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Customer Service Software
Customer service software is designed to help businesses improve interactions with their customers. It provides an easy way to manage customer inquiries and feedback, as well as document customer activity and history. This can enable companies to be more efficient with customer support and streamline the process of providing assistance. Customer service software often involves automation of routine tasks, allowing for improved performance in the long term.
Customer Satisfaction Software
Customer satisfaction software helps businesses measure, track, and improve the satisfaction levels of their customers. These tools collect feedback through various channels such as surveys, reviews, and direct customer interactions to gauge satisfaction and identify areas for improvement. Many customer satisfaction software solutions include features like Net Promoter Score (NPS) surveys, customer satisfaction (CSAT) ratings, and sentiment analysis to assess customer experiences and track trends over time. These insights enable businesses to address customer pain points, improve product or service offerings, and enhance customer loyalty. By providing actionable data, customer satisfaction software helps companies refine their strategies and foster better customer relationships.
Customer Advocacy Software
Customer advocacy software is designed to help organizations identify, engage, and mobilize their happiest and most loyal customers into active brand advocates. It provides tools for tracking satisfied customers, encouraging them to provide referrals, testimonials, reviews or participate in community activities, and rewarding their advocacy efforts. The platform also lets companies monitor advocate activity, analyze the impact of advocacy on growth and retention, and integrate advocacy programs with marketing, sales and customer success workflows. By promoting peer-to-peer recommendations and authentic customer voices, customer advocacy software helps drive trust, amplify word-of-mouth, and ultimately support customer acquisition and loyalty. Because advocates can influence prospects and peers more credibly than traditional advertising, this software gives marketers and customer success teams a strategic lever for growth.
Customer Retention Software
Customer retention software enables companies to retain the customers and clients they already have, and increase the overall life of their customers. Customer retention platforms offer a variety of tools to improve overall customer satisfaction so that customers don't cancel their recurring subscriptions or plans. Customer retention software offers features such as user data collection, insights, events-based analytics, in-app analytics, churn prevention tools, and more. Subscription businesses, SaaS companies, and any businesses that sell ongoing plans can benefit from customer retention software. Here's a list of the best customer retention software:
Customer Loyalty Software
A customer loyalty software is used to track and manage customer value and engagement information after purchasing a product or service and encourage further sales.
Customer Success Software
Customer success software helps businesses proactively manage customer relationships to ensure clients achieve value from their products or services. It provides tools to track customer health metrics, such as usage and engagement, allowing teams to identify potential issues early and offer timely support. With automated check-ins, segmentation, and personalized outreach features, the software enables customer success teams to foster stronger client relationships. By integrating with CRM and analytics platforms, it provides a complete view of the customer journey, helping to reduce churn and increase retention. Customer success software ultimately enhances customer satisfaction, loyalty, and lifetime value.
Customer Engagement Software
Customer engagement software helps businesses manage and improve interactions with their customers, enhancing overall relationships and satisfaction. These platforms typically offer tools for personalized communication, such as email, chat, and social media integration, to engage customers across multiple touchpoints. Features often include customer segmentation, campaign management, automated responses, feedback collection, and analytics to track engagement metrics. By using customer engagement software, businesses can increase customer loyalty, drive retention, and create more targeted marketing strategies based on customer behavior and preferences.
Customer Feedback Software
Customer feedback software enables businesses to collect, manage, and analyze feedback from customers to improve products, services, and overall customer satisfaction. These platforms offer tools for creating surveys, polls, and questionnaires that can be distributed through various channels such as email, websites, and mobile apps. They also provide analytics and reporting features to help businesses identify trends, measure satisfaction, and pinpoint areas for improvement. Many customer feedback software solutions integrate with customer relationship management (CRM) and support systems to provide a comprehensive view of the customer experience. By gathering insights directly from customers, businesses can make data-driven decisions and enhance customer loyalty.
Customer Onboarding Software
Customer onboarding software, also known as client onboarding software, enables companies to seamlessly onboard new customers after the sales process.
Customer Communications Management Software
Customer communications management (CCM) software helps organizations create, deliver, and manage personalized communications across multiple channels such as email, SMS, print, and web. It enables businesses to design dynamic templates, automate messaging workflows, and ensure compliance with branding and regulatory standards. CCM software often includes features for customer data integration, content management, analytics, and real-time interaction tracking to enhance engagement and customer experience. By centralizing communication processes, it improves consistency, reduces costs, and accelerates message delivery. This software is widely used in industries like finance, healthcare, telecommunications, and insurance to maintain effective and compliant customer communications.
