File Manager

How do you keep customer's digital documents? In your PC's drive or on cloud? How much time it would take to retrieve them?
is simple to use tool to keep all the digital documents of the customer's in a single place and retrieve them in a jiffy.
  • 1 GB Storage/User
  • User Based Access
  • Share Documents With Others
  • Full Backup
  • and more...
Limited Period Offer
$ 2
per user for all features
File Manager
File Manager
There are tons of documents you send to customers and they reply back, including KYC documents, proposal, RFP etc. Keep them at a single place with in built file manager for every user.

Keep Customer's Documents In One Place

Don't juggle around your email, digital-drives & your hard-disk to find the customer's documents.
One Storage
Keep Everything In A Place

Open the customer's profile and upload or access any documents you have created for them. No more hours spent searching them.

Ample Space
Generous File Storage

Get 1GB free storage space per user. You can also upgrade the storage at nominal price of $1/GB per month.

Fast & Secure
Access Control

You can define who could access this data in your organisation. Admins will always have the access for the storage.

Create Image Gallery
Upload Images

System can create an image gallery to be used in templates & mailers from all the images uploaded in file manager.

All the essential tools to run your business smoothly...

Best Features Of

We don't compromise on the features just because we are selling an affordable CRM.
Contact Management
Manage your contacts like a boss, every communication, every minute detail at your disposal in seconds.
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Cloud Telephony (ZipCall)
Are your customers based in different countries? Don't worry, let them call right from your website with ZipCall for free.
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Invoicing
Send invoices to your customers in a jiff. All the details are automatically fetched from CRM.
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Ticketing System
Better support helps to retain customers & let them self resolve their issues. With proper ticketing system you can offer 24x7 support.
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Marketing Automation
Automate your marketing & run campaigns without human intervention. Send Email, SMS, WhatsApp messages on rulesets based on your business needs.
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Workflows
Let your actions start a chain reaction to update the CRM or perform actions like sending an email to user or customers.
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Bulk Email Campaigns
Email is still has the best RoI. Run bulk email campaigns right from the CRM panel using any email service provider.
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Bulk SMS Campaigns
SMS is cheap and gives you best open rate. Run the bulk email campaigns right from the CRM panel using any SMS service provider.
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Custom Forms
Create forms as per your requirement and attach to the customer's profile. Get the data as you want and require.
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Deals Management
Always have your sales pipeline on your fingertips. No need to ask your team members or searching on the CRM.
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Proposals
Create custom proposals for your customers and send them as a PDF attachment. You can also create templates which can be used by every employee.
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Daily Digest
All the tasks, missed followups, recommendations on a single screen. Get charts & graphs about sales performance and take actions on it.
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Employee Tracking
No more guess work on whether your field employees are working or not? Get real-time reporting & location on your mobile or web-panel.
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Lead Management
Automatically distribute leads to multiple users based on different parameters, shifts and work load.
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File Manager
Upload files like KYC documents, proposals, images, zip-docs or anything related to customers and access them anywhere.
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Fully Customisable
Fully customisable CRM based on your requirements. Add products & services, lead status or almost anything.
Integrations
Ready to use integrations with most popular sites used for lead generation like Google-Ads, Facebook/Instagram, JustDial, IndiaMart.
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Filters
Create your own filters to get custom reports based on exhaustive search criteria. Create any type of report easily.
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Task Scheduler
Create & schedule tasks to get a reminder automatically before the meeting or followup. Forgetting a meeting is a thing of past.
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Webhooks
Send data to any third party software easily. A simple way to use one-way APIs.
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Believe us, the list doesn't end here, we have just started.