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Customer Experience

Streamline processes, build customer relationships, increase sales, improve customer service, and increase profitability

Customer Relationship Management

Document and process automation software enhances your customers’ experience by intelligently extracting and processing information from various documents, integrating seamlessly with your Customer Relationship Management (CRM) systems to improve efficiency.

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Multiple Sources 

Process customer documents from email, hardcopy scanning and portal downloads.

Document Classification

Automatically determine what type of document has been received (contract, invoice etc).

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Data Extraction

Extract the relevant data from your documents and feed it directly into the CRM system.

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Automatic Updates

Use the data extracted to update or enrich customer records within the CRM.

Streamlined Workflow

Integration with your CRM to automatically trigger follow-up tasks or update sales pipelines.

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Enhanced Data Accuracy

Advanced technologies like OCR and machine learning ensure accurate data extraction.

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Search and Retrieval

Customer documents or transactions can be quickly and easily accessed.

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Better Updates

Quickly access accurate data, respond more efficiently to queries and resolve issues faster.

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Compliance and Security

Ensure that sensitive information within documents is securely captured, stored, and accessed.


CRM Integration

The integration of intelligent capture document automation software with CRM systems optimises data capture, enhances workflow, improves data accuracy, and ultimately contributes to a more efficient and effective customer relationship management process.

Learn More About our Customer Experience Solutions


A comprehensive software platform designed to help organisations automate and streamline their business processes, including digital mailroom operations.



Twofold is a trusted partner of OnBase by Hyland, a fully integrated Enterprise Content Management software suite that combines integrated document, process, and records management.


DocuWare delivers document management and workflow automation software that enables you to digitise and optimise the processes that power the core of your business.


Why Choose Twofold

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Typical benefits of a digital mailroom in banking:

  • Mortgage document processing
  • Mortgage document processing
  • Mortgage document processing
  • Mortgage document processing
  • Mortgage document processing