Pain Source
All your client files are safely tucked away where you can’t get to them.
The Cure
Document management plus a CRM solution from DesignR1. We can help you through the process of converting from a paper-based system to a modern CRM solution, and help avoid repetitive work and opportunities for data entry errors along the way.
The DR1 Methodology
Implement a custom tailored system and train staff in the proper usage of the system. DesignR1 demonstrates to staff how the new system saves them time and effort, which increases overall user acceptance, and increases efficiency.