How to Get Started Storing Documents with CRM

While we try to make doing business with us as easy and enjoyable as possible, the startup process is where we really shine. Why? Because this is the time where our brand of personal, extremely detailed attention is indispensable. This is also the time when you first learn what we mean by flexibility and experience our dedication to providing the services that your unique situation requires. Whether you are finally moving out of a self storage unit or moving a warehouse full of files to our records center, we have “been there, done that” for every conceivable scenario. But of course, we know that yours will be unique, and that’s where our flexibility comes in.

If you have not yet had a chance to discuss your records management needs with us, and would like to receive a quote, click here.

The steps to getting your records under control are:

Call us at 214-333-FILE and ask for an account review. We will discuss the following issues:

  • Where your boxes are currently stored

  • How many boxes you have and their sizes

  • The  general condition of your boxes

  • Whether you have file cabinets that need to be cleaned out and boxed (yes, we can do this for you!)

  • How often you expect to retrieve files

  • What method of indexing you use for your files (box-level or file-level within the box)

  • Your need for climate-controlled file storage, if any

  • Retention and destruction plans

Next, we will send you an agreement that spells out our responsibilities and yours. Then we will schedule a time convenient to you to pick up your inventory. Depending on the quantity, we may pick up your boxes in our regular route truck, or we may palletize, stretch wrap and transport them on our 24-foot bobtail truck. If you have a very large quantity of boxes, we may even move them with a tractor-trailer.

All boxes are barcoded for traceabililty. As your boxes enter our facility, we create a new index or use your existing index to associate a barcode with the box and a description of its contents. Finally, your boxes are placed on purpose-built records storage racks, each box associated with a barcoded rack location in our records center. The storage locations are chosen randomly, and boxes are identified only by barcode, so no one can tell whose boxes are stored where. That information is held in our secure software.

We will ask you which individuals in your company are authorized to access and retrieve your files, and we strictly maintain that confidence. Only authorized individuals can retrieve files by email, fax or phone.

You no longer have to worry about your documents and records. We pick them up, index them, store them, and bring them back to you when you need them. What could be easier?

Request A Quote!

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We switched to CRM with our document storage and document shredding needs and consider that one of the best decisions ever. CRM is very professional, local and easy to work with. Many thanks CRM!

-Leopold Steinberger

Great and personal service. Great always know where your boxes are and so do they! Not only do they have the best boxes ever for storing your docs (reasonably priced, sturdy and best of all---easy to put together), they also have onsite shredding. Full service for the entire life cycle of your documents. We have been a customer for approximately 8 years and NEVER had a single problem...which was not the case with our previous vendor! 

-Patricia Flournoy

Love Corporate Records Management. Very efficient and friendly staff. Have never had any issues, would definitely recommend.

-Maribel Hernandez

Very effective in storing our backup tapes in climate controlled storage. They are real quick to response in email queries and was always available to return tapes in case we have an emergency restore. Excellent customer service as well.

-Philip Mills

I have only been working with Corporate Records Management for a few months, but they have been an excellent partner to have in managing our extensive amount of hard copy construction plans and specifications. They are prompt and professional when picking items up to take to their storage facility, and it is extremely easy to request items back from storage if needed at a later time. I have made retrieval requests in the afternoon, and they have delivered to us the very next day. KWA Construction is most appreciate of Corporate Records Management! You help keep our office tidy and clutter-free!

-Tasha Keene

We've used CRM for almost 2 years to store our data tapes offsite. They have been reliable and easy to work with. When we have had special requests they have been quick to respond and get us what we need quickly. There were a few minor glitches when we were first getting everything setup at the beginning, but everything was quickly sorted out and we have zero complaints.

-Bret Harrell

Corporate Records Management is an awesome company. They have very friendly people who don't mind helping if you call with a question. I would recommend them to anyone who is looking to store files at an offsite facility

-Frank DaMommio

Great customer service and rapid response time to orders! Very professional and they also have had great solutions for problems my company has had. Patient employees helped us when dealing with a big conversion. Will highly recommend for business needs.

- Kedrick Williams

Are You Ready to Get Started?

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