🤝 Docwise Relations

Track all onboarded clients, buyers, and trade relationships across your company with a powerful, organized CRM-like experience.

Client Directory

Unified Client Directory

Centralize all your buyer profiles with contact info, company details, trade history, and compliance notes.

Relationship Timeline

Relationship Timeline

Track every interaction—emails, orders, agreements—mapped in a clean chronological view for easy follow-up.

Segmentation

Segments & Smart Tags

Tag clients by country, product, rating, or potential—so you can filter and trigger campaigns more intelligently.