Four men in a casual meeting room, with one standing near a whiteboard filled with sticky notes, while the others listen and use laptops. The room has exposed brick walls and a large hanging lampshade.

Small Business

CRM can help you store and manage files with compliant solutions that scale with your budget.

Why Choose CRM?

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Offsite Records Storage

  • File Retrievals and Deliveries

    • Request files from anywhere through our online portal and track deliveries in real-time.

  • Save Time & Office Space

    • With your records stored elsewhere, you can utilize valuable floor space and support more efficient operations.

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Electronic Record Conversion

  • Digitize Hard Copies of Files

    • Scan records to create text-searchable documents to enable online access to your records.

  • Remote Scanning On Demand

    • Request the exact files you need from physical storage for immediate access.

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Convenient File Management

  • Online Portal Access

    • Safely access your files and manage retrieval from anywhere.

  • Secure Records Disposal

    • Unneeded files can be safely destroyed to minimize the risk of data being compromised.

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OUR SERVICES

  • Person scanning a document.

    Document Imaging

    We offer full-service, secure document imaging solutions tailored to your organization’s specific and unique objectives.

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  • Person sorting through documents in a record storage facility.

    Record Storage

    We use the most advanced bar code tracking technology software available to maintain complete and accurate storage control.

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  • Document Destruction

    Your level of compliance to the required federal and state laws is enhanced with our secure document destruction programs.

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  • ECM System

    Our online Enterprise Content Management (ECM) System offers security, workflow solutions & enhanced functionalities.

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