If your business relies on CRM software to stay in touch with customers, leads and other contacts, M-Files can make your life easier – and your business more efficient.
M-Files integrates smoothly with Microsoft Dynamics CRM, Salesforce CRM, NetSuite, and essentially any other Customer Relationship Management system, whether it's a commercially available product or a specialized system developed in-house. When working with M-Files in conjunction with your chosen CRM, customer-related documents – such as proposals, presentations, contracts, purchase orders, invoices, quotes and emails – can be quickly located and accessed directly from the interface of your CRM. The interface is real-time and bi-directional, so changes in your CRM show up automatically and instantly in M-Files, and vice-versa.
With M-Files integrated with CRM system, customer-related documents – such as proposals, presentations, contracts, purchase orders, invoices, quotes and emails – are included as a key part of your customer relationship management system.
M-Files’ CRM solutions are easy to set up and configure without requiring a major implementation project or a significant investment of time and IT resources.
M-Files enables you to incorporate cloud-based document management into your existing on-premises CRM systems, or conversely, integrate on-premises document management into your cloud-based CRM. The resulting “hybrid” model supports a uniquely flexible computing environment that empowers you to maintain your current CRM deployment approach while utilizing M-Files to improve the way you organize, manage and track important documents and processes related to your customers.