Integrated DMS with CRM
Document management controls the life cycle of documents in your business and how they are created, reviewed, and published, and how they are ultimately disposed of or retained. IPEX specialise in ensuring you understand and follow the best practices around document management.
Although the term “management” implies that information is controlled from the top of the business, an effective document management system should reflect the culture of the business that uses it. The tools that you use for document management should be flexible enough to enable you to tightly control a document’s life cycle, if that fits your enterprise’s culture and goals, but also to let you implement a more loosely structured system, if that better suits your business.