Document Management
Store, organize, and secure files with version control and permissions. Access documents instantly and keep your CRM workflow clutter-free.
File Storage & Organization
Store and organize all CRM-related documents in a structured and secure repository with easy search and quick access.
- Central Document Repository
- Folder & Subfolder Structure
- Smart Document Search
- File Preview Support
- Document Tagging
- CRM Object-Based Storage
Document Version Control
Maintain clean version history for every document, track edits, restore older versions, and monitor changes over time.
- Version Tracking
- Restore Previous Versions
- Edit History Logs
- Version Comparison
- Author-Based Updates
- Version Status Indicators
Access Permissions & Security
Protect sensitive documents with role-based permissions, restricted access, secure sharing settings, and full audit logs.
- Role-Based Access Control
- Document-Level Permissions
- Secure File Sharing
- Restricted Download Options
- Audit Trail & Access Logs
- Confidential Document Locking
Document Sharing & Collaboration
Share project files, proposals, PDFs, and attachments with teams and clients for seamless collaboration.
- Secure Document Sharing
- Internal & External Access
- Commenting & Notes
- Collaboration Threads
- Shared Document History
- Link-Based File Sharing
Linked CRM Records
Attach documents directly to leads, contacts, accounts, deals, and tickets — ensuring files stay organized and context-specific.
- Attach to Leads / Contacts
- Attach to Accounts / Deals
- Attach to Tickets & Projects
- Context-Based Document Access
- Document Usage Tracking
- Cross-Module Document Linking