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Customer and Supplier Relationship Management

Gestion des dossiers clients et fournisseurs avec l'ECM Elise by NeoLedge

Customer and supplier relationship management can be a challenge for all companies, whatever your size. To sustain successful relationships, you must optimize your purchase and sales cycles from quotation through delivery and support. However, this is complicated by the abundance of supporting documents and stakeholders in the process.

How can you standardize your company’s purchase/sales processes? How can you manage all customer and supplier files (orders, shipping, invoices, complaints) in the most efficient, organized and collaborative manner?

With NeoLedge Case Management Solution Elise, you enjoy a 360° view of all your customer and supplier files with the added advantage of completely streamlining sales processes from end to end.


Visibilité à 360° des dossiers et affaires via le case management avec la solution ECM et GED Elise by NeoLedge


A complex sales process involves many parts and players—and documents. It’s essential you can handle these processes efficiently to maintain valuable customer and supplier relationships. With NeoLedge ECM customer and supplier management, Elise, you can design unique sales processes and rules with a flexible workflow system according to precise criteria. With a dynamic case management solution, you can modify your processes or add an actor to the validation process to easily manage complex cases or exceptions.

Intégration au système d’information de la solution de case management Elise by NeoLedge


Elise ECM integrates your data across ERP, CRM and other business applications to create a centralized and organized repository for your customer and supplier information, files and documents. From contact databases to case documents to project files, you can simply search your information to find what you need in a fraction of the time.

Elise Flow, plus qu


Accelerate your ability to create, sign and send important documents. You can import your documents from business applications or create documents in Elise from the document template database. From quotes to purchase orders, automatically sign important documents with the Elise Flow electronic signature module giving you a fast way to include an electronic signature or image of a handwritten signature on a single document or batch of documents.

Gestion des pièces justificatives pour une meilleure gestion des dossiers clients fournisseurs avec la solution de case management Elise by NeoLedge


Quotes, purchase orders, invoices, shipping documents, complaints—there are so many documents that make up customer and supplier records. Streamline your processes and relationships by managing all your supporting documents within ECM software Elise by NeoLedge. SmartLink technology integrated into the platform links all files and documents attached to the same account, customer or supplier. This creates a complete 360° view of customer and supplier history.

Take benefits from good customer and supplier relationship management


  • Search and access any file faster and easier
  • Centralized view of customer and supplier history in a single space
  • Automated document creation and electronic signatures
  • Easier document sharing and collaboration


  • Improved customer and supplier relationships and satisfaction
  • Reliable audit trail and traceability
  • Better monitoring and control of activities
  • Global view of purchase/sales processes and effectiveness
  • Simplified dashboards and performance monitoring
  • Stronger internal controls and security
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