STORE FILES AGAINST CONTACTS

Almost all businesses need to keep records on their clients in order to maintain a quality relationship at scale. Attaching a range of files to a contact or company is hugely useful as part of your workflow. This gets even more powerful when paired with Client Portal Pro to manage files shared with clients.

UPLOAD FILES

Upload files against your contacts, companies. From Quotes, to Passport scans or initial consultation documents

SECURE FILE STORE

Securely stored files are accessible to clients via the client portal, only when you mark them as such

FILE SLOTS

If you need specific files from contacts, easily set up a file slot to manage that file type

Managed File Uploads

Gone are the days of shared drives and deep-directory drop-box oblivion. You need two things as a modern business - Firstly you need an easy, quick, and secure way to upload and 'attach' files to contacts or companies. Secondly you need your team to be able to access these files in very few clicks.

Zero BS CRM File Attachments delivers this, out-of-the-box!: No-nonsense file management for clients

File attached to contact in Zero BS CRM

Simple Uploads or Advanced Workflows

Attaching files to your contact records can be super simple in Zero BS CRM, or if you need a more specific set up, (e.g. using file slots or sharing files with clients via client portal), that's just a few clicks away.

Adding a file to a contact or company in zbs

Adding Files to Contacts

Even the freshest users can easily add files to contacts, it's as easy as selecting the file and hitting save. This makes it easy for your whole team to add files to contacts, companies, quotes or invoices. It's a key element to many entrepreneurs' teams workflows.

Super-easy file attachments
Team friendly setup
Restrict File types (see below)
Set up File Slots (see below)

Restrict File Types

Would you like to restrict file uploads to a specific file type? Or maybe allow all file types to be uploaded?

In the File Settings section of ZBS Settings an administrator can easily select which file types to allow for secure upload.

Select File Types to Accept
Control what your team uploads
Optionally allow all file types
Includes options for modern doc types commonly used in business
Securely attach files of any or specific file types
File slots let you require certain files from clients

File Slots

Sometimes you need a specific file from a client as part of your workflow (e.g. validating identity, or getting a permission form signed). File Slots make this easy in Zero BS CRM.

Add as many named file-slots as you'd like, then when you're editing a contact you can simply 'add a file' to that slot. This lets you know that you've completed a workflow step at a glance.

Unlimited Named File Slots
Easily see if file step completed at-a-glance
Useful in new-client workflows
New: Client Portal Pro now has 'Categories'

Automatic Thumbnails

Want your client to be able to browse PDF and image files with thumbnails?

New for v1.5 Client Portal Pro: Automatic generation of thumbnails from PDF, png, jpg, and gif files. Read more.

Thumbnails generated as you upload
Client can see files at-a-glance
Improves Client file front-end
PDF file previews for client portal files

Get Client Portal Pro and More!

Client Portal Pro is part of the Entrepreneur and Reseller bundles, and supercharges the way you can share files with your clients via the Portal. Attach files to your contacts and selectively show some but not all to your clients, great for sharing completed work files or copies of shared assets.

Note: This pricing is pre v3.0 launch.
v3.0 Launches next month and after that these prices will go up.

Freelancer

$129 $259

per year

  • Access to 4 Extensions
    (Inv Pro, Gravity Forms, PayPal Sync, Woo Sync)
  • Basic Support.
  • Single Site License.
  • Access to Slack Community
  • 12 Months Support & Updates

Best Seller

Entrepreneur

$199 $499

per year

  • Access to ALL Extensions
    (and every new release)
  • Priority Support.
  • Single Site License.
  • Access to Slack Community
  • 12 Months Support & Updates
Reseller

$649 $1,299

per year

  • Access to ALL Extensions
    (and every new release)
  • Priority Support.
  • 10 Site License & Rebranding Platform
  • Access to Slack Community
  • 12 Months Support & Updates

Limited Offer Pricing

Lock in your price - Purchase a bundle at this reduced price, and we'll never put your yearly renewal up.

*Prices listed are in USD. All licenses are auto-renewed after one calendar year for continued software updates and support access. All purchases are subject to our terms and condition of use.

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