Behind the Scene
Our File Manager feature simplifies organization and access to your vital business documents. This advanced CRM feature allows you to securely store, manage, and share files directly within your CRM system.
With the File Manager, you can create folders, rename, move, and delete files with ease. This feature makes it effortless to organize your files according to customers, projects, or document types, providing you a smooth and efficient workflow.
Share files directly with team members or clients from within your CRM. The File Manager eliminates the need for external file sharing tools, reducing clutter and improving communication efficiency.
The File Manager feature is not just a storage facility; it is a tool that fosters team collaboration. It enables users to share files, track changes, and maintain version control, ensuring your team is always on the same page.
Forget the hassle of switching between different applications or storage platforms. With our File Manager, all your important documents are stored centrally in the CRM, enabling quick and easy access by all team members, anytime and anywhere.
The File Manager keeps track of all edits and updates to your files. This means you'll always have a record of who made changes and when, ensuring transparency and reducing the risk of errors or misunderstandings.
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