Customer Journey Mapping Tools
Customer journey mapping tools help businesses visualize, understand, and optimize the entire experience a customer has with their brand, from initial awareness to post-purchase interactions. These tools allow businesses to map out the touchpoints where customers interact with the company, track customer emotions, identify pain points, and gather insights to improve customer experience (CX). Features often include drag-and-drop interfaces, integration with CRM systems, real-time data analytics, and collaboration features for cross-functional teams. By leveraging these tools, organizations can create more personalized, efficient, and seamless customer experiences across multiple channels.
Customer Self-Service Software
Customer self-service software is a platform that allows customers to resolve their inquiries, manage their accounts, and access services without the need for direct interaction with customer support representatives. These tools typically include features like knowledge bases, FAQs, chatbots, support ticketing systems, and account management portals. Customer self-service software empowers users to find answers to their questions, troubleshoot issues, and perform tasks such as checking order status or managing subscriptions at their convenience. By providing a seamless, 24/7 self-help experience, businesses can improve customer satisfaction, reduce operational costs, and increase efficiency.
Social Customer Service Software
Social customer service software allows businesses to offer customer service to their clients through social media networks and platforms.
Customer Data Platforms (CDP)
Customer Data Platforms (CDPs) are software solutions designed to collect, unify, and manage customer data from various sources across an organization. These platforms aggregate data from different channels such as websites, social media, CRM systems, and purchase history, creating a centralized and comprehensive customer profile. CDPs allow businesses to segment and analyze customer data, enabling more personalized marketing and communication strategies. They also provide real-time data integration, ensuring that customer information is always up-to-date and accessible for decision-making. By leveraging CDPs, companies can enhance customer experiences, improve targeting, and drive better business outcomes.
CRM Software
CRM software is a type of software that businesses use to manage and analyze customer interactions and data. It helps businesses improve customer service by tracking customer information, analyzing trends, and providing customized communications for customers. CRM software also helps organizations to manage sales leads, track contacts, and automate certain customer-facing activities. Many CRM solutions offer automated workflows that streamline processes such as marketing campaigns and customer onboarding.
Customer Experience Software
Customer experience software helps businesses manage and enhance interactions with their customers across various touchpoints, ensuring a seamless and positive experience. It provides tools for tracking customer feedback, monitoring engagement, and analyzing behavior to improve customer satisfaction and loyalty. The software often includes features like customer surveys, analytics dashboards, and automation to streamline communication and personalize experiences. By gaining insights into customer preferences and pain points, businesses can tailor their services and improve overall customer journeys. Ultimately, customer experience software enables organizations to build stronger relationships, increase retention, and drive growth by focusing on customer-centric strategies.
Customer Training Software
Customer training software, also referred to as customer education software or customer LMS, enables organizations to train and educate their clients and customers about a company's products and services. Customer training software enhances customer experience and improves customer success in order to increase customer retention and satisfaction, and reduce support requests.
Customer Intelligence Platforms
Customer intelligence platforms are designed to help organizations better understand their customers. These systems collect and analyze large amounts of data in order to provide insights about customer trends, preferences, pain points, and behaviors. They are created to provide information that can be used to inform decisions such as product development, marketing strategy, customer support, and pricing. Customer intelligence platforms can also be used for personalization purposes to create unique experiences for customers.
Customs Compliance Software
Customs compliance software helps businesses manage and automate the complex processes involved in importing and exporting goods across international borders. It ensures adherence to customs regulations, tariff classifications, documentation requirements, and trade agreements to minimize delays, fines, and penalties. The software typically includes features such as automated customs declarations, product classification, duty and tax calculation, risk assessment, and audit trails. Integration with shipping, ERP, and logistics systems enables seamless data exchange and real-time tracking of shipments. Customs compliance software is essential for importers, exporters, freight forwarders, and customs brokers aiming to streamline global trade operations and maintain regulatory compliance.
Customer Segmentation Software
Customer segmentation tools, also known as user segmentation or audience segmentation tools, enable companies to segment their users or customers into different groups.
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    Jotform

