Free CRM Document Storage

Free CRM Features     
In the paid versions of CRM FREE you can upload files in Accounts or Contact records as well as part of a Sale or Support Ticket. From with an Account you can see all files that are associated wit the Account, whether in a sale or support ticket or uploaded to a contact linked to the account or a support ticket of theirs. From an contact you can see what was uploaded directed in their record or an option to view all which includes all files part of a support ticket of theirs. This allows you toeasily find any and all documents that you need in the crm. There is also a crm wide document search to find files by name.


Account & Contact Management
    Import & Export

Sales Pipeline & Tracking
    Sales CRM
    Sales Tracking
    Sales Dashboard

Customer Service & Support Software
    Customer Support CRM
    Customer Support CRM
    Case Management
    Service Level Agreements

    Adding Tasks
    Calendar & Task List

Custom Fields

API for Developers

Document Storage

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