Easy document collaboration. Better productivity.
Host a repository of your valuable collaterals within your CRM for quick access and accelerated collaboration among teams.
Here's how we can help you
- Centralized access to sales collaterals, data sheets and other relevant documents.
- Share documents based on role hierarchy or project necessities with teams or individuals.
- Attach documents to leads or deals and view multiple versions of your collateral using document tabs.
A central library for all your sales documents
Ensure the right people have access to the right documents and associate these documents with their respective deals with a centralized repository for all your sales collaterals.
Share documents with the right people
Take control of your document repository by managing access privileges. Use Zoho CRM's role-based security to get content into the right hands. Give access to users based on their roles in your organization.
Link the right collateral with the right deal
There is no need to dig through all your documents when you just want to send the latest sales material to your leads or contacts. The document library intelligently connects relevant collaterals with the appropriate lead or deal.
Multiple versions
Have multiple versions of your sales collateral in the Documents Tab and access the latest draft of the document whenever you log in.