The app provides a secure repository for managing documents and emails. Users can store, version, categorize, search, and retrieve files, including documents, spreadsheets, PDFs, email, videos, and graphical projects.
Manage projects by creating, viewing, and updating tasks. Track progress and deadlines. Share files and communicate with team members. Log leads and send quotes. Secure approvals and access customer data. Sync with desktop CRM for real-time updates.
Users can access documents through company-specific folders with permission-based access. Share folders within the organization to collaborate. View and edit files in real time with encryption and synchronization across devices.
