Document Management System

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.

Document Management System

Store & Secure All Your Documents

Add new documents and associate them with the appropriate contacts, deals in your CRM

document management leave note
add documents

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

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

Preview & Download

Enable users to search, preview, and download documents added to specific leads. With these functions, users can quickly view and download documents.

What is Document Management ?

Document Management in CRM software helps companies store, manage and track important documents. It provides a secure storage platform where users can store documents of any format like images, PDF, CSV, and more. The feature also lets users manage projects, tasks, and other work-related activities. With Document Management, users can easily track documents related to leads, contacts, deals and more.

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