Client File Management

Attach Files to Contacts, Companies, Quotes, Invoices & show them on your Client Portal

Client Files

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

Freelancer

Invoicing Pro, Gravity Forms, PayPal Sync, Woo Sync


$11

per month, billed yearly

Start with Freelancer
  • Access to 4 CRM extensions
  • Basic Support
  • Single Site License
  • Access to Slack Community
  • 12 months support and updates

Entreprenuer

All CRM extensions, Priority Support


$17

per month, billed yearly

Start with Entrepreneur
  • Access to ALL CRM extensions
  • Priority Support
  • Single Site License
  • Access to Slack Community
  • 12 months support and updates
  • *includes Mail Campaigns

Elite

Everything in Entrepreneur + Mail Campaigns


$30

per month, billed yearly

Coming Soon
  • Access to ALL CRM extensions
  • Mail Campaigns
  • Priority Support
  • Single Site License
  • Free 30 minute conceirge call
  • Access to Slack Community
  • 12 months support and updates

Reseller

Everything in Elite +10 licenses and white-label


$5.40

per site, per month, billed yearly

Start with Reseller
  • Access to ALL CRM extensions
  • Mail Campaigns
  • Priority Support
  • 10 Site Licenses
  • Free 30 minute conceirge call
  • White Label / Rebrander
  • Access to Slack Community
  • 12 months support and updates
Mail Campaigns will become part of the Elite Bundle from v3.0 onwards. Buy Entrepreneur now and get Mail Campaigns included in your plan.

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