Document Management

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Store documents, articles, and more in a centralized database.

Data management and CRM go hand in hand. But did you know that document management goes along with customer relationship management too? OnContact’s document management functionality gives users the ability to store, organize, and share important customer documents, articles, files, and more within a safe and secure database.

MANAGE DOCUMENTS

Keep track of and share customer information, files, and more, all from the same place.

ATTACH DOCUMENTS

Conveniently and quickly attach documents or relevant articles to activities within CRM.

CENTRALIZED DATABASE

Never worry about misplacing relevant articles again with our centralized document database.

FIND WHAT YOU NEED, WHEN YOU NEED IT

Save Important Information

OnContact makes it easier than ever to share important files, documents, articles and more across all users and departments. You can upload and save customer files such as quotes, invoices, terms and contracts, so you and others always have instant access to the information you need. Everything is just a click away so you can stop wasting time searching and start taking action.


With OnContact, You can attach any resources across a variety of areas within the CRM database, including:

  • Activities
  • Companies
  • Contacts
  • Incidents
  • Opportunities

Knowledge Base

Tired of searching endlessly through your desktop or shared online storage to find a particular article, file, or attachment? We don’t blame you. That’s why we created a centralized knowledge base, included within our customer service application. The OnContact knowledge base is a repository of information, allowing users to store files of that can be accessed by anyone who has access, making it easier than ever to share knowledge across users and departments. Once in the database, users simply search for what they’re looking for and utilize the information as necessary.


To make the database even easier to maneuver, you’re able to organize and categorize all of the resources. You can also add unlimited notes, comments and updates to the articles in your knowledge base, and attached files can be emailed directly from within the OnContact knowledge base. This eliminates the need to send multiple emails from separate applications.

Always Safe and Secure

With all your important resources safely stored within our secure CRM software database, there’s no need to worry about losing anything or being vulnerable to information attaches. Your resources will always be safe and secure.

CRM Software Just Got Better.

We’re not priced à la carte. Our CRM solution comes complete with comprehensive sales, marketing automation and customer service functionality. No hidden fees. No extra charges.