File Sharing & Document Management
Secure Collaboration for Your Documents
A built-in drive for your business. attach blueprints, contracts, and images directly to Customers, Deals, or Projects for easy team access.
Why Businesses Love This Feature
Designed to solve specific pain points in your workflow.
Contextual Storage
Files live where they work (e.g. inside the Customer profile).
Access Control
Restrict sensitive files to managers only.
More Modules
Lead ManagementAuto Lead DistributionContact ManagementQuotation ManagementSales OrderJob OrderInvoice & BillingDelivery OrderContract ManagementTask & ActivityFile SharingUser & RoleDashboard & ReportingFeature Highlights
Drag & Drop
Easy upload interface.
Version Hist
Keep older versions of documents if needed.
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