Customer and
Case File

The digital customer and case file takes an efficient, paper-free approach to managing your documents, meaning less business risk for you.

Kundenakte

Digital Customer and Case File

The digital customer and case file takes an efficient, paper-free approach to managing your documents, meaning less business risk for you.

We manage your documents centrally, and audit-proof.

We manage your documents centrally, and audit-proof.

Customer and Case File

By implementing intex, commercial documents from ERP systems or e-mails, for example, are automatically and/or manually stored in an audit-proof manner – from a wide variety of sources in your existing systems.

Of course, digital documents also offer all of the same processing options as paper documents (annotation, post-it, blacking out, etc.). Access to the documents is browser-controlled, which makes the system robust and easily scalable.

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Digital Filing

All customer data at a glance

The intex Customer and Case File gives you clear advantages: Each department can access customer data immediately if required. Whether it is an ongoing order, the current status of invoices, address and personal data or even problems, the intex Customer and Case File offers you fast and clear access.

Centrally managed – available everywhere

All your data and documents are centrally consolidated by our system. This is done, for example, from your existing email and/or ERP system. All authorized users can then access the necessary documents and data from any device, regardless of location.

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Efficient processing

What can be tedious with paper, such as the merging of partial files, is quickly and easily done digitally with the intex Customer and Case File. All processes, such as changes to customer data, are automatically documented. Documents can be processed in a controlled manner using integrated workflows. These and even more functions increase the efficiency of your company, reduce administrative costs, and increase customer satisfaction through shorter response times.

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intex
digitized business processes

intex
digitized business processes

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We implement user-oriented software solutions that integrate seamlessly into existing business processes and optimize them through automation.