Google Drive is natively integrated with Vtiger Documents, using which you can add, manage and collaborate on all those documents within Vtiger.
Google Drive is a file storage and synchronization service platform from Google.
Features:
- Upload documents and link them to leads, contacts, opportunities, or other records in Vtiger CRM to improve efficiency.
- Share uploaded documents with sales, marketing, and people outside the organization.
- View the latest document version and ensure that you and other team members always have the new and correct information.
- Store your marketing and sales collateral in a single location to access quickly.
Benefits:
- Collaborate with customers on documents associated with their CRM records.
- View and use the files across various devices and locations.
- Share the files within and outside the organization.
- Avoid switching between storage apps.
Available in these editions:
All editions