Integrate Invu Series 6 directly into Sage ACT! CRM
Low-Res
Datasheet (pdf)
High-Res Datasheet for Print (pdf)
Recorded Demonstration (wmv)
With the Invu Series 6 integration
package from Hub Software you can now add a legally admissable,
fully audited, ICAEW approved document management system seamlessly
to Sage ACT! You can view and retrieve your documents stored in
Invu Series 6 from within the ACT! contact screens, without needing
3rd party pop-ups or add-ins. If you are not already an Invu user,
there are several packages available to get you started.
- View and retrieve your Invu documents
from within ACT!
- Scan and attach paper-based documents
to your ACT! CRM system. (requires Invu S600/650)
- Save money through more efficient use
of electronic storage
- Legally admissable document audit
trail.
- Retrieve documents based on metadata
or content, contact or company.
- Does not require Invu Series 6 client
running on the workstation - all integration is managed server-side
providing a huge reduction in required resources compared to
previously available integrations.
Product Benefits
- Uses currently logged on Active
Directory User credentials to ensure document security, and
maintain Data Protection Act compliance.
- Fully integrated into Series 6 - does
NOT require Invu running on the client PC, just a valid user
account in Invu Series 6.
- Same Screen Tab integration - no
nasty pop-ups or 3rd party applications required.
- Document Scanning, Importing and
Indexing from within ACT! (Premium edition only*)
- On screen results change as you flick
throught the contacts in the database.
- Documents stored in Invu Series 6
from other business areas are available to ACT! users (permissions
permitting) and visa versa.
Product Availability
- Invu Series 6 Integration for ACT!
(standard edition) available now
- Premium Edition due Q4 2008
- Available through most Invu
Accredited Partners - please contact us for full list of
- authorised resellers.
System Requirements
- Invu Series 6 User Licence - i600,
S600 or S650
- Scanning and Editing functions
(Premium Edition only*) require Invu S600 or S650
- ACT! Premium or Workgroups, v7 or above
Pricing
Single User Starter Pack including;
- Invu Series 6 Single User Server
- ACT! Integration for Invu Series 6
- Installation and Configuration
RRP £1,995.00 +vat
5 User Starter Pack including;
- Invu Series 6 5 User Server
- ACT! Integration for Invu Series 6 (5 users)
- Installation and Configuration
RRP £3,275.00 +vat