The DocLogix basic Client Relationship Management (CRM) solution

  • Benefits:

  • Functionalities:

The DocLogix basic CRM solution is a helpful tool for organisations that want to involve all relevant personnel in information management for clients (for activities such as tracking, monitoring, editing and analysis).


  • 100% TRACEABILITY– everything going on with regard to sales will be tracked.
  • 100% SECURITY– employees can access information strictly in line with the rights they are assigned.
  • 60% easier sales- and marketing-related DOCUMENTATION MANAGEMENT– everything is stored in one place.
  • Better QUALITY CONTROL– the solution serves as a tool for information analysis.
  • Better DECISION-MAKING– with this solution, you will be able to make informed decisions.


  • Ability to create an automatic workflow for claim fulfilment.
  • A unified and easily accessible database of records for claims.
  • Ability to create a claim card with standardised information.
  • Ability to create a catalogue of different types of claim and a strict response protocol.
  • Information submission at the metadata level.
  • Registration of claims directly on the DocLogix system.
  • Convenient search function with respect to claims.
  • Ability to carry out evaluations of vendors/subcontractors on the basis of registered vendor/subcontractor complaints.
  • Opportunity to set up relations with other business objects in other DocLogix solutions. For example, between customer claims and risks that could occur within a company.
  • Multidimensional analysis of claims, such as time effort reporting for the investigation and/or resolution of a claim, the classification of claims, and the final status of claims (approved/rejected, processing/finished).
  • Customers’ claim relation with specific work order or project.
  • Calculation of external (from customers) and internal (to vendors) business process indicators for claims by quantity and value.

Have a question? Want to order?

Rolandas Vaikėnas

Sales Manager of DocLogix, UAB


+370 616 28812



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