EnglishEnglish

Careers
Marketplace
Contact
Login

EnglishEnglish

Powered by the latest AI

Customer management with electronic customer files

With Doxis, you can simplify customer management across your organization by centralizing customer documents, emails, contracts, and communication in a single digital customer file.

  • Centralize all customer-related documents and data
  • Improve response times and customer satisfaction
  • Seamlessly integrate with leading CRM platforms
Book a demo now
Purchase-to-pay automation software

Turn Any Business Document into Structured, Actionable Data

Doxis electronic customer files bring all customer-related information together in one central location, giving employees a complete and up-to-date customer view. Access documents, emails, contracts, and correspondence instantly while streamlining processes and improving service quality.

Without Doxis

×Customer information is scattered across systems
×Employees spend time searching for documents
×Incomplete customer views lead to inefficiencies
×Manual processes slow down service delivery
×Compliance and audit readiness require extra effort

With Doxis

✓Access all customer information from a single electronic file
✓Connect SAP, Salesforce, and other business applications
✓Provide faster, more informed customer service
✓Automate customer-related workflows and approvals
✓Improve compliance, transparency, and productivity

What are electronic customer files?

Electronic customer files are a key component of modern customer management, providing one central place for customer-related information, documents, emails, and communication. With Doxis, organizations can improve customer service, automate administrative processes, and maintain a complete customer file throughout the customer lifecycle.

Improve customer satisfaction

Expedite the handling of customer inquiries, orders and bids and speed up respond times

Provide information fast

A structured customer overview helps you with faster responses and smarter decisions.

Deploy resources better

Automate data capture and filing to save time for stronger customer relationships

What our clients say about us

See why organizations worldwide trust Doxis to improve efficiency, streamline processes, and achieve lasting business value.

Günter Holst,
Head of Quality & Project Management - AviationPowerGroup

"We’ve significantly accelerated our invoice processing with Doxis. Now we have better liquidity planning, meet our payment deadlines and take advantage of cash discounts."

Martin Treder,
Global IT, DHL Express

"We searched the world for a suitable solution for our document management and the answer was right in front of us all along – just across the Rhine river at Doxis."

Benjamin Schaller,
Head of Archiving & Document Services, SEW-EURODRIVE

"We are processing much more than we used to with the same amount of people. We can do more without hiring people and follow up many more quotations."

Robert Jaksch,
Team Manager ECM, adesso SE

"The integration of Doxis and SAP SuccessFactors significantly enhanced process efficiency and speed in HR."

 

Dr Steen Dupont,
RECODE Programme Manager, Natural History Museum

"Doxis will help us to create a next-generation collections management system which will benefit the community and further modernize the Museum’s collection management system."

 

Ilaria Patri,
Head of Group Legal Compliance & Internal Audit, Member of the 231 supervisory body

"Doxis provided the perfect solution to manage compliance issues in an innovative way."

 

Lars Schmerge,
ECM Project Manager, Bernard Krone Holding

"Why did we chose Doxis? From the very beginning they were on a level with us and their solution fulfilled all of our requirements."

 

Gudrun Otte,
Head of project and quality management, FCA Bank

"Switching to the Doxis ECM suite opens up a range of new technological possibilities, such as electronic record management."

 

Petra Haas,
Project and Department Head of Organization Management, Aareal Bank

"We launched a centralized ECM platform with the goal of creating order, transparency and auditability within our corporate document-based processes. With Doxis, we’ve reached this goal."

Gundolf Hallmann,
Area Manager of Finance and Accounting, Bofrost*

"Our goal was to shorten the invoice processing time and to have a more efficient and audit-proof structure. We achieved this thanks to Doxis. A win for the company and for the employees."

Explore more customer references

Curious how we can help you?

Get in touch with us today.

Book a demo

Why choose Doxis for customer management?

Doxis combines powerful customer management capabilities with centralized customer file management, helping organizations bring all customer-related information together in one place. By connecting these documents to a single customer file, Doxis improves visibility, automates manual processes, and enables faster, more informed customer interactions.

