At Virtual Cabinet, integration with your existing CRM, IPS, or Practice Management system is at the heart of what we do. Our document management solutions harmoniously co-exist with all major workflow software. Below, you’ll find some examples of key integrations with commonly used software, but this is far from an exhaustive list.
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Document management systems - DMS - are end-user applications. Integrated document management systems (IDMs) transform the concept by providing functionality with other applications. So, an integrated document is one that can be edited or have components added within multiple applications.
Virtual Cabinet has been built with integration at its core. This means you can easily connect it to your business's Microsoft Outlook, Microsoft Office, the customer relationship management (CRM) platform, etc. So, you can seamlessly store everything away in one location - your Virtual cabinet.
Now, this might seem like a task that'll have you running for your IT department. But don't panic. It's actually quite simple, and something we've covered in our super useful how-to guide on setting up Email Suggestions - a feature designed to help you index your emails by learning from how you've previously indexed them.
Yes, Virtual Cabinet can be integrated with IRIS' Practice Management and Payroll solutions. See how we helped The Carley Partnership integrate Virtual Cabinet into IRIS Practice Management.
Absolutely. Virtual Cabinet can be integrated with a variety of CRMs (customer relationship management), including Salesforce, Act Today, Sugar CRM, Goldmine, Curo, Tall Emu, Plum Software, Zoho and more.