CRM Solutions

Many of our clients use a customer relationship management (CRM) system as a critical component of their sales and ordering processes.  SalesDoc Architect integrates with most CRM packages to further streamline these processes for you so that you can generate proposals and other sales documents in less time.

With CRM integration, SalesDoc Architect users can access customer data, pricing and processes without having to re-key data or store duplicate information.

Advanced CRM Integration:

CorsPro has partnered with Tigerpaw Software, a leading CRM solution provider, to create a fully integrated process that eliminates the need for re-keying data.   Users are able to export customer data directly from Tigerpaw CRM+ to SalesDoc Architect to begin a proposal, eliminating the need to key in this information manually. Once the sale is made, users can then import the SalesDoc Architect solution configuration data directly into Tigerpaw CRM+ to manage all their installation orders, service management, invoicing, purchasing and accounting.  SalesDoc Architect can also seamlessly search the Tigerpaw price book.  Read more about our Integration>