What is Document Management System?
Built specifically for the HR, CRM & professional services sector, our document management system digitizes task & project tracking, telecalling & Follow-Ups and document management while giving owners live dashboards on mobile and desktop.
If your team is dealing with leads slipping through the cracks, payroll errors and compliance stress or no visibility into team productivity, Document Management System gives you the control you need — every transaction is recorded once, approved by the right person and reflected instantly in reports.
Choose cloud hosting or on-premise installation, start with the modules you need today and add more later. Book a free live demo of Document Management System by calling +91 9119431984 or writing to support@udyams.com.
Explore Features
Key Capabilities & Deliverables
Everything you need from Document Management System — engineered for performance, security and ease of use.
Task & Project Tracking
Tasks, timesheets, milestones and client billing.
Telecalling & Follow-Ups
Call logging, reminders and conversion reports.
Document Management
Secure storage, versioning and quick search of documents.
Client Portal
Clients view status, invoices and documents online.
Field Staff Tracking
GPS check-ins, visit reports and expense claims.
Lead & Pipeline Management
Capture leads from all sources and track them to closure.
Analytics & MIS Reports
Ready-made and custom reports exportable to Excel and PDF.
Audit Trail & Data Security
Every change is logged; daily backups and encrypted data keep you safe.
Custom Modules on Demand
Need something unique? We build custom modules that plug into the same system.
Modules Included
Why Businesses Choose It
- Faster, error-free operations with document management workflows automated end-to-end
- Real-time dashboards and reports for confident decisions
- Secure, role-based access with complete audit trails
- Mobile-friendly experience for office and field teams
- Scales with your business — add users, branches and modules anytime
- Local support team with quick response over phone and WhatsApp
Our Implementation Process
Requirement Study
We study your current process, formats and reports on-site or online.
Configuration & Customization
Masters, workflows, print formats and custom modules configured for you.
Data Migration
Opening balances, items, customers and history imported from Excel or old software.
Training & Go-Live
Role-wise training for owners, managers and operators with go-live handholding.
Support & Upgrades
Phone, WhatsApp and remote support with regular feature upgrades.
