Integrated CRM and Document Management in your secure cloud
- Keep track of your customers, leads and accounts with leading SuiteCRM software
- Access your Webrecs documents directly from your accounts and contacts
- Synchronise your customer data with other systems through our custom modules
1. Track calls, leads, accounts, meetings and opportunities within chosen dashlets on main dashboard.
2. Track your overall company growth through our Charts and Graphs dashlets on your dashboard.
3. Strategise your geographical target areas for client acquisition, offices and factories using our Map Markers/Areas dashlets.
4. Monitor your activity feed to see what has been updated.
5. Access your document management system directly within your CRM system, filter by document type and subtype through our DMS/CRM integration.
6. Send emails directly to customers using custom email templates and connecting through our SMTP server.
7. Import files and contacts from vCard and other templates.
8. Track everything on your CRM calendar, and integrate with other online calendars.
- Manage all business documents with our leading open-source and custom solutions
- Eliminate misfiling, lost documents and folder sprawl with our unique auto-filing system.
- Collaborate with multiple entities such as clients, funds and projects
1. Monitor multiple documents and 3rd party applications within dashlets on your dashboard.
2. Create standalone sites for clients, funds and internal/external projects to store related documents in separate systems and collaborate with unlimited stakeholders/users.
3. Search for documents easily using advanced search functionality by content (free-text search by keyword within document content) and document properties.
4. Set cascading document properties for each document by type and subtype allowing pre-configured scripts to rehome documents automatically.
5. Drag and drop files into your document repository browser to update files.
6. Control the access level for internal and external users within your document management system and multiple project sites.
7. Import and export files easily to and from other cloud storage applications such as Dropbox, Google Drive and OneDrive.
8. Batch data keying interface allows fast data-entry for multiple documents.
- Insure your documents with full electronic document regulation compliance through our unique Relocatable User Backup (RUB) facility
- Customize your cloud software through our add-on services to suit your unique business needs
- Integrate with many 3rd party software solutions such as Xero, Class, Jira, Confluence, Dropbox and OneDrive
1. Backup all the system files in your cloud with audit trails and documentation history into your RUB file, and restore everything to a computer if anything happens.
2. Comply with electronic document regulations and use your documents legally in court.
3. Customize how your system works on the server and client side, as well as create colour themes unique for your business through our add-on services and templating technology.
4. Access and connect to other business software like Xero, Class and Jira on your Webrecs dashboard through our 3rd party integrations.
5. Access and contribute to our company wiki to get the latest crowdsourced updates on the cloud technology that you and your business stakeholders will be using.
We work with leading companies across multiple industries.
"Webrecs is central to the digitization and secure management of documents for over 3000 funds" - Meg Heffron, Head of Customer of Heffron SMSF Solutions
"The Webrecs RUB facility is a crucial piece of our medical research compliance and the collaboration capabilities provide for secure datarooms" - Dr Robert Daniels, CEO of Elastagen