Smart document management between SmartVault, QuickBooks and ResultsCRM!
Do more with SmartVautt & ResultsCRM working together.
- Add documents to any record within ResultsCRM or QuickBooks.
- Scan and attach in one step. Easily file agreements, contracts, diagrams and other documents, connecting them to any record in ResultsCRM and storing them securely in SmartVault.
- Attach & view documents at the company level. View all contracts, diagrams, and other business documents in relation to the entire account record.
- Work within the application of your choice. Access documents from within ResultsCRM, SmartVault, and/or QuickBooks, regardless of where they were originally added, and without duplicating storage.
- Access documents anytime, anywhere via web portals.