Software > Business Management > Document Management Systems (DMS) > DOCUframe
Document management, CRM, archiving, communication, workflow

DOCUframe

Document management, CRM, archiving, communication, workflow
 
 
 
 
 
 
 
 
Software exposé

DOCUframe is everything your company needs for organization and communication! The software fulfills all requirements of a document management and archiving product even in the basic version. All incoming files are captured and archived in an audit-proof manner. This reduces the effort for the employees enormously. Smooth communication is "almost" everything these days. DOCUframe ensures that all documents, such as fax or e-mail, are automatically assigned to the respective customers. In this way, the optimal basis for an efficient customer approach is created.

Overview Performance Features:

  • DOCUtoday, Important information at a glance
  • Groupware
  • Archiving
  • Process and resource management
  • Workflow
  • Document management
  • Customer relationship management (CRM)
  • Campaign management
  • Event management
  • Qualified electronic signature (e.g. for e-billing)
  • Time management
  • Knowledge management
  • Project management
  • Process management
  • Communication platform
  • MobileCLIENT/PDA
  • webCLIENT
  • Graphical capacity planning (CRP)
  • Personnel time recording
  • Production data acquisition (PDA)
  • VISUALcontrol - object control (graphical control of building and building services)
  • Optional STAMPIT

Document management forms the basis for successful management of customer relationships. The archived data can be used as the basis for extensive statistical evaluations and thus help with important business decisions. DOCUframe combines CRM and DMS in a single software application. Documents, which the customer creates himself, form the basis for the individual approach of the customer via the most modern means of communication, such as e-mail, fax, SMS, mobile client and telephony.

You have all the functionalities you need for successful communication and for controlling your business processes always at your disposal and thus keep everything in view.

But with DOCUframe, you can manage not only customer relationships, but practically all relationships with interested parties, suppliers, manufacturers and even your own employees. The software includes, among other things, project management, campaign management, workflow control, process management and time recording, as well as other important subject areas. Through the object-oriented software and database architecture, DOCUframe is particularly future-proof. Through the programming language DOCUcontrol, the solution can be perfectly and precisely adapted to the requirements of your enterprise. By the way, the changes remain release-capable.

Target groups:

medium-sized companies in all industries

References:

  • Bucher GmbH
  • Schöchl Yachtbau GmbH
  • AUDI Zentrum Osnabrück
  • ROWO-FOOD GmbH
  • L+S Kunststofftechnologie Wertheim
  • Security Center GmbH
  • René Koch AG, CH
  • Adlerhaus GmbH
  • Volz Luftfilter GmbH & Co KG
  • ...

Functions (excerpt) of DOCUframe:

Queries
Filing structures
Address and contact lists
Address Books
Address merging
Address synchronization and matching
Address management
Change documentation
Change logs
Change tracking
Requirements management
quotation management
Creation and deletion of documents
Contact persons
Archive access rights
Archiving
Archiving, paper documents, scanning
Article, customer and invoice numbers
Attribute search
Task management
Listing of customer purchases
Order times
Outgoing mail
Autocorrect
Document archiving
Notification system
Range search
Report management
Complaints
Libraries
Collaboration
project groups
Computer Telephony Integration (CTI)
Controlling functions
CRM
CRM integration
CRM customer data reconciliation
CRM interfaces
Dashboards
File archiving
Digital stationery
DMS
Document signatures
Document display
Documentation systems
Document commenting
Document workflow
Document archiving
Document input
Document indexing
Document classification
Document control
Document templates
Print archive
Duplicate functions
E-mail alerts
E-mail attachments
E-mail archiving
E-mail integration
E-Mail dispatch
Real-time search
Editor
Outgoing payments
Electronic files
Reminder and escalation functions
Escalation management
Escalation mechanisms
Favorites management
Error description
Formatting
Form and document processing
Gantt charts
Large address quantities
Magazine archive
Hierarchies
Import formats
Indexing
Index management
Calendar and appointment management
Calendar functions
Campaign management
Capacity planning
Categorization
Classification systems
Communication tools
Contact management
Contact persons
Contact planner
Cost management
Customer communication
Customer display
Customer data
Customer data import
Customer groups
Customer history
Customer accounts
Customer account overview
Customer portal
Customer registration option
Customer management
Lead management
Bookmark
Delivery addresses
Delivery addresses
Mailing lists
Mailing functions
Client management
Multiple links
Milestones
Metadata
Metadata search
Migration of addresses
Sample letters, contracts
Sample contracts
Sample templates
PDF Viewer
PDF file
PDF creation
Problem management
Project workflow
Project acquisition
Project evaluations
Project-related vacation planning
Project budgeting
Project controlling
Project data acquisition
Project costing
Project ID
Project cost centers
Project Management
Project planning
Project forecasts
Project statistics
Project templates
Project timing
Project time recording
Quality management
Search
Legally compliant archiving
Travel expense report
Complaint Management
Remote access
Resource Management
Review management
Risk management
Scanner
Interfaces
Mail merge functions
Backup and archiving
Signature management
Master data indexing
Master data management
templates
Statistics
Keyword search
Search
Search strategies
Support project management
Spreadsheet
Phone logs
Template-based document creation
Scheduling
Text integration
Text module management
Text editing
Text Recognition (OCR)
Text recognition results
Text filter
Color text passages
Text templates, sample texts
Thesaurus
Ticket processing
Ticket system
Transfer of index data
Variable support
Event Management
Sales opportunity management
Keywording
Encryption
Encryption options
Versioning
Sales call planning
Administration
Viewer
Full text search
Template management
Preview
Watermark
Resubmissions
Knowledge management
Incoming payments
Time planning
Central address management
Access rights
Additional database fields
mailing addresses

Price

on request

Get to know the software better! Request a video appointment for a personal presentation!

Technical specifications:

Web-based:
no
SaaS, Cloud:
no
On-premises (local installation):
yes
Multi-user (network-compatible):
yes
Multi-client compatible:
yes
Maintenance:
for a fee
First installation (year):
1999
number of installations:
1200
Manufacturer based in:
Germany
Training:
for a fee
Hotline:
for a fee
Installation support:
for a fee
Documentation:
Manual, Online Help
Dialogue language(s):
English, German
System requirements:
Compatible operating systems (runs with):
Win 11
Win 10
Win Server
Mainframe based
Unix based
Linux based
Mac OS
Mobile OSs (supports):
iOS
Android
Old Compatible Operating Systems:
Win 8
Win 7
Win Vista
Win XP
Blackberry
Min. memory requirements:
2 GB RAM
Other requirements for soft- and hardware:
Processor: Intel Pentium / AMD Athlon 2 GHz or higher, RAM: min. 2 GB (client), min. 4 GB (server)

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