Document management and customer relationship management system
The system ensures the movement of documents in the company according to generally accepted standards, automation of work with documents, organization of relationships with customers and the sales process.
Service functions include setting access rights for various types of documents using a hierarchical personnel structure, tools (search system, document processing stages, coordination, distribution), the organization of multi-user work and the ban on simultaneous editing of a document by several users, combining frequently performed operations in a continuous sequence, setting up processing steps for each specific type of document.
It is possible to add processing stages, edit and delete data export from types and forms to Microsoft Excel and Word office for generating reports and exchanging data with other organizations.
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