Based on the XRM Framework©, Correspondence Management System is an essential tool for any organization, allowing you to manage all institutional correspondence with your business partners, as well as securing all information and relevant documentation for tailored communication.
Multi-level search with filters for all record fields.
Keyword(s) search in communication documents or attachments of any record from any table.
Organization of all correspondence related to processes, projects, entities, contacts, among others.
Document attachment of all types to any record from any table.
Normalization of communication interfaces, assuring a unique and consistent external image.
Pre-defined and pre-approved document models for usage in different documents
All personal data are safely stored.
GDPR compliance support, ensuring the integrity and confidentiality of data.
Integration with productivity tools: Microsoft Word, Excel, Outlook.
Data export to Excel
Customized communication, single or generatd en masse.
Mailings, eMailings e smsMailings
Corporate activity information management through the recording of all information relative to stakeholders and documents
Follow-up of inbound and outbound communication
Management by dates, assignees and type of follow-up
Received correspondence workflow
Phases and participants are customizable per document type
User-level language selection
Available: English and Portuguese
Windows 8.1 or above
Microsoft SQL Server 2016 Express or above
Microsoft Word for customizing letters
Microsoft Outlook for customizing emails