File Storage
Are you struggling with an excessive number of work files? Having trouble finding the right ones? We’ve created centralized storage for all of your files (anything from Word and Excel files to PDFs and images) within the CRM, so you can use our magnificent Instant Search features. Just organize some sets and upload the files to the CRM. That opens up the possibility of shared file space in Collaborative Mode. If you’re working alone, have all your files in a single database that you can easily share or copy. Yes, and all of that is free.