Various formats can be used: PDF, Office documents such as Word, Excel or Powerpoint, videos, CAD documents etc. If you already have a document management system in use, it is possible to couple it with PisaSales CRM.
For example, attachments of synchronized e-mails are always assigned to the right contact person or a quotation document is always assigned to the right process. These n:m links allow you to quickly find all related documents in the current context. In addition, PisaSales CRM offers a high-performance full text search engine. It performs a search on the entire data base including the content of all documents. Search terms can be entered as in established Internet search engines. The found text passages are highlighted in a preview window. In this way, you can find exactly the document you need in a flash.
Thanks to the standard coupling to Microsoft Office, you can save documents directly from Microsoft Office to PisaSales CRM with a single click. Documents that are already in the system can be edited and saved back directly from the CRM. While editing, the document is locked for other users.
PisaSales CRM maps the life cycle of documents via a status (e.g. document in development, released, not current, archived). You can also define the validity period of a released document. A version management helps you to manage different statuses of a document. The version history in the document master always displays the most current document version.
The duplicate check serves to identify and avoid duplicates in documents. The functionality is similar to the contact duplicate check. However, it does not check for names or similar visible fields, but for a hash value of the content. If a document is changed or newly created, the corresponding hash value is automatically generated and saved in the document. When adding new documents via drag & drop, manual check-in or synchronization with your e-mail system, the system always searches for duplicates. In case of a duplicate you will be warned.