Enhance your Perfex CRM experience with the Document Management Module. This module allows you to efficiently manage and organize all your files and documents within the CRM platform.
Main Features:
- Upload and store various types of documents such as contracts, invoices, proposals, and more.
- Create folders and subfolders to categorize and structure your files for easy access.
- Set permissions to control who can view, edit, or delete specific documents.
- Version control to track changes and revisions of documents.
- Search functionality to quickly find the documents you need.
Why Choose Document Management Module for Perfex CRM v10?
With the Document Management Module, you can streamline your document management process, improve collaboration among team members, and ensure data security within your CRM system. Say goodbye to scattered files and folders, and welcome a more organized and efficient way of managing your documents.
