ProspectSoft Document Management software integrates with Exchequer to enable you to manage and share almost any type of document including emails, Microsoft Word files, PDFs and more. With documents being stored in a central location, everyone in your business will be able to access a file quickly and easily.
But the solution does much more than securely storing documents. You gain greater consistency in the quality of your communications. Whether you're producing sales proposals, project specifications or simple emails, they will all be produced to the same quality every time, whether you're contacting a single customer or approaching thousands of prospects.
Documents can be controlled, version-tracked and, if necessary, made secure either by password-protection or by selected CRM user groups. Access to documents can be securely extended to your network of customers, partners and suppliers.
Maximise the value of your documents
Reducing reliance on traditional ways of storing information contained in documents brings measurable benefits to your business ...
"Finol invested in Exchequer software over 5 years ago, and Exchequer continues to grow and adapt to our unique and ever changing business requirements. The extended functionality allows us to use Exchequer software as a central hub for the majority of our business software requirements."
"With the live OLE links to Excel we have cut our inputting time at month end by up to 60% and enabled accurate and timely cost centre and departmental end-user reports at complex project/donor levels for our management team and donors."
"Exchequer Software provides us with everything we need for our Accounting purposes. We have now decided to expand our use of the software. We are developing an e-commerce website hand in hand with Exchequer. This has been a smooth process so far and everything is exactly as explained at our initial meeting. Excellent... first class service!"