DocSuite CRM
Give client-facing teams one view of each relationship.
DocSuite CRM supports customer relationship management for client-facing teams, so the client and engagement are recorded once and shared by everyone who works with them.
The problem
What DocSuite CRM is built to fix.
Client knowledge sits with individuals
What the firm knows about a client depends on who you ask.
Duplicate records
The same client appears in several spreadsheets and address books, never quite matching.
Relationships and files are apart
Client details are disconnected from the documents and approvals of each engagement.
Where it fits
Client relationships, connected to the work.
DocSuite CRM is customer relationship management built for client-facing teams. As part of DocSuite, the client record can sit next to governed engagement files in ECM and structured approvals in Flow.
DocSuite CRM
Customer relationship management
Governed client files and engagement documents
Reviews and approvals on client work
Capabilities
What DocSuite CRM does.
Confirmed capability areas. Detailed functionality is shown in a tailored demonstration.
Customer relationship management
A dedicated product for managing client relationships.
Shared client record
The client and engagement are recorded once, for the whole team.
Built for client-facing teams
Designed around the teams who work directly with clients.
Part of DocSuite
Positioned to work with DocSuite ECM and Flow on the same engagement.
What it brings
Purpose-built for business operations.
A shared memory
Client knowledge belongs to the firm, not one person's inbox.
One record per client
Teams work from the same client details.
Engagements joined up
Relationship, files and approvals relate to the same engagement.
Continuity
Relationships survive changes in the team.
In practice
A new client engagement, from first contact to sign-off.
How DocSuite CRM sits in a professional services engagement. Scope is confirmed during discovery.
Record
DocSuite CRM
The client and engagement are recorded once, for the whole team.
Engage
DocSuite ECM
Engagement letters and client files are held under governed access.
Review
DocSuite Flow
Deliverables are routed for review and partner approval.
Continue
DocSuite CRM
The relationship record carries forward to the next engagement.
How we deliver
Implementing DocSuite CRM with Umbrella IT.
Discover
We map your processes, systems and governance requirements before proposing a configuration.
Configure
The software is configured around your structures, roles and approval paths.
Integrate
We connect the platform to the systems your teams already rely on, where supported.
Train
Administrators and users are trained in the way your organisation will actually work.
Support
We remain accountable for the platform after go-live as your needs evolve.
Clean data in
We review existing client lists with you before import, so duplicates are not carried across.
Integration
Integration with other systems is assessed during discovery. We do not assume a connector exists until it has been confirmed for your environment.
Deployment
Deployment and hosting arrangements are agreed per engagement and confirmed in writing before contract.
Questions
About DocSuite CRM.
Next step
See DocSuite CRM on one of your own client journeys.
Walk us through how a new client is taken on today, and we will demonstrate the same journey in DocSuite.