    Jotform

    Jotform

    Trusted by over 25 million users, Jotform is an all-in-one, no-code platform that simplifies data collection, automation, and online sales. Using its drag-and-drop Form Builder, businesses can create customized forms and surveys to collect leads, payments, and e-signatures. With 10,000+ templates and advanced features like conditional logic and 200+ integrations, Jotform streamlines workflows. Jotform's AI-powered Agents provide real-time customer support, guiding users through form...
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    Starting Price: $34 per month
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    Moxo

    Moxo

    Moxo

    Moxo’s service orchestration platform transforms complex B2B relationships into seamless experiences. Business processes often fragment across departments, clients, vendors, and partners, creating inefficiency and risks. Our platform streamlines these workflows—turning disjointed experiences into smooth, efficient operations that reduce costs and enhance client satisfaction. Moxo accelerates critical processes including client onboarding, document collection, and exception handling....
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    Process Street

    Process Street

    Process Street

    Process Street is an AI-powered compliance operations platform that automates complex workflows, enforces standards, and tracks audit data in real time. Teams use it to create structured SOPs, assign tasks, collect data, and monitor execution with intelligent oversight. From onboarding and audits to vendor management and document control, Process Street ensures every step is followed and every action is logged. Built for regulated industries like financial services, healthcare, and...
    Starting Price: $1500/month
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    Odoo

    Odoo

    Odoo

    Odoo is a fully integrated, customizable, open-source software packed with hundreds of expertly designed business applications. Odoo’s intuitive database is able to meet a majority of business needs, such as: CRM, Sales, Project, Manufacturing, Inventory, and Accounting, just to name a few. Odoo is an all-in-one software solution designed to meet the needs of companies, regardless of their size (or budget). The unbeatable, seamless nature of Odoo helps businesses become more efficient by...
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    Starting Price: $25.00/month/user
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    SSuite MonoBase Database

    SSuite MonoBase Database

    SSuite Office Software

    Create relational or flat file databases with unlimited tables, fields, and rows. Includes a custom report builder. Interface with ODBC compatible databases and create custom reports for them. Create your own personal and custom databases. Some Highlights: - Filter tables instantly - Ultra simple graphical-user-interface - One click table and data form creation - Open up to 5 databases simultaneously - Export your data to comma separated files - Create custom reports for all your...
    Starting Price: Free
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    WaiverFile

    WaiverFile

    WaiverFile

    WaiverFile is the industry leader in online waiver form software. Our focus on building beautiful, well-designed features means that our system is easier to use for both you and your customers. This means you can take advantage of all the benefits of electronically signed waivers without frustrating your customers and staff. Signing on any device from anywhere means customers can sign in advance and check in faster! Our check-in tracking and event features make verifying signed waivers far...
    Starting Price: $15.00/month
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    Adobe PDF Library SDK

    Adobe PDF Library SDK

    Datalogics Inc.

    ...Get & Maven; pdfRest API Toolkit Container option. Our extensive documentation includes getting started guides, API references, and hundreds of sample code examples on GitHub to help developers precisely create and define PDF workflow solutions. Free trial with proof of concept support, join us on Discord or use our AI assistant for help, or set up a time to talk to one of our engineers about your project. Our expertise and support is the reason we have a 91% customer retention rate.
    Starting Price: $5,999
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    Proton Drive

    Proton Drive

    Proton AG

    ... their files and docs. You can always add more storage later if needed. Simplify compliance across industries: Proton Drive supports GDPR, HIPAA, NIS2, DORA, and ISO 27001 compliance out of the box, and has been successfully audited for SOC 2 Type II. There's no need for custom configurations or third-party tools, as this helps you meet regulatory standards with minimal effort.
    Starting Price: $1.00/user/month
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    Titan

    Titan

    Titan

    Bend, don’t break with Titan’s flexible business solutions and forms for Salesforce. Our scalable Salesforce Forms and software is rapidly developing a reputation as the gold-standard in Salesforce integration, and it’s easy to see why. Slash time to market, nuke code, and tackle any use case on a single platform. Our best-of-breed forms in Salesforce and applications cater to any industry and it’s our mission to provide custom solutions for difficult problems. Build web portals, sign...
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    Starting Price: $12 per month
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    OnTime 360

