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CRM System Integration

Manage customer records straight from your CRM system.

M-Files is the ideal solution for document management that works with your existing CRM solution.

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.

Top Benefits for CRM Users

Integrates seamlessly with your CRM

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.

Easy setup

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.

Supports cloud, on-premises, and “hybrid” solutions

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. 

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Watch the Guided Tour

Watch a collection of videos that show how M-Files transforms the way your business manages documents and information.

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