Documents

to add directly 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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Documents

Attach Documents to Leads, Deals

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

documents leave note
add documents

Add Documents

Attach a relevant document to the specific lead or contact. The document will also show up when looking at the particular deal (or contact) associated with it. 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 with colleagues or save for later use.

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 what are the documents added to any contact or lead

How Documents feature in CRM Software helps?

Documents 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, CRM.io’s document feature proves its worth.

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Explore More Features

Here are the additional features to look at

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