One of the many things a cloud-based CRM solution can do for you is assist with your document management. As well as the important task of providing virtual space for you to store that documentation, you can associate those documents in all the right places.

This offers you a great way of reducing the need to keep duplicate or even multiple copies of a document. For example a quote can be sent out and linked to companies, contacts or leads, without having to create those documents individually. With a link to all those documents getting set up and kept on all the relevant records, you can

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Here at OpenCRM we have a commitment to helping you tidy up your office or workspace. With our contact management solution we have already helped you eliminate those racks of CDs, folders, filing cabinets and old computers stacked in the corner that still contain archival data. Now let us assist you in getting rid of those shelves full of manuals, instruction guides and “how to” brochures that you have collected over the last months and years.

OpenCRM contains a Documents Module which is a place where you can store all the corporate documentation you need – user manuals, white papers,

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