Introducing the Live Launch of Document Management

We are thrilled to announce the live launch of our new document management system! With its advanced features and intuitive interface, we are confident that it will greatly streamline your document organization and enhance your productivity. In this blog post, we will walk you through the exciting features of our document management system and how it can revolutionize the way you handle your documents. So, buckle up and join us on this journey to discover the power of efficient document management!

Introducing the Live Launch of Document Management


Are you tired of sifting through endless files and folders to find the documents you need? Do you wish there was a more efficient way to manage and organize all your important files? Look no further! We are thrilled to announce the live launch of our brand new feature in our CRM called “Documents”. With this new addition, you can say goodbye to the days of document chaos and embrace a streamlined document management system like never before.

The Power of “Documents”

With our new “Documents” feature, you will have the ability to manage all document-related tasks in one centralized hub. No more jumping from one application to another or wasting time searching for that specific document buried deep within your folders. Everything you need will be right at your fingertips, accessible with just a few clicks.

Streamlined Organization

The “Documents” feature is divided into four easy-to-navigate sections: internal sent, internal coming soon, received coming soon. This allows you to categorize and sort your documents based on their status, making it easier to stay on top of your workflow.

Custom Fields for Enhanced Organization

Managing your contacts is now a breeze with the ability to add custom fields for each contact. This means you can personalize your document management experience and easily associate documents with the relevant contacts. No more confusion or searching through multiple folders to find what you need. It’s all right there, organized and ready to go.

Send and Receive Documents Effortlessly

With the client portal feature, you can now send and receive documents with ease. No more worrying about email attachments getting lost or clients not being able to access their files. Simply upload the document to the client portal and share the link with your clients. It’s that simple!

Enhanced Search Functionality

Finding the right document has never been easier. Our enhanced search functionality allows you to search documents by file name. No more wasting time scrolling through endless lists or folders. Simply type in the name of the document you’re looking for, and in an instant, it will appear on your screen.

A Glimpse into the Future

While we are excited about the current functionality of our “Documents” feature, we understand that technology does not stand still. That’s why we are constantly working on improving and expanding the capabilities of our document management system. In the future, you can anticipate an even more comprehensive document management experience, tailored to fit all your specific needs.

Stay Productive On-the-Go with Mobile Release

We understand that work doesn’t always happen within the confines of an office. That’s why we have a mobile release coming soon. With this release, you’ll be able to manage your documents on the go, ensuring that you never miss a beat when it comes to staying organized and productive.


In conclusion, the live launch of our “Documents” feature in our CRM marks a new era in document management. With its streamlined organization, customizable fields, simplified document sharing, enhanced search functionality, and future improvements, you can finally say goodbye to document chaos and hello to effortless productivity. So why wait? Try out our new feature today and experience the power of streamlined document management for yourself.

FAQs After The Conclusion

  1. How can I access the “Documents” feature in the CRM?
  2. Can I customize the fields for each contact?
  3. Can I share documents with clients through the client portal?
  4. Is the enhanced search functionality available for all file types?
  5. When can we expect the mobile release for document management?