Document Tracking

Document Management Software for Sales Teams.

Turn your ebooks, white papers and case studies into lead magnets.

Document Tracking

CRM with Document Tracking System

Share, Track & Manage your documents in Sellution.

Content Library

Sales Document Library

With Sellution's CRM document management system, you can access all your sales collateral in a single location for quick access and document tracking.

You can also easily transform your documents into a lead magnet and landing page. Visitors will be required to enter their nane andemail address prior to viewing the document.

Document Management Benefits:

  • Bullet Check Icon Save time searching for documents
  • Bullet Check Icon Increase Conversion Rates
  • Bullet Check Icon Generate more leads
Document Links
Document Sharing

Upload And Share Documents

With a single click you can insert documents from your library right into your sales email. Your going to love how much time you save and your ability to close more deals.

Send downloadable assets like an e-book or white paper to engage your prospects and generate new leads.

Perfect For Sending:

  • Bullet Check Icon Ebooks & Whitepapers
  • Bullet Check Icon Case Studies
  • Bullet Check Icon Testimonials
  • Bullet Check Icon Free Resources

Document View Notification

Sellution uses push notifications to alert you once a prospect views and opens a document that you send. You can receive these notifications through the desktop or via email alerts based on your settings.

A history of all the document views are stored in the contacts activity timeline allowing you to see how often they are engaging with your brand.

Start using Sellution’s Document Tracking System to follow up at the perfect time and close more deals!

Popular Features

  • Bullet Check Icon SMS & Email Notifications
  • Bullet Check Icon
  • Bullet Check Icon Internal Document Sharing
Document View Notifications

"Effective time management is the secret to success – it forms the very backbone of a coherent, organized company… the cornerstone of productivity."

Scott E. Snyder, CEO & Founder
Sellution Logo
CRM Document Tracking System

Document Tracking Report

With Sellution's document tracking solution you can gain constant insight into which sales documents are performing the best and who is sharing them the most often.

Email Report

Document Management Tools

Leverage each document into a high converting lead magnet and more...

Bullet Check Icon Real-Time Reporting

Access real-time reports on each sales document.

Bullet Check Icon Custom Links

Custom links allow you to track the open and view rate.

Bullet Check Icon Lead Magnet

Turn your documents into lead magnets