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Document Management

Manage all your documents in one place in a properly organized way with the option to search and find the documents in an easy and simple way. You can link all the related documents of a lead or deal directly with it.

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Quick and simple – simply select the lead and upload the associated document.

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Unlimited data – you can add any number of files linked to a lead or deal. There is no restrictions.

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Multiple Formats – supports various kinds of file formats and you can manage any kind of document at ease.

Add Lead, Deal or Client

You can add the lead or lead as per your need

Go to View Page

Visit the view page of the lead, client or deal

Upload Multiple Files

Click on the Upload button on top right to upload files

Uploads Sections

Navigate to the uploads section to view all the uploaded files

Delete whenever you want

You can delete any unwanted leads whenever you need

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