Attach documents directly to contact and deal records, so every file is in context and easy to find.
All documents are stored securely with AES-256 encryption at rest and TLS 1.3 in transit.
Organize documents with folders, tags, and search, so you can find any file in seconds.
Control who can view, edit, and download documents with role-based permissions and access logs.
Drag and drop files to attach them to contacts, deals, or store them in shared folders.
Use folders, tags, and full-text search to find any document in seconds.
Share documents with secure, expiring links and track access with detailed view logs.
Storage limits vary by plan: Starter includes 5 GB per user, Pro includes 25 GB per user, and Enterprise includes 100 GB per user. Additional storage is available as an add-on.
Yes. All documents are encrypted at rest with AES-256 encryption and protected in transit with TLS 1.3.
Yes. Documents can be attached directly to contact and deal records, so every file is in context and easy to find when you need it.