Manage and collaborate the documents easily and securely with Vtiger Dropbox integration.
Dropbox is a modern workspace and a file hosting service that allows you to upload files, store, share, and access them from anywhere, at any time.
Features:
- Access your Dropbox files within Vtiger CRM.
- Creates a record of the upload in the CRM when a file is uploaded to Dropbox.
- Upload documents from the CRM and automatically sync them with Dropbox.
- Link the uploaded documents to Quotes, Leads, Contacts, Organizations, Deals, etc., in Vtiger CRM.
- Share uploaded documents internally and externally.
Benefits:
- Store and access all the files from one place without switching the apps.
- Collaborate across the teams from CRM.
- Save time by avoiding the multiple records and manual sync between Dropbox and CRM.
- Keep your team on the same page with better information sharing.
Available in these editions:
All editions
