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Trends in DMS

Customer Service Software for Small Businesses

Customer Services departments are utilizing document mangement systems to streamline and secure client transactions.

May 7, 2019

man on customer service phone call

DocuXplorer is ideal for organizations looking to better manage a customer service department through customer service software for document management. Our customer service software allows customer service representatives and management to store, organize and find documents and other files across departments or throughout the entire organization. Forms such as completed customer surveys, past-due reminders, bills and customer statements can be easily managed, organized and maintained - simply and efficiently. DocuXplorer's customer service software makes it possible for customer service departments to have the functionality of document management systems used by larger institutions, without hiring an IT consultant or the need for technical expertise.

Customer service software allows you to:

  • Color-code or assign priority levels to documents requiring immediate attention
  • Create workflow for greater efficiency
  • Perform full text searches by keyword to quickly locate a document
  • Automatically OCR documents
  • Add files easily using 'drag and drop' from a monitored hard drive folder to a DocuXplorer folder

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