Draft quotes and call notes are stored with the contact.
Folders, templates and an online editor for text and spreadsheets, right in the browser and without installation. Every document can be linked to a company, contact or deal and viewed as a PDF.
In active developmentThe CRM is still growing. Documents and the editor are in place and in use.
What the documents area can do
- Online editorYou edit text and spreadsheets in the browser. Nothing needs to be installed on your computer.
- Folders and templatesFile documents in folders and start new ones from templates.
- On the recordEvery document can be linked to a company, a contact or a deal.
- View as PDFEvery document can be viewed as a PDF.
Plain talk
- The online editor needs resources.
- It runs in its own container. For very small servers, we talk to you about the specification beforehand.
Related
Want to know when the CRM is ready?
Tell us what you need for your sales. We will get back to you, show you the current state and include your requests in development.
0173 644 22 17