DealerCRM Document Management Solutions

Dealer CRM is a comprehensive contact management software suite with document, activity and quotation management linked to the leading accounts packages and Microsoft applications

About DCS

  • For over 28 years Deans Computer Services Plc has been providing IT support. We build strong relationships with our clients to deliver real value and benefits. We focus on providing unrivalled levels of quality friendly system IT support drawing upon our the vast experience of our team who really understand your business needs and pressures. We are one of the top IT support companies not just in Yorkshire & Lancashire, but in the North of England.

CRM Contact & Document Management Software

Document filing
In Dealer, documents are filed against each activity and can retrieved and viewed by anyone in the organisation, whether they are in the office or working remotely by double clicking onto the file name. Related documents such as plans, specifications, photographs, Excel files, even film can be stored in folders against each activity. This means that all information relating to an enquiry is available without moving away from your desk. All in bound e-mails can likewise be filed against each activity to be retrieved at the click of a button

Quotation management
Dealer has a powerful quotation system with complete product description and specification look up. These are stored against the relevant customer record and can be retrieved from the activity screen or quotation screen. The quotation entry screen launched from the activity screen cross references the letter sent with the quotation. Pictures of equipment can also be added to quotations to show images that have been downloaded from the website or from graphic files.

Direct linking with Iris Exchequer, Pegasus Opera II or Sage Line 50 enables the creation of accounts, orders, products, suppliers and invoices directly from Dealer, along with real-time enquiries from the accounts package for items such as credit limits, customer balances, credit controller notes and stock enquiries. Dealer also links to Microsoft Office applications, including Excel, Word, Visio and Map Point.

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Deans Computer Services Plc, Boston Lodge, High Street, Boston Spa, Wetherby, West Yorkshire, Leeds LS23 6EA Company No. 1629574