Securely share, sync and store large files in the cloud
- View all account info within one app. Access Documents in ResultsCRM. Users can send, receive, sync and store files without leaving the application.
- View documents on any device. Once a document is added within ResultsCRM, it becomes available on all of your devices, including your mobile device.
- Provide access to documents at various levels within ResultsCRM. ShareFile documents can be accessed from the Contact, Activity, Project, and Sales Opportunity screens.
Do more with ShareFile and ResultsCRM
- Eliminates switching back and forth between applications. ShareFile documents can be added and accessed within ResultsCRM so that all relevant account information can be tracked in one place.
- Attach & view documents at the company level. View all contracts, diagrams, and other business documents in relation to the entire account record.
- Work within the application of your choice. ShareFile provides reports that allow users to track their files and know who opened their files and at what time.
- Increases productivity by providing access to important documents anytime, anywhere. Mobile apps allow you to access and share documents on the go.