Name: GREYHOUND DMS
Author: GREYHOUND

Help Desk

Kiosk

Web and Video Conferencing

Customer Support

Flowchart

Text Editors

Version Control

Development

Student Management

Education

Business Intelligence (BI)

Collaboration

Digital Rights Management (DRM)

IP PBX

Meeting Management

Online Notary

Enterprise

Accounting

Blockchain Payments

Cryptocurrency Wallets

Travel Management

Finance and Accounting

ACA Compliance

Applicant Tracking

Corporate Learning Management

HR Management

Payroll

Talent Intelligence

Talent Management

Workforce Analytics

Workforce Management

Human Resources

AI Governance

Change Management

Cloud Storage

Converged Network Adapters (CNAs)

Data Deduplication

Data Science

Email Verification

Firewall Security Management

Fraud Detection

Identity Verification

Integration Platform as a Service (iPaaS)

Mainframe Monitoring

Migration

Network Performance Monitoring

Network Traffic Analysis (NTA)

Output Management

Robotic Process Automation (RPA)

SaaS Management

System Monitoring

Information Technology

A/B Testing

Ad Serving & Retargeting

All-in-One Marketing

Channel Management

Content Management

Data Cleansing

Digital Experience Intelligence

Email Marketing

Headless CMS

Marketing Automation

Screen and Video Capture

Social Media Management

Survey & Forms Building

Web Analytics

Marketing

Job Site Management

Project Management

Waste Management

Writing and Proofreading Tools

Professional Services

Customer Relationship Management (CRM)

Field Sales Software

Headless eCommerce

Sales

Operational Technology (OT) Security

Security

Aviation

Camp Management

Computer-Aided Manufacturing (CAM)

Construction Workforce Management

Last Mile Delivery

Nonprofit CRM

eDiscovery

Vertical-Specific

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GREYHOUND DMS is a customer relationship management (CRM) and document management system (DMS) that aims to streamline customer service processes and provide secure document management. According to the vendor, this software solution is suitable for companies of various sizes across different industries, including online and marketplace retailers, architects and planning offices, guesthouses and hotels, as well as tax consultants and their clients.

## Key Features

**Centralized Communication**: According to the vendor, the software centralizes customer communication from various channels into one platform accessible to team members with appropriate access rights. This feature provides a comprehensive overview of customer communication and associated orders, promoting transparency and collaboration across departments.

**Departmental Overview**: The software displays incoming messages and tasks in a centralized manner, offering relevant information to each team member based on their responsibilities. This feature helps team members stay informed about others' work without losing focus on their own tasks.

**Efficient Task Management**: The vendor claims that the software offers intuitive handling and simplified processes to enhance efficiency. Only open tasks remain in the inbox, and reopened tickets are automatically assigned to the previous handler. The user-friendly ticket system interface facilitates effective task management.

**Comprehensive Customer Insights**: The software consolidates all customer communication into a single case, providing a comprehensive view of interactions across channels, departments, and employees. This ensures a complete and uninterrupted history of customer conversations.

**AI and Automation for Service**: The vendor states that the software includes an automation-pack with individual (chat) bots to handle simple queries without human intervention. Bots can access customer and order data to provide personalized responses, while complex queries can be escalated to the service team or initiate a callback request.

**Collaboration and Transparency**: According to the vendor, the software is designed to optimize collaboration and increase transparency within the team. It aims to eliminate duplicate work and improve communication, while automated reporting tools provide access to desired metrics for ongoing improvements.

**Powerful Search Capability**: The software offers an integrated full-text search that retrieves information from various sources, such as emails, phone notes, letters, faxes, tasks, attachments, and internal comments. This enables quick and accurate retrieval of desired information.

**Efficient Team Collaboration**: The software includes features like process locking during editing, annotations, and system logs, specifically designed for teamwork. These features help avoid duplication of work and coordination errors while maintaining an overview of tasks.

**Insightful Reporting and Analysis**: According to the vendor, the software provides detailed information on customer communication, including who, when, what, why, and with whom the communication occurred. This enables ongoing optimizations to enhance service efficiency and customer satisfaction.

**Telephone Integration**: The software seamlessly integrates with TAPI interface to handle incoming and outgoing calls. Telephone notes can be used to document call details and subsequent follow-up actions.

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Conga Composer is a document generation and automation tool designed to simplify and streamline the process of creating and distributing customized documents, presentations, and reports.

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GREYHOUND DMS

Document management systems (DMS) encompass a set of capabilities for storing, sharing, and converting documents and files in a way that reduces dependence upon, or eliminates entirely, hardware and paper document generation and storage. Central to document management is imaging, file type conversion, versioning, and metadata management with document editing and access controls. Document management type features might also be contained in an enterprise content management (ECM) system or a digital asset management (DAM) system.

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TrustRadius is a technology and business research firm based in Austin, Texas. The company is known as a review platform for verified B2B technology and software reviews through a proprietary algorithm and human verification.

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