Activity folders for SuperOffice

When documents and activities are the lifeblood of your work, then having them all neatly sorted can significantly improve your productivity. Activity Folders for SuperOffice CRM groups documents and activities in folders for you. By automating this workflow process, businesses can enjoy significant savings on time.

The app is excellent for sales and service teams who create lots of customer-related activities, tasks, documents like proposals and contracts & sales collateral.

The interface has a familiar feel and is easy to learn – create, move and rename folders just like in Windows Explorer. Based on the type of company, contact, project, or sale, a user selects the appropriate folder template to apply, and automatically the grouping process is started. In addition to these time-saving features, Activity Folders offers to create new versions of documents in just a few clicks and options to convert one or more documents to a PDF version. So, if your business wants a better way to organize emails, documents, and activities, this comprehensive, automated, and easy document and activity management system is for you.

Features

• Organize document and activity types in folders.
• Documents and emails can be moved automatically to folders based on document type.
• Activities can be moved automatically to folders based on activity type.
• Create predefined folder structures.
• Use drag & drop to organize SuperOffice CRM activities.
• Search for activities within created folders.
• Optionally pop out the folder structure in a new window for easy navigation and organizing.
• Folder views are available for the company, sales and project card.