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FEATURES > DOCUMENT MANAGEMENT
Breathe new life into sales and marketing documents
Centralize, share, collaborate on, track, and optimize marketing and sales documents. Additionally, integrate with Dropbox and Google Drive for more free space.
What is document management?
Document management is the process of receiving, sharing, tracking, storing and organizing documents more effectively.
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Store and share easily
Store, search, and share your documents from right inside Vtiger
Help sales and marketing get important information to prospects and customers faster by uploading often used presentations and whitepapers to Vtiger. From there, salespeople can search for them using any document metadata, or share them with customers in one click.
Share documents in a click from the email composer
In one click you can upload a document, or to share a link to a document in Vtiger's document library. Document links let recipients view the document in Vtiger's tracked document viewer.
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Track the document engagement in real-time
See real-time, page-level, and to the second engagement metrics
See how every contact engages – in real time, at the page level, and to the second, with every document that you share with them, to help guide your next sales conversation.
See a contact’s document engagement on their CRM record
Vtiger automatically surfaces any document shared between you and leads and contacts right inside the contact’s documents widget. This also shows you key stats on how the contact engaged with each document.
#time-interactions
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Collaborate privately with contacts on sensitive documents through the document viewer
Exchange messages right on the document viewer. Need to involve someone else? Invite them using the share button. CRM users receive in-CRM notifications of new comments, while other contacts receive email notifications. This keeps everyone in the loop driving deals forward.
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Collaborate internally to improve documents
Share knowledge about how to improve document use, or documents themselves, through the document's internal comments box. Use @mentions of people or teams to draw their attention to the conversation.
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Integrate with Dropbox and Google Drive
Get virtually limitless storage, and share files with those outside the organization by integrating with the most common third-party file-sharing providers.
CASE STUDIES
Why our customers love us
Sales Productivity
Breezway consolidates and automates its business processes with Vtiger, resulting in YoY sales growth.
Automate
Pactia uses Vtiger Workflows to automate its sales process to save time and focus on the more important tasks.
Customer base Growth
GB Advisors customizes its CRM experience using Vtiger to scale up its customer base exponentially.
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