Streamline Document Management with a Comprehensive CRM
As a business owner, the last thing you want to do is call a client to inform them that valuable documents are missing.
Not only does electronic document management help with a secure CRM keep client documents safe, but integrated features such as a client portal, client scheduling, and top-notch security also keep documents easily accessible and secure for both staff and clients.
Features Designed for Your Convenience
ProClient Docs offers business owners a safe and secure way to manage the influx of documents received daily.
Online Viewing and Downloading
Using ProClient, you can view a list of all documents by clicking on the link to view the PDF. You can also click on the action button to add tags, view document details, securely email a document to your client, download a document that has been recently uploaded, or delete a document, all from a single screen.
Improve Staff Collaboration
Staff can be granted access to all relevant documents electronically, with document access tracked for audit purposes. You’ll also be able to manage multiple versions of any document using the version control feature. All previous versions are saved for audit purposes, eliminating the possibility of overwriting a valuable document and losing valuable information.
You can quickly lose your client’s trust if your system is hacked. ProClient offers top security features including:
- Daily data backups
- Data stored on U.S. servers exclusively
- PCI DSS security for all credit card transactions
- Two-factor authentication
- Secure Sockets Layer (SSL) technology to protect client data
Try ProClient Free for 14 days
If you are sick and tired of using what feels like a million business tools, it’s time to try our comprehensive management system.
Everything you need is right here in our easy-to-use and highly customizable CRM.