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.

true
Please enter a valid email address
No credit card required
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.

Sign Up FREE for 10 users

Explore More Features

Here are the additional features to look at

Explore More Features

Go to the next level with 500apps logo

Get 39 other apps with CRM.io at $14.99 - Join the SaaS Revolution - 500apps, $14.99/user flat pricing, 24/5 Support (Phone/Chat/Email/Onboarding)

500apps banner
What our customers say

I chose 500apps because of their value and incredible superior customer service. They really care about small-to-medium sized organizations like ours, whether you're very CRM experienced or lightly so. Every business needs a CRM these days. Compared to HubSpot or Fusion Marketing, they really present a better value and are quite robust yet simple to use. Very pleased!

I love 500apps. It's a perfect solution for startups. The price is right and the system does all I need it to. I had a small issue and called the customer service line. I was really impressed being able to speak with the team all the way from Australia. They resolved my issue immediately and were very nice to deal with. I highly recommend this solution. 500apps is excellent for startups who can't afford the high prices of alternative solutions out there.

500apps is a pretty compressive system for a good price. Plenty of integrations. Sales, marketing and help desk automation. I love that it integrates with IMAP and the chrome widget is brilliant for pulling in LinkedIn data. I've found the customer service incredibly responsive. These guys really care about their reputation.

Get Started with 500apps Today

CRM.io is a part of 500apps Infinity Suite

Please enter a valid email address