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The Documents module in IA CRM allows you to store, organize, and share essential files directly within the platform. Whether it’s a contract, proposal, presentation, or supporting document, everything is centralized and accessible from the client, deal, or team profile. Additionally, the feature provides complete security and control over your files, with tracking tools and permissions to ensure information is shared efficiently and responsibly.
With full integration with other IA CRM modules, documents can be linked to contacts, companies, and deals, making them easy to access during tasks or negotiations. This means less time searching for files and more focus on what really matters: providing quality service and closing deals efficiently.
Keep all critical documents in one place, always linked to the right interactions and deals.
Permission control and access history provide enhanced security and traceability, preventing unauthorized sharing.
Yes, all files can be directly linked to contacts, companies, or deals, making access easy when needed.
Yes, you can share files directly from the platform via email or by generating secure links.
IA CRM offers scalable storage, with limits depending on the plan you’ve subscribed to. There are expansion options for larger needs.
