eDocuments - electronic workflow - review and tests

eDocuments - CRM workflow system comparison with PowerCRM

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See which CRM system will solve the problems in your company and will work lnajep better for daily work. In the article we show the strengths and weaknesses of the document workflow system Documents - areas of work, i.e. available modules of the CRM system, quality and convenience of work from the user and administrator side.

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table of contents

1. edokumenty - document circulation system
2. capabilities of the edocument system
3. interface of the edocument system
4. overview of the functions and structure of CRM edokuments

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CRM edocuments or efficient work in the company

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eDocuments how to classify a CRM system ?

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The system combines several main functionalities:

1. ‍Workflow management.
2. Building relationships with customers

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eDocuments is a solution that gives CRM and DMS functionalities.

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Capabilities and functionalities of the eDocuments system

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According to the information on the website of the system's manufacturer, i.e: Betasoft the system has the capabilities and functionalities of :

1. Building relationships with customers
2. Electronic workflow
3. Resource management
4. Group work and process automation
5. Mail client
6. Customer Portal
7. Mailing campaign module for mass mailing,
8. Reporting

In addition, the system is prepared and tailored for relevant industries. It is worth mentioning that eDocuments offers far more possibilities than those we can find on the website. In addition to the standard modules, we can also choose to add modules according to our needs.

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Check out our CRM solutions

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See offer for dedicated or subscription CRM systems for companies

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Interface, operation of eDocuments from the user side

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The CRM system underwent a UI layer redesign and got a new look in version 5 to which more than 1,000 changes and improvements have been made for users.

What has been improved in the interface ?

The new look is all about better accessibility and usability and navigation through the system.

Also improved : new Customer file and cases, simplified email appearance, search engine.

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See also :

1. Bitrix24 - reviews, comparison and system test
2. How to implement CRM in your company
3. CRM software ranking and comparison
4. Hubspot - opinions, system review
5. Salesforce - review, opinions, features

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UX solutions of the eDocuments interface

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In terms of UX usability of the interface solution, in places we do not know how to find our way around the panel or intuitively find the necessary functionality. The whole ordering process works based on the backend Lightbox windows opened above the main panel.=

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The menu and the lack of auto save for the changes made is a big problem on our part, also the placement of navigation icons and their intuitiveness. An arrangement of the navigation menu on the right side with smaller icons would work better for this type of solution.

The way the system works, i.e.: open windows above the main interface, would also be good to replace with a clearer solution even from the Google Analytics interface.

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To enter the editing of a person, double-click on a record in the table, but the cursor does not indicate the ability to enter a specific record (no change in its status).

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User edit

No clearly marked CTAs suggesting editing, they appear only after hovering over an item, e.g.: Customers - base

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Polish-English user interface

This is not a big problem, however, despite the inclusion of the PL version, we still have CTAs and some descriptions available in English.

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Quick start - defining the structure of CRM edocuments

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On the configuration side of building the system structure at the first login, we can choose and define how we want to work in the system. We can also configure or edit the available options later by clicking the 'quick start' icon.

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