Document Management System

to directly add to relevant deals

Upload, save your documents and send them as attachments in emails. This includes tagging your files with relevant contacts and deals that you could be working on.

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Document Management System

Store Documents using Document Management

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

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add documents

Add Documents

Attach a relevant document to the specific lead or contact. The right document sent at the right time can be the difference between a closed deal and a lost opportunity.

multi format support

Multi Format Support

Attach and store any documents in any of the multiple formats supported such as PNG, PDF, JPEG, CSV. This is helpful for storing documents you need to share.

preview & download

Preview & Download

Enable the access to users to search, preview and also download documents that have been added to specific leads. With these functions, users can quickly view and download documnets easily.

How Document Management feature in CRM Software helps?

Document Management feature in CRM software helps companies to store and manage important documents like proposals, contracts, and clients’ personal information. It can also be used for managing projects, tasks and other work related activities. One can store files of any format like images, pdfs, csv and more formats. When it comes to storing important documents related to leads, contacts and more,’s document management feature proves its worth.

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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.

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