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Ease of use

Documents and Emails are the content of your business — embedding and tracking this content through your CRM and make bring better communication and automation to your business.
DocMan enables this by one-click generation of documents and emails within CRM, drop and drop uploads, and integration with Outlook.
This makes document management easy for your teams, and then enables automation to start looking at how documents and external communications can be automated as part of your core business process flows.

One Stop Shop

DocMan serves required information at the touch of a button by giving you access to documents directly within CRM, this helps give a 'one-stop-shop' for accessing customer data between Emails, Documents and other Attachments.

DocMan is based on Dynamics 365 as part of Office 365 and allows us to liberate how we access documents and files by the anywhere and any-device approach.

  • Never lose a Document again by having everything linked up to the relevant record in CRM.
  • Tag Documents for easier searching
  • Generate Documents in a click following templates that can be as simple or complex as you need them to be.
  • Create or Delete Folders to help organise the Documents for a Record.
  • Avoid the 'bloat' of different systems, laptops and network drives — this keeps your data real estate to a manageable structure that helps define the Information you hold for GDPR Compliance.
  • Access Documents through the CRM or SharePoint at any time and on any device.
  • Enforce the level of security you need for strong Data Access Protection between CRM and Documents

Read more about DocMan

  • "Paul has made a real difference to how my team of 24 people record and store valuable customer data and sales opportunities. Highly recommended."

    James, Operations Director

  • "Understanding your business allows us to advise when to implement aspects of CRM and, likewise, when not to."

    Paul McQuillan, Managing Director

  • "Dynamics 365 and CRMCS have made a real lasting difference to our business, allowing us to replace older systems that were holding back our performance."

    Grahame, Chief Operating Officer

  • "James worked well with us to help connect CRM with Outlook and relate how this might benefit our team using CRM for Property Care."

    Natalie, Property Care Supervisor

  • "Matt was really good with helping us run User Testing on the new Compliance Module of our CRM System."

    Tom, Compliance Administrator

Prefer to go old-school?

Write to us using the below addresses.

Head Office
CRM Consultancy
61 Oxford Street
M1 6EQ

London Office
CRM Consultancy London
Grosvenor Avenue

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