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!
Man sharing a single document file with multiple clients.

Enhance Your Client Interactions

Strengthen your client relationships with every interaction.
Centralising documents from all platforms in Leaf CRM.

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.
Sharing documents with others made simple in Leaf CRM for consistent communication.
Stay up-to-date by knowing which document is the latest ones.

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 This reduces the risk of using outdated information and enhances the reliability of shared documents.

Share up-to-date information with clients

Build a good relationship with clients using Leaf CRM.