Attach Files to Contacts, Companies, Quotes, Invoices & show them on your Client Portal
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.
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
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.
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.
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.
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.
Want your client to be able to browse PDF and image files with thumbnails?
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.
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.