A badly filed document is a lost document. Coyote CRM ties it to a record or a job, gives it a type, a validity and an expiry date, and makes it findable even by searching for a word inside the file.
Not just by name: the text inside PDFs and documents is extracted and indexed. For scans with no text, optical recognition can be switched on.
A contract has a filing date, a start date and an expiry date: three different things, filterable separately.
Filing locally on the server, or on Google Drive, OneDrive, Dropbox or a company NAS over WebDAV.
Price lists, brochures and forms that belong to no single customer live in a shared archive, with permissions saying who may use them.
An attachment that arrived by e-mail or WhatsApp is filed on the customer record with one click.
A video from the Coyote CRM demo series, recorded on real data.
Anyone with contracts, certifications and documents that expire, who would rather not hear about the expiry from the customer.
It depends how you configure it: you can keep them on the dedicated instance, or on cloud storage of your own, or on a NAS on your premises. The CRM handles them the same way.
Yes: the text content of documents is extracted, so the search finds what is inside the file and not only in its name. For scanned documents, which have no text, optical recognition is switched on.
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Half an hour of demonstration, with your own company records and documents. No commitment.