Redtail CRM Integration by CDI
Redtail CRM Integration by CDI
CDI
The Redtail CRM Integration allows for easy interaction between Redtail CRM and Laserfiche.
See Pricing
The Redtail CRM Integration allows for easy interaction between Redtail CRM and Laserfiche.
Description

The CDI integration between Laserfiche and Redtail CRM allows for users to access client documentation stored in Laserfiche from the Redtail CRM interface.

Clicking the Laserfiche button located in Redtail CRM provides full Laserfiche access to corresponding documentation. This Integration utilizes Laserfiche Web Access functionality to upload or scan in documents, export electronic files and briefcases, create files and folders, and edit Template data.

The Administration Configuration Page allows for mapping between Laserfiche Template Fields and CRM Entity Attributes to optimize searching within Laserfiche. Upload a Laserfiche briefcase to create specific subfolder structures, in the event that a client folder structure does not already exist in Laserfiche. This feature ensures that users will find or create the appropriate contact within Laserfiche when using the Integration.

Features
  • Includes an administration configuration options page to map CRM attributes to Laserfiche Template Fields to optimize searching.
  • Allows for full access interaction with respective client files.
  • Provides for a full Repository view of Laserfiche Documentation.
  • Utilizes Laserfiche Web Access functionality for document interaction.
  • Includes Scan, Upload, Edit, Export, Delete, and LF Search options for documents, folders, briefcases, and Template data.
Pricing

Redtail Integration with Laserfiche
Price: $1,000

Redtail Integration with Laserfiche Annual Maintenance
Price: $200

Contact
Categories
CRM
Industries
Financial Services
Platforms
More Info

Product Edition: V.1
Languages Supported: English
Required Laserfiche Products:

  • Laserfiche 8.0 or higher
  • Web Access 8 or higher
  • IIS 6 or higher
CDI

CDI is a document management solutions provider specializing in creative solutions using Laserfiche. We’re proud to be partnered with Laserfiche since 2002. Our trusted solutions, built by CDI, have benefited hundreds of Laserfiche customers. The CDI suite of products is designed around expanding the functionality of ECM through more innovative integration.

Contact
Categories
CRM
Industries
Financial Services
Platforms
More Info

Product Edition: V.1
Languages Supported: English
Required Laserfiche Products:

  • Laserfiche 8.0 or higher
  • Web Access 8 or higher
  • IIS 6 or higher