Sales and Marketing Automation

Your business relies on CRM software to stay in touch with customers, leads and other contacts. M-Files can integrate with your existing CRM system creating a seamless connection between your core sales automation platform and the critical content that your sales team needs to blow out the numbers. With M-Files, customer-related documents – such as proposals, presentations, contracts, purchase orders, invoices, quotes and emails, can be quickly located and accessed -- directly from the CRM of your choice.

Benefits of M-Files Standard Operating Procedures (SOP)

  • Guarantee high user adoption.
  • Everything in one place.
  • Sharing and collaboration.
  • M-Files plays well with others.