Manage client documentation, project files, contracts, and compliance reports seamlessly within Salesforce. Prevent duplicate files, enhance collaboration, and retrieve documents instantly with Cartularius - readily available for IT and consultancy professionals.
IT and consultancy firms handle high volumes of sensitive client data and project files, leading to common challenges:
Without the right tools, these challenges can disrupt workflows and frustrate both clients and team members.
Key Features Available for Consultancy & IT Firms:
Connect project files, client reports, and contract documents across Salesforce objects.
Benefit: Maintain a single source of truth for all IT and consultancy records.
Automatically recognize and sort technical documentation, contracts, and compliance reports.
Benefit: Save time and improve document organization across multiple teams.
Structure documents using predefined hierarchies for client accounts, contracts, and compliance records.
Benefit: Keep all files organized and easily accessible.
Store large IT documentation and project files securely with enterprise-grade cloud storage.
Benefit: Ensure quick access and data protection for all client records.
Edit project reports and contracts directly within Salesforce.
Benefit: Maintain version control and ensure smooth collaboration between consultants and clients.
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.