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Customer Relationship Management


As the market leading document automation technology, HotDocs is the obvious choice for adding powerful document automation capabilities to Customer Relationship Management (CRM) systems.


CRM Integrations

Many companies keep track of customer activity and monitor prospects using a CRM system. Often, marketing automation, financial and other business systems are linked to the CRM; why not add the creation of customer documentation into the mix? From within a specific CRM system, sales staff could generate legal-approved customer contracts in the field, licence agreements might be created and stored in the CRM without ever leaving the system, or customer on-boarding documents could be produced inside CRM by completing one HotDocs interview.

HotDocs Connects to any CRM

Many clients have integrated HotDocs document assembly technology with CRM systems such as Salesforce, Microsoft Dynamics and Sage.

HotDocs APIs for Server and Cloud Services make it simple and straightforward to integrate HotDocs with any CRM or other line of business system.

With more than 1 million users in 11,000 companies across 60 countries,
you’ll be in great company when you deploy HotDocs.

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  • RBS uses HotDocs document automation software
  • XL Insurance uses HotDocs document assembly software
  • Orrick, Herrington & Sutcliffe uses HotDocs document assembly software
  • ECE
  • Lockmann Krane uses HotDocs document automation software
  • Caltrans uses HotDocs document assembly software