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Paperless Customer Record Storage

Customer Record Storage

Cabinet SAFE document management software goes a step beyond CRM solutions, allowing organizations of all sizes to effortlessly store and access all of their customer records.

With SAFE, customer documentation – everything from everyday correspondence to signed contracts – is securely stored and accessible anytime, anywhere, on nearly any device. Can’t remember a renewal date? Need specifics from the scope of work? With SAFE, it’s all at your fingertips … even if you can only remember when a document was created, or a few words from within it.

Best of all, because SAFE is available in our secure, private cloud, your customer records are essentially disaster-proof. Flood, fire, massive hardware failure – no matter what happens, your mission-critical information will always be there.

Seamless Integration Made Simple

Cabinet SAFE integrates directly with leading customer relationship management solutions, including Salesforce, Sage Act!, Gorilla CRM, Junxure, Tigerpaw and more. There’s no need to sunset your systems or reinvent your existing processes; just deploy SAFE document management software alongside what you’re currently running and start reaping the benefits in weeks.

Access Records Anytime, Anywhere

SAFE lets you easily retrieve documents via your web browser, a desktop client or our iPad app. That means you can get the data you need at the office, at home, at the airport or on-site with a client. Anything you require is at your fingertips anytime, anywhere.

No Messy Proprietary File Formats

The vast majority of businesses are used to working with standard file formats, like PDF, .docx, .xlsx and .pptx. That’s why SAFE lets you store and access customer records in their native format, and opens documents in their typical applications. A spreadsheet is a spreadsheet; use it like you always have, without learning yet another new program.

Case Study: Workforce Solutions Texoma

Workforce Solutions Texoma provides employment-related services to employers and job seekers in three north Texas counties. After deploying Cabinet SAFE, the company no longer needed to travel between offices to collect customer files – important customer information became secure and readily accessible.

Ready to take your customer records paperless? Use the form on this page to schedule a no-strings-attached live demo of SAFE.