Near paperless document management and e-filing

System Features

  • Document management system with LibreOffice suite integrated into the CDP and CRM

  • Open Data Format compliant word processor, spreadsheet, draw and presentation programs

  • All documents stored in a secure SQL database which supports nine different file formats

  • Document import, export and conversion facility which supports fifteen different file formats

cimso identify software suite

Document Management

  • User defined electronic filing index in tree view format with fast drag and drop file management

  • Dynamic linking of documents to customer and staff profiles as well as saving to the e-filing index tree

  • Powerful document console with extensive filters for fast document scan, import, search and retrieval

Data Merge

  • Extensive merge fields from customer profiles and other management areas in the CDP

  • Personalised bulk (mass) mailing blasts to status segmented marketing groups

  • Automated e-mail, fax and postal mail document transmission with failure reports

  • Flexible document templates with merge fields integrated to specified system reports


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Software
Selector



Connect Software Suite


Single or bulk blast e-mail, SMS, fax and snail-mail communications software:
COMMunicator
DOCmanager
MAILmerger
SMSmanager
PHONEmanager
FAXmanager

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