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E-docs

  • CRM RUNNER enables streamlining your document management with its E-doc feature eliminating tedious processes of paperworks.
  • Create documents like proposals and contracts and customize them as E-Docs with CRM RUNNER.
  • Extract the exact document in time to fulfill the needs of your business without compromising on your time to drive revenues.
  • To spend more time looking after your clients’ needs and growing your business, you need a CRM automation that fulfills your paperwork needs.
    • CRM RUNNER helps you scan files and add initials to them.
    • Create proposals and make contracts customizing them as E-docs that you can send to clients as and when needed.
    • You can share the document files with your teammates as per project requirements and keep the workflow going.
    • Get electronic signature uploaded and save time when it comes to expediting official processes.
    • Set role-based permissions for accessibility to different document types depending on your organization’s hierarchy.
  • Store your documents in the cloud with CRM RUNNER and make your office work simpler than you could ever imagine.