Document Management System

to directly add to relevant deals

Upload, save your documents and send them as attachments in emails. Document management also includes tagging your files with relevant contacts and deals you could work on.

Document Management System

Store Documents using Document Management

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 any documents in multiple formats supported such as PNG, PDF, JPEG, 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 easily.

How does the Document Management feature in CRM Software helps?

Document Management feature in CRM software helps companies store and manage important documents like proposals, contracts, and clients' personal information. Document Management feature can also manage projects, tasks and other work-related activities. One can store files of any format like images, pdf, CSV and more formats. When it comes to storing essential documents related to leads, contacts and more, CRM.io's document management feature proves its worth.

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