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Provide me a solution to CRM document search

Posted by Ryan K.

Location

Remote

Due date
Sunday, 24th Apr 2016
Details
Hi,

We have sugar CRM / suite CRM

We have lots of poorly named documents coming from poorly maintained office data folder (stores in a Windows server)

CRM does not really cater for storing files under folder structure (category system dosent quite cut it)

I want a plugin (prefer existing) that will allow people to search within the files for information (not just file names) - preferably with ocr capabilities so it can read PDFs etc.

the solution must be real, so I can just refer my tech team to get on with it and get it installed - I don't mind paid plugins.

This is effectively research to find me the product / software that will give my CRM the ability to search through my files.

Small Bonus to anyone that has a decent "local hosted" document management system option that can accomodate people who have moved from poorly maintoaned folders to a CRM. But not essential and bonus is based on how good we like the idea/solution.

Remember focus on the ocr type search function so we can at least find our documents better.
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Questions(5)
Evernote is fantastic for that task. And it's cheap.
Ryan K.poster
Hi Richard

Sounds good I'm keen - you should make an offer and claim the prize!

Cheers

Ryan
Ryan K.poster
Problem is it can't be hosted in the cloud. We have to control the data and the cloud - however if we can install to our servers - then yes! Does this sound useful?
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