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.
Quick and simple – simply select the lead and upload the associated document.
Unlimited data – you can add any number of files linked to a lead or deal. There is no restrictions.
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
Schedule a Live Demo
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