Say goodbye to the stacks of files
To win cases, information is key. And traditionally, this information is strewn across your desk—excel sheets contain client data, notes with case-related insights, stacks of folders and files with crucial details spread all over your office. And when you need to find a key piece of information or even a quick update on a case, you have to read multiple files to find what you are looking for.
Freshworks CRM has a file manager built in that records and manages all the files related to a client in one place. So the files you need are just a click away inside your CRM tool. You can
Upload new files
View the list of files linked to a client, case, or deal
Share the file with your client or team
Sort them based on the file name or creation date-time.
Integrate with e-signing applications from our marketplace to send, sign, and manage your documents, paperless.