Store files linked to your Contacts.
Almost all businesses need to keep records on their clients in order to maintain a quality relationship at scale. Attaching a range of files to a contact or company is hugely useful as part of your workflow. This gets even more powerful when paired with Client Portal Pro to manage files shared with clients.
Upload Files
Upload files against your contacts, and companies. From Quotes, to Passport scans or initial consultation documents
Secure File Store
Chose which files your contacts can view in their Portal.
File Slots
If you need specific files for contacts, easily set up a file slot to manage that file type
File Management for FREE
Upgrade for more features to take your contact management to the next level.
Free
All the core modules to get started with your CRM.
Free
Includes 4 of our 30+ CRM extensions:
- Invoicing Pro
- Gravity Forms Sync
- PayPal Connect
- WooCommerce Connect
- Contacts
- Quotes
- Invoices
- Transactions
- Tasks
- Forms
Freelancer
All the essential tools to drive your business forward.
$11
- per month
- billed yearly
Includes all our 30+ CRM extensions:
Analytics
- CRM Funnels
- Awesome Support
- Sales Dashboard
Forms
- Gravity Forms Sync
- Contact Form 7 Sync
Payments
- PayPal Sync
- Stripe Sync
- Invoicing Pro
Sync
- Google Contacts Sync
- WooCommerce Sync
Email marketing
- MailChimp
- ConvertKit
- aWeber
- Mail campaigns
- And 2 more
- Everything in free plus
- Invoicing Pro
- Gravity Forms
- PayPal Connect
- Stripe Connect
Entrepreneur
Elevate your business with automation, lead nurturing, sales funnels, and much more!
$17
- per month
- billed yearly
Includes all our 30+ CRM extensions:
Analytics
- CRM Funnels
- Awesome Support
- Sales Dashboard
Forms
- Gravity Forms Sync
- Contact Form 7 Sync
Payments
- PayPal Sync
- Stripe Sync
- Invoicing Pro
Sync
- Google Contacts Sync
- WooCommerce Sync
Email marketing
- MailChimp
- ConvertKit
- aWeber
- Mail campaigns
- And 2 more
- All 30+ CRM extensions
- Single site license
- Access to Slack community
- 12 months support and updates
- Priority support
airline