to access relevant information
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.
Add new documents and associate them with the appropriate contacts, deals in your CRM
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.
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.
Enable users to search, preview, and download documents added to specific leads. With these functions, users can quickly view and download documents.
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CEO at KPSYNCLAB
We are using 500apps for consolidated business growth. All the apps are very handy as we have the best customer success consultants working together with our Sales Director.
Christian Bjerre Nielsen
CPO at uQualio
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"SMBs' ultimate choice" - It was packed with features that addressed every need an organization could have. A wide variety of management functions are available, including human resource management, product management, time management, knowledge management, and client management.
UE (Small-Business User)
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Tejas (Mid-Market Consultant)
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Cosmetics Marketing Administrator
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Owner at Stonegye.digital
Program Manager at Keystone
It is a great platform where I can manage everything regarding my business and customers. 500apps basically solved many problems of mine regarding managing inventory from different vendors, billing customers, sending emails to customers, and managing help desks for customers. I can manage my whole business with 500apps because it provides all the tools I need.
Assistant Manager at Quality CARE India Limited