360° view of customers

The structured overview and centralized filing of all information on a customer offers full transparency and enables sound decision-making

Fast response

Access the information you need directly and respond to inquiries in every phase of the buying process quickly and with confidence

Mobile access

Whether on the go, on site with a customer or at your office desk, information can be accessed across locations and devices to enable seamless processes

CRM integration

Doxis transfers master data directly from your CRM platform and, e.g. automatically files new documents from the CRM in the correct customer file

Effective resource deployment

Automate manual data capture and back office processes and free up resources to focus on what's most important: your customers

Guaranteed compliance

Automate document filing and prove compliance with retention periods and data protection requirements

Where compliance, expertise & industry recognition
 come together

Secure

Compliant

Recognized

Doxis is a leader!

Gartner® Magic Quadrant™ for Document Management 2026

Partners

Connect Doxis to your business applications

Doxis integrates seamlessly with leading business applications such as SAP, Salesforce, and many others, enabling efficient customer management across your organization. By connecting customer information and documents across systems, employees always have access to the information they need.

Our SAP & Salesforce integration whitepaper showcases just a few examples of what's possible. Not sure whether Doxis integrates with your existing applications? Get in touch, we'd be happy to discuss the options.

Read now

Integration in your IT landscape

Go to overview

Get organized with electronic files

eFiles

Standardized content collaboration workspaces

Read more →

Digital customer file

Gain a 360° view of your customers

Read more →

Digital supplier file

Streamline supplier document management & relations

Read more →

Digital case file

Standardized files for better case management

Read more →

Personnel file

The single source of truth for all HR documents

Read more →

Schedule your personalized Doxis demo

Requesting a demo is quick, easy and free — with:

  • A quick chat
  • Zero obligation
  • Use cases tailored to your industry

Doxis is the perfect fit for your business if:

  • You have 100+ users and an international presence
  • You need to process large volumes of documents
  • You need to tackle complex business processes
What is the sum of 9 and 9?

More about document management

Blog

Overcome the limitations of SharePoint with ECM: Two real-world examples

Read more

Blog

336% ROI: Total Economic Impact™ study reveals benefits of modern ECM

Read more

Blog

Legacy System Modernization: How to Replace Outdated Document Management Systems

Read more

FAQ's about Electronic customer files

 

What is an electronic customer file?
An electronic customer file is a centralized digital repository that consolidates all customer-related information, including documents, emails, contracts, correspondence, and transaction records. With Doxis, employees can access a complete customer history from a single location, enabling faster responses, improved collaboration, and more informed decision-making across departments.
How does Doxis help create a 360° customer view?
Doxis brings together customer information from multiple systems and automatically organizes it within a structured digital customer file. Documents, emails, contracts, and business transactions are linked to the relevant customer, providing teams with a complete overview of customer interactions and helping them respond quickly and accurately to inquiries.
Can Doxis integrate with CRM systems?
Yes. Doxis integrates with leading CRM platforms and synchronizes customer master data to create and maintain digital customer files automatically. Documents generated within the CRM can be filed directly in the correct customer record, ensuring that information remains consistent, accessible, and up to date across systems.
How do electronic customer files improve customer service?
By providing immediate access to all relevant customer information, Doxis reduces the time employees spend searching for documents and correspondence. Service, sales, and support teams can quickly retrieve customer records, review previous interactions, and respond more efficiently. This leads to shorter response times, improved service quality, and higher customer satisfaction.
How does Doxis improve customer management?
Doxis improves customer management by bringing all customer-related information together in a centralized digital customer file. Automated customer file management and customer document management ensure that documents, emails, contracts, and communications are stored and organized correctly. As a result, employees spend less time searching for information and more time building strong customer relationships.
How does Doxis support compliance and secure customer information management?
Doxis helps organizations manage customer information securely and in compliance with regulatory requirements. Documents can be archived according to retention policies, access can be controlled based on user roles, and all relevant information remains traceable throughout its lifecycle. This supports data protection requirements while ensuring that customer information is available when needed.

How can we help you?

+49 (0) 30 498582-0
Please calculate 6 plus 5.

Your message has reached us!

We appreciate your interest and will get back to you shortly.

Contact us