Document Sharing
Sharing Made Simple
Whether it’s forms, brochures, or contracts, Leaf CRM will streamline your document-sharing process with clients directly from your app effortlessly. Always on the latest materials at your fingertips to enhance your client interactions!
Enhance Your Client Interactions
Strengthen your client relationships with every interaction.
Keep Documents Organised With Centralised Storage
Admins can upload and store all essential documents—like contracts, brochures, and PDFs—in one central library. This ensures that every salesperson has access to the most up-to-date and accurate materials when they need them.
Simplify Client Communication With Easy Document Sharing
Salespeople can easily share documents from the Leaf CRM library via other apps, enhancing communication and collaboration. This capability ensures important information is readily available during customer interactions.
Ensure Accuracy With Up-to-Date Documents
The document library ensures all documents are easily managed and updated files by admins. This reduces the risk of using outdated information and enhances the reliability of shared documents.