Customer Communications Management (CCM) is the software solution designed to engage customers throughout the entire customer journey. Basically, our CCM platform helps companies create, manage and deliver compelling, personalized documents such as quotes, proposals, invoices, better and faster. Makes sense?
Hosted, on-premise or in the cloud, our powerful Xpertdoc CCM platform enables the creation of engaging document templates and interactive web forms (we invented the Xpertdoc Smart Forms!), and integrates seamlessly with our customers’ enterprise core systems (does Microsoft Dynamics ring a bell?). Plus, we facilitate document delivery to customers through their preferred channel (SMS, social media, email, print, etc. ), and much more. Your mission? Keep making Xpertdoc one of the most sophisticated CCM platforms in the country and around the world.