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Cloud Storage
Secure cloud storage for all business documents. Organize with folders, tags, and automatic CRM linking.
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Version Control
Track document revisions with full version history. Compare changes and restore previous versions.
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E-Signatures
Send documents for digital signatures directly from CRM. Track signing status and get instant notifications.
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Template Library
Create reusable document templates — proposals, contracts, NDAs — with auto-populated CRM fields.
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Folder Permissions
Role-based access control at folder and document level. Audit trails for compliance.
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Auto-Linking
Documents automatically linked to related contacts, deals, and projects for instant context.
