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Simplify and Streamline Document Control

The Document Management Module in Xodox CRM offers a comprehensive digital solution to process, capture, store, manage, and track documents efficiently. As an advanced document management software, it helps businesses organize and secure their files with ease.

Designed to empower teams, this module ensures seamless organization, maintenance, and governance of documents. Acting as a reliable document manager software, it enables centralized control, faster retrieval, and improved compliance.

Whether you’re managing client records, internal reports, or project files, Xodox CRM serves as one of the best document management software solutions to keep teams productive, compliant, and connected.

Key Features of the Document Management Module

Document Hierarchy Management
  • Organize files in a structured hierarchy for easy navigation and retrieval.
  • The document management software in Xodox CRM helps teams maintain order across departments while improving accessibility and file tracking.
Section Management
  • Group documents into sections for better categorization and quicker access.
  • This feature enhances efficiency, making the document manager software ideal for large-scale organizations managing multiple projects.
Sharing and Collaboration
  • Share and collaborate on documents securely with built-in sharing permissions.
  • The best document management software ensures smooth team collaboration by enabling safe, real-time access to shared files.
Approval and Signing
  • Manage approvals and electronic signatures seamlessly.
  • With integrated approval workflows, this document management software supports legal and compliant e-signing for contracts and approvals.
Advanced Document Controls
  • Upload, lock/unlock, share, duplicate, move, or delete files effortlessly within Xodox CRM.
  • Maintain complete lifecycle control of your documents using this robust document manager software.
Reminders and Notifications
  • Set reminders for important actions like renewals or approvals.
  • The system’s smart notifications make it one of the best document management software solutions for keeping teams on schedule.
Versions Management
  • Track and manage document versions to monitor changes and restore previous editions when needed — ensuring complete transparency in file handling.
Audit Logs Management
  • Maintain an audit trail for every file to ensure transparency and compliance.
  • This document management software keeps a secure history of all document actions for accountability.
Custom Metadata
  • Add metadata fields to improve searchability and classification.
  • This helps businesses organize and retrieve documents quickly within their document manager software setup.
Preview and Compatibility
  • Preview documents in multiple formats including Word, Excel, and PDF without needing external applications — enhancing the user experience within the best document management software.
Comprehensive Settings
  • Customize document fields, approval workflows, and permissions according to business needs.
  • This flexible document manager software adapts to any organization’s compliance and workflow structure.

How it Works

Organize

Use the document hierarchy and section management features within Xodox CRM’s document management software to structure your files efficiently. This ensures easy navigation, better organization, and faster document retrieval.

Upload & Share

Add documents, customize metadata, and securely share files with team members or clients. As a reliable document manager software, it helps streamline collaboration and centralize file storage for all departments.

Collaborate

Utilize electronic signing and approval workflows to simplify decision-making and maintain compliance. These collaborative tools make Xodox CRM one of the best document management software solutions for modern businesses.

Track

Monitor document versions, actions, and audit logs for full visibility. This document management software ensures transparency and keeps a detailed history of every document update and activity.

Act

Receive smart reminders and notifications to ensure timely action on critical tasks. The document manager software keeps teams proactive and efficient, preventing delays in document approvals or updates.

Benefits of the Document Management Module

Centralized Document Storage

Manage all your documents from a single, unified platform using advanced document management software. Reduce clutter, enhance efficiency, and maintain better control over all files within your organization.

Enhanced Collaboration

Facilitate teamwork through seamless sharing and approval workflows. The document manager software in Xodox CRM enables teams to collaborate securely and stay aligned across projects.

Time-Saving Automation

Automate your document lifecycle processes such as approvals, reminders, and notifications. This smart functionality makes Xodox one of the best document management software solutions for businesses aiming to save time and boost productivity.

Improved Compliance

Maintain detailed audit trails and version histories for complete transparency. The document management software ensures your organization stays compliant with regulatory standards while protecting sensitive information.

Customizable

Easily tailor document fields, permissions, and workflows to suit your business requirements. This flexibility makes Xodox CRM’s document manager software adaptable for companies of all sizes.

Secure Document Handling

Ensure document security and integrity with advanced sharing, version control, and locking features. As the best document management software for modern businesses, it guarantees secure access and smooth file management.

Why Choose Xodox CRM Document Management Module?

Simple Pricing, Powerful and Unlimited Features

Go Monthly
Xodox CRM Features
$29
$
20
/Month
Minimum 2 Users required
Contact Management
Sales Automation
Project Management
Task Management
Marketing Automation
Reports & Analytics
Invoices
Estimates
Web Forms
24/7 Support
Most Popular
Go Annually
Xodox CRM Features
$259
$
220
/Year
Minimum 2 Users required
Contact Management
Sales Automation
Project Management
Task Management
Marketing Automation
Reports & Analytics
Invoices
Estimates
Web Forms
24/7 Support

Need help with our plans?

Frequently Asked Questions

What is Xodox Documentation Management?

Xodox Documentation Management provides a secure and organized system for storing, sharing, and managing business documents within the CRM.

What file types does Xodox support?

It supports all major file formats including PDF, DOCX, XLSX, and images.

Can I control access to documents?

Yes. Administrators can assign permissions for viewing, editing, or sharing files.

Does Xodox allow document version tracking?

Absolutely. You can track changes and maintain version histories for important files.

Is data stored securely in the cloud?

Yes. All documents are encrypted and backed up in the secure Xodox cloud environment.

30-Day Guarantee

Risk-free with a 30-day money-back promise.

Intuitive Design

Easy to adopt, faster to master.

24/7 Support

Always here, anytime you need us.

Get Your CRM Today

Empower Your Business with Document Management

Organize, maintain, and govern your documents with the Document Management Module in Xodox CRM. Streamline operations, enhance collaboration, and ensure compliance with powerful features and automation.