    OnTime 360

    Vesigo Studios

    OnTime 360 is an all-in-one software solution that is built to handle your custom delivery workflow. OnTime offers a powerful ready-to-use platform with a complete customer web portal, driver mobile app, dispatcher interface, and management suite. OnTime also comes with flexible add-on tools including open API, an EDI extension, a custom SDK, and prebuilt accounting software integrations to QuickBooks, FreshBooks, and XERO. OnTime offers you more features at a lower price, such as online order...
    Starting Price: $99/month
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    isoTracker Quality Management

    isoTracker Quality Management

    isoTracker Solutions Ltd

    isoTracker Quality Management is a popular cloud-based quality management software (QMS) that is used by small to medium sized businesses on a worldwide basis. It helps to manage ISO 9001, ISO 13485, ISO 22000, ISO/IEC 17025, ISO 14001, ISO 45001, ISO/TS 16949, ISO 14971 systems...plus many other systems. It also conforms to the requirements of 21 CFR Part 11. It is a flexible and modular product with modules in document control, audit management, non-conformance management, customer...
    Starting Price: $14.62 USD/month/user
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    DocSales

    DocSales

    DocSales

    DocSales is an award winning B2B SaaS platform that allows you to generate proposals and contracts through your CRM of choice with zero clicks (and zero effort). Our built in eSigning platform helps sales reps close deals faster by processing payments when a customer eSigns the document. Create quotes, proposals and contracts with ZERO CLICK. Just drag the opportunity card from your CRM to the Sales Documents. That's it! It works with major CRMs (SalesForce, Close.com, Hubspot...
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    Starting Price: $29 / month
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    Interfacing Enterprise Process Center (EPC)
    .... Interfacing’s digital business platform – Rapid Application Development (RAD) Tools, with its Low-Code Development methodology will optimize usage of your technical resources and maximize transparency for ongoing improvement. Discover how our Low-Code Rapid Application Development module provides all the tools to create and deploy Custom, Scalable, Secure, and Mobile ready Applications in Days vs. Months!
    Starting Price: $10/month/user
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    ImportFeed

    ImportFeed

    ImportFeed

    Your customers send documents using their preferred method and get status in real-time. Incoming documents are automatically organized for fast processing. Document processing tools and direct customer feedback help you get things done faster. Customers send their documents and receive status once processed. Find the documents you need by customer, date, or status. Let your customers securely access their documents. View previous document versions and track changes. Customers send documents...
    Starting Price: $89 per 3 users per month
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    Tungsten Mobile Capture

    Tungsten Mobile Capture

    Tungsten Automation

    With Tungsten Mobile Capture, patented image processing and on-device optical character recognition (OCR) technologies automatically capture, extract and validate content from paper documents. Eliminate the need to enter information manually and provide your customers with a fast, frictionless experience. Support multiple points of customer engagement and deliver more services via your customers’ preferred channel. Enable right-channeling capabilities with full analytics to optimize...
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    Docsie

    Docsie

    Docsie

    Docsie is an award-winning digital documentation and knowledge management platform based in Ontario, Canada. You can access Docsie through a SaaS web application to create & edit documentation from any location. Then, you can publish content to a dynamic knowledge portal that users can access whenever they need information! Docsie offers powerful business-grade features to write & manage product documentation: - Docsie Pilot onboarding - Custom portal design & optional training for paid...
    Starting Price: $39 per month (annual)
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    Checkbox

    Checkbox

    Checkbox

    ... complex rules and decision-tree logic, including calculations and weighted scores. Capture the information you need from users or systems and conduct triage using smart forms. Prototype, build & maintain applications without IT-skills using our easy to use drag-and-drop interface. The Checkbox platform can be used to build a range of bespoke automation solutions. Discover the most popular use cases and app templates amongst our customers.
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    Documaker
    Consumers expect far more than ever before. Empower your organization to communicate with your customers through whichever device suits them best, at any given time, to provide a superior customer experience with an electronic document management system. Oracle Documaker is a Customer Communications Management (CCM) system and the most widely-used Enterprise Document Automation (EDA) solution in the market. Documaker dynamically creates, manages, and delivers enterprise communications...
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    MindCloud

    MindCloud

    MindCloud

    MindCloud is a software company that builds and maintains custom connections between your software and other platforms so you can eliminate manual data entry and start automating and scaling your business. As technology continues to advance, the modern business owner is using more and more online software tools to manage their business. MindCloud creates a seamless flow from one software platform to the next, saving time and money by connecting your software and automating your business...
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    Starting Price: $625/month
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    Connecteam

    Connecteam

    Connecteam

    Connecteam is an award-winning all-in-one employee management solution for daily operations, communications, and human resource management. With Connecteam you can manage every aspect of your business on the go, no workstation needed. Easily engage and manage non-desk employees with Connecteam’s mobile-first platform that helps improve communication, enhance daily processes and increase productivity with custom checklists, forms, and reports. Schedule shifts and track accurate work...
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    Starting Price: $29 for up to 30 users
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    LuitBiz

