Managing your Documents and Files

You can store all of your important documents – letters, proposals, policies, contracts – together, within the Contacts and Business Dashboards. There is nothing more frustrating then not being able to find an urgent document or piece of information when you really need it. With 4CRM you will not have to face this dilemma. Everything referencing the contact will be in one place, easy to find and available to everyone in your team. This reduces all risk in the event of a team member leaving the company for example. Anyone in you team can quickly be up to date with the customer’s history seamlessly. In the event that a customer has a question or requires a copy of any correspondence, you are one click away from being able to view the customers profile dashboard and have full access to this information. You can also link to your dropbox account if you need to.