Benefit from a Document Management Software for Membership Organizations
Maintain an organized database of your contacts and easily locate the documents you exchange with them.
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Streamline Your Membership Management with Document Management Software
Managing documents is crucial for membership organizations. With the right software, you can improve efficiency, enhance collaboration, and provide better service to your members. Our Document Management Software offers a solution that meets your needs.
Key Features
Centralized document storage for easy access
Member-specific document sharing tools
Version control to track document changes
Secure data storage to protect sensitive information
Automated workflows to simplify document processing
Potential Use Cases and Benefits
Store and manage membership applications seamlessly
Facilitate communication by sharing documents with members directly
Organize meeting minutes and important reports in one location
Enhance compliance by keeping all necessary documents accessible
Increase staff productivity with streamlined document retrieval
With our Document Management Software, you can solve the common challenges of disorganization and inefficiency. You will spend less time searching for documents and more time focusing on your members. By adopting this software, you can confidently enhance your services and ensure a smoother operation.
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
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08/16/22 01:44 PM
Ben Castor
ben.castor@email.com
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08/18/22 01:44 PM
Samantha Lowe
samantha.lowe@email.com
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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 Membership Organizations by pdfFiller
Handling contacts and documents doesn't have to be a tiresome and unproductive process. With pdfFiller's Document Management Software for Membership Organizations, you no longer have to spend effort and time manually cataloging records by customers and searching for appropriate files. You can conveniently store personal customer data, group them, add notes, and keep track of records.
Follow the steps below to utilize Document Management Software for Membership Organizations:
01
Sign in to your account or make a new one.
02
Switch to the CRM in the menu at the top of the page next to the Documents section.
03
Import your contacts from Google or add a new contact manually.
04
See 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 information (name, email, phone number, etc.).
07
Complete adding a card with the Save button.
08
Attach documents to the card and leave notes.
09
Group clients by attributes in their cards, for example, by organization.
Use pdfFiller’s CRM to manage your contacts and documents quickly and efficiently.
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
Here are 7 steps to create and implement a document management strategy: Determine Who Will Take Charge. Assess the Current Filing System and Determine Strategy Requirements. Identify Each Document. Establish Procedures and Requirements, Then Document. Preparing the Strategy. Purge Unnecessary Documents.
What is an example of document management system?
PDF Readers are the best example of a Document Management System through which you can access the PDF file offline and store it to view and even print and publish it anytime at any place.
