Customer Document Management

Say goodbye to the hassle of collecting documents from the field. Easily scan, verify, and send documents for approval and archive instantly all from your mobile device with a single click.

Boost operational efficiency with smart verification

Instantly scan customer documents with your mobile device. Use smart verification to proactively alert your sales team about missing, incorrect, or soon-to-expire documents, either during scanning or route planning. Make sure the right documents are collected in one go.

Break down organisational silos with automated workflows

Trigger automated workflows within your organisation the moment your sales team scans a document in the field. Optimise stakeholder communication and remove silos between departments. For example, automatically notify the finance team or send documents for manager approval using custom workflows that fit your needs.

Archive documents digitally with one click

Ensure documents scanned in the field are automatically sent to the correct subfolder in your storage system, with the right format and name. Digitise critical documents directly from the field and securely archive them.

Automatically populate customer fields

Use smart data capture to extract necessary details from documents and automatically input them into the relevant customer fields. Free up your sales team to focus on what they do best—selling.