Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Description

Consumers today have heightened expectations for engagement and interaction. To enhance the customer experience, organizations must equip themselves with the capability to reach out to clients through their preferred devices at any time, utilizing an electronic document management system. Oracle Documaker stands out as a leading Customer Communications Management (CCM) solution and is recognized as the most prevalent Enterprise Document Automation (EDA) tool available. This innovative platform efficiently creates, oversees, and distributes business communications to customers and stakeholders in the format they desire, whether it's printed materials, emails, text messages, social media updates, or any other medium. Functioning as a rule-based document management system, Oracle Documaker streamlines document automation, thereby enhancing communication and customer service while driving greater efficiency and lowering operational costs. As a result, organizations can not only meet but exceed customer expectations, fostering loyalty and satisfaction.

Description

A CRM solution designed for managing sales, personnel, and financial operations can facilitate effective electronic document organization and collaborative work on files. It allows for the consolidation of all contacts and their interaction history with business associates within one centralized system. You can set up tasks, delegate them to specific team members, and monitor their progress. Communication with colleagues and partners can occur through various channels, including email, VoIP calls, chat, Service Desk, and forums. Additionally, it enables the monitoring of financial transactions and assesses employee performance through automated reporting tools, ensuring a comprehensive overview of both productivity and financial health. This integrated approach enhances teamwork and streamlines processes across the organization.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

No details available.

Integrations

No details available.

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Pricing Details

$15.00/month/user
Free Trial No 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) Yes 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) No 
In Person Yes 

Types of Training

Training Docs No 
Webinars No 
Live Training (Online) No 
In Person No 

Vendor Details

Company Name

Oracle

Founded

1977

Country

United States

Website

www.oracle.com/applications/documaker/

Vendor Details

Company Name

MetaQuotes Software

Founded

2000

Country

Cyprus

Website

www.teamwox.com/en

Product Features

Document Management

Access Controls No 
Archiving & Retention No 
Collaboration Tools Yes 
Compliance Tracking Yes 
Document Archiving Yes 
Document Assembly Yes 
Document Capture No 
Document Conversion Yes 
Document Delivery No 
Document Indexing No 
Document Retention Yes 
Electronic Signature No 
Email Management No 
File Recovery Yes 
File Type Conversion Yes 
Forms Management No 
Full Text Search No 
Offline Access Yes 
Optical Character Recognition Yes 
Print Management No 
Version Control No 

Product Features

CRM

Calendar/Reminder System No 
Call Logging No 
Document Storage No 
Email Marketing No 
Internal Chat Integration No 
Lead Scoring No 
Marketing Automation Integration No 
Mobile Access No 
Quotes / Proposals No 
Segmentation No 
Social Media Integration No 
Task Management No 
Territory Management No 

Document Management

Access Controls Yes 
Archiving & Retention Yes 
Collaboration Tools Yes 
Compliance Tracking Yes 
Document Archiving Yes 
Document Assembly Yes 
Document Capture No 
Document Conversion Yes 
Document Delivery Yes 
Document Indexing Yes 
Document Retention Yes 
Electronic Signature No 
Email Management Yes 
File Recovery Yes 
File Type Conversion Yes 
Forms Management No 
Full Text Search Yes 
Offline Access Yes 
Optical Character Recognition Yes 
Print Management Yes 
Version Control Yes 

Task Management

Collaboration No 
Create Subtasks No 
Gamification No 
Gantt Charts No 
Mobile Access No 
Percent-Complete Tracking No 
Progress Tracking No 
Recurring Tasks No 
Reporting/Analytics No 
Spreadsheet View No 
Task Board View No 
Task Planning No 
Task Scheduling No 
Task Tracking No 
Time Tracking No 
To-Do List View No 

Alternatives

Alternatives

Flowlu Reviews

Flowlu

Cloud22 LLC
Causeway Reviews

Causeway

VTM Group
Ecrion Reviews

Ecrion

Ecrion Software
SpinOffice CRM Reviews

SpinOffice CRM

Mulberry Garden