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Simple, fast & central:
 piaX-DMS |

With piaX DMS you manage your documents in a structured and efficient way. Thanks to seamless integration, intelligent tagging, and mobile availability, you always keep track.

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DMS

With the piaX add-on module Document Management System (DMS), you can organize your files efficiently and centrally. Whether quotes, receipts, or photos – all documents are stored directly with the appropriate activity or process.

Thanks to simple tagging, direct photo capture, and seamless Proalpha integration, you always keep track.

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Success factors

Our DMS solution ensures fast, structured, and always available document storage. Centralized storage, flexible access options, and support for multiple file formats make your daily work more efficient and transparent.

Functions

Discover our powerful features!

  • Direct storage of documents
  • Simultaneous upload and download of multiple files
  • Add photos directly via the built-in camera
  • Intelligent tagging
  • Central storage location with Proalpha integration
  • Offline availability

How our DMS complements your piaX CRM

Relevant information always at hand

Save important documents directly where they are needed – in quotes, receipts, or activities.

Efficient and well-structured

Upload multiple files at once or add photos directly via the built-in camera. All documents are instantly organized and easy to find through keywords.

Seamless information flow

Thanks to centralized storage, all parties always have access to relevant documents – whether in the office or on the go.

Less searching, more efficiency

With intelligent tagging and Proalpha integration, documents are always available, minimizing search times and speeding up processes.

Fast access, central storage, maximum efficiency.
Discover the key features of piaX CRM – for more efficient processes and stronger customer relationships.

Direct storage of documents

Store documents of all common formats directly with activities, receipts, or other relevant records in the system. This way, all information is available exactly where it is needed – no more tedious searching.

Simultaneous upload and download of multiple files

Upload or download multiple documents at the same time – simple and efficient. Whether quotes, invoices, or technical documents, you save valuable time managing large data volumes.

Add photos directly via the built-in camera

Use your device’s camera to capture and store documents or receipts directly. Field staff can document damages, projects, or receipts in real time without detours via external apps.

Intelligent tagging

Assign specific tags to your documents to easily find them later. With the search function, relevant documents can be located quickly and reliably – no matter where they are stored.

Central storage location with Proalpha integration

Thanks to seamless integration into your Proalpha ERP system, all documents are stored centrally and accessible to authorized users at any time. This ensures consistent storage structures and smooth collaboration.

Offline availability

Access your documents even without an internet connection. Whether in the field or with poor network coverage – with piaX DMS you always have all relevant documents at hand. Once you are back online, your data is automatically synchronized.

Maximize your potential with our piaX CRM add-on modules

piaX-DMS

View all documents such as contracts, emails, or photos, or capture new ones offline.

piaX Price & Stock Information

Always stay informed about current prices and inventory levels in the field.

piaX Call Management

View and process complaints and issues in full detail.

piaX Quote Pre-Creation

Easily draft quotes offline to respond faster to customer inquiries.

piaX Travel Expense Recording

Record your travel expenses based on Outlook appointments.

piaX Route Planning

Optimize your trips with radius search and see everything on a map.

Get our free info brochure now and discover how our DMS takes your efficiency to the next level.