CRM integration with Doxis

Happier customers

Better informed customer service colleagues can respond to inquiries faster and with greater precision to strengthen customer retention.

Always ready to provide information

Create a single source of truth for all customer information — for employees with and without Salesforce access

Greater back office productivity

Automate back office processes, e.g. document archiving, process monitoring and customer file creation.

DMS gives us a 360° view of our customers, including the contact history. Every employee can search through any case at any time.

Alexander Erpenbach, Head of the Policy Department for the divisions Property, Liability, Accident, Automotive Insurance and Customer Center Service at DEVK insurance

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Information basis for informed responses

Lay the foundation for a 360° view of all customer processes and information and access them directly from your CRM system or Doxis.

Mitigate legal risks

Automate the archiving of important documents from your CRM system and prove compliance with data retention periods and data protection requirements such as the EU GDPR.

Familiar work environment

Continue working as normal in your CRM system and and access related quotations, contracts and emails straight from the application or switch to the customer file using the link provided, for a complete overview.

Faster processes, better service

Doxis automatically launches and monitors downstream processes — from delivery date inquiries directed to Shipping, to questions for the Sales team, nothing falls through the cracks.

Connectors for your CRM system

Your customers are important to you. That’s why you work with CRM systems from Salesforce, SAP, Microsoft, Oracle and others, to ensure professional support. Each and every inquiry needs to be answered fast, reliably and with the necessary expertise. But your CRM system only contains a portion of the information you need. This is evident every time you need to answer inquiries about contracts or arrangements made via email, etc. With the integration of CRM & Doxis, you have direct access to information from all sources — the answers are always at your fingertips.



Oracle / PeopleSoft

Microsoft Dynamics 365 Sales

And many more

Case study

With Doxis, we now have a stable platform that runs around the clock. Our customer files are always found quickly and easily — regardless of where they are located.

Martin Mermolja, Sunrise Communications AG

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Utilize the benefits of ECM with your CRM system

Automatic processes

When new eFiles are created, Doxis automatically starts the relevant workflows in the CRM system, such as customer onboarding. You’ll find all the information about the process in Doxis as conveniently as in your CRM tool.


The Doxis iRoom enhances your CRM system: It’s a secure space to provide customers with quotations, contracts, product information and much more directly and fully traceable at all times.

Content analytics

With Doxis Cognitive Services, take advantage of content analytics also for automatic data mining from your CRM system. This is how you save time and prevent errors.


Doxis automatically and compliantly archives all document versions from your CRM system. The result: transparent documentation of all customer processes, such as for complaints or the EU GDPR.

Metadata inheritance

Doxis imports new documents from integrated systems — with all metadata. They are filed correctly and automatically, and can therefore be discovered quickly.

Allocation to eFiles

Doxis automatically creates eFiles for new documents, business partners and more, assigns documents and data to the corresponding files and displays selected views of customers, suppliers and processes.

Integration of your IT landscape with Doxis

Integrate Doxis into your IT systems. Doxis offers a large number of standard connectors for applications including CRM systems like Salesforce, SAP, Oracle etc., as well as various ERP systems, Microsoft Exchange/Outlook, Office, SharePoint, HR solutions such as SAP, ADP Paisy, Varial etc., and CAD systems and directory services like LDAP.

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How can we help?

Discover with us how Doxis can help you meet your goals.

Would you like to learn more about document management with Doxis? Schedule your personal live demo of Doxis or arrange for us to visit your company to show you its potential live and up close. We look forward to hearing from you!

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