EXPLORE THE CRM!
Two Way Conversations With Document Manager
Forget the hassle of navigating through countless folders.
Access all contact-related files effortlessly in one unified place - Where Your Contacts Are!
Two Way Conversation
To learn more about CC and BCC, see our article “CC and BCC" Features to Our Email Composer
Choose the Recipient’s Number: If a contact has multiple phone numbers, simply select the appropriate one for your message.
Two Way Conversation
To learn more about CC and BCC, see our article “CC and BCC" Features to Our Email Composer
Choose the Recipient’s Number: If a contact has multiple phone numbers, simply select the appropriate one for your message.
Document Manager
Upload files directly to the contact in the internal section. Whether it's a PPT, Doc, PDF, image, or even a CSV, as long as it's under 250 MB, you're good to go.
View Exactly Where the Contact Came from: Click "View Source" to open and edit the document in the document editor.
Document Manager
Upload files directly to the contact in the internal section. Whether it's a PPT, Doc, PDF, image, or even a CSV, as long as it's under 250 MB, you're good to go.
View Exactly Where the Contact Came from: Click "View Source" to open and edit the document in the document editor.
Optimized Search Functionality
Say goodbye to the endless scrolling and searching. With enhanced search functionality, finding a document by its file name is a breeze.
Managing documents directly from the contact detail view enhances efficiency and organization. This feature allows you to easily view, edit, and manage documents related to specific contacts.
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© 2024 RebelRoots Creative Solutions LLC - All Rights Reserved
Optimized Search Functionality
Say goodbye to the endless scrolling and searching. With enhanced search functionality, finding a document by its file name is a breeze.
Managing documents directly from the contact detail view enhances efficiency and organization. This feature allows you to easily view, edit, and manage documents related to specific contacts.
© 2025 RebelRoots Creative Solutions LLC - All Rights Reserved