Cloud Storage
Secure cloud storage for all business documents. Organize with folders, tags, and automatic CRM linking.
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.
Template Library
Create reusable document templates — proposals, contracts, NDAs — with auto-populated CRM fields.
Folder Permissions
Role-based access control at folder and document level. Audit trails for compliance.
Auto-Linking
Documents automatically linked to related contacts, deals, and projects for instant context.
