While it may be arguable that CRM systems were never meant for document management, it cannot be argued that a good deal of customer interaction is document-based. And this probably the reason that ...

Cabinet NG (news, site) and Tigerpaw Software have integrated their respective document management and Customer Relationship Management (CRM) systems. Marriage of these two products, at least ...

With one of the best document management systems in the CRM space, Apptivo is best suited to SMBs that deal with large stacks ...

CHICAGO, IL--(Marketwired - September 20, 2016) - Technology Advisors Inc. (TAI) announces a new partnership with cloud-based Customer Relationship Management (CRM) solution, Flexidocs, to deliver ...

Efficient document automation and document management are one of the keys to closing deals fast and making sure paperwork does not get in the way of securing business with major clients. Having a ...

Zoho CRM today launched MailMagnet, a smart email filtering that gives sales staff a quick view of correspondence with prospects, integration with location-aware apps, and a new document-management ...