to the CRM in the menu at the top of the web page next to the Documents section.
03
Import your contacts from Google or create a new contact manually.
04
Find your Contacts on the left-hand side, create new contact cards, and organize them into separate groups.
05
Click Add contact.
06
Enter the customer’s personal data (name, email, phone number, etc.).
07
Complete adding a card with the Save option.
08
Bind documents to the card and leave notes.
09
Group clients by attributes in their cards, for example, by company.
Use pdfFiller’s CRM to manage your contacts and documents efficiently and quickly.
Looking for an end-to-end PDF solution with a built‑in CRM? Here’s why businesses choose pdfFiller
0+
hours saved per employee per month
Free your staff from paper nightmares. Eliminate the need to prepare, store, and search for paper documents.
$0+
saved per document
Cut unnecessary costs. Forget about printing, scanning, and overnighting paper documents.
0x
faster contract turnaround times
Close deals faster, anytime and anywhere. Reduce document signature cycles from days to minutes.
0%
fewer errors
Reduce errors in documents with reusable templates, automated data input, and completion guidance.
Ready to try pdfFiller’s CRM?Start managing your contacts now
5 Tips on How to Organise Your Document Management Process Create a single root folder for all files. Use subfolders. Be specific and descriptive. File as you go and backup regularly. Declutter files frequently.
Does Microsoft have a document management system?
Does Microsoft have a Document Management System? Yes, it does. Microsoft Office 365 provides various software solutions including SharePoint, Microsoft Dynamics and OneDrive for document management.
