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TrigoldCrystal CRM: Document Management PDF Print E-mail

Document management, one step nearer to the paperless office

The Document log provides access to all of the documents that have been generated during the course of a financial review. The Adviser may also attach documents that have been obtained from other sources e.g. a provider’s website and email any of the documents direct to the client.

The documents can be viewed across the whole client base or on a per client basis. CRM’s flexible grid control allows the user to sort and group the documents as required and ensure all required letters are issued.

Document Management

Key Benefits

  • All docs related to the case stored in one place
  • All correspondence including system generated emails also stored
  • Ability to email any document
  • Manually attach documents
  • No need to fax documents to compliance
  • Compliance process brought forward, therefore quicker resolution and commission payments
  • Basic and Advanced search