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M-Files Rocks!!!!
Updated September 28, 2018

M-Files Rocks!!!!

Tim Goetz | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User

Software Version

version 11

Modules Used

  • OCR

Overall Satisfaction with M-Files

Being and end user of M-Files, I am in the Sales Dept and use it daily. I create Proposals using the templates and love it. I use it to look up customer contract information which is done very easily. All correspondence done with my customers is stored in M-Files so I am able to easily retrieve it.
Bottom line... "It makes my job that much easier!"
  • Creating Proposals: I use the templates in Word and Excel to create Pricing and Proposals on a daily basis.
  • Archiving Customer Information: I use the Outlook Plug in and archive all emails related to my customers and projects I am working on.
  • Retrieving Customer Information: The SEARCH feature makes life easy and I can easily find my customer information with a quick search.
  • I don't see any areas that need improvement. However, M-Files seams to find them and put them in the new releases before I even thought I needed them. For instance the highlighting of the search words.. very nice and makes it easy to find at a quick glance what I am looking for.
  • I have nothing to do with the ROI of things.. I just know that I can quickly get a proposal out to a customer using the templates much faster than ever before. It fills in the customer information from our ERP System, saving me time in looking all that information up and retyping it in the proposal. Faster quotes means I have more time to move on to the next.. so Sales are ultimately increased. So bottom line.. more money for me and my company by making me more efficient.
  • Microsoft office integration - with Word-Excel-Outlook... I use these for saving to M-Files. or to create templates for proposals
I didn't do the integration.. but the end user part is simple.
  • none
There are no similar products that I have used. M-Files is one of a kind!
M-Files seams to have every area covered.. at least from my perspective. I can see where every dept at our company can use it.

M‑Files Feature Ratings

Using M-Files

200 - Human Resources keeps track of personal records, Contract department uses the Work flows, Sales dept uses it for quoting, Leasing dept uses it for keeping track of leases and workflow. Payroll dept uses it to keep track of commissions and uses the work flow for that as well. pretty much every area.
Software support specialists and IT dept staff
  • Workflow
  • Document Management
  • CRM
  • Proposal templates
  • Workflows for commission approvals
  • not sure
we could not live with out it.. M-Files has become a integral part of our day to day operation.

Evaluating M-Files and Competitors

  • Product Features
  • Product Reputation
  • Vendor Reputation
  • Existing Relationship with the Vendor
  • Positive Sales Experience with the Vendor
Support is the key to a good purchase. If your vendor does not support the product, and you have to communicate with someone in a different country and can't understand them then it is not a product that I want.
wouldn't change a thing.

M-Files Implementation

M-Files Training

  • Online training
  • Self-taught
lots of information for using this.. the You Tube videos helped much as well.
depends on the type of person. I tend to jump in with both feet and push buttons to see what they do. but a general overview is helpful to get started.

Configuring M-Files

I have not found anything that can't be configured. It suits all of our needs.
It is best to configure it to your needs or else it will not be adapted well by the staff.
Work with a specialist from M-Files or your dealer to make sure you are asking the correct questions.
No - we have not done any customization to the interface
No - we have not done any custom code
Again, work with M-Files or the dealership to make sure you have asked all the correct questions to configure/customize it.

M-Files Support

the software does everything we need and then some. Even stuff we didn't even know we needed.
ProsCons
Quick Resolution
Good followup
Knowledgeable team
Problems get solved
Kept well informed
No escalation required
Immediate help available
Support understands my problem
Support cares about my success
Quick Initial Response
None
Yes - it is worth it for the support and updates as they come out.
The support from our Vendor is always exceptional. Fast Response, quick resolutions.

Using M-Files

Easy to use. simple. Does everything I need it to do. Makes my job easier and saves me much time in generating proposals. It helps me keep track of those proposals as well as being able to look up contact information on an account and contract agreements at the click of a button.
ProsCons
Like to use
Relatively simple
Easy to use
Technical support not required
Well integrated
Consistent
Quick to learn
Convenient
Feel confident using
Familiar
None
  • Templates
  • Outlook integration
  • Search features
  • CRM
  • None
Yes, but I don't use it

M-Files Reliability

do so much more than we need but has all the stuff we do need.
always there.
I noticed some lagging with the integration with Microsoft Office but not so much that I would not use it. It has gotten better with updates. to be fair the issues were when Office 2013 first came out.

Integrating M-Files

Relationship with M-Files

They knew what they were talking about.
They are always there to answer questions when needed.
Unlimited support of the software with updates
Let them do their job. They should know what they are doing.

Upgrading M-Files

Yes - went smother than i could imagine. didn't notice a thing other than the new features.
  • New features
  • not sure