Does everyone seem to have their own way of filing documents? Do you find the Windows tree-views to be complex and cumbersome?
Let Efficy help you file and manage your documents. No more wasted time when you are looking for a document or when you want to file it in two or three different folders. With Efficy CRM, your documents are centralised and always ready for consultation, on Intranet as well as Internet.
Due to a dynamic management of metadata, Efficy CRM differentiates your documents according to whether they are purchase orders, invoices, contracts, offers, etc. Furthermore, Efficy’s multidimensional structure makes a completely new kind of filing system available to you. You’re no longer limited to a one-dimensional arrangement as in Windows. You can now link your documents with different entities such as projects, clients, contacts etc. without any limits. With each link, a new bridge is built that connects to your information.