    LuitBiz

    Luit Infotech

    LuitBiz is a Business Applications Suite with Document Management (DMS), CRM, HRM, Employee Self Service, Asset Management (EAM), Business Process Management (BPM) & Quality Management (QMS) modules that helps companies with just 1 software over the cloud. The Document Management module "LuitBiz DMS" has built-in version control, workflow management etc. that help companies streamline their documentation processes. The CRM module named "LuitBiz CRM" has Sales, Support,& Customer Portal modules...
    Starting Price: $20 per month
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    DocuGenerate

    DocuGenerate

    DocuGenerate

    Easily generate PDF documents like invoices, letters, contracts, agreements, certificates and more with our API and web app. Prepare your Word template with tags where you want to have dynamic text. Then provide the data as JSON or in an Excel file. For each data item, a document will be generated from the template by replacing the tags with the actual data. The advanced customization options can help your business generate PDF documents for any use case with minimal effort. After uploading...
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    Starting Price: $19 per month
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    DigiParser

    DigiParser

    DigiParser

    DigiParser is a document workflow automation platform that simplifies data extraction from documents like invoices, contracts, forms, resumes, and receipts. It uses advanced OCR and machine learning to extract, validate, and process data, converting documents into structured JSON or CSV formats. Users can create custom parsers for their documents, automate workflows, and integrate the extracted data into tools like Zapier, QuickBooks, Xero, Salesforce, Google Sheets, etc. Digi...
    Starting Price: $29/month
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    Tabscanner

    Tabscanner

    Tabscanner

    Tabscanner is an AI-powered receipt OCR (Optical Character Recognition) API that enables fast and accurate data extraction from receipt images. With over eight years of experience and more than a billion receipts processed, Tabscanner offers a simple and easy-to-use API that integrates seamlessly into any software or app. The receipt OCR API key features include 99% accuracy rates, lightning-fast processing speeds, and a dedicated support team to assist with custom configurations and data...
    Starting Price: $0 per month
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    WikiPro

    WikiPro

    WikiPro

    Easily collect reviews, convert leads, set up appointments, get paid faster, run surveys, and more. WikiPro makes it easy for businesses to request reviews. Customers can complete reviews within seconds by texting. Texting is the most effective and immediate way to collect customer reviews. Send invoices and get paid instantly with WikiPro! Send invoice to customers via a simple text message. Customers provide their payment method through text messaging and WikiPro will process your payment...
    Starting Price: $50 per month
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    PackageX OCR Scanning
    ... angle, and works with damaged labels. Build your custom OCR scanner app and remove pen-and-paper inefficiencies. Easily extract information from both printed text and handwritten labels with our OCR scanner. Our OCR technology is trained on multilingual label data extracted from over 40 countries. Detect & extract information from any barcode or QR code.
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    DocBoss

    DocBoss

    Gnaros

    Minimize the manual work required to deliver project documentation. Define the document list with DocBoss automation. Submit documents without using Adobe, Word or Excel. Yes DocBoss fills and appends customer supplied cover pages. DocBoss tracks every submittal, return and document status. Build reports, and maybe even expedite your customer! Complete your project by generating final databooks. Release the holdbacks! Engineering companies each have their own submittal rules. From using...
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    Hyarchis

    Hyarchis

    Hyarchis

    Offer your customers an entirely digitized onboarding experience while ensuring peace of mind with a fully automated regulatory compliance solution. Use innovative technology based on Artificial Intelligence so that your customers can quickly start their customer journey. We would be happy to tell you about Document processing, Identity verification, Risk Profile Assessment, and KYC Workflow. Ensure your regulatory compliance throughout the lifecycle of your customers with a fully automated...
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    KUBRA iMail
    KUBRA iMail™ lets you compose and design business-critical documents that maximize the impact of each customer engagement. Web-based tools help you create and design documents such as letters and notifications. Then, our state-of-the-art facilities across North America turn those document templates as well as bills, statements, and invoices into personalized paper documents and mail them to your customers. KUBRA iMail includes web-based tools for creating and managing document templates...
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    Lanvera

    Lanvera

    Lanvera

    Lanvera is a leading document outsourcing and technology company specializing in the production, delivery and archiving of all secure customer communications including invoices, statements, tax forms, collection letters and other business critical documents via print/mail and electronic platforms. Reliable archiving of documents and other customer communications is essential for compliance as well as customer support. Best practices call for archiving an exact image of what was sent...
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