Document Management

With these smart document management capabilities in place, teams can work independently, CRM License dependency reduces significantly, and organizations avoid spending on Licenses that add no real value.

Managing data residency across multiple countries is now a critical challenge for global businesses. docuWeaver simplifies this by automatically storing documents in the correct regional storage, ensuring compliance with laws. while keeping your teams fast, efficient, and globally connected.

Tired of purchasing extra CRM licenses just so teams can view or download documents? With docuWeaver, you no longer need to. Instead of paying for full CRM access, each department can securely access the exact documents they need through integrated cloud storage—without logging into the CRM. This eliminates unnecessary licensing costs and ensures smoother, faster document workflows across the organization.

Document Management in Wealth Management Firms In the wealth management industry, client onboarding isn’t just the first step it’s the foundation of the entire client relationship.  Yet for many firms, this crucial process remains complex, slow, and difficult to track. Advisors spend hours collecting multiple client documents, tracking uploads, and ensuring everything is stored properly.  However, attachments in Salesforce are rarely organized, making it difficult to locate o