eKo CRM, your cloud file storage software
Easily archive your plans, confirmed orders, company presentations and product documentation, and find them again without difficulty, even when you are away from the office.
- Files of any format stored on contact records
- Files of any format stored in the document library
- Scan to eKo feature *
- Microsoft Exchange mailbox integration
eKo CRM® also includes electronic document management. It lets you save your electronic files of any format directly in the tool. Document management is a key part of going paperless and digitalising your business processes.
"Where are the orders for our customer ACME?" - "Have you looked in the storage on the ACME record?"A typical conversation between two eKo CRM® users.
eKo lets you store documents centrally, directly on your contact records, and also in the eKo drive library, which has two separate storage areas: one strictly personal, the other shared with all the members of your team. You can then easily find your electronic documents using a simple, familiar folder structure.
You can store files in many places throughout eKo CRM®, for example as an attachment to a sales document or an item description. Subject to technical feasibility, eKo CRM® can also be connected to the scanner on your photocopier for a scan to eKo feature. There is even a function for splitting scanned PDF files.
Do you use a Microsoft Exchange® mailbox? eKo CRM also synchronises with your mailbox and retrieves your incoming emails and their attachments, so you can attach them directly to the record of the contact who wrote to you.
Depending on the rights granted to each user, these archived documents are available to, and shared with, the whole team.
An electronic document management solution brings real productivity gains to your business.
