Document Management
Store, organize, and retrieve important documents and files related to customers or prospects within the CRM system. This can include contracts, agreements, proposals, invoices, emails, and other relevant documents.
Store & Secure All Your Documents.
Add new documents and associate them with the appropriate contacts, deals in your CRM.
Add Documents.
Attach a relevant document to the specific lead or contact. A suitable document sent at the right time can differentiate between a closed deal and a lost opportunity.
Multi-Format Support.
Attach and store documents in multiple file formats, such as PNG, PDF, JPEG, and CSV. This feature helps store documents of any form you need to share.
Preview & Download.
Enable users to search, preview, and download documents added to specific leads. With these functions, users can quickly view and download documents.