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Store files linked to your 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, and companies. From Quotes, to Passport scans or initial consultation documents

Secure File Store

Chose which files your contacts can view in their Portal.

File Slots

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

File Management for FREE

Upgrade for more features to take your contact management to the next level.

Free

All the core modules to get started with your CRM.

Free

Includes 4 of our 30+ CRM extensions:

  • Invoicing Pro
  • Gravity Forms Sync
  • PayPal Connect
  • WooCommerce Connect
  • Contacts
  • Quotes
  • Invoices
  • Transactions
  • Tasks
  • Forms

Freelancer

All the essential tools to drive your business forward.

$11

  • per month
  • billed yearly

Includes all our 30+ CRM extensions:

Analytics

  • CRM Funnels
  • Awesome Support
  • Sales Dashboard

Forms

  • Gravity Forms Sync
  • Contact Form 7 Sync

Payments

  • PayPal Sync
  • Stripe Sync
  • Invoicing Pro

Sync

  • Google Contacts Sync
  • WooCommerce Sync

Email marketing

  • MailChimp
  • ConvertKit
  • aWeber
  • Mail campaigns
  • And 2 more

See all 30+ extensions

  • Everything in free plus
  • Invoicing Pro
  • Gravity Forms
  • PayPal Connect
  • Stripe Connect

Entrepreneur

Elevate your business with automation, lead nurturing, sales funnels, and much more!

$17

  • per month
  • billed yearly

Includes all our 30+ CRM extensions:

Analytics

  • CRM Funnels
  • Awesome Support
  • Sales Dashboard

Forms

  • Gravity Forms Sync
  • Contact Form 7 Sync

Payments

  • PayPal Sync
  • Stripe Sync
  • Invoicing Pro

Sync

  • Google Contacts Sync
  • WooCommerce Sync

Email marketing

  • MailChimp
  • ConvertKit
  • aWeber
  • Mail campaigns
  • And 2 more

See all 30+ extensions

  • All 30+ CRM extensions
  • Single site license
  • Access to Slack community
  • 12 months support and updates
  • Priority support