SAMA
Sales and Marketing Automation
Your business relies on CRM software to stay in touch with customers, leads and other contacts. M-Files can integrate with your existing CRM system creating a seamless connection between your core sales automation platform and the critical content that your sales team needs to blow out the numbers. With M-Files, customer-related documents, such as proposals, presentations, contracts, purchase orders, invoices, quotes and emails, can be quickly located and accessed, directly from the CRM of your choice.
Maximise System Adoption
Organize and Access Documents Efficiently
Find What You Need Instantly
M-Files eliminates the chaos of traditional folders by organizing content based on what it is. Your team can quickly locate customer proposals, contracts, and other documents, with the correct version every time.
Centralize All Content in One Place
With M-Files, all relevant sales and marketing documents are stored in a single, secure system. This ensures consistency, reduces duplication, and keeps every team member working with the most up-to-date information.
Integrate Seamlessly with Other Systems
M-Files connects with CRM, ERP, and other business systems so content is accessible wherever it is needed. Teams can find information quickly without switching platforms or searching multiple systems.
Enable Collaboration and Sharing
Sharing documents and collaborating with colleagues is straightforward. M-Files keeps communication streamlined and organized, making it easy to send documents to customers or collaborate internally.
Trusted by Industry Leaders
Get in touch
Try M-Files for free
