CRM Document Management

We provide a robust document management feature that allows you to share your important documents with your team, providing instant access to all of your electronic files. Simply create a folder and put your files in it; you can even upload a whole directory structure with one simple click.

It's easy to access the documents from our mobile apps -- that makes it really easy to take documents on the go and quickly and easily access them from your mobile.

With point-and-click convenience, our powerful document management and doc storage is a safe, secure place to centralize your electronic document assets. Your team can then quickly access contracts, sales and marketing literature, standardized forms, software, or any other type of file instantly from anywhere in the world

Our free service includes unlimited storage for all of your teams' important docs.

Each member of your team can have their own document store, and each document can be related to a function within the CRM application. For example, a document can be assigned to a contact, task, event, or call -- assign marketing and sales information to customers to show that they have been sent information. Instantly, all of your sales and support staff have 24 x 7 secure access to all of your important business information assets

Our document management and CRM integration combines with our call and email functions for total sales force automation and customer relationship management. Utilizing the full power of CRM means total integration of the sales and support processes as it relates to customers, try for yourself and see the power that real-time CRM and document integration brings to your successful business.

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Sales Cloud

Want everyone to sell smarter? Free CRM can help close deals faster and track everything. Companies of all sizes use Free CRM to help them every day.

Service Cloud

Customer support cast management means making customers happy. Free CRM makes your reps happy, too, by keeping everyone up to date and closing more tickets faster.

Marketing Cloud

Automate email campaigns with personalized messages that are highly targeted from the CRM and social media. Engage your customers as you never have and keep everything in one place.

Cloud Strategy for CRM

Benefits of Cloud CRM are hassle-free installation, seamless access, ease of use, affordability, high-security levels, reliable operation, flexibility, enhanced compatibility, and more. Cloud CRM can be easily integrated with other applications or software, like email, and more.

CRM Activity Reports

Our CRM reporting tools make it possible for business leaders and other decision-makers to quickly and easily access the information that they need, exactly when they need it. FreeCRM has advantages that help to perfect the reporting process. Free CRM reporting tools offer complete and adequate reporting out of the box while giving customers the chance to customize reporting to fit their own unique needs better.