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Elevate your Salesforce
Document Management

Discover the powerful features of Cartularius, the ultimate Salesforce-native document management solution.

Driven by the strategic Document Value Management (DVM) Model, 
Cartularius turns your documents from liabilities into assets.

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The DVM Model

With an intuitive user interface, seamless Office 365 integration, and robust storage in your Amazon S3 environment, Cartularius empowers your team to manage, organize, and collaborate on documents with ease.

BENEFITS

Discover the power of Cartularius

Maintain an organized workspace with a structured approach that categorizes and stores every document where it belongs.
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Experience an intuitive interface modeled on familiar systems, making it simple to manage documents without a steep curve.
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Automate routine tasks like file organization, bulk uploads, and exports to reclaim precious time for more strategic activities.
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Harness the power of AI to categorize files, generate summaries, and streamline your document processes for better efficiency.
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Industries

Empowering industries with
Intelligent Document Management

Cartularius delivers streamlined, secure, and intuitive document solutions designed to meet your industry's unique demands.

Automotive

Accelerate your workflow with streamlined file organization, secure integrations, and fast data retrieval.

Real Estate & Realtors

Effortless document management and secure file sharing that streamlines transactions and accelerates closings.

Financial Services & Insurance

Robust security, precise document tracking, and automated workflows for compliance.

Health Care

Secure, compliant file management to streamline patient records and optimize workflows.

Media & Communications

Creative file organization with fast access, sharing, and dynamic previews for content teams.

Travel & Hospitality

Effortless document management that enhances guest experiences and streamlines operations.

Retail

Logical storing of files with automatic version control, making the right version of any document easily retrievable.

Consultancy & IT

Tailored document solutions, agile file management, and secure collaboration for your projects.

Non-profit

Cost-effective file management, secure data sharing, and intuitive collaboration for mission-driven work.

Seamless integration with

Office 365 products

Work with Word, Excel and Powerpoint documents directly in Salesforce.

Edit, create, and collaborate on Word, Excel, and PowerPoint files directly from Salesforce. Cartularius integrates Office 365 features, allowing real-time collaboration with colleagues on the same file, enhancing productivity without leaving your Salesforce environment.
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Use Cases

Transform your workflow

Explore real-world scenarios where Cartularius drives efficiency with streamlined document management, intelligent automation, and seamless collaboration.

Streamlined Document Management

Effortlessly upload, organize, and access files using automated workflows that keep your data structured and always at your fingertips.

Effortless Collaboration

Work directly within Salesforce on Office files with real-time co-editing and secure sharing, ensuring your team stays in sync.

Intelligent Automation

Leverage AI to automatically sort and summarize documents, reducing manual effort and accelerating decision-making.

Enjoy a 30-day trial and transform your workflow today

Install Cartularius now and experience the best Salesforce document management solution and enjoy clean and structured data and optimized processes, risk-free for 30 days.

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Resources

Learn more about Cartularius

Discover expert insights, practical tips, and in-depth stories to help you unlock the full potential of Cartularius.
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Have Questions? We're Here to Help You.

Unlock the full potential of your Salesforce workflow with Cartularius. Our experts are ready to answer your questions and guide you toward a more efficient future. Get in touch today.

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Discover the power of Cartularius in a personalized demo. Our experts will showcase live examples tailored to your business. Get your questions answered and see how our solution streamlines collaboration and accelerates processes. Schedule your demo today and unlock smarter document management.
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Please provide us with your Name, Job Title and Email Address and you will receive the complete predefined list of Document Categories and Document Types in your inbox.

Get Quote (Enterprises)

Please provide us with as much relevant detail on your needs as possible at this stage in the form below. We understand your business is unique and we would very much like to get you the best offer possible. Thank you!

Get Quote (Non-Profit)

Please provide us with as much relevant detail on your needs as possible at this stage in the form below. We understand your business is unique and we would very much like to get you the best offer possible. Thank you!