Scans and PDFs into CRM fields

Scans and PDFs into CRM fields for companies: less manual processing, faster approvals, data straight into CRM/ERP.

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Scans and PDFs into CRM fields

Scans and PDFs into CRM fields follows intake → check → approval → system of record.

AI/OCR help with extraction and drafts; legal steps stay with people and e-doc flows.

The goal is hours saved — not a pretty chat over a PDF.

Typical problems

  • Documents stall in email and chats
  • Fields are copied manually with errors
  • No status of who approved what
  • Templates live in personal folders

What you get

  • Approval route with deadlines
  • Field extraction / template generation
  • Document linked to the CRM deal
  • Version log and action audit

How we solve it

01

Audit & ROI

We map the current process, loss points, and calculate impact before development starts.

02

Architecture & integrations

We design workflow, CRM/ERP/API links, and an AI layer only where it delivers measurable value.

03

Delivery & handover

Production launch, documentation, team training, and optional SLA support.

Typical impact

−40–80%

manual work in the target process

2–8 wks

to first production release

3–6 mo

payback on a typical project

Document processing

Document pipelines, workflow and accounting system integrations.

Service details

FAQ

Is e-doc mandatory?
Not always. Internal approval can be workflow-only. E-doc when legal exchange is required.
Do you handle scans?
Yes. OCR + field checks + human confirm on low confidence.
ERP/1C link?
Yes — invoices, acts, counterparties, payment status.

Discuss your project

Describe the process or integration — we reply within 4 business hours.