Document Management » Companies & CRM

Companies & Customer Relationship Management » Document Management

When document management becomes an issue how do you choose to deal with it? SQLWorks can manage documents with ease, assigning them to specific companies and ordering them how you like, you can retrieve them from the SQLWorks window just as you would a file server and use drag and drop to upload to a shared, secure volume on your office network. SQLWorks can keep track of your files and keep them organised, so you don't have to, but you still have the same degree of control as before. Alternatively you can setup a database of documents, imposing a stricter regime for your workforce and requiring file access via SQLWorks. Both systems will result in quicker, easier, and more secure options for the filing of your documents. For more on document management, find out about our document scanning system.

Keep track of all incoming and outgoing correspondence
Manage, store and retrieve your documents with ease
Backup your documents with your data

What Is SQLWorks?

Delivers fast & accurate information on Windows, Mac and Mobile systems
Proven 20-year track record based on client driven development
Cost effective, flexible and fully configurable for all types of business

Accounts & Finance

Complete transaction history, in depth statistics and advanced reports are available in an instant
Intuitive design and layout can be configured per company, per team, or even per user
Fully integrated with all other systems including warehousing, CRM, diary and more

Sales Order Processing & Stock Management

Full sales order progression and automated/manual stock allocation
Component based stock ledger for bill of materials and kitting allowing for alternate construction models
Transaction history provides batch level recorded traceability from incoming purchase order through to outgoing delivery note

Companies & Customer Relationship Management

Setup and control companies with as much detail as you like sharing single contact and address records between them
Fully functional calendar and word processing features allow for even more integration with multiple areas of the system
Project/campaign management, pdf writer, built in e-mail client, spell checker and more

In Depth Features

Take advantage of our focused development programmes, driven by client demand
Become a development partner and help develop new features for future versions
Explore some of the key features of SQLWorks and see how they can work for you