Why Is Document Management Important for your Contact Management Software?

Most contact management software (CRM) solutions include some kind of document management features. Typically these features includes the option to archive/link a document to an entity, such as a contact, company or project and collaborate with other users. This can become very useful as now users can view entity information in addition to all files related.

However, the main problem with these contact management solutions is that they don’t offer complete document management features, such as version control and reverting to a previous version. Without these 2 essential features, most contact management software’s on the market still force their customers to either purchase a 3rd party document management software or manually create new version of a document each time they want to make changes.

for this reason, InfoFlo includes complete document management features. It is the only contact management software on the market that includes all the features: document archiving (document linking), collaboration, version control and revert back to previous version. With this complete feature set users can enjoy all the benefits of a contact manager software fully integrated with all the document management features they would need. There is no need to purchase a 3rd party document management software and all information is stored on one central server, rather then on two separate servers.

You can find more information here: http://www.carmelvision.com/document-management.htm



How Do I Link Emails to Contacts in Outlook, Gmail, ACT or any other Contact Management Software?

Wouldn’t it be nice if your contact management software automatically linked emails to contacts for you?

Just imagine not having to spend the time in creating rules and filters in Outlook, or how much money you would save not having to pay a consultant to set it up for you.

If you are using InfoFlo as your contact manager, that’s exactly what you get. You’ll never need to link emails again as the software knows to automatically link emails to contacts for you. It does this by checking if an email that has just been downloaded by the system matches a contact that has been added. If it finds a match it automatically links the email to the contacts and marks the email as Known.

At any time an InfoFlo user can see all emails linked to a specific contact, while still having and Inbox view of all Known (emails from contacts added to InfoFlo) and Unknown.

We at Carmel Vision are proud to be one of the few software companies to offer such a feature. Our customers definitely appreciate the time and money that we are saving them.