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Centralized File Storage & Easy Access
The Documents Module acts as a secure, centralized repository for all your business files. Whether it’s proposals, contracts, invoices, user guides, or internal resources, every important document can be stored, categorized, and shared directly from the CRM making collaboration seamless and efficient.
Collaborate privately with contacts on sensitive documents through the document viewer
Exchange messages right on the document viewer. Need to involve someone else? Invite them using the share button. CRM users receive in-CRM notifications of new comments, while other contacts receive email notifications. This keeps everyone in the loop driving deals forward.
Integrate with Dropbox and Google Drive
Get virtually limitless storage, and share files with those outside the organization by integrating with the most common third-party file-sharing providers.
